Beyond the Sale - Redefining Identity and Purpose for Business Owners

Insights & Trends
Mike Delgass
By Mike Delgass
An advisor and head of our Northeast region, Mike uses his extensive prior experience as an attorney to help his clients solve complex financial, tax, investment, and other problems. Given this background, much of his work is for other attorneys, as well as for clients with family businesses, special education/special needs issues, and complex estate planning structures. · November 14, 2025 · 1 min read

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.

 

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