Broker Check

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:

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


View your wealth management website

Investor 360

View your Commonwealth accounts