Mark Dorman

Mark J. Dorman is the founder and Managing Partner of TAB Western Reserve in Medina, Ohio.

President of Dorman Legacy Advisors, Mark specializes in helping business owners create an exit and transitional plan from their businesses. The process improvement model is carefully constructed to increase value and position the company as desirable, qualified, and sound.

Mark has more than 30 years of experience working with business owners, corporate executives, and retirees and also hosts the weekly radio show, Your Business, Your Legacy on the Exit Coach Radio Network.

Mark founded Dorman Farrell, LLC in 1999 and the firm received numerous awards including Case Western Reserve University’s Weatherhead 100 Ranking for business growth for two years in a row.

A dedicated community volunteer, he serves the community in various leadership positions including the Medina County Economic Development Corporation, Medina County Port Authority, and Leadership Medina County.

A graduate of Cleveland State University, Mark is a Chartered Life Underwriter, a Chartered Financial Consultant (ChFC) and a Certified Family Business Specialist (CFBS).

Our Partners

Chris Goebel

TAB Certified Facilitator MBA, CEPA, CFBA

216-533-4533

Learn More

216-533-4533

Chris Goebel

TAB Certified Facilitator MBA, CEPA, CFBA

Chris Goebel’s business career can be traced back to his teenage years when he was washing vehicles at Lakefront Lines as his summer job. He worked his way up the ladder to become President/General Manager of Lakefront Lines/Coach USA. His entrepreneurial spirit, dedication, leadership skills and business acumen resulted in transforming the organization from a small “Mom and Pop” business to the 16th largest privately held passenger transportation company along with ranking in the top 50 passenger transportation companies in the USA, with business units in Cleveland, Columbus, Toledo, and Cincinnati Ohio. With over 30 years of managing a family business through 3 distinct business transition and ownership structures, Chris founded Crossroads Advisers to provide Business Transition Planning and Advising from a Business Owner’s Perspective. In 2018, Chris affiliated with Legacy Business Advisors to bring his unique perspective gained from his years of leading and growing his own family business to more clients who are looking to do the same. The affiliation with Legacy Business Advisors and Crossroads Advisers allows Chris to provide three specific and separate types of advisory services: Business Succession and Continuity Planning which involves working with closely held and family companies as they prepare for what is typically the single most significant financial transaction of their lives. Having a plan based on a clear set of goals gives business owners the best chance to move from the 80% of companies that are non-transferable to the 20% of business that are. Business Brokerage and Transition Services for the business owner who pursues a third-party sale, Chris (working exclusively through his Crossroads Advisers firm), will handle the process of preparing the business for sale and guide the owner(s) through the process from evaluating offers to closing. Specialized Industry Expertise and Consulting in all aspects of passenger transportation operations, management, acquisitions, service development and implementation, contract negotiations, vehicle procurement, telematics, software integration, MBA/WBA vendor development and bid/RFP proposal processes. www.crossroadsadvisers.com

As a TAB member, through the regular coaching sessions and monthly Board meetings, I gain invaluable mentor and peer support. The TAB ethos and coaching approach has helped me to plan personal and business goals and set direction. This is supported by the wealth of knowledge, skills, experience and support that is shared by the board who provide Impartial, informed and considered guidance and advice on all types of business issues, that enable me to gain fresh perspectives, identify blind spots and fill my skill gaps. Over the last twelve months TAB has effectively become my company’s non-executive board and its members my trusted colleagues.

Saul Goldfarb

Goldfarb & Associates MEMBER SINCE 2018

My TAB coach has gotten me on track and kept me on track since 2005 toward the goals I’d originally stated," says Perlmeter. "I’m totally confident that we’ll continue to realize the vision that I have for the company in our second decade.

Stu Perlmeter

President – First Resource MEMBER SINCE 2017

I have found my investment in TAB to be one of the best things I have done. One of the benefits of joining TAB has been the Peer Board Member’s help in designing a sales program that works. It works because I took the time to help our sales people become better salespeople, not merely pressure them to do more of the same. By being around people who think differently who are going to ask me each meeting how I did, compels me to make the improvements that enable me to enjoy life, and boy, do I enjoy life. I recommend this amazing program without question.

Anson Thompson

The Thompson Group MEMBER SINCE 2016

One Simple Way to Generate RECORD SALES in 2023

There is a very simple, but rarely utilized method that, if implemented is guaranteed to have major positive impact on the sales and profit growth ...

How to Overcome Self-Doubt and Be More Productive

It’s not unusual for a first-time CEO or business owner to experience qualms about their ability to handle the challenges they face. But it’s also ...

6 Top Money-Saving Tips for Business Owners

While nobody has a crystal ball, a lot of signs are pointing toward an impending recession. Consumer spending is slowing. The employment market is ...

How To Create a Profit and Loss Statement

A profit and loss statement, also often referred to as an income statement, revenue statement, P&L statement, or P&L, provides business ...

5 Tips for Reducing (or Eliminating) Workplace Distractions

In our information-saturated age, even the most diligent CEOs and business leaders can have trouble focusing on one thing at a time. When you lead a ...

What's Barring You and Your Business from Productivity?

Productivity. It is the steady hum that keeps a business thriving at a clip. Highly productive business owners often run substantially more ...

Resolve To Be Better at Time Management

You are a hardworking business owner who is consistently stressed for time. You end each day reflecting on all those tasks and activities that you ...