Maximize Business Value Podcast
Business & Finance
About
A podcast for business owners passionate about building long-term, sustainable value in their businesses - and ultimately transitioning on their terms. Mastery Partners Certified Partners host the Maximize Business Value Podcast: Tom Bronson, Dave Casey, Amy Morin, David Brown, Mark King, Scott Couchenour, Gil Bean, and Terry Chevalier. Mastery Partners equips business owners to maximize business value so that they can transition on their terms. Check us out at masterypartners.com.
Episodes
- Build a Team That Runs Without You (#283)
Gil Bean and Scott Couchenour join host Kim Benson on the Maximize Business Value Podcast to discuss building a scalable organizational structure. They emphasize defining functions, accountability, and decision flow for a business to opera…
- Leadership Team as a Value Driver (#282)
Host Kim Bentson speaks with Scott Couchenour and Gil Bean about how a leadership team
- People Are Your Profit: Transform Your Biggest Expense Into Your Biggest Asset (#281)
Dave Casey hosts Mark Mitford on Maximize Business Value Podcast to discuss how HR can become a strategic profit center. Mitford covers succession planning and leadership development, drawing from his book "People Are Your Profit."
- A Business Owner’s First TRA Experience (#280)
Host Kim Bentson and guest Dave Casey discuss the Transition Readiness Assessment (TRA) on the Maximize Business Value Podcast. They explain what the TRA is, what a low score might mean, and how to use the assessment results to prepare for…
- What Your Financials Reveal About Readiness (#279)
This episode of the Maximize Business Value Podcast, hosted by Kim Bentson and featuring guest Dave Casey, discusses what buyers examine in a business's financials to assess readiness for sale. It covers identifying "financial leaks" that…
- Are You Running a Business or a Job? (#278)
Dave Casey, Gil Bean, and Scott Couchenour discuss the "Owner Trap" on the Maximize Business Value Podcast. They explain how being the "hero" and solving every problem can kill a company's value during an exit, and offer strategies to cate…
- Business Operating Systems Compared; EOS and Great Game of Business (#277)
This episode of Maximize Business Value Podcast features Dave Casey, Amy Morin, and David Brown discussing the importance of business operating systems for business exits. They compare EOS and The Great Game of Business.
- Addressing Family Dynamics in Business Succession - Part Two (#276)
This episode, part two of a discussion with Amy Morin and Amy Wirtz, concludes their conversation on the significance of addressing family dynamics within business succession planning. Amy Morin is a business growth coach with experience i…
- Addressing Family Dynamics in Business Succession - Part One (#275)
Amy Wirtz, from The Family Business Consulting Group, joins host Amy Morrin on the Maximize Business Value Podcast to discuss the critical role of family dynamics in business succession. The conversation covers establishing family offices,…
- The Science of Certainty: Who Should Actually Value Your Business? - Part Two (#274)
In part two of "The Science of Certainty: Who Should Actually Value Your Business?", Amy Morin and Ralph Gigliotti explain the difference between a "good" and a "valuable" business. The discussion offers strategies for enhancing a company'…
- The Science of Certainty: Who Should Actually Value Your Business? - Part One (#273)
Amy Morin and Ralph Gigliotti discuss key drivers of enterprise value, such as reducing owner dependency and customer concentration. They explain the necessity of a formal business appraisal 5-7 years before an exit to improve a company's…
- The "People First" Philosophy: Boosting Value with Trust and Honesty - Part Two (#272)
In this episode, Amy Morin and Jonathan Reynolds conclude their two-part discussion on building high-performing teams. They explore the importance of peer accountability and provide a definition for a toxic boss.
