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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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: ...
The One Big Beautiful Bill Act: Key Provisions to Know
The Agent of Wealth
32 minutes
1 month ago
The One Big Beautiful Bill Act: Key Provisions to Know
The One Big Beautiful Bill Act (OBBBA) – a sweeping piece of tax legislation that impacts everything from deductions to child savings accounts – has been passed. Do you know what it means for your financial plan? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Williams to break down key provisions of the new law and highlight the biggest planning opportunities. In this episode, you will learn: How the new $40,000 SALT deduction cap works, who benefits, and w...
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: ...
