
Business Owner Bootcamp
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.
Episodes
7 episodes
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
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Season 1
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Episode 7
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39:56

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 Wealt...
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Season 1
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Episode 6
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33:47

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
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Season 1
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Episode 5
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40:40

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, Senio...
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Season 1
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Episode 4
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38:04

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 ...
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35:43

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 navigat...
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Season 1
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Episode 2
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38:45
