Jeff and Brett chat with Ghislain Gouraige, CEPA, a partner with NewEdge Wealth.
Ghislain discusses his work with ultra-high-net-worth families and entrepreneurs, helping them meet their investment needs, philanthropic goals, and lifestyle objectives.
The discussion focuses on the guidance he provides to entrepreneurs as they prepare to exit their business. Few business owners succeed in the sale efforts of their business, and many of those who succeed end up unhappy with their decision. Ghislain aims to fix that.
He discusses the many factors owners need to consider separately and apart from their companies. If you are a business owner thinking about an exit in the future, you do not want to miss this episode!
Streaming now on YouTube, Spotify, Google, Amazon Music, and Apple Podcasts.
Click here and make sure to also check out the podcast series “ONWARD”, which provides insights and strategies published by the NewEdge team on what it means for an entrepreneur to have a wholesome wealth strategy rather than a simple financial plan.