Scott Petersen, Financial Advisor CLU® , ChFC® - CA License No. 0G27335

The Business Succession Blueprint Podcast

Business EN ↓ 7 episodes

The Business Succession Blueprint podcast guides listeners, mainly business owners through business succession decisions, business valuation importance and how financial planning can impact their lives for the better.

Author

Scott Petersen, Financial Advisor CLU® , ChFC® - CA License No. 0G27335

Episodes

Family Business Inheritance: When Fair Isn’t Equal. 24.03.2026 12:44

Scott Petersen is a Financial Advisor, Tax & Financial Group – Headquarters: 4695 MacArthur Court, 10th Floor Newport Beach, CA 92660 – (949) 223-8100 – www.tfgroup.com Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance License # 0644976) member FINRA/SIPC. Advisory services offered through Cetera Investment Advise...

The Three Paths of Business Succession 22.09.2025 13:01

Scott Petersen & Brad Behrendt are Financial Advisors, Tax & Financial Group – Headquarters: 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660 – (949) 223-8100 – www.tfgroup.com Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance License # 0644976) member FINRA/SIPC. Advisory services offered through Cete...

The Importance of Financial Planning in the Business Succession Process 14.03.2025 8:40

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or advice. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance License # 0644976) member FINRA/SIPC. Advisory services offered through Ceter...

What is a Buy-Sell Agreement & Why is it Important for Business Succession Planning 26.08.2024 12:31

Business Owners & Their Exit Plan 01.07.2024 13:07

EFor a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or advice. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance License # 0644976) member FINRA/SIPC. Advisory services offered through Cete...

Business Succession in a Family Business 26.03.2024 13:08

The Business Succession Blueprint podcast guides listeners, mainly business owners through Business Succession decisions, Business Valuation importance and how Financial Planning can impact their lives for the better. Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance License # 0644976) member FINRA/SIPC. Advisory serv...

3 Main Challenges to Business Succession 12.02.2024 11:22

How to Plan for and Implement a Successful Exit from Your Business When You are Ready Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance License # 0644976) member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Ce...