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Mark Dorman

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Finish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanFrom Bombay to a $200M Business & a Successful Exit with Dee Vaidya S2 (EP 17)In this episode of the Finish Big Podcast, Host Mark Dorman sits down with serial entrepreneur Dee Vaidya. Born in Bombay and raised in Pune, Dee's journey spans continents, industries, and decades — from rubber and plastics to electronics, Dell manufacturing, geospatial intelligence, and building a $50M+ government contractor before a successful exit. From starting with just $5,000 and a dream in Mary's family home, to winning a $200M global geospatial intelligence contract for the U.S. government, Dee's story is a masterclass in resilience, reinvention, and long-term thinking. This is a powerful conversation about im...
2026-01-2937 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanFrom Bombay to a $200M Business & a Successful Exit with Dee Vaidya S2 (EP 17)In this episode of the Finish Big Podcast, Host Mark Dorman sits down with serial entrepreneur Dee Vaidya. Born in Bombay and raised in Pune, Dee's journey spans continents, industries, and decades — from rubber and plastics to electronics, Dell manufacturing, geospatial intelligence, and building a $50M+ government contractor before a successful exit. From starting with just $5,000 and a dream in Mary's family home, to winning a $200M global geospatial intelligence contract for the U.S. government, Dee's story is a masterclass in resilience, reinvention, and long-term thinking. This is a powerful conversation about im...
2026-01-2937 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanDemocratising Value: BizEquity, EMG and the Future of Founders with Michael Carter S2 (EP16)In this episode of the Finish Big Podcast, host Mark Dorman sits down with Michael Carter — serial entrepreneur, venture investor and founder of BizEquity, and now founder & CEO of Entrepreneurs Management Group (EMG.AI). Michael has built platforms used by hundreds of thousands of businesses, created large shareholder value, and now aims to democratise entrepreneurship with an AI-driven roadmap and founders' co-pilot. Mark and Michael discuss: BizEquity origin — why business valuation needed democratising and the early insight that launched BizEquity. Democratisation — making knowledge faster, cheaper and more accessible for entrepreneurs. EMG.ai & t...
2025-12-1835 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanDemocratising Value: BizEquity, EMG and the Future of Founders with Michael Carter S2 (EP16)In this episode of the Finish Big Podcast, host Mark Dorman sits down with Michael Carter — serial entrepreneur, venture investor and founder of BizEquity, and now founder & CEO of Entrepreneurs Management Group (EMG.AI). Michael has built platforms used by hundreds of thousands of businesses, created large shareholder value, and now aims to democratise entrepreneurship with an AI-driven roadmap and founders' co-pilot. Mark and Michael discuss: BizEquity origin — why business valuation needed democratising and the early insight that launched BizEquity. Democratisation — making knowledge faster, cheaper and more accessible for en...
2025-12-1835 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanDemocratising Value: BizEquity, EMG and the Future of Founders with Michael Carter S2 (EP16)In this episode of the Finish Big Podcast, host Mark Dorman sits down with Michael Carter — serial entrepreneur, venture investor and founder of BizEquity, and now founder & CEO of Entrepreneurs Management Group (EMG.AI). Michael has built platforms used by hundreds of thousands of businesses, created large shareholder value, and now aims to democratise entrepreneurship with an AI-driven roadmap and founders' co-pilot. Mark and Michael discuss: BizEquity origin — why business valuation needed democratising and the early insight that launched BizEquity. Democratisation — making knowledge faster, cheaper and more accessible for en...
2025-12-1835 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanFrom Private Equity to Pickles: The Entrepreneurial Leap with Pat Viancourt S2 (EP 15)In this episode of the Finish Big Podcast, host Mark Dorman sits down with food industry executive and entrepreneur Pat Viancourt, owner and CEO of Herman Pickle Company in Garrettsville, Ohio. With decades of leadership experience across Seagram, Nestlé Waters, Hospitality Mints, Paragon Foods, and multiple private-equity-backed businesses, Pat shares how he went from corporate CPG and private equity to owning a family-built pickle company with both beloved legacy brands and major national partnerships. For listeners thinking about buying a business, exiting corporate life, or scaling a niche manufacturing company, this conversation is packed with r...
2025-11-2540 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanFrom Private Equity to Pickles: The Entrepreneurial Leap with Pat Viancourt S2 (EP 15)In this episode of the Finish Big Podcast, host Mark Dorman sits down with food industry executive and entrepreneur Pat Viancourt, owner and CEO of Herman Pickle Company in Garrettsville, Ohio. With decades of leadership experience across Seagram, Nestlé Waters, Hospitality Mints, Paragon Foods, and multiple private-equity-backed businesses, Pat shares how he went from corporate CPG and private equity to owning a family-built pickle company with both beloved legacy brands and major national partnerships. For listeners thinking about buying a business, exiting corporate life, or scaling a niche manufacturing company, this conversation is packed with r...
2025-11-2540 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanFrom Private Equity to Pickles: The Entrepreneurial Leap with Pat Viancourt S2 (EP 15)In this episode of the Finish Big Podcast, host Mark Dorman sits down with food industry executive and entrepreneur Pat Viancourt, owner and CEO of Herman Pickle Company in Garrettsville, Ohio. With decades of leadership experience across Seagram, Nestlé Waters, Hospitality Mints, Paragon Foods, and multiple private-equity-backed businesses, Pat shares how he went from corporate CPG and private equity to owning a family-built pickle company with both beloved legacy brands and major national partnerships. For listeners thinking about buying a business, exiting corporate life, or scaling a niche manufacturing company, this conversation is packed with r...
