All Episodes

Build a Team That Runs Without You (#283)

Leadership Team as a Value Driver (#282)

People Are Your Profit: Transform Your Biggest Expense Into Your Biggest Asset (#281)

A Business Owner’s First TRA Experience (#280)

What Your Financials Reveal About Readiness (#279)

Are You Running a Business or a Job? (#278)

Business Operating Systems Compared; EOS and Great Game of Business (#277)

Addressing Family Dynamics in Business Succession - Part Two (#276)

Addressing Family Dynamics in Business Succession - Part One (#275)

The Science of Certainty: Who Should Actually Value Your Business? - Part Two (#274)

The Science of Certainty: Who Should Actually Value Your Business? - Part One (#273)

The "People First" Philosophy: Boosting Value with Trust and Honesty - Part Two (#272)

The "People First" Philosophy: Boosting Value with Trust and Honesty - Part One (#271)

Building a Legacy: Is Employee Stock Ownership the Right Choice? - Part Two (#270)

Building a Legacy: Is Employee Stock Ownership the Right Choice? - Part One (#269)

Simplifying Business Strategies for Tax-Efficient Exits - Part Two (#268)

Simplifying Business Strategies for Tax-Efficient Exits - Part One (#267)

Due Diligence Ready: Building Financial Systems That Attract Premium Buyers (#266)

How Scalable is Your Talent? Part Two (#265)

How Scalable is Your Talent? Part One (#264)

Company Culture: The Servant Leadership Model - Part Two (#263)

Company Culture: The Servant Leadership Model - Part One (#262)

Diligence Decoded: The Buyer's Guide to Risk and Reward - Part Two (#261)

Diligence Decoded: The Buyer's Guide to Risk and Reward - Part One (#260)

Meet Mastery Partner: Gil Bean - Part Two (#259)

Meet Mastery Partner: Gil Bean - Part One (#258)

Strategic Planning for Business Owners - Part Two (#257)

Strategic Planning for Business Owners - Part One (#256)

Meet Mastery Partner: Scott Couchenour (#255)

Holding your Revenue Drivers Accountable - Part Two (#254)

Holding your Revenue Drivers Accountable - Part One (#253)

Meet Mastery Partner: Amy Morin (#252)

Meet Mastery Partner: Mark King - Part 2 (#251)

Meet Mastery Partner: Mark King - Part 1 (#250)

Meet Mastery Partner: David Brown - Part Two (#249)

Meet Mastery Partner: David Brown - Part One (#248)

Multigenerational Communications - Part Two (#247)

Multigenerational Communications - Part One (#246)

Reset your Company with EOS - Part Two (#245)

Reset your Company with EOS - Part One (#244)

The E-Word Business Owners Avoid (#243)

The Power Exit: Selling on Your Terms (#242)

Tackling Owner Dependency - Part Two (#241)

Tackling Owner Dependency - Part One (#240)

The Value of Succession Planning (#239)

Budget or Backbone? Why HR Deserves a Seat at the Table (#238)

Moving the Needle on Small Business - Part 2 (#237)

Moving the Needle on Small Business - Part One (#236)

How Do I Sell Something that I Spent 20 Years Building? (#235)

The Sales Process & TRA Assessment - Part Two (#234)

The Sales Process & TRA Assessment - Part One (#233)

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

From Operator to Owner 101 - Part Two (#231)

From Operator to Owner 101 - Part One (#230)

Understanding M&A Market Challenges in the Telecommunications Industry (#229)

What it's like to work with one of Mastery Partners Certified Advisors: Darren Williams (#228)

What it's like to work with one of Mastery Partners Certified Advisors: Terry Chevalier (#227)

What it's like to work with one of Mastery Partners Certified Advisors: Dave Casey (#226)

[MBV Playbook] Ch. 65 — Become an Avid Reader (#225)

[MBV Playbook] Ch. 64 — Don’t be Cheap (#224)

[MBV Playbook] Ch. 63 — Understand Taxation, Working Capital Mechanics, and Post-Close Liabilities (#223)

[MBV Playbook] Ch. 62 — Warts and All: When You’re Ready to Sell - Don’t try to hide anything! (#222)

