Legacy Listens

Hosted by Legacy Planning

BusinessInterviews guests

Website RSS feed

Episodes

Latest episode

Jul 2025

Language

About the show

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.

Listen to episodes

60 recent

July 14, 202521 min

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

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. 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. From identifying what makes a company truly "investment grade" to outlining key steps that help drive value, Zane offers practical insights for founders, advisors, and anyone thinking about succession. Tune in for a high-impact conversation that highlights what it really takes to build and sell a business the smart way. ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Legacy Planning offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Legacy Planning is owned by HUB International. HUB and Commonwealth are separate and unrelated entities. ____________________________ To provide securities-related services, certain principals of Founders Advisors, LLC are licensed with Founders M&A Advisory, LLC, member of FINRA & SiPC. Founders M&A Advisory is a wholly owned subsidiary of Founders Advisors. Neither Founders Advisors nor Founders M&A Advisory provide investment advice.

June 16, 202528 min

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

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. 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 on today. From strengthening password protocols to implementing multi-factor authentication and managing identity risk, Jason offers clear, actionable advice. He also explains how tools like BloodHound can reveal vulnerabilities that often go unnoticed. Looking ahead, the conversation touches on balancing innovation with privacy, preparing the next generation of cybersecurity talent, and why an annually reviewed cyber action plan is essential to long-term business value. If you are thinking about how to better protect your organization, clients, and legacy in an increasingly digital world, this episode is filled with timely and practical guidance. ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Legacy Planning offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Legacy Planning is owned by HUB International. HUB and Commonwealth are separate and unrelated entities.

May 29, 202526 min

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

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. 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. From the importance of early succession planning to assembling the right advisory team, Andy shares what it really takes to position a business for long-term value and a successful exit. Whether you're an owner thinking about a future transition or an advisor guiding clients through change, this episode is full of practical takeaways from someone who's seen it all at the closing table. ____________________________ 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.

May 12, 202522 min

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

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. 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. Whether you're thinking about selling a business, transferring wealth, or simply making sure your assets reflect your family's values, this episode is packed with real-world examples and thoughtful takeaways to help guide the journey. ____________________________ 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.

April 7, 202522 min

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

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. 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 guidance to help business owners succeed. ____________________________ 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.

March 10, 202522 min

60: Is A Family Office Right for Me? ft. Andrew Fay

In this episode of Legacy Listens, hosts Rob Wermuth and Kevin Donohue sit down with Andrew Fay from 1712 Consulting to explore the evolving world of wealth management. Drawing on decades of experience, including his time at Fidelity, Andrew shares insights on managing financial, human, and social capital. From succession planning to family governance, he breaks down the complexities of sustaining generational wealth. Whether you're planning a business transition or seeking to enhance your financial strategy, this episode offers valuable advice and resources. Tune in to learn how to build and preserve wealth across generations. ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Legacy Planning offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Legacy Planning is owned by HUB International. HUB and Commonwealth are separate and unrelated entities.

January 20, 202525 min

59: Strategic Planning for Business Owners ft. Wayne Herring

In this episode of Legacy Listens, Senior Advisor and Partner Matt Kulp interviews Wayne Herring, founder of Business Builder Camp, about the transformative power of coaching for business owners. Matt shares how working with Wayne over the past three years has shaped his growth, from building a five-year strategic plan to leveraging peer advisory boards and one-on-one coaching. Wayne discusses the inspiration behind Business Builder Camp, the value of collaboration among diverse leaders, and the importance of visionary and integrator roles in driving business success.Tune in for actionable insights to elevate your leadership and build a thriving business! ____________________________ 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.

December 16, 202425 min

58: Unlocking the Power of Sabbaticals for Personal Growth and Business Success with Matt Kulp and Natalie Hodak

In this special episode of Legacy Listens, COO, Natalie Hodak interviews Senior Partner, Matt Kulp about his transformative sabbatical after 23 years of leadership at Legacy Planning Partners. Matt shares how intentional preparation with his team ensured business growth during his absence and reflects on the challenges of stepping away. He discusses the importance of proactive planning, clear communication, and leaning on a strong support network. Matt also opens up about navigating personal challenges and finding renewed purpose. Discover how sabbaticals can inspire both personal growth and sustainable business practices in this insightful conversation. ____________________________ 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.

November 11, 202415 min

57: Building Wealth and Human Development in the Business World Ft. Irina Baranov

In this episode of Legacy Listens, host Robert Wermuth sits down with Irina Baranov, a globally recognized executive coach and keynote speaker, for an inspiring conversation about leadership, personal growth, and wealth management. Irina shares her remarkable journey into executive coaching and peer group leadership, offering insights into her work with high-level groups like Vistage and TIGER 21. Listen in as she discusses the transformative TIGER 21 experience, where ultra-high-net-worth members navigate their wealth journey from financial success to a life of deeper significance. Packed with Irina's wisdom on fostering human development alongside business success, this episode provides invaluable perspectives for leaders seeking to make a lasting impact. For more information about Irina, please visit at https://www.linkedin.com/in/irinabaranov/ ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 1810bu3 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.

October 7, 202428 min

56. Reshaping Futures: The Harambee Foundation's Efforts to Save Tanzanian Children from the Streets Ft. Joshua Johnston

Join host Robert Wermuth on Legacy Listens bring you the remarkable story of Josh Johnston, Field Director for the Harambee Foundation and Founder of the Manyara Holistic Center (MAHOCE) in Tanzania. Joshua shares about his Pennsylvania roots to his transformative work in East Africa, he also discusses his journey of self-discovery and the powerful mission behind his efforts to keep street children in school. Together, we'll explore the challenges, triumphs, and the lasting impact of the center on the local community. Tune in for an inspiring conversation about resilience, transformation, and the power of small actions to create big change. For more information about Joshua and the Harambee Foundation, please visit at www.harambeefoundation.org. ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 1810bu3 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.