Behind The Numbers
M&A
Episodes
Thursday Mar 21, 2024
Thursday Mar 21, 2024
Today’s guest says that many sellers are surprised by how grueling the sale of their company can be, He’s here today to offer advice on how to navigate the process and come out on top.
Dave Bookbinder goes Behind The Numbers with Jim Haefele, Partner and Visionary at Haefele Flanagan.
Jim has provided a variety of services to clients including tax consulting and compliance, general advisory, strategic business planning and budgeting, due diligence, business valuation and succession planning. He is regularly involved in negotiating loans and exploring financing alternatives for his clients with various financial institutions. Jim has extensive experience with the acquisitions and dispositions of business operations for corporations, partnerships, limited liability companies and sole proprietorships.
In this episode we’re discussing the elements that make a business ready for sale; navigating the sale process; and when to start preparing for a sale.
About Our Sponsor:
Haefele Flanagan (HFCO) is a full-service accounting firm that’s been serving clients since 1967. Not your typical accounting firm, HFCO’s services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more. When you work with Haefele Flanagan, we help you realize your long-term goals. Please visit them at www.hfco.com.
About the Host:
Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.
Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.
He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.”
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers
🔸 Connect with Dave on LinkedIn
🔸 Connect with Dave on FaceBook
🔸 Follow Dave on Twitter
🔸 Check out www.NEWROI.com for more.
💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers
🔹 Check out more of Behind The Numbers on YouTube
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions:
Open Apple Podcast App.
Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast
Click on the SHOW, not the episode.
Scroll all the way down to “Ratings and Reviews”
Click on “Write a Review”
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
Thursday Feb 22, 2024
Thursday Feb 22, 2024
Why do many small businesses fail to scale? Today’s guest says that it’s a function of leadership and it’s fixable.
Dave Bookbinder goes Behind The Numbers with Hal Levenson, Partner and Chief Visionary Officer at Haefele Flanagan.
Former CPA, Hal Levenson, spent many years in his accounting practice helping small and medium-sized companies, in the New York, New Jersey and Philadelphia area. An entrepreneur himself, Hal is passionate about the contributions that entrepreneurs make to economic growth, standard of living, skill advancement, and community development. Yet, in his years in accounting, he saw the frustration of CEOs trying to align business objectives with personal goals. He noticed that so many businesses seemed stuck. Employees at most every level were putting in long hours and working exceptionally hard just to get an edge on a competitor, keep up with technology or handle sensitive personnel issues.
When organizations attempt to carry out major business functions without the required skills and behaviors, it creates a great and unnecessary challenge and slows business growth. Hal founded Trilogy Partners in 2009 to provide these businesses and their CEOs with the direction, planning, and financial advice that they need. He formed a team of experienced C-Suite advisors, called Alliance Partners, who could help entrepreneurs implement their vision.
In 2021, Trilogy Partners merged with Haefele Flanagan to provide stronger outcomes for clients, whom now have access to holistic business advisory services from strategy through finance. HFConsulting services include, but are not limited to, strategic planning, executive and leadership coaching, business transition and exit planning, financial education, and C-Suite support.
In this episode we unpack the various factors that impact a company's ability to scale, including identifying blind spots; making tough decisions; creating healthy conflict to increase accountability; and more!
About Our Sponsor:
Haefele Flanagan (HFCO) is a full-service accounting firm that’s been serving clients since 1967. Not your typical accounting firm, HFCO’s services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more. When you work with Haefele Flanagan, we help you realize your long-term goals. Please visit them at www.hfco.com.
About the Host:
Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.
Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.
He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.”
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers
🔸 Connect with Dave on LinkedIn
🔸 Connect with Dave on FaceBook
🔸 Follow Dave on Twitter
🔸 Check out www.NEWROI.com for more.
💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers
🔹 Check out more of Behind The Numbers on YouTube
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions:
Open Apple Podcast App.
Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast
Click on the SHOW, not the episode.
