The Inside Edge
The Inside Edge is a podcast from NewEdge Wealth featuring conversations with entrepreneurs, executives, and industry experts. From navigating business transitions to rethinking wealth strategy, each episode offers real-world insights for those managing complexity and planning for what's next. Whether you're building, exiting, or advising, The Inside Edge brings perspective to the moments that matter. Learn more at newedgewealth.com.
Episodes
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...
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 tha...
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 wha...
Geoff Eliason, CEO & Principal at SDR Ventures, and Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, as the two discuss what a roll-up is and some of the areas where they see them happening.
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.
Karen Glassman, Managing Director at NewEdge Wealth, meets with Josh Kanter, CEO of leafplanner, to share his experience running his family office.
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 newe...
From his humble beginnings in Lewisburg, Kentucky, to his transformative experiences in the U.S. Air Force and beyond, Bob Higgins, President and CEO of Barge Design Solutions, shares valuable insights into leadership, resilience, and continuous learning.
Join host Rich Ina as he navigates through Bob's career trajectory, highlighting pivotal moments such as his foray into generative AI and his innovative approaches to talent reten...
Partners and advisors across NewEdge Wealth share stories about the importance of finding your financial quarterback and the significant role they play.
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.
Alain Toto, Managing Director at Waterfall Asset Management, joins Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, to discuss the role private equity firms can play in a transaction and how business owners should be prepared.
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.
Rich Ina, Partner at NewEdge Wealth, sits down with Bob McCann, Co-Chairman of NewEdge Capital Group. Mr. McCann spent the first 26 years of his career at Merrill Lynch, beginning as a trader and rising through the ranks to lead one of the world's largest wealth management businesses as Vice Chairman and President of Global Wealth Management. In 2009, UBS Wealth Management named Mr. McCann Chief Executive Officer of UBS Wealth Mana...
Karen Glassman, Managing Director at NewEdge Wealth, joins Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, as he sits down with John Stewart, Co-Founder of CreoValo.
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.
Robin Petty, Managing Director and Head of Wealth Strategy at NewEdge Wealth sits down with Doug Knight, Chief Executive Officer at WorldTEK Travel Management.
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.
John Straus, Jr., CFP®, Partner and Co-Founder at NewEdge Wealth, sits down with Matt Curry, Founder of Craftsman Auto Care.
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.
NewEdge Wealth Partner Ghislain Gouraige welcomes Eddie Montalvo, a successful entrepreneur who's had several great exits from his aviation services company. Eddie speaks about his first management buyout in 1997, obstacles he's faced along the way, and what ventures lie ahead.
Whether you're building a company or preparing to exit, this conversation offers a rea...
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