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, host Michael Delgass sits down with transition expert Elizabeth Parsons from Zelinka Parsons, a consulting firm that guides business owners and attorneys through retirement, succession, and professional transition with clarity.
Tune in as we explore the psychological and emotional challenges business owners face when selling their companies. Discover why identity and life structure are so deeply tied to entrepreneurship and learn actionable strategies for designing a fulfilling post-sale life. Whether you're planning a sale or supporting someone who is, this conversation offers a roadmap for personal reinvention and lasting fulfillment.
Business Owner Bootcamp Episode 9: Beyond the Sale - Redefining Identity and Purpose for Business Owners
In this episode of the Business Owner Bootcamp Podcast, host Michael Delgass sits down with transition expert Elizabeth Parsons from Zelinka Parsons, a consulting firm that guides business owners and attorneys through retirement, succession, and professional transition with clarity.
Tune in as we explore the psychological and emotional challenges business owners face when selling their companies. Discover why identity and life structure are so deeply tied to entrepreneurship, and learn actionable strategies for designing a fulfilling post-sale life. Whether you’re planning a sale or supporting someone who is, this conversation offers a roadmap for personal reinvention and lasting fulfillment.
Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. Wealthspire’s current disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.
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IMPORTANT DISCLOSURE INFORMATION
Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.