- The "People First" Philosophy: Boosting Value with Trust and Honesty - Part One (#271)
In this episode of the Maximize Business Podcast, host Amy Morin speaks with Jonathan Reynolds, CEO of Titus Talent Strategies. They discuss the "People First" philosophy, focusing on how trust and honesty contribute to building long-term,…
- Building a Legacy: Is Employee Stock Ownership the Right Choice? - Part Two (#270)
This episode, part two of a discussion on Employee Stock Ownership Plans (ESOPs), delves into the practical aspects of achieving a high-value business exit while maintaining a commitment to employees. It explores how ESOPs can foster long-…
- Building a Legacy: Is Employee Stock Ownership the Right Choice? - Part One (#269)
In episode #269 of the Maximize Business Value Podcast, host Scott Couchenour interviews Wayne Witmer, President and CEO of Harman Construction. They explore the strategic benefits of Employee Stock Ownership Plans (ESOPs) and discuss whet…
- Simplifying Business Strategies for Tax-Efficient Exits - Part Two (#268)
In the second part of this discussion, Amy Morin and guest Dawn Hryshko focus on executing tax-efficient business exits. Dawn Hryshko, a CPA and Certified Exit Planning Advisor, explains specific tax structures and strategic operations to…
- Simplifying Business Strategies for Tax-Efficient Exits - Part One (#267)
In this episode of Maximize Business Value, host Amy Morin talks with Dawn Hryshko, Co-Founder and CEO of The Exit Planning Team. They cover simplifying tax structures and business strategies for business owners looking to exit their compa…
- Due Diligence Ready: Building Financial Systems That Attract Premium Buyers (#266)
Amy Morin hosts Nicole Rose Yen on Maximize Business Value Podcast to discuss strategic due diligence and financial systems for business sales. They cover how to prepare a business to attract buyers and achieve a successful exit, noting th…
- How Scalable is Your Talent? Part Two (#265)
In the second part of their discussion on "Maximize Business Value," Dave Casey and Melanie Shaffer, President and Founder of Talent Suite, conclude their conversation on scaling talent. Melanie Shaffer explains the solutions her company p…
- How Scalable is Your Talent? Part One (#264)
Dave Casey speaks with Melanie Shaffer, President and Founder of Talent Suite, about removing barriers that prevent leaders from maximizing their people's potential. Shaffer's firm helps businesses grow by providing solutions for hiring, d…
- Company Culture: The Servant Leadership Model - Part Two (#263)
In Part Two of this series on company culture and business value, host Dave Casey and guest Brad Stevens, CEO of Level-C Solutions, discuss the servant leadership model. They explore the recruiting and staffing industry, strategic workforc…
- Company Culture: The Servant Leadership Model - Part One (#262)
Dave Casey interviews Brad Stevens, President and CEO of Level-C Solutions, on the Maximize Business Value podcast. They discuss the critical role of people in a company and how servant leadership can be a driver of strategic growth, drawi…
- Diligence Decoded: The Buyer's Guide to Risk and Reward - Part Two (#261)
In the second part of this episode, M&A expert John Gorbutt and Dave Casey discuss securing and preserving value during the due diligence stage of the acquisition process. Gorbutt shares insights from his extensive experience in mergers an…
- Diligence Decoded: The Buyer's Guide to Risk and Reward - Part One (#260)
Dave Casey hosts M&A expert John Gorbutt on "Maximize Business Value" to discuss the acquisition process from the buyer’s viewpoint. Gorbutt, who has over 45 years of experience and has been involved in over 75 mergers and acquisitions, hi…
- Meet Mastery Partner: Gil Bean - Part Two (#259)
In episode 259 of the Maximize Business Value Podcast, Dave Casey talks with Gil Bean, the new host. The discussion covers business value, exit planning, and the challenges business owners face during transitions, noting that 83% of attemp…
- Meet Mastery Partner: Gil Bean - Part One (#258)
In this episode of "Maximize Business Value," Dave Casey introduces Gil Bean as the new podcast host. Gil Bean is a Certified Exit Planning Advisor specializing in wealth preservation and successful business transitions, with a background…
- Strategic Planning for Business Owners - Part Two (#257)
This episode continues the discussion between Dave Casey and Terry Chevalier on strategic planning for business owners. Terry Chevalier, founder of Sunstone Associates, and Dave Casey, an experienced business owner, share insights on busin…
- Strategic Planning for Business Owners - Part One (#256)
Dave Casey interviews Terry Chevalier, Founder and Managing Director of Sunstone Associates, on strategic planning for business exit. The episode highlights that 83% of business transitions fail and discusses Mastery Partners' mission to h…
- Meet Mastery Partner: Scott Couchenour (#255)
Scott Couchenour is introduced as the new host of The Maximize Business Value Podcast. The episode details Scott's work as a life and business coach for owners in their 40s and 50s, and also provides background on Dave Casey's expertise in…
- Holding your Revenue Drivers Accountable - Part Two (#254)
Dave Casey and Chris Goade conclude their two-part series on accountability. They discuss leadership strategies to foster a culture of accountability and ensure consistent achievement of revenue targets.
- Holding your Revenue Drivers Accountable - Part One (#253)
In part one of a two-part series, Dave Casey and Chris Goade introduce leadership strategies for building a culture of accountability and achieving revenue goals on The Maximize Business Value Podcast.
