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Explore every episode of the podcast Finish Big - The Podcast with Mark Dorman from Legacy Business Advisors.
Dive into the complete episode list for Finish Big - The Podcast with Mark Dorman from Legacy Business Advisors.. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Pivoting as a Business Owner With Craig Sturgill (Ep. 43) | 13 Aug 2024 | 00:28:23 | |
In the realm of exit plans, things don’t always go as planned. Sometimes they happen smoothly the first time, other times they face delays. But that’s the thing: there’s no one right way. Each exit is its own journey, with its own ups and downs. Join Mark Doman as he sits down with Craig Sturgill, … | |||
| Exploring Opportunities Through SBA Lending With Tara Murphy (Ep. 42) | 23 Jul 2024 | 00:23:31 | |
Many believe that SBA loans are only for startups or fraught with bureaucratic red tape. However, this week’s guest, Tara Murphy debunks these myths, demonstrating the power of SBA lending in aiding successful business exits and transitions. Join Mark Doman and Tara Murphy, SBA Business Development Officer and Vice President of Huntington National Bank as … | |||
| Packing the Parachute: Navigating Exit and Succession Planning with Jim Erben (Ep. 41) | 09 Jul 2024 | 00:29:20 | |
Are you ready to secure your legacy and ensure your business thrives beyond your exit? In this enlightening episode, Mark Dorman is joined by Jim Erben, president of Erben Associates and a sought-after exit and succession planning specialist. Together, they delve into the crucial, yet often daunting, process of planning for business exit and succession. … | |||
| De-Risking Your Business: Jim Doyle on Partial Sales and Full Exits (Ep. 40) | 25 Jun 2024 | 00:26:18 | |
Many entrepreneurs start their exit journey with a partial sale to de-risk from a substantial portion of their wealth being tied up in the business. Doing so sets them up for an eventual full exit. In this episode, Mark Dorman speaks with Jim Doyle, who founded and sold Jim Doyle and Associates (now JDA.Media). Jim … | |||
| Professional Management and Business Legacy with Joni Fedders (Ep. 39) | 11 Jun 2024 | 00:25:03 | |
Are you ready to transform the way you run your business? Today on the Finish Big Podcast, Mark Doman introduces Joni Fedders, President of Aileron, and explores the unique nonprofit organization based in Dayton, Ohio. Together they explore how Aileron helps business owners and their teams embrace professional management to elevate their lives and organizations. … | |||
| From Growing Pains to Profit With Ron Nagy (Ep. 38) | 28 May 2024 | 00:31:53 | |
Have you ever wondered what it takes to scale a family business into a multi-location, multi-million dollar empire? In the latest installment of the Finish Big Podcast, Mark Dorman talks with Ron Nagy, a successful second-generation business owner, about his journey of transforming a single-location body shop into a multi-location thriving enterprise, the challenges faced … | |||
| Navigating the Emotional and Practical Aspects of Business Transitions With Joe Scheid (Ep. 37) | 14 May 2024 | 00:25:53 | |
Are you a business owner standing at the crossroads of change, wondering what to do next? You’re not alone. In this episode, Mark Dorman and founding member of the Legacy Advisors Network, Joe Scheid tackle the often-overlooked but critical issue that business owners face: the complex challenge of financial planning during pivotal transitions. Together they … | |||
| Executing A Successful Exit Plan With Rich Craig (Ep. 36) | 23 Apr 2024 | 00:27:09 | |
With a rapidly evolving marketplace and the persistent talent shortages in the accounting industry, the need for expert guidance in succession planning has never been more critical In this insightful episode, Mark Dorman speaks with Rich Craig, Managing Partner at 415 Group. Together, they discuss the intricacies of growing an accounting firm and the broader … | |||
| The Remarkable Journey of The Pearl Valley Cheese Company With Chuck Ellis (Ep. 35) | 09 Apr 2024 | 00:21:50 | |
Have you ever wondered what it takes to run and operate a successful business? How about doing it over multiple generations spanning nearly a century? In the latest installment of the Finish Big Podcast, Mark Dorman sits down with Chuck Ellis, recently retired president and CEO of the renowned Pearl Valley Cheese Company in Ohio. … | |||
| Maximizing Sales Strategies With Melanie French (Ep. 34) | 26 Mar 2024 | 00:28:04 | |
Do you need help with developing sales functions in your business? Well, don’t go anywhere because you’ve come to the right place! This week, guest Melanie French, a fractional VP of Sales, joins Mark Dorman to discuss the importance of developing and improving sales functions in mid-size companies. Melanie shares her journey from a Sales … | |||
| Crafting Success Through Navigating Governance Challenges With Mike Catan (Ep. 33) | 12 Mar 2024 | 00:27:48 | |
