Legacy Listens

Today's episode on Legacy Listens hosted by Robert Wermuth with Zane Tarence. They will be diving deep into the topic of Investment Grade, both in public equities and private companies. They will explore how private company owners can determine if their business qualifies for institutional investments and the key factors that investors consider when evaluating a company's potential. Plus, the crucial role of growth in business and how it impacts profitability. This conversation will uncover the different types of buyers in the market and the importance of having a confidential process during negotiations. And don't miss our talk on preparing for an exit, understanding the purpose of your business, and why having clear goals is vital.

For more information on Zane Tarence, please visit www.17-reasons.com/ and check out his book, 17 Reasons Your Company Is Not Investment Grade & What To Do About It and take his Investment Grade Assessment.

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

In today's episode, Legacy's CEO, Jan Graybill sits down with Peter Mares, the founding partner of Growth 1776, renowned for his expertise in finding hidden profits.

Peter shares his passion for helping mid-market companies achieve exceptional financial performance by harnessing the power of artificial intelligence and human intelligence. He believes that business owners should capture the value of their businesses rather than selling them to outside sources. Through their unique analytics, Growth 1776 aims to help business owners discover profit pockets within their own companies and capitalize on them.

Join us Jan and Peter dive deep into topics such as predictive customer churn, analyzing product sales, and leveraging technology to find exceptional performance. They'll also discuss how Growth 1776 works closely with business owners and heads of sales to identify profit improvement opportunities and help clients mitigate risks and seize opportunities.

Get ready for an episode filled with valuable insights, inspiring stories, and practical strategies. Let's uncover the path to exceptional performance together!

For more information on Peter Mares and his services, you can visit him growth1776.com.

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

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 of experience in the financial services industry, Sam shares his experience on retirement planning, drawing parallels between the game of golf and preparing for a fulfilling retirement.

From the pre-round warm-up to the back nine, Sam explores the different phases of retirement and provides valuable insights on how to mentally and financially prepare for each stage. Discover the importance of visualizing your retirement goals, creating a solid financial foundation, and adapting to curve balls that may arise along the way.

As Sam and Jenn discuss the connection between golf and retirement, they highlight the significance of aligning visions with your partner, managing spending habits, and stress-testing your financial plan. Gain practical advice on preparing for the "Go-Go years" of retirement, where energy and spending may be at their peak, as well as the "Slow years," where a shift in lifestyle and careful planning becomes crucial.

Whether you're a golf enthusiast seeking wisdom from the fairways or someone looking to secure a prosperous retirement, this episode will provide you with valuable insights, actionable strategies, and a fresh perspective on planning for your golden years. Tune in to this engaging discussion and embark on a journey to master the 18 holes of life.

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

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 experience in the business, Shawn shares his fascinating journey of building and transitioning out of a stair-building empire.

Seattle Stair and Design wasn't just any stair-building company; they specialized in creating intricate and exquisite stairs, ranging from a couple hundred thousand dollars to million-dollar masterpieces. Shawn's craftsmanship and attention to detail were truly exceptional. Join us as we unravel the story of Shawn Chrisman, a true pioneer in the stair-building industry, and gain valuable insights into building and transitioning a successful business. Tune in to Legacy Listens and be inspired by the wisdom shared by Shawn and other thought leaders in the financial services industry.

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

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 the invaluable insights and lessons learned from their journey. Today's episode is hosted by Kevin Donohue where he sits down with Former Comstar Technologies CEO, Kevin Flounders on how he built and sold his business. Flounders, a successful entrepreneur with over 25 years in the telecom industry, led Comstar through a successful exit in 2018. Flounders admits he wishes he had resources for conversations like this to best set up his options when he was preparing to sell,

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

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 landscape to provide a comprehensive analysis of the State of the Union on mergers and acquisitions (M&A). Join us as we explore the challenges, opportunities, and trends shaping the M&A landscape in our ever-evolving economy

For more information about Joe and D5 Capital Advisors, visit them at www.d5capadvisors.com.

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

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. Jennifer and Wendy discuss the difference between asset and stock purchase and how to make the right choice for your business.

For more information about Wendy F. Bleczinski and WFB Tax Law, visit www.wfbtaxlaw.com.

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

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 particular focus on the Governance pillar. Garrity explains how having proper governance structures in place can help a family business run smoothly and ensure effective interactions between family members and the business. Kulp and Garrity dive deeper into these topics, sharing insights and tips to help take your business to the next level. To learn more about Tom Garrity or Compass Point Consulting, visit their website at www.compasspt.com.

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 about during this journey. Joanne is the Founder of My College Helper and believes that every student can find the best match school for them academically, socially, AND financially. Joanne has a ton of experience. She is a Certified Educational Professional and has 20-plus years of experience in higher education, counseling and writing. She has visited hundreds of campuses and shares her knowledge to help match students with right-fit opportunities.

For more information about Joanne and her services, please visit her at https://www.mycollegehelper.com/about.php.

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

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 the operating partner of Snider Premier Growth, a small family investment company. Chris Snider, his father is the CEO of the Exit Planning Institute. Chris wrote an award-winning book called Walking To Destiny. 11.

In this PART 2 of 2 series, we're going to learn how to greatly improve the transition of your business experience and financial outcomes. In this episode, we will focus on the three numbers every business owner should know, and manage to meet their goals.

For more information about Chris and Scott Snider, visit www.exit-planning-institute.org.

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.