Season 2 Episode 26 - 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.

🔗 Connect with Morgan:

Website: www.morganrandstrom.com

YouTube: Morgan on Purpose

Instagram: @morganonpurpose

Listen and follow the Managed Chaos Podcast on  YouTube. You can also find us on Apple and Spotify.

You can also connect with us on Instagram to see a behind-the-scenes look at the making of the podcast.