What’s the Value of Your Business? with Michael Carter, Founder and CEO of BizEquity Ep. 16 - S1
Release Date: 08/14/2025
More Than Just A Carpenter – Building A Great Family Business with Nate Sublett, President/Owner of Benchmark Craftsmen, Inc. Ep. 18 - S1
Finish Big 1.0 w/ Mark Dorman
Ever wonder how an entrepreneur can lead a company to growth, dodge the curveballs of a pandemic, and still find time to venture into boat manufacturing? In this episode, Mark Dorman interviews Nate Sublett, the innovative President and Owner of Benchmark Craftsmen, diving into the complexities of successful business transitions and creative reinvention. Drawing from Nate’s first-hand experiences, they explore the journey of business succession and creating a legacy for future generations. Mark and Nate discuss: The successful transition of ownership at Cyclonics from Nate’s father to...
info_outline
From Leading a Company to Mentoring Others with Brian Gale Ep. 17 - S1
Finish Big 1.0 w/ Mark Dorman
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 insight into opportunities in the future. In this episode, Mark Dorman speaks with Brian Gale, a business consultant and investor, on his experience as an entrepreneur and his transition out of the business. Brian provides insight into the exit planning process, from the transition to a new career to the business considerations...
info_outline
What’s the Value of Your Business? with Michael Carter, Founder and CEO of BizEquity Ep. 16 - S1
Finish Big 1.0 w/ Mark Dorman
No matter how successful a business owner is, almost all stumble on the question of the value of their business. How do you determine that number? And how can you increase that number? In this episode, Mark Dorman speaks with Michael Carter, CEO of BizEquity, on his experience and growth as an entrepreneur and business owner. Michael shares the lessons he has learned in building a financially successful business with growth opportunities for the future. Michael discusses: His journey to becoming one of the top 100 financial technology leaders globally How businesses can focus on...
info_outline
Leveraging ESOPs in Exit Planning with Kelly O. Finnell, CEO of Executive Financial Services Ep. 15 - S1
Finish Big 1.0 w/ Mark Dorman
No financial advisor understands every strategy and tool to build a perfect business plan. With the niche area of ESOP, even fewer know to use it effectively. That’s why learning from someone who knows is the best option. In this episode, Mark Dorman speaks with Kelly O. Finnell, J.D., CLU, AIF®, CEO and President of Executive Financial Services, on ESOPs, their role in business planning and how banks are incorporating ESOP financing in their services. Kelly shares his rich 40 years of knowledge on ESOPs and the strategies business owners can leverage in their ownership succession planning....
info_outline
Empowering Business Owners for Success with Bob Hothem, President of The Alternative Board – Miami Valley, Ohio Ep. 14 - S1
Finish Big 1.0 w/ Mark Dorman
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 owners to create guidance and accountability through personalized coaching plans and learning from experienced business leaders. Bob discusses: What value does TAB bring to business owners Examples of how business coaching works to provide knowledge and experience How peer-to-peer boards offer multiple viewpoints on individual...
info_outline
How to Structure the Exit From Your Business From a Legal Perspective with J. Douglas Drushal, Esq, Critchfield, Critchfield & Johnston Ep. 13 - S1
Finish Big 1.0 w/ Mark Dorman
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 Drushal, partner at Critchfield, Critchfield & Johnston, to share his decades of experience counseling businesses through their exit strategies and what he has learned along the way. Doug explores: How a team contributes to the success of an exit plan How business sale transactions are structured when exiting a business...
info_outline
Visualizing Your Financial Possibilities with Adam Holt, CEO of Asset-Map Ep. 12 - S1
Finish Big 1.0 w/ Mark Dorman
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 discussions with business owners. Adam shares how helping business owners understand complex financial planning will increase the number of clients taking their first step toward their financial future. Adam discusses: Why he started Asset-Map How visual and auditory learners can benefit from alternative financial...
info_outline
Treating Your Business as an Asset with Chuck Richards, CEO of ValuCompass Ep. 11 - S1
Finish Big 1.0 w/ Mark Dorman
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 your business, helps you treat it as an asset and connects your personal objectives and your business plan to achieve greater success in transferring your business. Chuck explores: The two main reasons why businesses fail Examples of businesses that might not be transferable How thinking of the business as an asset...
info_outline
Tilling the Soil for Growth with Jerry Schill, CEO of Schill Grounds Management Ep. 10 - S1
Finish Big 1.0 w/ Mark Dorman
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 entrepreneur. Jerry shares his experience in building a business, how the business has grown, and what he looks forward to for the future of Schill Grounds Management. Jerry discusses: Why he started a landscaping business and how that business changed over the years The importance of arranging your affairs well in advance of...
info_outline
Masters Special! Planning for the “Back 9” of Your Business with Rodney Davis, Owner of River Greens South G.C. Ep. 9 - S1
Finish Big 1.0 w/ Mark Dorman
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 Golf Course, on his experience as a golf course owner, all the planning that goes behind the scenes and his journey to building an exit plan before he planned his retirement. Rodney discusses: How he became the owner of River Greens Golf Course in Avon Park When and why he started building his exit plan The business planning...
info_outlineNo matter how successful a business owner is, almost all stumble on the question of the value of their business. How do you determine that number? And how can you increase that number?
In this episode, Mark Dorman speaks with Michael Carter, CEO of BizEquity, on his experience and growth as an entrepreneur and business owner. Michael shares the lessons he has learned in building a financially successful business with growth opportunities for the future.
Michael discusses:
- His journey to becoming one of the top 100 financial technology leaders globally
- How businesses can focus on creating value in the market as a business
- The different types of evaluation strategies to determine a businesses value
- His advice for budding entrepreneurs looking to create and grow their businesses
- And more
Resources:
Connect with Michael Carter:
Connect with Mark Dorman:
- LinkedIn: Mark Dorman
- Succession.plus/us/
- Call: (330) 350-5410
- Email Mark: [email protected]
- LinkedIn: Succession Plus US
- Facebook: Succession Plus US
About our Guest:
After years working for legendary tech investor Pete Musser, Mike founded and is CEO of BizEquity. Mike has over 15 years in enterprise software and technology services and has founded three software companies. Mike was the CMO of a publicly traded billion-dollar Internet company and has been called one of the top 100 people globally in fintech.