In this episode, Ken Zinghini interviews Gail Harris, CERTIFIED FINANCIAL PLANNER® and Senior Vice President at Wealthspire Advisors, on the role a seasoned wealth manager can play in advising business-owner clients on an exit transaction, including financial planning, tax planning, portfolio management, and other challenges of selling their business.

Key takeaways:
How the unique relationship-oriented role of a wealth advisory can be beneficial to a business owner at any stage of the exit process
Motivations for starting early to prepare for a future exit
The importance of considering and planning for both the financial and non-financial aspects of a business sale