Maximize Business Value Podcast

In this week’s episode of "Maximize Business Value," Dave Casey meets with Neil Katz to discuss the role of an HR partnership for your company. Neil Katz is the President and CEO of Exceptional HR Solutions . To learn more about Neil, visit his LinkedIn and check out the Exceptional HR Solutions Website .  Tune in weekly to hear more from Mastery Partners and to receive relevant key cont...

In this week’s episode of "Maximize Business Value," Dave Casey continues his discussion with Rick Hopper, Serial entrepreneur, Founder of ReadeREST, Shark Tank Winner, and Executive Director of Biz Owners Ed, a nonprofit serving the entrepreneur community in the DFW area. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing...

In this week’s episode of "Maximize Business Value," Dave Casey meets with Rick Hopper, a Serial entrepreneur, Founder of ReadeREST, Shark Tank Winner, and Executive Director of Biz Owners Ed, a nonprofit serving the entrepreneur community in the DFW area. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business val...

In this week’s episode of "Maximize Business Value," Dave Casey discusses how to turn obstacles into opportunities during your sale. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value! #maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneurs Learn More about Dave Casey Dave Case...

In this week’s episode of "Maximize Business Value," Dave Casey continues his discussion about the sales process with Darren Williams. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value! Listen to part one on YouTube here .  #maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneu...

In this week’s episode of "Maximize Business Value," Dave Casey discusses the sales process with Darren Williams. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value! #maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneurs Learn More about Dave Casey Dave Casey is a seasoned bus...

In this week’s episode of "Maximize Business Value," Dave Casey introduces Jeff Sandene, President of Sandene Strategies LLC. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!  #maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneurs Learn More about Dave Casey Dave Casey is a...

In this week’s episode of "Maximize Business Value," Darren Williams continues his conversation with Christian Landers about EOS. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value! Part one of this podcast can be found at the following link: https://youtu.be/QcKUQHOB7VM #maximizebusinessvalue #maximizeb...

In this week’s episode of "Maximize Business Value," Darren introduces EOS Implementer Christian Landers. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value! Part two of this podcast will be released next week!  #maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneurs Learn more...

In this week’s episode of "Maximize Business Value," Terry Chevalier introduces an expert in the telecommunications Industry, Dee Herman. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!  #maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneurs Learn more about Terry Chevalie...

In this week’s episode of "Maximize Business Value," Tom Bronson introduces one of the three new hosts of the MBV Podcast: Darren Williams, certified Mastery Partner.  Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!  #maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneurs L...

In this week’s episode of "Maximize Business Value," Tom Bronson introduces one of the three new hosts of the MBV Podcast: Terry Chevalier, certified Mastery Partner.  Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!  #maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneurs L...

In this week’s episode of "Maximize Business Value," Tom introduces one of the three new hosts of the MBV Podcast: Dave Casey, certified Mastery Partner.  Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!  #maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneurs Learn More Abo...

 In this week's episode of "Maximize Business Value," Tom dives into the importance of making a great first impression, especially when preparing your business for sale. Learn how the appearance of your facilities and the organization of your data can impact the perceived value of your business. A well-maintained environment doesn’t just attract buyers—it also boosts employee morale...

 In this week’s episode of Maximize Business Value , Tom shares why you should never try to hide issues when selling your business. He explains the importance of full disclosure, using a real-life example of how being upfront about a negative Net Promoter Score saved his company millions of dollars during a sale. Tune in to learn why dealing with the “elephant in the room” can lead to a more succe...

 In this week’s episode of Maximize Business Value , Tom dives into the complexities of taxation, working capital mechanics, and post-close liabilities during a business transition. Learn why it's essential to start planning for taxes far in advance, how working capital requirements work, and why post-close liabilities often stay with the owner. Tom also highlights the importance of involving...

 In this week’s episode of Maximize Business Value , Tom encourages business owners not to be frugal when it comes to investing in their business's future. From business coaches to exit strategists, surrounding yourself with the right people can help uncover blind spots and boost your business’s value. Tune in to hear why making these investments is essential and how they can pay off in the l...

 In this week’s episode of Maximize Business Value , Tom explores the benefits of becoming an avid reader and how reading business books can be just as valuable as getting an MBA. He shares his personal reading habits, how he integrates audiobooks into his daily routine, and why learning from the experiences of others can accelerate your success. Tune in to discover how reading can transform your...

 In this week's episode of "Maximize Business Value," Tom addresses the difficult but essential task of documenting and sharing your business living-will. What would happen to your business if something unexpected happened to you? Tom introduces the concept of the "Green Box exercise," a practical approach to ensuring that your business and family are prepared in case of a...

In this week's episode of "Maximize Business Value," Tom discusses the importance of hiring a financial advisor or wealth management firm. Discover why waiting until after you sell your business is too late, and learn how these professionals can help you plan for your future, minimize tax consequences, and preserve your wealth. Tom also highlights the importance of choosing a fiduci...

In this week's episode of "Maximize Business Value," Tom discusses the importance of finding the right M&A advisor, whether it be a broker or an investment banker. He explains their roles in selling a business, compares them to real estate agents, and emphasizes the necessity of thorough research to select a good advisor. Tune in to learn how the right M&A advisor can make a...

In this week's episode of "Maximize Business Value," Tom discusses Chapter 57: "Leverage the Knowledge of Your External CPA." Many business owners make the mistake of only consulting their accountants at tax time. However, a great CPA can serve as a surrogate CFO, offering invaluable advice on tax planning, exit planning, cost savings, and financial issues like cash flow a...

In this week's episode of "Maximize Business Value," Tom discusses the importance of forming a board of advisors or joining an informal board organization. Being a business owner can be isolating, but having a group of trusted advisors can provide invaluable support and insights. Learn how an advisory board differs from a board of directors, the benefits it offers, and the various p...

In this week's episode of "Maximize Business Value," Tom explores Chapter 55: "When Times are Good, Invest a Little." Discover why it's crucial to invest in your business during prosperous times by bringing in experts and advisors for an objective review. Learn how fractional executives can provide the guidance you need, especially if your business isn't large en...

In this episode of "Maximize Business Value," Tom discusses the importance of eliminating owner dependency to increase business valuation. Learn how to transition from being an operator to an investor by documenting processes, training your team, and testing your business’s independence. Discover why making yourself expendable is the key to a more valuable and sustainable business. Maste...