33. Retirement Planning: Navigating the 18 Holes of Life ft. Sam Stroud
Join us in this episode as we engage in a captivating conversation with our host Jennifer Hodson and Sam Stroud, a seasoned Senior Advisor and Associate Partner at Legacy Planning. With over 35 years ...
24 Jul 202317min
32. The Stairway to Success: Building and Transitioning a Business Empire ft. Shawn Christman
In our latest episode, your host Matt Kulp introduces us to his friend Shawn Christman, the former owner and president of the renowned Seattle Stair and Design Company. With over 38 years of experienc...
11 Jul 202322min
31. Exit Interview ft. Kevin Flounders
Join us for the inaugural episode of "Exit Interviews," where we engage in candid conversations with successful business owners and entrepreneurs who have built and sold their businesses, uncovering t...
27 Jun 202338min
30. M&A in Focus: Analyzing the State of the Union ft. Joe DiGiacomo
Today's episode on Legacy Listens hosted by Jan Graybill has a conversation with Joe DiGiacomo of President, D5 Capital Advisors LLC. In this episode, Jan and Joe dive deep into the current economic l...
13 Jun 202317min
29. Asset Purchase vs. Stock Purchase: How to Make the Right Choice ft. Wendy F. Bleczinski
Today's episode on Legacy Listens hosted by Jennifer Hodson has a conversation with Wendy F. Bleczinski of WFB Tax Law. Wendy is a Tax, Estate and Business Attorney in the greater Philadelphia area. J...
30 Mai 20236min
28. A Strong Family Business Isn't Perfect Ft. Tom Garrity
In the latest episode of Legacy Listens, hosted by Matt Kulp, Tom Garrity, Founder and Managing Partner at Compass Point Consulting, discusses the six pillars of a successful family business, with a p...
16 Mai 202328min
27. What Should You Be Thinking About During Your Child's College Search Process? ft. Joanne LaSpina
Today's episode on Legacy Listens hosted by Jennifer Hodson has a conversation with Joanne Laspina. We will be discussing the college search process and what families and students should be thinking a...
2 Mai 202328min
26. Exit Your Business On Your Terms PART 2 ft. Chris and Scott Snider
Today's episode on Legacy Listens hosted by Jan Graybill has a conversation with Scott and Chris Snider from Exit Planning Institute. Scott Snider is the President of the Exit Planning Institute and t...
25 Apr 202326min
