Podcast appearances and mentions of dave bookbinder

In times of uncertainty, knowing what your business is worth—and how to protect or grow that value—can feel elusive. You are never sure what business you are really in. What should you do? How can you retain the value you have created and prepare for the next growth phase, or even the exit strategy? On this recent episode of On the Brink with Andi Simon, I had the pleasure of speaking with Dave Bookbinder. Dave is a business valuation expert whose groundbreaking work focuses on an often-overlooked truth: your people are your most valuable asset. Dave, the author of The New ROI: Return on Individuals, joined me to unpack how business owners can better understand, manage, and maximize the value of their companies—especially in a rapidly changing business environment. His key message? Valuation isn't just a number. It's a reflection of leadership, culture, and strategic clarity. Let me repeat that:  Your business's value is a reflection of leadership, culture, and strategic clarity. What can Dave teach you about how to build and protect that value? The Human Side of Valuation Dave's experience spans thousands of valuation engagements across industries. And while balance sheets highlight assets like patents and trademarks, human capital rarely makes the cut. “Every CEO says their people are their most valuable asset,” Dave points out, “but where do they show up on the balance sheet? They don't.” That gap sparked his first book, The New ROI, which explores the critical link between culture, engagement, and enterprise value. His second, The New ROI: Going Behind the Numbers, draws from his award-winning podcast, Behind the Numbers, which focuses on how leadership and culture truly impact business performance. You will totally enjoy watching our video of the podcast here. Common Valuation Mistakes Dave shared some of the biggest pitfalls business owners face when it comes to valuing their company: Relying on rules of thumb: “Back-of-the-napkin” valuations based on hearsay can be wildly misleading. Dave recounted a client who declined a generous acquisition offer assuming better ones would follow. Years later, the business couldn't command even half that valuation. Tax-driven financials: Many entrepreneurs minimize income to reduce taxes, only to struggle during a sale. Buyers don't take your word for “adjusted EBITDA”—they want clean, auditable numbers. Unrealistic projections: Over-optimistic forecasts, especially those shaped like a hockey stick, often destroy credibility with buyers. “They're buying the future,” Dave says. “And if your projections seem disconnected from market realities, they'll discount for risk.” De-Risking Your Business to Maximize Value Buyers and investors are risk-averse. That's why Dave emphasizes the need to "de-risk" your business: Clean financial statements: Avoid running personal expenses through the business. Have your books reviewed or audited by a CPA. Strong management team: If the business can't run without you, it's not scalable—or sellable. Documented processes: Institutional knowledge should live in systems, not just in people's heads. “If your business can't survive you getting hit by a bus,” Dave quips, “you don't have a sellable business.” Exit Planning is a Process, Not an Event Whether you're transferring ownership to a family member or preparing for an acquisition, Dave urges owners to think ahead. “Selling a business is like selling a house,” he explains. “You need to get an appraisal, clean it up, and understand what similar businesses are selling for.” He also warned that poorly integrated acquisitions often fail—not due to valuation issues, but because of clashing cultures. “Seventy-five to ninety percent of deals miss their synergy targets because they ignore people and culture,” he says. Why Culture is Core to Company Value As a corporate anthropologist, I know firsthand how culture shapes performance. Dave agrees. “It's not that successful companies have a good culture—it's that good culture drives success,” he said. When leaders overlook how work gets done—or try to impose a new cultural model without understanding the old one—they risk alienating key people and destroying value. Culture is the operating system of the business. Your People Are Your Value Dave's work offers a refreshing, human-centric view of business valuation. Whether you're growing, planning an exit, or considering acquisitions, the lesson is clear: your people, your culture, and your credibility are the real ROI. If you're curious to learn more, check out Dave's books on Amazon: The New ROI: Return on Individuals The New ROI: Going Behind the Numbers The Valuation Toolbox for Business Owners and Their Advisors And tune into his award-winning podcast, Behind the Numbers. Final Thought In today's volatile market, it's not just about numbers—it's about narratives. The story you tell buyers, investors, or the next generation about your company must be grounded in reality, powered by culture, and led by people who are truly your greatest asset. To reach David Bookbinder and read his books: Dave's Profile: linkedin.com/in/davebookbinder Websites: linktr.ee/BehindTheNumbers (Portfolio) NEWROI.com (Personal) amazon.com/Dave-Bookbinder/e/B075SDJ12F (Portfolio) Email: davebookbinder@gmail.com Listen to these other podcasts or read the blogs about them: 435: Navigating the Management Maze: Tips for New Leaders  433: Organizations Must Embrace Human-Centric Design 430: How Does Dr. Chris Fuzie Create Great Leaders? Connect with me: Website: www.simonassociates.net Email: info@simonassociates.net Books:  Learn more about these books here: Rethink: Smashing the Myths of Women in Business Women Mean Business On the Brink: A Fresh Lens to Take Your Business to New Heights Listen + Subscribe: Available wherever you get your podcasts—Apple, Spotify, Stitcher, YouTube, and more. If you enjoyed this episode, leave a review and share with someone navigating their own leadership journey. Reach out and contact us if you want to see how a little anthropology can help your business grow.  Let's Talk! From Observation to Innovation, Andi Simon, PhD CEO | Corporate Anthropologist | Author Simonassociates.net Info@simonassociates.net @simonandi LinkedIn    

What really drives performance in today's best leaders? This episode explores the mindset and methods that create high-impact leadership. In this episode of Behind The Numbers With Dave Bookbinder, we're exploring how great leaders are made—not born. Dave Bookbinder welcomes H.R. Huntsman, organizational strategist, keynote speaker, and founder of Leaders Edge, to unpack the real mechanics of leadership. From a difficult upbringing to global humanitarian efforts, H.R.'s journey is a masterclass in resilience and purpose-driven leadership. We dive deep into: How understanding human motivation drives team performance Why mindset is the foundation for effective leadership The role of creative conflict and psychological safety in innovation How to foster accountability without micromanaging The Leaders Edge performance engine and how it's transforming organizations Whether you're a business owner, a manager, or someone aspiring to lead with more impact, you'll walk away with practical insights to build trust, boost engagement, and align people with purpose. Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show! About Our Guest: HR Huntsman is the founder of Leader's Edge. He is also a business and leadership keynote speaker, organizational strategist, author, business executive coach, and business leadership consultant. HR founded Leader's Edge to be able to invest in leaders, especially young leaders. His passion stems from his backstory of overcoming early childhood struggles then going on to building successful and impactful organizations. HR now shares many of the life and leadership principles he learned in his 30+ years of leadership with other leaders. He firmly believes to succeed one must begin with mindset, then move on to principles and disciplines which create long term success for a company or individual. HR is an accomplished speaker having given roughly 4000 talks to approximately 400k people around the world. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

In this episode of Behind the Numbers, host Dave Bookbinder sits down with Jennifer Thornton, CEO of 304 Coaching and host of the Let's Fix Leadership podcast, for a deep dive into the critical role of talent strategy in business success. Jennifer shares her journey from retail leadership to becoming a sought-after expert in HR consulting and talent development. Together, they explore how aligning talent strategy with business objectives can drive sustainable growth and resilience. The conversation covers: ✔ The evolving landscape of leadership and how it impacts company culture ✔ Why flexible work environments matter for attracting and retaining top talent ✔ The risks of a “talent cliff” and how to avoid it ✔ Practical strategies for ensuring the right people are in the right roles Whether you're a business owner, executive, or HR leader, this episode is packed with insights to help you build a stronger, more adaptable organization. Tune in to learn how to future-proof your workforce and create a culture where talent thrives. About Jen Thornton: After an exciting 20+ year career in Operations and HR, leading teams across the US, Greater China, Mexico, and the UK, Jennifer launched 304 Consulting.​  Jennifer understands the importance of having a strong Talent Strategy to ensure you have the right people in the right roles with the right skill sets to deliver the business strategy.​ 304 Coaching offers services and consulting to help companies build and execute custom Talent Strategies.​  Jen is credentialed through the International Coaching Federation and holds certifications in several accredited methodologies, including Conversation Intelligence and Gallup Strengths. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

In this episode of Behind the Numbers, hosted by Dave Bookbinder, we embark on a journey into the realm of business differentiation with Barry Labov, president of Labov and Beyond Marketing Communications and author of The Power of Differentiation: Win Hearts, Minds, and Market Share. From Rock Musician to Entrepreneur of the Year: Barry shares his inspiring path, transitioning from a rock musician to achieving Entrepreneur of the Year status. He discusses how his background shaped his approach to marketing and business strategy. The Essence of Differentiation: Barry emphasizes the critical role of differentiation in business success. He explores how identifying and celebrating unique brand traits can propel businesses forward in competitive markets. Discovering Unique Selling Propositions: Barry reveals how his company helps businesses uncover their inherent differentiation. He shares anecdotes, including a transformative experience with a family bakery, illustrating the power of discovering and promoting unique selling propositions. Impact of Customer Experience: The conversation dives into the significance of customer experience and its direct influence on brand perception and market positioning. Engaging Employees for Business Success: Barry discusses the importance of promoting differentiation both internally among employees and externally to the market. He explores how engaging employees can enhance overall business value and customer satisfaction. Tune in to gain insights into why differentiating your brand is crucial in today's competitive landscape and how strategic differentiation can drive business growth and customer loyalty. About Barry LaBov Barry LaBov, a two-time Ernst & Young Entrepreneur of the Year, is a celebrated author, speaker, and brand strategist. With a core emphasis on differentiation, Barry advocates for leaders to unearth and champion their brand's distinctiveness to win market share and the hearts of the people who represent it. His book, “The Power of Differentiation. Win Hearts, Minds and Market Share,” distributed by Simon and Schuster, embodies this philosophy. Heis the founder of LABOV, a renowned marketing training firm serving blue-chip clients, and author of The Power of Differentiation: Win Hearts, Minds, and Market Share. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers business podcast which is enjoyed in more than 100 countries.

