Behind The Numbers With Dave Bookbinder

Behind The Numbers With Dave Bookbinder
  • 4.9 (69)
  • Entrepreneurship
  • Weekly

Behind The Numbers With Dave Bookbinder explores the financial, strategic, operational, and human factors that drive business performance and enterprise value. Hosted by Dave Bookbinder, ASA, CEIV, business valuation expert, author, and corporate finance executive, the podcast looks beyond the numbers to uncover what makes businesses successful, what creates sustainable competitive advantage, and what ultimately drives business value. The financial statements tell part of the story. Leadership, strategy, organizational culture, intellectual property, employee engagement, and execution help explain the rest. Through conversations with accomplished CEOs, CFOs, entrepreneurs, authors, and financial thought leaders, Dave explores topics including business valuation, corporate finance, mergers and acquisitions (M&A), exit planning, business growth, leadership, technology, and human capital. Each conversation offers practical perspectives on the decisions, capabilities, and intangible assets that influence a company's performance and long-term value. Recognized with two best-in-category podcast awards and reaching listeners in more than 100 countries, Behind The Numbers With Dave Bookbinder brings together business insights from across industries and disciplines. Because numbers tell the story, but the people bring it to life.

  1. 5d ago

    How to Turn Financial Data into a Forward-Looking Growth Engine - Jon Morris

    Stop looking in the rear-view mirror and start using your financial data to drive profitable business growth. In this episode of Behind the Numbers, host Dave Bookbinder sits down with Jon Morris, founder of Fiscal Advocate and Engine BI, who famously bootstrapped Rise Interactive from a $10,000 business plan win into a near-$40 million powerhouse. Jon breaks down his pivotal 2009 inflection point that forced him to master financial metrics, showing why financial planning and analysis (FP&A) must function as a proactive strategy rather than a rear-view accounting exercise. Together, they explore the concrete frameworks leaders need to eliminate margin leaks, accurately evaluate marketing ROI using payback and cost-to-acquire metrics, and safely budget for R&D in a service business. Mastering your numbers is the ultimate key to unlocking cash, making confident decisions, and maximizing your company's true enterprise value. The Three Numbers That Matter: Cash relative to overhead, net profit margin, and year-over-year revenue growth. Smart Financial Operations: Fixing profit leaks, optimizing owner draws, and leveraging modern AI tools to drive efficiency without team burnout. Mastering your numbers is the ultimate key to unlocking cash, making confident decisions, and maximizing your company's true enterprise value. About our guest: Jon Morris is the Founder and CEO of Fiscal Advocate Inc, a technology-enabled professional services company powered by EngineBI software.  Prior to Fiscal Advocate, he established Rise Interactive in 2004 with prize money from his second-place finish in the University of Chicago's prestigious New Venture Challenge.  Over the next 16 years, he grew Rise from a one-person shop to one of the largest independent marketing agencies in the world.  After selling Rise, Jon pondered his next move and realized that he was most energized when connecting and helping fellow entrepreneurs grow their businesses. Fiscal Advocate is the product of this inspiration.  Jon recognized that focusing on insights-driven finance was instrumental in Rise’s success and understood that other agencies, in fact, nearly any professional service company, could benefit from it.  So, like at Rise, Jon developed a proprietary, tech-enabled approach for surfacing the hidden financial insights that drive critical business decisions.   Fiscal Advocate’s innovative, tech-enabled financial management is designed to help professional service companies drive revenue growth, save time, increase profitability, and improve cash position.  These services include basic accounting and bookkeeping, cash flow analysis, month-end analysis, as well as annual planning and forecasting using EngineBI software. About the Host: Dave Bookbinder is known as a trusted provider for independent business valuations, corporate asset appraisals, and exit planning advisory and he is the person that business owners and their advisors 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!

