Legacy Listens

65. Building the Right Team for a Seamless Business Transition ft. Zane Tarence

In this episode, host Rob Wermuth sits down with Zane Tarence, Managing Director at Founders Advisors, investment banker, and author of 17 Reasons Your Company's Not Investment Grade and What to Do About It. With over 25 years of experience and more than 85 successful deals closed, Zane brings a candid perspective to today's business sales environment. He and Rob cover the shifting landscape as Baby Boomer owners prepare to exit, the growing role of private equity, and how AI is influencing the M&A process. From identifying what makes a company truly "investment grade" to outlining key steps that help drive value, Zane offers practical insights for founders, advisors, and anyone thinking about succession. Tune in for a high-impact conversation that highlights what it really takes to build and sell a business the smart way. ______________ ______________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Legacy Planning offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Legacy Planning is owned by HUB International. HUB and Commonwealth are separate and unrelated entities. ______________ ______________ To provide securities-related services, certain principals of Founders Advisors, LLC are licensed with Founders M&A Advisory, LLC, member of FINRA [http://finra.org/] & SiPC [http://sipc.org/]. Founders M&A Advisory is a wholly owned subsidiary of Founders Advisors. Neither Founders Advisors nor Founders M&A Advisory provide investment advice.

64. The Quality of Risk: Cyber Planning for Business Transitions and Long-Term Wealth Builders ft. Jason Frank

In this episode, host Rob Wermuth is joined by Jason Frank, Chief Operating Officer at SpecterOps, to explore one of the most critical issues facing businesses today: cybersecurity. With a background in penetration testing, threat hunting, and enterprise security operations, Jason shares insights from years on the front lines of digital defense. They discuss the rise of ransomware, the impact of artificial intelligence on risk, and how zero trust models are reshaping security in a remote-first world. Jason breaks down complex topics into practical steps that business owners, especially those leading small to mid-sized companies, can act on today. From strengthening password protocols to implementing multi-factor authentication and managing identity risk, Jason offers clear, actionable advice. He also explains how tools like BloodHound can reveal vulnerabilities that often go unnoticed. Looking ahead, the conversation touches on balancing innovation with privacy, preparing the next generation of cybersecurity talent, and why an annually reviewed cyber action plan is essential to long-term business value. If you are thinking about how to better protect your organization, clients, and legacy in an increasingly digital world, this episode is filled with timely and practical guidance. ______________ ______________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Legacy Planning offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Legacy Planning is owned by HUB International. HUB and Commonwealth are separate and unrelated entities.

63. Who's Buying Businesses Now? Private Equity, Strategic Buyers, and a New Generation of Owners ft. Andy Greenberg

In this episode, host Rob Wermuth sits down with Andy Greenberg, CEO of Greenberg Variations Capital, a boutique investment banking firm focused on highly targeted middle-market transactions. Together, Rob and Andy unpack the evolving business transition landscape, especially in light of the "silver tsunami" as many Baby Boomer business owners prepare to retire or sell. Andy offers sharp insights into current market conditions, the drivers behind deal activity, and the common challenges facing both sellers and buyers in today's environment. From the importance of early succession planning to assembling the right advisory team, Andy shares what it really takes to position a business for long-term value and a successful exit. Whether you're an owner thinking about a future transition or an advisor guiding clients through change, this episode is full of practical takeaways from someone who's seen it all at the closing table. ______________ ______________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

62. Planning Your Exit: Essential Steps for Business Succession and Estate Tax Reduction ft. Dirk Simpson

In this episode, host Rob Wermuth sits down with Dirk Simpson, a seasoned attorney and Partner at Royer Cooper Cohen Braunfeld LLC, for a practical and insightful look at the challenges and opportunities facing business owners and families planning for the future. They unpack what it really means to start early when it comes to succession planning, break down the role of trusts and gifting strategies, and explore how recapitalization can fit into a broader long-term wealth plan. Whether you're thinking about selling a business, transferring wealth, or simply making sure your assets reflect your family's values, this episode is packed with real-world examples and thoughtful takeaways to help guide the journey. ______________ ______________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

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

In this episode of Legacy Listens, host Rob Wermuth sits down with Chad Cowan, a Member at Cozen O'Connor, to discuss the essential steps for a successful business transition. Drawing on his experience as a transactional attorney, Chad shares practical insights on preparing to sell a business — whether to a strategic buyer or a private equity firm. From assembling the right team of advisors to navigating legal complexities and due diligence, Chad outlines the key elements of a smooth and profitable exit. Whether you're considering a sale now or planning for the future, this episode provides actionable guidance to help business owners succeed. ______________ ______________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.