Legacy Blog
Legacy Spotlight: Tanya DiSalvo, President, Criterion Tool & Die, Inc.
Tanya DiSalvo is president of the company started by her grandfather in 1953. Criterion Tool &...
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...
Legacy Spotlight: Craig Addington, CEO/Principal, Thomas Associates, Inc.
Craig Addington is CEO at the country’s oldest association management company, Thomas Associates,...
Succession Planning “Down Under” Style: The Capitaliz Platform
October 27, 2022 | Mark Dorman, AIF, CLU, ChFC, CEPA, CFBS, President I recently had one of...
Legacy Spotlight: Mike Smith, Founder and President, Alexis Exhibits, Inc.
Mike Smith has been in the exhibits business for 45 years, having worked for four different...
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...
Am I Too Young to Think About Exit Planning?
March 24, 2022 | Mark Dorman, AIF, CLU, ChFC, CEPA, CFBS, President We all think we’re...
Legacy Spotlight: Scott Monaghan, President
Monaghan Tooling Group
Scott Monaghan’s father started a specialty metalworking tool manufacturing company in Dayton in...
Unleash the Power of AI to Identify Your Value Drivers
CoreValue® provides strategic info to grow your business December 12, 2021 | Mark Dorman, AIF,...
Legacy Spotlight: John Dannemiller, President, C.J. Dannemiller Co.
John Dannemiller is the fourth generation in his family to operate the wholesale nuts and popcorn supplies business started in 1935 by his great-grandfather, Clarence J. Dannemiller. Located west of Akron in Norton, Ohio, the C.J. Dannemiller Co. manufactures nuts and popcorn and employs 28 people.
Key Employee Compensation Planning:
5 Mistakes Made by Most Private Companies
September 27, 2021 | Mark Dorman, AIF, CLU, ChFC, CEPA, CFBS, President Top-performing key...
Do You Know the Value of Your Business?
(98% of business owners don’t)
May 27, 2021 | Mark Dorman, AIF, CLU, ChFC, CEPA, CFBS, President If you’re like most...
Crisis or Opportunity – What Will You Do with Your Business in 2021?
February 26, 2021 | Mark Dorman, AIF, CLU, ChFC, CEPA, CFBS, President Change hit us all in...
TAB Spotlight: Dave Shealy, CPA, CGMA – Founder & Principal, The Shealy Group
The Shealy Group is a CPA and consulting firm in Mansfield, Ohio. Dave Shealy founded the business...
Are You Prepared for the Next “Black Swan” Event?
May 28, 2020 | Mark Dorman, AIF, CLU, ChFC, CEPA, CFBS, President We are living in historic...
TAB Spotlight: Jessica Heid, Ameri-Cal Corp.
Ameri-Cal Corporation is a family-owned business of 15 employees located in Medina, Ohio. The...
Protect Your Business (and more) with a Business Continuity Plan
When your business is looking good – you may not be thinking about an exit or transition plan. I...
Get Smart: How to Reward & Retain Key Employees
Mark Dorman – President, Legacy Business Advisors I often meet business owners afraid of losing...
TAB Spotlight: Larry Johns, McJak Candy Co.
McJak Candy was founded in 1982 in the kitchens of two local women, Karen McCurdy and Sue Lonjak. As demand for their homemade candy grew, they expanded and built a factory. In 2000, they sold the business to Larry and Francine Johns, who promised to continue the principles the company was built on.
Understanding the Value of Key Employees
Over the years, I’ve seen hundreds of small businesses hit a glass ceiling — because owners are so involved in day-to-day operations, they can’t scale the business into something larger. They don’t trust their own people to be key players… The greatest value in your business lies in what key people bring to the table. Maybe it’s their leadership, customer relationships, or knack for developing new business. So just imagine the devastating impact on your business if any of your key people were to leave just before you exit the business!
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Legacy Business Advisors
Office: 330-350-5419
Fax: 330-722-3115
1093 Medina Road, STE 201
Medina, OH 44256
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