What is the difference between a "good" business and a "valuable" one? Amy Morin and Ralph Gigliotti return for Part Two of their masterclass on valuation, 'The Science of Certainty: Who Should Actually Value Your Business? - Part Two (#274).' Listeners will walk away with a clear roadmap for improving their company's risk profile and team culture to ensure they don't leave value on the table when it’s time to transition. This episode is the second of a two-part release. Be sure to watch part one! 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 #RalphGigliotti #CPAs #Valuation GET THE BOOKS: https://a.co/d/12pkwWp Start with Maximizing Business Value by Tom Bronson Learn More about Amy Morin: https://www.linkedin.com/in/amymorin/ Amy Morin is Amy Morin is an accomplished entrepreneur and Business Growth Coach who brings exceptional value to your network. She has an impressive background as a Certified EOS Implementer®, Outgrow Sales Advisor, and Certified Exit Planning Advisor®. What makes Amy truly remarkable is her real-world success. She co-founded and scaled a company from zero to $40 million in revenue across multiple states before executing a successful exit. Later, she purchased a struggling Montana fly-fishing resort, implemented effective systems and accountability measures, and transformed it into a profitable enterprise that she also successfully exited. Learn More about Ralph Gigliotti: https://www.linkedin.com/in/ralph-gigliotti-cpa-abv-asa-aa6667a/ Ralph Gigliotti is a business valuation expert creating successful results for high-net-worth business owners navigating transitions. He helps his clients maximize enterprise value by focusing in on company weaknesses that diminish value to a buyer, mapping out value potential, and directing them in a best practice course of action. He also works with business owners going through transitions, whether an actual merger and acquisition process, estate and gift tax planning, or other related compliance matters. Ralph has more than 25 years of experience performing valuations of businesses, business interests, and intangible assets. He works with closely held businesses generating between $10 million and $300 million in annual revenues in a wide range of industries. Mastery Partners: https://www.linkedin.com/company/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 the desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORE LinkedIn: https://www.linkedin.com/company/mastery-partners/ Website: https://www.masterypartners.com/ © 2026 Mastery Partners, LLC.

Amy Morin, host of the Maximize Business Podcast, and Ralph Gigliotti, manager of R&A CPAs, star in the recent MBV Podcast release, 'The Science of Certainty: Who Should Actually Value Your Business? - Part One (#273).' Listeners will walk away with a clear roadmap for improving their company's risk profile and team culture to ensure they don't leave value on the table when it’s time to transition. This episode is the first of a two-part release. Don't miss next Friday's release! 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 #RalphGigliotti #CPAs #Valuation GET THE BOOKS: https://a.co/d/12pkwWp Start with Maximizing Business Value by Tom Bronson Learn More about Amy Morin: https://www.linkedin.com/in/amymorin/ Amy Morin is Amy Morin is an accomplished entrepreneur and Business Growth Coach who brings exceptional value to your network. She has an impressive background as a Certified EOS Implementer®, Outgrow Sales Advisor, and Certified Exit Planning Advisor®. What makes Amy truly remarkable is her real-world success. She co-founded and scaled a company from zero to $40 million in revenue across multiple states before executing a successful exit. Later, she purchased a struggling Montana fly-fishing resort, implemented effective systems and accountability measures, and transformed it into a profitable enterprise that she also successfully exited. Learn More about Ralph Gigliotti: https://www.linkedin.com/in/ralph-gigliotti-cpa-abv-asa-aa6667a/ Ralph Gigliotti is a business valuation expert creating successful results for high-net-worth business owners navigating transitions. He helps his clients maximize enterprise value by focusing in on company weaknesses that diminish value to a buyer, mapping out value potential, and directing them in a best practice course of action. He also works with business owners going through transitions, whether an actual merger and acquisition process, estate and gift tax planning, or other related compliance matters. Ralph has more than 25 years of experience performing valuations of businesses, business interests, and intangible assets. He works with closely held businesses generating between $10 million and $300 million in annual revenues in a wide range of industries. Mastery Partners: https://www.linkedin.com/company/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 the desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORE LinkedIn: https://www.linkedin.com/company/mastery-partners/ Website: https://www.masterypartners.com/ © 2026 Mastery Partners, LLC.

