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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.
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