In this episode of Behind the Numbers, host Dave Bookbinder sits down with David Van Adelsberg and Bart Houlahan from Irrational Capital to explore the game-changing role of human capital in business valuation and investment strategies. Irrational Capital is at the forefront of quantifying the employer-employee relationship's impact on a company's equity value. David and Bart introduce the human capital factor, a groundbreaking investment metric independently validated by leading financial institutions like J.P. Morgan. Key Topics Covered: ✅ The science behind the human capital factor and why it matters to investors ✅ How intrinsic motivators—pride, trust, appreciation—drive stock performance ✅ The rigorous validation process that links employee engagement to financial returns ✅ The shift in investment strategies to integrate human capital metrics Join us for this fascinating discussion on how people truly are a company's most valuable asset—not just in words, but in measurable financial impact.

In this episode of Behind the Numbers, host Dave Bookbinder welcomes back Anne Dranitsaris, author of Become Who You Are Meant to Be in Your Relationships, for a deep dive into the intersection of personal relationships and leadership in the business world. Anne shares her expertise as a leadership coach, exploring how personality types and brain organization shape emotional behaviors and workplace culture. She and Dave discuss the challenges leaders face in balancing authority with authenticity and how self-awareness can drive better decision-making and employee performance. Key topics include: ✅ Understanding personality types to enhance workplace relationships ✅ Overcoming imposter syndrome and embracing authenticity at work ✅ The power of mindfulness in leadership effectiveness ✅ Setting boundaries while fostering a culture of open communication ✅ Practical strategies for creating a positive, high-performing team Tune in for actionable insights that will help you strengthen your leadership skills, improve workplace dynamics, and drive organizational success! About Our Guest: Anne Dranitsaris, Ph.D., is a behavioral change expert, psychotherapist, author, and leadership coach known for her groundbreaking work in psychological type, personal and leadership development. She and her daughter, Heather Dranitsaris-Hilliard are founders of Caliber Leadership Systems and co-creators of the Striving Styles Personality System. She writes and practices in her home in Kawartha Lakes, Ontario. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers business podcast which is enjoyed in more than 100 countries.

In this episode of Behind the Numbers, host Dave Bookbinder is joined by Erin Andrea Craske—executive psychologist, award-winning author, and renowned brand strategist—to explore the power of brand strategy, equity, and differentiation in today's business landscape. Erin shares her personal journey as a nonconformist in the corporate world, highlighting the challenges she faced and the lessons that reshaped her approach to business and life. She dives deep into the true meaning of brand equity, explaining why it's more than just logos and marketing—it's the real, measurable value of a business. Key takeaways from this episode: ✅ How strategic positioning and differentiation create lasting competitive advantage ✅ Why brand equity is a critical business asset ✅ The unique challenges (and advantages!) of nonconformists in corporate environments ✅ Erin's expert insights on navigating business transformation and standing out in a crowded market If you're looking to elevate your brand, challenge conventional thinking, and understand the real value behind a business, this episode is a must-listen!

Welcome to Behind the Numbers, where host Dave Bookbinder explores the power of sales in business with expert guest Liz Heiman, CEO and Chief Sales Strategist at Regarding Sales. With over two decades of experience since 2002 in building sales infrastructures, Liz shares actionable strategies for creating successful sales systems in midsize companies. In this episode, Liz reflects on her career, starting at Miller Heiman, famous for the Strategic Selling methodology, and discusses why everyone in a company is involved in sales, from accountants to facilities managers. Together, they debunk common sales misconceptions, including the importance of a growth mindset, thorough sales preparation, and how focusing on problem-solving is more effective than the traditional "hard sell." Liz dives into the key elements of the sales funnel, emphasizing how to leverage meaningful conversations, understand sales metrics, and integrate marketing and sales to boost business growth. She also offers valuable insights on building trust and credibility in sales relationships and explains why a customer-centric approach is critical for success. Whether you're looking to refine your sales techniques, enhance your sales funnel, or better understand your customers' needs, this episode is packed with practical sales strategies and insider tips that will help you elevate your sales game. About Our Guest: Liz Heiman is the Sales Operating System Architect and the founder of Re: Sales™. Liz guides “Ready-to-Scale” founders and CEOs to take the chaos out of sales so they can create a more sustainable growth strategy that strengthens the pipeline and streamlines their process to increase revenue on a predictive basis. Early in her career, Liz trained some of the world's powerhouse sales organizations. Using Strategic Selling and Conceptual Selling, she helped them boost sales by improving their sales processes and systems. Now her focus is start-up and mid-sized companies selling into complex B2B environments, including medical, government, and enterprise. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” He's also the host of the highly rated Behind The Numbers business podcast which is enjoyed in more than 100 countries.  

Welcome to another episode of "Behind the Numbers" with your host Dave Bookbinder. This week, we have the pleasure of chatting with Andi Simon, a pioneering corporate anthropologist, renowned podcaster, and author of "Women Mean Business". Dive into the world of corporate anthropology and discover how Andi aids organizations in navigating transformative changes by understanding the data behind their operations in a new light. During our conversation, Andi shares her fascinating journey from academia to finance and healthcare, ultimately leading to the creation of her own business. With over 23 years of experience, she reveals how companies hire her not just for what she does, but for what they need: to unlock the potential behind data and push beyond the obvious, identifying gaps and opportunities for innovation. Andi explains how anthropologists uniquely explore company dynamics, emphasizing observation and ethnographic methods to gain profound insights. From embedding herself in senior living communities to analyzing healthcare strategies, she discusses her innovative methods of understanding client requirements and enhancing business performance. Additionally, familiarize yourself with Andi's authored works, "On the Brink: A Fresh Lens to Take Your Business to New Heights" and "Women Mean Business", and gain valuable strategies on how to look at business data from a strategic perspective. Tune in to understand how corporate anthropology can be a game-changer in deciphering complex data landscapes and shaping future business success. About Our Guest: Andi Simon PhD is the founder of Simon Associates Management Consultants LLC (SAMC). She launched SAMC in 2002 to apply anthropology's methods, tools, and theory to businesses in need of change. As a Corporate Anthropologist she helps executives see their companies with more observant eyes, achieve “aha!” moments, allowing them to discover new and profitable opportunities. By applying the concepts, methods, and tools of anthropology to business environments, she turns observation into innovation and revitalizes businesses seeking growth. She is author of two-award winning books: “On the Brink: A fresh lens To Take Your Business to New Heights” and “Rethink: Smashing the Myths of Women in Business.” Andi has co-authored a new book published in September 2023 entitled “Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success”. Her work as a corporate anthropologist has led to clients across the globe delivering both keynotes and conducting workshops. As a trained practitioner of Blue Ocean Strategy and Innovation Games, she has conducted almost five hundred workshops on Blue Ocean Strategy and Culture Change. Dr Simon has also developed and run Leadership Academies for her clients. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” He's also the host of the highly rated Behind The Numbers business podcast which is enjoyed in more than 100 countries.

Welcome to another engaging episode of Behind the Numbers, where host Dave Bookbinder is joined by Steve Kantor, Executive Vice President at KEH Insurance. In this episode, Steve dives into the intricacies of managing risk in the dynamic world of business insurance, offering invaluable insights into both the "have-tos" and "shoulds" of insurance coverage for small to mid-sized companies. The conversation explores the evolving landscape of risk management, touching on the critical role of intangible assets and the increasing impact of artificial intelligence. Steve highlights the need for proactive advisory strategies, emphasizing the importance of ongoing communication with legal and accounting professionals to keep pace with changing risk profiles. Steve also shares the inspiration behind his successful community-building initiatives, which create valuable networking opportunities for innovators and investors in the tech and life sciences sectors. The episode concludes with practical advice for navigating insurance challenges while fostering personal and professional relationships. Join Dave and Steve in this informative discussion that uncovers the ever-changing facets of risk management and the importance of relationship-building in business. About Steve Kantor: Steven Kantor is Executive Vice President of KEH Insurance Agency.  The focus of his work is providing insurance programs to innovative companies and their investors.    He has a vast background in professional service sales and business development.   His leadership positions have included Managing Director of Jefferson Wells International's Philadelphia office, Director of Business Development for SMART, LP and VP of Venture Development for Alpha Medical Services.   He was co-founder of Eldersearch.com which was sold to Fischer Foundation for Research.   Steve received the “40 Under 40” award from the Philadelphia Business journal and the Amore Award for Community Impact from the Liguori Academy (www.liguoriacademy.org) in Philadelphia.   He has been the founder and leader of numerous CEO/Investor forums including the Philadelphia Board for Corporate Governance, the Technology Leaders of the Delaware Valley (www.techleadersdv.com), the Life Sciences Collaborative (www.lifesciencescollaborative.org) with chapters in Boston, Princeton and Philadelphia and Innovators and Investors Executive Leaders Forum where he works closely with high net-worth individuals  that have successfully exited businesses and are now investing or advising emerging companies.  As a community impactor, Steve created the Calling All Angels Gala to benefit the CARES Institute to support families impacted by child abuse.  The gala ran for ten years and raised over $ 1.5 million dollars.  He's also been the Chair of the Gala to benefit the YMCA of Gloucester County and currently serves on the LIFT Committee of the Liguori Academy in Philadelphia. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” He's also the host of the highly rated Behind The Numbers business podcast which is enjoyed in more than 100 countries.

