The Business Succession Blueprint Podcast Tue, 24 Mar 2026 13:16:19 -0700 https://www.buzzsprout.com/2315864 en-us © 2026 The Business Succession Blueprint Podcast yes 7371f0e3-b209-5256-b448-f9b62919320c Scott Petersen, Financial Advisor CLU® , ChFC® - CA License No. 0G27335 episodic false 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.

]]> Buzzsprout (https://www.buzzsprout.com) Scott Petersen, Financial Advisor CLU® , ChFC® - CA License No. 0G27335 https://storage.buzzsprout.com/is1wndrvsql3zmazdxpy8691fos7?.jpg The Business Succession Blueprint Podcast Family Business Inheritance: When Fair Isn’t Equal. Family Business Inheritance: When Fair Isn’t Equal. 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 Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. The views depicted in the material are for information purposes only and are not necessarily those of Cetera Wealth Services, LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Wealth Services, LLC not any of its representatives may give legal or tax advice.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or advice.All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

A diversified portfolio does not assure a profit or protect against loss in a declining market.

20260203336 DOFU 02/2026

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 Cetera Wealth Services, LLC. The views depicted in the material are for information purposes only and are not necessarily those of Cetera Wealth Services, LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Wealth Services, LLC not any of its representatives may give legal or tax advice.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

]]> 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 Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. The views depicted in the material are for information purposes only and are not necessarily those of Cetera Wealth Services, LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Wealth Services, LLC not any of its representatives may give legal or tax advice.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or advice.All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

A diversified portfolio does not assure a profit or protect against loss in a declining market.

20260203336 DOFU 02/2026

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 Cetera Wealth Services, LLC. The views depicted in the material are for information purposes only and are not necessarily those of Cetera Wealth Services, LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Wealth Services, LLC not any of its representatives may give legal or tax advice.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

]]> Scott Petersen, Financial Advisor CLU® , ChFC® - CA License No. 0G27335 Buzzsprout-18902431 Tue, 24 Mar 2026 13:00:00 -0700 764 full false The Three Paths of Business Succession The Three Paths of Business Succession 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 Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera Wealth Services, LLC. The views depicted in the material are for information purposes only and are not necessarily those of Cetera Wealth Services, LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Wealth Services, LLC not any of its representatives may give legal or tax advice.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

A diversified portfolio does not assure a profit or protect against loss in a declining market. 20250904878 DOFU 09/2025

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 Cetera Wealth Services, LLC. The views depicted in the material are for information purposes only and are not necessarily those of Cetera Wealth Services, LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Wealth Services, LLC not any of its representatives may give legal or tax advice.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

]]> 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 Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera Wealth Services, LLC. The views depicted in the material are for information purposes only and are not necessarily those of Cetera Wealth Services, LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Wealth Services, LLC not any of its representatives may give legal or tax advice.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

A diversified portfolio does not assure a profit or protect against loss in a declining market. 20250904878 DOFU 09/2025

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 Cetera Wealth Services, LLC. The views depicted in the material are for information purposes only and are not necessarily those of Cetera Wealth Services, LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Wealth Services, LLC not any of its representatives may give legal or tax advice.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

]]> Scott Petersen, Financial Advisor CLU® , ChFC® - CA License No. 0G27335 Buzzsprout-17885566 Mon, 22 Sep 2025 09:00:00 -0700 781 full false The Importance of Financial Planning in the Business Succession Process The Importance of Financial Planning in the Business Succession Process 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 Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. Tax & Financial Group – Headquarters: 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660 – (949) 223-8100 – www.tfgroup.com - The views depicted in the material are for information purposes only and are not necessarily those of Cetera Advisor Networks. They should not be considered specific advice or recommendations for any individual. Neither Cetera Advisor Networks not any of its representatives may give legal or tax advice. A diversified portfolio does not assure a profit or protect against loss in a declining market. 20250303287 DOFU 03/2025

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 Cetera Wealth Services, LLC. The views depicted in the material are for information purposes only and are not necessarily those of Cetera Wealth Services, LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Wealth Services, LLC not any of its representatives may give legal or tax advice.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

]]> 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 Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. Tax & Financial Group – Headquarters: 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660 – (949) 223-8100 – www.tfgroup.com - The views depicted in the material are for information purposes only and are not necessarily those of Cetera Advisor Networks. They should not be considered specific advice or recommendations for any individual. Neither Cetera Advisor Networks not any of its representatives may give legal or tax advice. A diversified portfolio does not assure a profit or protect against loss in a declining market. 20250303287 DOFU 03/2025

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 Cetera Wealth Services, LLC. The views depicted in the material are for information purposes only and are not necessarily those of Cetera Wealth Services, LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Wealth Services, LLC not any of its representatives may give legal or tax advice.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

]]> Scott Petersen, Financial Advisor CLU® , ChFC® - CA License No. 0G27335 Buzzsprout-16792851 Fri, 14 Mar 2025 09:00:00 -0700 520 1 5 full false What is a Buy-Sell Agreement & Why is it Important for Business Succession Planning What is a Buy-Sell Agreement & Why is it Important for Business Succession Planning 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 Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera.

