Legacy Listens

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 1 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 tangible value versus intangible value.

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

​​______________​​______________​​

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 Matt Kulp has a conversation with Bob McCormack, Founder of Murphy McCormack Capital Advisors on business owner readiness with the valuation of your company. Roughly 70% of the clients that Bob works with don't know the value of their business. Matt and Bob talk about why it is important to keep up to date with the Value of your company.

For more information about Bob McCormack please visit Murphy McCormack www.murphymccormack.com

​​______________​​______________​​

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 Kevin Donohue has a conversation with Barry Smith of CFGI. Barry is a Partner and Private Equity Leader in the Philadelphia area. For the past 24 years, Barry has been in the M&A world and assists private equity buyers of various sizes with buying businesses and then after they buy those businesses helping them with setting up effective accounting and financial operations to facilitate the period of hyper-growth that is planned post-investment. Kevin and Barry's talk will be of most value to the Business Owner who is considering selling their business and what to do next.

For more information about Barry Smith and CFGI, visit www.cfgi.com.

​​______________​​______________​​

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. For over 25 years, Wendy has worked with her clients to find innovative tax solutions. Jennifer and Wendy talk about the challenges that come with bringing the next generation into your family business.

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

​​______________​​______________​​

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.

They always say, "teamwork makes the dream work", but what about the work behind the scenes that goes into creating that team?

Today's episode on Legacy Listens hosted by Brendan Speers, Director of Retirement Planning Services has a conversation with Nick Tranguch of BSI Corporate Benefits. Nick is the Senior Vice President at BSI, which is an independent national employee benefits consulting firm. Brendan and Nick talk about a team-based approach and how that benefits their clients (and their employees).

For more information about Nick Tranguch and BSI Corporate Benefits, visit www.bsicorporate.com.

​​______________​​______________​​

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 Jeff Dye has a conversation with Joe Gaudi of Gaudio CPA and Business Advisory. Joe specializes in small business and individual taxes. He considers himself part of your team – there to help you accomplish all your goals. Jeff and Joe talk about the upcoming tax season and what to consider before filing.

For more information about Joe Gaudi visit www.Gaudiocpa.com

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements and you should consult your attorney or tax advisor for guidance on your specific situation

​​______________​​______________​​

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements and you should consult your attorney or tax advisor for guidance on your specific situation are included.

​​______________​​______________​​

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 Jim Socci, an EOS Implementer at EOS Worldwide. EOS is a simple, proven business operating system that can help your entrepreneurial organization clarify, simplify, and achieve its vision. Jan and Jim talk about what over 20,000 entrepreneurs have tried and found to be successful when learning how to work on their businesses.

For more information about Jim Socci visit https://www.eosworldwide.com/jim-socci

​​______________​​______________​​

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 Matt Kulp has a conversation with Dr. Lori Verderame, an award-winning TV personality and TV talk show host with a Ph.D. in art history. Matt and Lori talk about appraising, selling, and educating yourself about your antiques or collections.

For more information about Dr. Lori Verderame visit https://www.drloriv.com/

​​______________​​______________​​

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 special episode on Legacy Listens hosted by Matt Kulp has a conversation with CEO and Founder Jan Graybill from Legacy Planning. In this third episode of a 3 Part series, Jan and Matt sit down to talk about Advanced Planning Services and how Jan has been living his Next Chapter in business. For more information about Legacy Planning please visit www.legacy-online.com.

​​______________​​______________​​

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 special episode on Legacy Listens hosted by Matt Kulp has a conversation with CEO and Founder Jan Graybill from Legacy Planning. In this second episode of a 3 Part series, Jan and Matt sit down to talk about the beginning of Legacy Planning and all the trials, tribulations, and triumphs in the second 10 years of Legacy Planning.

For more information about Legacy Planning please visit www.legacy-online.com.

​​______________​​______________​​

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.