This week on the Maximize Business Value Podcast, Amy Morin and Jonathan Reynolds conclude their discussion on how create high-performing teams, why peer accountability is critical for success, and how to define a "toxic boss." Don't miss the conclusion of this insightful two-part series! 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 #JonathanReynolds #AmyMorin #BuildingLongTermValue GET THE BOOKS: https://a.co/d/12pkwWp Start with Maximizing Business Value by Tom Bronson Learn More about Amy Morin: https://www.linkedin.com/in/amymorin/ Amy Morin is an accomplished entrepreneur and Business Growth Coach who brings exceptional value to your network. She has an impressive background as a Certified EOS Implementer®, Outgrow Sales Advisor, and Certified Exit Planning Advisor®. What makes Amy truly remarkable is her real-world success. She co-founded and scaled a company from zero to $40 million in revenue across multiple states before executing a successful exit. Later, she purchased a struggling Montana fly-fishing resort, implemented effective systems and accountability measures, and transformed it into a profitable enterprise that she also successfully exited. Learn More about Jonathan Reynolds: https://www.linkedin.com/in/jonathanreynolds/ Jonathan is a Visionary, entrepreneur, and game-changer who has led Titus Talent to the Inc 5000 list for SIX consecutive years. He brings nearly 20 years of experience in the recruiting industry to the table and is committed to equipping organizations with unique approaches to better understand their people, foster alignment, and create optimum performance among team members. Jonathan’s passion and thought leadership shine through in the Talent Talks Podcast, an incredible resource that provides practical strategies and innovative ideas, centered around his people-first philosophy. Jonathan is a champion of generosity, and he has a never-ending commitment to creating a lasting impact in the lives of our people, partners, and the world. Last but certainly not least, Jonathan is a bestselling author of Right Seats, Right People: A Leader's Guide to Hiring and Developing Top Talent. Mastery Partners: https://www.linkedin.com/company/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 the desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORE LinkedIn: https://www.linkedin.com/company/mastery-partners/ Website: https://www.masterypartners.com/ © 2026 Mastery Partners, LLC.

Amy Morin, the host of the Maximize Business Podcast, and Jonathan Reynolds, the CEO of Titus Talent Strategies, star in the recent MBV Podcast release, 'The "People First" Philosophy: Boosting Value with Trust and Honesty - Part One (#271).' Their discussion focuses on building long-term sustainable value in businesses through the lens of human capital. This episode is the first of a two-part release. Don't miss next Friday's release! 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 #JonathanReynolds #AmyMorin #BuildingLongTermValue GET THE BOOKS: https://a.co/d/12pkwWp Start with Maximizing Business Value by Tom Bronson Learn More about Amy Morin: https://www.linkedin.com/in/amymorin/ Amy Morin is Amy Morin is an accomplished entrepreneur and Business Growth Coach who brings exceptional value to your network. She has an impressive background as a Certified EOS Implementer®, Outgrow Sales Advisor, and Certified Exit Planning Advisor®. What makes Amy truly remarkable is her real-world success. She co-founded and scaled a company from zero to $40 million in revenue across multiple states before executing a successful exit. Later, she purchased a struggling Montana fly-fishing resort, implemented effective systems and accountability measures, and transformed it into a profitable enterprise that she also successfully exited. Learn More about Jonathan Reynolds: https://www.linkedin.com/in/jonathanreynolds/ Jonathan is a Visionary, entrepreneur, and game-changer who has led Titus Talent to the Inc 5000 list for SIX consecutive years. He brings nearly 20 years of experience in the recruiting industry to the table and is committed to equipping organizations with unique approaches to better understand their people, foster alignment, and create optimum performance among team members. Jonathan’s passion and thought leadership shine through in the Talent Talks Podcast, an incredible resource that provides practical strategies and innovative ideas, centered around his people-first philosophy. Jonathan is a champion of generosity, and he has a never-ending commitment to creating a lasting impact in the lives of our people, partners, and the world. Last but certainly not least, Jonathan is a bestselling author of Right Seats, Right People: A Leader's Guide to Hiring and Developing Top Talent. Mastery Partners: https://www.linkedin.com/company/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 the desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORE LinkedIn: https://www.linkedin.com/company/mastery-partners/ Website: https://www.masterypartners.com/ © 2026 Mastery Partners, LLC.

