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 special episode, Mike Delgass and Sandy Wiggins are joined by Liz Summers, Director of Wealth Strategy for Wealthspire's Family Wealth practice, as they discuss the critical planning steps business owners should consider before selling their company. This episode covers timing considerations, valuation strategies, the role of family offices post-sale, and wealth transfer techniques, including gifting, irrevocable trusts, and charitable contributions.