Behind The Numbers With Dave Bookbinder Podcast Por Behind The Numbers With Dave Bookbinder arte de portada

Behind The Numbers With Dave Bookbinder

Behind The Numbers With Dave Bookbinder

De: Behind The Numbers With Dave Bookbinder
Escúchala gratis

Obtén 3 meses por US$0.99 al mes

Go Behind the Numbers With Dave Bookbinder to Discover What Drives Business Success

You’ve heard the saying: ”You can’t manage what you can’t measure.” But the real stories of business success happen behind the numbers.

Join business valuation expert and best-selling author, Dave Bookbinder, as he goes beyond the spreadsheets to explore what truly drives success.

With insights from top executives, entrepreneurs, and thought leaders, you’ll gain a deeper understanding of leadership, finance, entrepreneurship, marketing, technology, and workplace culture.

Listen in and uncover the real factors behind business success!

Listened to in more than 100 countries | Recognized as one of the the top podcasts globally | Recognized with two awards for best in-category podcast.

Numbers tell a story but people bring it to life. ~ Dave Bookbinder

Copyright 2025. All rights reserved. Economía Finanzas Personales Gestión Gestión y Liderazgo Liderazgo
Episodios
  • What Business Owners Need to Know About ESOPs – Kelly Finnell

    What Business Owners Need to Know About ESOPs – Kelly Finnell
    Nov 25 2025
    If you’ve ever wondered whether an ESOP could be the right succession or liquidity strategy for your business, this episode breaks it down in practical, owner-friendly terms. ESOPs continue to gain traction among business owners, advisors, and management teams looking for a tax-advantaged way to transition ownership while preserving company culture and leadership continuity. In this conversation, we take a clear-eyed look at how ESOPs actually work, who they’re right for, and the real impact they can have on company performance. In this episode of Behind The Numbers With Dave Bookbinder, I’m joined by Kelly Finnell, president of Executive Financial Services and author of The ESOP Coach. Kelly has spent decades helping business owners evaluate ESOPs as part of their succession planning, and he brings both technical knowledge and real-world experience to the table. We discuss: The biggest myths and misconceptions business owners have about ESOPs How ESOPs compare to private equity, competitor sales, and management buyouts The traits that make a company a strong candidate for an ESOP – and the red flags How ESOP valuation works and how trustees influence deal dynamics What business owners should know about deal structure The cultural impact of employee ownership and why engagement tends to improve How leadership should communicate an ESOP to build an ownership mindset The key tax advantages that set ESOPs apart from other succession options Where ESOP efforts tend to go off track and what owners should watch for Whether you’re a business owner planning ahead, a manager interested in ownership culture, or an advisor guiding clients through succession decisions, this episode provides a grounded, actionable look at ESOPs from someone who has been in the trenches. 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: Kelly O. Finnell, J.D., CLU, AIF® is one of the nation’s premier ESOP consultants, having spent more than 40 years helping business owners design and execute ESOPs. Kelly is one of the most sought-after speakers about ESOPs, with experience presenting at more than 300 conferences and meetings throughout the U.S. and abroad in London and Sydney. An accomplished writer, Kelly wrote the preeminent ESOP book, The ESOP Coach: Using ESOPS in Ownership Succession Planning in 2010 and this work remains the most comprehensive guide to ESOPs today. Kelly has also published dozens of articles on the use of ESOPs in Ownership Succession Planning, An active member of the National Center for Employee Ownership (NCEO) and The ESOP Association, Kelly is a consistent pillar of leadership in the ESOP community. Kelly has also served in leadership roles in numerous professional and community activities, including: President of the Memphis Chapter of the Society of Financial Services Professionals, Vestry Member and Treasurer of his church, President of Family Services of Memphis, as a member of the Board of Directors of Renasant Bank and the Economic Club of Memphis and on the Dean’s Advisory Council at the Christian Brothers University School of Business. Kelly graduated magna cum laude from the University of Memphis and from the Cecil C. Humphreys School of Law. He earned the Accredited Investment Fiduciary- professional designation, awarded by the Center for Fiduciary Studies at the University of Pittsburgh. 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. 🔸 Grab Dave’s Books: The New ROI: Return on Individuals...
    Más Menos
    32 m
  • How to Drive Organizational Transformation and Growth – Jim Stevenson

