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

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


Latest Episodes

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

Leveraging ESOPs in Exit Planning with Kelly O. Finnell, CEO of Executive Financial Services (Ep. 15)
June 27, 2023

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

Empowering Business Owners for Success with Bob Hothem, President of The Alternative Board – Miami Valley, Ohio (Ep. 14)
June 13, 2023

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

How to Structure the Exit From Your Business From a Legal Perspective with J. Douglas Drushal, Esq, Critchfield, Critchfield & Johnston (Ep. 13)
May 30, 2023

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

Visualizing Your Financial Possibilities with Adam Holt, CEO of Asset-Map (Ep. 12)
May 16, 2023

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

Treating Your Business as an Asset with Chuck Richards, CEO of ValuCompass (Ep. 11)
May 02, 2023

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

Tilling the Soil for Growth with Jerry Schill, CEO of Schill Grounds Management (Ep. 10)
April 18, 2023

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,

Masters Special! Planning for the “Back 9” of Your Business with Rodney Davis, Owner of River Greens South G.C. (Ep. 9)
April 04, 2023

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

Is an ESOP the Correct Exit Strategy for Your Business? With Kevin Vonderau and Dan Bender (Ep. 8)
March 21, 2023

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

Trapped in the Family Business with Dr. Michael Klein (Ep. 7)
March 07, 2023

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