49. Lessons in Leadership, Transitioning Ownership, and Nurturing Business Success ft. Kane D'Amico
In this episode of Legacy Listens, we delve into the captivating journey of Kane D'Amico, owner and partner at Alliance Heating and Air Conditioning. Hosted by Matt Kulp, we talk about how Kane's 30-y...
8 Huhti 202424min
48. Exit Interview ft. David Regn
Join host Kevin Donohue on Legacy Listens as he we sit down with David Regn, a full-service advertising industry titan, to unravel the complexities and personal triumphs of executing a private equity ...
27 Maalis 202431min
47. Revitalize Your Business: Integrative Medicine Strategies for Optimal Health and Success ft. Dr. Anthony Bazzan
Join host Robert Wermuth on Legacy Listens we dive into the world of integrative medicine with Dr. Anthony Bazzan, the medical director of the Marcus Institute of Integrative Health - Jefferson Health...
11 Maalis 202422min
46. Exit Interview - Transitioning with Integrity: A Founder's Path to ESOP and Legacy ft. Dave Calvaresi
Join host Kevin Donohue on Legacy Listens as he explores the entrepreneurial journey with David Calvaresi, Founder of ValSource who is heavily committed to the community, one institution he works with...
26 Helmi 202438min
45. Uncovering Stories of Perseverance and Growth in Financial Services ft. Natalie Hodak
In this episode of Legacy Listens, we have an honest and insightful conversation with Natalie Hodak, Chief Operations Officer at Legacy Planning Partners. Hosted by Matt Kulp, the discussion covers Na...
12 Helmi 202416min
44. The Five Principles of Intentional Growth ft. Ryan Tansom
Today's episode on Legacy Listens hosted by Robert Wermuth sits down with Ryan Tansom, an entrepreneur and founder of Arkona. Ryan shares his entrepreneurial journey, starting with the sale of his fam...
29 Tammi 202422min
43. The Importance of Risk Management in Business Transition ft. Carmine Corridore and Bill Campbell
Today's episode on Legacy Listens hosted by Robert Wermuth sits down with Carmine Corridore and Bill Campbell. Carmine brings his expertise in cyber defense, focusing on cybersecurity solutions, while...
15 Tammi 202419min
42. Tax Efficiency Strategies ft. Bob McCarthy
Today's episode on Legacy Listens hosted by Robert Wermuth we delve into a thought-provoking conversation with Bob McCarthy from SEI. The discussion centers around SEI's tax managed solutions, direct ...
11 Joulu 202327min
