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 …

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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 …

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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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