Mark J. Dorman, AIF, serves as the Managing Director at Succession Plus US, where he leverages over 35 years of extensive experience in business succession planning, exit strategies, and retirement income planning. His role is pivotal in guiding business owners through the complexities of exit...
Mark J. Dorman, AIF, serves as the Managing Director at Succession Plus US, where he leverages over 35 years of extensive experience in business succession planning, exit strategies, and retirement income planning. His role is pivotal in guiding business owners through the complexities of exit planning and value maximization, ensuring that their businesses transition smoothly while maximizing financial outcomes. Mark's expertise extends to corporate retirement plans and non-qualified deferred compensation planning, where he helps organizations design and implement strategies that align with their long-term goals.
At Succession Plus US, Mark is currently spearheading key projects that focus on developing comprehensive succession plans tailored to the unique needs of each client. His strategic thinking and problem-solving skills enable him to navigate the intricate landscape of business transitions, ensuring that clients are well-prepared for the future. Mark’s collaborative approach fosters strong relationships with clients, empowering them to make informed decisions about their financial futures.
As a lifelong learner and entrepreneur, Mark stays abreast of industry trends and best practices, which enhances his ability to provide insightful guidance. His proficiency in investment advisory services, coupled with his background in strategic planning and consulting, positions him as a trusted advisor in the field. Additionally, Mark is passionate about sharing his knowledge through podcasting, where he discusses critical topics related to succession planning and retirement strategies, further establishing his thought leadership in the industry. With a commitment to excellence and a client-centric focus, Mark J. Dorman continues to make a significant impact in the realm of business succession and retirement planning.
