Finish Big 2.0 w/ Mark Dorman

Mark Dorman
  • 5.0 (3)
  • BUSINESS
  • UPDATED SEMIMONTHLY

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.

  1. 2D AGO

    Creating Shared Success: Inside the Ohio Employee Ownership Center with Chris Cooper S2 (EP 14)

    In this episode of the Finish Big Podcast, host Mark Dorman sits down with Chris Cooper, Director of the Ohio Employee Ownership Center (OEOC) at Kent State University. For over 25 years, Chris has helped business owners across Ohio explore the power of employee ownership — guiding them through successful transitions, building strong ownership cultures, and creating legacies that last. Mark and Chris discuss: The OEOC Mission – How the Ohio Employee Ownership Center helps business owners transition their companies to employee ownership. The Human Impact – Real stories of employees who built life-changing wealth through ownership. ESOP Advantages – Why employee ownership creates win-win outcomes for owners, workers, and communities. Succession & Legacy – How founders can exit while preserving culture and jobs. EOT vs ESOP – The differences between Employee Ownership Trusts and ESOPs, and when each fits best. Collaboration & Support – How the OEOC partners with advisors, foundations, and business owners to make transitions possible. Success Story – A Cleveland company that became 100% employee-owned, creating over 200 new owners. The Future – Why Ohio leads the way in employee ownership and what it means for the next generation of business owners. Connect with Mark Dorman: Succession Plus US LinkedIn: Mark Dorman LinkedIn: Succession Plus Facebook: Succession Plus (330)-416-9271 mdorman@succession.plus About the Guest: Chris Cooper is the Director of the Ohio Employee Ownership Center (OEOC) at Kent State University. With over two decades of experience, Chris has worked with hundreds of business owners to explore employee ownership as a succession solution. He leads programs focused on succession planning, ownership culture, and employee-owned startups, and coordinates Ohio's Employee-Owned Network, which includes more than 100 companies. Chris has spoken at national and international conferences across the U.S., U.K., Canada, and Bermuda, and is a Certified Exit Planning Advisor (CEPA) through the Exit Planning Institute. His work bridges research, education, and real-world impact—helping business owners finish strong while keeping their companies and communities thriving.

    33 min

  2. OCT 23

    What is the "Fredo" effect- and how might it impact your Family Business? S2 (EP13)

    In this episode of the Finish Big Podcast, Host Mark Dorman sits down with Professor Kimberly Eddleston of Northeastern University and Cornell University's Smith Family Business Initiative. Professor Edelston is one of the world's leading scholars in family business and entrepreneurship—ranked among the top 2% of scientists by Stanford University and recognized by Family Capital as one of the world's Top 25 Family Enterprise Academics. Mark and Kim discuss: The Fredo Effect – What it means, how it appears in real family businesses, and why it's so hard to talk about. Family Dynamics – How loyalty, guilt, and generational expectations can turn a strength into a weakness. Research Findings – 33% of families admit to having a "family impediment" member—and why the real number is likely much higher. Nepotism vs Accountability – What happens when roles aren't clearly defined and bad behavior goes unchecked. Prevention & Governance – Practical tools to reduce risk: rules of entry, clear job descriptions, and outside boards of advisors. Culture & Communication – How open dialogue, fairness, and transparency can keep both relationships and revenue healthy. Connect with Mark Dorman: Succession Plus US LinkedIn: Mark Dorman LinkedIn: Succession Plus Facebook: Succession Plus (330)-416-9271 mdorman@succession.plus About the Guest: Professor Kimberly Eddleston is a globally recognized expert in family business, entrepreneurship, and innovation. She serves as a Research Fellow at Cornell University's Smith Family Business Initiative and teaches at Northeastern University in Boston. Her groundbreaking work explores how families can be both a resource and a constraint in their companies. Kim has authored award-winning papers, delivered workshops around the world, and helped countless families navigate the complex emotions of succession and leadership transition.

