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.

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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.

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.

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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.

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.

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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.