65. Building the Right Team for a Seamless Business Transition ft. Zane Tarence
In this episode, host Rob Wermuth sits down with Zane Tarence, Managing Director at Founders Advisors, investment banker, and author of 17 Reasons Your Company's Not Investment Grade and What to Do Ab...
14 Heinä 202521min
64. The Quality of Risk: Cyber Planning for Business Transitions and Long-Term Wealth Builders ft. Jason Frank
In this episode, host Rob Wermuth is joined by Jason Frank, Chief Operating Officer at SpecterOps, to explore one of the most critical issues facing businesses today: cybersecurity. With a background ...
16 Kesä 202528min
63. Who's Buying Businesses Now? Private Equity, Strategic Buyers, and a New Generation of Owners ft. Andy Greenberg
In this episode, host Rob Wermuth sits down with Andy Greenberg, CEO of Greenberg Variations Capital, a boutique investment banking firm focused on highly targeted middle-market transactions. Together...
29 Touko 202526min
62. Planning Your Exit: Essential Steps for Business Succession and Estate Tax Reduction ft. Dirk Simpson
In this episode, host Rob Wermuth sits down with Dirk Simpson, a seasoned attorney and Partner at Royer Cooper Cohen Braunfeld LLC, for a practical and insightful look at the challenges and opportunit...
12 Touko 202522min
61: Preparing Your Business for Sale: Key Legal Considerations and Strategies ft. Chad Cowan
In this episode of Legacy Listens, host Rob Wermuth sits down with Chad Cowan, a Member at Cozen O'Connor, to discuss the essential steps for a successful business transition. Drawing on his experienc...
7 Huhti 202522min
60: Is A Family Office Right for Me? ft. Andrew Fay
In this episode of Legacy Listens, hosts Rob Wermuth and Kevin Donohue sit down with Andrew Fay from 1712 Consulting to explore the evolving world of wealth management. Drawing on decades of experienc...
10 Maalis 202522min
58: Unlocking the Power of Sabbaticals for Personal Growth and Business Success with Matt Kulp and Natalie Hodak
In this special episode of Legacy Listens, COO, Natalie Hodak interviews Senior Partner, Matt Kulp about his transformative sabbatical after 23 years of leadership at Legacy Planning Partners. Matt sh...
16 Joulu 202425min
