October 25, 2025
Business Transition Planning, Family Office Services, Succession Planning
Robert Wermuth, CFP®, CLU®, ChFC®, AIF®

Beyond the Exit: Videos & Resources

Smart Succession Strategies to Help Protect Your Legacy and Maximize Value

What Are Your Business Succession Options?
5 Strategies To Consider

Navigating Business Succession Planning

Transferring the Business to Key Employees

Employee Stock Ownership Plans (ESOPs)

Passing the Business to Your Children

Selling Your Business to a Private Equity Platform

Strategizing Closely Held Stock Transfer for Future Generations

Recapitalizing Your Company’s Stock

Building Generational Prosperity Through Strategic Planning

Asset vs Stock Sale: This really basic topic is often misunderstood.

Selling Your Business to a Family Member

Tools and Techniques for Your Business Transition

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.

Beyond the Exit: Videos & Resources

Smart Succession Strategies to Help Protect Your Legacy and Maximize Value

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