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Selling Your Business? Seller Beware Companion Video




For business owners in transition, an offer to sell is only good to the extent the range of outcomes can be fully understood.  Building a team of advisors with deal experience is critical to inspire confidence and eliminate negative surprises.  Here is a recent example of a transaction I advised on…

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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