Maximize Business Value Podcast

Tom Bronson
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A podcast for business owners passionate about building long-term, sustainable value in their businesses - and ultimately transitioning on their terms. Mastery Partners Certified Partners host the Maximize Business Value Podcast: Dave Casey, David Brown, Mark King, Amy Morin, and Terry Chevalier. Mastery Partners equips business owners to maximize business value so that they can transition on their terms. Check us out at masterypartners.com. 

  1. 3D AGO

    How Scalable is Your Talent? Part One (#264)

    In this week’s episode of "Maximize Business Value," Dave Casey sits down with Melanie Shaffer, President and Founder of Talent Suite, for an in-depth conversation on a critical business hurdle: removing the barriers that prevent leaders from maximizing the potential of their people. #maximizebusinessvalue #masterypartners #MelanieShaffer #TalentSuite #ScalingYourBusiness GET THE BOOKS: Start with Maximizing Business Value by Tom Bronson Learn More about Dave Casey Dave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn’t just profitable—it’s secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he’s committed to helping owners build lasting legacies. Learn More about Melanie Shaffer Melanie Shaffer is President and Founder of Talent Suite. This Dallas-based talent strategy firm helps businesses grow by removing the barriers that prevent leaders from getting the most from their people. Her team designs turnkey solutions that provide their clients with the ability to consistently hire, develop and retain top talent. She has worked with companies in varied ownership structures and sizes ranging from Fortune 500 to emerging businesses which allows her to translate best practices from large companies into viable options for the mid-market. Prior to Talent Suite, she was a Partner and Owner in an executive recruiting and consulting firm that placed twice in the SMU Cox D100 fastest growing companies. Melanie is a top-rated speaker in the talent space that is frequently requested by Vistage International CEO Peer groups, professional organizations and leadership conferences. She is a Talent Optimization Certified Consultant, Predictive Index Certified Partner, and a Gallup Certified Strengths Coach. Mastery Partners Elevating Businesses to Achieve The Business Owner’s Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner’s definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORE LinkedIn Website © 2025 Mastery Partners, LLC.

    22 min

  2. 12/26/2025

    Company Culture: The Servant Leadership Model - Part Two (#263)

    We are back with the conclusion of our high-impact series on the people side of business value. This week, Dave Casey and Level-C Solutions CEO Brad Stevens pick up right where they left off, exploring the nuances of the recruiting and staffing industry. As your company’s #1 expense, your workforce requires a strategic design; Brad shares his unique veteran perspective on transforming HR hurdles into competitive advantages that drive long-term sustainability.  Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value! #maximizebusinessvalue #masterypartners #BradStevens #LevelCSolutions #Leadership GET THE BOOKS: Start with Maximizing Business Value by Tom Bronson Learn More about Dave Casey Dave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn’t just profitable—it’s secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he’s committed to helping owners build lasting legacies. Learn More about Brad Stevens Brad Stevens is an entrepreneurial executive with over 35 years of leadership in recruiting and staffing. As President of Level-C Solutions, he solves complex people problems to drive strategic growth and profitability. Brad also serves as VP of Signature, overseeing national Back Office and Employer of Record solutions. A proven turnaround expert, Brad previously scaled his own firm to a "Top 25" Dallas service firm and provides staffing industry insights to the Dallas Federal Reserve. He holds a Bachelor’s from Texas Tech and an MBA from the University of Dallas, bringing strategic clarity and high-quality service operations to every partnership. Mastery Partners Elevating Businesses to Achieve The Business Owner’s Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner’s definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORE LinkedIn Website © 2025 Mastery Partners, LLC.

