Economic Tightropes: Inflation, Tax Cuts, and Government Efficiency with Robert Brant Hammer (EP 5) S2
Release Date: 03/11/2025
Finish Big 2.0 w/ Mark Dorman
In this episode of the Finish Big Podcast, host Mark Dorman welcomes back Corey Rosen, founder of the National Center for Employee Ownership (NCEO), for Part 2 of their conversation on alternative ownership structures—specifically, the Employee Ownership Trust (EOT). Following their earlier discussion on Employee Stock Ownership Plans (ESOPs), Mark and Corey explore how EOTs differ, their origins, and why some business owners may choose them over ESOPs. They cover the practical, cultural, and philosophical factors driving this emerging succession strategy in the U.S. Mark and Corey discuss: ...
info_outlineFinish Big 2.0 w/ Mark Dorman
In this episode of Finish Big the Podcast, Host Mark Dorman is joined by Corey Rosen, founder of the National Center for Employee Ownership (NCEO) and one of the world’s leading experts on employee ownership. Corey shares his decades-long journey—from drafting the original ESOP legislation on Capitol Hill to helping thousands of business owners implement employee stock ownership plans. He and Mark explore the massive impact ESOPs can have on succession, company culture, employee wealth, and long-term legacy. Mark and Corey discuss: From Policy to Practice: How Corey transitioned from...
info_outlineFinish Big 2.0 w/ Mark Dorman
In this episode of the Finish Big Podcast, Host Mark Dorman is joined by Sigi Loya—an entrepreneur with a remarkably diverse background spanning corporate America, real estate finance, healthcare entrepreneurship, and business coaching. Sigi Loya shares his evolution from a corporate employee benefits expert to founding multiple businesses, including a holistic medical practice and TAB Pittsburgh, a peer-to-peer advisory board franchise. He also discusses launching Affordable Business Valuations with his son to empower business owners with accurate and actionable insights into their...
info_outlineFinish Big 2.0 w/ Mark Dorman
In this episode of the Finish Big Podcast, host Mark Dorman sits down with Brian Zawada—a seasoned business continuity and operational resilience expert, entrepreneur, author, and now boutique winemaker. Brian shares his incredible journey from serving as an intelligence officer in the U.S. Air Force to co-founding Evolution Consulting, scaling the business, and navigating a successful private equity-backed exit. Today, he’s living a new chapter as the co-founder of Violet Vines, crafting exceptional Oregon wines. This episode is packed with insights on risk management, leadership,...
info_outlineFinish Big 2.0 w/ Mark Dorman
In this episode of the Finish Big Podcast, Host Mark Dorman interviews Renee Russo, a dynamic CEO, coach, exit planner, and speaker from Melbourne, Australia, now based in Vancouver, Canada. Rene shares her journey from corporate accounting at KPMG to becoming a sought-after business coach and exit planner. She dives into how her personal challenges and professional pivots led her to develop an innovative approach to business freedom and growth. Renee's story highlights resilience, transformation, and the power of leveraging proven processes to turn chaos into clarity. She is passionate about...
info_outlineFinish Big 2.0 w/ Mark Dorman
In this episode of the Finish Big Podcast, Mark Dorman interviews Fred DiSanto, Chairman and CEO of Ancora Investments. Fred shares his inspiring journey from playing college sports to building a $10 billion investment firm. He discusses pivotal career moments, including his transition from institutional sales to founding Ancora, the challenges of scaling the business, and the strategies that have driven its success. Fred emphasises the importance of strong relationships, assembling top-tier talent, and offering innovative solutions like activism and alternative investments to...
info_outlineFinish Big 2.0 w/ Mark Dorman
In this episode of Finish Big, Mark Dorman engages with Brant Hammer, a finance professor and investment expert, to discuss the pressing economic challenges of inflation and their impact on businesses. They dive into Biden’s economic policies, Trump’s potential strategies for growth, and actionable insights for entrepreneurs to build strong succession plans. This conversation is packed with valuable takeaways for business leaders navigating a rapidly evolving economy. Mark and Robert discuss: WVU’s Student Managed Investment Fund gives students real world investment experience....
info_outlineFinish Big 2.0 w/ Mark Dorman
What are some of the most common pitfalls family business owners face when planning for "The Four D’s," and how can they proactively address them? In this episode of the Finish Big Podcast, Mark Dorman sits down with James Aussem, a distinguished attorney specialising in succession planning, mergers, and acquisitions. Together, they explore the challenges of planning for “The Four D’s”—Death, Disability, Departure, and Discord—and share actionable strategies for family businesses to navigate transitions successfully. James discusses his journey from a tax attorney at Ernst &...
info_outlineFinish Big 2.0 w/ Mark Dorman
Why do some family businesses thrive for generations while others struggle with succession and longevity? In this episode of the Finish Big Podcast, Mark Dorman hosts Carol Butler, President of the Garing Center for Family and Private Business at the University of Cincinnati, North America’s largest university-based family business center. Together, they discuss how the Garing Center supports family-owned businesses with resources that drive growth, resilience, and community. Carol shares her journey from a Fortune 500 executive to a key player in family business support, emphasizing...
info_outlineFinish Big 2.0 w/ Mark Dorman
Are you a business owner considering an Employee Stock Ownership Plan (ESOP) or exploring succession strategies? In this episode of the Finish Big Podcast, Mark Dorman delves into ESOP financing, discussing how bank and seller financing typically work together, and the potential advantages of mezzanine loans. Gain insights into tax implications, the role of ESOP trustees, and how these plans can benefit both the business and the community. This week’s guest, Kelly Finnell, President of Executive Financial Services Inc., offers his expertise on ESOPs. He covers essential topics such as the...
info_outlineIn this episode of Finish Big, Mark Dorman engages with Brant Hammer, a finance professor and investment expert, to discuss the pressing economic challenges of inflation and their impact on businesses.
They dive into Biden’s economic policies, Trump’s potential strategies for growth, and actionable insights for entrepreneurs to build strong succession plans. This conversation is packed with valuable takeaways for business leaders navigating a rapidly evolving economy.
Mark and Robert discuss:
- WVU’s Student Managed Investment Fund gives students real world investment experience.
- Inflation during Biden’s term was fuelled by fiscal deficits and supply chain disruptions.
- Small businesses suffered in a “K-shaped” recovery, widening economic gaps.
- Trump’s energy policies could lower oil prices and reduce inflation risks.
- Tariffs can be a strategic tool to negotiate fairer trade agreements.
- Extending the 2017 tax cuts would stabilise markets but must be balanced with spending cuts.
- Pro-energy policies could lower production costs and benefit consumers.
Connect with Mark Dorman:
- Succession Plus US
- LinkedIn: Mark Dorman
- LinkedIn: Succession Plus
- Facebook: Succession Plus
- (330)-416-9271
- [email protected]
Connect with Robert: LinkedIn
About Our Guest:
Robert Hammer is a finance professor at WVU and advisor to the Student Managed Investment Fund, where he mentors students managing a $650,000+ portfolio. With extensive experience in banking and academia, Robert also authors Capital Notes, a newsletter focusing on investments and macroeconomics.