2025-11-2540 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanCreating 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 throug...
2025-11-1133 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanCreating 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.
2025-11-1133 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanCreating 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 throug...
2025-11-1133 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanWhat 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 lo...
2025-10-2337 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanWhat 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.
2025-10-2337 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanWhat 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.
2025-10-2337 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanCommunity over Competition-Inside the NTMA Movement With Roger Atkins (EP 12) S2In 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 NT...
2025-09-3036 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanCommunity over Competition-Inside the NTMA Movement With Roger Atkins (EP 12) S2In 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 NT...
2025-09-3036 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanCommunity over Competition-Inside the NTMA Movement With Roger Atkins (EP 12) S2In 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 NT...
2025-09-3036 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanPart 2 - The use of Employee Ownership Trusts (EOT's) in Business Succession Planning With Corey Rosen (EP 11) S2In 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 th...
2025-08-2124 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanPart 2 - The use of Employee Ownership Trusts (EOT's) in Business Succession Planning With Corey Rosen (EP 11) S2In 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 th...
2025-08-2124 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanPart 2 - The use of Employee Ownership Trusts (EOT's) in Business Succession Planning With Corey Rosen (EP 11) S2In 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 th...
2025-08-2124 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanPart 1- The benefits of Employee Stock Ownership Plans (ESOP's) as a Business Transition Alternative with Corey Rosen (EP 10) S2In 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...
2025-08-0627 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanPart 1- The benefits of Employee Stock Ownership Plans (ESOP's) as a Business Transition Alternative with Corey Rosen (EP 10) S2In 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...
2025-08-0627 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanPart 1- The benefits of Employee Stock Ownership Plans (ESOP's) as a Business Transition Alternative with Corey Rosen (EP 10) S2In 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 Hi...
2025-08-0627 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanJust Keep Punching: Real Talk on Business Resilience With Sigi Loya (EP 9) S2In 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 su...
2025-06-2427 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanJust Keep Punching: Real Talk on Business Resilience With Sigi Loya (EP 9) S2In 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: Le...
2025-06-2427 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanJust Keep Punching: Real Talk on Business Resilience With Sigi Loya (EP 9) S2In 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: Le...
2025-06-2427 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanFrom Consulting to Crafting Wine: Life After Business Exit with Brian Zawada (EP 8) S2In 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...
2025-05-2731 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanFrom Consulting to Crafting Wine: Life After Business Exit with Brian Zawada (EP 8) S2In 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...
2025-05-2731 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanFrom Consulting to Crafting Wine: Life After Business Exit with Brian Zawada (EP 8) S2In 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...
2025-05-2731 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanHow to Leverage Exit Planning for Business and Personal Freedom with Renee Russo (EP 7) S2In 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...
2025-04-1531 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanHow to Leverage Exit Planning for Business and Personal Freedom with Renee Russo (EP 7) S2In 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...
2025-04-1531 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanHow to Leverage Exit Planning for Business and Personal Freedom with Renee Russo (EP 7) S2In 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...
2025-04-1531 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark Dorman"Once Again"- building an Investment Advisory Business not once but twice and then "Paying it Forward" with Fred DiSanto (EP 6) S2In this episode of the Finish Big Podcast, Mark Dorman interviews Fred DiSanto, Chairman and CEO of Ancora Investments. Fred shares his inspiring journey from playing college sports to building a $10 billion investment firm. He discusses pivotal career moments, including his transition from institutional sales to founding Ancora, the challenges of scaling the business, and the strategies that have driven its success. Fred emphasises the importance of strong relationships, assembling top-tier talent, and offering innovative solutions like activism and alternative investments to differentiate in a competitive market. Fred also highlights his commitment to fostering a culture of...
2025-03-2528 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark Dorman"Once Again"- building an Investment Advisory Business not once but twice and then "Paying it Forward" with Fred DiSanto (EP 6) S2In this episode of the Finish Big Podcast, Mark Dorman interviews Fred DiSanto, Chairman and CEO of Ancora Investments. Fred shares his inspiring journey from playing college sports to building a $10 billion investment firm. He discusses pivotal career moments, including his transition from institutional sales to founding Ancora, the challenges of scaling the business, and the strategies that have driven its success. Fred emphasises the importance of strong relationships, assembling top-tier talent, and offering innovative solutions like activism and alternative investments to differentiate in a competitive market. Fred also highlights his commitment to fostering a culture of ow...
2025-03-2528 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark Dorman"Once Again"- building an Investment Advisory Business not once but twice and then "Paying it Forward" with Fred DiSanto (EP 6) S2In this episode of the Finish Big Podcast, Mark Dorman interviews Fred DiSanto, Chairman and CEO of Ancora Investments. Fred shares his inspiring journey from playing college sports to building a $10 billion investment firm. He discusses pivotal career moments, including his transition from institutional sales to founding Ancora, the challenges of scaling the business, and the strategies that have driven its success. Fred emphasises the importance of strong relationships, assembling top-tier talent, and offering innovative solutions like activism and alternative investments to differentiate in a competitive market. Fred also highlights his commitment to fostering a culture of ow...
