How IT Strategy Impacts Business Value, Risk, and Exit Readiness - Keith Tessler

Technology problems rarely start with technology. They start with leadership decisions, culture, and treating IT as an afterthought instead of a strategic asset.

In this episode of Behind The Numbers With Dave Bookbinder, Dave speaks with Keith Tessler of CMIT Solutions about why smart companies are shifting from reactive IT support to proactive technology management and how those decisions directly impact risk, resilience, scalability, and enterprise value.

The conversation explores the biggest cybersecurity threats facing small and mid-sized businesses today, including phishing attacks, business email compromise, and the growing misuse of remote-control software by bad actors. Keith shares practical, low-cost protections every business should implement, including two-factor authentication, password managers, employee awareness training, and stronger internal controls.

Dave and Keith also discuss:

• When companies should move from “break/fix” IT support to a managed services model
• How IT infrastructure and documentation can affect M&A due diligence and succession planning
• Why clean, accessible data matters more than most owners realize
• The role culture and people play in cybersecurity and operational risk
• Practical applications for AI in business and where the hype exceeds reality
• A simple IT checklist business owners can use to improve resilience and reduce risk

Whether you’re preparing your company for growth, protecting it from disruption, or thinking about a future exit, this episode delivers actionable insights on how technology decisions can strengthen both operational performance and business value.

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About Our Guest:

A fourth-generation entrepreneur, Keith says he learned more at the family dinner table than from his MBA courses. So it's no surprise he dove into the family business with gusto, taking it from a small, regional player to a nationwide company that became the largest firm in that industry. But after 25 years of 100-hour weeks, he sold that business and spent a couple of years coaching CEOs -  leaders of companies that ran the gamut from small tech start-ups to $3 billion corporations.

 While he loved that work, he couldn't shake the technology itch. So today, Keith has hit his stride as the owner of CMIT Solutions in Philadelphia and Cherry Hill, a business that marries his love of technology with his passion for helping businesses find better paths to successful growth. 

 If you want fresh perspectives on leadership, tech, and business, follow Keith on LinkedIn. And if you want to put tech headaches in the rearview mirror and work with an IT team you can love, reach out to Keith here. He's always ready to talk tech support, business growth, cybersecurity, regulatory compliance, and much more. 

About the Host:

Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and their advisors reach out to when they need to know what their most important assets are worth. 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.”

Dave’s book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions.

He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

🔸 Grab Dave’s Books: The New ROI: Return on Individuals  | The NEW ROI: Going Behind The Numbers  |  A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know

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