Mark J. Dorman, AIF, CLU®, CHFC®, CEPA

Managing Director

Ph: 866.SRP.401K x811

Mark Dorman has a reputation for excellence in business succession and exit planning, corporate retirement plans, non-qualified deferred compensation plans, executive benefits, 401(k) strategies, financial planning, and business value maximization.

Founder of Dorman Legacy Advisors and president of Legacy Business Advisors, Mark has helped hundreds of middle market businesses with growth, continuity and transition plans, 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, Mark quickly grew his financial services and employee benefits company into one of the most respected firms in Ohio, before his successful exit.

With more than 30 years of experience, he is an industry thought leader and influencer, a popular speaker, author of numerous e-books, and host of his own podcast called Finish Big: How Great Entrepreneurs Exit Their Companies on Top. He founded Legacy Advisors Network (LAN), is managing partner of The Alternative Board™ (TAB) Western Reserve chapter, a member of the Forbes Business Council, and passionate about connecting people and mentoring young professionals.

His professional designations include Certified Family Business Specialist (CFBS), Chartered Financial Consultant (ChFC), Chartered Life Underwriter, Certified Exit Planning Advisor (CEPA) through the Exit Planning Institute, and Accredited Investment Fiduciary (AIF).

Mark serves as a board member with Medina County Port Authority and the Medina County Community Fund. He lives in Medina with his wife Tanya and their four children. He is known as an avid, if not obsessed, golfer.

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