Building on last week’s introduction, Part two of Dave and Wayne's conversation dives into the tactical side of balancing a high-value exit with a commitment to your team. Wayne shares the real-world wisdom he’s gained as President and CEO, revealing how an ESOP can serve as a catalyst for long-term culture, stability, and growth. If you are looking for an exit strategy that honors your past while securing your company's future, this is the episode for you. 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 #maximizebusinessvalue #masterypartners #WayneWitmer #HarmanConstruction #ESOP #Legacy GET THE BOOKS: https://a.co/d/12pkwWp Start with Maximizing Business Value by Tom Bronson Learn More about Scott Couchenour: https://www.linkedin.com/in/scottcouchenour/ Scott Couchenour currently serves as the “Fourth Quarter” life and business coach and founder of Serving Strong since November of 2007. Scott helps business owners and executives in their 40's and 50's who are in pursuit of their next adventure in life. He concentrates on helping create clarity and design a comprehensive life and business plan. He helps not only with strategy but secures solid traction through an iterative approach. Scott's clients are reaching new heights and accomplishing much more than they ever thought possible. Scott is also the host of the podcast show, Serve Strong Finish Strong which began in June of 2022 on the Mission Matters Podcast Network. Learn More about Wayne Witmer: https://www.linkedin.com/in/wayne-witmer-96805912/ Wayne Witmer joined Harman in 1990, the day after returning from his honeymoon. Married with four children, Wayne enjoys family, travel, sports, and music. Wayne holds a business administration degree from Eastern Mennonite University and worked his way up from project management and business development to president and CEO. “Communicating with employees and clients to make sure that goals and expectations are met is very important,” says Wayne. “I work hard at making that a priority.” Active in the industry and community, Wayne is past president of AGCVA Valley District, Has served as an AGCVA state board member and was selected for the Butler Building Systems national advisory council. He is a past member of Harrisonburg Rotary Club board and served as club President. Wayne currently is a member of the Central Valley Habitat for Humanity Board. Faith and trust in God is what keeps him focused and inspired to lead well in all he does. Mastery Partners: https://www.linkedin.com/company/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 the desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORE LinkedIn: https://www.linkedin.com/company/mastery-partners/ Website: https://www.masterypartners.com/ © 2026 Mastery Partners, LLC.

Host Scott Couchenour sits down with Harman Construction President and CEO, Wayne Witmer, to explore the strategic advantages of Employee Stock Ownership. In this episode, they break down the critical question: Is an ESOP the right choice for your business transition? Join us as we discuss how to balance leadership succession with a commitment to the people who helped build your business. Tune in next week for part two! 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 #maximizebusinessvalue #masterypartners #WayneWitmer #HarmanConstruction #ESOP #Legacy GET THE BOOKS: https://a.co/d/12pkwWp Start with Maximizing Business Value by Tom Bronson Learn More about Scott Couchenour: https://www.linkedin.com/in/scottcouchenour/ Scott Couchenour currently serves as the “Fourth Quarter” life and business coach and founder of Serving Strong since November of 2007. Scott helps business owners and executives in their 40's and 50's who are in pursuit of their next adventure in life. He concentrates on helping create clarity and design a comprehensive life and business plan. He helps not only with strategy but secures solid traction through an iterative approach. Scott's clients are reaching new heights and accomplishing much more than they ever thought possible. Scott is also the host of the podcast show, Serve Strong Finish Strong which began in June of 2022 on the Mission Matters Podcast Network. Learn More about Wayne Witmer: https://www.linkedin.com/in/wayne-witmer-96805912/ Wayne Witmer joined Harman in 1990, the day after returning from his honeymoon. Married with four children, Wayne enjoys family, travel, sports, and music. Wayne holds a business administration degree from Eastern Mennonite University and worked his way up from project management and business development to president and CEO. “Communicating with employees and clients to make sure that goals and expectations are met is very important,” says Wayne. “I work hard at making that a priority.” Active in the industry and community, Wayne is past president of AGCVA Valley District, Has served as an AGCVA state board member and was selected for the Butler Building Systems national advisory council. He is a past member of Harrisonburg Rotary Club board and served as club President. Wayne currently is a member of the Central Valley Habitat for Humanity Board. Faith and trust in God is what keeps him focused and inspired to lead well in all he does. Mastery Partners: https://www.linkedin.com/company/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 the desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORE LinkedIn: https://www.linkedin.com/company/mastery-partners/ Website: https://www.masterypartners.com/ © 2026 Mastery Partners, LLC.

