Scaling a Professional Services Business - Rod Burkert

As a professional services provider, you’re always caught in the cycle of providing that service and looking for more clients. How can you do that successfully and find balance in your personal life?
Dave Bookbinder goes Behind The Numbers with Rod Burkert, Founder of Burkert Valuation Advisors.
Although Rod works with business valuation professionals, his process and methodology lend themselves to anyone in professional services. In this episode, Rod explains why the 1:1 business model doesn’t scale, how to attract more clients and developing a “selling mindset.”
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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

Building Culture in a CPA Firm - Randie Dial

We’re discussing leadership and corporate culture today, with someone who has built and maintained an intentional culture.
Dave Bookbinder goes Behind The Numbers with Randie Dial, Managing Principal at CLA.
In this episode, Randie shares his insights on the importance of a good corporate culture; how to build one and maintain it for the long haul. Randie also offers advice for building future leaders in a remote-work environment.
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
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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!

The Seller’s Journey - Denise Logan

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.
 
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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 

The Silver Tsunami - Paul Visokey

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.
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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.

Steve Economou - Middle Market M&A

We’re discussing mergers and acquisitions in the middle market – what the process entails and what drives valuation.
Dave Bookbinder goes Behind The Numbers with Steve Economou, Managing Director of Baker Tilly Capital.
Steve shares his experiences in working with middle market companies to achieve a successful exit.
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Behind The Numbers is available wherever you get your podcasts.
Please subscribe to stay up to date on new episodes.  Your rating of the program is much appreciated!

How to Survive a Merger - Jennifer Fondrevay

Dave Bookbinder goes Behind The Numbers with Jennifer Fondrevay, Founder of the M&A Consulting Firm, Day 1 Ready.  Jennifer is also the author of Now What? A Survivor's Guide for Thriving Through Mergers and Acquisitions
In this episode we discuss why more than 75% of M&A transactions don't actually produce their planned synergies and how to make M&A more successful.
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 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!

Holistic Financial Planning - Michael Sharp

Dave Bookbinder goes Behind The Numbers with Mike Sharp, Executive Chairman and Founder of The Sharp Financial Group.
In this episode we discuss the benefits of holistic financial plan including accounting, wealth management and exit 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 – 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

Your Brand & Corporate Culture Impact Business Value - Mark Iorio

Dave Bookbinder goes Behind The Numbers with Mark Iorio, Managing Director, BCAT. 
In this episode we discuss the alignment of corporate brand and corporate culture and how that impacts business valuation. 
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts.

Jay Weinstein - Managing Partner at EisnerAmper

Dave Bookbinder goes Behind The Numbers with Jay Weinstein, Managing Partner, EisnerAmper. 
In this episode we discuss what’s hot in accounting, private equity and strategies that companies can employ to be nimble in 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

Succession Planning for Family Businesses - Matthew Kerzner

Dave Bookbinder goes Behind The Numbers with Matt Kerzner, Director, EisnerAmper's Center for Family Business Excellence. 
In this episode we discuss the challenges that family owned businesses face. 
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Behind The Numbers is available wherever you get your podcasts.

Exit Planning - Mark Gaeto

Dave Bookbinder goes Behind The Numbers with Mark Gaeto, Managing Director at Falcon Capital Partners. 
In this episode we discuss exit planning and the M&A process. 
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts.

Selling Your Business - Chad Byers

Dave Bookbinder goes Behind The Numbers with Chad Byers, CEO of Symmetrical Investments. 
In this episode we discuss growth strategy and succession planning. 
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Behind The Numbers is available wherever you get your podcasts.

Maximizing Your Business Valuation - Charles Robins

Dave Bookbinder goes Behind The Numbers with Charles Robins, Managing Director at Fairmount Partners. 
In this episode we discuss how to maximize a company’s valuation. 
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Behind The Numbers is available wherever you get your podcasts.

Behind The Numbers With William Andreoni of Pine Hill Group

Dave Bookbinder goes Behind The Numbers with Bill Andreoni, Senior Director at Pine Hill Group.
In this episode we discuss leadership and technical accounting with an enlightened accountant.
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts.