When it comes to building your long-term wealth, being proactive is crucial. Throughout every stage of growth and change, it’s important to nurture, preserve, and protect your business, and that’s exactly what this week’s guests do!

Meet Austin Peterson and Landon Mance, Representatives of Backbone Planning Partners and hosts of the Tycoons of Small Biz Podcast. Backbone Planning is a wealth management firm that works closely with you to design a financial plan to support all aspects of your life and business. Austin and Landon are not CFOs or CPAs, but they know exactly what business owners need to thrive.

Join us as we speak with Austin and Landon about long-term wealth-building strategies you can start implementing today!

In this episode we discuss:

The key differences between a CPA, CFO, and Wealth Manager/Advisor.
How a Fractional CFO can benefit your service business.
Long-term wealth-building strategies for trades business owners.

Check out these resources we mentioned during the podcast:

This episode is kindly sponsored by Sera (visit their website) and CompanyCam (visit www.companycam.com/SBM for 14 day trial and 50% off your first two months), and UpFrog (visit their website).

Meet the Hosts:

Tersh Blissett is a serial entrepreneur who has created and scaled multiple profitable home service businesses in his small town market. He’s dedicated to giving back to the industry that has provided so much for him and his family. Connect with him on LinkedIn.

Joshua Crouch has been in the home services industry, specifically HVAC, for 8+ years as an Operations Manager, Branch Manager, Territory Sales Manager and Director of Marketing. He’s also the Founder of Relentless Digital, where their focus is dominating your local market online. Connect with him on LinkedIn.

Meet the Guest:

Austin Peterson and Landon Mance are hosts of the Tycoons of Small Biz Podcast. They’re also Representatives of Backbone Planning Partners, a cross-disciplinary wealth management firm that specializes in family-owned/closely held businesses and high net-worth individuals. They believe your business and personal goals are intertwined, and they work to design a financial plan to support all aspects of your life.

Links to content here:

Visit their website: https://www.backboneplanning.com

Connect with them on LinkedIn: https://www.linkedin.com/company/backbone-planning-partners

Listen to Tycoons of Small Biz Podcast: https://tycoonsofsmallbiz.com

Tune in to hear the latest and greatest in business services trends on Service Business Mastery on Apple Podcasts, Spotify, and our website.

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S2, episode 22 | James Davidson, Co-Founder & CEO Tails.com