[MBV Playbook] Ch. 61 — Realize You Only Get One Chance to Make a Great First Impression! (#221)

[MBV Playbook] Ch. 60 — Document and Share Your Business Living-Will (#220)

[MBV Playbook] Ch. 59 — Hire a Financial Advisor or Wealth Management Firm (#219)

[MBV Playbook] Ch. 58 — Find the Right M&A Advisor (Broker or Investment Banker) (#218)

[MBV Playbook] Ch. 57 — Leverage the Knowledge of Your External CPA (#217)

[MBV Playbook] Ch. 56 — Eliminate Owner Dependency (#216)

[MBV Playbook] Ch. 55 — When Times are Good, Invest a Little (#215)

[MBV Playbook] Ch. 54 — Eliminate Owner Dependency (#214)

[MBV Playbook] Ch. 53 — Plan For Ownership And Management Transition (#213)

[MBV Playbook] Ch. 52 — Pull the Weeds (#212)

[MBV Playbook] Ch. 51 — Be Proactive About Exit Planning (#211)

[MBV Playbook] Ch. 50 — Go on a Listening Tour of Your Customers (#210)

[MBV Playbook] Ch. 49 — Measure and Monitor Customer Satisfaction (#209)

[MBV Playbook] Ch. 48 — How Eliminating the 'Unprofitables' Can Transform Your Business (#208)

[MBV Playbook] Ch. 47 — Review Gross & Net Profitability Per Customer and Item (#207)

[MBV Playbook] Ch. 46 — Manage Concentration Risk (#206)

[MBV Playbook] Ch. 45 — Know The Product Penetration Rates (#205)

[MBV Playbook] Ch. 44 — Differentiate Your Product or Service (#204)

[MBV Playbook] Ch. 43 — Find Ways To Build Recurring Revenue (#203)

[MBV Playbook] Ch. 42 — Fueling Your Business Growth – Why It Matters (#202)

[MBV Playbook] Ch. 41 — Do Monthly, Random Inventory Cycle Counts (#201)

[MBV Playbook] Ch. 40 — Outsource or Rent Assets Outside of the Core Business (#200)

[MBV Playbook] Ch. 39 — Lease, Rather than Own, Real Estate (#199)

[MBV Playbook] Ch. 38 — Diversify your Suppliers (#198)

[MBV Playbook] Ch. 37 — Mastering the Art of Rightsizing Your Service Providers (#197)

[MBV Playbook] Ch. 36 — Identify and Track Key Performance Indicators (#196)

[MBV Playbook] Ch. 35 — Document Important Processes (#195)

[MBV Playbook] Ch. 34 — Use a Business Operating System (#194)

[MBV Playbook] Ch. 33 — Implement Incentive Plans at Most Levels (#193)

[MBV Playbook] Ch. 32 — Make Employee Safety and Wellbeing a Priority (#192)

[MBV Playbook] Ch. 31 — Cross-Train Employees (#191)

[MBV Playbook] Ch. 30 — Listen to ALL Employees (#190)

[MBV Playbook] Ch. 29 — Don’t Underinvest In Your Human Resources Leader (#189)

[MBV Playbook] Ch. 28 — Make Culture a Priority (#188)

[MBV Playbook] Ch. 27 — Evaluate Your Minority Status (#187)

[MBV Playbook] Ch. 26 — Formalize Documentation (#186)

[MBV Playbook] Ch. 25 — Secure Agreements With Key Employees (#185)

[MBV Playbook] Ch. 24 — Settle Any Outstanding Lawsuits (#184)

[MBV Playbook] Ch. 23 — Hire or Rent a General Counsel (#183)

[MBV Playbook] Ch. 22 — Re-Evaluate Your Tax Status (#182)

[MBV Playbook] Ch. 21 — Execute Buy-Sell Agreements (#181)

[MBV Playbook] Ch. 20 — Address & Institutionalize Any Employee, Family, or Shareholder Issues (#180)

[MBV Playbook] Ch. 19 — Consolidate Ownership (#179)

[MBV Playbook] Ch. 18 — Review Your Corporate Documents (#178)

