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“Owning a business is pretty lonely – but it doesn’t have to be. There are people out there like Mark and Legacy Business Advisors. My advice is to reach out, don’t do things like this on your own. Yes, it will cost you, but it will cost you more to not have a plan. You don’t have the time not to do it. I owe it to myself, my family, my customers, my employees, and all our stakeholders.”
– Scott Monaghan, President, Monaghan Tooling Group
“Mark Dorman and his team have created the best model I’ve seen for providing business owners with the advice and support they need to develop a sound transition plan and maximize their chances of winding up happy, at peace, and financially secure at the end of the process.”
– Bo Burlingham, author of Finish Big: How Great Entrepreneurs Exit Their Companies on Top
“At a small business, if something happens to the owner or a key person, things can start to unravel quickly. We didn’t have a good plan until we received guidance from Mark and Aaron.
We now have a business continuity plan that shows our employees we’re investing for the long run and everyone’s job is safe.”
– Larry Johns, President, McJak Candy Company, Medina, Ohio
Learn More
Legacy Advisors Blog
Old Dogs Can Learn New Tricks to Grow Their Business
March 22, 2023 | Mark Dorman, AIF, CLU, ChFC, CEPA, CFBS, President I’ve often wondered how much baby boomer business owners know about using digital media. It turns out many of us don’t know how to (or choose not to) leverage tools like LinkedIn, Facebook,...
Succession Planning “Down Under” Style: The Capitaliz Platform
October 27, 2022 | Mark Dorman, AIF, CLU, ChFC, CEPA, CFBS, President I recently had one of those “lightbulb moments” when you realize something big. It happened when I met Craig West, the founder and chairman of Capitaliz, an Australia-based digital platform...
Transform your employees into growth partners. Build a high-performance culture with a strategic incentive plan.
July 20, 2022 | Mark Dorman, AIF, CLU, ChFC, CEPA, CFBS, President As a small business owner, you face serious post-pandemic workforce challenges – including the Great Resignation, that ongoing phenomenon where employees have been leaving their jobs in...
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Legacy Business Advisors
Office: 330-350-5419
Fax: 330-722-3115
1093 Medina Road, STE 201
Medina, OH 44256