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Selling Your Business? Seller Beware Companion Video

Robert Wermuth, CLU®, ChFC®, AIF® | December 21, 2020

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…

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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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