PODCAST · business
Business Owner Bootcamp
by Wealthspire Advisors
Welcome to Business Owner Bootcamp, the Wealthspire 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.
Episodes
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Business Owner Bootcamp Episode 13: The Hidden Side of Selling a Business: Identity, Regret, and What Comes Next
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...
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Business Owner Bootcamp Episode 12: Buy-Sell Agreements - The Plan Your Business Can’t Skip
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.…
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Business Owner Bootcamp Episode 11: Investment Planning Before a Liquidity Event - A Conversation with Chris Maxey
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...
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Business Owner Bootcamp Episode 10: Building Your Business' Bench Strength - Strategies for Attracting and Retaining Top Talent
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...
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Business Owner Bootcamp Episode 9: Beyond the Sale - Redefining Identity and Purpose for Business Owners
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...
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Business Owner Bootcamp Episode 8: Beyond the Numbers - Emotional and Strategic Exit Planning for Business Owners
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…
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Business Owner Bootcamp Episode 7: Employee Stock Ownership Plans Unpacked - Smart Strategies for Business Owners
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...
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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...
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Business Owner Bootcamp Episode 5: Key Strategies to Think About when Selling Your Business
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...
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Business Owner Bootcamp Episode 4: Advanced Tax Strategies for Business Owners - Unlocking QSBS
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...
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Business Owner Bootcamp Episode 3: What to Consider when Valuing Your Business
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...
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Business Owner Bootcamp Episode 2: Key Considerations when Thinking About Selling Your Business
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…
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Business Owner Bootcamp: Episode 1
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...
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ABOUT THIS SHOW
Welcome to Business Owner Bootcamp, the Wealthspire 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.
HOSTED BY
Wealthspire Advisors
CATEGORIES
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Frequently Asked Questions
How many episodes does Business Owner Bootcamp have?
Business Owner Bootcamp currently has 13 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Business Owner Bootcamp about?
Welcome to Business Owner Bootcamp, the Wealthspire 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...
How often does Business Owner Bootcamp release new episodes?
Business Owner Bootcamp has 13 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Business Owner Bootcamp?
You can listen to Business Owner Bootcamp on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Business Owner Bootcamp?
Business Owner Bootcamp is created and hosted by Wealthspire Advisors.
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