August 29, 2023
Business Transition Planning, Family Office Services, Podcast
Robert Wermuth, CFP®, CLU®, ChFC®, AIF®

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.

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West Chester, PA 19380

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

Legacy Listens Episode #35

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