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Mitchell runs Baldridge Financial and knows how to save money in your SMB. His business is an all-in-one tax and financial planning firm for small and midsize businesses nationwide. John and Brandon get into the details of Mitchell’s business, specifically, they talk about how much it’s grown since Mitchell got active on Twitter, and some of the nuances of growing a financial services firm. One of the highlights of this episode is when John and Mitchell break down a deal, where John gives Mitchell an asset-heavy business and asks for some of the best tax strategies he could use and how much they’ll pay off.
Episode Host: 🎤
John Wilson: @WilsonCompanies on Twitter
Guest Links:
Mitchell Baldridge: @baldridgecpa on Twitter
Mitchell's Links
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