    25 min

  3. 12/19/2025

    Company Culture: The Servant Leadership Model - Part One (#262)

    In this week’s episode of "Maximize Business Value," Dave Casey sits down with Brad Stevens, President and CEO of Level-C Solutions, for an in-depth conversation on the most critical asset—and often the highest cost—in any company: its people. With over 35 years of leadership in the recruiting and staffing industry, Brad brings a unique perspective on how "people problems" can either stall a company or become its greatest driver of strategic growth. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value! #maximizebusinessvalue #masterypartners GET THE BOOKS: Start with Maximizing Business Value by Tom Bronson Learn More about Dave Casey Dave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn’t just profitable—it’s secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he’s committed to helping owners build lasting legacies. Learn More about Brad Stevens Brad Stevens is an entrepreneurial executive with over 35 years of leadership in recruiting and staffing. As President of Level-C Solutions, he solves complex people problems to drive strategic growth and profitability. Brad also serves as VP of Signature, overseeing national Back Office and Employer of Record solutions. A proven turnaround expert, Brad previously scaled his own firm to a "Top 25" Dallas service firm and provides staffing industry insights to the Dallas Federal Reserve. He holds a Bachelor’s from Texas Tech and an MBA from the University of Dallas, bringing strategic clarity and high-quality service operations to every partnership. Mastery Partners Elevating Businesses to Achieve The Business Owner’s Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner’s definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORE LinkedIn Website © 2025 Mastery Partners, LLC.

    27 min

  4. 12/12/2025

    Diligence Decoded: The Buyer's Guide to Risk and Reward - Part Two (#261)

    In this week’s episode of "Maximize Business Value," Dave Casey continues his insightful conversation with M&A expert John Gorbutt in Part Two of our deep dive into the acquisition process. Building on his vast experience from over 75 mergers and acquisitions, John goes beyond identifying risks to focus on securing and preserving value through the rigorous Due Diligence stage.  Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value! #maximizebusinessvalue #masterypartners #exitplanning #businesssuccess #JohnGorbutt #MergersAndAcquisitions #DueDiligence GET THE BOOKS: Start with Maximizing Business Value by Tom Bronson Learn More about Dave Casey Dave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn’t just profitable—it’s secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he’s committed to helping owners build lasting legacies. Learn More about John Gorbutt John Gorbutt brings over 45 years of hands-on experience in accounting, operations, and financial leadership, with a track record of executing over 75 mergers and acquisitions. He has developed best practice manuals, due diligence playbooks, and leadership training materials. John's expertise extends to analyzing and designing operational/accounting process flows to identify risks and establish repeatable processes. He has also served as interim CFO/Controller for various companies during transition and acquisition periods. With transferable skills applicable to any industry, John possesses comprehensive knowledge across all functional areas of business management. Mastery Partners Elevating Businesses to Achieve The Business Owner’s Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner’s definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORE LinkedIn Website © 2025 Mastery Partners, LLC.

    28 min

  5. 12/05/2025

    Diligence Decoded: The Buyer's Guide to Risk and Reward - Part One (#260)

    In this week’s episode of "Maximize Business Value," Dave Casey sits down with M&A expert John Gorbutt to discuss the buyer’s perspective on the acquisition process. John Gorbutt has over 45 years of financial leadership and has executed 75+ mergers and acquisitions. John breaks down the critical importance of a structured due diligence process. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value! #maximizebusinessvalue #masterypartners #exitplanning #businesssuccess #JohnGorbutt #MergersAndAcquisitions #DueDiligence GET THE BOOKS: Start with Maximizing Business Value by Tom Bronson Learn More about Dave Casey Dave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn’t just profitable—it’s secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he’s committed to helping owners build lasting legacies. Learn More about John Gorbutt John Gorbutt brings over 45 years of hands-on experience in accounting, operations, and financial leadership, with a track record of executing over 75 mergers and acquisitions. He has developed best practice manuals, due diligence playbooks, and leadership training materials. John's expertise extends to analyzing and designing operational/accounting process flows to identify risks and establish repeatable processes. He has also served as interim CFO/Controller for various companies during transition and acquisition periods. With transferable skills applicable to any industry, John possesses comprehensive knowledge across all functional areas of business management. Mastery Partners Elevating Businesses to Achieve The Business Owner’s Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner’s definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORE LinkedIn Website © 2025 Mastery Partners, LLC.

