Welcome to the “Off the Wall” Podcast

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

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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.

Jun 12, 2023 Podcast

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.

May 01, 2023 Podcast

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.

Mar 27, 2023 Podcast

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.

Nov 10, 2022 Podcast

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.

Mar 10, 2022 Podcast

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