[MBV Playbook] Ch. 17 — Get a Great Banker (#177)

[MBV Playbook] Ch. 16 — Think About the Timing of Significant Investments (#176)

[MBV Playbook] Ch. 15 — Distribute or Bonus Any Excess Cash (#175)

[MBV Playbook] Ch. 14 — Properly Recognize, Accrue and Relieve Assets & Liabilities (#174)

[MBV Playbook] Ch. 13 — Prepare and Roll a 13-Week Forecast (#173)

[MBV Playbook] Ch. 12 — Share the Budget and Hold Managers Accountable (#172)

[MBV Playbook] Ch. 11 — Budget BEFORE Year End (#171)

[MBV Playbook] Ch. 10 — Don't UNDERinvest in the Financial Team & Systems (#170)

[MBV Playbook] Ch. 9 — Minimize the Different Types of Discretionary Spending (#169)

[MBV Playbook] Ch. 8 — Get Your Financial Statements Audited (#168)

[MBV Playbook] Ch. 7 — Get Your Financial Statements Audited (#167)

[MBV Playbook] Ch.6 — Simplify Your Corporate & Financial Reporting (#166)

Patrick Henry: A Patriotic Salute (#165)

[MBV Playbook] Ch.5 — It's All About Cash Flow! (#164)

[MBV Playbook] Ch.4 — Require Monthly Financial Statements by the 15th (#163)

[MBV Playbook] Ch.3 — Run It Like You'll Own it 20 More Years (#162)

[MBV Playbook] Ch.2 — Know What the Business is Worth! (#161)

[MBV Playbook] Ch.1 — Understand It's An Investment! (#160)

[MBV Playbook Ep. 1] Introduction! (#159)

[BTS SERIES] Tom Bronson - BTS Keynote Pt. 2 (#158)

[BTS SERIES] Tom Bronson - BTS Keynote Pt. 1 (#157)

[BTS SERIES] Dan Vermeire - Your Exit & Finance (#155)

[BTS SERIES] Dr. Nolan Duck - Mergers & Acquisitions (#154)

[BTS SERIES] Ali Nasser - Revisiting The Business Owner's Dilemma (#152)

[BTS SERIES] Guest Tom Bronson - Maximize Business Value! (#151)

[BTS SERIES] Burt Copeland - Due Dilligence (#150)

[BTS SERIES] David Hammer - Things to Know Before You Exit (#149)

[BTS SERIES] Joe English - Exit Options Panel (#148)

[BTS SERIES] Chris Goade & Joe English - Grow or Sell (#147)

[BTS SERIES] Dave Casey - Developing and Using KPIs (#146)

[BTS SERIES] Mark Mitford - Succession Planning (#145)

[BTS SERIES] Susan Fennema - Documenting Processes (#144)

17% Club - A Special BTS Compilation

Heather Steele - Value Building Marketing

Susan Fennema - How To Build a Transferrable Business

Tom Bronson - Business Transitions Summit (#140)

Lindsay Polyak - Employee Retention Credit Scams (#139)

Susan Bryant - Year End Planning Part 2 (#138)

Susan Bryant - Year End Planning (#137)

Guest Host Jim Roddy - Maximize Business Value Playbook (#136)

Zane Tarence - 17 Reasons Your Company Is Not Investment Grade (#135)

Dr. Nolan Duck - Are You Ready To Sell Your Business? (#134)

Ali Nasser - The Business Owner's Dilemma (#133)

Justin Goodbread - Your Baby's Ugly (#132)

Rick Krebs - Sell Your Business by Design (#131)

Julie Keyes - Poised for Exit (#130)

John F. Dini - Exit Map (#129)

Wayne Slavitt - Run it Like You'll Sell It (#128)

Tom Bronson - CEPA Book Club Guest Interview (#127)

Tom Bronson - Avid Reader (#126)

Tom Bronson - Recharge the Batteries - a Labor Day Rant (#125)

Mark Mitford - HR Starter Kit (#124)

Jason Smith - Understanding the Family Office Model (#123)

Amanda Connelly - Executive 360 Assessment (#122)

Melanie Shaffer - Predictive Index (#121)

Brandy Schade - CliftonStrengths (#120)

