by Legacy Business Advisors | May 15, 2023 | Finish Big Podcast, Uncategorized
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...
by Legacy Business Advisors | May 1, 2023 | Finish Big Podcast
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...
by Legacy Business Advisors | Apr 18, 2023 | Finish Big Podcast
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...
by Legacy Business Advisors | Apr 4, 2023 | Finish Big Podcast
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...
by Legacy Business Advisors | Mar 21, 2023 | Finish Big Podcast
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...
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