About Succession Plus USA

CFBS, CEPA, AIF, ChFC

Mark Dorman is recognized as an industry leader for his work with small and mid-sized businesses. A Certified Exit Planner and Certified Family Business Specialist, he has counseled more than 100 privately held businesses.

In a career spanning 35+ years, Mark has purchased, founded, and exited businesses of his own. He published numerous e-books on exit planning and hosts the popular Finish Big podcast.

Mark was president of Legacy Business Advisors before establishing Succession Plus US.

MBA, CEPA, CFBA, CBI

As President/General Manager of Lakefront Lines/Coach USA, Christopher Goebel transformed the business from a "Mom and Pop" to the 16th largest privately held passenger transportation company. With over 30 years of managing family businesses, Chris founded Crossroads Advisers in 2016, specializing in Business Transition Planning and Advising. In 2018, he joined Legacy Business Advisors, offering unique insights into his business growth. Christopher provides Business Succession and Exit Planning services, guiding closely held and family companies through significant financial transactions. His expertise extends to specialized consulting in Business Transaction Services for Sell and Buy Side Transactions.

With over 40 years of experience in business counseling, Mike, a former partner at a major Cleveland law firm, specializes in merger and acquisition transactions, corporate governance, succession planning, and tax counseling for closely held businesses. His expertise spans sell-side and buy-side transactions, collaborating with professionals like investment bankers and CPAs. A former Certified Public Accountant with Peat, Marwick, Mitchell & Co. (now KPMG), Mike brings a unique financial perspective. Having served on the boards of domestic corporations and the US subsidiary of an international publicly held corporation, Mike is a seasoned professional with a comprehensive background in the financial advisement industry.

Doug is a native of Wooster, Ohio.  He received his B.A. degree from Northwestern University and his J.D. degree from The Ohio State University.  For two years after Law School, he served as a Law Clerk to a Judge on the United States Court of Appeals. Since then, he has been engaged in the private practice of law with Critchfield, Critchfield & Johnston, Ltd. in its Wooster office. His practice was quite broad in scope but focused largely on corporate and tax, including Mergers & Acquisitions, Estate Planning and Commercial Real Estate transactions. Doug has been quite active in his community, including many years of service as a Trustee of the Wayne County Public Library and Board member of Habitat for Humanity in Wayne County.

Win/Win Relationships have been a top priority for John D. Hanson in every role--Sales, Leadership, Customer Service, the Military, Non-Profits, Ministry, Marketing, and Social Media, especially on LinkedIn.

Believe it or not, in 2016, John had zero social media connections and very few professional colleagues. Today, his network has grown beyond 30,000 connections worldwide. That’s the Power of Leveraging LinkedIn and 5th Dimensional Customer Experience.

An engaging speaker, B2B business coach, global author, and workshop innovator, John loves to connect & engage with abundance-minded, entrepreneurial businesses & leaders who are curious, courageous action takers.

His high-demand topics like Heroic Leadership, Earning & Keeping Trust, 5th Dimensional Customer Experience, Let’s Get Organized, and Empathy: Your Service Superpower are increasingly adding value to the non-profit and for-profit sectors.

John’s Leveraging LinkedIn program for B2B businesses helped him and his clients earn record sales and increased revenue, profits, connections, and sales opportunities.

Does “entrepreneurial” and “growth minded” describe your company? Contact John to explore how he can help grow your endeavors and achieve your Big Hairy Audacious Goals!

Mike Swiatkowski, a strategic thinker and industry leader, passionately guides business owners to personal and professional success. Joining a family business at 24, he led rapid growth through acquisitions, successful startups, and expanded clientele, earning accolades from Akron. With a proven track record, Mike excels in scaling, deal-sourcing, hiring, and transition planning. His expertise extends to business development, addressing complex entrepreneurial challenges. Committed to hard work, integrity, and trust, Mike resides in Fairlawn, Ohio, with his wife Melissa and four children. Beyond advising, he cherishes outdoor pursuits, emphasizing a holistic approach to business and life.

Dr. Michael Klein, founder of MK Insights, leverages 25 years of workplace psychology expertise to enhance leadership skills, foster collaborative teams, and guide family-owned enterprises through change. Formerly Director of Field Training & Development at MassMutual Financial Group, Michael crafted an assessment process for sales professionals. A recognized member of the American Psychological Association, he holds a PsyD. His book, "Trapped in the Family Business," and insights featured in The New York Times and CNN, affirm his industry influence. Dr. Klein, a Haverford College and Rutgers University alum, resides in Massachusetts, contributing assessments and professional development to MBA programs.

Melanie, a seasoned fractional VP of sales, leverages her extensive experience in a $230M company to empower mid-sized businesses. Specializing in sales strategy, process improvement, CRM implementation, and talent management, she offers tailored solutions for sustainable growth. Trust Melanie's expertise to optimize your sales performance, delivering measurable results in the financial advisement industry.