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

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

Exploring Opportunities Through SBA Lending With Tara Murphy (Ep. 42)

July 23, 2024 • 23 mins

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)

July 9, 2024 • 29 mins

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. …

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De-Risking Your Business: Jim Doyle on Partial Sales and Full Exits (Ep. 40)

June 25, 2024 • 26 mins

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 …

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Professional Management and Business Legacy with Joni Fedders (Ep. 39)

June 11, 2024 • 25 mins

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)

May 28, 2024 • 31 mins

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)

May 14, 2024 • 25 mins

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)

April 23, 2024 • 27 mins

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)

April 9, 2024 • 21 mins

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. …

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Maximizing Sales Strategies With Melanie French (Ep. 34)

March 26, 2024 • 28 mins

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 …

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

March 12, 2024 • 27 mins

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 …

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December 12, 2023 • 32 mins

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)

November 27, 2023 • 34 mins

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 …

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

November 14, 2023 • 28 mins

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 …

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

October 31, 2023 • 30 mins

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)

October 17, 2023 • 27 mins

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 …

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

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Exploring Opportunities Through SBA Lending With Tara Murphy (Ep. 42)

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}Packing the Parachute: Navigating Exit and Succession Planning with Jim Erben (Ep. 41)

De-Risking Your Business: Jim Doyle on Partial Sales and Full Exits (Ep. 40)

Professional Management and Business Legacy with Joni Fedders (Ep. 39)

From Growing Pains to Profit With Ron Nagy (Ep. 38)

Navigating the Emotional and Practical Aspects of Business Transitions With Joe Scheid (Ep. 37)

Executing A Successful Exit Plan With Rich Craig (Ep. 36)

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

Maximizing Sales Strategies With Melanie French (Ep. 34)

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

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

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

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

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

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

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

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

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

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

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

Popular Podcasts

Exploring Opportunities Through SBA Lending With Tara Murphy (Ep. 42)

Packing the Parachute: Navigating Exit and Succession Planning with Jim Erben (Ep. 41)