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)

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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)

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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)

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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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Exiting from a Professional Services Business with David Shealy, CPA, CGMA (Ep. 21)

Exiting from a Professional Services Business with David Shealy, CPA, CGMA (Ep. 21)

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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 …

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A Journey of Acquiring, Growing, and Exiting a Business with Craig Kohrs, Founding Partner of Velocity Capital Partners (Ep. 20)

A Journey of Acquiring, Growing, and Exiting a Business with Craig Kohrs, Founding Partner of Velocity Capital Partners (Ep. 20)

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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, …

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Revolutionizing Financial Modeling for Business Owners with Edmond Walters, CEO of VillanovaTech & Founder of E-Money (Ep. 19)

Revolutionizing Financial Modeling for Business Owners with Edmond Walters, CEO of VillanovaTech & Founder of E-Money (Ep. 19)

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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 …

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More Than Just A Carpenter – Building A Great Family Business with Nate Sublett, President/Owner of Benchmark Craftsmen, Inc. (Ep. 18)

More Than Just A Carpenter – Building A Great Family Business with Nate Sublett, President/Owner of Benchmark Craftsmen, Inc. (Ep. 18)

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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 …

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From Leading a Company to Mentoring Others with Brian Gale (Ep. 17)

From Leading a Company to Mentoring Others with Brian Gale (Ep. 17)

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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 …

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What’s the Value of Your Business? with Michael Carter, Founder and CEO of BizEquity (Ep. 16)

What’s the Value of Your Business? with Michael Carter, Founder and CEO of BizEquity (Ep. 16)

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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 …

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Leveraging ESOPs in Exit Planning with Kelly O. Finnell, CEO of Executive Financial Services (Ep. 15)

Leveraging ESOPs in Exit Planning with Kelly O. Finnell, CEO of Executive Financial Services (Ep. 15)

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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 …

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