Improving your Retirement with a Dynamic Financial Plan (#232)

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 #PodcastForEntrepreneursLearn More about Dave CaseyDave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn’t just profitable—it’s secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he’s committed to helping owners build lasting legacies.Learn More about Jeff Sandene Since 1996, Jeff Sandene has built lasting relationships with executives, business owners, and their families by listening attentively to their personal, business, and financial goals. Jeff is known for implementing strategies objectively, with integrity and with diligence. He strives to help his clients grow and preserve their wealth by creating comprehensive financial plans and professional investment portfolios.Sandene's core philosophies for planning and investing are heavily influenced by evidence-based investing and behavioral economics.  Jeff makes decisions based on facts, not emotions or hype, with an intense focus on risk management. Jeff believes that a secure financial future requires discipline, hard work, and a long-term perspective.  He has applied those attributes towards completing over 20 marathons, including four Boston Marathons. In addition to achieving the Certified Financial Planner® (CFP®) designation, Jeff also earned an MBA in Finance from The University of Texas at Dallas, as well as the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from The American CollegeMastery PartnersElevating Businesses to Achieve The Business Owner’s Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit.Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner’s definition of his or her dream exit.  Mastery has developed a 4-Step Process to help business owners achieve their dreams.STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey!CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.