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 gifting, irrevocable trusts, and charitable contributions.

Tune in to hear more about the importance of starting early, coordinating with advisors, and aligning planning with personal goals and values.

Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. Wealthspire’s current disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.

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