#18 - Mitchell Baldridge - Deal Breakdown, Save Easy Money in your SMB


Manage episode 299205120 series 2902088
By John Wilson. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Mitchell runs Baldridge Financial, 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.


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Captarget.com for the best off-market deal sourcing platform ever.
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65 episodes