Scroll all the way down to “Ratings and Reviews”
Click on “Write a Review”
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
Monday Feb 19, 2024
Monday Feb 19, 2024
Is private equity a solution for your company? Is private equity in your career path? Today’s guest says that she has “the coolest job in the world” and she’s going Behind the Numbers to discuss both of these questions.
Dave Bookbinder goes Behind The Numbers with Dyana Baurley, Director, Head of NA Business Development, Middleground Capital.
MiddleGround Capital is a private equity firm based in Lexington, KY. MiddleGround makes control equity investments in middle market B2B industrial and specialty distribution businesses. MiddleGround works with its portfolio companies to create value through a hands-on operational approach and partners with its management teams to support long-term growth strategies. For more information, please visit: https://www.middleground.com/
In this episode we’re discussing how private equity can help family-owned businesses as a resource for long-term growth. Dyana also shares her passion about business development and networking.
About the Host:
Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.
Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.
He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.”
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers
🔸 Connect with Dave on LinkedIn
🔸 Connect with Dave on FaceBook
🔸 Follow Dave on Twitter
🔸 Check out www.NEWROI.com for more.
💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers
🔹 Check out more of Behind The Numbers on YouTube
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions:
Open Apple Podcast App.
Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast
Click on the SHOW, not the episode.
Scroll all the way down to “Ratings and Reviews”
Click on “Write a Review”
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
Tuesday Feb 13, 2024
Tuesday Feb 13, 2024
Many small business owners feel that they aren’t “ready” for a CFO, but most would benefit from CFO services.
Dave Bookbinder goes Behind The Numbers with Chris O’Brian, Founder of O’Brian CFO Consulting
In this episode we’re discussing how small businesses and entrepreneurs can benefit from a chief financial officer; why clean financial statements are a critical need; and the importance of financial planning and analysis (FP&A).
About the Host:
Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.
Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.
He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.”
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers
🔸 Connect with Dave on LinkedIn
🔸 Connect with Dave on FaceBook
🔸 Follow Dave on Twitter
🔸 Check out www.NEWROI.com for more.
💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers
🔹 Check out more of Behind The Numbers on YouTube
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions:
Open Apple Podcast App.
Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast
Click on the SHOW, not the episode.
Scroll all the way down to “Ratings and Reviews”
Click on “Write a Review”
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
Tuesday Jan 23, 2024
Tuesday Jan 23, 2024
“When should I sell my business?” is a common question asked by business owners, and one that today’s guest is often answering.
Dave Bookbinder goes Behind The Numbers with Jim Rogers, Managing Partner at Haefele Flanagan.
Jim’s areas of expertise include audit, private business consulting, succession planning, mergers and acquisitions, litigation support and forensic accounting. A licensed CPA in Pennsylvania, New Jersey, New York and Delaware, Jim works primarily in the not-for- profit, real estate development, construction, service, manufacturing and leasing industries. He serves on the Board of Directors for the Building Industry Association of Philadelphia and Holy Redeemer Health System.
In this episode we’re discussing how to overcome the emotional challenges related to selling your business; maximizing valuation; managing the proceeds of a sale; and more!
About Our Sponsor:
Haefele Flanagan (HFCO) is a full-service accounting firm that’s been serving clients since 1967. Not your typical accounting firm, HFCO’s services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more. When you work with Haefele Flanagan, we help you realize your long-term goals. Please visit them at www.hfco.com.
About the Host:
Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.
Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.
He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.”
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers
🔸 Connect with Dave on LinkedIn
🔸 Connect with Dave on FaceBook
🔸 Follow Dave on Twitter
🔸 Check out www.NEWROI.com for more.
💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers
🔹 Check out more of Behind The Numbers on YouTube
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions:
Open Apple Podcast App.
Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast
Click on the SHOW, not the episode.
Scroll all the way down to “Ratings and Reviews”
Click on “Write a Review”
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
Tuesday Dec 26, 2023
Tuesday Dec 26, 2023
Is there ever a perfect time to sell your business?
