Behind The Numbers

Adding Rocket Fuel to Your Business - Ande Grubb & Hank O'Donnell

In today's episode of Behind the Numbers, we are joined by two extraordinary guests, Ande Grubb, Chief Operating Officer at Haefele Flanagan, and Hank O'Donnell, an EOS expert and founder of Positive Traction. They delve into the dynamics of the Entrepreneurial Operating System (EOS)—an innovative framework that empowers over 250,000 companies globally.
Listen in as they discuss the transformative potential of EOS in helping entrepreneurs accomplish their long-term objectives, stimulate profits, and elevate team performance. O'Donnell uncovers the pivotal concepts of EOS such as 'rocks', elucidating how these intended accountability tools can be utilized to improve team focus. Grubb enlightens the audience on the significance of roles like 'visionary', 'integrator', and 'implementer' within the EOS model. He reveals how these contrasting roles harmoniously work together to perpetuate company growth.
Experience first-hand Grubb's transformative experience with EOS implementation at Haefele Flanagan. Our speakers reveal how EOS establishes clear accountability, and promotes an inclusive work atmosphere ensuring every employee's voice resonates. With EOS, businesses can bolster employee retention, cultivate a culture of transparency, and solidify a triumphant growth strategy.
Discover the challenges encountered, strategic solutions implemented, and the resulting accomplishments. Deep-dive into the concept of level 10 meetings and learn how the people analyzer tool assists with placing the right talent in the right places.
Whether you're an entrepreneur seeking a novel tool for business expansion, or simply keen on widening your EOS knowledge, this podcast brims with invaluable insights. Learn about the indispensable role EOS plays in restoring work-life balance for entrepreneurs and take a guided tour along the path of organizational growth and success with EOS!
About Ande Grubb:
As Chief Operating Officer (Integrator), Ande is responsible for providing company leadership, direction and internal process oversight at Haefele Flanagan. She has 20+ years of experience in industries such as distribution and professional services and has held the roles of Chief Operating Officer, Business Owner and Executive Coach.  She also has a thorough background in EOS® having practiced its principles for almost a decade.
About Hank O'Donnell:
As a 3rd generation entrepreneur, Hank O’Donnell understands both the fierce challenges and the deep satisfaction of leading and growing a successful business. Hank’s early lessons in business came from behind the counter and on the delivery truck of his family’s business. For over 20 years, Hank successfully grew his family’s firm and, when faced with category killer competition, successfully repositioned and sold the firm. Along the way Hank discovered a passion for helping other business owners find success. So, it was natural for Hank to become a Vistage CEO Group Chair. Earning the “Robert Nourse Vistage Chair of the Year” Hank demonstrated his commitment to his client’s success. He plays “All In!” In 2012 Hank “discovered” EOS and saw the immense impact it was having on his clients both their personal lives and businesses. Hank has helped over 125 clients in over 900 sessions days get what they truly want from their businesses. Hank earned “Expert EOS Implementer” status, the highest level of mastery and is on the EOS training team.
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 2,5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
 
 

Leadership Development: How To Get It Right - Cara Shortsleeve

On this episode of Behind the Numbers, Dave Bookbinder welcomes guest Cara Shortsleeve, CEO of the Leadership Consortium, for a thoughtful discussion on efficient leadership and facilitating younger talents' transition into leadership roles.
Cara shares her extensive knowledge on inviting the best out of leaders by partnering with top global companies. The conversation explores the concept of 'servant leadership,' underscoring the importance for leaders to roll up their sleeves to ensure optimal conditions for their teams to thrive. They further investigate the challenges faced by the rising generation as they evolve from peers to bosses, offering interventional solutions to navigate this intricate process.
The session then transitions into recognizing potential leaders, shining light on the integral roles of learning, curiosity, resilience, and adaptability in a world where change is the only constant. A focal point of their conversation delves into empathy, a quality Cara firmly believes can be nurtured and honed with the right mindset and training. Towards the end, they address the harsh realities of leaders conflicting with their seniors and how to navigate such scenarios gracefully.
Enriched with profound insights, this episode of Behind the Numbers is a must-listen for anyone seeking to broaden their understanding of business leadership. Tune in for more episodes on team-building, bouncing back from disruption and efficient leadership in the corporate world.
 
