Wealthspire - Business Owner Bootcamp

What to Consider When Valuing Your Business

Written by Sandy Wiggins, CFP®, AIF® | May 27, 2025, 9:00:00 AM

Welcome to Business Owner Bootcamp, the Wealthspire Advisors podcast designed to help business owners and entrepreneurs take control of their finances. Hosts and financial advisors Michael Delgass and Sandy Wiggins break down key topics like tax strategies, exit planning, business valuations, and real-world experiences with expert guests.

In this episode, Sandy Wiggins and Carroll Hurst, CPA, Director at Keiter and 40-year veteran and expert in providing audit, tax, and consulting insights to privately-owned business organizations, estates, trusts, and foundations, will discuss the basics of valuing your business, how a business owner should prepare for a sale of their business, and what key steps the entrepreneur should take to maximize the value of their business.