If you’re a business owner wrestling with the idea of passing the torch or expanding your family’s business footprint, take heart—you’re in good company. In the latest edition of the Finish Big Podcast Mark Dorman talks with Mike Catan, the former CEO who propelled Pat Catan’s and Darice Incorporated from a humble family craft store … | |||
| Exploring Business Valuation and Market Dynamics with Scott Gabehart (Ep. 32) | 27 Feb 2024 | 00:30:59 | |
Do you understand the true value of your company? In today’s enlightening conversation, Mark Dorman talks with Chief Valuation Officer at BizEquity, Scott Gabehart to shed light on the complexities of business valuation. With Scott’s extensive experience and insight, this episode demystifies the valuation process and illustrates how BizEquity’s innovative platform is making accurate valuations … | |||
| CEPA and Business Transition Triumphs with Steve Hopkins (Ep.31) | 13 Feb 2024 | 00:30:22 | |
What do you need to make the most of your succession plan? What strategies and information could exit planners provide? Join Mark Dorman and his guest Steve Hopkins, Owner of Charter BTA, in exploring the critical nature of devising contingency plans for business owners. Together they touch on the advantages of having a CEPA credential … | |||
| Exiting a Family Business with Mike Swiatkowski (Ep. 30) | 30 Jan 2024 | 00:30:46 | |
Are you working in a family business? Do your values align with the company values and trajectory? Mark Dorman speaks with Mike Swiatkowski, VP of Corporate Development at Gordon River Partners, about his journey through his family business. From starting at the company, to promoting growth after his father passed, to leaving the family business … | |||
| The Evolution of Investment Banking in M&A Strategies with Paul Carleton (Ep. 29) | 17 Jan 2024 | 00:26:55 | |
Private equity firms have evolved since they first started growing in the eighties. What role do they currently play in M&A procedures and business planning? Listen in as Mark Dorman and his guest Paul Carleton, founder and managing partner of Carleton McKenna, share stories from Paul’s initial steps in the field. Explore how investment banking … | |||
| Addressing Emotions When Exiting Business with Jerome Myers (Ep. 28) | 26 Dec 2023 | 00:30:29 | |
Are you ready to exit your business? Maybe you are financially, but what about emotionally? Join Mark Dorman and his guest Jerome Myers, host of the Dreamcatchers Podcast, in discussing how he transitioned from engineering to real estate and coaching. Jerome dives into the challenges that founders often face after exiting their businesses, stressing the … | |||
| Tanya DiSalvo’s Journey in Manufacturing and Leadership (Ep. 27) | 12 Dec 2023 | 00:32:52 | |
Ever wondered how a family business navigates leadership transitions? In this episode, Mark Dorman speaks with Tanya DiSalvo, CEO of Criterion Tool, on the history of Criterion Tool, a family business focused on precision manufacturing started by her grandfather, and her own unexpected journey into the manufacturing industry. She shares how the business transitioned from … | |||
| How to Exit Like a Boss with Dr. Craig West, Founder of Succession Plus (Ep. 26) | 27 Nov 2023 | 00:34:11 | |
Are you planning your business exit for yourself or your potential buyers? That small shift in perspective could increase your chances of a successful exit. In this episode, Mark Dorman speaks with Dr. Craig West, founder and executive chairman of Succession Plus, on his nine-step exit plan and how he helps business owners achieve their … | |||
| Maximizing the Value of Your Business in the Lower Middle Market with Diane Thomas, President of Premier Sales (Ep. 25) | 14 Nov 2023 | 00:28:12 | |
One of the key strategies to exit planning is selling a business. But how can business owners ensure they get the best return while their business has the best value? In this episode, Mark Dorman is joined by Diane Thomas, President and designated broker at Premier Sales, Inc., in discussing the importance of strategic planning … | |||
| How Rising Interest Rates Impact Business Valuations with Robert “Brant” Hammer, Assistant Professor at West Virginia University (Ep. 24) | 31 Oct 2023 | 00:30:21 | |
Preparing to exit your business starts with understanding where your business’s value currently sits and how that value will impact your exit. How could market shifts impact that valuation? In this episode, Mark Dorman speaks with Robert Brant Hammer, a finance professor at West Virginia University, on the current economic environment, focusing on interest rates, … | |||
| A Look Behind the Scenes at EPI with Scott Snider, President of the Exit Planning Institute (Ep. 23) | 17 Oct 2023 | 00:27:32 | |
When you want to exit your business, you want to know you’re doing it right. Learning from someone who not only exited their own business successfully but also developed a strategy easily replicated for other business owners is a great step to exiting successfully. In this episode, Mark Dorman speaks with Scott Snider, President of … | |||
| Turning a Business into a Sellable Asset with Scott Duke, Founder of OpnRoad (Ep. 22) | 03 Oct 2023 | 00:31:04 | |
