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. Thats why learning from someone who know

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 T

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

Business owners can be seen as knowing everything about finance because their businesses succeed. But that isnt often the case. In this episode, Mark Dorman speaks with H. Adam Holt, founder and CEO

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 Richard

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,

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

Employee stock opportunity plans arent 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, Executiv

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 s

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 Mans Land. In this episode, Mark Dorman speaks with Doug Tatum, Chairman of