Austin Peterson is a seasoned Comprehensive Financial Planner and Co-Founder of Backbone Planning Partners, a boutique financial advisory firm with offices in Mesa, Arizona, and Las Vegas, Nevada. With over two decades of experience in the financial services industry, Austin specializes in helping business owners navigate the complexities of wealth planning, business succession, and financial independence.
Austin Peterson has been a guest on The Business Owner’s Journey podcast:
At Backbone Planning Partners, Austin Peterson serves as a fiduciary advisor, focusing on comprehensive financial planning for entrepreneurs and business owners. The firm offers tailored strategies in areas such as business exit planning, transferable business value, and cash flow management for small businesses. Austin's expertise ensures that clients receive personalized guidance to achieve their financial goals and prepare for successful business transitions.
Austin holds several esteemed designations, including:
His extensive knowledge encompasses estate planning, high-net-worth insurance planning, and profit-first cash flow strategies. Austin's commitment to continuous learning ensures that he stays abreast of the latest financial planning techniques to better serve his clients.
In addition to his advisory work, Austin co-hosts the "Tycoons of Small Biz" podcast, where he and his co-founder, Landon Mance, engage with entrepreneurs to discuss challenges and strategies related to business growth and succession planning. The podcast serves as a platform to share insights on building transferable business value and achieving financial independence for entrepreneurs.
Austin began his financial services career in 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, California. He then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. Afterward, he founded his own financial planning company in Southern California, which he successfully ran for six years before selling it to pursue an MBA at Brigham Young University's Marriott School of Management, focusing on sales and entrepreneurship.
Post-MBA, Austin held various roles, including sales and management positions at Crump Life Insurance, and served as a life insurance Regional Director with Lincoln Financial Advisors. He also worked as a life insurance field wholesaler with Symetra Life Insurance Company. These experiences have equipped him with a comprehensive understanding of the financial industry, enabling him to provide valuable insights to his clients.
Austin resides in Gilbert, Arizona, with his wife of 26 years, Robin. They have two children, AJ and Ella. Austin holds a Bachelor of Arts in French from California State University, Fullerton, and an MBA from Brigham Young University. His dedication to family and education underscores his commitment to helping others achieve financial security and success.
Nick Berry is an American entrepreneur and business advisor, whose track record includes founding, leading, and advising award winning small businesses since 2002.
After his most recent exit he founded Redesigned.Business to mentor and coach to other entrepreneurs and business owners who are looking for a trusted (and proven) advisor.
Among peers, colleagues and clients, Nick has been referred to as both 'The Business Guy' as well as 'The Anti-Guru', due to his pragmatic approach and principled leadership.
He shares his insights and lessons learned, along with those of his expert guests,
on his podcast, 'The Business Owner's Journey'.
