Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, recently joined Brett Maron and Jeff Bast on BAST AMRON’s The Practice podcast. He discusses his work with ultra high net worth families and #entrepreneurs as well as the many factors owners need to consider separately and apart from their companies.
Karen Glassman, Managing Director at NewEdge Wealth, joins Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, as he sits down with John Stewart, Co-Founder of Creo Valo, in our latest episode of “ONWARD.”
Robin Petty, Managing Director and Head of Wealth Strategy at NewEdge Wealth sits down with Doug Knight, Chief Executive Officer at WorldTEK Travel Management, in our latest episode of “ONWARD.”
This is “ONWARD”, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan. John Straus, Jr., CFP®, Partner and Co-Founder at NewEdge Wealth, sits down with Matt Curry in episode 2 of “ONWARD”.
This is ONWARD, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan. In Episode 1, NewEdge Wealth Partner, Ghislain Gouraige, welcomes Eddie Montalvo, a successful entrepreneur who’s had several great exits from his aviation services company. Eddie speaks about his first management buyout in 1997, obstacles he’s faced along the way, and what ventures lay ahead.
Selling your company to a Private Equity firm affords you many potential benefits, one of which is the ability to rollover equity and defer a portion of the gain realized on the sale of your business. While sellers typically focus on the sale timing and structure, they may be missing a powerful planning opportunity by not exploring planning options for their rollover equity.
You sold your company took that dream vacation and you’re back home well-rested, refreshed, ready to start upon your next endeavor… and you’re bored. You find yourself puttering around the house, being disruptive to your family. Even your dog is starting to wonder why you’re always around. And then it happens… you start to miss your old business. While you’re thrilled with the payout, a feeling of seller’s remorse starts to creep in.