The Ownership Advantage™ is the go-to podcast for business owners and entrepreneurs who want to move beyond just making money and start building lasting wealth. Hosted by Tanner O’Brien, this show breaks down the strategies, systems, and mindset shifts required to transform your business from an income source into a true asset—one that works for you, not the other way around.
Each episode dives into practical insights on scaling, exiting, and reinvesting profits to create generational wealth. Whether you’re looking to remove yourself from daily operations, increase your business’s valuation, or start acquiring assets beyond your company, this is where you get the real playbook.
Welcome to The Ownership Advantage™—where business isn’t just a job, it’s your greatest wealth-building tool.
All content for The Ownership Advantage w/Tanner O’Brien is the property of Tanner O’Brien and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The Ownership Advantage™ is the go-to podcast for business owners and entrepreneurs who want to move beyond just making money and start building lasting wealth. Hosted by Tanner O’Brien, this show breaks down the strategies, systems, and mindset shifts required to transform your business from an income source into a true asset—one that works for you, not the other way around.
Each episode dives into practical insights on scaling, exiting, and reinvesting profits to create generational wealth. Whether you’re looking to remove yourself from daily operations, increase your business’s valuation, or start acquiring assets beyond your company, this is where you get the real playbook.
Welcome to The Ownership Advantage™—where business isn’t just a job, it’s your greatest wealth-building tool.
Beyond the Numbers: Designing a Business to Serve Your Life Goals with Guest Zachary Thomas
The Ownership Advantage w/Tanner O’Brien
44 minutes 38 seconds
4 months ago
Beyond the Numbers: Designing a Business to Serve Your Life Goals with Guest Zachary Thomas
On this episode of The Ownership Advantage, host Tanner sits down with Zachary Thomas, founder of Growth Horizons Wealth Management, to unravel one of the most daunting aspects of running a business—your finances. As a fee-only fiduciary, wealth manager, and fractional CFO, Zachary brings a unique perspective, blending retirement planning, tax strategy, and business growth expertise into actionable advice for entrepreneurs and families alike.
Zachary shares stories from his own journey, including lessons learned from his grandfather’s entrepreneurial triumphs and challenges, and unpacks how bridging the gap between financial advising and accounting can help business owners build true wealth, inside their companies and in their personal lives. The conversation dives into the importance of cash flow management, the value of strategic delegation, and why collaboration with professionals like CPAs and attorneys is crucial as you scale.
Whether you’re a business owner stuck in the day-to-day or ready to dream bigger, you’ll walk away from this episode with practical strategies, inspiring client stories, and a fresh perspective on aligning your business with the life you want to create. Don’t miss this insightful and relatable discussion on building financial clarity and real ownership in your business and beyond.
00:00 Scaling Success via Delegation & Automation
04:21 Integrated Financial & Personal Strategy
08:44 Passionate Financial Planning Impact
12:01 Sailing Dreams: A Business Strategy
15:26 Beyond Business Success
19:18 Cash Flow Timing: Tailored Strategies
22:10 Delegation: Focus on Business Strengths
27:03 Behavioral Insights in Financial Counseling
29:41 Building Trust Over Time
33:44 Lessons from Frodo’s Journey
37:34 Technology: Unlocking Human Potential
40:01 Digital Financial Risk Awareness
42:33 Embracing Reading Over Multitasking
The Ownership Advantage w/Tanner O’Brien
The Ownership Advantage™ is the go-to podcast for business owners and entrepreneurs who want to move beyond just making money and start building lasting wealth. Hosted by Tanner O’Brien, this show breaks down the strategies, systems, and mindset shifts required to transform your business from an income source into a true asset—one that works for you, not the other way around.
Each episode dives into practical insights on scaling, exiting, and reinvesting profits to create generational wealth. Whether you’re looking to remove yourself from daily operations, increase your business’s valuation, or start acquiring assets beyond your company, this is where you get the real playbook.
Welcome to The Ownership Advantage™—where business isn’t just a job, it’s your greatest wealth-building tool.