In this episode of Behind the Numbers, host Dave Bookbinder sits down with Dave Nast—three-time CEO, award-winning business coach, and workplace behavior expert—for an engaging conversation on leadership, workplace dynamics, and the evolving business landscape.

In this episode of Behind the Numbers, host Dave Bookbinder welcomes Dr. Candy Campbell, an award-winning actor, author, filmmaker, and artist, to discuss the crucial role of communication skills in business. The conversation navigates through Dr. Campbell's unique career journey from an actor and flight attendant to a distinguished nurse and educator. She shares her insights on how comedy, and specifically improv, can significantly improve communication within organizations. Dr. Campbell delves into the root problems of workplace miscommunication, especially in risk-averse industries, and highlights how these issues can lead to safety concerns, employee dissatisfaction, and even affect an organization's brand. Through her applied improv curriculum, she provides practical tips on enhancing workplace communication and the importance of creating a psychologically safe environment for employees to express themselves. The discussion also touches on effective leadership, authenticity, and the impact of attitude in professional settings, offering valuable advice for young professionals on upward communication. Additionally, Dr. Campbell shares her experiences with award-winning film production, her portrayal of Florence Nightingale, and her passion for fine arts. About Candy Campbell: Dr. Candace (Candy) Campbell, award-winning actor author, filmmaker, and fine artist,  has good news for leaders tearing out their hair because of employee disengagement---or worse, poor employee retention!  Her doctoral work, completed with interprofessional groups at Stanford and subsequent books* address workplace miscommunication which is at the root of employee quiet quitting and increased resignation problem. The solution? Candy uses her 20+ years experience as an actor/director/coach/facilitator and her 40 years in the healthcare industry to help leaders create a culture where everybody WANTS to work and nobody wants to leave. *Improv to Improve Healthcare" and  "Improv to Improve Your Leadership Team" But Wait! There's more! For you nurses, statisticians, social consciousness wonks, or other masses yearning to learn from history, Candy's third solo show, 'Florence Nightingale: The Reluctant Celebrity, ' has been enjoyed by audiences off-Broadway, several US states, and 3 countries, so far. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.    Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.    He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” He's also the host of the highly rated Behind The Numbers business podcast which is enjoyed in more than 100 countries.

Welcome to Behind the Numbers with Dave Bookbinder! In this episode, we dive deep into the critical role of trust in building high-performance teams with Captain George Dom, founder of the High Trust Leadership Network and author of High Trust Leadership. Drawing on his remarkable 26-year Navy career, including flying fighters off aircraft carriers and leading the iconic Blue Angels, George offers unparalleled insights into how trust drives success in teams. Key Topics Covered: The Five C's of Trust: Learn how Character, Commitment, Competence, Connection, and Communication create the foundation for trust in any team. Military-Grade Lessons for Business: George shares actionable strategies for translating military lessons on trust, leadership, and collaboration into corporate environments. Post-Project Debriefs: Discover the power of candid feedback and open communication to foster continuous improvement and a culture of trust within your organization. Retention and Innovation: Understand how trust fuels resilience, retention, and creative problem-solving, helping your team thrive under pressure. Dave and George unpack real-world examples and offer practical advice to help leaders integrate trust-building strategies into their daily practices. Whether you're managing a small team or a large organization, this episode provides the tools to create a culture where trust unlocks your team's full potential. Don't miss this engaging and inspiring conversation. Tune in now and learn how trust can transform your team dynamics and drive extraordinary results. About George Dom: Captain George Dom USN(Ret), founder of the High-Trust Leadership Network, is a former naval officer and aviator with a career spanning key leadership roles in high-performance organizations, including Topgun instructor, Blue Angels flight leader, and combat strike leader. Today, he's COO of a California aviation company, author, speaker, and leadership consultant for Fortune 500 corporations. Dom emphasizes the importance of ‘High-Trust' Leadership and Personal High Performance in achieving exceptional results. With a background in high-performing military and civilian organizations and coaching at the Human Performance Institute, he offers proven methods for leaders to achieve High-Trust Teamwork and Personal High Performance. Dom's keynotes, workshops, and coaching engagements aim to unleash human talent for outstanding organizational success. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” He's also the host of the highly rated Behind The Numbers business podcast which is enjoyed in more than 100 countries.

In this episode of Behind the Numbers, host Dave Bookbinder dives deep into the transformative power of artificial intelligence (AI) with special guest Faisal Abid, co-founder of Irene Cremations. Faisal shares his incredible journey from the tech world to reshaping the funeral services industry through innovation and technology. Discover how Irene leverages AI to streamline funeral services, enabling professionals to focus on supporting families during their time of need. Faisal offers unique insights into the role of AI in revolutionizing non-tech industries, from nonprofits to public policy, showcasing how technology can enhance human-centered services. Key Discussion Points: AI and Innovation: How AI is disrupting industries traditionally untouched by tech. Job Market Insights: The truth about AI's impact on jobs and efficiency. AI in Education: Rethinking how we teach and assess learning in the AI era. Entrepreneurship Tips: Building financial security and embracing failure as a path to success. Faisal's candid advice for aspiring entrepreneurs and his passion for AI's potential to balance efficiency with human connection make this a must-listen episode for innovators, business leaders, and anyone curious about the future of technology. About Our Guest: Faisal Abid is an entrepreneur, company founder, CTO, Google Developer Expert and Google Cloud Certified Architect, who speaks about leveraging the use of technology to drive business success. Faisal is also passionate about the power of embracing technology in traditionally non-tech industries.  About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.    He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” He's also the host of the highly rated Behind The Numbers business podcast which is enjoyed in more than 100 countries.

In this must-listen episode of Behind the Numbers, host Dave Bookbinder sits down with John Hewitt, an entrepreneurial legend and the mastermind behind Loyalty Brands. With a 55-year career that includes founding Jackson Hewitt Tax Service and Liberty Tax, John reveals the leadership principles and strategies that have fueled his success—and how giving back is the ultimate measure of achievement. What You'll Learn in This Episode:

Welcome to another episode of "Behind the Numbers" with host Dave Bookbinder, where we delve into the crucial aspects of business that matter most. In this episode, we explore the intricacies of the business exit process with Sean Sands, Director of Mergers and Acquisitions at Haefele Flanagan. Sean shares his extensive experience from multiple perspectives within the M&A landscape, offering insights into when business owners should start thinking about selling, and the importance of planning and preparing for a successful exit. He emphasizes the significance of getting a business "sale ready" by addressing financial, legal, and operational considerations early on. The discussion also covers the mental and emotional aspects of selling a business, the differences between strategic and financial buyers, and the role of earnouts in bridging valuation gaps. Sean provides advice on assembling a team of advisors to ensure a smooth transaction and offers tips for entrepreneurs approached by potential buyers. Join us for an enlightening conversation filled with practical advice for business owners contemplating an exit strategy, ensuring they maximize value and achieve their long-term goals. Don't miss this opportunity to learn from a seasoned M&A professional! About Sean Sands, Director of Mergers & Acquisitions at Haefele Flanagan: With more than 30 years of experience in investment banking, corporate development and loan syndications, Sean has significant expertise in mergers & acquisitions transactions including sell-side advisory, buy-side advisory and leveraged recapitalizations. As a Managing Director at KPMG Corporate Finance and Navigant Capital Advisors, Sean closed more than sixty middle-market M&A transactions totaling over $2.2 billion in transaction value. While at Crown Castle, a publicly traded S&P 500 company, he assisted in completing $9.2 billion in fiber acquisitions including Lightower, FPL Fibernet and Wilcon Holdings LLC. Sean served as Vice President of Finance & Strategy at Sunesys LLC, which was acquired by Crown Castle for $1 billion. As a Vice President at CoreStates Investment Banking, he completed loan syndications and capital raises in excess of $1.5 billion. Sean holds a Bachelor of Science in Business Law and an MBA in Finance from Temple University in Philadelphia, Pennsylvania. He is a former Adjunct Professor at Delaware Valley University teaching finance courses including Fundamentals of Investing and Money, Banking & Credit. About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that's been serving clients since 1967.  Not your typical accounting firm, HFCO's services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more.  When you work with Haefele Flanagan, we help you realize your long-term goals.  Please visit them at www.hfco.com. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” He's also the host of Behind The Numbers podcast which is enjoyed in more than 100 countries.

Join host Dave Bookbinder in this inspiring episode of Behind the Numbers as he interviews Jenn Drummond, world record-holding mountaineer, motivational speaker, and author of Break Proof: 7 Strategies to Build Resilience and Achieve Your Life Goals. Jennifer shares her resilience journey from finance to becoming a resilience coach and record-setting climber, where she scaled the "seven second summits" after surviving a near-fatal car accident. In this must-listen interview, Jennifer unveils the mindset strategies that helped her build resilience, tackle challenges, and set goals that truly align with her purpose. She discusses: Essential elements of a resilient mindset for both business success and personal growth. The power of teamwork and perspective in overcoming adversity. Tips for goal-setting, staying motivated, and navigating the challenging "messy middle" of any major pursuit. Get actionable advice to transform setbacks into success and elevate your personal and professional journey. Whether you're climbing mountains or career ladders, this episode has insights to help you reach your summits! #BehindTheNumbers #DaveBookbinder #JennDrummond #Resilience #Mindset #GoalSetting #OvercomingAdversity #BreakProof #Motivation #Leadership #ClimbingSevenSummits About Jenn Drummond: A car accident in 2018 left Jenn Drummond awestruck and emboldened.  Rescue workers couldn't imagine any scenario where she came out of it alive, but she did.  That's when she realized you don't get to choose when you leave this life…but you sure can choose how you live it.  Strengthened by this awareness, she set out to live in a more authentic and adventurous way. Inspired to climb a mountain for her birthday, her son raised the stakes by suggesting Mount Everest.  Not one to back down from a challenge, she accepted the pursuit. During her training, her coach upped the ante and proposed that she go for a Guinness World Record and become the first woman to climb the 7 second summits. The pursuit matched her desire to live a life of significance, not just success. Today, Jenn is a world record holder who elevates others to master their own summit in life.  She's a successful business owner and Mom of 7 remarkable kids who, as you have heard, boldly inspire and brazenly challenge her. She's also an international speaker, author, and Host of the Seek Your Summit podcast, who's focused on inspiring others to go beyond success to a life of significance. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”  

