Finish Big 2.0 w/ Mark Dorman
If you’re an entrepreneur – you know what it means to take personal and financial risks, create jobs that support your community, and devote most of your time to your business. But do you know how to plan for a successful exit from your business? Do you know who should be involved in creating your succession or transition plan – and the steps along the way? Welcome to Finish Big – The Podcast with Mark Dorman from Legacy Business Advisors. The podcast theme is inspired by critically acclaimed business Author Bo Burlingham, author of Finish Big: How Great Entrepreneurs Exit Their Companies on Top. In this podcast, you’ll hear success stories of exit plans done right – and pick up practical tips based on years of Legacy Business Advisors’ expertise and knowledge about the largest and most important financial transaction of your life.
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From Consulting to Crafting Wine: Life After Business Exit with Brian Zawada (EP 8) S2
05/27/2025
From Consulting to Crafting Wine: Life After Business Exit with Brian Zawada (EP 8) S2
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, entrepreneurship, and life after business ownership. Brian’s story is one of intentional decision-making, continuous learning, and the courage to reinvent yourself. Mark and Brian discuss: Military Precision in Business: Lessons from strategic intelligence and risk management. Bootstrapping to Success: Scaling Evolution Consulting without debt. Breaking Growth Barriers: How private equity and strategic partnerships fueled expansion. The Exit Journey: Challenges, lessons, and the importance of cultural fit with investors. Life After the Exit: Finding passion and purpose in winemaking at Violet Vines. Family, Freedom & Legacy: Balancing career ambitions with personal priorities. Connect with Mark Dorman: (330)-416-9271 [email protected] Connect with Brian Zawada: LinkedIn: Website: About the Guest: Brian Zawada is a resilience strategist, business advisor, and winemaker. With nearly 30 years of experience in business continuity and operational resilience, Brian has worked across industries including manufacturing, pharma, biotech, and consumer goods. He is the author of The Business Continuity Operating System and a recipient of the Lifetime Achievement Award from the Business Continuity Institute. Today, he channels his passion into Violet Vines, a boutique winery in Oregon, alongside his family.
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How to Leverage Exit Planning for Business and Personal Freedom with Renee Russo (EP 7) S2
04/15/2025
How to Leverage Exit Planning for Business and Personal Freedom with Renee Russo (EP 7) S2
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 helping business owners align their personal, financial, and business goals to build sustainable success and unlock wealth while maintaining personal freedom. Mark and Renee discuss: Chaos to Clarity: Implement systems to take control of your business. Mindset Matters: Shift to a value-focused approach for sustainable growth. Lead with Discipline: Build accountable, high-performing leadership teams. Plan for Freedom: Exit planning is about creating opportunities, not just endings. Life by Design: Align business and personal goals for lasting success. Resilience Wins: Turn setbacks into opportunities for growth. Peer Power: Leverage peer support for inspiration and professional growth. Connect with Mark Dorman: (330)-416-9271 [email protected] Connect with Renee Russo: Website: LinkedIn: About the Guest: Renee Russo is the CEO and Founder of Rise Up Business Coaching, a leader in helping business owners align their personal and professional goals to achieve freedom and long-term success. She is a certified EOS Implementer and Exit Planning Advisor who leverages her vast experience to deliver high-impact coaching, workshops, and keynotes.
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"Once Again”- building an Investment Advisory Business not once but twice and then “Paying it Forward” with Fred DiSanto (EP 6) S2
03/25/2025
"Once Again”- building an Investment Advisory Business not once but twice and then “Paying it Forward” with Fred DiSanto (EP 6) S2
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 differentiate in a competitive market. Fred also highlights his commitment to fostering a culture of ownership, sharing equity with nearly 40 employees during a significant liquidity event in 2021. He reflects on his philanthropic efforts, supporting institutions like Saint Ignatius High School and Case Western Reserve University, and his vision for Ancora's future—focusing on growth, client satisfaction, and community impact. This episode is a masterclass in leadership, succession planning, and building a lasting legacy. Mark and Fred discuss: Relationships Matter: Strong client and team relationships fuel growth. Stand Out: Differentiation through unique services drives success. Shared Ownership Wins: Employee equity fosters loyalty and growth. Community Impact: Supporting education and diversity builds a lasting legacy. Plan Ahead: Succession planning ensures stability and continued growth. Connect with Mark Dorman: (330)-416-9271 Connect with Fred DeSanto ● About the Guest: Fred DiSanto is the Chairman and CEO of Ancora Investments, a leading Midwest-based investment firm managing over $10 billion in assets. With decades of experience in finance, Fred has built a reputation for innovation, leadership, and fostering strong client relationships. A graduate of Case Western Reserve University, Fred is passionate about talent development, philanthropy, and driving growth through proprietary strategies like activism and alternative investments. His dedication to community and excellence has made him a respected figure in the financial industry.
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Economic Tightropes: Inflation, Tax Cuts, and Government Efficiency with Robert Brant Hammer (EP 5) S2
03/11/2025
Economic Tightropes: Inflation, Tax Cuts, and Government Efficiency with Robert Brant Hammer (EP 5) S2
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. 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: LinkedIn: LinkedIn: Facebook: (330)-416-9271 Connect with Robert: 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.