    31 min

  6. 11/28/2025

    Meet Mastery Partner: Gil Bean - Part Two (#259)

    In this week’s episode of "Maximize Business Value," Dave Casey continues his conversation with new host of the Maximize Business Value Podcast: Gil Bean. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!                                        #maximizebusinessvalue #masterypartners #exitplanning #businesssuccess #GilBean GET THE BOOKS: Start with Maximizing Business Value by Tom Bronson Learn More about Dave Casey Dave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn’t just profitable—it’s secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he’s committed to helping owners build lasting legacies. Learn More about Gil Bean Gil Bean is an experienced strategic advisor specializing in wealth preservation and maximizing business value. A Certified Exit Planning Advisor (CEPA) since 2021, he is dedicated to helping business owners prepare for and execute successful transitions. Most recently, he was a Partner at ExitSmarts, Inc., where he worked with a network of trusted advisors, including Certified Financial Planners (CFPs), Wealth Managers, and Certified Public Accountants (CPAs), helping them help their clients who own businesses.  Mastery Partners Elevating Businesses to Achieve The Business Owner’s Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner’s definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORE LinkedIn Website © 2025 Mastery Partners, LLC.

    25 min

  7. 11/21/2025

    Meet Mastery Partner: Gil Bean - Part One (#258)

    In this week’s episode of "Maximize Business Value," Dave Casey introduces new host of the Maximize Business Value Podcast: Gil Bean.  Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!                                         #maximizebusinessvalue #masterypartners #exitplanning #businesssuccess #GilBean GET THE BOOKS: Start with Maximizing Business Value by Tom Bronson Learn More about Dave Casey Dave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn’t just profitable—it’s secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he’s committed to helping owners build lasting legacies. Learn More about Gil Bean Gil Bean is an experienced strategic advisor specializing in wealth preservation and maximizing business value. A Certified Exit Planning Advisor (CEPA) since 2021, he is dedicated to helping business owners prepare for and execute successful transitions. Most recently, he was a Partner at ExitSmarts, Inc., where he worked with a network of trusted advisors, including Certified Financial Planners (CFPs), Wealth Managers, and Certified Public Accountants (CPAs), helping them help their clients who own businesses.  Gil previously served as an EOS Implementer, a role in which he leveraged his expertise in organizational structure and process to drive substantial improvements in business clarity and performance. Prior to that, he built an extensive career in global sales in the enterprise-level software industry, holding key roles with major companies like SAP and JD Edwards.  Mastery Partners Elevating Businesses to Achieve The Business Owner’s Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner’s definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORE LinkedIn Website © 2025 Mastery Partners, LLC.

    24 min

  8. 11/14/2025

    Strategic Planning for Business Owners - Part Two (#257)

    In this week’s episode of "Maximize Business Value," Part two of Dave Casey and Terry Chevalier's discussion is continued! Terry Chevalier is a certified Mastery Partner and the Founder and managing director of Sunstone Associates. To learn more about Terry, visit his LinkedIn and check out the MasteryPartners.com website.  Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!       #maximizebusinessvalue #masterypartners #exitplanning #businesssuccess #terrychevalier  GET THE BOOKS: Start with Maximizing Business Value by Tom Bronson.  Learn More about Dave Casey Dave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn’t just profitable—it’s secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he’s committed to helping owners build lasting legacies. Learn More about Terry Chevalier Terry Chevalier, owner and Managing Director of Sunstone Associates, offers over 25 years of executive experience, guiding companies through vast opportunities and challenges. Previously, he played pivotal roles at both mid-market and Fortune 50 firms, including $20B in asset acquisitions. Additionally, Terry boasts a management consulting background with Bain & Company, a decade in the U.S. Intelligence Community, and holds degrees from the Missouri University of Science and Technology and Duke University.   Mastery Partners Elevating Businesses to Achieve The Business Owner’s Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner’s definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORE LinkedIn Website © 2025 Mastery Partners, LLC.

    20 min
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About

A podcast for business owners passionate about building long-term, sustainable value in their businesses - and ultimately transitioning on their terms. Mastery Partners Certified Partners host the Maximize Business Value Podcast: Dave Casey, David Brown, Mark King, Amy Morin, and Terry Chevalier. Mastery Partners equips business owners to maximize business value so that they can transition on their terms. Check us out at masterypartners.com. 

Information

  • Creator
    Tom Bronson
  • Years Active
    2020 - 2026
  • Episodes
    262
  • Rating
    Clean
  • Copyright
    © 2026 Maximize Business Value Podcast
  • Show Website
    Maximize Business Value Podcast

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