2025-03-2528 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanEconomic Tightropes: Inflation, Tax Cuts, and Government Efficiency with Robert Brandt Hamer (EP 5) S2In this episode of Finish Big, Mark Dorman engages with Brant Hammer, a finance professor and investment expert, to discuss the pressing economic challenges of inflation and their impact on businesses. They dive into Biden's economic policies, Trump's potential strategies for growth, and actionable insights for entrepreneurs to build strong succession plans. This conversation is packed with valuable takeaways for business leaders navigating a rapidly evolving economy. Mark and Robert discuss: WVU's Student Managed Investment Fund gives students real world investment experience. Inflation during Biden's term was fuelled by fiscal deficits and supply chain disruptions. Small...
2025-03-1129 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanEconomic Tightropes: Inflation, Tax Cuts, and Government Efficiency with Robert Brandt Hamer (EP 5) S2In this episode of Finish Big, Mark Dorman engages with Brant Hammer, a finance professor and investment expert, to discuss the pressing economic challenges of inflation and their impact on businesses. They dive into Biden's economic policies, Trump's potential strategies for growth, and actionable insights for entrepreneurs to build strong succession plans. This conversation is packed with valuable takeaways for business leaders navigating a rapidly evolving economy. Mark and Robert discuss: WVU's Student Managed Investment Fund gives students real world investment experience. Inflation during Biden's term was fuelled by fiscal deficits and supply chain...
2025-03-1129 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanEconomic Tightropes: Inflation, Tax Cuts, and Government Efficiency with Robert Brandt Hamer (EP 5) S2In this episode of Finish Big, Mark Dorman engages with Brant Hammer, a finance professor and investment expert, to discuss the pressing economic challenges of inflation and their impact on businesses. They dive into Biden's economic policies, Trump's potential strategies for growth, and actionable insights for entrepreneurs to build strong succession plans. This conversation is packed with valuable takeaways for business leaders navigating a rapidly evolving economy. Mark and Robert discuss: WVU's Student Managed Investment Fund gives students real world investment experience. Inflation during Biden's term was fuelled by fiscal deficits and supply chain...
2025-03-1129 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanThe 4D's & 3 What's of Business Succession Planning. (EP 4) S2What are some of the most common pitfalls family business owners face when planning for "The Four D's," and how can they proactively address them? In this episode of the Finish Big Podcast, Mark Dorman sits down with James Aussem, a distinguished attorney specialising in succession planning, mergers, and acquisitions. Together, they explore the challenges of planning for "The Four D's"—Death, Disability, Departure, and Discord—and share actionable strategies for family businesses to navigate transitions successfully. James discusses his journey from a tax attorney at Ernst & Ernst to a career dedicated to helping entrepreneurs and family busi...
2025-03-0327 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanThe 4D's & 3 What's of Business Succession Planning. (EP 4) S2What are some of the most common pitfalls family business owners face when planning for "The Four D's," and how can they proactively address them? In this episode of the Finish Big Podcast, Mark Dorman sits down with James Aussem, a distinguished attorney specialising in succession planning, mergers, and acquisitions. Together, they explore the challenges of planning for "The Four D's"—Death, Disability, Departure, and Discord—and share actionable strategies for family businesses to navigate transitions successfully. James discusses his journey from a tax attorney at Ernst & Ernst to a career dedicated to helping entrepreneurs and...
2025-03-0327 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanThe 4D's & 3 What's of Business Succession Planning. (EP 4) S2What are some of the most common pitfalls family business owners face when planning for "The Four D's," and how can they proactively address them? In this episode of the Finish Big Podcast, Mark Dorman sits down with James Aussem, a distinguished attorney specialising in succession planning, mergers, and acquisitions. Together, they explore the challenges of planning for "The Four D's"—Death, Disability, Departure, and Discord—and share actionable strategies for family businesses to navigate transitions successfully. James discusses his journey from a tax attorney at Ernst & Ernst to a career dedicated to helping entrepreneurs and...
2025-03-0327 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanThe Value of University-based Private & Family Business Centers (EP 3) S2Why do some family businesses thrive for generations while others struggle with succession and longevity? In this episode of the Finish Big Podcast, Mark Dorman hosts Carol Butler, President of the Garing Center for Family and Private Business at the University of Cincinnati, North America’s largest university-based family business center. Together, they discuss how the Garing Center supports family-owned businesses with resources that drive growth, resilience, and community. Carol shares her journey from a Fortune 500 executive to a key player in family business support, emphasizing the center’s mission to foster the success and susta...
2025-03-0331 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanThe Value of University-based Private & Family Business Centers (EP 3) S2Why do some family businesses thrive for generations while others struggle with succession and longevity? In this episode of the Finish Big Podcast, Mark Dorman hosts Carol Butler, President of the Garing Center for Family and Private Business at the University of Cincinnati, North America's largest university-based family business center. Together, they discuss how the Garing Center supports family-owned businesses with resources that drive growth, resilience, and community. Carol shares her journey from a Fortune 500 executive to a key player in family business support, emphasizing the center's mission to foster the success and sustainability of p...
2025-03-0331 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanThe Value of University-based Private & Family Business Centers (EP 3) S2Why do some family businesses thrive for generations while others struggle with succession and longevity? In this episode of the Finish Big Podcast, Mark Dorman hosts Carol Butler, President of the Garing Center for Family and Private Business at the University of Cincinnati, North America's largest university-based family business center. Together, they discuss how the Garing Center supports family-owned businesses with resources that drive growth, resilience, and community. Carol shares her journey from a Fortune 500 executive to a key player in family business support, emphasizing the center's mission to foster the success and sustainability of p...