Dave Bookbinder goes Behind The Numbers with Sean Frank, Founder and Chief Investment Officer of Cloud Equity Group, a private equity firm that invests in, acquires or lends funds to startup, emerging, established or distressed companies that operate in the cloud computing and managed IT services space.
In this episode we’re discussing the things that a private equity investor looks for when making a purchase or investment decision. We’re going into the numbers; discussing key metrics and drivers as well as behind the numbers in discussing the importance of key people; and more!
About the Host:
Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.
Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.
He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.”
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers
🔸 Connect with Dave on LinkedIn
🔸 Connect with Dave on FaceBook
🔸 Follow Dave on Twitter
🔸 Check out www.NEWROI.com for more.
💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers
🔹 Check out more of Behind The Numbers on YouTube
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it.
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
Friday Nov 24, 2023
Friday Nov 24, 2023
An exit plan generally takes into account the possibility of selling to strategic purchasers, such as competitors, and financial purchasers, such as private equity firms. Our guest today, Dominic Wells, CEO and Founder of Onfolio Holdings, operates in a unique position as a financial buyer.
Onfolio specializes in acquiring, managing, and optimizing a diverse range of digital companies. It focuses on purchasing businesses operating in sectors that offer long-term growth opportunities, possess stable and positive cash flows, face minimal threats from competitors or emerging technology, and have strong management teams or the potential to be effectively managed by the Onfolio team. Under Dom's leadership, Onfolio has transformed from a startup into a publicly listed company on NASDAQ.
In this episode Dom discusses growing, selling and investing in online businesses, his journey from entrepreneur to CEO of a public company, and more.
About the Host:
Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.
Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.
He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.”
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers
🔸 Connect with Dave on LinkedIn
🔸 Connect with Dave on FaceBook
🔸 Follow Dave on Twitter
🔸 Check out www.NEWROI.com for more.
💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers
🔹 Check out more of Behind The Numbers on YouTube
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it.
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
Tuesday Aug 15, 2023
Tuesday Aug 15, 2023
What can a couple of squirrels teach you about leadership? Tune in to find out!
Dave Bookbinder goes Behind The Numbers with Tania Luna, Author of Lead Together - Stop Squirreling Away Power and Build a Better Team.
Psychology researcher and leadership educator Tania Luna offers the tale of Sam Squirrel, branch manager of Nuts for You, Inc., whose company faces an impending forest recession. Sam employs the leadership tactics his boss, Jack Walnuts, taught him ("know the way and make them go your way") but achieves only distrust, disengagement, poor performance, and high turnover. During Sam's last-ditch effort to meet his quotas, he finds a hidden, thriving community that shows him a radical new way to lead. But will it be enough to save Nuts for You and help Sam realize his dream of becoming Chief Nut Officer?
Lead Together springs from Luna's experience applying power-with principles to build a multimillion-dollar business with 96% employee engagement and less than 2% attrition. It shines a light on the little-known philosophy of organizational scholar Mary Parker Follett and takes inspiration from Daniel Quinn’s philosophical fiction as well as Patrick Lencioni’s and John Kotter’s parables.
In this episode we’re discussing why a "power-with" vs "power-over" leadership style produces innovative and cohesive teams, and the real-world impact of leadership on Tania’s business valuation.
About the Host:
Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.
Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.
He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.”
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers
🔸 Connect with Dave on LinkedIn
🔸 Connect with Dave on FaceBook
🔸 Follow Dave on Twitter
🔸 Check out www.NEWROI.com for more.
💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers
🔹 Check out more of Behind The Numbers on YouTube
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it.
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
Tuesday Jul 18, 2023
Tuesday Jul 18, 2023
Whether you’re looking to raise capital or just grow the top line, today’s guest has valuable insights to share with you.
Dave Bookbinder goes Behind The Numbers with Michael Doyle - Chief Executive Officer at BrandIron
Brand Iron is a leading branding and marketing consulting and implementation firm. Michael is an advisor to private equity firms, real estate firms and technology companies, focusing on capital raise efforts, branding and positioning companies for acquisition. He's been a part of 3 successful exits including selling his own company and being part of an initial public offering. He's helped companies raise over 5 Billion in capital, and been an advisor to over 40 acquisitions.
