3 episodes

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 Legacy Planning

    • Business
    • 5.0 • 4 Ratings

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.

    3. How to Choose An Investment Banker When Selling Your Business ft. Andy Greenberg

    3. How to Choose An Investment Banker When Selling Your Business ft. Andy Greenberg

    Today’s episode on Legacy Listens hosted by Robert Wermuth has a conversation with Andy Greenberg from Greenberg Variations Capital on the value of an investment Banker when selling your business.

    For more information about Andy Greenberg or Greenberg Variations Capital please visit www.greenbergvariations.com and on his podcast, Middle Market Musings.   
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    Legacy Planning 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.

    • 17 min
    1. The Great Resignation - What to do? ft. Tom Garrity

    1. The Great Resignation - What to do? ft. Tom Garrity

    Today’s episode on Legacy Listens hosted by Matthew Kulp has a conversation with Tom Garrity from Compass Point Consulting on The Great Resignation and how to approach this as an employer.

    For more information about Tom Garrity or Compass Point Consulting please visit www.compasspt.com.  ​​______________​​______________​​
    Legacy Planning 3440 Hamilton Blvd Allentown, PA 18103  484-765-9100  www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

    • 27 min
    2. Qualified Small Business Stock (QSBS) Potential Benefits ft. Dirk Simpson

    2. Qualified Small Business Stock (QSBS) Potential Benefits ft. Dirk Simpson

    Today’s episode on Legacy Listens hosted by Robert Wermuth has a conversation with Dirk Simpson from Royer Cooper Cohen Braunfeld LLC in Conshohocken, PA on what Qualified Small Business Stock and their potential benefits for your business.

    For more information about Dirk Simpson or RCCBLAW please visit www.rccblaw.com.  ______________​​______________​​
    Legacy Planning 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.
     

    • 9 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

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