2025-03-0331 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanThe Value of University-based Private & Family Business Centers with Carol Butler (Ep.46)Why do some family businesses thrive for generations while others struggle with succession and longevity? In this episode of the Finish Big Podcast, Mark Dorman hosts Carol Butler, President of the Garing Center for Family and Private Business at the University of Cincinnati, North America’s largest university-based family business center. Together, they discuss how the Garing Center supports family-owned businesses with resources that drive growth, resilience, and community. Carol shares her journey from a Fortune 500 executive to a key player in family business support, emphasizing the center’s mission to foster the success and sust...
2025-02-0731 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanThe Value of University-based Private & Family Business Centers with Carol Butler (Ep.46)Why do some family businesses thrive for generations while others struggle with succession and longevity? In this episode of the Finish Big Podcast, Mark Dorman hosts Carol Butler, President of the Garing Center for Family and Private Business at the University of Cincinnati, North America’s largest university-based family business center. Together, they discuss how the Garing Center supports family-owned businesses with resources that drive growth, resilience, and community. Carol shares her journey from a Fortune 500 executive to a key player in family business support, emphasizing the center’s mission to foster the success and sust...
2025-02-0731 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanThe Value of University based Private & Family Business Centers with Carol Butler (EP. 46)Why do some family businesses thrive for generations while others struggle with succession and longevity?In this episode of the Finish Big Podcast, Mark Dorman hosts Carol Butler, President of the Goering Center for Family and Private Business at the University of Cincinnati, North America’s largest university-based family business center. Together, they discuss how the Goering Center supports family-owned businesses with resources that drive growth, resilience, and community.Carol shares her journey from a Fortune 500 executive to a key player in family business support, emphasizing the center's mission to fost...
2025-02-0731 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanThe Value of University based Private & Family Business Centers with Carol Butler (EP. 46)Why do some family businesses thrive for generations while others struggle with succession and longevity?In this episode of the Finish Big Podcast, Mark Dorman hosts Carol Butler, President of the Goering Center for Family and Private Business at the University of Cincinnati, North America’s largest university-based family business center. Together, they discuss how the Goering Center supports family-owned businesses with resources that drive growth, resilience, and community.Carol shares her journey from a Fortune 500 executive to a key player in family business support, emphasizing the center's mission to fost...
2025-02-0731 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanHow Employee Stock Ownership Plans (ESOPs) Benefit Business Owners (Ep.45)Are you a business owner considering an Employee Stock Ownership Plan (ESOP) or exploring succession strategies? In this episode of the Finish Big Podcast, Mark Gorman delves into ESOP financing, discussing how bank and seller financing typically work together, and the potential advantages of mezzanine loans. Gain insights into tax implications, the role of ESOP trustees, and how these plans can benefit both the business and the community. This week’s guest, Kelly Finnell, President of Executive Financial Services Inc., offers his expertise on ESOPs. He covers essential topics such as the process, timeline, and personal satisfaction in...
2025-02-0732 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanHow Employee Stock Ownership Plans (ESOPs) Benefit Business Owners (Ep.45)Are you a business owner considering an Employee Stock Ownership Plan (ESOP) or exploring succession strategies?In this episode of the Finish Big Podcast, Mark Dorman delves into ESOP financing, discussing how bank and seller financing typically work together, and the potential advantages of mezzanine loans.Gain insights into tax implications, the role of ESOP trustees, and how these plans can benefit both the business and the community.This week’s guest, Kelly Finnell, President of Executive Financial Services Inc., offers his expertise on ESOPs. He covers es...
2025-02-0732 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanThe Value of University based Private & Family Business Centers with Carol Butler (EP. 46)Why do some family businesses thrive for generations while others struggle with succession and longevity? In this episode of the Finish Big Podcast, Mark Dorman hosts Carol Butler, President of the Goering Center for Family and Private Business at the University of Cincinnati, North America’s largest university-based family business center. Together, they discuss how the Goering Center supports family-owned businesses with resources that drive growth, resilience, and community.Carol shares her journey from a Fortune 500 executive to a key player in family business support, emphasizing the center's mission to foster the success and sustainability of p...
2025-02-0728 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanHow Employee Stock Ownership Plans (ESOPs) Benefit Business Owners (Ep.45)Are you a business owner considering an Employee Stock Ownership Plan (ESOP) or exploring succession strategies?In this episode of the Finish Big Podcast, Mark Dorman delves into ESOP financing, discussing how bank and seller financing typically work together, and the potential advantages of mezzanine loans.Gain insights into tax implications, the role of ESOP trustees, and how these plans can benefit both the business and the community.This week's guest, Kelly Finnell, President of Executive Financial Services Inc., offers his expertise on ESOPs...
2025-02-0732 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanHow Employee Stock Ownership Plans (ESOPs) Benefit Business Owners (EP 2) S2Are you a business owner considering an Employee Stock Ownership Plan (ESOP) or exploring succession strategies? In this episode of the Finish Big Podcast, Mark Dorman delves into ESOP financing, discussing how bank and seller financing typically work together, and the potential advantages of mezzanine loans. Gain insights into tax implications, the role of ESOP trustees, and how these plans can benefit both the business and the community. This week's guest, Kelly Finnell, President of Executive Financial Services Inc., offers his expertise on ESOPs. He covers essential topics such as the process, timeline, and personal...