When looking to exit a business, selling it can be a great option for some entrepreneurs. But how can you ensure your business is sellable? Is there an emotional aspect to selling your business? In this episode, Mark Dorman speaks with Scott Duke, founder of OpnRoad, on his experience in building many businesses and selling … | |||
| Exiting from a Professional Services Business with David Shealy, CPA, CGMA (Ep. 21) | 19 Sep 2023 | 00:32:18 | |
When you think about exiting a business, you are planning for more than passing on a title and money. You need to consider the physical assets and your own personal goals as well. In this episode, Mark Dorman is joined by David Shealy, managing principal of HW&Co., Mansfield OH, in discussing the challenges and importance … | |||
| A Journey of Acquiring, Growing, and Exiting a Business with Craig Kohrs, Founding Partner of Velocity Capital Partners (Ep. 20) | 05 Sep 2023 | 00:28:12 | |
Business owners are experts at running businesses. They aren’t experts at selling them and they most definitely aren’t experts at sourcing people who would want to buy the business. In this episode, Mark Dorman interviews Craig Kohrs, one of the founding partners of Velocity Capital Partners. Craig shares his experience of selling his previous business, … | |||
| Revolutionizing Financial Modeling for Business Owners with Edmond Walters, CEO of VillanovaTech & Founder of E-Money (Ep. 19) | 22 Aug 2023 | 00:34:32 | |
It can be nerve-racking to leave a company you built, sell it off and start something new, but the experiences you gained from past careers can help you along your entrepreneurial journey. In this episode, Mark Dorman speaks with Edmond Walters, Founder and CEO of VillanovaTech, LLC, about his journey as an entrepreneur. From building … | |||
| More Than Just A Carpenter – Building A Great Family Business with Nate Sublett, President/Owner of Benchmark Craftsmen, Inc. (Ep. 18) | 08 Aug 2023 | 00:31:29 | |
Ever wonder how an entrepreneur can lead a company to growth, dodge the curveballs of a pandemic, and still find time to venture into boat manufacturing? In this episode, Mark Dorman interviews Nate Sublett, the innovative President and Owner of Benchmark Craftsmen, diving into the complexities of successful business transitions and creative reinvention. Drawing from … | |||
| From Leading a Company to Mentoring Others with Brian Gale (Ep. 17) | 25 Jul 2023 | 00:32:40 | |
Reading about exit planning can only take you so far. How has your business grown in the past few years? How will your exit impact future growth? What should you look for in an advisor? Learning from someone who has experienced exit planning firsthand can grant new insight into opportunities in the future. In this … | |||
| What’s the Value of Your Business? with Michael Carter, Founder and CEO of BizEquity (Ep. 16) | 11 Jul 2023 | 00:32:21 | |
No matter how successful a business owner is, almost all stumble on the question of the value of their business. How do you determine that number? And how can you increase that number? In this episode, Mark Dorman speaks with Michael Carter, CEO of BizEquity, on his experience and growth as an entrepreneur and business … | |||
| Leveraging ESOPs in Exit Planning with Kelly O. Finnell, CEO of Executive Financial Services (Ep. 15) | 27 Jun 2023 | 00:31:01 | |
No financial advisor understands every strategy and tool to build a perfect business plan. With the niche area of ESOP, even fewer know to use it effectively. That’s why learning from someone who knows is the best option. In this episode, Mark Dorman speaks with Kelly O. Finnell, J.D., CLU, AIF®, CEO and President of … | |||
| Empowering Business Owners for Success with Bob Hothem, President of The Alternative Board – Miami Valley, Ohio (Ep. 14) | 13 Jun 2023 | 00:31:30 | |
How much could you problem-solve with your own information? How much more could be solved with the knowledge of multiple business owners? In this episode, Mark Dorman is joined by Bob Hothem, CEO of TAB Miami Valley, on how his company works with business owners to create guidance and accountability through personalized coaching plans and … | |||
| How to Structure the Exit From Your Business From a Legal Perspective with J. Douglas Drushal, Esq, Critchfield, Critchfield & Johnston (Ep. 13) | 30 May 2023 | 00:34:00 | |
When exiting your business, you want the value that you put in. How can you ensure your exit plan considers the future of that business and your wants either through succession planning or the sale of the company? In this episode, Mark Dorman is joined by J. Douglas Drushal, partner at Critchfield, Critchfield & Johnston, … | |||
| Visualizing Your Financial Possibilities with Adam Holt, CEO of Asset-Map (Ep. 12) | 16 May 2023 | 00:33:56 | |
Business owners can be seen as knowing everything about finance because their businesses succeed. But that isn’t often the case. In this episode, Mark Dorman speaks with H. Adam Holt, founder and CEO of Asset-Map about simplifying financial explanations and discussions with business owners. Adam shares how helping business owners understand complex financial planning will … | |||
