by Legacy Business Advisors | Jul 25, 2023 | Finish Big Podcast
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...
by Legacy Business Advisors | Jun 9, 2023 | Finish Big Podcast
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...
by Legacy Business Advisors | May 29, 2023 | Finish Big Podcast
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...
by Legacy Business Advisors | Mar 23, 2023 | Legacy Spotlight
Tanya DiSalvo is president of the company started by her grandfather in 1953. Criterion Tool & Die is a precision manufacturing company for the “no failure” industries specializing in Medical Devices, Aerospace, Defense and Photonics. The parts they make are...
by Legacy Business Advisors | Mar 22, 2023 | Mark Dorman, President
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,...
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