In this episode of the Bowls & Business Podcast, Alex sits down with Tim from Blend Wealth, a forward-thinking accounting and wealth management firm serving business owners across the country. What started as a connection through a church-based men’s business group has grown into a trusted friendship and powerful professional collaboration.

Together, Alex and Tim break down the three key financial stages every entrepreneur faces on the journey from startup to scaling to building true wealth. Whether you're replacing your salary, hitting your first million in revenue, or operating beyond that mark, Tim shares practical insights and strategies to help you stay ahead of taxes, cash flow issues, and missed opportunities.

You’ll Learn:

The financial mistakes most founders make in the early days—and how to avoid them

What real tax planning looks like (hint: it’s more than filing returns)

Pro-level tax strategies like entity optimization, paying your kids, and cost segregation

How to shift into a CEO mindset with forecasting, profitability analysis, and wealth planning

Why personal goals should guide your business strategy—and how to align the two

Plus, Tim shares his top 3 pieces of advice for entrepreneurs looking to build something lasting:

Set massive goals

Embrace delayed gratification

Execute, even when it’s not perfect

Connect with Tim and the Blend Wealth team:

👉 www.blendwealth.com to schedule a Right Fit Call