February 27, 2024
Family Office Services, Podcast, Succession Planning
Kevin Donohue, CFP®, AIF®

Exit Interview – Transitioning with Integrity: A Founder’s Path to ESOP and Legacy ft. Dave Calvaresi

Legacy Listens Episode #46

Everyone has their own hills and valleys in life and business, but you can’t let the lows define your highs!

This week on Legacy Listens, Senior Advisor, Kevin Donohue takes an entrepreneurial adventure with David Calvaresi, the founder of ValSource.

Dave shares how he began his business amidst family challenges and dealt with financial crises along the way, but he did not let those struggles stand in his way of creating a thriving workplace with a strong and positive culture.

You do not want to miss out on these lessons in resilience, perseverance, and diligence!

Listen now.

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

Click here for the Legacy Listens podcast

Kevin Donohue is a partner at Legacy Planning Partners who specializes in helping families with complicated finances organize their affairs, document their goals and identify strategies to help them reach these goals more effectively. He combines nearly 20 years of financial services experience with cutting edge technology to deliver his clients integrated solutions to simplify their complex financial reality.

Lehigh Valley

3440 Hamilton Blvd
Allentown, PA 18103

Horsham

110 Gibraltar Road, Ste 227 Horsham, PA 19044

West Chester

228 W Gay Street
West Chester, PA 19380

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.

Exit Interview – Transitioning with Integrity: A Founder’s Path to ESOP and Legacy ft. Dave Calvaresi

Legacy Listens Episode #46

Related Posts:

Lehigh Valley

Horsham

West Chester

eLegacy

Investor 360

SEI