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Is it time to sell your business: Finally, the answer to the million-dollar question is…

Robert Wermuth, CLU®, ChFC®, AIF® | March 8, 2021

Planning to transition your business can often feel like writing the final chapter in your career. And while it will normally introduce a lot of new questions, understanding the right ones to ask NOW can mean the difference between your story being a fairy tale or a cautionary tale.  I outline some of the most common ones in this new video.

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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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