Welcome to another episode of Behind the Numbers, where host Dave Bookbinder dives into the core elements of business success. In this episode, Dave is joined by Robert Brill, CEO of Brill Media, to explore the intricacies of marketing strategies that can transform businesses. Robert shares his 20+ years of experience in the advertising industry and offers insights into developing a robust marketing strategy. He emphasizes the importance of understanding customer journeys, brand differentiation, and the power of content strategy. With practical examples, Robert discusses the significance of credibility markers, reviews, and retargeting to maintain customer engagement. Listeners will gain valuable knowledge on creating predictable, repeatable, and scalable marketing systems. Robert explains how to demystify SEO, harness the power of backlinks, and optimize website performance to improve search engine rankings. He also shares innovative methods to craft effective marketing messages that resonate with target audiences. About Robert Brill: Robert Brill is the CEO of Brill Media, a company that evolves marketing from guesswork to growth engine. They have been honored 11 times on the Inc. 5000 and Financial Times 500.   About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Welcome to another episode of Behind the Numbers, where host Dave Bookbinder explores the crucial role of leadership in business success. In this episode, Dave is joined by Thomas Gelmi, an executive and leadership coach, and best-selling author, who brings over 20 years of experience working with leaders globally from his base in Switzerland. Thomas shares his journey from a diverse career background, including his time with Swissair, to his current role as a leadership expert. The discussion delves into the significance of human-centric leadership, emphasizing the mantra "think human, act human, be human," and how it can transform organizational culture and drive profitability. Throughout the conversation, Thomas provides practical insights on cultivating trust, psychological safety, and a positive workplace culture. He also highlights the importance of recognizing and celebrating employees' achievements as a strategy for enhancing engagement and productivity. Listen in to discover how small, intentional actions can lead to significant shifts in leadership effectiveness and organizational value. Don't miss the opportunity to learn from Thomas's unique perspective, as he ties leadership lessons to his experiences in the aviation industry. About Thomas Gelmi  Thomas Gelmi has been a trusted advisor to leaders and their teams for more than two decades. His programs, which have attracted roughly 10,000 participants from nearly 90 countries, reflect his adaptability and appeal across cultures and industries. Thomas works in four languages, and his clients range from global corporations to SMEs and private individuals worldwide. Thomas draws on an extraordinary biography with exciting milestones. Besides his many years of professional experience in working with leaders and holding various management positions, he spent many years with Swissair, the former Swiss national airline. In the worldwide leadership and training of cabin crew, and in contact with international customers at 30,000 feet, he experienced first-hand how important a high level of personal and interpersonal competence is for effective human interaction.  Thomas is a bestselling author of several books, among them BREAKTHROUGH, What Cabin Crew can teach you about Leadership, Teamwork and Customer Contact, and THE COACHING CODE,  Practical tips for cracking the code and building a successful Coaching Business. Based in Switzerland, with a home near Zurich, Thomas works with leaders all across Europe and regularly in North America, Asia, Africa and Australia. His clients include global corporations as well as SMEs and private individuals. Connect with Thomas: https://gelmi.coach/ http://ch.linkedin.com/in/thomasgelmi About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Welcome to another insightful episode of Behind the Numbers, hosted by Dave Bookbinder. In this episode, Dave is joined by Neil Cataldi, Chief Investment Officer at Starboard Advisors, for an engaging discussion on what truly matters in the world of business and investment. Neil provides an overview of Starboard Advisors, explaining their role as a multifamily office serving high-net-worth individuals and families. He delves into the complexities of managing family wealth, emphasizing the importance of early planning, investment management, and the psychology of money. Neil shares valuable insights on the concept of family offices, offering clarity on when entrepreneurs should consider establishing one and the benefits of having a dedicated team to manage their financial affairs. The conversation also explores the challenges of generational wealth transition and how business owners can effectively plan for their exit strategy. Neil highlights the significance of aligning investment strategies with long-term goals and addresses common pitfalls that business owners face in wealth management. Join Dave and Neil as they uncover the art and science behind successful financial planning, offering practical advice for entrepreneurs and investors alike.    About Neil Cataldi:  Neil Cataldi is Chief Investment Officer at Starboard Advisors. He previously served as Chief Investment Officer for the Viking Group, a single family office, where he led the investment process for $250 million in assets under management. Mr. Cataldi has over 20 years of Wall Street industry experience across equities, options, alternatives, and Family Office governance.  He began his career on the floor of the Philadelphia Stock Exchange where he worked for both TFM Investment Group and Goldman Sachs. He then worked as a derivatives strategist at Susquehanna International Group, generating stock and option trading ideas, mainly within the Consumer sector. Neil has also consulted for multiple private Family Offices managing a range of investments, including actively managed equity and fixed income portfolios, as well as the oversight and management of a large portfolio of hedge funds. About the Host: Dave Bookbinder is known as an expert in business valuation. He is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

In this episode of Behind the Numbers, host Dave Bookbinder welcomes James Bond, one of America's leading marketing and behavioral management specialists, known for his insightful book, "Brain Glue: How to Sell Easier by Making Your Ideas Sticky." Discover how James's unique name led him to explore the power of brain triggers in marketing and selling. James shares his journey from running a successful advertising agency to uncovering the secrets of emotional selling. He explains the significance of metaphors and emotional triggers in crafting memorable marketing strategies that resonate with audiences. Learn how these tools can transform even the most technical and mundane services into compelling offerings. Throughout the conversation, James provides practical tips for professionals in various fields, emphasizing the importance of emotional connection in business. He illustrates the power of metaphors, rhyme, and creative thinking in making ideas stick and driving sales. About Our Guest: James Bond is one of America's leading behavioral management and business marketing specialists - and is the author of the multi-award-winning book, BRAIN GLUE - How to Sell Easier By Making Your Ideas "Sticky."  For thirteen years, he ran one of Southern California's leading behavioral management firms, working with a who's who of American business.   Early in his career, he ran an advertising agency in Montreal, working with a wide range of Fortune 500 and smaller firms.  He is a past workshop chairman and sold-out workshop leader for the resource partner of the U.S. Small Business Administration, has been a featured guest speaker at three Southern California universities, and has been a popular guest on a wide range of business podcasts.  About Dave Bookbinder: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a business valuation expert and collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

