Welcome to the “Off the Wall” Podcast

The podcast redefining wealth for founders and high-earning execs. Let’s dive in!

Latest Episode:
December 3, 2024Charitable Giving & Philanthropy
Recent Episode:
October 10, 2024Investing & Portfolio Strategies
Filter By Category: Wealth Planning for Business Owners

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 looking for clarity, conviction and unfiltered advice about your wealth?

You’ve come to the right place.

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.

Subscribe to Monument #Unfiltered – It’s Free!

Get our straightforward, no B.S. wealth advice delivered straight to your inbox no more than 2x per month. Specifically tuned for high-net-worth business professionals and investors. Unsubscribe anytime with 1-click.