Finish Big 2.0 w/ Mark Dorman
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.
Episodes
In this episode of the Finish Big Podcast, host Mark Dorman sits down with Roger Atkins, President of the National Tooling and Machining Association (NTMA). Roger shares his remarkable journey—from sweeping floors in his father’s Houston machine shop to leading a national organisation of over 1,000 small and medium-sized manufacturers.
Mark and Roger discuss::
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In this episode of the Finish Big Podcast, host Mark Dorman welcomes back Corey Rosen, founder of the National Center for Employee Ownership (NCEO), for Part 2 of their conversation on alternative ownership structures—specifically, the Employee Ownership Trust (EOT).
Following their earlier discussion on Employee Stock Ownership Plans (ESOPs), Mark and Corey explore how EOTs differ, their origins, and why ...
In this episode of Finish Big the Podcast, Host Mark Dorman is joined by Corey Rosen, founder of the National Center for Employee Ownership (NCEO) and one of the world’s leading experts on employee ownership.
Corey shares his decades-long journey—from drafting the original ESOP legislation on Capitol Hill to helping thousands of business owners imp...
In this episode of the Finish Big Podcast, Host Mark Dorman is joined by Sigi Loya—an entrepreneur with a remarkably diverse background spanning corporate America, real estate finance, healthcare entrepreneurship, and business coaching.
Sigi Loya shares his evolution from a corporate employee benefits expert to founding multiple businesses, including a holistic medical practice and TAB Pittsburgh, a peer-t...
In this episode of the Finish Big Podcast, host Mark Dorman sits down with Brian Zawada—a seasoned business continuity and operational resilience expert, entrepreneur, author, and now boutique winemaker.
Brian shares his incredible journey from serving as an intelligence officer in the U.S. Air Force to co-founding Evolution Consulting, scaling the business, and navigating a successful private equity-backe...
In this episode of the Finish Big Podcast, Host Mark Dorman interviews Renee Russo, a dynamic CEO, coach, exit planner, and speaker from Melbourne, Australia, now based in Vancouver, Canada. Rene shares her journey from corporate accounting at KPMG to becoming a sought-after business coach and exit planner. She dives into how her personal challenges and professional pivots led her to develop an innovative approach to b...
In this episode of the Finish Big Podcast, Mark Dorman interviews Fred DiSanto, Chairman and CEO of Ancora Investments. Fred shares his inspiring journey from playing college sports to building a $10 billion investment firm. He discusses pivotal career moments, including his transition from institutional sales to founding Ancora, the challenges of scaling the business, and the strategies that have driven its success.
Fred emphasise...
In this episode of Finish Big, Mark Dorman engages with Brant Hammer, a finance professor and investment expert, to discuss the pressing economic challenges of inflation and their impact on businesses.
They dive into Biden’s economic policies, Trump’s potential strategies for growth, and actionable insights for entrepreneurs to build strong succession plans. This conversation is packed with valuable takeaways for business leaders n...
What are some of the most common pitfalls family business owners face when planning for "The Four D’s," and how can they proactively address them?
In this episode of the Finish Big Podcast, Mark Dorman sits down with James Aussem, a distinguished attorney specialising in succession planning, mergers, and acquisitions. Together, they explore the challenges of planning for “The Four D’s”—Death, Disability, Departure, and Discord—and...
Why do some family businesses thrive for generations while others struggle with succession and longevity?
In this episode of the Finish Big Podcast, Mark Dorman hosts Carol Butler, President of the Garing Center for Family and Private Business at the University of Cincinnati, North America’s largest university-based family business center. Together, they discuss how the Garing Center supports family-owned businesses with resources ...
Are you a business owner considering an Employee Stock Ownership Plan (ESOP) or exploring succession strategies?
In this episode of the Finish Big Podcast, Mark Dorman delves into ESOP financing, discussing how bank and seller financing typically work together, and the potential advantages of mezzanine loans. Gain insights into tax implications, the role of ESOP trustees, and how these plans can benefit both the business and the co...
Are you a business owner looking to maximize the value of your enterprise and grow your client base?
This episode of the Finish Big podcast offers actionable insights and practical advice to help you achieve your business goals.
This week's guest, John D. Hanson, an award-winning author and expert in customer service, shares his journey from zero LinkedIn contacts to over 30,000. John discusses optimizing client relationships, le...
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