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 talent, all while preparing for successful transitions and maximizing enterprise value. ...
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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 talent, all while preparing for successful transitions and maximizing enterprise value. ...
Business Owner Bootcamp Episode 6: Planning Before the Sale of Your Business - Timing, Tools, and Tax Strategies
Business Owner Bootcamp
33 minutes
4 months ago
Business Owner Bootcamp Episode 6: Planning Before the Sale of Your Business - Timing, Tools, and Tax Strategies
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, valuation strategies, the role of family offices post-sale, and wealth transfer techniques, including g...
Business Owner Bootcamp
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 talent, all while preparing for successful transitions and maximizing enterprise value. ...
