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Preparing Your Business for Sale: Key Legal Considerations and Strategies ft. Chad Cowan

Legacy Listens episode #61

Preparing Your Business for Sale: Key Legal Considerations and Strategies

Host Rob Wermuth sits down with Chad Cowan, Member at Cozen O’Connor, to discuss the essential steps for a successful business transition.

Chad shares practical insights on preparing to sell — whether to a strategic buyer or a private equity firm — including:

  • Assembling the right team of advisors
  • Navigating legal complexities and due diligence
  • Positioning your business for a smooth, profitable exit

If you’re a business owner considering a sale, this episode offers clear, actionable guidance to help you succeed.

Listen now

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

Episode #61 Audio
Episode #61 Video
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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FORM CRS

Securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Legacy Planning is owned by HUB International. HUB and Commonwealth are separate and unrelated entities.
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 BrokerCheck 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.

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