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 Parents’ Guide: Contributing To Your Child’s Wedding
The Agent of Wealth
15 minutes
2 weeks ago
The Parents’ Guide: Contributing To Your Child’s Wedding
Your child’s getting married — and you want to help. But how do you give generously without putting your own financial future at risk? In this episode of The Agent of Wealth Podcast, Marc Bautis breaks down how parents can thoughtfully and sustainably contribute to their child’s big day. From managing expectations to structuring financial support, Marc provides a practical framework for making generous decisions without jeopardizing your own financial goals. In this episode, you will learn: H...
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: ...