2025-02-0733 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanHow Employee Stock Ownership Plans (ESOPs) Benefit Business Owners (EP 2) S2Are you a business owner considering an Employee Stock Ownership Plan (ESOP) or exploring succession strategies? In this episode of the Finish Big Podcast, Mark Dorman delves into ESOP financing, discussing how bank and seller financing typically work together, and the potential advantages of mezzanine loans. Gain insights into tax implications, the role of ESOP trustees, and how these plans can benefit both the business and the community. This week's guest, Kelly Finnell, President of Executive Financial Services Inc., offers his expertise on ESOPs. He covers essential topics such as the process, timeline, and personal...
2025-02-0733 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanHow Employee Stock Ownership Plans (ESOPs) Benefit Business Owners (EP 2) S2Are you a business owner considering an Employee Stock Ownership Plan (ESOP) or exploring succession strategies? In this episode of the Finish Big Podcast, Mark Dorman delves into ESOP financing, discussing how bank and seller financing typically work together, and the potential advantages of mezzanine loans. Gain insights into tax implications, the role of ESOP trustees, and how these plans can benefit both the business and the community. This week’s guest, Kelly Finnell, President of Executive Financial Services Inc., offers his expertise on ESOPs. He covers essential topics such as the process, timeline, and pe...
2025-02-0733 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanThe Value of University based Private & Family Business CentersWhy do some family businesses thrive for generations while others struggle with succession and longevity? In this episode of the Finish Big Podcast, Mark Dorman hosts Carol Butler, President of the Goering Center for Family and Private Business at the University of Cincinnati, North America’s largest university-based family business center. Together, they discuss how the Goering Center supports family-owned businesses with resources that drive growth, resilience, and community.Carol shares her journey from a Fortune 500 executive to a key player in family business support, emphasizing the center's mission to foster the success and sustainability of p...
2024-11-2000 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanHow Employee Stock Ownership Plans (ESOPs) Benefit Business Owners With Kelly Finnell (EP.45)Are you a business owner considering an Employee Stock Ownership Plan (ESOP) or exploring succession strategies? In this episode of the Finish Big Podcast, Mark Gorman delves into ESOP financing, discussing how bank and seller financing typically work together, and the potential advantages of mezzanine loans. Gain insights into tax implications, the role of ESOP trustees, and how these plans can benefit both the business and the community.This week's guest, Kelly Finnell, President of Executive Financial Services Inc., offers his expertise on ESOPs. He covers essential topics such as the process, timeline, and...
2024-09-1232 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanPivoting as a Business Owner With Craig Sturgill (Ep. 43)In the realm of exit plans, things don’t always go as planned. Sometimes they happen smoothly the first time, other times they face delays. But that’s the thing: there’s no one right way. Each exit is its own journey, with its own ups and downs. Join Mark Doman as he sits down with Craig Sturgill, COO, and Co-founder of Excel, a company at the forefront of the InsureTech space. Craig, a U.S. Army veteran and successful entrepreneur, shares his journey from starting an insurance agency at 18 to co-founding Excel. Follow along to learn about...
2024-08-1328 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanExploring Opportunities Through SBA Lending With Tara Murphy (Ep. 42)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 they delve into SBA lending. They unveil how they work, changes that have happened to the process, and how they can be a powerful tool in your exit planning strategy. Whether you’re contemplating selling your business or simply curi...
2024-07-2323 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanPacking the Parachute: Navigating Exit and Succession Planning with Jim Erben (Ep. 41)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. Tune in for invaluable strategies and actionable insights on how to prepare for a smooth transition. Jim discusses:  Why business valuation is a crucial starting point in planning your exit The importance of aligning your business exit strategy with y...
2024-07-0929 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanDe-Risking Your Business: Jim Doyle on Partial Sales and Full Exits (Ep. 40)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 shares his experience of navigating ESOPs (employee stock ownership plans) and eventually selling his business to a strategic buyer. Jim discusses:  The process of making his business “sellable” How the ESOP helped his employees develop an ownership mindset, enhan...
2024-06-2526 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanProfessional Management and Business Legacy with Joni Fedders (Ep. 39)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. Follow along to hear Joni’s passion for professional management, and how it empowers businesses and their owners to articulate a vision, align their organization towards it, and successfully navigate ownership transitions. Joni discusses:  The importance of having an exit...
2024-06-1125 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanFrom Growing Pains to Profit With Ron Nagy (Ep. 38)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 along the way, and the strategic decisions that led to their successful growth and eventual sale. Ron discusses:  How Nagy’s Auto Collision came to be and how it evolved over time The challenges faced during the business’s expan...
2024-05-2831 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanNavigating the Emotional and Practical Aspects of Business Transitions With Joe Scheid (Ep. 37)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 unravel the emotional and technical layers of financial decisions, drawing on Joe’s involvement with the Legacy Advisors Network and the Exit Planning Institute. By exploring the capabilities of the Capitalize software and discussing the emotional journey of business owner...
2024-05-1425 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanExecuting 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 challenges that the industry faces. Rich imparts his wisdom on the vital topic of succession planning for business owners, underlining the significance of strategic foresight and the support of trusted professionals. By exploring the 415 Group’s approach to fostering advisory boards and their de...
2024-04-2327 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanThe 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. Listen as they delve into the rich history, challenges, and expansions of the cheese industry, offering valuable insights into the evolving landscape of family businesses and the cheese production process. Guest discusses:  The Swiss immigrant influence on t...
