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 …

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Exiting a Family Business with Mike Swiatkowski (Ep. 30)

Exiting 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 …

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The Evolution of Investment Banking in M&A Strategies with Paul Carleton (Ep. 29)

The 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 …

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Addressing Emotions When Exiting Business with Jerome Myers (Ep. 28)

Addressing 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 …

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Tanya DiSalvo’s Journey in Manufacturing and Leadership (Ep. 27)

Tanya 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 …

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How to Exit Like a Boss with Dr. Craig West, Founder of Succession Plus (Ep. 26)

How 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 …

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Maximizing the Value of Your Business in the Lower Middle Market with Diane Thomas, President of Premier Sales (Ep. 25)

Maximizing 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 …

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How Rising Interest Rates Impact Business Valuations with Robert “Brant” Hammer, Assistant Professor at West Virginia University (Ep. 24)

How 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, …

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A Look Behind the Scenes at EPI with Scott Snider, President of the Exit Planning Institute (Ep. 23)

A 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 …

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Turning a Business into a Sellable Asset with Scott Duke, Founder of OpnRoad (Ep. 22)

Turning 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 …

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