Financial Planning Strategies for Business Owner Success with Audrey Johnson

by rp_admin

Power Up Your Practice with Ruby Powers, Episode 14

In this episode of Power Up Your Practice, Ruby Powers speaks with Audrey Johnson, Certified Family Business Specialist and Financial Planner of Winnow Financial. Audrey shares her journey from witnessing the challenges faced by her family’s business to becoming an expert in financial planning for business owners. Her expertise lies in providing strategic advice to help businesses not just survive but thrive, by focusing on efficient tax strategies, risk management, employee benefits, and succession planning.

Tune in to the episode to hear about:

  • The importance of financial planning beyond just tax preparation, and how it can provide a broader perspective for law firm owners and managing attorneys.
  • The role of risk management in protecting the business and ensuring its continuity through tools like key person insurance and disability insurance.
  • Various strategies for business owners to efficiently manage their finances, including tax strategies, employee benefits, and funding options like HELOCs.
  • Insights into succession planning, the process of valuing a business, and the timeline for planning an exit strategy.
  • The personal touch, Audrey brings to her work, helps clients feel secure and informed about their financial decisions.

Learn more about Audrey Johnson:

LinkedIn Profile:

LinkedIn Company Page:



Welcome to Power Up Your Practice, the go-to law practice management podcast for law firm owners and managing attorneys working on the business, not in it.

Hosted by Ruby Powers, your guide into the heart of law practice management. Each week, learn insights from leading legal minds, trailblazing attorneys, and expert guests who provide you with actionable advice, out-of-the-box solutions, and a fresh perspective on running your firm more effectively and efficiently.

Prepare to open your mind, be inspired, and power up your practice to the next level.  

Watch more episodes of Power Up Your Practice on:

Connect and learn more from your host, Ruby Powers:

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