In this 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.
In this episode, Sandy Wiggins and Conrad Garcia explore critical tax planning strategies for business owners preparing for a sale.
In this episode of Business Owner Bootcamp, co-host Michael Delgass and Advisor Kevin Brady, Senior Vice President at Wealthspire, dive into the powerful tax planning tool known as Qualified Small Business Stock (QSBS).
In this episode, Mike LaMena talks to Angie Lau, an award-winning journalist turned entrepreneur and someone who’s deeply passionate about shaping a brighter future for the next generation.
In episode 7 of the In Crowd podcast, Ang talks to author, Cary Carbonaro, on her latest book - Women & Wealth - and her journey to becoming a champion for women and advisors who serve women clients.
In this episode, Sandy Wiggins and Carroll Hurst 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.
In Episode 2, Wealthspire financial advisors Gail Harris and Oliver Pursche join Mike Delgass as they discuss the crucial aspects of selling a business.
In this episode, Mike LaMena speaks to Caroline Gaynor, vice president, relationship director and investment specialist at Avantis Investors®.
In Episode 1, our hosts share their insights on the state of business ownership today.
In this episode, Mike LaMena speaks to Jim McCann, entrepreneur, philanthropist, public speaker and published author.
