Business Owner Bootcamp

What really happens after you sell your business? In this episode of Business Owner Boot Camp , Sandy Wiggins sits down with Matt Reynolds , Chief Growth Officer of Newport Private Wealth, a Wealthspire company, to talk through what business owners often don’t see coming. Drawing on a survey of former business owners, they share honest insights on how the sale process actually unfolds and what peo...

In this episode of Wealthspire’s Business Owner Bootcamp, Michael Delgass is joined by Ben Kronish , of Financial Architects Partners for a practical conversation on buy-sell agreements, why closely held businesses need them, and what can go wrong when there’s no plan (or no funding) in place. They unpack the real-world fallout of “figure it out later,” including disrupted operations, cash-flow st...

In this episode of Business Owner Boot Camp, host Sandy Wiggins sits down with Chris Maxey , Chief Market Strategist at Wealthspire, for a focused conversation on how business owners should approach investment strategy and tax planning before, during, and after a liquidity event. Tune in as they break down why personal financial planning can’t wait until after the deal closes, how direct indexing...

Join Business Owner Bootcamp co-host Sandy Wiggins and guest Kurt Snyder ,  SVP of Business Development for Executive Benefits, for a dynamic conversation blending the grit of ultra marathon running with the art of building resilient businesses. Discover how non-qualified plans, personalized executive benefits, and strategic risk management can help business owners attract, retain, and reward top...

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....

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. Ramsey brings more than 25 years of experience advising owners and executives of family held and founder led middle market companies on strategies to maximize shareholder value...

In this episode, Sandy Wiggins , financial advisor and Managing Director at Wealthspire Advisors is joined by John Nelson , Managing Director at NFP Retirement, to discuss the ins and outs of ESOPs (Employee Stock Ownership Plans). They explore how ESOPs can be a powerful tool for succession planning, tax efficiency, and employee engagement, and highlight the benefits and considerations of impleme...

In this special episode, Mike Delgass and Sandy Wiggins , financial advisors at Wealthspire Advisors, are joined by their colleague Liz Summers . Liz serves as Director of Wealth Strategy for Wealthspire's Family Wealth practice and joins the podcast to discuss the critical planning steps business owners should consider before selling their company. This episodes covers timing considerations,...

In this episode, Sandy Wiggins , financial advisor and Managing Director at Wealthspire Advisors is joined by Conrad Garcia , Partner and Tax Attorney at Williams Mullen , to explore critical tax planning strategies for business owners preparing for a sale, along with the importance of assembling a transaction team, entity structure considerations, personal goodwill, QSBS opportunities, and estate...

In this episode of Business Owner Bootcamp, co-host Michael Delgass and Kevin Brady , Senior Vice President at Wealthspire Advisors dive into the powerful tax planning tool known as Qualified Small Business Stock (QSBS). They explore recent legislative updates, including increased exclusions and shortened holding periods, and unpack strategies like stacking and trust structuring to maximize tax be...

In this episode, Sandy Wiggins and Carroll Hurst, CPA, Director at Keiter and 40-year veteran and expert in providing audit, tax, and consulting insights to privately-owned business organizations, estates, trusts, and foundations, will 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 ma...

Financial advisors Gail Harris and Oliver Pursche join Mike Delgass as they discuss the crucial aspects of selling a business. Join us in this episode as Gail and Oliver emphasize the importance of consulting with a financial advisor to navigate the complexities of the sale process for a business. Gail and Oliver share their insights on why early preparation is essential for a successful transacti...

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 Episode 1, our hosts share their insights on the state o...