In this episode of the Business Owner Bootcamp Podcast, host Michael Delgass sits down with transition expert Elizabeth Parsons from Zelinka Parsons, a consulting firm that guides business owners and attorneys through retirement, succession, and professional transition with clarity.

Tune in as we explore the psychological and emotional challenges business owners face when selling their companies. Discover why identity and life structure are so deeply tied to entrepreneurship, and learn actionable strategies for designing a fulfilling post-sale life. Whether you’re planning a sale or supporting someone who is, this conversation offers a roadmap for personal reinvention and lasting fulfillment.

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 sits down with Ramsey Goodrich, Managing Partner and investment banker at Carter Moore & Goodrich to explore the emotional and strategic journey of selling a closely held business. Ramsey brings more than 25 years of experience advising owners and executives of family held and founder led middle market companies on strategies to maximize shareholder value through M&A and capital transactions.

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 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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