Tax & Financial Group – Headquarters: 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660 – (949) 223-8100 – www.tfgroup.com

The views depicted in the material are for information purposes only and are not necessarily those of Cetera Advisor Networks. They should not be considered specific advice or recommendations for any individual. Neither Cetera Advisor Networks not any of its representatives may give legal or tax advice.

A diversified portfolio does not assure a profit or protect against loss in a declining market. 20240802515 DOFU 08/2024

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 Cetera Wealth Services, LLC. The views depicted in the material are for information purposes only and are not necessarily those of Cetera Wealth Services, LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Wealth Services, LLC not any of its representatives may give legal or tax advice.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

]]> 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 Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera.

Tax & Financial Group – Headquarters: 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660 – (949) 223-8100 – www.tfgroup.com

The views depicted in the material are for information purposes only and are not necessarily those of Cetera Advisor Networks. They should not be considered specific advice or recommendations for any individual. Neither Cetera Advisor Networks not any of its representatives may give legal or tax advice.

A diversified portfolio does not assure a profit or protect against loss in a declining market. 20240802515 DOFU 08/2024

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 Cetera Wealth Services, LLC. The views depicted in the material are for information purposes only and are not necessarily those of Cetera Wealth Services, LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Wealth Services, LLC not any of its representatives may give legal or tax advice.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

]]> Scott Petersen, Financial Advisor CLU® , ChFC® - CA License No. 0G27335 Buzzsprout-15645375 Mon, 26 Aug 2024 12:00:00 -0700 751 1 4 full false Business Owners & Their Exit Plan Business Owners & Their Exit Plan 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 Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera.

Tax & Financial Group – Headquarters: 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660 – (949) 223-8100 – www.tfgroup.com

The views depicted in the material are for information purposes only and are not necessarily those of Cetera Advisor Networks. They should not be considered specific advice or recommendations for any individual. Neither Cetera Advisor Networks not any of its representatives may give legal or tax advice.

A diversified portfolio does not assure a profit or protect against loss in a declining market. 20240603447 DOFU 06/2024

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 Cetera Wealth Services, LLC. The views depicted in the material are for information purposes only and are not necessarily those of Cetera Wealth Services, LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Wealth Services, LLC not any of its representatives may give legal or tax advice.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

]]> 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 Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera.

Tax & Financial Group – Headquarters: 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660 – (949) 223-8100 – www.tfgroup.com

The views depicted in the material are for information purposes only and are not necessarily those of Cetera Advisor Networks. They should not be considered specific advice or recommendations for any individual. Neither Cetera Advisor Networks not any of its representatives may give legal or tax advice.

A diversified portfolio does not assure a profit or protect against loss in a declining market. 20240603447 DOFU 06/2024

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 Cetera Wealth Services, LLC. The views depicted in the material are for information purposes only and are not necessarily those of Cetera Wealth Services, LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Wealth Services, LLC not any of its representatives may give legal or tax advice.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

]]> Scott Petersen, Financial Advisor CLU® , ChFC® - CA License No. 0G27335 Buzzsprout-15341332 Mon, 01 Jul 2024 07:00:00 -0700 787 1 3 full false Business Succession in a Family Business Business Succession in a Family Business 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 services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera Wealth Services, LLC. The views depicted in the material are for information purposes only and are not necessarily those of Cetera Wealth Services, LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Wealth Services, LLC not any of its representatives may give legal or tax advice.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

]]> 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 services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera Wealth Services, LLC. The views depicted in the material are for information purposes only and are not necessarily those of Cetera Wealth Services, LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Wealth Services, LLC not any of its representatives may give legal or tax advice.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

]]> Scott Petersen, Financial Advisor CLU® , ChFC® - CA License No. 0G27335 Buzzsprout-14772377 Tue, 26 Mar 2024 10:00:00 -0700 788 1 2 full false 3 Main Challenges to Business Succession 3 Main Challenges to Business Succession 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 Cetera Wealth Services, LLC. The views depicted in the material are for information purposes only and are not necessarily those of Cetera Wealth Services, LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Wealth Services, LLC not any of its representatives may give legal or tax advice.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

]]> 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 Cetera Wealth Services, LLC. The views depicted in the material are for information purposes only and are not necessarily those of Cetera Wealth Services, LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Wealth Services, LLC not any of its representatives may give legal or tax advice.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

]]> Scott Petersen, Financial Advisor CLU® , ChFC® - CA License No. 0G27335 Buzzsprout-14488715 Mon, 12 Feb 2024 10:00:00 -0800 682 1 1 full false