In the conclusion of this high-stakes conversation, Amy Morin and Dawn Hryshko, CEO of The Exit Planning Team, move from theory to execution. Building on last week's discussion, part two focuses on the specific tax structures and strategic maneuvers that can make or break a business transition. Dawn leverages her 30+ years of CPA expertise to simplify the complex, showing you exactly how to align your business operations with tax-saving strategies that maximize your net proceeds. If you want to ensure the IRS isn't your biggest beneficiary when you exit, this is the episode you cannot afford to miss. #maximizebusinessvalue #masterypartners #DawnHryshko #SimplfyingTaxStructures GET THE BOOKS: https://a.co/d/12pkwWp Start with Maximizing Business Value by Tom Bronson Learn More about Amy Morin: https://www.linkedin.com/in/amymorin/ Amy Morin is an accomplished entrepreneur and Business Growth Coach who brings exceptional value to your network. She has an impressive background as a Certified EOS Implementer®, Outgrow Sales Advisor, and Certified Exit Planning Advisor®. What makes Amy truly remarkable is her real-world success. She co-founded and scaled a company from zero to $40 million in revenue across multiple states before executing a successful exit. Later, she purchased a struggling Montana fly-fishing resort, implemented effective systems and accountability measures, and transformed it into a profitable enterprise that she also successfully exited. Learn More about Dawn Hryshko: https://www.linkedin.com/in/dawnhryshko Dawn Hryshko is a seasoned CPA and Certified Exit Planning Advisor with over 30 years of experience helping business owners prepare for and navigate successful exits. As a co-founder of The Exit Planning Team, she specializes in combining tax strategy, business valuation, and financial analysis to drive growth and transition readiness. Her background includes leadership roles at major firms and advising family-owned and mid-market companies across industries. With a Master of Taxation and a track record of strategic advisory success, Dawn is a trusted guide for entrepreneurs ready to align their business, financial, and personal goals for a smooth and profitable exit. Mastery Partners: https://www.linkedin.com/company/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 the desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORE LinkedIn: https://www.linkedin.com/company/mastery-partners/ Website: https://www.masterypartners.com/ © 2026 Mastery Partners, LLC."

In this week’s episode of "Maximize Business Value," Amy Morin sits down with Dawn Hryshko, Co-Founder and CEO of The Exit Planning Team, for an in-depth conversation on a critical business hurdle: Simplifying Tax Structures & Business Strategies for Business Owners. Part two will be released next Friday! Stay tuned for more insights! 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 #DawnHryshko #SimplfyingTaxStructures GET THE BOOKS: https://a.co/d/12pkwWp Start with Maximizing Business Value by Tom Bronson Learn More about Amy Morin: https://www.linkedin.com/in/amymorin/ Amy Morin is an accomplished entrepreneur and Business Growth Coach who brings exceptional value to your network. She has an impressive background as a Certified EOS Implementer®, Outgrow Sales Advisor, and Certified Exit Planning Advisor®. What makes Amy truly remarkable is her real-world success. She co-founded and scaled a company from zero to $40 million in revenue across multiple states before executing a successful exit. Later, she purchased a struggling Montana fly-fishing resort, implemented effective systems and accountability measures, and transformed it into a profitable enterprise that she also successfully exited. Learn More about Dawn Hryshko: https://www.linkedin.com/in/dawnhryshko/ Dawn Hryshko is a seasoned CPA and Certified Exit Planning Advisor with over 30 years of experience helping business owners prepare for and navigate successful exits. As a co-founder of The Exit Planning Team, she specializes in combining tax strategy, business valuation, and financial analysis to drive growth and transition readiness. Her background includes leadership roles at major firms and advising family-owned and mid-market companies across industries. With a Master of Taxation and a track record of strategic advisory success, Dawn is a trusted guide for entrepreneurs ready to align their business, financial, and personal goals for a smooth and profitable exit. Mastery Partners: https://www.linkedin.com/company/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 the desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORE LinkedIn: https://www.linkedin.com/company/mastery-partners/ Website: https://www.masterypartners.com/ © 2026 Mastery Partners, LLC.

In this week’s episode of "Maximize Business Value," Nicole Rose Yen guest stars for a conversation with our host, Amy Morin! Listen in as they discuss the importance of strategic due diligence. You can follow Nicole on LinkedIn or reach her on her website: nicoleroseyen.com 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 #NicoleRoseYen #Aerial #DueDiligence GET THE BOOKS: https://a.co/d/12pkwWp Start with Maximizing Business Value by Tom Bronson Learn More about Dave Casey: https://www.linkedin.com/in/maximizingvalueforbusinessowners/ 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 Nicole Rose Yen: https://www.linkedin.com/in/nicole-rose-yen/ Nicole Rose Yen is the CEO & Founder of NRY Advising, a bootstrapped firm delivering accounting clarity and strategic insight to scaling businesses. She’s captained NRY to year-over-year growth of 30–50%, offering both fractional advisory services and hybrid FTE roles that blend compliance precision with executive-level strategy. Known for her grit, creativity, and vision, Nicole is building toward a $15M roll-up that integrates finance, HR, and operations into a plug-and-play back office platform for ambitious businesses. Mastery Partners: https://www.linkedin.com/company/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 the desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORE LinkedIn: https://www.linkedin.com/company/mastery-partners/ Website: https://www.masterypartners.com/ © 2026 Mastery Partners, LLC.