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!
 

The Power of Your Personality – Merrick Rosenberg

In an insightful episode of "Behind the Numbers", Merrick Rosenberg - CEO of Take Flight Learning, introduces us to a remarkable approach to understanding and leveraging the power of personality for individual and company success. Merrick explores the influence of personality on leadership styles, business decision-making, and workplace interactions through his innovative four-birds DISC assessment method.
With clear insights, Rosenberg introduces us to the distinct personality types - Eagles, Parrots, Doves, and Owls, each contributing a unique energy to the team dynamics. He flawlessly underscores the indispensable importance of flexing communication and leadership styles, which he describes as being a 'chameleon', to cater to different team members' unique needs for a more productive work environment.
Within this animated conversation, Rosenberg highlights how critical aspects such as designing role descriptions, identifying the right-fit persona for companies, and the role of personality styles in cultivating successful relationships both at the workplace and personally. Furthermore, he debunks common stereotypical beliefs about the representation of the four personality styles across genders.
He introduces listeners to his award-winning movie "Bird Brains, Inc." which effectively visualizes personality styles and their interactions.  His dialogue further extents to sharing essential tips on effective communication, creating functional teams, and daily activities that can be enhanced by understanding these styles.
Wrapping up the episode, Merrick discusses the tangible positive outcomes his clients have benefitted from, indicating that the key to organizational success indeed lies in understanding the intricate web of interpersonal dynamics and primal personality traits.
About Merrick Rosenberg:
Merrick Rosenberg founded Team Builders Plus in 1991 and reinvented how people learn about themselves through personality styles when he started his second company, Take Flight Learning, in 2012. 
He is the author of eight award-winning books about tapping into the power of personality, including The Chameleon and Which Bird Are You?. 
Merrick has worked with more than half of the Fortune 100 companies. Under Merrick’s leadership as CEO of Take Flight Learning, his company has been selected as the New Jersey Business of the Year by NJ Biz Magazine and has repeatedly been named one of the Fastest Growing Companies and Best Places to Work by the Philadelphia Business Journal. He is also an award-winning filmmaker, as his personality styles movie BirdBrains, Inc., won ten film festival awards, including Best Short by the Indie Film Fest.
Merrick won an award for Best Political Book of 2023 for Personality Wins: Who Will Take the White House and How We Know: Maincrest Media 2023 Award Winners.
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 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
 

Navigating Security and Entrepreneurship - Ian Wristbridge

In this episode of Behind the Numbers, host Dave Bookbinder sits down with Ian Wristbridge, the dynamic CEO and founder of Magnar. A leader in providing cutting-edge security and operational technologies for critical infrastructure facilities, Magnar is making significant strides in the industry. Guided by his family's legacy and entrepreneurial spirit, Ian offers valuable insights into the complex task of safeguarding high-risk establishments.
Listen as Ian details his journey of growing up in a tech-oriented environment, pairing with strategic partners, and successfully incorporating regulatory compliance and security best practices into Magnar's technology. Understand the motivations driving Ian and his team - a purpose-led commitment to enhance the security and safety of the U.S. by aiding crucial facilities. With increasing digital vulnerabilities and the aftermath of events like 9-11 shaping the industry, Ian also discusses the emerging cybersecurity threats and policies formulated to combat them.
Discover Magnar's unique approach to security, viewing it not just as a cost but as a long-term investment. See how they help facilities strike a balance between profitability and risk management by improving security, safety, and operational efficiency. Witness Ian's captivating journey as a fourth-generation entrepreneur, imbibing lessons from his predecessors and maneuvering the entrepreneurial landscape in the tech sector.
The episode deepens as Wristbridge opens up about the imperative values for any entrepreneur - a devoted team, a supportive system, and a unifying purpose. Learn from his insightful take on leadership, the importance of humility and the need to acknowledge and learn from failures. With a focus on purpose-driven leadership and open communication, Risbridge highlights how aligning individual paths with larger team goals can lead to exceptional organisational growth.
Tune in to gain a sneak peek into the exciting future of Magnar and indulge in a riveting narrative about charting entrepreneurial success, orchestrating a supportive work environment, and leading with humility. A must-listen episode for budding entrepreneurs, industry leaders, and everyone interested in the world of risk management and corporate security.
About our guest:
Ian is a certified FSO and has spent over 20 years in the technology sector, with a proven track record of identifying innovative solutions to complex business problems. He is a 4th generation entrepreneur, who is passionate about creating technologies that transform how critical infrastructure facilities protect the health, safety and security of their personnel and visitors.
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!

