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Prepare for a Successful Transition from Your Business

Prepare for a Successful Transition from Your Business

An educational workshop to transition your business

Tuesday, August 6, 2024
11:00 AM - 12:00 PM (EDT)

https://teams.microsoft.com/l/meetup-join/19%3amee

Event Details

"Prepare for a Successful Transition from Your Business" Join us for an educational workshop and learn how BEST to approach the single most important decision for small business Owners - the Transition from their Business

Why Attend?

  • Understand the 4 Stages of the Exit Phase
  • Learn the Elements of Good Business Exit & Transition Plan
  • Business Transition Planning Best Practices
  • Maximize the Value of Your Business
  • Peak Performers Plan-What is it?
  • How does your Business "stack up" to your industry peers?

Featured Topics:

  • The "SILVER TSUNAMI"-what is it?
  • State of Business Owner Readiness Today
  • Business Value Drivers
  • Addressing Your Business "Value GAP 5.
  • And much More!

This is an event You don’t want to miss!

Mark J. Dorman, ChFC®, CFBS, CEPA

President & Managing Director of SUCCESSION+, LLC

Mark Dorman has a reputation for excellence in business succession and exit planning, and business value maximization.

Founder of Succession+ USA, LLC, (www.succession.plus/us)  Mark has helped hundreds small & middle market businesses with succession & transition planning, in preparation for the largest financial transaction they will ever make – the transition or exit from their business.

Founding his first business in 1999, (Dorman Farrell, LLC) -which he led t become a 2 time winner of CWRU’s “Weatherhead 100 Winner” & into one of the most respected consulting firms in Ohio.  Mark successfully exited Dorman Farrell in 2011.   With more than 30 years of experience, he is an industry thought leader, a popular speaker, author of numerous e-books, and host of the Finish Big Podcast: How Great Entrepreneurs Exit Their Companies on Top. He is the Founder of Legacy Advisors Network (LAN), a member of the Forbes Business Council, and is passionate about connecting people and mentoring young professionals.

His professional designations include Chartered Financial Consultant (ChFC), Certified Family Business Specialist (CFBS), Certified Exit Planning Advisor (CEPA) through the Exit Planning Institute.         Mark serves as a board member with Medina County Port Authority and is Past President of the Medina County Economic Development Corporation. He lives in Medina, Ohio with his wife Tanya and has 4 adult children.