  2. Oct 20

    How to 10x Your Business Without Founder Burnout - Blake Erickson

    Linear growth is the slow road to stagnation, but exponential scale is engineered through radical simplification, strategic hiring, and leveraging time. In this episode of Behind the Numbers, host Dave Bookbinder sits down with Blake Erickson, co-founder of Scaling.com and New York Times bestselling author, to unpack how he built $10M in ARR in just eight months. Blake breaks down why traditional incremental thinking stalls growing companies and explains how shifting focus from cost reduction to enterprise value creation directly drives higher business valuation multiples. He shares his core philosophy on scaling operations, identifying critical bottlenecks that block 10x growth, and protecting culture while rapidly expanding headcount. To transition from founder-dependent operator to high-leverage leader, Blake emphasizes doing fewer things better and systematizing decision-making. Key strategies and actionable frameworks discussed in this conversation include: Setting an audacious 10x growth target and reverse-engineering the operational blueprint over a three-year timeline. Hiring upward for the future state of the business rather than staffing for current daily needs. Using time as leverage and eliminating low-impact activities to prevent founder burnout and streamline efficiency. If you are ready to stop managing linear progress and start engineering exponential enterprise value, this conversation offers the exact roadmap to scale your business with speed and clarity. Scaling.com: https://scaling.com/ Free Scaling Blueprint: https://scaling.com/free-download Blake Erickson Website: https://blakeerickson.com/ Blake Erickson LinkedIn: https://www.linkedin.com/in/blake-erickson-756b54168/ About Our Guest: Blake Erickson is the founder of Scaling.com and co-author of the New York Times bestselling book The Science of Scaling. In its first eight months, Scaling.com went from zero to $10 million in revenue — built on the same playbook their company brings to the 500+ companies they advise, ranging from$500K to $10 billion in annual revenue. Over the last five years, he's recruited, led, and trained more than 1,200 people. As a highlysought after keynote speaker and advisor, he works with entrepreneurs who are serious about building something that grows fast, runs well, and lasts — on a timeline most people think isn't realistic. About the Host: Dave Bookbinder is known as a trusted provider for independent business valuations, corporate asset appraisals, and exit planning advisory and he is the person that business owners and their advisors 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!

  3. Oct 13

    Human-First Marketing Strategies That Convert Social Media into Measurable ROI - Phil Treagus-Evans

    Stop chasing vanity metrics and start building the human trust that actually drives revenue. In this episode of Behind the Numbers, host Dave Bookbinder sits down with Phil Treagus-Evans, Founder and CEO of Giraffe Social Media and author of Human First Marketing, to solve the ultimate digital marketing challenge: turning social media activity into bottom line business value. Many brands stay trapped in a cycle of constant posting without clear ROI, but Phil exposes why surface metrics like likes and views fail to reflect enterprise growth. He breaks down the fundamental differences between B2B and B2C social dynamics, explaining how to maintain momentum across long sales cycles while measuring true commercial impact. The conversation explores how combining organic community management, employee advocacy, and targeted paid strategies turns passive followers into qualified pipeline. To stand out in an AI-dominated landscape, Phil shares actionable frameworks from his book, Human First Marketing, detailing how to turn quiet internal expertise and corporate culture into an uncopiable competitive advantage. Listeners will learn immediate operational pivots to humanize their brand, elevate executive visibility, and boost real buyer engagement: Prioritize real faces and authentic stories over generic corporate graphics to instantly raise audience trust. Measure comments, conversations, and brand sentiment over high-volume surface metrics. Align personal founder branding directly with corporate identity to build lasting brand equity. By showing the real people behind your operations, you transform traditional social channels into powerful trust engines that consistently yield measurable ROI. About Our Guest: Phil Treagus-Evans is the CEO & Co-founder of the UK social media agency Giraffe Social. They help established brands build trust on social media, using their human-first marketing philosophy. Phil is also the bestselling author of Human-First Marketing: The Art of Being Seen, Trusted and Remembered. Links Giraffe: https://www.giraffesocialmedia.co.uk/ Book: https://www.amazon.co.uk/Human-First-Marketing-Trusted-Remembered/dp/1068454202/ Personal: https://www.philtreagusevans.co.uk/ About the Host: Dave Bookbinder is known as a trusted provider for independent business valuations, corporate asset appraisals, and exit planning advisory and he is the person that business owners and their advisors 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!

