Books & The Biz Podcast Por Dan Paulson and Richard Veltre arte de portada

Books & The Biz

Books & The Biz

De: Dan Paulson and Richard Veltre
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Finance and Operations need to work together. Often they don’t. Join Richard Veltre and myself for discussions about business (the BIZ) and finance (the BOOKS). About Rich: He has served in executive leadership positions at finance consulting firms focusing on the development, implementation, and management of the full spectrum of financial systems. Rich started his career at Price Waterhouse and now acts at a fractional CFO for companies in healthcare, finance, logistics, and construction. About Dan: He built his career working key leadership positions for several large corporations such as Menards and Lands’ End. In 2005, Dan decided he no longer wanted to continue on the corporate executive path and launched InVision. He now helps owners and executives improve operational performance and workplace culture in the areas of manufacturing, construction, healthcare, and finance. Books & The Biz is a podcast where we talk about our experiences, what’s happening in the world today, and how it impacts companies. Economía
Episodios
  • AI Is Coming For You!
    Nov 14 2025

    The Rise of Artificial Intelligence in Business Artificial Intelligence (AI) has become the latest buzzword in the business world, with many touting its potential to revolutionize industries and reshape our world. However, there are concerns about the impact AI will have on jobs and the economy. In this note, we will explore the role of AI in business and discuss how it may help or hurt your organization.

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    28 m
  • Getting to 3X to 5X Growth
    Nov 6 2025

    The M.A.A.X. System is a revolutionary approach to business success that focuses on four key areas of financial and operational performance. By implementing this system, small to medium-sized companies can achieve unprecedented growth and drive their business forward. In this article, we will delve into the principles of the M.A.A.X. System and explore how they can be utilized to propel your company to new heights.

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    34 m
  • Spending Money to Make More Money
    Oct 30 2025

    Where Are You Losing Equity? It's a common misconception that cutting costs and tightening budgets is the best way to prepare for a sale. However, as Paul Curtiss explains, this approach can actually have the opposite effect. By investing in hiring executives and upgrading equipment and technology, you not only improve your business's performance now but also set yourself up for greater success in the future. Learn how these strategic add backs can help you retain equity and secure a higher sale price.

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    32 m
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