The Summit Series
Summit Series is a podcast for business owners who want to build real value and prepare for what’s next, whether that means scaling, stepping away, or starting a new chapter.
Each episode delivers practical insights you can apply immediately to accelerate your business’s value. Pull up a seat with entrepreneurs, advisors, and wealth managers who have scaled companies, sold them, or guided others through these pivotal transitions.
We take you behind the scenes to uncover how deals are structured, what buyers are really looking for, what slows momentum, and the traps to avoid.
The Summit Series
Summit Series | Ep. 2: Building Wealth & Planning Your Exit with Greg Edwards
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In this episode, Craig sits down with wealth manager Greg Edwards to unpack the crucial financial blind spots business owners often miss—and how to fix them before it’s too late. With over 30 years of experience advising high-net-worth individuals and entrepreneurs, Greg shares what every owner should know about preparing their business (and family) for a future transition—whether that’s scaling, selling, or stepping away.
From financial strategy and business valuation to family dynamics and legacy planning, this is a must-listen for any founder looking to exit on their own terms. You’ll learn why 3–5 years of prep is non-negotiable, how to avoid leaving money on the table, and the biggest mistake owners make when it’s time to sell.
Guest: Greg Edwards, Partner, Wealth Manager, and trusted advisor to entrepreneurs across generations.
Topics Covered:
- Transition planning and value creation
- Tax traps and financial missteps to avoid
- Real stories of exits done right (and wrong)
- Family dynamics in legacy businesses
- Why wealth management is more than investing
Whether you're years from a transition or feeling the pressure now, this episode will help you take smarter steps toward your summit.