Succession+

Firm Overview

Succession Plus Logo

Succession+ is one of the nation's leading small business succession, transition, & value maximization consulting firms. You have access to a team of experts who have either exited their own business or assisted clients in making a successful transition.

Products and/or Services

The Succession+ team helps you to align your business and personal objectives.

  • Identify the value of your business
  • Identify the potential value of your business (your "Value Gap")
  • Maximize the value of your business
  • Develop the best strategic path forward

Past/Current Involvement with the Goering Center

Succession+ joined the Center in 2024. Mark Dorman, the firm's Managing Director, has sent two of his four children to hte University of Cincinnati.

*Succession+ will provide a 10% discount on consulting fees to members of the Goering Center.

Contact Information

Primary Contact: Mark J. Dorman, ChFC, CEPA, AIF, CFBS

mdorman@succession.plus