** This is a special episode of Behind The Numbers and the format is different than the usual BTN episode.  This is the audio from a short TedEx style talk that was recorded at the Finance Innovation and Excellence (FInEx) Summit 2021. ** What if I told you that a company's most valuable asset isn't even recorded on a financial statement? Every CEO on the planet says "our people are our greatest asset" but people are often viewed as an expense that needs to be minimized. People are assets, not expenses. This talk also won a FInEx Award for the category of Most Impactful Catch Phrase: "People are assets; not expenses." Thanks to CFO.University and AARO Middle East for giving me the opportunity to share my thoughts at the conference! About Dave Bookbinder: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Welcome to another episode of Behind the Numbers with your host, Dave Bookbinder. In this episode, Dave welcomes a special guest, Dr. Andrew Temte, author of Balancing Act and The Balanced Business, and host of the Balancing Act Podcast. Dr. Temte shares his unique journey from being a high school dropout to earning a Ph.D. in finance and building a successful career in business education. Dr. Temte discusses the key themes from his books, focusing on the importance of balancing various aspects of both personal and professional life. He delves into how his personal experiences, including his divorce and remarriage, have taught him valuable lessons that apply to business, particularly in the realms of communication, trust, and accountability. Throughout the conversation, Dave and Andy explore the nuances of organizational health and continuous improvement. Andy emphasizes the need for effective communication in leadership, the balancing act between trust and accountability, and how businesses can create a flow that enhances customer satisfaction. Andy also shares his thoughts on the often-overlooked concept of vulnerability in leadership, explaining how showing vulnerability can foster respect and trust within a team. He advocates for leaders to bring their whole selves to work, balancing vulnerability with resilience and courage. The episode concludes with a discussion on the importance of creativity in business roles, even those that may not seem creative at first glance. Dr. Temte encourages leaders to nurture their creativity and engage in activities outside of work that bring them joy and fulfillment. For those interested in learning more about Dr. Andrew Temte, his work, and his books, you can visit andrewtemte.com. Tune in to this episode for a comprehensive look at the balancing acts that define successful leadership and organizational health. About Our Guest: Dr. Andrew Temte is the Author of “Balancing Act: Teach, Coach, Mentor, Inspire,” “The Balanced Business: Building Organizational Trust and Accountability through Smooth Workflows,” the Host of the Balancing Act podcast, the former CEO of Kaplan Professional, and the Founder of Skills Owl LLC. Andy is also a voice for change and growth in the market for skills and work readiness worldwide. He has served as a member of World Economic Forum's Skills Consortium and clearly sees the need to develop and test new and alternative pathways into the world of work. To ensure the viability of humans in the workforce of the future, we must improve academic outcomes, reduce the cost to acquire industry-recognized credentials, and enhance accessibility across myriad demographic groups. About Dave Bookbinder: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Welcome to another episode of Behind the Numbers, hosted by Dave Bookbinder. Today, we delve into the intriguing world of hypernomics with Doug Howarth, the CEO of Hypernomics, Inc. and author of "Hypernomics: Using Hidden Dimensions to Solve Unseen Problems." Doug shares his unique insights on how hypernomics can reveal the underlying structures that support and constrain market numbers in various industries. Doug introduces the concept of hypernomics, explaining how it rearranges familiar market elements into multidimensional views, offering a deeper understanding of market dynamics. For instance, in the housing market, hypernomics can elucidate the relationships between factors like square footage, lot size, and price, and can predict the upper limits of housing prices in a given area. This methodology has proven effective across multiple industries, beyond just raw commodities. Doug illustrates the practical applications of hypernomics with relatable examples, such as choosing a washing machine and optimizing restaurant seating during COVID-19. These stories demonstrate how hypernomics can simplify complex decisions and improve business outcomes, even for small local businesses. In the episode, Doug also discusses how hypernomics can be a powerful tool for business leaders, offering a competitive advantage by identifying market gaps and potential new products. The software developed by Hypernomics, Inc. allows businesses to map out competitive spaces and understand the demand limits for their products, preventing costly mistakes and maximizing profitability. Investors can also benefit from hypernomics. Doug explains how their private fund, using principles of hypernomics, significantly outperformed the S&P 500, demonstrating the effectiveness of this approach in stock market investing. Looking to the future, Doug envisions hypernomics becoming an integral part of industry, academia, and government, revolutionizing how we understand and navigate markets. He hopes that hypernomics will be taught in universities and widely adopted, making the world a better place through more informed decision-making. To learn more about hypernomics, connect with Doug Howarth on his personal website dughowarth.com or visit the company website at hypernomics.com. You can also find his book on the Wiley, Barnes & Noble, or Amazon websites. About our guest: Doug Howarth, CEO Hypernomics, Inc. & Author of Hypernomics: Using Hidden Dimensions to Solve Unseen Problems Doug Howarth unleashed a paradigm shift. He discovered Hypernomics. It alters economics in the same way relativity changed physics, as it uses new frames of reference. It starts with four dimensions and adds time for a fifth. But, there is no upper limit to the dimensions considered. It finds the linked, opposing, self-organizing states of Value and Demand at work against each other at all times - just like the game of tug-of-war.  At age 14, Doug Howarth sensed the plotting systems created by René Descartes were inadequate for many tasks. Decades later, he made a series of startling discoveries. He found the economy self-organizes in recognizable opposing patterns and devised ways to portray markets in four, five, or any number of dimensions. Doug named this new field Hypernomics. In 2011, he formed a company, Hypernomics, Inc., who show their customers how to take advantage of Hypernomics.  Hypernomics. Inc. has worked for NASA, United Technologies, Lockheed Martin and Raytheon, among others. Along with two of his Hypernomics colleagues, he was awarded US Patent Number 10,402,838 for Multivariable Regression Analysis, the world's first software designed to deconstruct markets into their 4D structures. ​Doug has written 13 peer-reviewed publications across four continents.  They've been issued by the Institute of Electrical and Electronics Engineers (IEEE), the American Institute of Aeronautics and Astronautics (AIAA), the Society of Automotive Engineers (SAE), and the International Council of the Aeronautical Sciences (ICAS), among others. NASA has requested that he speak to them three times. He has spoken to the Royal Aeronautical Society (RAeS) in London four times, and they have published his peer-reviewed work as well. About Dave Bookbinder: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Welcome to another insightful episode of Behind the Numbers, hosted by Dave Bookbinder. In this episode, we delve into the art of creating game-changing value propositions with our guest, John Rossman. John is the CEO and founder of Rossman Partners and the author of the book, Big Bet Leadership. John shares his journey from being an early executive at Amazon, where he played a pivotal role in launching the marketplace business, to his current endeavors in helping leaders and organizations tackle complex problems and achieve major transformations. With a rich background that includes working with notable clients like the Gates Foundation, John brings a wealth of knowledge and experience to the table. In this episode, John explains the concept of a "big bet"—a high-impact, high-risk initiative that requires a strategic, experimentation-based approach to succeed. He provides insightful examples, including T-Mobile's market repositioning strategy, to illustrate how companies can effectively navigate these ambitious undertakings. John also highlights the importance of understanding the real problem, maintaining clarity, and dedicating the right resources to ensure the success of these transformative efforts. He emphasizes the need for senior leadership commitment and the creation of a focused, agile team to drive these initiatives forward. Listeners will gain valuable insights into the forces driving the need for innovation in the hyperdigital era and learn practical strategies for overcoming the challenges associated with big bets. John offers advice on how to prioritize time, maintain focus, and develop the necessary skills to become a big bet legend. Don't miss this opportunity to learn from one of the industry's leading experts on transformation and innovation. Tune in to discover how you can create game-changing value propositions and lead your organization to success. About John Rossman: John Rossman is the author of four books on leadership and business innovation including the best seller The Amazon Way and Big Bet Leadership. He is an early Amazon executive who played a key role in launching the Amazon marketplace business in 2002. Today he is a leading keynote speaker on leadership for innovation and transformation. John is an operator and builder whose love is diving into business problems and customer needs designing innovative solutions and business models and creating durable enterprise value. He has served as the senior technology advisor at the Gates Foundation and senior innovation advisor at T-Mobile. His new book, Big Bet Leadership: Your Transformation Playbook for Winning in the Hyper-Digital Era, is an actionable playbook for senior leaders to succeed at complex transformations. John is the founder of Rossman Partners, a strategy & leadership solutions firm. About Dave Bookbinder: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Welcome to another enlightening episode of "Behind the Numbers," hosted by Dave Bookbinder. In this episode, we delve into the crucial topics of leadership, transformation, and culture with the dynamic Paul Epstein, founder of Win Monday and author of "Better Decisions Faster" and "The Power of Playing Offense." Paul shares his extensive experience from 15 years in the NFL and NBA, where he held various roles, including Chief Revenue Officer for the San Francisco 49ers. Paul also recounts his journey from the challenging beginnings with the LA Clippers, dubbed the "worst franchise in sports history," to breaking Super Bowl revenue records and opening Levi's Stadium. His experiences shaped his belief in the "playing offense" mindset in a defensive world, emphasizing the importance of making the next day your responsibility regardless of external adversities. One of the episode's highlights is Paul's insightful discussion on the difference between a team of leaders and a leadership team. He shares a powerful story from his time with the 49ers, where a shift from a "no-because" to a "yes-if" mentality transformed the team's approach to challenges, fostering collaboration and innovation. Paul also addresses the misconception that culture is solely top-down. He introduces the concept that "all culture is local," emphasizing that each individual can influence their immediate environment. By choosing warmth and positivity, employees at all levels can create a thriving culture, which Paul believes is a true competitive advantage. In addition, Paul touches on the return on investment (ROI) of leadership, highlighting the significant impact of employee engagement on organizational performance. He shares compelling data and personal anecdotes to illustrate how effective leadership and a positive culture can drive business success. The episode also explores Paul's role as the "WHY Coach" for the 49ers, where he helped individuals discover their purpose and values. He provides a practical framework for understanding and applying one's inner compass, which includes identifying one's why, values, beliefs, decisions, and actions. For those interested in further engaging with Paul Epstein, visit paulepsteinspeaks.com for speaking engagements and books. Additionally, you can join his 52-week momentum journey at winmonday.win to start winning your Mondays and, subsequently, your weeks. Don't miss this episode packed with actionable insights and inspiration for leaders at all levels. Tune in to "Behind the Numbers" and start transforming your leadership and organizational culture today. About our guest: PAUL EPSTEIN is a former high-level executive for multiple NFL and NBA teams and the bestselling author of “The Power of Playing Offense” and “Better Decisions Faster”. In 2022, he was named one of SUCCESS magazine's top thought leaders who get results - alongside Tony Robbins, Brené Brown, Gary Vaynerchuk, and Mel Robbins, and his work has been featured on ESPN, NBC, Fox Business, and in USA Today. In nearly 15 years as a leader in the world of pro sports, Paul helped take NBA teams from the bottom of the league in revenue to the top two, broke every premium sales revenue metric in Super Bowl history while in the NFL's league office, opened a billion-dollar stadium, and founded the San Francisco 49ers Talent Academy, where he was known as the “Why Coach”. As an award-winning keynote speaker, Paul's impact continues off stage providing leadership development and culture transformation programs for companies and teams including Amazon, Disney, Johnson & Johnson, NASA, Los Angeles Lakers, and Dallas Cowboys. He's also the founder of the Win Monday community (an elite personal and professional development network) and host of the Win Monday podcast, where he interviews high-profile guests who reveal their secrets of confidence and work-life mastery.  About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.    Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.    He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”  

