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: exiting the business they poured themselves into.

In this episode, you will learn:

• How to determine the true value of a business beyond the balance sheet.
• Why timing the sale is more about personal readiness than market forecasts.
• The emotional challenges that often arise during exit planning — and how to prepare for them.
• Key steps to ensure a smooth, confidential, and fair sale process.
• And more!

Tune in for a thoughtful discussion on preserving legacy, maximizing financial outcomes, and planning for what comes after the business is sold.

Resources:

Episode Transcript & Blog | IBAINC.com | 425-454-3052 | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call