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, financial advisor and Managing Director at Wealthspire Advisors, is joined by Conrad Garcia, Partner and Tax Attorney at Williams Mullen, to explore critical tax planning strategies for business owners preparing for a sale, along with the importance of assembling a transaction team, entity structure considerations, personal goodwill, QSBS opportunities, and estate planning techniques. Whether you're selling a C Corp, S Corp, or LLC, this episode offers valuable guidance to help you plan ahead and avoid costly mistakes.