In this episode of Behind the Numbers, Dave Bookbinder hosts an engaging conversation with Chris Strohsahl, the President and CEO of Drummond Scientific Corp. The discussion offers deep insight into Drummond's vital role in the global medical device industry, their unique approach to impactful solution creation, and the immense importance of nurturing meaningful client relationships. Chris shares captivating details of his journey, moving from biophysics to leading Drummond Scientific Corp in developing and investing in life-saving medical devices. He sheds light on their mission of making a difference beyond just product production, from helping families conceive to assisting individuals manage crucial health conditions. He further explores the challenging journey a product takes before hitting the shelves, and Drummond's key role in scaling these devices to ensure broader accessibility. Stressing on the need for forming strategic partnerships, Chris emphasizes the vital responsibility of supporting customers in the design process, thereby securing the viability of their innovative solutions at scale. The team also scrutinises the impact of the COVID-19 pandemic, reinforcing the significance of flexibility and adaptability in preserving business operations and supply chain management. In the concluding section of the episode, they discuss the vital role and the value of efficacy of a management team, underscoring the essence of the team's synergies and collective competencies in an organization. Chis outlines the value of failure as an entrepreneur, emphasizing its role as a tool for understanding one's potential and fostering success. The significance of networking, building sustainable relationships, and running startups are other invaluable nuggets shared in this insightful discussion. As an Angel Investor, Chris advises focusing beyond a startup's monetary value, instead, keeping an eye on the people and mission behind it. About Chris Strohsahl: Chris Strohsahl is the President and CEO of Drummond Scientific Company. A biophysicist by training, with expertise in the innovation of diagnostic techniques and devices, he rose to Drummond's top position at the start of 2022 and has since led the Company's rebranding as an elite manufacturing partner to both leaders and disruptors in the IVD and IVF industries. A passionate believer that medical device development works best when end-stage manufacturing is engaged early, Chris and his colleagues have driven a paradigm-shift at the Company, as Drummond now actively seeks to engage its partners far earlier than would be expected of a typical high-throughput manufacturer. About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that's been serving clients since 1967.  Not your typical accounting firm, HFCO's services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more.  When you work with Haefele Flanagan, we help you realize your long-term goals.  Please visit them at www.hfco.com. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”  

Welcome to another episode of Behind the Numbers! Join host Dave Bookbinder as he delves into the realms of leadership, entrepreneurship, and even skincare with the CEO and founder of Tiege Hanley, Kelley Thornton. In this episode, Kelley shares his journey as a serial entrepreneur, detailing his transition from corporate sales to founding a successful skincare company dedicated to helping men look and feel their best. Discover how personal experiences with skin cancer inspired Tiege Hanley's mission and learn about the company's innovative approach to marketing skincare routines to men. Kelly also opens up about the importance of company culture, leadership values, and the challenges of marketing directly to consumers. He emphasizes the role of humility in leadership and offers insightful advice for aspiring entrepreneurs. Don't miss Kelly's special offer for Behind the Numbers listeners! Go to www.tiege.com/behindthenumbers for amazing savings for viewers and listeners of this show. Tune in to gain valuable insights on entrepreneurship, leadership, and the evolving landscape of men's skincare. Whether you're a business owner or simply interested in personal care, this episode has something for everyone. About Kelley Thornton: Kelley Thornton is the Founder & CEO of Tiege Hanley.  After college, Kelley entered the Metropolitan New York area workforce as a sales representative in the point-of-purchase display and packaging industry. A few years into his career he was tasked with developing a Chicago presence for his company, Phoenix Display & Packaging, which later became part of International Paper. He relocated to Chicago, IL in 1993 and continued his trajectory to National Accounts Manager and ultimately Regional Sales Manager. After a successful 20-year career in the throes of Corporate America, he left the industry to found his second company, Purchase Point LLC. Purchase Point helped CPG companies think differently about their in-store merchandising platforms. Growing quickly with global customers such as Unilever, Mars Wrigley, Bayer, and Pfizer, Kelley brought a creative approach to captivating consumers during the last seven seconds along their Path to Purchase. Through his experience at Purchase Point, Kelley found the rapidly growing men's care industry inspiring. In 2016 he stepped away to found his next company, Tiege Hanley, a company with the mission of helping men look and feel amazing. The business has evolved from selling three distinct Skin Care Systems to boasting a wide variety of products, including deodorant, bar soap, body wash, and a detoxifying clay mask.  About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Welcome back to another episode of Behind the Numbers. This time, Dave Bookbinder sits down with Artem Koren, co-founder of Sembly AI, to dive into the hot topic of artificial intelligence in business. Artem shares some incredible insights on how Sembly AI is revolutionizing the way we handle professional meetings. Imagine having an AI that not only takes notes but also assigns tasks, identifies risks, and even provides personalized, proactive recommendations based on the context of your conversations. Sounds like a game-changer, right? We also explore how AI is getting smarter by the day, understanding nuances and connecting dots from past conversations to help you work more efficiently. If you're curious about the future of AI and how it can make your work life easier, you won't want to miss this episode! Check it out to learn more about how AI can be your new best teammate at work. Visit sembly.ai for more info and to start your free trial today! About our guest: Artem Koren grew up and lived most of his adult life in New York City. He graduated from Columbia University with a degree in Computer Science. He later attended the NYU Stern School of Business where he earned his MBA. Artem is passionate about using AI to enrich humanity and create positive change. He combines his experience in technology, product, and management consulting to create innovative products, bringing to life new ways that technology can help us reach our goals. Sembly AI, which he co-founded with Gil Makleff in 2019, is at the forefront of paving the way for a symbiotic partnership between humans and technology by helping teams bridge the gap between meetings and results.   About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

On this episode of  "Behind the Numbers," Dave Bookbinder interviews Keith Baldwin, CEO of Spikes Natioanlly Famous, author, and podcast host. Baldwin provides a riveting recount of his journey from being an employee in the sports industry to owning a successful enterprise, underlining his belief in the power of resilience, hard work, and employee care. Keith shares his company's transformative experience during the global pandemic—how an industry reliant on group gatherings adapted on the fly to stay afloat and keep everyone employed. Baldwin's business acumen and dedication to his team resulted in Spikes transforming into a call center for New York State in record time, demonstrating the vital role of responsiveness and adaptation in business. In addition to his business journey, Keith reveals a personal challenge to break the norm and experience something new every day. From flying a plane to spending a night on Philadelphia's streets, Keith's inspiring adventures became not just a year of unique experiences, but also a journey of self-discovery and profound life insights. Also mentioned is Keith's podcast, "Trophy Moments," where listeners join Keith on a journey of significant milestones and 'firsts' in people's lives, offering a blend of humor and wisdom. The podcast pushes listeners to break their daily monotony, stretch their limits, and pursue their aspirations. About Keith Baldwin: Keith L. Baldwin has spent over forty plus years in the Awards and Recognition business for one company on a journey from a teenage employee to an owner.  He has worked in all aspects of the business from assembly and engraving to his current position as Chief Relationship Officer and Majority Partner of Spike's Trophies, Ltd.  Spike's is an award winning Retailer and Manufacturer of the year recipient in the industry nationally and in the local community since 1929.    Spike's is also a distributor of Promotional Products and a manufacturer of interior Signage with three retail locations in Philadelphia and surrounding areas.     About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that's been serving clients since 1967.  Not your typical accounting firm, HFCO's services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more.  When you work with Haefele Flanagan, we help you realize your long-term goals.  Please visit them at www.hfco.com. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

On this episode of Behind the Numbers, Dave Bookbinder welcomes guest Cara Shortsleeve, CEO of the Leadership Consortium, for a thoughtful discussion on efficient leadership and facilitating younger talents' transition into leadership roles. Cara shares her extensive knowledge on inviting the best out of leaders by partnering with top global companies. The conversation explores the concept of 'servant leadership,' underscoring the importance for leaders to roll up their sleeves to ensure optimal conditions for their teams to thrive. They further investigate the challenges faced by the rising generation as they evolve from peers to bosses, offering interventional solutions to navigate this intricate process. The session then transitions into recognizing potential leaders, shining light on the integral roles of learning, curiosity, resilience, and adaptability in a world where change is the only constant. A focal point of their conversation delves into empathy, a quality Cara firmly believes can be nurtured and honed with the right mindset and training. Towards the end, they address the harsh realities of leaders conflicting with their seniors and how to navigate such scenarios gracefully. Enriched with profound insights, this episode of Behind the Numbers is a must-listen for anyone seeking to broaden their understanding of business leadership. Tune in for more episodes on team-building, bouncing back from disruption and efficient leadership in the corporate world.   About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.    Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.    He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”  