2024-04-0921 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanMaximizing 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 Contributor to a VP of Sales, highlighting the challenges and growth strategies she implemented. The conversation delves into key topics such as the significance of sales strategy, process, CRM utilization, sales team management, and the impact of structured sales...
2024-03-2628 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanCrafting 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 to an impressive empire with 35 retail outlets and a comprehensive wholesale distribution network. Through Mike’s narrative, this episode explores the tactical execution of professional governance and the indispensable contributions of external advisors, equipping listeners with practical advice on fu...
2024-03-1227 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanExploring 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 accessible to businesses of all sizes. By jumping into the nuances of key performance indicators, the influence of interest rates on mergers and acquisitions, and the evolving landscape of the market, this podcast brings forth tools that may help you na...
2024-02-2730 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanCEPA 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 and the contributions of the Exit Planning Institute.  Mark and Steve discuss:  His background in business exit transition planning What the Certified Exit Planning Advisor (CEPA) designation is and why is Steve pursuing it How Steve’s personal background and...
2024-02-1330 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanExiting a Family Business with Mike Swiatkowski (Ep. 30)Are you working in a family business? Do your values align with the company values and trajectory?  Mark Dorman speaks with Mike Swiatkowski, VP of Corporate Development at Gordon River Partners, about his journey through his family business. From starting at the company, to promoting growth after his father passed, to leaving the family business behind, Mike shares his emotional journey through the business and the role his personal values played in making his decisions. Mike discusses:  The beginnings of his family’s company His first position within the company once he joined Why he o...
2024-01-3030 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanThe Evolution of Investment Banking in M&A Strategies with Paul Carleton (Ep. 29)Private equity firms have evolved since they first started growing in the eighties. What role do they currently play in M&A procedures and business planning? Listen in as Mark Dorman and his guest Paul Carleton, founder and managing partner of Carleton McKenna, share stories from Paul’s initial steps in the field. Explore how investment banking has evolved and become more specialized, and reflect on the burgeoning world of private equity. Paul highlights the critical role of storytelling in drumming upmarket competition and sheds light on how investment bankers play a key part in getting businesses re...
2024-01-1726 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanAddressing Emotions When Exiting Business with Jerome Myers (Ep. 28)Are you ready to exit your business? Maybe you are financially, but what about emotionally? Join Mark Dorman and his guest Jerome Myers, host of the Dreamcatchers Podcast, in discussing how he transitioned from engineering to real estate and coaching. Jerome dives into the challenges that founders often face after exiting their businesses, stressing the need for emotional preparation during this phase and how to navigate the complexities that arise. Jerome explores:  Where founders face challenges and emotions during the post-exit phase The “Eight Exits” of a founder The importance of addressing the emotional and i...
2023-12-2630 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanTanya DiSalvo’s Journey in Manufacturing and Leadership (Ep. 27)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 her father to her, why it took several years, and the evolution the business has achieved since it was first established. Tanya discusses:  What precision manufacturing is and what her company produces How her family business started Why she ch...
2023-12-1232 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanHow to Exit Like a Boss with Dr. Craig West, Founder of Succession Plus (Ep. 26)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 optimal exit strategy. Dr. West shares how Capitaliz revolutionized exit planning and what entrepreneurs should look for when exiting their businesses. Dr. West discusses:  How he entered the exit planning space The growth of Succession Plus as a business a...
2023-11-2734 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanMaximizing the Value of Your Business in the Lower Middle Market with Diane Thomas, President of Premier Sales (Ep. 25)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 and value maximization for businesses. Diane shares success stories of businesses that significantly increased their profitability and were sold for millions of dollars. Diane focuses on:  How she entered the business brokerage arena Why market dynamics are changing and t...
2023-11-1428 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanHow Rising Interest Rates Impact Business Valuations with Robert “Brant” Hammer, Assistant Professor at West Virginia University (Ep. 24)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, inflation, and growth. Brant explores how understanding what impacts business valuation relates to exit planning and what current business owners should review as the market shifts. Brant discusses:  What the current economic environment looks like from a number of...
2023-10-3130 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanA Look Behind the Scenes at EPI with Scott Snider, President of the Exit Planning Institute (Ep. 23)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 the Exit Planning Institute, on his entrepreneurial journey, starting from his first business shining shoes for his father as a child. They discuss the value acceleration methodology developed by his father and how it helps business owners successfully exit their companies.  ...
2023-10-1727 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanTurning a Business into a Sellable Asset with Scott Duke, Founder of OpnRoad (Ep. 22)When looking to exit a business, selling it can be a great option for some entrepreneurs. But how can you ensure your business is sellable? Is there an emotional aspect to selling your business? In this episode, Mark Dorman speaks with Scott Duke, founder of OpnRoad, on his experience in building many businesses and selling them, discussing the challenges he faced and the lessons he learned along the way. Scott discusses:  The process of building his property management company, Revelstoke, and the challenges he faced Importance of implementing systems, processes, and open book management t...
2023-10-0331 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanExiting from a Professional Services Business with David Shealy, CPA, CGMA (Ep. 21)When you think about exiting a business, you are planning for more than passing on a title and money. You need to consider the physical assets and your own personal goals as well. In this episode, Mark Dorman is joined by David Shealy, managing principal of HW&Co., Mansfield OH, in discussing the challenges and importance of succession planning in the agribusiness industry, as well as the unique farming communities in small towns. They explore the importance of thinking like a buyer and finding the right fit when preparing for a business transition.  David discusses: ...