Sound Advice For Business Owners and Decision Makers - Seth Broder

"Button things up early" is the message from Seth Broder, President at Broder Law Group.
In this episode of Behind The Numbers, Seth explains why having a buy-sell agreement in placeis prudent protection; what to consider if entertaining an earn-out provision in the sale of a business; the importance of protecting intellectual property, and more.
Seth is the founding member of Broder Law Group, P.C. Throughout his legal career, Seth has been successful in negotiating both transactions and legal settlements for clients, while maintaining professionalism through aggressive representation, yet always seeking pragmatic solutions. From the formation of a business entity, to the handling of all transactions relevant to the business, culminating with transition planning, Seth has been an integral part of his clients’ success.
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!

Unlocking Your Unrealized Potential - Lucie Ptasznik

Immerse yourself in the fascinating realm of quantum physics, success, and the subconscious mind in this compelling episode of Behind the Numbers. We are joined by Lucie Ptasnik, a renowned speaker, coach and entrepreneur who shares her inspiring journey from a small town girl to a successful entrepreneur. Explore with Lucie, the captivating concept of life's patterns and how breaking them can help shape unprecedented success.
Dive deeper into the intriguing concept of the law of attraction as Lucie exlains how universal laws can be harnessed to modify our life’s narrative. Listen and discover strategies to overcome stress, anxiety, and self-doubt, replacing them with empowering beliefs. Understand how to leverage the laws of the universe to unveil unseen potential within us, leading to a fulfilled life.
Engage in a profound discussion with an experienced mind coach who divulges the intricacies of reprogramming the subconscious mind through a unique 16-week program. It is pivoted on three major pillars - emotional intelligence, vision, and belief. Get invaluable insights on controlling your emotional state, harnessing peak emotional states, and making better life decisions.
Unearth the transformative power of setting your mind on gratitude and how fostering this simple habit can breed an abundant mindset. This episode challenges you to harness high vibrational emotions from within to effect positive change in the outer world. Join us on this exhilarating journey of self-realization and discover how to master your mind to take control of your destiny.
Take advantage of Lucie’s free offer.  Go to www.ultimatesuccessblueprint.com 
Promo code: behindthenumbers
Connect with Lucie:
Lucielynn.com
Facebook.com/Luciesbubble
Instagram.com/coachlucielynn
YouTube.com/Luciesbubble6421
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!

