Legacy Listens

Join us for our series of episodes called "Exit Interviews," where we engage in candid conversations with successful business owners and entrepreneurs who have built and sold their businesses, uncovering the invaluable insights and lessons learned from their journey. Today's episode is hosted by Kevin Donohue where he sits down with Bob Gress, the Founder of Signature HVAC, an HVAC company in West...

Today's episode on Legacy Listens hosted by Brendan Speers with Jayna Gougler, Wellness Coordinator at BSI Corporate Benefits. Join us as we delve into the intersection of finance and well-being, exploring how our worlds are colliding and the importance of building holistic wealth. Together, we uncover the steps to intelligently build wealth and discuss the role of wellness in the process. For mor...

Today's episode on Legacy Listens hosted by Robert Wermuth with three-time Wall Street Journal bestselling author, Carmine Gallo. Gallo is an American author, columnist, keynote speaker, and former journalist and news anchor. The author of the book we will discuss in depth, The Bezos Blueprint: Communication Secrets of the World's Greatest Salesman. In this episode, we'll be exploring the insights...

Today's episode on Legacy Listens hosted by Matt Kulp with John Boyer, the second-gen owner of Boyer Food Markets. Listen to this insightful episode where John shares the inspiring story of how their corner store turned into a successful supermarket chain. Learn from Boyer Food Markets' story of how they turned a potential business liquidation into a thriving enterprise. For more information on Jo...

Today's episode on Legacy Listens hosted by Matt Kulp with Wayne Herring, Founder of Business Builders and renowned Business Coach. Together, we dig into the topic of coaching high performers in a business setting and how to identify these individuals, discussing the importance of truly seeing and understanding your team members. The conversation explores the distinction between high performers an...

Today's episode on Legacy Listens hosted by Robert Wermuth with Zane Tarence. They will be diving deep into the topic of Investment Grade, both in public equities and private companies. They will explore how private company owners can determine if their business qualifies for institutional investments and the key factors that investors consider when evaluating a company's potential. Plus, the cruc...

In today's episode, Legacy's CEO, Jan Graybill sits down with Peter Mares, the founding partner of Growth 1776, renowned for his expertise in finding hidden profits. Peter shares his passion for helping mid-market companies achieve exceptional financial performance by harnessing the power of artificial intelligence and human intelligence. He believes that business owners should capture the value o...

Join us in this episode as we engage in a captivating conversation with our host Jennifer Hodson and Sam Stroud, a seasoned Senior Advisor and Associate Partner at Legacy Planning. With over 35 years of experience in the financial services industry, Sam shares his experience on retirement planning, drawing parallels between the game of golf and preparing for a fulfilling retirement. From the pre-r...

In our latest episode, your host Matt Kulp introduces us to his friend Shawn Christman, the former owner and president of the renowned Seattle Stair and Design Company. With over 38 years of experience in the business, Shawn shares his fascinating journey of building and transitioning out of a stair-building empire. Seattle Stair and Design wasn't just any stair-building company; they specialized...

Join us for the inaugural episode of "Exit Interviews," where we engage in candid conversations with successful business owners and entrepreneurs who have built and sold their businesses, uncovering the invaluable insights and lessons learned from their journey. Today's episode is hosted by Kevin Donohue where he sits down with Former Comstar Technologies CEO, Kevin Flounders on how he built and s...

Today's episode on Legacy Listens hosted by Jan Graybill has a conversation with Joe DiGiacomo of President, D5 Capital Advisors LLC. In this episode, Jan and Joe dive deep into the current economic landscape to provide a comprehensive analysis of the State of the Union on mergers and acquisitions (M&A). Join us as we explore the challenges, opportunities, and trends shaping the M&A landscape in o...

Today's episode on Legacy Listens hosted by Jennifer Hodson has a conversation with Wendy F. Bleczinski of WFB Tax Law. Wendy is a Tax, Estate and Business Attorney in the greater Philadelphia area. Jennifer and Wendy discuss the difference between asset and stock purchase and how to make the right choice for your business. For more information about Wendy F. Bleczinski and WFB Tax Law, visit www....

In the latest episode of Legacy Listens, hosted by Matt Kulp, Tom Garrity, Founder and Managing Partner at Compass Point Consulting, discusses the six pillars of a successful family business, with a particular focus on the Governance pillar. Garrity explains how having proper governance structures in place can help a family business run smoothly and ensure effective interactions between family mem...