2023-09-1932 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanA Journey of Acquiring, Growing, and Exiting a Business with Craig Kohrs, Founding Partner of Velocity Capital Partners (Ep. 20)Business owners are experts at running businesses. They aren’t experts at selling them and they most definitely aren’t experts at sourcing people who would want to buy the business. In this episode, Mark Dorman interviews Craig Kohrs, one of the founding partners of Velocity Capital Partners. Craig shares his experience of selling his previous business, and how he and his business partner Ryan Mifsud are now involved in a mission-driven venture called “We are the Ripple”. He shares the importance of having a great team, trusting them to run the business, and giving them the tools to...
2023-09-0528 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanRevolutionizing Financial Modeling for Business Owners with Edmond Walters, CEO of VillanovaTech & Founder of E-Money (Ep. 19)It can be nerve-racking to leave a company you built, sell it off and start something new, but the experiences you gained from past careers can help you along your entrepreneurial journey. In this episode, Mark Dorman speaks with Edmond Walters, Founder and CEO of VillanovaTech, LLC, about his journey as an entrepreneur. From building eMoney Advisors to the sale of that company and building another new venture, Edmond shares the different experiences he leveraged when starting a new business and the ups and downs of being an entrepreneur. Edmond discusses:  His transition from b...
2023-08-2234 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanMore Than Just A Carpenter – Building A Great Family Business with Nate Sublett, President/Owner of Benchmark Craftsmen, Inc. (Ep. 18)Ever wonder how an entrepreneur can lead a company to growth, dodge the curveballs of a pandemic, and still find time to venture into boat manufacturing? In this episode, Mark Dorman interviews Nate Sublett, the innovative President and Owner of Benchmark Craftsmen, diving into the complexities of successful business transitions and creative reinvention. Drawing from Nate’s first-hand experiences, they explore the journey of business succession and creating a legacy for future generations. Mark and Nate discuss: The successful transition of ownership at Cyclonics from Nate’s father to Nate and his partner The rema...
2023-08-0831 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanFrom Leading a Company to Mentoring Others with Brian Gale (Ep. 17)Reading about exit planning can only take you so far. How has your business grown in the past few years? How will your exit impact future growth? What should you look for in an advisor? Learning from someone who has experienced exit planning firsthand can grant new insight into opportunities in the future. In this episode, Mark Dorman speaks with Brian Gale, a business consultant and investor, on his experience as an entrepreneur and his transition out of the business. Brian provides insight into the exit planning process, from the transition to a new career...
2023-07-2532 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanWhat’s the Value of Your Business? with Michael Carter, Founder and CEO of BizEquity (Ep. 16)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, Mark Dorman speaks with Michael Carter, CEO of BizEquity, on his experience and growth as an entrepreneur and business owner. Michael shares the lessons he has learned in building a financially successful business with growth opportunities for the future. Michael discusses:  His journey to becoming one of the top 100 financial technology leaders globally How businesses can focus on c...
2023-07-1132 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanLeveraging ESOPs in Exit Planning with Kelly O. Finnell, CEO of Executive Financial Services (Ep. 15)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. That’s why learning from someone who knows is the best option. In this episode, Mark Dorman speaks with Kelly O. Finnell, J.D., CLU, AIF®, CEO and President of Executive Financial Services, on ESOPs, their role in business planning and how banks are incorporating ESOP financing in their services. Kelly shares his rich 40 years of knowledge on ESOPs and the strategies business owners can leverage in their ownership succession pla...
2023-06-2731 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanEmpowering Business Owners for Success with Bob Hothem, President of The Alternative Board – Miami Valley, Ohio (Ep. 14)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 TAB Miami Valley, on how his company works with business owners to create guidance and accountability through personalized coaching plans and learning from experienced business leaders. Bob discusses:  What value does TAB bring to business owners Examples of how business coaching works to provide knowledge and experience How peer-to-peer boards offer multiple viewpoints on individual struggles How to connect with T...
2023-06-1331 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanHow to Structure the Exit From Your Business From a Legal Perspective with J. Douglas Drushal, Esq, Critchfield, Critchfield & Johnston (Ep. 13)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 the company? In this episode, Mark Dorman is joined by J. Douglas Drushal, partner at Critchfield, Critchfield & Johnston, to share his decades of experience counseling businesses through their exit strategies and what he has learned along the way. Doug explores:  How a team contributes to the success of an exit plan How business sale transactions are structured when e...
2023-05-3034 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanVisualizing Your Financial Possibilities with Adam Holt, CEO of Asset-Map (Ep. 12)Business owners can be seen as knowing everything about finance because their businesses succeed. But that isn’t often the case.  In this episode, Mark Dorman speaks with H. Adam Holt, founder and CEO of Asset-Map about simplifying financial explanations and discussions with business owners. Adam shares how helping business owners understand complex financial planning will increase the number of clients taking their first step toward their financial future. Adam discusses:  Why he started Asset-Map How visual and auditory learners can benefit from alternative financial explanations What the next generation of Asset-Map users will need...
