Finish Big – The Podcast with Mark Dorman from Legacy Business Advisors.
Finish Big - The Podcast with Mark Dorman from Legacy Business Advisors.
Podcast Description
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.
Podcast Insights
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.
In this episode of the Finish Big Podcast, Mark Dorman is joined by Cal B. Parker and Kevin Saad from BizEquity — the world’s largest online business valuation platform.
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.
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.
This episode is packed with insights for entrepreneurs, financial advisors, exit planners, and anyone interested in building, protecting, and maximising business value.
Mark and Cal B. Parker and Kevin Saad:
The founding story and mission behind BizEquity
Why most business owners still don’t know their company’s true value
The difference between certified valuations and planning valuations
How AI and technology are simplifying valuation processes
The role of advisors in proactive business planning
Understanding value drivers and business performance metrics
Owner dependency and customer concentration risks
KPI benchmarking and growth planning strategies
Preparing businesses years before an eventual exit
The future of business valuation and succession planning
Connect with Mark Dorman:
(330)-416-9271
About the Guests: Cal Parker
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.
Kevin Saad
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.
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