37 episodes

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.

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

    • Business
    • 5.0 • 2 Ratings

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.

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

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

    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 … Read More Read More

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

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

    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. … Read More Read More

    • 21 min
    Maximizing Sales Strategies With Melanie French (Ep. 34)

    Maximizing Sales Strategies With Melanie French (Ep. 34)

    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 … Read More Read More

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

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

    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 … Read More Read More

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

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

    Do you understand the true value of your company? In today’s enlightening conversation, Mark Dorman talks with Chief Valuation Officer at BizEquity, Scott Gabehart to shed light on the complexities of business valuation. With Scott’s extensive experience and insight, this episode demystifies the valuation process and illustrates how BizEquity’s innovative platform is making accurate valuations … Read More Read More

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

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

    What do you need to make the most of your succession plan? What strategies and information could exit planners provide? Join Mark Dorman and his guest Steve Hopkins, Owner of Charter BTA, in exploring the critical nature of devising contingency plans for business owners. Together they touch on the advantages of having a CEPA credential … Read More Read More

    • 30 min

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