  4. Oct 6

    Why 80% of Businesses Never Sell - Christine Nicholson

    Eighty percent of business owners fail to sell their company because they build a job instead of a transferable asset. In this episode of Behind the Numbers, host Dave Bookbinder sits down with award winning business mentor, author, and exit readiness expert Christine Nicholson to confront the stark realities of enterprise exits. Most founders spend decades pouring their lives into a business only to realize it cannot survive without them. Christine exposes the hidden value drains created when a company depends heavily on its owner and breaks down why realistic valuations rarely align with seller expectations. From navigating multiple shareholder conflicts to evaluating the hidden risks of earn-outs and deferred considerations, this conversation redefines what it takes to build a saleable, resilient enterprise. Drawing from her latest book, Sell It, Christine reveals how to conquer the emotional trap of identity fusion so founders can successfully transition out on their own terms. To maximize enterprise value and ensure a seamless exit, business leaders must take immediate, deliberate steps: Map every daily owner activity to identify single-point dependencies and systematically delegate operational authority. Initiate formal exit planning three to five years before going to market to build governance and clean up financial records. Obtain a professional, objective valuation and execute a competitive sale process to negotiate superior deal terms. Building a business you can leave is the ultimate test of leadership and the surest way to secure your legacy.   About Our Guest: Christine is a multi award-winning Professional Business Mentor. She has authored several acclaimed business books and is a regular keynote speaker on Succession and Exit Planning. As a businesswoman who has built multi-million revenue businesses over the last 30 years, she has worked with many business owners in all sectors including taking one from bankruptcy to 8-figure exit in 18 months. She has spent a few years accidentally running a zoo! Her latest book, “How to Successfully Sell Your Business” helps business owners get their business and themselves ready for the hardest part of the entrepreneur journey, leaving their business in the hands of others. Contact: christine@christinenicholson.co.uk Phone: 0333 567 8011 Website: https:// christinenicholson.co.uk Social: https://www.linkedin.com/in/christine-nicholson/ BOOKS: https://christinenicholson.co.uk/books/ About the Host: Dave Bookbinder is known as a trusted provider for independent business valuations, corporate asset appraisals, and exit planning advisory and he is the person that business owners and their advisors 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!

  5. Sep 29

    Treating People as Appreciating Assets – Dr. Cynthia Bentzen-Mercer

    When companies view workforce payroll strictly as an expense rather than an appreciating financial asset, they trigger a compounding cycle of organizational drift that silently destroys enterprise value. In this episode of Behind the Numbers, host Dave Bookbinder sits down with Dr. Cynthia Bentzen-Mercer, executive coach, human capital strategist, and author of Human Capital Investment Strategy and Now, Near, Next. Together, they unpack how subtle misalignments between strategy and workforce execution quietly bleed cash flow through high turnover, lost productivity, and stalled mid-career talent. Cynthia explains her foundational framework, The Law of Drift, and makes a compelling business case for why short-term head-count cuts frequently undermine long-term market valuation. The conversation reframes traditional workforce planning through the lens of portfolio management, applying risk stratification, performance metrics, and validated psychometrics directly to talent allocation. Cynthia shares actionable strategies for measuring organizational culture, overcoming gendered promotion barriers, and building real succession readiness across critical executive roles. Leaders will gain a clear roadmap for running structured quarterly human capital reviews, aligning talent directly with business performance, and taking immediate action to eliminate drift across their teams. Stop managing human capital as an overhead cost and start building a high-performing workforce that compounds enterprise value over time. About Our Guest: Dr. Cynthia Bentzen-Mercer is a human capital strategist, board-certified executive coach, and international keynote speaker with over 30 years of C-suite leadership experience. Grounded in the conviction that human capital is an appreciating asset, she helps CEOs, executive teams, and boards translate talent strategy into business metrics like risk, return, and compounding value. Cynthia is the creator of The Law of Drift and The Discipline of Direction™, frameworks designed to help high-performing leaders and organizations replace passive drift with intentional alignment. She is the author of Human Capital Investment Strategy and the USA Today bestseller Now, Near, Next, as well as host of the podcast Climbing the Corporate Ladder Without Breaking a Heel. Beyond her advisory work, she serves on non-profit boards dedicated to empowering underserved communities, including Dreams to Reality and AbleLight. About the Host: Dave Bookbinder is known as a trusted provider for independent business valuations, corporate asset appraisals, and exit planning advisory and he is the person that business owners and their advisors 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! 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!

