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

From 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 …

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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)

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)

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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Empowering Business Owners for Success with Bob Hothem, President of The Alternative Board – Miami Valley, Ohio (Ep. 14)

Empowering 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 …

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How to Structure the Exit From Your Business From a Legal Perspective with J. Douglas Drushal, Esq, Critchfield, Critchfield & Johnston (Ep. 13)

How 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, …

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Visualizing Your Financial Possibilities with Adam Holt, CEO of Asset-Map (Ep. 12)

Visualizing 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 …

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Treating Your Business as an Asset with Chuck Richards, CEO of ValuCompass (Ep. 11)

Treating 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 …

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Tilling the Soil for Growth with Jerry Schill, CEO of Schill Grounds Management (Ep. 10)

Tilling 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 …

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Masters Special! Planning for the “Back 9” of Your Business with Rodney Davis, Owner of River Greens South G.C. (Ep. 9)

Masters 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 …

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Is an ESOP the Correct Exit Strategy for Your Business? With Kevin Vonderau and Dan Bender (Ep. 8)

Is 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 …

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