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Finish Big - The Podcast with Mark Dorman from Legacy Business Advisors.

Business & Economics Podcasts

If you’re an entrepreneur – you know what it means to take personal and financial risks, create jobs that support your community, and devote most of your time to your business. But do you know how to plan for a successful exit from your business? Do you know who should be involved in creating your succession or transition plan – and the steps along the way? Welcome to Finish Big – The Podcast with Mark Dorman from Legacy Business Advisors. The podcast theme is inspired by critically acclaimed business Author Bo Burlingham, author of Finish Big: How Great Entrepreneurs Exit Their Companies on Top. In this podcast, you’ll hear success stories of exit plans done right – and pick up practical tips based on years of Legacy Business Advisors’ expertise and knowledge about the largest and most important financial transaction of your life.

Location:

United States

Description:

If you’re an entrepreneur – you know what it means to take personal and financial risks, create jobs that support your community, and devote most of your time to your business. But do you know how to plan for a successful exit from your business? Do you know who should be involved in creating your succession or transition plan – and the steps along the way? Welcome to Finish Big – The Podcast with Mark Dorman from Legacy Business Advisors. The podcast theme is inspired by critically acclaimed business Author Bo Burlingham, author of Finish Big: How Great Entrepreneurs Exit Their Companies on Top. In this podcast, you’ll hear success stories of exit plans done right – and pick up practical tips based on years of Legacy Business Advisors’ expertise and knowledge about the largest and most important financial transaction of your life.

Language:

English


Episodes
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The Remarkable Journey of The Pearl Valley Cheese Company With Chuck Ellis (Ep. 35)

4/9/2024
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. … Read More Read More

Duration:00:21:50

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Maximizing Sales Strategies With Melanie French (Ep. 34)

3/26/2024
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 … Read More Read More

Duration:00:28:04

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Crafting Success Through Navigating Governance Challenges With Mike Catan (Ep. 33)

3/12/2024
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 … Read More Read More

Duration:00:27:48

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Exploring Business Valuation and Market Dynamics with Scott Gabehart (Ep. 32)

2/27/2024
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 … Read More Read More

Duration:00:30:59

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CEPA and Business Transition Triumphs with Steve Hopkins (Ep.31)

2/13/2024
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 … Read More Read More

Duration:00:30:22

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Exiting a Family Business with Mike Swiatkowski (Ep. 30)

1/30/2024
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 … Read More Read More

Duration:00:30:46

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The Evolution of Investment Banking in M&A Strategies with Paul Carleton (Ep. 29)

1/17/2024
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 … Read More Read More

Duration:00:26:55

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Addressing Emotions When Exiting Business with Jerome Myers (Ep. 28)

12/26/2023
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 … Read More Read More

Duration:00:30:29

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Tanya DiSalvo’s Journey in Manufacturing and Leadership (Ep. 27)

12/12/2023
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 … Read More Read More

Duration:00:32:52

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How to Exit Like a Boss with Dr. Craig West, Founder of Succession Plus (Ep. 26)

11/27/2023
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 … Read More Read More

Duration:00:34:11

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Maximizing the Value of Your Business in the Lower Middle Market with Diane Thomas, President of Premier Sales (Ep. 25)

11/14/2023
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 … Read More Read More

Duration:00:28:12

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How Rising Interest Rates Impact Business Valuations with Robert “Brant” Hammer, Assistant Professor at West Virginia University (Ep. 24)

10/31/2023
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, … Read More Read More

Duration:00:30:21

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A Look Behind the Scenes at EPI with Scott Snider, President of the Exit Planning Institute (Ep. 23)

10/17/2023
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 … Read More Read More

Duration:00:27:32

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Turning a Business into a Sellable Asset with Scott Duke, Founder of OpnRoad (Ep. 22)

10/3/2023
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 … Read More Read More

Duration:00:31:04

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Exiting from a Professional Services Business with David Shealy, CPA, CGMA (Ep. 21)

9/19/2023
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 … Read More Read More

Duration:00:32:18

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A Journey of Acquiring, Growing, and Exiting a Business with Craig Kohrs, Founding Partner of Velocity Capital Partners (Ep. 20)

9/5/2023
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, … Read More Read More

Duration:00:28:12

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Revolutionizing Financial Modeling for Business Owners with Edmond Walters, CEO of VillanovaTech & Founder of E-Money (Ep. 19)

8/22/2023
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 … Read More Read More

Duration:00:34:32

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More Than Just A Carpenter – Building A Great Family Business with Nate Sublett, President/Owner of Benchmark Craftsmen, Inc. (Ep. 18)

8/8/2023
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 … Read More Read More

Duration:00:31:29

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From Leading a Company to Mentoring Others with Brian Gale (Ep. 17)

7/25/2023
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 … Read More Read More

Duration:00:32:40

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What’s the Value of Your Business? with Michael Carter, Founder and CEO of BizEquity (Ep. 16)

7/11/2023
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 … Read More Read More

Duration:00:32:21