- Meet Mastery Partner: Amy Morin (#252)
Amy Morin is introduced as the new host of the Maximize Business Value Podcast by Dave Casey. Morin is an entrepreneur and Business Growth Coach with experience as a Certified EOS Implementer®, Outgrow Sales Advisor, and Certified Exit Pla…
- Meet Mastery Partner: Mark King - Part 2 (#251)
This episode features the second part of a series with Mark King on The Maximize Business Value Podcast, hosted by Dave Casey. King shares final insights for business owners, building on a discussion about achieving a successful business e…
- Meet Mastery Partner: Mark King - Part 1 (#250)
Dave Casey introduces Mark King as the new host of The Maximize Business Value Podcast. This episode is the first part of a two-part introduction to Mark King, highlighting his extensive experience in corporate leadership and strategic adv…
- Meet Mastery Partner: David Brown - Part Two (#249)
In Part Two of a special series, David Brown, the new host of the Maximize Business Value Podcast and a Certified Partner with Mastery Partners, continues his conversation with Dave Casey. They explore Brown's career journey, leadership ph…
- Meet Mastery Partner: David Brown - Part One (#248)
Dave Casey introduces David Brown as the new co-host of the Maximize Business Value Podcast in episode #248, the first of a two-part introduction.
- Multigenerational Communications - Part Two (#247)
Dave Casey and Scott Schilling discuss leading multigenerational communications in the second part of a two-part series on The Maximize Business Value Podcast. They share insights based on their expertise in organizational behavior and sal…
- Multigenerational Communications - Part One (#246)
Dave Casey and Scott Schilling discuss leading multigenerational communications in the first part of a two-part series on The Maximize Business Value Podcast. They share insights based on their expertise in organizational behavior and sale…
- Reset your Company with EOS - Part Two (#245)
In part two of this series on the Maximize Business Value Podcast, Jim Brewer and Dave Casey discuss the Entrepreneurial Operating System (EOS). Casey, an expert in organizational behavior, emphasizes building secure, scalable, and transfe…
- Reset your Company with EOS - Part One (#244)
Jim Brewer and Dave Casey discuss the value of an entrepreneurial operating system (EOS) on the Maximize Business Value Podcast. This episode is the first part of a two-part series exploring the impact of EOS.
- The E-Word Business Owners Avoid (#243)
Tom Bronson of Mastery Partners discusses the "E Word" that business owners often avoid, focusing on strategies to maximize business value and achieve a successful exit. Mastery Partners aims to improve the low success rate of business tra…
- The Power Exit: Selling on Your Terms (#242)
Jeremy Furtick, Co-Founder of NorthStar Mergers & Acquisitions, and Dave Casey, partner at Mastery Partners, discuss the process and importance of selling a business. They highlight that only 17% of businesses achieve a successful exit.
- Tackling Owner Dependency - Part Two (#241)
In this episode, Dave Casey and Tom Bronson continue their discussion on owner dependency, which is part two of a two-part series. They cover strategies for maximizing business value and achieving successful business transitions. Links to…
- Tackling Owner Dependency - Part One (#240)
In this episode of Maximize Business Value Podcast, Dave Casey and Tom Bronson begin a two-part series on owner dependency. They discuss the impact of this topic on business owners. Tom Bronson is the founder of Mastery Partners, and Dave…
- The Value of Succession Planning (#239)
Dave Casey speaks with Terry Chevalier, Founder and Managing Director of Sunstone Associates, about succession planning and leadership. Chevalier brings over 25 years of executive experience, including work with Bain & Company and signific…
- Budget or Backbone? Why HR Deserves a Seat at the Table (#238)
Dave Casey interviews Neil Katz, CEO of Exceptional HR Solutions, on the strategic role of HR in business. They discuss how HR partnership contributes to a company
- Moving the Needle on Small Business - Part 2 (#237)
In this episode of Maximize Business Value, Dave Casey and Rick Hopper continue their conversation on small business growth. Rick Hopper, founder of ReadeREST and Shark Tank winner, shares insights from his entrepreneurial journey and his…
- Moving the Needle on Small Business - Part One (#236)
In this episode of "Maximize Business Value," Dave Casey speaks with Rick Hopper, founder of ReadeREST and Executive Director of Biz Owners Ed. They discuss building business value and Hopper
- How Do I Sell Something that I Spent 20 Years Building? (#235)
In this episode of Maximize Business Value, Dave Casey covers how to navigate the sale of a business built over two decades, focusing on transforming challenges into advantages. The discussion highlights Mastery Partners' methodology for e…
- The Sales Process & TRA Assessment - Part Two (#234)
Dave Casey and Darren Williams continue their discussion on the sales process and TRA Assessment in episode #234 of the Maximize Business Value Podcast. They focus on building business value to achieve a successful exit, noting that 83% of…