Revolutionizing Business Relationships - Joleen Jaworski

In today’s episode of Behind the Numbers, we welcome Joleen Jaworski, the President and Co-Founder of BCA Philadelphia, who shares her unique insights on the art and science of business relationships. Engaging in a deep conversation about her dynamic approach to cultivating professional networks, Joleen emphasizes the parallel importance of relationships in both personal and professional life.
Drawing upon her expansive experience, Joleen introduces the concept of her “relationship scale” and extensively discusses the importance of reciprocal and respectful relationships in the business sphere. Likening these relationships to a bank where one must make deposits before making withdrawals, Joleen encourages listeners to broaden their vision and identify the different forms a deposit can take and what it signifies.
Joleen also highlights the virtue and effectiveness of seemingly small gestures - 'pings' -  in forging strengthening bonds in the professional realm. Also shedding light on the significance of one-on-one meetings, the right impetus for requesting network introductions, and the process of developing trust, respect, and common bonds, Joleen paints a wholesome picture of efficient networking in today's business world.
Don’t miss out on this eye-opening episode that redefines professional networking and emphasizes relationship development over selling. Listen in for actionable tips, practical advice and more on Behind the Numbers.
About Joleen Jaworski:
Joleen  has been the recipient of the coveted 40 Under 40 award, given annually by the Philadelphia Business Journal as well as the Brava Women in Business award presented by SmartCEO Magazine. She was also  honored by The Legacy Treatment Foundation for her contributions to the community. BCA is a three-time recipient of the Philly100, honoring the fastest growing companies in the region.
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!
 
 
 

Using Social Media to Grow Your Business - Amanda Kohal

Join us in this episode of "Behind the Numbers" as our host, Dave Bookbinder, engages in a discussion with Amanda Kohal, founder and digital strategist of The Wolfe Co. This episode explores the strategic utilization of social media in broadening businesses and attracting new customers.
In their in-depth conversation, Kohal explains why selecting the appropriate social media platforms is crucial, delving into the unique algorithms of leading platforms. She lauds TikTok for its potential to achieve incredible organic reach and visibility, stating that "About 85 to 90% of whatever you're posting to TikTok gets seen by people who are not following you".
Moreover, Kohal introduces her innovative concept - 'InstaSite', an approach aiming to optimize social media efforts while expanding reach and engaging potential buyers. She underscores the fact that different social platforms serve different purposes, some perfect for discovery and growth, others for nurturing and conversions.
Lastly, Kohal enlightens listeners about the importance of understanding the shelf life of social media content, the power of discovery platforms like TikTok and LinkedIn, and the significance of combining personal branding with business promotion for audience engagement. This episode unveils key insights into using social media platforms effectively for business growth, with a special focus on InstaSite in attracting Generation Z and Millennials.
Listen to this episode for Amanda’s expert insights on navigating the social media landscape to stay ahead in the business game. An episode that any business leader or owner seeking to harness the power of social media should not miss!
About Amanda Kohal:
Founder and Digital Strategist of The Wolfe Co. and creator of The Original InstasiteTM, Amanda provides business owners with access to reputable resources, community connections and trusted guidance/education to start converting on social.
After working as a brand marketing manager in corporate, Amanda ventured on her own took her love of digital marketing and ran with it. From helping clients earn $10k from just 2 Instagram stories, $77k from one DM and $28K social media launches, Amanda has turned many personal brands and service-based businesses into cash cows.
Her efforts have awarded her two RBC + Women of Influence nominations and a Bronze in the 2019 Canadian Marketing Associate awards in the Customer Experience category.
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!

Cash is King, So Stop Treating it Like a Second-Class Citizen - David Safeer

On this episode of Behind the Numbers., we dive deep into the intricate world of financial management, focusing specifically on cash flow intricacies. We are delighted to host David Safeer, the creator of the Cash is Clear learning system, and a seasoned businessman with extensive experience in Fortune 50 and Fortune 100 companies.
Drawing on his career in business and consulting, David shares valuable insights from his transformative Cash is Clear program. He sheds light on common misconceptions related to cash flow and how it profoundly affects the sales, marketing, and operational aspects of a business. The discussion is especially enlightening for small businesses navigating their transition into larger operations which often presents challenges in managing cash flow.
In addition to identifying the problems, Safeer also suggests practical solutions. He underscores the need for robust systems to manage cash flow effectively, challenging the typical emphasis on measuring success through profit and sales. Safeer suggests a different perspective, advocating for efficient cash flow systems as the foundational backbone of a successful business model.
This episode extends beyond basic financial management principles and touches on the vital aspect of mindset shift in handling cash flow. While many businesses focus on past financial records, Safeer advises on the necessity to anticipate and strategize for future financial decisions. He discusses the typical errors businesses make and emphasizes the need for a forward-thinking approach, underlining the role of the 5M model - Mindset, Modeling, Management, Mentoring, and Maximizing - in impacting cash flow positively.
Safeer explores the often-overlooked role of accountants in cash flow management, suggesting that they should not just report but proactively manage cash flow. He wraps up the episode by reiterating the importance of changing business mindsets to achieve a healthier financial state and extends an invite to struggling businesses to seek help and strategies for becoming more cash flow positive.
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!

