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Business Basics: Finances and Entity
This week on Managed Chaos, Katrina Purcell is joined by Morgan Ranstrom, CFA, CFP®—a financial strategist who understands firsthand the chaos of entrepreneurship. Whether you're debating your entity structure or figuring out how to keep more of what you earn, this conversation is a must.
From LLCs to exit strategies, Morgan breaks down how to align your financial foundation with your business goals so you can grow smarter (and with fewer tax headaches).
💼 Perfect for early-stage founders, small business owners, and anyone wondering “...am I doing this right?”
👤 About Our Guest:
Morgan Ranstrom, CFA, CFP®, specializes in helping entrepreneurs maximize both business value and personal wealth. Having grown up in a family business and started his own ventures, he understands the real-life challenges founders face when scaling and exiting. As co-founder of Trailhead Planners, he built a virtual family office approach specifically for business owners—supporting them in navigating entity formation, cash flow, tax strategy, and more.
He’s also the author of Money with Purpose and brings a unique blend of expertise and lived experience to the world of financial planning for entrepreneurs.
The content of this podcast is not legal advice. If you require legal assistance or advice, please consult with a licensed attorney. Any financial or investment discussions in this episode are for educational purposes only and should not be considered financial advice. We do not provide financial planning, investment recommendations, or tax advice. Always consult with a qualified financial advisor before making any investment decisions.”
🔗 Connect with Morgan:
Website: https://morganranstrom.com/
YouTube: https://www.youtube.com/@MorganOnPurposeInstagram: @morganonpurpose
💡 Highlights:
✔️ Entity structures explained (without the jargon)
✔️ Why 50/50 partnerships can get messy
✔️ How to future-proof your finances
✔️ Tips for a cleaner business exit
✔️ What not to ignore as you grow
🔗 Connect with us on LinkedIn:
Rachel Anderson: linkedin.com/in/rachel-anderson-human-centric-leader
Katrina Purcell: linkedin.com/in/katrinapurcell
🌐 Visit the Managed Chaos website: www.managedchaospodcast.com
👉 As always, we give you the startup business rundown in less time than it takes for you to get to work.
View all episodes
By Rachel Anderson and Katrina PurcellThis week on Managed Chaos, Katrina Purcell is joined by Morgan Ranstrom, CFA, CFP®—a financial strategist who understands firsthand the chaos of entrepreneurship. Whether you're debating your entity structure or figuring out how to keep more of what you earn, this conversation is a must.
From LLCs to exit strategies, Morgan breaks down how to align your financial foundation with your business goals so you can grow smarter (and with fewer tax headaches).
💼 Perfect for early-stage founders, small business owners, and anyone wondering “...am I doing this right?”
👤 About Our Guest:
Morgan Ranstrom, CFA, CFP®, specializes in helping entrepreneurs maximize both business value and personal wealth. Having grown up in a family business and started his own ventures, he understands the real-life challenges founders face when scaling and exiting. As co-founder of Trailhead Planners, he built a virtual family office approach specifically for business owners—supporting them in navigating entity formation, cash flow, tax strategy, and more.
He’s also the author of Money with Purpose and brings a unique blend of expertise and lived experience to the world of financial planning for entrepreneurs.
The content of this podcast is not legal advice. If you require legal assistance or advice, please consult with a licensed attorney. Any financial or investment discussions in this episode are for educational purposes only and should not be considered financial advice. We do not provide financial planning, investment recommendations, or tax advice. Always consult with a qualified financial advisor before making any investment decisions.”
🔗 Connect with Morgan:
Website: https://morganranstrom.com/
YouTube: https://www.youtube.com/@MorganOnPurposeInstagram: @morganonpurpose
💡 Highlights:
✔️ Entity structures explained (without the jargon)
✔️ Why 50/50 partnerships can get messy
✔️ How to future-proof your finances
✔️ Tips for a cleaner business exit
✔️ What not to ignore as you grow
🔗 Connect with us on LinkedIn:
Rachel Anderson: linkedin.com/in/rachel-anderson-human-centric-leader
Katrina Purcell: linkedin.com/in/katrinapurcell
🌐 Visit the Managed Chaos website: www.managedchaospodcast.com
👉 As always, we give you the startup business rundown in less time than it takes for you to get to work.