Ever thought about how you can boost your business's value and set it up for a successful exit? Valuation expert, Dave Bookbinder shed light on a crucial factor: de-risking your business to increase its valuation. Understanding that valuation is a forward-looking exercise, you can focus on reducing the perception of risk in your business, ultimately increasing its value in the eyes of potential buyers and investors. Dave highlighted the importance of showcasing a reliable and promising future for your business, as buyers are interested in the likelihood of achieving economic benefit streams. This insight emphasises the significance of taking proactive steps to de-risk your business, such as strengthening customer relationships, creating a culture of engagement, and diversifying key client dependencies. Understanding the impact of risk perception on your business's valuation can guide your strategic decisions and elevate your business's attractiveness for potential exits or investments. Watch the episode here: https://succession.plus/uk/podcasts-uk/dave-bookbinder/ If you would like to learn more about how to start preparing your business, then you can get more information here: It All Begins with Insights. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Behind the Numbers, host Dave Bookbinder sits down with Ian Wristbridge, the dynamic CEO and founder of Magnar. A leader in providing cutting-edge security and operational technologies for critical infrastructure facilities, Magnar is making significant strides in the industry. Guided by his family's legacy and entrepreneurial spirit, Ian offers valuable insights into the complex task of safeguarding high-risk establishments. Listen as Ian details his journey of growing up in a tech-oriented environment, pairing with strategic partners, and successfully incorporating regulatory compliance and security best practices into Magnar's technology. Understand the motivations driving Ian and his team - a purpose-led commitment to enhance the security and safety of the U.S. by aiding crucial facilities. With increasing digital vulnerabilities and the aftermath of events like 9-11 shaping the industry, Ian also discusses the emerging cybersecurity threats and policies formulated to combat them. Discover Magnar's unique approach to security, viewing it not just as a cost but as a long-term investment. See how they help facilities strike a balance between profitability and risk management by improving security, safety, and operational efficiency. Witness Ian's captivating journey as a fourth-generation entrepreneur, imbibing lessons from his predecessors and maneuvering the entrepreneurial landscape in the tech sector. The episode deepens as Wristbridge opens up about the imperative values for any entrepreneur - a devoted team, a supportive system, and a unifying purpose. Learn from his insightful take on leadership, the importance of humility and the need to acknowledge and learn from failures. With a focus on purpose-driven leadership and open communication, Risbridge highlights how aligning individual paths with larger team goals can lead to exceptional organisational growth. Tune in to gain a sneak peek into the exciting future of Magnar and indulge in a riveting narrative about charting entrepreneurial success, orchestrating a supportive work environment, and leading with humility. A must-listen episode for budding entrepreneurs, industry leaders, and everyone interested in the world of risk management and corporate security. About our guest: Ian is a certified FSO and has spent over 20 years in the technology sector, with a proven track record of identifying innovative solutions to complex business problems. He is a 4th generation entrepreneur, who is passionate about creating technologies that transform how critical infrastructure facilities protect the health, safety and security of their personnel and visitors. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Join us in this episode of "Behind the Numbers" as our host, Dave Bookbinder, engages in a discussion with Amanda Kohal, founder and digital strategist of The Wolfe Co. This episode explores the strategic utilization of social media in broadening businesses and attracting new customers. In their in-depth conversation, Kohal explains why selecting the appropriate social media platforms is crucial, delving into the unique algorithms of leading platforms. She lauds TikTok for its potential to achieve incredible organic reach and visibility, stating that "About 85 to 90% of whatever you're posting to TikTok gets seen by people who are not following you". Moreover, Kohal introduces her innovative concept - 'InstaSite', an approach aiming to optimize social media efforts while expanding reach and engaging potential buyers. She underscores the fact that different social platforms serve different purposes, some perfect for discovery and growth, others for nurturing and conversions. Lastly, Kohal enlightens listeners about the importance of understanding the shelf life of social media content, the power of discovery platforms like TikTok and LinkedIn, and the significance of combining personal branding with business promotion for audience engagement. This episode unveils key insights into using social media platforms effectively for business growth, with a special focus on InstaSite in attracting Generation Z and Millennials. Listen to this episode for Amanda's expert insights on navigating the social media landscape to stay ahead in the business game. An episode that any business leader or owner seeking to harness the power of social media should not miss! About Amanda Kohal: Founder and Digital Strategist of The Wolfe Co. and creator of The Original InstasiteTM, Amanda provides business owners with access to reputable resources, community connections and trusted guidance/education to start converting on social. After working as a brand marketing manager in corporate, Amanda ventured on her own took her love of digital marketing and ran with it. From helping clients earn $10k from just 2 Instagram stories, $77k from one DM and $28K social media launches, Amanda has turned many personal brands and service-based businesses into cash cows. Her efforts have awarded her two RBC + Women of Influence nominations and a Bronze in the 2019 Canadian Marketing Associate awards in the Customer Experience category. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Your business is your largest asset and perhaps also your largest emotional investment but do you know what your business is worth? In this episode, we're discussing business valuation with two experts in the valuation profession.  Go Behind The Numbers with Ken May, Partner at Haefele Flanagan and Dave Bookbinder, Executive Director of Valuation Services at Haefele Flanagan. Ken is a CPA and Certified Valuation Analyst. He leads the consulting practice at Haefele Flanagan and also has a diverse public accounting background. He provides accounting and assurance, tax, consulting, litigation, and business valuation services to clientele. Ken's industry exposure includes transportation, financing, manufacturing, distribution, service, and health industries. He also serves as treasurer for the Southern New Jersey Chapter of the Risk Management Association. In this episode we're discussing the many reasons why companies need a business valuation; valuation methodologies and techniques, mistakes that can be avoided; how knowing the value of your business can save you money; and more! The article about EBITDA mentioned in the conversation can be found here: https://bit.ly/3CH5AQA   About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that's been serving clients since 1967.  Not your typical accounting firm, HFCO's services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more.  When you work with Haefele Flanagan, we help you realize your long-term goals.  Please visit them at www.hfco.com.   About the Host: Dave Bookbinder Dave Bookbinder is Executive Director of Valuation Services at Haefele Flanagan. He's a corporate finance executive with a focus on business and intellectual property valuation and the person that clients reach out to when they need to know what their most important assets are wort. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.    Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

In this episode of "Behind the Numbers," our host, Dave Bookbinder, engages in a compelling discourse with Rich Kirkpatrick, author of "Mind Blown: Unlock Your Creative Genius by Bridging Science and Magic." Together, they explore the vast landscape where creativity intersects with the corporate universe. Throughout the conversation, Kirkpatrick shatters the widely held belief that creativity and business live in separate spheres. He emphasizes how leadership and innovation are tied deeply within an extensive, systematic process. We journey with them into the profound phases of creative exploration - discovery, development, and delivery. An impactful dialogue unveils before us, demonstrating how breaking free from conformist constructs and tapping into the realm of imagination can stimulate creativity in business. Kirkpatrick provides invaluable insights into the captivating interplay between science and magic within creativity. He highlights the transformative power that creativity can invoke when effectively integrated into business. He deciphers the importance of empathy, vision, and intentionality in fostering a culture of innovation, pointing out that embracing creativity can lead business leaders towards exceptional growth and profitability. We conclude with Rich's invaluable advice aimed at nurturing creativity in personal and professional settings. Whether it's understanding which facet of creativity they lean towards - the 'robot' or the 'wizard' - or even discovering the lessons from the opposite style, viewers are sure to glean a wealth of knowledge. This riveting episode is a treasure-trove for anyone looking to channel their creative genius for personal & professional advancement. Prepare to transform your business approach through the power of innovation and inspiration. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Today's guest says that many sellers are surprised by how grueling the sale of their company can be,  He's here today to offer advice on how to navigate the process and come out on top. Dave Bookbinder goes Behind The Numbers with Jim Haefele, Partner and Visionary at Haefele Flanagan. Jim has provided a variety of services to clients including tax consulting and compliance, general advisory, strategic business planning and budgeting, due diligence, business valuation and succession planning. He is regularly involved in negotiating loans and exploring financing alternatives for his clients with various financial institutions. Jim has extensive experience with the acquisitions and dispositions of business operations for corporations, partnerships, limited liability companies and sole proprietorships. In this episode we're discussing the elements that make a business ready for sale;  navigating the sale process; and when to start preparing for a sale. About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that's been serving clients since 1967.  Not your typical accounting firm, HFCO's services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more.  When you work with Haefele Flanagan, we help you realize your long-term goals.  Please visit them at www.hfco.com. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

In this engaging episode of 'Behind the Numbers', host Dave Bookbinder delves into a fascinating conversation with Sean Austin, the Founder and CEO of Helios Life Enterprises. The discussion centers around the extraordinary role of voice tone in shaping business outcomes. Sean unravels how his innovative algorithm at Helios aids in identifying voice changes and tonal variations, thereby facilitating a deeper understanding of the underlying messages conveyed. With his extensive experience in AI, Austin highlights the widespread applications of voice analytics, encompassing capital markets, interviews, and customer services. The conversation takes an interesting turn towards Market EQ, a venture co-founded by Sean, that provides an AI tool to analyze any communication. Designed to unravel the intricacies of language and measure voice volatility, Market EQ aims to enhance communication efficiency and instill confidence through a user-friendly platform. Diving deeper, the discussion unravels the substantial impact of voice tone and its potency in detecting deception, evaluating confidence, and accurately deciphering corporate genuineness. Sean unraveled the exceptional value of this technology in honing individuals' presentation skills and providing an edge to investment quants. The episode concludes with Sean imparting insightful advice to budding entrepreneurs, urging them to demonstrate resolve, perseverance, and to 'pound the pavement' in their respective journeys. Tune in to glean fascinating insights at the crossroads of technology, corporate communication, and market trends. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Today's guest says that “talent isn't enough.” Just like in sports, he has built his team on that notion and is creating an organization that is becoming the “employer of choice.” Dave Bookbinder goes Behind The Numbers with Michael Rosen, Chief Executive Officer at Commercial Cleaning Corp. Mike Rosen has been the CEO of Commercial Cleaning Corporation since 1988 and has been working in the cleaning industry since 1978. As an early proponent of green cleaning, Mike has served on green cleaning panels for the Mid Jersey Chamber of Commerce, New Jersey Sanitary Supply Association, and the New Jersey Green Association, as well as co-authoring an article in the Building Service Contractors Association International entitled “Green Cleaning in Public Schools”. Mike also serves as the president of the Trenton Rotary Club and services on the Board of Directors of the Trenton Rotary Foundation and Trenton Catholic Academy. In this episode we're discussing the dynamics of family-owned businesses; the journey to re-invent the company's culture; and more. About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that's been serving clients since 1967.  Not your typical accounting firm, HFCO's services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more.  When you work with Haefele Flanagan, we help you realize your long-term goals.  Please visit them at www.hfco.com. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Today's guest is a former tech recruiter who wanted to change the employee / employer recruiting experience by launching his own company.  That company was just recognized with an award for Startup of the Year. Dave Bookbinder goes Behind The Numbers with Jared Tang, Founder and CEO of Gaggle Social.  Jared Tang is the Founder &. CEO of Gaggle Social, the enterprise software dedicated professional networking. The platform reduces the length of the hiring process by fine tuning your talent search through faster skills evaluation, streamlined search features, multiple job posting options, and more. In this episode Jared shares his insights about the limitations of one-size-fits-all recruiting sites; how to find the best-fit employees and why empathy in the workplace is critically important. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”  

