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From Leading a Company to Mentoring Others with Brian Gale –Episode 17–
Reading about exit planning can only take you so far. How has your business grown in the past few...
What’s the Value of Your Business? with Michael Carter, Founder and CEO of BizEquity –Episode 16 –
No matter how successful a business owner is, almost all stumble on the question of the value of...
Leveraging ESOPs in Exit Planning with Kelly O. Finnell, CEO of Executive Financial Services –Episode 15–
No financial advisor understands every strategy and tool to build a perfect business plan. With...
Empowering Business Owners for Success with Bob Hothem, CEO of The Alternative Board -Miami Valley, Ohio –Episode 14 –
How much could you problem-solve with your own information? How much more could be solved with the...
How to Structure the Exit From Your Business From a Legal Perspective with J. Douglas Drushal, Esq, Critchfield, Critchfield & Johnston –Episode 13–
When exiting your business, you want the value that you put in. How can you ensure your exit plan...
Visualizing Your Financial Possibilities with Adam Holt, CEO of Asset-Map –Episode 12–
Business owners can be seen as knowing everything about finance because their businesses succeed....
Treating Your Business as an Asset with Chuck Richards, CEO of ValuCompass –Episode 11–
80% of businesses fail to transfer successfully due to a lack of planning. How can a small shift...
Tilling the Soil for Growth with Jerry Schill, CEO of Schill Grounds Management -Episode 10-
Taking the step to build your passion into a business takes more than just money. You need an...
Masters Special! Planning for the “Back 9” of Your Business with Rodney Davis, Owner of River Greens South G.C. –Episode 9–
Many advisors know about the game of golf, whether they play to let off some steam or to connect...
Is an ESOP the Correct Exit Strategy for Your Business? With Kevin Vonderau and Dan Bender -Episode 8-
Employee stock opportunity plans aren’t just for employees as the name suggests. Business owners...
Trapped in the Family Business with Dr. Michael Klein –Episode 7–
Joining the family business can be an easy way to start a career. But is it the career you want?...
Your Journey through “No Man’s Land” with Doug Tatum, Chairman & CEO of Newport, LLC –Episode 6–
While growing, businesses reach a point where they are too big to be small but too small to be...
The Stages, Elements & Factors of a ‘Successful Exit’ with Bo Burlingham –Episode 5–
You should run a business as if it’s going to last forever, but you could sell it tomorrow if you...
The Journey To Finish Big with Bo Burlingham – Episode 4 –
The journey towards a successful exit plan is long, with many roads to navigate. Learning from...
The Process of Building Successful Exit Strategies – Episode 3 –
Most entrepreneurs spend years of time and money building their businesses. What would happen to...
Building Retirement Income From Exit Planning –Episode 2
There are over 20 million business owners in America. Over 10 million of these business owners...
Introducing Mark Dorman and Finish Big–The Podcast – Episode 1
Entrepreneurs spend a lot of time and money building their businesses to success. But when it...

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Legacy Business Advisors
Office: 330-350-5419
Fax: 330-722-3115
1093 Medina Road, STE 201
Medina, OH 44256
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