    38 min

  3. SEP 30

    Community over Competition-Inside the NTMA Movement With Roger Atkins (EP 12) S2

    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:: Manufacturing Roots: Growing up in the shop, discovering purpose, and falling in love with the craft. Resilience in Business: Navigating oil downturns, 9/11, and economic uncertainty while keeping businesses alive. Community Power: Why peer groups and associations like NTMA are lifelines for owners. Precision & Innovation: How small shops quietly power rockets, aircraft, and national security. Succession & Legacy: Why every business owner needs a plan, and how failing to prepare risks employees, families, and the future. Connect with Mark Dorman: Succession Plus US LinkedIn: Mark Dorman LinkedIn: Succession Plus Facebook: Succession Plus (330)-416-9271 mdorman@succession.plus About the Guest: Roger Atkins is the President of NTMA, representing small and medium-sized manufacturers across the U.S. With decades of leadership experience, he is dedicated to helping owners grow, sustain, and transition their businesses with purpose.

    36 min

  4. AUG 21

    Part 2 - The use of Employee Ownership Trusts (EOT's) in Business Succession Planning With Corey Rosen (EP 11) S2

    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 some business owners may choose them over ESOPs. They cover the practical, cultural, and philosophical factors driving this emerging succession strategy in the U.S. Mark and Corey discuss: EOT Origins & Growth: How the model evolved in the UK (inspired by the John Lewis Partnership) and its rapid adoption overseas. Key Differences from ESOPs: Costs, complexity, tax implications, and the flexibility to set custom rules for ownership and profit distribution. Ideal Candidates: Why smaller companies (often under 50 employees) and owners committed to long-term independence may benefit most. Purpose Trusts: How some companies, like Patagonia, use ownership trusts for social and environmental missions. Succession Planning Considerations: When an EOT makes sense versus a management buyout, phantom stock, or other equity models. NCEO's Role: Resources, research, and networking opportunities for companies exploring employee ownership. Connect with Mark Dorman: Succession Plus US LinkedIn: Mark Dorman LinkedIn: Succession Plus Facebook: Succession Plus (330)-416-9271 mdorman@succession.plus About the Guest: Corey Rosen is the founder of the National Center for Employee Ownership (NCEO). A former Capitol Hill staffer and political science professor, Corey helped draft early ESOP legislation in the 1970s and has since authored numerous books and research papers on employee ownership. Today, he leads NCEO's mission to educate and support businesses considering employee ownership as a sustainable, wealth-building alternative to traditional exits.

    24 min

  5. AUG 6

    Part 1- The benefits of Employee Stock Ownership Plans (ESOP's) as a Business Transition Alternative with Corey Rosen (EP 10) S2

    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 implement employee stock ownership plans. He and Mark explore the massive impact ESOPs can have on succession, company culture, employee wealth, and long-term legacy. Mark and Corey discuss: From Policy to Practice: How Corey transitioned from political science professor to Capitol Hill staffer, eventually founding the NCEO in 1981. ESOP Growth & Tax Advantages: The rise of employee ownership, how ESOPs work, and why their tax advantages make them a powerful tool for succession. Bipartisan Appeal: Why ESOPs remain one of the rare ideas with support across political lines—from Elizabeth Warren to Tommy Tuberville. Succession Planning Realities: Why ESOPs offer flexible exit options for baby boomer business owners, while preserving legacy and rewarding employees. Section 1042 & Tax Deferral: A deep dive into how sellers can defer capital gains taxes through reinvestment, and the lesser-known wealth-building benefits of ESOPs. Who Should Consider an ESOP?: The financial, managerial, and structural conditions that make a company ideal for employee ownership. Culture and Engagement: Why communication, open-book management, and employee involvement are the key to successful ESOP-driven transformation. Connect with Mark Dorman: Succession Plus US LinkedIn: Mark Dorman LinkedIn: Succession Plus Facebook: Succession Plus (330)-416-9271 mdorman@succession.plus About the Guest: Corey Rosen is the founder of the National Center for Employee Ownership (NCEO). A former Capitol Hill staffer and political science professor, Corey helped draft early ESOP legislation in the 1970s and has since authored numerous books and research papers on employee ownership. Today, he leads NCEO's mission to educate and support businesses considering employee ownership as a sustainable, wealth-building alternative to traditional exits.

