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 planning, tax efficiency, and employee engagement, and highlight the benefits and considerations of implementing an ESOP.

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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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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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 transaction team, entity structure considerations, personal goodwill, QSBS opportunities, and estate planning techniques. Whether you're selling a C Corp, S Corp, or LLC, this episode offers valuable guidance to help you plan ahead and avoid costly mistakes.

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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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 shortened holding periods, and unpack strategies like stacking and trust structuring to maximize tax benefits. Whether you're a founder, investor, or advisor, this conversation offers valuable insights into how QSBS can help business owners reduce capital gains taxes and enhance estate planning. Tune in to learn more.

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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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 owner should prepare for a sale of their business, and what key steps the entrepreneur should take to maximize the value of their business.

The content of this communication is limited to the matters specifically addressed herein and is not intended to address other potential tax consequences or the potential application of tax penalties to this or any other matter. All written advice provided is based on reasonable factual and legal assumptions, exercises reasonable reliance, and uses reasonable efforts to identify and ascertain the facts relevant to the Federal tax matters.

This communication, including any attachments, may contain privileged or other confidential information. If you are not the intended recipient, or believe you have received this communication in error, do not print, copy, retransmit, disseminate, or otherwise use the information contained within. Any unauthorized review, use, disclosure, or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply email and destroy all copies of the original message. Legal Policy

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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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 business. Gail and Oliver share their insights on why early preparation is essential for a successful transaction, offering valuable advice to business owners considering this significant step.

Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC and its subsidiaries, separate registered investment advisers and subsidiary companies of NFP Corp., an Aon company.

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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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. In Episode 1, our hosts share their insights on the state of business ownership today.

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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