Behind The Numbers

On this episode of Behind the Numbers, we uncover the unconventional business approach of professional rule breaking! Join us as we decipher this unique strategy with Kathy Walterhouse, a professional rule breaker and host of the Professional Rule Breaker podcast. Learn how breaking from the norm doesn't mean breaking laws, instead it's about challenging conventional wisdom and disrupting the status quo.
Through Kathy's unique approach, paralleled with Elon Musk’s disruption of the auto industry, she has found stunning success in her sales career, selling close to a billion dollars. In our discussions, Kathy dives deep into the importance of maintaining a strong mindset, overcoming doubts and fears, dealing with imposter syndrome, and centering the focus on the customer for utmost success in sales.
Kathy lays emphasis on the principle of selling in the same way you'd like to be sold to. Pushing stereotypes aside, she introduces the idea of selling as a noble act of helping others, removing their pains, and guiding them towards success. As Kathy points out, when customers succeed, so does the business. Also, learn about Kathy’s 'connection campaign'- a unique way to engage customers at a personal level for more meaningful connections.
To wrap up, Kathy encourages us to dare to break the norm and to always remain brave and authentic. According to her, every individual carries the potential to make a significant difference. Don't miss out on this enlightening episode of Behind the Numbers, where we explore how professional rule breaking can lead to unprecedented success in sales and business.
About our guest:
Kathy Walterhouse has been named Top 20 Business Coach to look out for in Disrupter Magazine. She is an ex- corporate sales expert having sold close to a billion dollars. After being asked numerous times how she did it Kathy realized there was a real need to help entrepreneurs find success in their marketing and sales. She has her own methodology of success. One of her pillars of success is being authentic and having the philosophy of drawing outside the lines, not following what is expected .....in essence being a rule breaker.
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.”
 
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals  & The NEW ROI: Going Behind The Numbers
🔸 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
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions:
Open Apple Podcast App.
Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast
Click on the SHOW, not the episode.
Scroll all the way down to “Ratings and Reviews”
Click on “Write a Review”
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
 
 

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.”
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals  & The NEW ROI: Going Behind The Numbers
🔸 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
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it.
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!

Join Dave Bookbinder as he gets up close with Brandon White, an entrepreneur, author of  Back of the Napkin to... Business Plan in 11 Slides, and radio host, in this illuminating episode of Behind the Numbers. Learn about Brandon's journey from the confusion he faced post-college to his triumphant stride into the world of entrepreneurship. Trace his steps to success as he used the internet to his advantage, built a digital magazine, and successfully raised funds from venture capitalists.
Listen to Brandon tell the tale of his run-ins as an entrepreneur including his dramatic encounter with a venture capitalist that facilitated a million dollars boost to his digital magazine. Discover how his innovative mindset and determination led to his company being sold to a large public media organization based in Canada. Aside from his entrepreneurial exploits, learn about his experiences as a venture capitalist, a stint at America Online, and his journey to business school.
When it comes to starting or growing a business, having a lucid and robust business plan is critical. Brandon discusses his approach of turning a comprehensive business plan into an easy-to-understand 11-slide presentation. He outlines the various aspects of the business plan, from the elevator pitch to the go-to-market strategy. With valuable insights from his experiences, missteps, customer interactions, and knowledge as an investor and entrepreneur, Brandon is a treasure trove of advice for aspiring and established business owners alike.
Besides dispensing his wealth of knowledge, Brandon is also involved in his recent project, Trevally and hosts the The Brandon White Show. Whether you're starting out with a business idea or seeking ways to expand your existing venture, this episode is brimming with actionable tips that can guide you towards success in business.
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.”
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals  & The NEW ROI: Going Behind The Numbers
🔸 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
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions:
Open Apple Podcast App.
Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast
Click on the SHOW, not the episode.
Scroll all the way down to “Ratings and Reviews”
Click on “Write a Review”
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
 
 

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.”
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals  & The NEW ROI: Going Behind The Numbers
🔸 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
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions:
Open Apple Podcast App.
Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast
Click on the SHOW, not the episode.
Scroll all the way down to “Ratings and Reviews”
Click on “Write a Review”
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
 

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.”
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals  & The NEW ROI: Going Behind The Numbers
🔸 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
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions:
Open Apple Podcast App.
Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast
Click on the SHOW, not the episode.
Scroll all the way down to “Ratings and Reviews”
Click on “Write a Review”
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!