In this episode we’re discussing the qualities of a memorable brand, how to position your company to get acquired, and the key elements of every successful pitch deck.
About the Host:
Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.
Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.
He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.”
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers
🔸 Connect with Dave on LinkedIn
🔸 Connect with Dave on FaceBook
🔸 Follow Dave on Twitter
🔸 Check out www.NEWROI.com for more.
💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers
🔹 Check out more of Behind The Numbers on YouTube
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it.
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
Tuesday Aug 24, 2021
Tuesday Aug 24, 2021
Today’s guest explains that certain numbers are merely “table stakes” and that what matters more is found behind the numbers. I couldn’t have scripted that any better myself 😊
Dave Bookbinder goes Behind The Numbers with Jim Barnish, Founder and Managing Partner of Orchid.Black.
In this episode, Jim explains the pillars of value creation, the strategies that drive growth, and also shares his feelings about the leadership responsibilities of being the founder of a business.
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts
Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!
Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. BehindTheNumbersDB@Gmail.com
Please connect with me on LinkedIn and check out https://www.NewROI.com
THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!!
Tuesday Mar 09, 2021
Tuesday Mar 09, 2021
Today’s guest is a Merger and Acquisition Master Intermediary who has sold hundreds of businesses with a high degree of success. She shares what you need to do Exit Rich when you sell the business.
Dave Bookbinder goes Behind The Numbers with Michelle Seilier Tucker, Founder and President of Seiler Tucker and author of Exit Rich.
In this episode, Michelle explains why most businesses don’t sell and how owners can avoid being a part of that statistical group. She also discusses what buyers look for, the “6P Method,” and her new book, Exit Rich.
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts
Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!
Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. BehindTheNumbersDB@Gmail.com
Please connect with me on LinkedIn and check out https://www.NewROI.com
Thursday Aug 06, 2020
Thursday Aug 06, 2020
The sale of a business impacts many stakeholders: employees, shareholders and advisors; to name a few. And of course, the largest impact is on the business owner. The decision to sell is often difficult and perhaps the biggest decision an owner will ever make. Wouldn’t it be nice if the sale process didn’t trigger negative emotions or worse; seller’s remorse?
Dave Bookbinder goes Behind The Numbers with Denise Logan, “The Seller Whisperer” and Author of The Seller’s Journey.
In this episode Denise provides insights about the critical elements that are often missing from the M&A process. By understanding these elements, the likelihood of better outcomes (and more of them) increases dramatically for all stakeholders.
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts
Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it.
Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. BehindTheNumbersDB@Gmail.com
Wednesday Dec 18, 2019
Wednesday Dec 18, 2019
Imagine a world without taxes… That’s how my guest approaches business transactions and THEN dives into the tax implications.
Dave Bookbinder goes Behind The Numbers with Christopher Scott Esq, Partner at Klehr Harrison Harvey Branzburg LLP.
In this episode Chris shares his experiences on the legal and tax ramifications of mergers and acquisitions, real estate transactions and estate planning
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts
Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it.
Wednesday Dec 11, 2019
Wednesday Dec 11, 2019
The “silver tsunami” is coming – how can business owners prepare for it?
Dave Bookbinder goes Behind The Numbers with Paul Visokey, President, Stony Hill Advisors.
Paul explains what proper exit planning preparedness means and how small business owners can build a ‘saleable’ enterprise for a successful transition.
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts.
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Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it.
Wednesday Oct 09, 2019
Wednesday Oct 09, 2019
Dave Bookbinder goes Behind The Numbers with Dale Yeager, CEO of SERAPH.
What can you learn about transaction due diligence from a federally trained forensic profiler?
Dale explains where deal teams are missing the mark and leaving money on the table. He also shares insights from his experiences in forensic investigation, forensic accounting and from training accountants and attorneys.
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts
Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!
Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. BehindTheNumbersDB@Gmail.com
Please connect with me on LinkedIn and check out https://www.NewROI.com