EPISODE · Oct 8, 2025 · 21 MIN
A wealth manager’s view on business exits.
from Martin LLP’s M&A to Z Podcast: Welcome to the Exit Planning Process · host Martin LLP
In this episode, Ken Zinghini interviews Gail Harris, CERTIFIED FINANCIAL PLANNER and Senior Vice President at Wealthspire Advisors, on the role a seasoned wealth manager can play in advising business-owner clients on an exit transaction, including financial planning, tax planning, portfolio management, and other challenges of selling their business.
Embed this episode
Ready to play
A wealth manager’s view on business exits.
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.