| Treating Your Business as an Asset with Chuck Richards, CEO of ValuCompass (Ep. 11) | 02 May 2023 | 00:29:54 | |
80% of businesses fail to transfer successfully due to a lack of planning. How can a small shift in perspective increase your chances of success? In this episode, Mark Dorman speaks with Chuck Richards, CEO of ValuCompass. He unpacks how their research tool analyzes your business, helps you treat it as an asset and connects … | |||
| Tilling the Soil for Growth with Jerry Schill, CEO of Schill Grounds Management (Ep. 10) | 18 Apr 2023 | 00:32:12 | |
Taking the step to build your passion into a business takes more than just money. You need an entrepreneurial spirit for what you are building. In this episode, Mark Dorman is joined by Jerry Schill, CEO of Schill Grounds Management, to talk about his journey as an entrepreneur. Jerry shares his experience in building a … | |||
| Masters Special! Planning for the “Back 9” of Your Business with Rodney Davis, Owner of River Greens South G.C. (Ep. 9) | 04 Apr 2023 | 00:31:08 | |
Many advisors know about the game of golf, whether they play to let off some steam or to connect with clients on a more personal level. Behind every green course is a business like any other. In this episode, Mark Dorman speaks with Rodney Davis, from River Greens Golf Course, on his experience as a … | |||
| Is an ESOP the Correct Exit Strategy for Your Business? With Kevin Vonderau and Dan Bender (Ep. 8) | 21 Mar 2023 | 00:34:51 | |
Employee stock opportunity plans aren’t just for employees as the name suggests. Business owners can benefit from ESOPs just as much. In this episode, Mark Dorman is joined by Kevin Vonderau, Executive Vice President and Chief Lending Officer of Westfield Bank, and Dan Bender, Senior Vice President at Westfield Bank, in discussing the role of … | |||
| Trapped in the Family Business with Dr. Michael Klein (Ep. 7) | 07 Mar 2023 | 00:32:11 | |
Joining the family business can be an easy way to start a career. But is it the career you want? And how can you explore new opportunities within the singular business? In this episode, Mark Dorman speaks with Dr. Michael Klein, President of MK Insights and author of Trapped in the Family Business, on how … | |||
| Your Journey through “No Man’s Land” with Doug Tatum, Chairman & CEO of Newport, LLC (Ep. 6) | 21 Feb 2023 | 00:32:17 | |
While growing, businesses reach a point where they are too big to be small but too small to be big. This place is called No Man’s Land. In this episode, Mark Dorman speaks with Doug Tatum, Chairman of Newport LLC and the author of No Man’s Land: Where Growing Companies Fail. Doug explains how the … | |||
| The Stages, Elements & Factors of a ‘Successful Exit’ with Bo Burlingham (Ep. 5) | 07 Feb 2023 | 00:28:21 | |
You should run a business as if it’s going to last forever, but you could sell it tomorrow if you had to. In this episode, Mark Dorman is joined once more by Bo Burlingham, contributing writer for Forbes and the renowned author of Finish Big: How Great Entrepreneurs Exit Their Companies On Top, diving into … | |||
| The Journey To Finish Big with Bo Burlingham (Ep. 4) | 24 Jan 2023 | 00:36:10 | |
The journey towards a successful exit plan is long, with many roads to navigate. Learning from several experiences of others can grant us a push in the right direction. In this episode, Mark Dorman interviews Bo Burlingham, contributing writer for Forbes and the renowned author of Finish Big: How Great Entrepreneurs Exit Their Companies On … | |||
| The Process of Building Successful Exit Strategies (Ep. 3) | 10 Jan 2023 | 00:27:55 | |
Most entrepreneurs spend years of time and money building their businesses. What would happen to those businesses after they leave? In this episode, Mark Dorman dives into the process at Legacy Business Advisors. He explains how he started this business inspired by Bo Burlingham’s book, Finish Big: How Great Entrepreneurs Exit Their Companies. Additionally, Mark … | |||
| Building Retirement Income From Exit Planning (Ep. 2) | 10 Jan 2023 | 00:29:19 | |
There are over 20 million business owners in America. Over 10 million of these business owners will retire in the next few years. The Graying of America or The Silver Tsunami will affect our businesses soon. What type of exit planning strategies should the business owners be preparing today? In this episode, Mark Dorman shares … | |||
| Introducing Mark Dorman And Finish Big – The Podcast (Ep. 1) | 10 Jan 2023 | 00:26:34 | |
Entrepreneurs spend a lot of time and money building their businesses to success. But when it comes time to transition out, having a plan in place that allows them to do it successfully, while rewarding the ones that helped them along the way and monetizing their life’s work, can take time and effort. The goal … | |||
| Coming Soon | 15 Dec 2022 | 00:00:53 | |
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