Legacy Listens

Legacy Listens we have honest conversations with thought leaders in the financial services industry. We will share steps on how to build wealth intelligently. You will hear from experts in Investment Management, Business Succession, Family Office Services, and Income and Estate Tax Planning.Thank you for joining us. For questions, visit us at Legacy Planning at legacy-online.com.

Legacy Listens is a business podcast hosted by Legacy Planning, with 65 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Legacy Planning hosts Legacy Listens, a business show with 65 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Legacy Listens

  65. Building the Right Team for a Seamless Business Transition ft. Zane Tarence

  Jul 14, 202522 minS0

  <p>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 About It. </p> <p>With over 25 years of experience and more than 85 successful deals closed, Zane brings a candid perspective to today's business sales environment. He and Rob cover the shifting landscape as Baby Boomer owners prepare to exit, the growing role of private equity, and how AI is influencing the M&A process. </p> <p>From identifying what makes a company truly "investment grade" to outlining key st...

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  Legacy Listens

  64. The Quality of Risk: Cyber Planning for Business Transitions and Long-Term Wealth Builders ft. Jason Frank

  Jun 16, 202529 minS0

  <p >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 in penetration testing, threat hunting, and enterprise security operations, Jason shares insights from years on the front lines of digital defense.</p> <p >They discuss the rise of ransomware, the impact of artificial intelligence on risk, and how zero trust models are reshaping security in a remote-first world. Jason breaks down complex topics into practical steps that business owners, especially those leading small to mid-sized companies, can act...

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  63. Who's Buying Businesses Now? Private Equity, Strategic Buyers, and a New Generation of Owners ft. Andy Greenberg

  May 28, 202527 minS0

  <p >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.</p> <p >Together, Rob and Andy unpack the evolving business transition landscape, especially in light of the "silver tsunami" as many Baby Boomer business owners prepare to retire or sell. Andy offers sharp insights into current market conditions, the drivers behind deal activity, and the common challenges facing both sellers and buyers in today's environment.</p> <p >From the importance of early succession planning to assembling the right advisory team, Andy shares...

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  62. Planning Your Exit: Essential Steps for Business Succession and Estate Tax Reduction ft. Dirk Simpson

  May 12, 202523 minS0

  <p >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 opportunities facing business owners and families planning for the future.</p> <p >They unpack what it really means to start early when it comes to succession planning, break down the role of trusts and gifting strategies, and explore how recapitalization can fit into a broader long-term wealth plan.</p> <p >Whether you're thinking about selling a business, transferring wealth, or simply making sure your assets reflect your...

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  Legacy Listens

  61: Preparing Your Business for Sale: Key Legal Considerations and Strategies ft. Chad Cowan

  Apr 7, 202523 minS0

  <p >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 experience as a transactional attorney, Chad shares practical insights on preparing to sell a business — whether to a strategic buyer or a private equity firm.</p> <p >From assembling the right team of advisors to navigating legal complexities and due diligence, Chad outlines the key elements of a smooth and profitable exit. Whether you're considering a sale now or planning for the future, this episode provides actionable gu...

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