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.
Finish Big - The Podcast with Mark Dorman from Legacy Business Advisors.
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Podcast Overview
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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Publishing Since
12/15/2022
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Recent Episodes
June 10, 2026
Business Owners- Know Your Value using BizEquity (EP 21)
<p dir="ltr">In this episode of the Finish Big Podcast, Mark Dorman is joined by Cal B. Parker and Kevin Saad from <a href= "https://www.bizequity.com?utm_source=chatgpt.com">BizEquity</a> — the world's largest online business valuation platform.</p> <p dir="ltr">The conversation explores how BizEquity has transformed business valuation from an expensive, time-consuming process into a fast, accessible planning tool for advisors and business owners. Cal and Kevin discuss the importance of proactive planning, understanding business value long before an exit, and how modern technology is reshaping the succession and exit planning industry.</p> <p dir="ltr">They also dive into the newest BizEquity platform enhancements, including AI-powered tax return extraction, KPI benchmarking, value growth strategies, and tools that help advisors guide business owners towards stronger financial futures.</p> <p dir="ltr">This episode is packed with insights for entrepreneurs, financial advisors, exit planners, and anyone interested in building, protecting, and maximising business value.</p> <h1 dir="ltr"><span style="font-size: 10pt;">Mark and Cal B. Parker and Kevin Saad:</span></h1> <ul> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">The founding story and mission behind BizEquity</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Why most business owners still don't know their company's true value</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">The difference between certified valuations and planning valuations</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">How AI and technology are simplifying valuation processes</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">The role of advisors in proactive business planning</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Understanding value drivers and business performance metrics</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Owner dependency and customer concentration risks</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">KPI benchmarking and growth planning strategies</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Preparing businesses years before an eventual exit</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">The future of business valuation and succession planning</p> </li> </ul> <p dir="ltr">Connect with Mark Dorman:</p> <ul> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation"><a href= "https://succession.plus/us/">Succession Plus US</a></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation"><a href= "https://www.linkedin.com/in/markjdorman/">LinkedIn: Mark Dorman</a></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation"><a href= "https://www.linkedin.com/company/succession-plus-usa/">LinkedIn: Succession Plus</a></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation"><a href= "https://www.facebook.com/profile.php?id=61556260959516">Facebook: Succession Plus</a></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">(330)-416-9271</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation"><a href= "mailto:mdorman@succession.plus">mdorman@succession.plus</a></p> </li> </ul> <h1 dir="ltr"><span style="font-size: 10pt;">About the Guests:</span></h1> <h3 dir="ltr"><span style="font-size: 10pt;">Cal Parker</span></h3> <p dir="ltr">Cal Parker has spent nearly a decade at BizEquity helping shape the company's growth across multiple areas of the business. He works closely with firms developing business owner planning strategies and helping advisors better serve entrepreneurs and privately held businesses.</p> <h3 dir="ltr"><span style="font-size: 10pt;">Kevin Saad</span></h3> <p dir="ltr">Kevin Saad is the Senior Director of Customer Success at BizEquity, where he leads initiatives focused on helping financial professionals leverage business valuation as a planning and growth tool. He specialises in advisor engagement, business owner strategy, and valuation-driven planning conversations.</p>
April 24, 2026
Inside Case Western's Center for Family Business with Laura Bonnet (EP 20)
<p dir="ltr">In Episode 20 of the Finish Big Podcast, host Mark Dorman welcomes Laura Bonnet, Founding Director of the Center for Family Business at the Weatherhead School of Management at Case Western Reserve University.</p> <p dir="ltr">Established in 2023, the Center for Family Business was created to connect and equip multi-generational family enterprises to build stronger legacies. Laura brings a powerful blend of strategy, corporate leadership, and advisory experience to the role — having held executive positions at American Greetings and advisory roles at McKinsey & Company, as well as experience with General Motors and Disney.</p> <p dir="ltr">In this episode, Mark and Laura explore the unique dynamics of family enterprises, the challenges of multi-generational transition, governance, strategy, and the importance of intentional legacy building.</p> <p dir="ltr">This is a must-listen for family business owners navigating succession, leadership development, and long-term continuity.</p> <h1 dir="ltr"><span style="font-size: 12pt;">Mark and Laura Discuss:</span></h1> <ul> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">The Birth of the Center for Family Business – Why Case Western launched it in 2023.<br /> <br /></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Family Business Complexity – Why governance and relationships matter as much as performance.<br /> <br /></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Multi-Generational Transition – Preparing next-gen leaders early.