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.”
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals  & The NEW ROI: Going Behind The Numbers
🔸 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
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions:
Open Apple Podcast App.
Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast
Click on the SHOW, not the episode.
Scroll all the way down to “Ratings and Reviews”
Click on “Write a Review”
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
 

Welcome to an exhilarating episode of 'Behind the Numbers', where business topics are uncovered and unraveled. Our guest this time, Jerry Dugan, the founder, and CEO of BTR Impact, sheds light on crafting a workplace environment where employees can take pride.
Diving into the intricacies of modern workplaces, we discuss how leaders can weave together professional achievements and personal values, to curate a work-life balance offering success on their terms. BTR Impact specializes in detecting and solving the issues of disengagement and dwindling morale that typically plague workplaces.
Dugan's take on the 'Great Resignation', the rising trend of employees leaving their positions worldwide, is loaded with enlightening statistics. Essential themes of hybrid work models, the significance of growth opportunities, and the necessity of competitive pay are tactfully covered.
Together, we tackle the financial and morale implications of high employee turnover and explore potential strategies to combat dissatisfactory workplace environments. Devoting this episode to leaders and employees worldwide, we aim to foster a work culture that everyone can esteem.
For more of Jerry's impactful insights, visit btrimpact.com. We also venture into a hidden piece of wisdom from the Society for HR Management (SHRM) that states replacing an employee can potentially cost up to three times their annual salary.
Featuring Jerry's experience from his military background and professional sphere, he provides practical guidance on reducing turnover and boosting engagement at work. The conversation winds down with highlighting 'leading with empathy', showing how thoughtful and adaptable management can instigate incredible loyalty and commitment from staff.
Tune in for an episode packed with insights for business leaders and HR professionals aiming to refine their leadership skills, increase employee engagement, and lessen turnover to enhance their organization's profitability and performance.
Here’s the link for the turnover calculator discussed during the interview https://btrimpact.com/healthcare-staffing  
 
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.”
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals  & The NEW ROI: Going Behind The Numbers
🔸 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
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions:
Open Apple Podcast App.
Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast
Click on the SHOW, not the episode.
Scroll all the way down to “Ratings and Reviews”
Click on “Write a Review”
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!

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.”
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals  & The NEW ROI: Going Behind The Numbers
🔸 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
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions:
Open Apple Podcast App.
Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast
Click on the SHOW, not the episode.
Scroll all the way down to “Ratings and Reviews”
Click on “Write a Review”
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!

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.”
 
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals  & The NEW ROI: Going Behind The Numbers
🔸 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
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions:
Open Apple Podcast App.
Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast
Click on the SHOW, not the episode.
Scroll all the way down to “Ratings and Reviews”
Click on “Write a Review”
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!

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.”
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals  & The NEW ROI: Going Behind The Numbers
🔸 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
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions:
Open Apple Podcast App.
Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast
Click on the SHOW, not the episode.
Scroll all the way down to “Ratings and Reviews”
Click on “Write a Review”
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!

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.”
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals  & The NEW ROI: Going Behind The Numbers
🔸 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
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions:
Open Apple Podcast App.
Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast
Click on the SHOW, not the episode.
Scroll all the way down to “Ratings and Reviews”
Click on “Write a Review”
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!

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.”
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals  & The NEW ROI: Going Behind The Numbers
🔸 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
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions:
Open Apple Podcast App.
Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast
Click on the SHOW, not the episode.
Scroll all the way down to “Ratings and Reviews”
Click on “Write a Review”
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!

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.”
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals  & The NEW ROI: Going Behind The Numbers
🔸 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
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it.
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!

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.”
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals  & The NEW ROI: Going Behind The Numbers
🔸 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
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions:
Open Apple Podcast App.
Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast
Click on the SHOW, not the episode.
Scroll all the way down to “Ratings and Reviews”
Click on “Write a Review”
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!

“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.”
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals  & The NEW ROI: Going Behind The Numbers
🔸 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
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions:
Open Apple Podcast App.
Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast
Click on the SHOW, not the episode.
Scroll all the way down to “Ratings and Reviews”
Click on “Write a Review”
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!