Most business owners have a CPA for the business, a lawyer for the business, maybe even a fractional CFO for the business. Far fewer have anyone coordinating their personal financial life: their taxes, their estate plan, their liquidity strategy, the decisions that determine what they actually walk away with.

That gap is exactly where Blake Peterson spends his time. As a Senior Wealth Advisor at Carson Wealth and a Certified Exit Planning Advisor, Blake works with business owners and families who have outgrown simple financial solutions and need coordinated, proactive guidance. He describes his role as a financial quarterback, pulling together a client's CPA, attorney, and lenders so every piece of advice is working toward the same outcome instead of pulling in different directions.

In this session of Ask the CFO, Lowell Mora will be joined by Blake Peterson to talk about why the business decision and the personal financial decision are never really separate, and what happens when owners wait too long to treat them that way.

The conversation will explore:

• Why building wealth inside the business isn't the same as protecting it outside the business
• What a coordinated advisory team (CPA, attorney, lender, wealth advisor) actually looks like in practice, and what falls through the cracks without one
• How personal financial decisions, taxes, estate planning, liquidity, connect directly to business transition planning
• Why waiting until a sale or transition event is already underway is often too late to make the highest-impact moves

Blake Peterson, CEPA, is a Senior Wealth Advisor at Carson Wealth, Co-Founder of the Exit Advisors Coalition, and a Certified Exit Planning Advisor. He's based in Omaha, where he also serves on the board of Breakthrough T1D and is Past Chair of Keep Nebraska Beautiful.

Connect with Blake: LinkedIn | bpeterson@carsonwealth.com | (402) 829-1798