Onward: Building, Exiting, and Everything in Between with Alyssa Kaiser

Onward: Building, Exiting, and Everything in Between with Alyssa Kaiser

A historic generational shift is reshaping entrepreneurship. As Baby Boomers exit their businesses at unprecedented scale — trillions of dollars changing hands — Gen X, Millennials and Gen Z are stepping in with fundamentally different views on ownership, risk, purpose and what an "exit" even means. In this episode, NewEdge Wealth Partner Ghislain Gouraige, CEPA® and Wealth Strategist Alyssa Kaiser, CFA® explore how each generation approaches entrepreneurship, growth and transition, drawing on insights from their latest white papers and previewing key themes from the upcoming Onward Conference. From identity-driven founders to tech-enabled, capital-light builders, this conversation offers valuable perspective for entrepreneurs navigating today's evolving landscape. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit newedgewealth.com/onward. [https://www.newedgewealth.com/onward/]

The Executive Edge: The World as a Classroom, Lessons from Dr. Scott Massey

From academia to global leadership, Dr. Scott Massey has spent his career exploring how economic growth and human flourishing can move together. As Chairman & CEO of Global Action Platform, he brings universities, businesses, and investors together to build scalable solutions in food, health, and prosperity—from Tennessee to communities around the world. Rich Ina talks with Dr. Massey about the values that ground his work, the mentors who shaped his path, and the habits that keep him sharp. They also dig into the next generation of leadership, the pitfalls of a "check-the-box" education, and why courage, curiosity, and real human thinking matter even more in an AI-driven era. Want to learn more about The Executive Edge series? Visit newedgewealth.com/nashville [https://www.newedgewealth.com/nashville/].

Onward: Do You Know What Your Business is Really Worth?

Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, sits down with Paul Emrick, CFP®, CIMA®, CEPA®, Principal at NewEdge Wealth, who is a specialist in business valuation. The two unpack why understanding the value of your business is important, whether you're thinking about an exit, estate planning or future-proofing your company. In this episode, you'll learn why valuation is more than just a single number and what really drives it — from revenue growth and customer diversification to recurring income and succession planning. Paul breaks down the key levers that can increase your company's worth, explains how valuation ties directly into personal wealth planning and legacy decisions and shares the tools we use at NewEdge Wealth to assess value accurately and strategically. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit newedgewealth.com/onward. [https://www.newedgewealth.com/onward/]

Onward: Insights from a Serial Entrepreneur, Steve Zuckerman

We're pleased to welcome Steve Zuckerman, a seasoned entrepreneur, former attorney and investment banker, for a compelling conversation with Ghislain Gouraige, CEPA®, Parter at NewEdge Wealth. Steve's professional journey from corporate law to investment banking to building and exiting multiple ventures offers a rare blend of strategic insight and real-world experience. In this episode, he reflects on the early life experiences that shaped his entrepreneurial mindset, the cross-disciplinary lessons gained from practicing law and structuring complex deals in banking and what it truly takes to build an institutional-grade business that commands investor interest and premium valuations. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit newedgewealth.com/onward. [https://www.newedgewealth.com/onward/]

Onward: Beyond the Handshake with Laurie Barkman

Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth meets with Laurie Barkman, a Business Transition Advisor and adjunct Professor of Entrepreneurship at Carnegie Mellon University. Laurie is host of the podcast series, Succession Stories, and author of the Business Transition Handbook. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit newedgewealth.com/onward. [https://www.newedgewealth.com/onward/]