Welcome to Business Owner Bootcamp, the Nova Core 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 this episode, Sandy Wiggins, financial advisor and Managing Director at Nova Core 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.
Business Owner Bootcamp Episode 5: Key Strategies to Think About when Selling Your Business
In this episode, Sandy Wiggins, financial advisor and Managing Director at Nova Core 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.
Nova Core Advisors LLC (“Nova Core”) 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 Nova Core is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Nova Core 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. Nova Core’s current disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.
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IMPORTANT DISCLOSURE INFORMATION
Nova Core Advisors LLC, Fiducient Advisors LLC, Nova Core Retirement, LLC dba Nova Core Retirement Advisory, and certain other affiliates are separately registered investment advisers. 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 Nova Core is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Nova Core 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. A copy of Nova Core’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.
