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 …
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 …
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, …
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 …
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 …
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 …
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 …
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 …
Joining the family business can be an easy way to start a career. But is it the career you want? And how can you explore new opportunities within the singular business? In this episode, Mark Dorman speaks with Dr. Michael Klein, President of MK Insights and author of Trapped in the Family Business, on how …
While growing, businesses reach a point where they are too big to be small but too small to be big. This place is called No Man’s Land. In this episode, Mark Dorman speaks with Doug Tatum, Chairman of Newport LLC and the author of No Man’s Land: Where Growing Companies Fail. Doug explains how the …