September 10, 2024
Family Office Services
Robert Wermuth, CFP®, CLU®, ChFC®, AIF®

Episode: 55. The essential Guide to Business Valuations ft. Michael Simpson

Curious about the value of your business?

On the latest episode of Legacy Listens, host and Senior Partner at Legacy Planning, Robert Wermuth sits down with Michael Simpson, Managing Partner at Brinker Simpson & Company, LLC, to talk about the world of business valuations.

With over 30 years of experience, Michael shares his insights on why valuations are crucial for retirement planning, partner disputes, and much more. If you’re a business owner or simply curious about how these financial strategies work, you won’t want to miss this episode.

Don’t miss out on valuable insights that could impact your financial future! Tune in now!

For more information about Mike Simpson please visit him at https://www.brinkersimpson.com .

Click below for the latest episode of Legacy Listens

Episode 55- Audio

Episode 55- 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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Episode: 55. The essential Guide to Business Valuations ft. Michael Simpson

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