<br /> <br /></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Strategic Discipline – Lessons from McKinsey applied to family enterprises.<br /> <br /></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Corporate vs Family Culture – Key differences in decision-making.<br /> <br /></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Legacy Thinking – Moving from wealth creation to legacy stewardship.<br /> <br /></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Emotional Capital – The unseen driver of family business success.<br /> <br /></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Board Structures & Governance Models – Professionalising the family enterprise.<br /> <br /></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Education & Community – The role of universities in supporting family firms.<br /> <br /></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Balancing Growth & Harmony – Keeping business and family aligned.</p> </li> </ul> <p dir="ltr">Connect with Mark Dorman:</p> <ul> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation"><a href= "https://succession.plus/us/">Succession Plus US</a></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation"><a href= "https://www.linkedin.com/in/markjdorman/">LinkedIn: Mark Dorman</a></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation"><a href= "https://www.linkedin.com/company/succession-plus-usa/">LinkedIn: Succession Plus</a></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation"><a href= "https://www.facebook.com/profile.php?id=61556260959516">Facebook: Succession Plus</a></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">(330)-416-9271</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation"><a href= "mailto:mdorman@succession.plus">mdorman@succession.plus</a></p> </li> </ul> <h1 dir="ltr"><span style="font-size: 12pt;">About the Guest:</span></h1> <p dir="ltr">Laura Bonnet is the Founding Director of the Center for Family Business at the Weatherhead School of Management at Case Western Reserve University.</p> <p dir="ltr">Prior to launching the Center in 2023, she served in executive leadership roles at American Greetings and worked at McKinsey & Company advising clients across industries. Her career also includes experience with General Motors and the Walt Disney Company.</p> <p dir="ltr">Laura combines strategic expertise with a deep understanding of multi-generational enterprise to help family businesses build governance, leadership continuity, and sustainable legacies.</p>
April 1, 2026
How to Exit with Satisfaction: A Founder's Playbook with Robert "Bob" Hothem S2 (EP 19)
<p dir="ltr">In this episode of the Finish Big Podcast, Host Mark Dorman sits down with longtime friend and exit strategist Robert "Bob" Hothem, founder of Exit with Satisfaction.</p> <p dir="ltr">After building one of the largest TAB (The Alternative Board) franchises in the world — growing to 68 members and seven boards — Bob strategically exited his own business and launched a new venture focused on helping owners prepare emotionally and strategically for their exit.</p> <p dir="ltr">Mark and Bob discuss:</p> <ul> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Self-limiting beliefs<br /> <br /></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">The emotional side of entrepreneurship<br /> <br /></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Why most owners wait too long to start exit planning<br /> <br /></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">The danger of identity being tied to your business<br /> <br /></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">And why "when the circus leaves town" is the hardest moment for many founders<br /> <br /></p> </li> </ul> <p dir="ltr">If you're a business owner anywhere between $1M–$8M in revenue — this conversation is for you.</p> <p dir="ltr">Connect with Mark Dorman:</p> <ul> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation"><a href= "https://succession.plus/us/">Succession Plus US</a></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation"><a href= "https://www.linkedin.com/in/markjdorman/">LinkedIn: Mark Dorman</a></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation"><a href= "https://www.linkedin.com/company/succession-plus-usa/">LinkedIn: Succession Plus</a></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation"><a href= "https://www.facebook.com/profile.php?id=61556260959516">Facebook: Succession Plus</a></p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">(330)-416-9271</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation"><a href= "mailto:mdorman@succession.plus">mdorman@succession.plus</a></p> </li> </ul> <h1 dir="ltr"><span style="font-size: 10pt;">About the Guest:</span></h1> <p dir="ltr">Robert "Bob" Houghtem is the founder of Exit with Satisfaction, a boutique advisory firm helping small and mid-sized business owners prepare emotionally and strategically for successful exits.</p> <p dir="ltr">Before launching Exit with Satisfaction, Bob built one of the largest TAB (The Alternative Board) franchises globally, growing to 68 members and seven peer advisory boards in the Dayton, Ohio region.</p> <p dir="ltr">With decades of experience working alongside private business owners — beginning during his corporate career with John Deere — Bob focuses on mindset, belief systems, operational value enhancement, and proactive transition planning.</p>
65 total episodes available
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- What is Finish Big - The Podcast with Mark Dorman from Legacy Business Advisors.?
- How often does this podcast release new episodes?
This podcast updates weekly.
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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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No, this podcast does not typically feature guests.
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