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The Agent of Wealth
Marc Bautis
269 episodes
4 days ago
What happens when a business owner’s identity becomes completely tied to the company they’ve built? Selling the business isn’t just a financial transaction — it’s an emotional crossroads. In this episode of The Agent of Wealth Podcast, John Williams is joined by Gregory Kovsky, President of IBA, a firm specializing in the confidential sale of privately held companies. Gregory shares what he’s learned from decades of guiding owners through one of the most impactful transitions of their lives: ...
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Investing
Education,
Business,
Self-Improvement
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All content for The Agent of Wealth is the property of Marc Bautis and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
What happens when a business owner’s identity becomes completely tied to the company they’ve built? Selling the business isn’t just a financial transaction — it’s an emotional crossroads. In this episode of The Agent of Wealth Podcast, John Williams is joined by Gregory Kovsky, President of IBA, a firm specializing in the confidential sale of privately held companies. Gregory shares what he’s learned from decades of guiding owners through one of the most impactful transitions of their lives: ...
Show more...
Investing
Education,
Business,
Self-Improvement
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/f0/f7/9e/f0f79e2f-e09e-48de-a873-5d4180c716d9/mza_3767463024817620383.jpg/600x600bb.jpg
The Cost of Poor Estate Planning With Eric Kaplan
The Agent of Wealth
26 minutes
3 weeks ago
The Cost of Poor Estate Planning With Eric Kaplan
Poor estate planning can leave your family with confusion, conflict, and unnecessary costs — but it doesn’t have to. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Eric Kaplan, Senior Counsel in Greenspoon Marder’s International Wealth and Asset Planning Group. With nearly 25 years of experience, Eric shares valuable insights on the biggest mistakes people make with their estate plans, what happens when someone passes away without a will, and how strategic asset...
The Agent of Wealth
What happens when a business owner’s identity becomes completely tied to the company they’ve built? Selling the business isn’t just a financial transaction — it’s an emotional crossroads. In this episode of The Agent of Wealth Podcast, John Williams is joined by Gregory Kovsky, President of IBA, a firm specializing in the confidential sale of privately held companies. Gregory shares what he’s learned from decades of guiding owners through one of the most impactful transitions of their lives: ...