Today's episode on Legacy Listens hosted by Jennifer Hodson has a conversation with Joanne Laspina. We will be discussing the college search process and what families and students should be thinking about during this journey. Joanne is the Founder of My College Helper and believes that every student can find the best match school for them academically, socially, AND financially. Joanne has a ton o...

Today's episode on Legacy Listens hosted by Jan Graybill has a conversation with Scott and Chris Snider from Exit Planning Institute. Scott Snider is the President of the Exit Planning Institute and the operating partner of Snider Premier Growth, a small family investment company. Chris Snider, his father is the CEO of the Exit Planning Institute. Chris wrote an award-winning book called Walking T...

Today's episode on Legacy Listens hosted by Jan Graybill has a conversation with Scott and Chris Snider from Exit Planning Institute. Scott Snider is the President of the Exit Planning Institute and the operating partner of Snider Premier Growth, a small family investment company. Chris Snider, his father is the CEO of the Exit Planning Institute. Chris wrote an award-winning book called Walking T...

Today's episode on Legacy Listens hosted by Matt Kulp has a conversation with  Bob McCormack, Founder of Murphy McCormack Capital Advisors on business owner readiness with the valuation of your company. Roughly 70% of the clients that Bob works with don't know the value of their business. Matt and Bob talk about why it is important to keep up to date with the Value of your company.  For more infor...

Today's episode on Legacy Listens hosted by Kevin Donohue has a conversation with Barry Smith of CFGI. Barry is a Partner and Private Equity Leader in the Philadelphia area. For the past 24 years, Barry has been in the M&A world and assists private equity buyers of various sizes with buying businesses and then after they buy those businesses helping them with setting up effective accounting and fi...

Today's episode on Legacy Listens hosted by Jennifer Hodson has a conversation with Wendy F. Bleczinski of WFB Tax Law. Wendy is a Tax, Estate, and Business Attorney in the greater Philadelphia area. For over 25 years, Wendy has worked with her clients to find innovative tax solutions. Jennifer and Wendy talk about the challenges that come with bringing the next generation into your family busines...

They always say, "teamwork makes the dream work", but what about the work behind the scenes that goes into creating that team? Today's episode on Legacy Listens hosted by Brendan Speers, Director of Retirement Planning Services has a conversation with Nick Tranguch of BSI Corporate Benefits. Nick is the Senior Vice President at BSI, which is an independent national employee benefits consulting fir...

Today's episode on Legacy Listens hosted by Jeff Dye has a conversation with Joe Gaudi of Gaudio CPA and Business Advisory. Joe specializes in small business and individual taxes. He considers himself part of your team – there to help you accomplish all your goals. Jeff and Joe talk about the upcoming tax season and what to consider before filing.  For more information about Joe Gaudi  visit www....

Today's episode on Legacy Listens hosted by Jan Graybill has a conversation with Jim Socci, an EOS Implementer at EOS Worldwide. EOS is a simple, proven business operating system that can help your entrepreneurial organization clarify, simplify, and achieve its vision. Jan and Jim talk about what over 20,000 entrepreneurs have tried and found to be successful when learning how to work on their bus...

Today's episode on Legacy Listens hosted by Matt Kulp has a conversation with Dr. Lori Verderame, an award-winning TV personality and TV talk show host with a Ph. D. in art history. Matt and Lori talk about appraising, selling, and educating yourself about your antiques or collections. For more information about Dr. Lori Verderame visit https://www.drloriv.com/   ​​______________​​______________​​...

Today's special episode on Legacy Listens hosted by Matt Kulp has a conversation with CEO and Founder Jan Graybill from Lega cy Planning. In this third episode of a 3 Part series, Jan and Matt sit down to talk about Advanced Planning Services and how Jan has been living his Next Chapter in business.  For more information about Legacy Planning please visit www.legacy-online.com .  ​​______________​...

Today's special episode on Legacy Listens hosted by Matt Kulp has a conversation with CEO and Founder Jan Graybill from Lega cy Planning. In this second episode of a 3 Part series, Jan and Matt sit down to talk about the beginning of Legacy Planning and all the trials, tribulations, and triumphs in the second 10 years of Legacy Planning. For more information about Legacy Planning please visit www....