Behind The Numbers With Dave Bookbinder

Today we’re discussing the value that people contribute to an organization from the lens of private equity investing. Dave Bookbinder goes Behind The Numbers with Claire Chandler, President & Founder of Talent Boost. In this episode, Claire shares her insights from helping private equity firms to maximize the value of their investments by leveraging a key intangible asset; people.  Claire also...

Today’s guest explains says that “IP is everywhere” – it’s up to the business owner to identify and leverage it. Dave Bookbinder goes Behind The Numbers with Nicole Galli, Managing Member at ND Galli Law. In this episode, Nicole tells us that many business owners are not aware that they have intellectual property (“IP”). She goes on to highlight some types of IP, and how to protect it. About the H...

Today’s guest explains how companies can move into the digital world and forge a deeper connection to the customer. Dave Bookbinder goes Behind The Numbers with Mike Provance, CEO of 3x3. In this episode, Mike shares his experience in helping brands in utilizing predictive marketing to better understand and add value to their customers. Spoiler alert: value = creating great experiences. About the...

If you’re looking to put your financial house in order and prepare a plan for your future, today’s guest has some great insights for you. Dave Bookbinder goes Behind The Numbers with Scott Inglis, Regional Director at Carnegie Investment Counsel. In this episode, Scott de-mystifies crypto / bitcoin, explains the merits of a diversified investment portfolio and a comparison of index funds vs. activ...

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 t...

Today’s guest tells us how to live the life of our choosing; unapologetically and bravely. Dave Bookbinder goes Behind The Numbers with Eliza Van Cort, author of A Woman’s Guide to Claiming Space. In this episode, Eliza Van Cort shares her inspiration for writing what has been described as one of the top 21 business books to read in 2021. She shares advice for avoiding “anti-mentors,” how to avoid...

Anything that fosters collaboration and communication in an organization can’t be a bad thing. But did you ever consider software as a driver of collaboration? Dave Bookbinder goes Behind The Numbers with Dave Mangot, Founder and CEO of Mangoteque. In this episode, Dave tells us how DevOps is a cultural phenomenon that is driving collaboration in companies. He explains why every company “is a soft...

As a consumer, we are always on the receiving end of a customer service experience; sometimes good and sometimes… well… not-so-good. For the business, the customer experience needs to be a strategic imperative. Dave Bookbinder goes Behind The Numbers with Mohamed Latib, Founder and CEO of CX University and PX Academy. In this episode, Mohamed shares his knowledge around customer experience (“CX”)...

Today we’re discussing the business of real estate investment with the head of a leading private equity firm. Dave Bookbinder goes Behind The Numbers David Hansel, Managing Partner, Lucern Capital Partners. In this episode, David explains the concept of ‘value-added’ real estate investing and what a savvy investor looks for in identifying opportunities. David also shares his leadership philosophy...

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...

If you’re a CFO, an aspiring CFO, or just working in the finance space, what you do and how you do it is constantly evolving. Today we’re discussing what finance leaders need to do to stay ahead of the curve. Dave Bookbinder goes Behind The Numbers with Steve Rosvold, Founder and CEO of CFO.University . In this episode, Steve shares his insights on the leading-edge issues and challenges that finan...

Wouldn’t it be great if your business didn’t need to go looking for new clients or customers? What if they all came looking for you instead?  Today’s guest shares how to make this a reality and how to sell without closing. Dave Bookbinder goes Behind The Numbers with Terri Levine, Founder and Creator of Heartrepreneur. Terri is also the author of 47 books! In this episode, Terri explains the conce...

Today’s guest offers key takeaways for businesses in the early stages through their scaling into later stage established companies. Dave Bookbinder goes Behind The Numbers with John Pennett, Partner in Charge of Technology & Life Science Practice at EisnerAmper. In this episode, John shares his insights regarding innovation, differentiation and attracting investors. He also shares the challenges a...

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 lea...

Today’s guest lends perspectives as an experienced commercial banker and wealth manager. Dave Bookbinder goes Behind The Numbers with Sal Patti, Senior Vice President at WSFS Bank and Chairman of the Philadelphia Industrial Development Corporation (PIDC). In this episode, Sal shares his insights regarding how an infinite mindset can drive employee engagement and business performance; and what are...

It’s no secret that the global pandemic has devastated many businesses. My guest today discusses relief for those affected. Dave Bookbinder goes Behind The Numbers with Andrew Finkle, Partner at Marcum LLP. Andrew serves as a leader in the National Tax Office Services Group, the National Private Equity Industry Group and Transaction Advisory Services Team at Marcum. In this episode, Andrew discuss...

In this episode of Behind the Numbers, host Dave Bookbinder sits down with Bob Burg, co-author of The Go-Giver, to explore how a mindset of giving can drive business and personal success. They discuss key principles from the book, including: ✅ The Law of Value – Why delivering more value than you receive in payment leads to long-term success. ✅ The Law of Receptivity – How being open to receivin...

Today’s guest helps us to understand the healthcare system from an investor’s lens. Dave Bookbinder goes Behind The Numbers with Michael Coppa, Healthcare Partner at RSM. In this episode, Mike sheds light on how healthcare providers get paid and the underlying economics of the healthcare system for investors. Check out more of Behind The Numbers on YouTube Behind The Numbers is available wherever...

People don’t care how much you know until they know how much you care. When you’re leading a team into battle, either literally or figuratively, a successful outcome is dependent upon the quality of the leadership. Dave Bookbinder goes Behind The Numbers with Daniel Harris, CEO of Muddy Boots Leadership and author of On Guard: The Four Pillars of Leadership . In this episode, Dan explains the four...

Getting “back to work” has a lot of implications for employees returning to the workplace. Are you ready to get back into the office? Dave Bookbinder goes Behind The Numbers with Brett Trembly, Managing Partner at Trembly Law Firm. In this episode, Brett offers advice for how businesses can get “back to work” and what that means with regard to management’s role in creating a safe workplace for emp...

Today’s guest is a former CEO who started a private equity firm to help companies get investment capital and create a successful exit. Dave Bookbinder goes Behind The Numbers with Bill Wilkins, Managing Partner, MSI Capital Partners. In this episode, Bill offers advice for sellers to get a “second bite of the apple” and why “EBITDAC” is the new key financial metric for valuation. Check out more of...

Data privacy and security is always a priority, for businesses as well as individuals. With so many people working from home and conducting business on personal devices, the lines around employee privacy are getting blurred. Dave Bookbinder goes Behind The Numbers with Rebecca Rakoski and Jordan Fischer, Managing Partners at XPAN Law Group. In this episode, Jordan and Rebecca share their insights...

Building an investment portfolio can be a complicated process. With so many investment choices and investment styles, how do you know where to put your money?  My guest today is one of the best in the business, and he answers that question and more.  You’ve seen him on CNBC, Fox Business and Bloomberg TV and today he’s going Behind The Numbers to go deeper than he typically has time to do on his o...

Leadership is a topic that always resonates and it’s fascinating when leadership principles come from “non-traditional” sources. Dave Bookbinder goes Behind The Numbers with Captain Joe Sacchetti, author of Guts, Smarts and Love: Live Your Life The Army Ranger Way.  (Get it here: https://amzn.to/2SMuJCG ) In this episode, Captain Joe shares business and leadership insights learned through his expe...

Your brand is your identity.  More than a logo or color palette, my guest says that the brand should align with your mission because every brand is a “movement.” Dave Bookbinder goes Behind The Numbers with Emily Soccorsy, CEO of Root and River. In this episode, Emily shares insights on how to align the corporate brand with the mission and values of an organization, to attract the ideal customers....