Month: May 2024
From Growing Pains to Profit With Ron Nagy (Ep. 38)

From Growing Pains to Profit With Ron Nagy (Ep. 38)

By |

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 expansion phase 
  • Market shifts and exit planning
  • Post-exit ventures
  • And more!

Resources:

Connect with Mark Dorman: 

Connect with Ron Nagy:

About Our Guest: 

Ron Nagy is a second-generation business owner. Ron served as the President of Nagy’s Collision Center before selling the business to Caliber Collision in 2019. Ron grew up in Doylestown, Ohio. He graduated from Chippewa High School in the Automotive Management Institute and has since won numerous chamber awards and industry awards. He has sat on many nonprofit boards and an industry advisory board. Ron is an active member in his church and in his spare time, helps his wife at their horse farm.

Podcast: Play in new window | Download | Embed

Subscribe: RSS
Navigating the Emotional and Practical Aspects of Business Transitions With Joe Scheid (Ep. 37)

Navigating the Emotional and Practical Aspects of Business Transitions With Joe Scheid (Ep. 37)

By |

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 owners, you will gain valuable insights and actionable strategies for preparing for business transitions.

Joe Scheid discusses: 

  • His journey to the private and family business owner marketplace
  • The Exit Planning Institute (EPI)
  • Challenges of financial planning during business transitions
  • How the Capitaliz software aids financial planning
  • And more

Resources:

Connect with Mark Dorman: 

Connect with Joe Scheid:

About our Guest: 

Joe Scheid, AIF®, CEPA®, CFBS®, CLTC® has transformed the lives of clients for nearly 28 years. With a unique and down-to-earth approach to financial planning, he empowers individuals and families to make sound decisions. Joe excels in guiding small and mid-sized business owners towards measurable and attainable financial objectives. Recognized for his capabilities as a financial advisor and small business resource, he prioritizes principles of character, integrity, excellence, and service.

Joe Scheid is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC (www.sipc.org) 17550 N. Perimeter Dr. Suite 450, Scottsdale AZ 85255. (480) 538-2900. CRN201911-221364

Podcast: Play in new window | Download | Embed

Subscribe: RSS

Archives

Categories