Season 2 of the In Crowd podcast kicks off with Ben Tanner of the Rudin Group, whose passion for storytelling led to a successful career in financial services marketing.
In this special episode, Mike Delgass sits down with Ramsey Goodrich, Managing Partner and investment banker at Carter Moore & Goodrich, to explore the emotional and strategic journey of selling a closely-held business.
In this episode, Sandy Wiggins is joined by John Nelson, Managing Director at NFP Retirement, to discuss the ins and outs of ESOPs (Employee Stock Ownership Plans).
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 Advisors, 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.
