The Inside Edge

Ghislain Gouraige, CEPA® speaks with David McCombie — boutique investment banker, advisor to middle-market entrepreneurs and author of  Selling Your Business With Confidence . In this conversation, David shares thoughtful and practical insights into the realities of preparing for and navigating a business sale. Drawing from his experience advising founders and investors, he discusses why a success...

Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, sits down with Nafis Azad, a young entrepreneur who has already built and exited multiple ventures, to discuss his journey and the lessons he's learned along the way. Nafis offers a candid perspective on how his early curiosity in technology evolved into a career in entrepreneurship, including his decision to leave a traditional academic path to...

A historic generational shift is reshaping entrepreneurship. As Baby Boomers exit their businesses at unprecedented scale — trillions of dollars changing hands — Gen X, Millennials and Gen Z are stepping in with fundamentally different views on ownership, risk, purpose and what an "exit" even means. In this episode, NewEdge Wealth Partner Ghislain Gouraige, CEPA® and Wealth Strategist Alyssa Kaise...

Ghislain Gourage, CEPA®, Partner at NewEdge Wealth, continues our broader focus on the full entrepreneurial journey — spotlighting how innovation, resilience and AI are reshaping what it takes to build a business. This episode features Richard Ou, a young entrepreneur whose story reflects the speed and possibility of the modern startup era. Richard shares how entrepreneurship was ingrained early o...

From academia to global leadership, Dr. Scott Massey has spent his career exploring how economic growth and human flourishing can move together. As Chairman & CEO of Global Action Platform, he brings universities, businesses, and investors together to build scalable solutions in food, health, and prosperity—from Tennessee to communities around the world. Rich Ina talks with Dr. Massey about the va...

In our latest episode of Onward, Ghislain Gourage, CEPA®, Partner at NewEdge Wealth, shares an exciting update about the evolution of the Onward series. We're expanding our focus beyond exit strategies to explore the entire entrepreneurial journey, partnering with founders and innovators at every stage of their growth. To kick off this new chapter, Ghislain sits down with Haven Lough, a dynamic 19...

Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, sits down with Christopher Ayer, Principal at NewEdge Wealth, to explore one of the most critical — and often overlooked — parts of a successful business exit: proactive tax planning. Christopher walks us through real examples of how entrepreneurs can reduce or defer millions in taxes through early preparation. From using bonus depreciation and...

Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, sits down with Paul Emrick, CFP®, CIMA®, CEPA®, Principal at NewEdge Wealth, who is a specialist in business valuation. The two unpack why understanding the value of your business is important, whether you're thinking about an exit, estate planning or future-proofing your company. In this episode, you'll learn why valuation is more than just a s...

We're pleased to welcome Steve Zuckerman, a seasoned entrepreneur, former attorney and investment banker, for a compelling conversation with Ghislain Gouraige, CEPA®, Parter at NewEdge Wealth. Steve's professional journey from corporate law to investment banking to building and exiting multiple ventures offers a rare blend of strategic insight and real-world experience. In this episode, he reflect...

Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth meets with Laurie Barkman, a Business Transition Advisor and adjunct Professor of Entrepreneurship at Carnegie Mellon University. Laurie is host of the podcast series, Succession Stories, and author of the Business Transition Handbook. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on wha...

Geoff Eliason, CEO & Principal at SDR Ventures, and Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, as the two discuss what a roll-up is and some of the areas where they see them happening. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series...

Karen Glassman, Managing Director at NewEdge Wealth, meets with Josh Kanter, CEO of leafplanner, to share his experience running his family office. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit  newedgewealth.com/onward.

From his humble beginnings in Lewisburg, Kentucky, to his transformative experiences in the U.S. Air Force and beyond, Bob Higgins, President and CEO of Barge Design Solutions, shares valuable insights into leadership, resilience, and continuous learning. Join host Rich Ina as he navigates through Bob's career trajectory, highlighting pivotal moments such as his foray into generative AI and his in...

Partners and advisors across NewEdge Wealth share stories about the importance of finding your financial quarterback and the significant role they play.  Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit  newedgewealth.com/onward.

Alain Toto, Managing Director at Waterfall Asset Management, joins Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, to discuss the role private equity firms can play in a transaction and how business owners should be prepared.   Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want...

Rich Ina, Partner at NewEdge Wealth, sits down with Bob McCann, Co-Chairman of NewEdge Capital Group. Mr. McCann spent the first 26 years of his career at Merrill Lynch, beginning as a trader and rising through the ranks to lead one of the world's largest wealth management businesses as Vice Chairman and President of Global Wealth Management. In 2009, UBS Wealth Management named Mr. McCann Chief E...

Karen Glassman, Managing Director at NewEdge Wealth, joins Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, as he sits down with John Stewart, Co-Founder of CreoValo. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit newedgewealth.co...

Robin Petty, Managing Director and Head of Wealth Strategy at NewEdge Wealth sits down with Doug Knight, Chief Executive Officer at WorldTEK Travel Management. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit newedgewealth.com/onward.

John Straus, Jr., CFP®, Partner and Co-Founder at NewEdge Wealth, sits down with Matt Curry, Founder of Craftsman Auto Care. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit  newedgewealth.com/onward.

NewEdge Wealth Partner Ghislain Gouraige welcomes Eddie Montalvo, a successful entrepreneur who's had several great exits from his aviation services company. Eddie speaks about his first management buyout in 1997, obstacles he's faced along the way, and what ventures lie ahead. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it take...