Are you building wealth — or just hoping it lasts?

In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Katherine M. Sheehan, Managing Director and Wealth Strategist at Crestwood Advisors, about how smart planning protects both your business and your legacy.
Katherine breaks down what every entrepreneur should know about estate and succession planning — from powers of attorney to corporate recordkeeping — and explains how the Qualified Small Business Stock (QSBS) provision can help business owners exclude up to $10 million in gains when selling their company.
You’ll learn how to avoid costly mistakes, when to bring in specialized advisors, and how to prepare the next generation to carry your vision forward.
🔑 Key Takeaways

→ Estate planning is an investment, not an expense
→ Every business owner needs contingency and succession plans
→ QSBS can unlock massive tax savings with the right timing
→ Build a coordinated team of legal, tax, and financial professionals
→ Start family legacy discussions early to prevent future conflict

💬 Quote from Katherine Sheehan

“Too many business owners wait until it’s too late. A little planning today can save millions tomorrow and protect everything you’ve worked for.”

💼 Connect with Katherine Sheehan

📍 Crestwood Advisors
📧 [email protected]
📞 617-226-0044
🌐 crestwoodadvisors.com

Learn more about your ad choices. Visit megaphone.fm/adchoices