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The 4D's & 3 What's of Business Succession Planning (EP 4) S2
03/03/2025
The 4D's & 3 What's of Business Succession Planning (EP 4) S2
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 & Ernst to a career dedicated to helping entrepreneurs and family business owners. He provides insights into why closely held family businesses require unique planning approaches, touching on key considerations like ownership requirements, business sustainability, and equity among family members. Mark and James discuss: Death, Disability, Departure, and Discord – The essential planning considerations for business owners. The Three W’s for Family Businesses: What do current owners need? What can the business afford? What is fair for all stakeholders? Mistakes to Avoid in Succession Planning – How miscommunication and lack of planning can lead to failure. Baby Boomer Business Transitions – Advice for the wave of retiring entrepreneurs Connect with Mark Dorman: LinkedIn: LinkedIn: Facebook: (330)-416-9271 Connect with James Aussem: LinkedIn: About Our Guest: James Aussem is a seasoned attorney and shareholder at Cavitch, Farmelo, and Durkin Co., L.P., specialising in succession planning, mergers and acquisitions, and estate management. With over 40 years of experience, he’s a trusted advisor to family businesses, simplifying complex legal issues to deliver practical solutions. A Hall of Fame inductee by the National Association of Estate Planners & Councils, Jim is also recognised annually as one of The Best Lawyers in America. Known for his entrepreneurial mindset, Jim is dedicated to helping business owners plan for success and longevity.
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The Value of University-based Private & Family Business Centers (EP 3) S2
03/03/2025
The Value of University-based Private & Family Business Centers (EP 3) S2
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 the center’s mission to foster the success and sustainability of private and family-owned businesses through real-world insights, leadership programs, and roundtable discussions. Mark and Carol discuss: The Importance of Community for Family Businesses Roundtable Groups and Their Impact Educational Programs and Institutes Challenges in Family Business Transitions Affordable Resources for Small Businesses Connect with Mark Dorman: LinkedIn: LinkedIn: Facebook: (330)-416-9271 [email protected] Connect with Carol ButlerLinkedIn: About Our Guest: Carol Butler brings 30 years of corporate leadership experience and a passion for helping family businesses succeed. As President of the Garing Center, Carol is dedicated to providing educational support and resources that ensure the longevity and impact of family-owned businesses in the Cincinnati region and beyond.
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How Employee Stock Ownership Plans (ESOPs) Benefit Business Owners (EP 2) S2
02/07/2025
How Employee Stock Ownership Plans (ESOPs) Benefit Business Owners (EP 2) S2
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 process, timeline, and personal satisfaction involved in executing a successful business transition. Tune into this episode for a comprehensive guide to ESOPs and succession planning. Discover how to navigate these complex transactions and ensure your business’s legacy thrives. Don’t miss out—listen now! Mark and Kelly discuss: Combining bank and seller financing, and the use of mezzanine loans. Differences in taxation for current pay interest and warrants in seller debt. Ensuring fair market value and commercially reasonable terms in ESOP transactions. The typical changes in the business owner’s role, salary, and benefits. The steps and time required for feasibility analysis and transaction implementation. Connect with Mark Dorman: LinkedIn: LinkedIn: Facebook: (330)-416-9271 [email protected] Connect with Kelly Finnell: LinkedIn: About our guest: Kelly Finnell is a leading ESOP consultant and president of Executive Financial Services Inc. Based in Memphis, Tennessee, Kelly specializes in ownership succession planning and has authored “The ESOP Coach.” With extensive expertise in ESOP transactions, Kelly guides businesses through financing, taxation, and trustee responsibilities.
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Maximizing Business Value and LinkedIn Connections With John D. Hanson. (EP 1) S2
02/04/2025
Maximizing Business Value and LinkedIn Connections With John D. Hanson. (EP 1) S2
Are you a business owner looking to maximize the value of your enterprise and grow your client base? This episode of the Finish Big podcast offers actionable insights and practical advice to help you achieve your business goals. This week's guest, John D. Hanson, an award-winning author and expert in customer service, shares his journey from zero LinkedIn contacts to over 30,000. John discusses optimizing client relationships, leveraging LinkedIn for networking, and the power of video content. Learn about his strategies for maintaining client engagement and his approach to customer discovery, providing a roadmap to enhance your business success. Tune into the Finish Big podcast to hear John D. Hanson's expert tips on growing your business, engaging your customers, and maximizing your company's value. Don’t miss this opportunity to gain valuable insights from a seasoned professional. Mark and John discuss: The importance of clients knowing all the services and solutions a business offers. Strategies to leverage existing clients and their networks for easier sales. The impact of optimizing LinkedIn profiles and consistent engagement for business growth. The effectiveness of video content in building trust and engaging potential clients. The five dimensions of customer experience from John's book, Fifth Dimensional Customer Experience. Connect with Mark Dorman: (330)-416-9271 Connect with About our guest: John D. Hanson is an award-winning author and customer experience expert. With three acclaimed books, including Wow Your Customers and Fifth Dimensional Customer Experience, he helps businesses enhance their customer engagement. A dynamic speaker and LinkedIn strategist, John shares actionable insights for business growth and client retention.
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