Unleashing Your Influence and Confidence - Denise Yosafat

Join us in this power-packed episode of 'Behind the Numbers,' where we explore authoritative leadership and executive presence with Denise Yosafat, Founder and President of Choice Executive Solutions. Denise untangles the integral elements of a commanding executive presence - Composure, Communication, and Confidence, and addresses how these aid in captivation and influence within and beyond the organization.
Denise debunks prevalent misconceptions about executive presence and emphasizes the significant role of self-confidence in your competencies. She also sheds light on scenarios where accomplished leaders grapple with self-assurance in formal environments and offers solutions on reinforcing confidence, mitigating negative self-perception, and enhancing effective self-presentation.
Drawing from a treasure trove of anecdotes and practical advice from her successful stint as an executive coach, this episode is a must-listen for leaders seeking to elevate their professional outlook. Tune into 'Behind the Numbers' for a compelling discourse on executive presence and leadership, sponsored by Haefele Flanagan.
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!
 

Break The Rules to Grow Your Business - Kathy Walterhouse

On this episode of Behind the Numbers, we uncover the unconventional business approach of professional rule breaking! Join us as we decipher this unique strategy with Kathy Walterhouse, a professional rule breaker and host of the Professional Rule Breaker podcast. Learn how breaking from the norm doesn't mean breaking laws, instead it's about challenging conventional wisdom and disrupting the status quo.
Through Kathy's unique approach, paralleled with Elon Musk’s disruption of the auto industry, she has found stunning success in her sales career, selling close to a billion dollars. In our discussions, Kathy dives deep into the importance of maintaining a strong mindset, overcoming doubts and fears, dealing with imposter syndrome, and centering the focus on the customer for utmost success in sales.
Kathy lays emphasis on the principle of selling in the same way you'd like to be sold to. Pushing stereotypes aside, she introduces the idea of selling as a noble act of helping others, removing their pains, and guiding them towards success. As Kathy points out, when customers succeed, so does the business. Also, learn about Kathy’s 'connection campaign'- a unique way to engage customers at a personal level for more meaningful connections.
To wrap up, Kathy encourages us to dare to break the norm and to always remain brave and authentic. According to her, every individual carries the potential to make a significant difference. Don't miss out on this enlightening episode of Behind the Numbers, where we explore how professional rule breaking can lead to unprecedented success in sales and business.
About our guest:
Kathy Walterhouse has been named Top 20 Business Coach to look out for in Disrupter Magazine. She is an ex- corporate sales expert having sold close to a billion dollars. After being asked numerous times how she did it Kathy realized there was a real need to help entrepreneurs find success in their marketing and sales. She has her own methodology of success. One of her pillars of success is being authentic and having the philosophy of drawing outside the lines, not following what is expected .....in essence being a rule breaker.
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!
 