Julie Chance - DISC Analysis (#119)

Stanton Williams - Culture Index (#118)

Dr. Ginny Gray - Value of Assessments (#117)

Tom Bronson - Gettysburg Address (#116)

John Humphrey - Connecting for Life (#115)

Tom Bronson - Relentless Execution (#114)

Tom Hulsey - Winning Mindset (#113)

Joel Crouch - IRS Audits and Other Tax Issues (#112)

Jeff Sanders - World Class Customer Service (#111)

Guest Host Dave Casey - Tales From The 17% Club (#110)

Steven Van Ooyen - Tales From The 17% Club (#109)

Randy Haran - Tales From The 17% Club (#108)

Mitch Felderhoff - Tales From The 17% Club (#107)

Tom Washington - Tales From The 17% Club (#106)

John Humphrey - Tales From The 17% Club (#105)

Mark Olander - Tales From The 17% Club (#104)

2 Year Anniversary Special! (#103)

David Hammer - Things Business Owners Need To Know Pt. 2 (#102)

David Hammer - Things Business Owners Need To Know Pt. 1 (#101)

100th Episode Special! (#100)

Tamara Jones - Key Performance Indicators (#99)

Jim Roddy - Hire Like You Just Beat Cancer (#98)

Judy Barton - Exit Planning and Wealth Management (#97)

Why Start Exit Planning Now! Part 3 (#96)

Why Start Exit Planning Now! Part 2 (#95)

Why Start Exit Planning NOW! (#94)

Conni Francini - Eliminating Burnout (#93)

2022 Growth Initiatives: 22 Ways to Maximize Business Value, Part 2 (#92)

Is It Time To Join MasterYclass? (#91)

2022 Growth Initiatives: 22 Ways to Maximize Business Value, Part 1 (#90)

2022 Growth Initiatives: Recurring Revenue (#89)

2022 Growth Initiatives: The Green Box (#88)

2022 Growth Initiatives: Succession Planning (#87)

2022 Growth Initiatives: Budgeting (#86)

Rich Cavaness - Unlock Your Power to Thrive (#85)

Susan Bryant, CPA - Time For Year End Planning Already? (#84)

Craig Beck - Discover the Advantages of EBITDA & Working Capital (#83)

Esther Pipoly - Preparing For Tragedy In The Workplace (#82)

Mark Galvan - Attracting and Retaining High Performing Talent, Part 2 (#81)

Mark Galvan - Attracting and Retaining High Performing Talent, Part 1 (#80)

Meredith Bell - Communication Builds Strong Leaders and Teams (#79)

Anneka Sciola - Quality of Earnings: A Financial Due Diligence Tool (#78)

Guest Host Jim Roddy - Tales From The 17% Club (#77)

Beth Denton - Tales From The 17% Club (#76)

Jim Roddy - Tales From The 17% Club (#75)

Mike Muhney - Tales from the 17% Club (#74)

Mike & Nikole Rose - Tales from the 17% Club (#73)

Dave Casey - Tales from the 17% Club (#72)

David Wible - Tales from the 17% Club (#71)

Kent Barner - Optimizing Your Technology Due Diligence (#70)

Rob Schulz - Thoughts On Things Financial (#69)

David Van Buskirk - Eliminating Stress to Avoid Burnout (#68)

Denise Logan - The Seller Whisperer (#67)

Jeff Sandene - Maximize Your Asset with a Wealth Advisor (#66)

A Patriotic Salute: The Declaration of Independence (#65)

Verified Business Valuation Methods (#64)

Seven Steps to a Successful Internal Business Transition (#63)

Selling Your Business This Year? Make Sure You're Prepared (#62)

Chris Snider - The Value Acceleration Method (#61)

Anatomy of a Business Sale: The 10 Step Process (#60)

Exit Strategy IS Business Strategy: Debunking Exit Planning Myths (#59)

Your Exit Strategy IS Your Business Strategy (#58)

Susan Steinbrecher - Jumping the Virtual Hurdle: How to Engage Employees from Home (#57)

Bill King - Don't Delay, Secure Your Business Financing Today (#56)