    How to Drive Organizational Transformation and Growth – Jim Stevenson
    Nov 18 2025
    In this episode of Behind The Numbers With Dave Bookbinder, Dave speaks with Jim Stevenson, CEO of Bletchley Group, about how companies can achieve real transformation by aligning strategy, people, processes, and products. Drawing from his leadership experience at The Guardian and in global retail and digital businesses, Jim shares practical insights on breaking down silos, redesigning teams, and putting customer experience at the center of change. You’ll discover: Why true transformation starts with intentional, top-down culture change How discovery and learning at every level drive alignment and innovation What an 18-month horizon means for embedding sustainable change Why curiosity is a must-have hiring trait for every team How small operational shifts—like seating strategy and cross-functional collaboration—accelerate decisions And how balanced turnover and succession planning keep organizations adaptable and competitive If you’re leading transformation, managing growth, or rethinking how people and strategy connect, this conversation offers a practical roadmap for making change stick. About Our Guets: Splitting his time between Los Angeles and London, Jim Stevenson is the Founder and CEO of Bletchley Group, a renowned International Growth Consultancy with 24 years of expertise in strategy, transformation, and growth. He established Bletchley Group with a fundamental belief that while technology is powerful, it should always serve a meaningful purpose. Jim's unique value stems from his diverse background, having worked in numerous roles across various companies, enabling him to identify growth opportunities and achieve great results for his clients. He is also: Partner at Spark Collective International, an M&A firm,Chair of Kompas Health, a fast-growing Telehealth business expanding into the USA andChair of MediMusic, a digital therapeutics startup helping patients with dementia and chronic pain. 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. 🔸 Grab Dave’s Books: The New ROI: Return on Individuals | The NEW ROI: Going Behind The Numbers | A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube BEHIND THE NUMBERS WITH DAVE BOOKBINDER IS AN AWARD-WINNING PODCAST THAT IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY! ----more---- 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!
    Más Menos
    31 m
  • Estate Planning and Business Succession: What Every Business Owner Needs To Do Now - Brian Balduzzi

    Estate Planning and Business Succession: What Every Business Owner Needs To Do Now - Brian Balduzzi
    Nov 11 2025
    Why estate planning and business succession fail most often has nothing to do with legal documents. It comes down to communication, valuation, and timing. In this episode of Behind The Numbers With Dave Bookbinder, we explore the intersection of estate planning, business succession, and valuation with private client attorney Brian Balduzzi. Brian explains why estate planning is not just for the ultra-wealthy. Every business owner needs core documents in place to protect their family and business: wills, medical and financial powers of attorney, and a plan for what happens to their company. We dig into: How business valuation fits into estate and succession planning When to assemble the right advisor team and who should be at the table The dangers of ignoring valuation for illiquid assets Why failing to communicate plans derails succession efforts How gifting strategies, charitable giving, and legacy intentions shape outcomes Brian also touches on the emotional and human aspects of planning: chosen family considerations, stewardship of wealth, and why planning during life often creates better results than leaving everything to be sorted out later. If you're a business owner, this conversation offers practical steps to start protecting your company and your family today. #EstatePlanning #ProtectYourAssets #FuturePlanning #TaxStrategy #BusinessValuation #FamilyWealth #LifeGoals #LegacyPlanning ----more---- About Our Guest: Brian M. Balduzzi, Esq., Tax LL.M., MBA, CFP®, CEPA®, AEP®, IPA (he/him) is an attorney in the Private Client Group at Faegre Drinker in its Philadelphia, Princeton, and New York offices. Brian specializes in sophisticated estate and wealth transfer planning, helping families prepare for transitions, exits and succession. He also advises clients on estate and gift tax exemption strategies, charitable planning, prenuptial planning, estate and trust administration, and fiduciary litigation. Brian is a tax, business law, estate planning, accounting and finance adjunct professor. His scholarship has been featured in multiple regional and national trusts and estates and legal publications. In 2019, Brian was one of four Trusts and Estates attorneys selected as an ABA Real Property Trusts & Estate (ABA RPTE) Fellow, and, in 2021, as an American College of Trust and Estate Counsel Young Leader Fellow. For the ABA RPTE Section, he serves as the Chair of the IRA Plans & Distributions Committee, Chair of the Financial Planning and Risk Management Committee, Vice Chair of the DEI Committee, Member of the Trust and Estate Books Editorial Board and Council Member. Brian is also an active member of the Philadelphia Estate Planning Council on multiple committees and speaker as part of their Roundtable program. He has previously been honored as a Pennsylvania City and State Forty Under 40, Al DIA 40 Under Forty, Rainbow Revolutionary Distinguished Alumni, Philadelphia KEEPER, American Bar Association Top Forty Lawyers – On the Rise, and Boston University School of Law Young Alumni Chair Awardee. Brian holds his JD/Tax LL.M. from Boston University School of Law and his MBA with a Minor in Real Estate from Cornell University. He is licensed to practice law in PA, NJ, NY, FL, and MA, and he is in the process of waiving into the South Dakota bar. Links: Brian M. Balduzzi | Professionals | Faegre Drinker Biddle & Reath LLPEstate Planning Lessons From the Oracle of Omaha | Law.comPlanning Suggestions for the Impact of OBBBA on Estate and Tax Planning | Publications | Insights | Faegre Drinker Biddle & Reath LLPSales of Qualified Small Business Stock (QSBS), ‘Stacking’ and Other Structures for Advanced Estate Planning | Publications | Insights | Faegre Drinker Biddle & Reath LLP 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 ...
    Más Menos
    34 m
Todavía no hay opiniones