  6. Sep 22

    The Human Edge: Harnessing Cognitive Strategy and AI in High-Stakes Decisions - Cheryl Einhorn

    Data and analytics are worthless without the human judgment required to make sense of them. In this episode of Behind the Numbers, host Dave Bookbinder sits down with Cheryl Einhorn, creator of the AREA Method and author of The Human Edge, to unpack how business leaders maintain a competitive advantage in an AI-driven marketplace. Together, they explore the hidden traps of modern decision-making, from noisy data and cognitive biases to the hasty choices driven by demands for speed. Cheryl breaks down why human intuition, critical thinking, and structured evaluation remain indispensable tools for navigating high-stakes business environments. Cheryl outlines the core mechanics of her AREA framework (Absolute, Relative, Exploration, Exploitation, Analysis), offering a clear blueprint to escape analysis paralysis. She introduces practical executive tactics, such as building AI "persona boards" to stress-test ideas, taking strategic "cheetah pauses," and spotting dangerous traps like confirmation and availability bias. Listeners gain actionable methods to audit their thinking, recognize algorithmic blind spots, and apply simple daily checks that expose critical evidence gaps. This discussion equips executives to know precisely when to deploy structured frameworks for high-uncertainty, high-cost choices. Cheryl shares a foundational habit every leader can adopt immediately: frame the core problem and outline explicit goals before ever prompting an AI tool. This single practice ensures technology serves as a powerful amplifier for human strategy rather than a replacement for it. Mastering your decision-making process is the ultimate strategic lever for leaders who want to cut through noise and build resilient organizations. About Our Guest: Cheryl Einhorn is the founder and CEO of Decisive, a decision sciences company that trains people and teams in complex problem solving and decision-making skills using the AREA Method.  AREA is an acronym for an evidence-based decision-making system that uniquely controls for and counters cognitive bias to expand knowledge while improving judgment. Cheryl developed AREA during her two decades as an award-winning investigative journalist writing for publications ranging from The New York Times to Foreign Policy Magazine, Barron’s and Harvard Business Review. Cheryl is a long time educator, teaching at Columbia University and at Cornell University’s SC Johnson School of Business and Cornell Tech. She is the author of three books: Problem Solved, A Powerful System for Making Complex Decisions with Confidence and Conviction, about personal and professional decision-making, and Investing In Financial Research, A Decision-Making System for Better Results about financial and investment decisions. Her new book about Problem Solver Profiles and the psychology of decision-making, Problem Solver, Maximizing Your Strengths To Make Better Decisions, recently won book awards for best psychology book and creative nonfiction book of 2024. Cheryl is also a contributing editor to several books by Harvard Business Review. Learn more by watching her Ted talk and visiting areamethod.com. About the Host: Dave Bookbinder is known as a trusted provider for independent business valuations, corporate asset appraisals, and exit planning advisory and he is the person that business owners and their advisors 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!

  7. Sep 8

    Turning Intellectual Property into Enterprise Value: The Business of Publishing - Terry Whalin

    A book can be a lot more than a book. For a business owner, executive, or professional, it can turn knowledge and experience into intellectual property—and open doors to opportunities far beyond book sales. In this episode of Behind the Numbers, I talk with Terry Whalin, author of more than 60 books, publishing consultant, and Acquisitions Editor at Morgan James Publishing. We talk about the realities of the publishing business, the myths authors often believe, and what publishers are really looking for. We also discuss author platforms, why social media followers aren't the whole story, and the importance of building assets you actually own—like an email list, website, and relationships. Terry and I also get into publishing scams, due diligence, and the many ways a book can generate ROI through consulting, speaking, media exposure, and new business. Because ultimately, it's not just about writing a book. It's about what the book can do for you. About Our Guest: W. Terry Whalin understands both sides of the editorial desk - as an editor and a writer. He worked as a magazine editor and his magazine work has appeared in more than 50 publications. A former literary agent, Terry is an Acquisitions Editor at Morgan James Publishing. He has written more than 60 books through traditional publishers in a wide range of topics from children’s books to biographies to co-authored books. Several of Terry’s books have sold over 100,000 copies. Also Terry has an innovative online training course to help authors effectively connect with literary agents and editors called Write A Book Proposal. Terry is a popular speaker and teacher at numerous writers’ conferences and an active member of the American Society of Journalists and Authors. Terry’s newest book is 10 Publishing Myths, Insights Every Author Needs to Succeed (Morgan James Publishing). You can get a physical copy of 10 Publishing Myths for only $10 including the shipping plus it comes with over $200 of free bonuses. You can get this special offer at publishingoffer.com   About the Host: Dave Bookbinder is known as a trusted provider for independent business valuations, corporate asset appraisals, and exit planning advisory and he is the person that business owners and their advisors 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!