Rick Robinson - Secrets to Successful Leadership Development (#55)

Mari Ryan - Wellbeing in the Workforce: Why Your People Should Come First (#54)

Our Year in Review (#53)

Why We Do What We Do (#52)

Jason Luter - The Inside Scoop on ESOPs (#51)

Jeff Owens - Why It Pays To Get An Audit (#50)

Gerald McAdoo - Don't Leave Value on the Table: Maximize Your Asset with Cash Flow Strategies (#49)

Joshua Kim - Need Free Money For Your Business? SBA Financing (#48)

Michael Puldy - Disaster Preparedness (#47)

LeiLani Quiray - Finding Fun in Human Resources (#46)

Jason Bay - A Strategic Approach to Growth, Part 5 (#45)

Jimmy Curtin - A Strategic Approach to Growth, Part 4 (#44)

Debbie Mrazek - A Strategic Approach to Growth, Part 3 (#43)

Tom Niesen - A Strategic Approach to Growth, Part 2 (#42)

Greg Stanley - A Strategic Approach to Growth, Part 1 (#41)

Dr. Jill Olmsted - Finding Community in Peer Groups (#40)

Preparing for 2021, Part 3: Taking Massive Action (#39)

Preparing for 2021, Part 2: Bring Your Future Into Focus (#38)

Preparing for 2021, Part 1: The Art of Giving (#37)

Chris M. King - How to Get in the Zone and Stay There (#36)

Bharat Kanodia - What's Your Business Worth? (#35)

Steve Meek - The Future of Technology Could Alter Your Business Value (#34)

Rich Cavaness - How An Attitude of Gratitude Can Improve Business Value (#33)

Oliver Cone - What Your Investment Banker Won't Tell You (#32)

Cleve Clinton & Susan Bryant, CPA - Is your business ready for 2021? (#31)

Dan Shulman - Protecting Your Intellectual Property (#30)

Bob Gibbons - Making Sense of Real Estate Now (#29)

Michael Orr - Demystifying Marketing (#28)

Gerald Parsons - Bridging the Communication Gap to Maximize Business Value (#27)

Dean Ash - What Is Your Strategic Growth Plan? (#26)

Jim Roddy - The Walk-On Method (#25)

John Gorbutt - An Ops Deep Dive to Maximize Business Value (#24)

Cleve Clinton - With Business Value, Legal Matters Matter (#23)

Susan Bryant, CPA - Is Your CPA a Trusted Advisor? How CPA's Help You Maximize Business Value with your Finances (#22)

Jason Forrest - The Mindset of a Sales Warrior (#21)

What You Don't Know Can Hurt You: Mitigating Personal Risks, part 2 (#20)

What You Don't Know Can Hurt You: Mitigating Business Risks (#19)

Sheila Henson - Why Coaching is Essential for the HEALTH of Your Business (#18)

The Revolutionary Way to Connect with Customers: StoryBrand Part 2 (#17)

The Revolutionary Way to Connect with Customers: StoryBrand (#16)

Charlene Aldridge & Todd Hunter - Is It Really That Important to Document Your Business Processes? (#15)

Ken Huffman - What in the World is Captive Insurance? (#14)

5 Lessons Learned on Alaska’s Dalton Highway (#13)

Michael Rose - How Digital Marketing Maximizes Business Value (#12)

Jim Brewer - Why you need an EOS: Entrepreneurial Operating System (#11)

Business Transition Options (#10)

An Epidemic is Happening! The Case for Exit Planning (#9)

A Message to the Grads (#8)

Susan Steinbrecher - The Art and Science of Developing Great Leaders (#7)

Lindsay Polyak - Tax Credits: Ways for Business Owners to Put Money Back In Their Pocket! (#6)

Dan Vermiere & Larry Lane - The Impacts of COVID-19 on the M&A Ecosystem (#5)

Motivating the Motivator: Ways Leaders Can Maintain Optimal State to Maximize Business Value (#4)

Ladd Hirsh - When Companies Break Up: How to Protect Your Intangible Assets that Maximize Business Value (#3)

Mark Mitford - Taking Care of Your Most Valuable Asset (#2)

Manage Through Change (#1)