 

Valuation: More Than Just a Number - Ken May & Dave Bookbinder

Your business is your largest asset and perhaps also your largest emotional investment but do you know what your business is worth?
In this episode, we’re discussing business valuation with two experts in the valuation profession. 
Go Behind The Numbers with Ken May, Partner at Haefele Flanagan and Dave Bookbinder, Executive Director of Valuation Services at Haefele Flanagan.
Ken is a CPA and Certified Valuation Analyst. He leads the consulting practice at Haefele Flanagan and also has a diverse public accounting background. He provides accounting and assurance, tax, consulting, litigation, and business valuation services to clientele. Ken’s industry exposure includes transportation, financing, manufacturing, distribution, service, and health industries. He also serves as treasurer for the Southern New Jersey Chapter of the Risk Management Association.
In this episode we’re discussing the many reasons why companies need a business valuation; valuation methodologies and techniques, mistakes that can be avoided; how knowing the value of your business can save you money; and more!
The article about EBITDA mentioned in the conversation can be found here: https://bit.ly/3CH5AQA
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
Dave Bookbinder is Executive Director of Valuation Services at Haefele Flanagan. He’s a corporate finance executive with a focus on business and intellectual property valuation and the person that clients reach out to when they need to know what their most important assets are wort. 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!

How to Build a Business Plan - Brandon White

Join Dave Bookbinder as he gets up close with Brandon White, an entrepreneur, author of  Back of the Napkin to... Business Plan in 11 Slides, and radio host, in this illuminating episode of Behind the Numbers. Learn about Brandon's journey from the confusion he faced post-college to his triumphant stride into the world of entrepreneurship. Trace his steps to success as he used the internet to his advantage, built a digital magazine, and successfully raised funds from venture capitalists.
Listen to Brandon tell the tale of his run-ins as an entrepreneur including his dramatic encounter with a venture capitalist that facilitated a million dollars boost to his digital magazine. Discover how his innovative mindset and determination led to his company being sold to a large public media organization based in Canada. Aside from his entrepreneurial exploits, learn about his experiences as a venture capitalist, a stint at America Online, and his journey to business school.
When it comes to starting or growing a business, having a lucid and robust business plan is critical. Brandon discusses his approach of turning a comprehensive business plan into an easy-to-understand 11-slide presentation. He outlines the various aspects of the business plan, from the elevator pitch to the go-to-market strategy. With valuable insights from his experiences, missteps, customer interactions, and knowledge as an investor and entrepreneur, Brandon is a treasure trove of advice for aspiring and established business owners alike.
Besides dispensing his wealth of knowledge, Brandon is also involved in his recent project, Trevally and hosts the The Brandon White Show. Whether you're starting out with a business idea or seeking ways to expand your existing venture, this episode is brimming with actionable tips that can guide you towards success in business.
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!
 
 

Transforming Business Through Innovation and Inspiration - Rich Kirkpatrick

In this episode of "Behind the Numbers," our host, Dave Bookbinder, engages in a compelling discourse with Rich Kirkpatrick, author of "Mind Blown: Unlock Your Creative Genius by Bridging Science and Magic." Together, they explore the vast landscape where creativity intersects with the corporate universe.
Throughout the conversation, Kirkpatrick shatters the widely held belief that creativity and business live in separate spheres. He emphasizes how leadership and innovation are tied deeply within an extensive, systematic process. We journey with them into the profound phases of creative exploration - discovery, development, and delivery. An impactful dialogue unveils before us, demonstrating how breaking free from conformist constructs and tapping into the realm of imagination can stimulate creativity in business.
Kirkpatrick provides invaluable insights into the captivating interplay between science and magic within creativity. He highlights the transformative power that creativity can invoke when effectively integrated into business. He deciphers the importance of empathy, vision, and intentionality in fostering a culture of innovation, pointing out that embracing creativity can lead business leaders towards exceptional growth and profitability.
We conclude with Rich's invaluable advice aimed at nurturing creativity in personal and professional settings. Whether it's understanding which facet of creativity they lean towards - the 'robot' or the 'wizard' - or even discovering the lessons from the opposite style, viewers are sure to glean a wealth of knowledge. This riveting episode is a treasure-trove for anyone looking to channel their creative genius for personal & professional advancement. Prepare to transform your business approach through the power of innovation and inspiration.
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!
 

Creating a Saleable Business – Jim Haefele

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!