  8. Aug 25

    Building a Future-Fit Organization - Jay Weiser

    A company's true value isn't locked in a spreadsheet; it is built or destroyed at the intersection of strategy, leadership, and execution. On this episode of Behind the Numbers, host Dave Bookbinder sits down with Jay Weiser, founder of Jay Weiser Consulting, to unpack what it truly means to build a future fit organization. Together, they examine how hidden structural drag and subtle misalignments between strategy, organizational capability, and operations quietly erode enterprise worth long before the damage hits the balance sheet. Jay shares actionable insights for navigating market disruption, detailing his Five Leadership Superpowers framework: present futurist, experienced learner, accountable collaborator, prepared risk-taker, and strategic executor. He highlights why human capital must be treated as a core business driver, emphasizing the strategic alignment needed between the Board, CEO, and CHRO, while offering private equity investors tools to stress-test assumptions in a non-linear world. Listeners walk away with practical strategies to sense market signals early, make faster decisions under uncertainty, and eliminate executive friction. Jay also outlines three diagnostic questions leaders can use immediately to uncover hidden capability gaps, align team execution with long-term strategy, and safeguard enterprise value. Equip your leadership team with the vision and execution capabilities required to build an organization that thrives through disruption. About Our Guest: Jay R. Weiser is the Chief Catalyst & Navigator of Jay Weiser Consulting and a strategy and leadership advisor with more than 30 years of experience guiding and enabling boards and executive teams improve performance, navigate uncertainty and translate strategic potential into realized enterprise value. His work focuses on what lies behind business results: the capabilities and organizational conditions through which governance, leadership, culture and the external environment strengthen - or erode - adaptability, performance and long-term value. A LinkedIn Top Voice, Jay has advised organizations across multiple industries from financial services to luxury retail and life sciences ranging. They have ranged from Global Fortune 500 to PE-backed companies and midsize family-owned businesses. His articles and insights have appeared in Chief Learning Officer, Corporate Board Member, Reworked, The National CIO Review and CIGRE’s Electra. He has spoken to international business, governance, and leadership audiences through organizations including the Good Governance Academy, the Private Directors Association, and the Virtual Advisory Board as well as industry and functional conferences. Jay holds a degree from the Wharton School of the University of Pennsylvania and an MBA from Emory University’s Goizueta Business School. Jay is the creator of the Multiplicative Value Model™ and The Five Leadership Superpowers®. His current work examines why organizations with strong strategies, talented people and substantial resources still fail to convert their potential into realized enterprise value—and what capabilities make an organization genuinely future-ready. Connect with Jay at https://linkedin.com/in/jayrweiser. Email him at jay@jayweiser.com Learn more about Jay Weiser Consulting at https://www.jayweiser.com. About the Host: Dave Bookbinder is known as a trusted provider for independent business valuations, corporate asset appraisals, and exit planning advisory and he is the person that business owners and their advisors 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!

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Behind The Numbers With Dave Bookbinder explores the financial, strategic, operational, and human factors that drive business performance and enterprise value. Hosted by Dave Bookbinder, ASA, CEIV, business valuation expert, author, and corporate finance executive, the podcast looks beyond the numbers to uncover what makes businesses successful, what creates sustainable competitive advantage, and what ultimately drives business value. The financial statements tell part of the story. Leadership, strategy, organizational culture, intellectual property, employee engagement, and execution help explain the rest. Through conversations with accomplished CEOs, CFOs, entrepreneurs, authors, and financial thought leaders, Dave explores topics including business valuation, corporate finance, mergers and acquisitions (M&A), exit planning, business growth, leadership, technology, and human capital. Each conversation offers practical perspectives on the decisions, capabilities, and intangible assets that influence a company's performance and long-term value. Recognized with two best-in-category podcast awards and reaching listeners in more than 100 countries, Behind The Numbers With Dave Bookbinder brings together business insights from across industries and disciplines. Because numbers tell the story, but the people bring it to life.

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