Broker Check
  • News & Resources ›
  • Beginning with the End in Mind: Understanding Goals and Purpose for a Successful Business Exit ft.Zane Tarence
  • Business Transition Planning, Podcast, Succession Planning

Beginning with the End in Mind: Understanding Goals and Purpose for a Successful Business Exit ft.Zane Tarence

Legacy Listens Episode #35

Dive into investment grade ratings for companies on Legacy Listens!

Senior Partner, Robert Wermuth and Zane Tarence, Author of 17 Reasons Your Company Is Not Investment Grade & What To Do About It, and creator of the Investment Grade Assessment, discover how investors assess management, growth potential, and scalability.

Learn about buyer types and their impact on valuations. Plan your exit strategy for financial control.

A few key takeaways:

  • Institutional investors evaluate firms based on management, growth, and scalability.
  • Explore buyer categories affecting valuations.
  • Plan your exit for financial freedom.

Listen now to prepare for an exit, understand the purpose of your business, and why having clear goals is vital. 

For more information on Zane Tarence, please visit: www.17-reasons.com

Find us on Spotify and Apple podcast. Subscribe to “Legacy Listens” today. 

Click here for the Legacy Listens podcast

Rob Wermuth is a senior partner with Legacy Planning who combines nearly 30 years of financial services experience with cutting-edge technology to deliver to his clients integrated solutions to simplify their complex financial reality. He specializes in documenting goals and developing strategies for significant life events, including: corporate succession planning, estate planning and establishing or managing a family foundation.
back to news

Related Posts:

Lehigh Valley

3440 Hamilton Blvd
Allentown, PA 18103
get directions

Plymouth Meeting

600 W Germantown Pike, Ste 261
Plymouth Meeting, PA 19462
get directions

West Chester

228 W Gay Street
West Chester, PA 19380
get directions
FORM CRS

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

2023 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 
22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance.
Your experience may vary. Click here for more award information.

2023 Philadelphia Book of Lists Money Managers, created by Philadelphia Business Journal. Presented 3/2022.
Advisors were ranked by local assets under management/advisement as of 2/2022. An unknown number of Advisors were invited to submit their assets under management or assets under
advisement figures for consideration. These numbers were not independently verified. The top 29 are listed. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s
future performance. Your experience may vary. Click here for the most recent award information.

eLegacy

View your wealth management website

Access

Investor 360

View your Commonwealth accounts
access

SEI

View your SEI Investment accounts

Access