2023-05-1633 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanTreating Your Business as an Asset with Chuck Richards, CEO of ValuCompass (Ep. 11)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 Richards, CEO of ValuCompass. He unpacks how their research tool analyzes your business, helps you treat it as an asset and connects your personal objectives and your business plan to achieve greater success in transferring your business. Chuck explores:  The two main reasons why businesses fail Examples of businesses that might not be transferable  How thinking of the business as an asset in...
2023-05-0229 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanTilling the Soil for Growth with Jerry Schill, CEO of Schill Grounds Management (Ep. 10)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, CEO of Schill Grounds Management, to talk about his journey as an entrepreneur. Jerry shares his experience in building a business, how the business has grown, and what he looks forward to for the future of Schill Grounds Management. Jerry discusses:  Why he started a landscaping business and how that business changed over the years The importance of arranging y...
2023-04-1832 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanMasters Special! Planning for the “Back 9” of Your Business with Rodney Davis, Owner of River Greens South G.C. (Ep. 9)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 episode, Mark Dorman speaks with Rodney Davis, from River Greens Golf Course, on his experience as a golf course owner, all the planning that goes behind the scenes and his journey to building an exit plan before he planned his retirement. Rodney discusses:  How he became the owner of River Greens Golf Course in Avon Park W...
2023-04-0431 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanIs an ESOP the Correct Exit Strategy for Your Business? With Kevin Vonderau and Dan Bender (Ep. 8)Employee stock opportunity plans aren’t 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, Executive Vice President and Chief Lending Officer of Westfield Bank, and Dan Bender, Senior Vice President at Westfield Bank, in discussing the role of ESOPs in business planning both for business owners looking to exit their business and their employee’s retirement plans. Kevin and Dan discuss:  What ESOP stands for and how it fits within business planning How ESOPs work for emplo...
2023-03-2134 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanTrapped in the Family Business with Dr. Michael Klein (Ep. 7)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 speaks with Dr. Michael Klein, President of MK Insights and author of Trapped in the Family Business, on how multigenerational businesses trap family members with the expectation of joining the family business. Dr. Michael unpacks:  How do family members become trapped in the family business What influence family members have on the next generation’s career path Why prev...
2023-03-0732 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanYour Journey through “No Man’s Land” with Doug Tatum, Chairman & CEO of Newport, LLC (Ep. 6)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 Man’s Land. In this episode, Mark Dorman speaks with Doug Tatum, Chairman of Newport LLC and the author of No Man’s Land: Where Growing Companies Fail. Doug explains how the book came to be from his personal experiences leading a firm and how it helps small business owners looking to grow their businesses. Doug discusses:  What is No Man’s Land and how he discovered it Why entrepr...
2023-02-2132 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanThe Stages, Elements & Factors of a ‘Successful Exit’ with Bo Burlingham (Ep. 5)You should run a business as if it’s going to last forever, but you could sell it tomorrow if you had to. In this episode, Mark Dorman is joined once more by Bo Burlingham, contributing writer for Forbes and the renowned author of Finish Big: How Great Entrepreneurs Exit Their Companies On Top, diving into the different stages of exit planning and the strategies behind building a successful exit strategy. Bo discusses:  How the idea of an exit planning book came to be and why Bo wanted to write it The four stages of...
2023-02-0728 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanThe Journey To Finish Big with Bo Burlingham (Ep. 4)The journey towards a successful exit plan is long, with many roads to navigate. Learning from several experiences of others can grant us a push in the right direction. In this episode, Mark Dorman interviews Bo Burlingham, contributing writer for Forbes and the renowned author of Finish Big: How Great Entrepreneurs Exit Their Companies On Top, on his journey from starting his career as a freelance journalist with limited financial knowledge to a profound author who has interviewed thousands of business owners on their exit strategies.  Bo discusses:  His career timeline and how he be...
2023-01-2436 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanThe Process of Building Successful Exit Strategies (Ep. 3)Most entrepreneurs spend years of time and money building their businesses. What would happen to those businesses after they leave?  In this episode, Mark Dorman dives into the process at Legacy Business Advisors. He explains how he started this business inspired by Bo Burlingham’s book, Finish Big: How Great Entrepreneurs Exit Their Companies. Additionally, Mark shares Bo’s comments on how the process at Legacy Business Advisors is the “best in class.” Mark discusses:  The history of Legacy Business Advisors and the team that makes the exit planning process smooth for clients The five steps...
2023-01-1027 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanBuilding Retirement Income From Exit Planning (Ep. 2)There are over 20 million business owners in America. Over 10 million of these business owners will retire in the next few years. The Graying of America or The Silver Tsunami will affect our businesses soon. What type of exit planning strategies should the business owners be preparing today? In this episode, Mark Dorman shares some of the pitfalls business owners must avoid when creating an exit strategy and vital elements to turning their business into a future income stream during retirement. Mark discusses:  The four stages of the Exit Phase The elements of a “Good Exi...
2023-01-1029 minFinish Big 2.0 w/ Mark Dorman
Finish Big 2.0 w/ Mark DormanIntroducing Mark Dorman And Finish Big – The Podcast (Ep. 1)Entrepreneurs spend a lot of time and money building their businesses to success. But when it comes time to transition out, having a plan in place that allows them to do it successfully, while rewarding the ones that helped them along the way and monetizing their life’s work, can take time and effort. The goal of Finish Big – The Podcast is to offer guidance as you plan for a successful exit from your business. In this inaugural episode, Mark Dorman introduces key ideas on exit planning, succession planning and transitioning out of businesses based on p...
2023-01-1026 min