    28 min

  6. JUN 24

    Just Keep Punching: Real Talk on Business Resilience With Sigi Loya (EP 9) S2

    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-to-peer advisory board franchise. He also discusses launching Affordable Business Valuations with his son to empower business owners with accurate and actionable insights into their company's worth. Mark and Sigi Loya discuss: Corporate to Entrepreneurial Shift: Leaving a successful corporate career to build new ventures from the ground up. Resilience in Business: Overcoming near-failure experiences with grit and the support of peer networks. The Power of Peer Advisory Boards: How TAB helped CG and others navigate critical decisions through shared wisdom and accountability. Succession & Legacy Planning: Why making yourself less central to your business increases its value. Business Valuation Insights: The importance of knowing your business's worth before a sale and how Biz Equity helps demystify this process. Family Business Collaboration: Working alongside his son to build a valuation business grounded in education and long-term strategy. Connect with Mark Dorman: Succession Plus US LinkedIn: Mark Dorman LinkedIn: Succession Plus Facebook: Succession Plus (330)-416-9271 mdorman@succession.plus About the Guest: Sigi Loya is a seasoned entrepreneur and TAB Pittsburgh franchise owner. With roots in corporate insurance and employee benefits, he transitioned into real estate finance and healthcare entrepreneurship before finding his true passion in business coaching and valuations. His mission today is helping small business owners scale smartly, plan successful exits, and realise the true value of their life's work.

    28 min

  7. MAY 27

    From Consulting to Crafting Wine: Life After Business Exit with Brian Zawada (EP 8) S2

    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-backed exit. Today, he's living a new chapter as the co-founder of Violet Vines, crafting exceptional Oregon wines. This episode is packed with insights on risk management, leadership, entrepreneurship, and life after business ownership. Brian's story is one of intentional decision-making, continuous learning, and the courage to reinvent yourself. Mark and Brian discuss: Military Precision in Business: Lessons from strategic intelligence and risk management. Bootstrapping to Success: Scaling Evolution Consulting without debt. Breaking Growth Barriers: How private equity and strategic partnerships fueled expansion. The Exit Journey: Challenges, lessons, and the importance of cultural fit with investors. Life After the Exit: Finding passion and purpose in winemaking at Violet Vines. Family, Freedom & Legacy: Balancing career ambitions with personal priorities. Connect with Mark Dorman: Succession Plus US LinkedIn: Mark Dorman LinkedIn: Succession Plus Facebook: Succession Plus (330)-416-9271 mdorman@succession.plus Connect with Brian Zawada: LinkedIn: Brian Zawada Website: Violet Vines About the Guest: Brian Zawada is a resilience strategist, business advisor, and winemaker. With nearly 30 years of experience in business continuity and operational resilience, Brian has worked across industries including manufacturing, pharma, biotech, and consumer goods. He is the author of The Business Continuity Operating System and a recipient of the Lifetime Achievement Award from the Business Continuity Institute. Today, he channels his passion into Violet Vines, a boutique winery in Oregon, alongside his family.

    32 min

  8. APR 15

    How to Leverage Exit Planning for Business and Personal Freedom with Renee Russo (EP 7) S2

    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 business freedom and growth. Renee's story highlights resilience, transformation, and the power of leveraging proven processes to turn chaos into clarity. She is passionate about helping business owners align their personal, financial, and business goals to build sustainable success and unlock wealth while maintaining personal freedom. Mark and Renee discuss: Chaos to Clarity: Implement systems to take control of your business. Mindset Matters: Shift to a value-focused approach for sustainable growth. Lead with Discipline: Build accountable, high-performing leadership teams. Plan for Freedom: Exit planning is about creating opportunities, not just endings. Life by Design: Align business and personal goals for lasting success. Resilience Wins: Turn setbacks into opportunities for growth. Peer Power: Leverage peer support for inspiration and professional growth. Connect with Mark Dorman: Succession Plus US LinkedIn: Mark Dorman LinkedIn: Succession Plus Facebook: Succession Plus (330)-416-9271 mdorman@succession.plus Connect with Renee Russo: Website: Rise Up Business Coaching LinkedIn: Renee Russo About the Guest:  Renee Russo is the CEO and Founder of Rise Up Business Coaching, a leader in helping business owners align their personal and professional goals to achieve freedom and long-term success. She is a certified EOS Implementer and Exit Planning Advisor who leverages her vast experience to deliver high-impact coaching, workshops, and keynotes.

    31 min
See All (14)

Ratings & Reviews

5
out of 5
3 Ratings

About

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.

Information

  • Creator
    Mark Dorman
  • Years Active
    2023 - 2025
  • Episodes
    14
  • Rating
    Clean
  • Copyright
    Copyright © 2022 Finish Big - The Podcast with Mark Dorman from Legacy Business Advisors.
  • Show Website
    Finish Big 2.0 w/ Mark Dorman

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