Why do many small businesses fail to scale? Today's guest says that it's a function of leadership and it's fixable. Dave Bookbinder goes Behind The Numbers with Hal Levenson, Partner and Chief Visionary Officer  at Haefele Flanagan. Former CPA, Hal Levenson, spent many years in his accounting practice helping small and medium-sized companies, in the New York, New Jersey and Philadelphia area. An entrepreneur himself, Hal is passionate about the contributions that entrepreneurs make to economic growth, standard of living, skill advancement, and community development. Yet, in his years in accounting, he saw the frustration of CEOs trying to align business objectives with personal goals. He noticed that so many businesses seemed stuck. Employees at most every level were putting in long hours and working exceptionally hard just to get an edge on a competitor, keep up with technology or handle sensitive personnel issues. When organizations attempt to carry out major business functions without the required skills and behaviors, it creates a great and unnecessary challenge and slows business growth. Hal founded Trilogy Partners in 2009 to provide these businesses and their CEOs with the direction, planning, and financial advice that they need. He formed a team of experienced C-Suite advisors, called Alliance Partners, who could help entrepreneurs implement their vision. In 2021, Trilogy Partners merged with Haefele Flanagan to provide stronger outcomes for clients, whom now have access to holistic business advisory services from strategy through finance.  HFConsulting services include, but are not limited to, strategic planning, executive and leadership coaching, business transition and exit planning, financial education, and C-Suite support. In this episode we unpack the various factors that impact a company's ability to scale, including identifying blind spots; making tough decisions; creating healthy conflict to increase accountability; and more!   About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that's been serving clients since 1967.  Not your typical accounting firm, HFCO's services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more.  When you work with Haefele Flanagan, we help you realize your long-term goals.  Please visit them at www.hfco.com. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Is private equity a solution for your company? Is private equity in your career path? Today's guest says that she has “the coolest job in the world” and she's going Behind the Numbers to discuss both of these questions. Dave Bookbinder goes Behind The Numbers with Dyana Baurley, Director, Head of NA Business Development, Middleground Capital. MiddleGround Capital is a private equity firm based in Lexington, KY. MiddleGround makes control equity investments in middle market B2B industrial and specialty distribution businesses. MiddleGround works with its portfolio companies to create value through a hands-on operational approach and partners with its management teams to support long-term growth strategies. For more information, please visit: https://www.middleground.com/ In this episode we're discussing how private equity can help family-owned businesses as a resource for long-term growth. Dyana also shares her passion about business development and networking. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Many small business owners feel that they aren't “ready” for a CFO, but most would benefit from CFO services. Dave Bookbinder goes Behind The Numbers with Chris O'Brian, Founder of O'Brian CFO Consulting In this episode we're discussing how small businesses and entrepreneurs can benefit from a chief financial officer; why clean financial statements are a critical need; and the importance of financial planning and analysis (FP&A). About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.    Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Interested in lowering your tax bill? (Who isn't?) Today we're discussing strategies that business owners can employ to keep more money in their coffers. Dave Bookbinder goes Behind The Numbers with Dave Gill, Partner at Haefele Flanagan. Dave leads Haefele Flanagan's tax compliance and planning practice, also offering accounting and consulting services to clients across a variety of industries. His specialties include real estate, retail, restaurants, wholesale, construction, medical practices, financial services and nonprofit. Dave's specialty in tax includes the compliance, planning and IRS representation of businesses, individual and nonprofit clients. Dave is a former chair of the Pennsylvania Institute of Certified Public Accountants' Emerging CPA committee. In this episode Dave shares his insights regarding the issues that business owners face in planning for tax time and strategies to use to reduce the tax burden. He also sheds light on the real estate segment, sharing techniques to minimize the tax bite, and more! About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that's been serving clients since 1967.  Not your typical accounting firm,HFCO's services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more.  When you work with Haefele Flanagan, we help you realize your long-term goals.  Please visit them at www.hfco.com. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Today we're discussing how compliance can increase the value of your company with the man who is known as the  “Compliance Evangelist.” Dave Bookbinder goes Behind The Numbers with Tom Fox, founder of the Compliance Podcast Network. Over the past 15 years, he has been a General Counsel and Chief Compliance Officer. He is now an Independent Consultant, assisting companies with anti-corruption, anti-bribery compliance, and international transaction issues. He specializes in bringing business solutions to compliance problems. Tom is the author of the award-winning Foreign Corrupt Practices Act (FCPA) Compliance and Ethics Blog and the international best-selling book “Lessons Learned on Compliance and Ethics.”  In this episode we're discussing all things related to compliance including  how compliance makes businesses more efficient and more profitable. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

“When should I sell my business?” is a common question asked by business owners, and one that today's guest is often answering. Dave Bookbinder goes Behind The Numbers with Jim Rogers, Managing Partner at Haefele Flanagan. Jim's areas of expertise include audit, private business consulting, succession planning, mergers and acquisitions, litigation support and forensic accounting. A licensed CPA in Pennsylvania, New Jersey, New York and Delaware, Jim works primarily in the not-for- profit, real estate development, construction, service, manufacturing and leasing industries. He serves on the Board of Directors for the Building Industry Association of Philadelphia and Holy Redeemer Health System. In this episode we're discussing how to overcome the emotional challenges related to selling your business; maximizing valuation; managing the proceeds of a sale; and more! About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that's been serving clients since 1967.  Not your typical accounting firm,HFCO's services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more.  When you work with Haefele Flanagan, we help you realize your long-term goals.  Please visit them at www.hfco.com. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Today's guest is a hands-on CFO who's involved in leading more than just the finance function. He's going Behind the Numbers to share why he believes that organizations will benefit from having a CFO that thinks like a CEO. Dave Bookbinder goes Behind The Numbers with Scott Stone - Chief Financial Officer at Alliance for Multispecialty Research. Scott is not your “typical” CFO (not that there's anything wrong with that).  He has always been fascinated by how things work, and that has led him to continuously seek a deeper understanding of how businesses really function. While he is passionate about being a Finance leader, he is drawn to learning how enterprises grow and thrive, and how to build and develop the teams that create meaningful opportunities for people - and ultimately drive value creation.  Scott also leads a class in the UAB School of Entrepreneurship called "Entrepreneurial Finance and Accounting", in which the entrepreneurs of tomorrow learn how to develop and use Accounting and Finance skills in their future endeavors. In this episode we're discussing how a CFO can create value in an organization; how to manage the ever-expanding role of the CFO and why they should be asking for more; and building culture as a finance leader. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.    Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.    He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”  

How do you know if your investment in marketing is paying off? Today's guest answers that question and more. Dave Bookbinder goes Behind The Numbers with Ali Schwanke, CEO and Founder of Simple Strat Ali Schwanke is the founder of Simple Strat, a Diamond HubSpot solutions partner and B2B content marketing agency. She's also the co-host of HubSpot Hacks, the unofficial YouTube channel for HubSpot tutorials. Ali is a sought-after speaker, marketing advisor, and podcast guest about HubSpot, marketing strategy and driving leads and awareness through content across multiple platforms. Audiences appreciate her no-BS approach and her keen ability to bring fresh ideas and strategies to marketing and sales teams. In this episode Ali shares how the use of video shortens the sales cycle, the role of artificial intelligence in content marketing and why building a brand is a strategy for building valuation. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Research suggests that individuals who lack empathy and remorse and possess manipulative tendencies are drawn to leadership positions in companies. Surprisingly, the incidence of psychopathy among CEOs is comparable to that of the prison population, with up to 1 in 5 corporate executives exhibiting psychopathic traits. This alarming statistic highlights the significant presence of psychopathy among CEOs, especially when compared to the general population where only 1 in 100 individuals are psychopaths. In a fascinating conversation, Dave Bookbinder delves into the subject with Jack McCullough, the President of CFO Leadership Council and author of "Secrets of Rockstar CFOs" and "The Psychopathic CEO: An Executive Survival Guide." Jack, who founded The CFO Leadership Council in 2006, has successfully established a platform for chief financial officers to access top-notch professional development programs and networking events. With his extensive experience as the Director of KPMG's Global Innovation Center and as a CFO for 26 startups, Jack understands the challenges faced by corporate leaders in today's business landscape. His expertise has earned him recognition and media attention, with interviews on Bloomberg, CNN, and Fox Business Network, as well as mentions in publications such as the Wall Street Journal, CFO Magazine, and Business Finance Magazine. Jack's contribution to the field of finance extends beyond his role as a CFO. He has developed a venture capital course for Harvard Business School and MIT Sloan MBA candidates, solidifying his reputation as a thought leader in the industry. Furthermore, he is the visionary behind the highly acclaimed MIT Sloan CFO Summit, regarded as the most influential conference for financial leaders worldwide. In this episode Jack tells us how to identify a psychopathic CEO including some famous ones;  how to survive working with a psychopathic CEO;  what separates a good CFO from an elite CFO, and more!   About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.    Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Does leadership truly have an impact on your financial results? Dave Bookbinder delves into the statistics with Dr. Andy Neillie, the founder of Neillie Leadership Group. Dr. Neillie is not only a business owner but also a bestselling author on leadership and an acclaimed speaker. Andy Neillie is an expert in his field, serving as a keynote speaker, corporate trainer, coach, and consultant. He works with both Fortune 500 companies and small to mid-sized businesses, as well as trade groups and associations. Additionally, he imparts his knowledge of leadership principles to MBA students at Concordia University.  Dr. Neillie has also authored a book titled "The Golden Principles: Life and Leadership Lessons from a Rescued Dog," which draws upon simple yet powerful lessons from a Golden Retriever to guide individuals in living and leading successfully.   In this episode we're discussing how leadership impacts profitability and culture; the Four Leadership Necessities; and more! Visit www.leadershipmaterials.com for a free e-book from Andy! About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.    Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”