Looking to grow your business’ value, maximize your exit results, and ensure financial freedom, even during a recession? To learn how, tune in to this episode! This is Part 3 of our series, Business Exit Planning is a Team Sport.
Welcome to the “Off the Wall” Podcast
The podcast redefining wealth for founders and high-earning execs. Let’s dive in!
"Off the Wall" Podcast Categories:
- Behavioral Investing
- Business Exit Planning
- Charitable Giving & Philanthropy
- Choosing an Advisor
- Estate Planning
- Investing & Portfolio Strategies
- Market & Economic Updates
- Passing Down Family Wealth
- Planning for Retirement
- Tax Strategies
- Wealth Building for Executives
- Wealth Building for Women
Exit Planning is a Team Sport, Part 2 | Prioritizing Your Personal Wealth in Preparation for a Business Exit
If you want to keep yourself, your family, and your assets safe throughout your business exit, tune in to this episode. This is Part 2 of our series, Business Exit Planning is a Team Sport. (Listen to Part 1 and Part 3 here). Tune in as hosts David Armstrong and Jessica Gibbs continue their discussion with Greg Maddox of Cultivate Advisors.
Are you a founder or business owner looking to exit your business? Do you want to better understand the exit process and the types of advisors you need on your exit team? You’re in the right place. This is Part 1 of our series; Business Exit Planning is a Team Sport. (Access Part 2 and Part 3 here.) In this discussion, Greg reframes exit planning in a whole new light, to illustrate how exit planning is just great business strategy.
Are you a founder or business owner who’s looking to scale your vision, develop high-level leadership skills, or transition from startup to corporate? Then you’ll want to tune in to this lively discussion with our special guest, Seneca Smith, Senior Manager in the Human Capital Practice at Deloitte Consulting.
Are you looking for clarity, conviction and unfiltered advice about your wealth?
You’ve come to the right place.
SECURE Act 2.0 created new retirement and savings opportunities that were not part of the original SECURE Act. Notably, it gives business owners the ability to be more strategic when choosing what kind of tax-deferred plan is best for them based on their personal and business circumstances. It also gave them more options for employees.
If you’re an entrepreneur who’s considering selling your business, tune in to gain valuable advice and insight into preparing for and going through the process. In this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs welcome Kevin DeSanto, the Co-Founder, Managing Director, and Investment Banker at KippsDeSanto & Co.
Business owners: listen to this episode! Valuation expert Chris Anderson, Managing Director at Intrinsic, shares his expertise on valuing closely-held businesses for sale, succession planning, and gift and estate tax planning. He explains what a valuation is based on—and why what you think your business is worth may be different than reality. We then dive into when you need a valuation and what the process and end product look like.