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All Episodes

Maximize Business Value Podcast — 286 episodes

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Title
1

Financial Meeting Rhythm (#288)

2

Document Processes Without Slowing Down (#287)

3

From Tribal Knowledge to Transferability (#286)

4

Marketing as a Value Driver (#285)

5

Leadership Gaps That Show Up in Numbers (#284)

6

Build a Team That Runs Without You (#283)

7

Leadership Team as a Value Driver (#282)

8

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

9

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

10

What Your Financials Reveal About Readiness (#279)

11

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

12

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

13

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

14

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

15

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

16

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

17

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

18

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

19

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

20

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

21

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

22

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

23

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

24

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

25

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

26

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

27

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

28

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

29

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

30

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

31

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

32

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

33

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

34

Meet Mastery Partner: Scott Couchenour (#255)

35

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

36

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

37

Meet Mastery Partner: Amy Morin (#252)

38

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

39

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

40

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

41

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

42

Multigenerational Communications - Part Two (#247)

43

Multigenerational Communications - Part One (#246)

44

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

45

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

46

The E-Word Business Owners Avoid (#243)

47

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

48

Tackling Owner Dependency - Part Two (#241)

49

Tackling Owner Dependency - Part One (#240)

50

The Value of Succession Planning (#239)

51

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

52

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

53

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

54

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

55

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

56

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

57

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

58

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

59

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

60

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

61

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

62

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

63

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

64

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

65

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

66

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

67

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

68

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

69

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

70

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

71

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

72

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

73

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

74

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

75

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

76

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

77

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

78

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

79

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

80

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

81

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

82

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

83

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

84

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

85

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

86

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

87

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

88

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

89

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

90

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

91

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

92

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

93

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

94

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

95

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

96

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

97

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

98

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

99

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

100

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

101

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

102

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

103

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

104

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

105

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

106

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

107

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

108

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

109

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

110

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

111

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

112

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

113

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

114

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

115

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

116

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

117

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

118

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

119

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

120

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

121

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

122

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

123

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

124

Patrick Henry: A Patriotic Salute (#165)

125

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

126

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

127

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

128

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

129

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

130

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

131

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

132

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

133

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

134

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

135

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

136

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

137

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

138

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

139

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

140

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

141

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

142

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

143

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

144

17% Club - A Special BTS Compilation

145

Heather Steele - Value Building Marketing

146

Susan Fennema - How To Build a Transferrable Business

147

Tom Bronson - Business Transitions Summit (#140)

148

Lindsay Polyak - Employee Retention Credit Scams (#139)

149

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

150

Susan Bryant - Year End Planning (#137)

151

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

152

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

153

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

154

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

155

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

156

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

157

Julie Keyes - Poised for Exit (#130)

158

John F. Dini - Exit Map (#129)

159

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

160

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

161

Tom Bronson - Avid Reader (#126)

162

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

163

Mark Mitford - HR Starter Kit (#124)

164

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

165

Amanda Connelly - Executive 360 Assessment (#122)

166

Melanie Shaffer - Predictive Index (#121)

167

Brandy Schade - CliftonStrengths (#120)

168

Julie Chance - DISC Analysis (#119)

169

Stanton Williams - Culture Index (#118)

170

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

171

Tom Bronson - Gettysburg Address (#116)

172

John Humphrey - Connecting for Life (#115)

173

Tom Bronson - Relentless Execution (#114)

174

Tom Hulsey - Winning Mindset (#113)

175

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

176

Jeff Sanders - World Class Customer Service (#111)

177

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

178

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

179

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

180

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

181

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

182

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

183

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

184

2 Year Anniversary Special! (#103)

185

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

186

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

187

100th Episode Special! (#100)

188

Tamara Jones - Key Performance Indicators (#99)

189

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

190

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

191

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

192

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

193

Why Start Exit Planning NOW! (#94)

194

Conni Francini - Eliminating Burnout (#93)

195

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

196

Is It Time To Join MasterYclass? (#91)

197

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

198

2022 Growth Initiatives: Recurring Revenue (#89)

199

2022 Growth Initiatives: The Green Box (#88)

200

2022 Growth Initiatives: Succession Planning (#87)

201

2022 Growth Initiatives: Budgeting (#86)

202

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

203

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

204

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

205

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

206

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

207

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

208

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

209

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

210

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

211

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

212

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

213

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

214

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

215

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

216

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

217

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

218

Rob Schulz - Thoughts On Things Financial (#69)

219

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

220

Denise Logan - The Seller Whisperer (#67)

221

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

222

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

223

Verified Business Valuation Methods (#64)

224

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

225

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

226

Chris Snider - The Value Acceleration Method (#61)

227

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

228

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

229

Your Exit Strategy IS Your Business Strategy (#58)

230

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

231

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

232

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

233

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

234

Our Year in Review (#53)

235

Why We Do What We Do (#52)

236

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

237

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

238

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

239

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

240

Michael Puldy - Disaster Preparedness (#47)

241

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

242

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

243

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

244

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

245

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

246

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

247

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

248

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

249

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

250

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

251

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

252

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

253

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

254

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

255

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

256

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

257

Dan Shulman - Protecting Your Intellectual Property (#30)

258

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

259

Michael Orr - Demystifying Marketing (#28)

260

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

261

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

262

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

263

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

264

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

265

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

266

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

267

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

268

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

269

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

270

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

271

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

272

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

273

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

274

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

275

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

276

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

277

Business Transition Options (#10)

278

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

279

A Message to the Grads (#8)

280

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

281

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

282

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

283

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

284

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

285

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

286

Manage Through Change (#1)