In this week’s episode of "Maximize Business Value," Dave Casey introduces Jeff Sandene, President of Sandene Strategies LLC. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value! #maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneurs Learn More about Dave Casey Dave Casey is a partner at Mastery Partners, working with owners to maximize the value locked up in their businesses. Using his background and experience, he utilizes the four-part process Mastery has perfected to analyze, assess, map out, and execute plans to ensure the business owner realizes the very top valuation for their enterprise. Casey is an engaged business leader with an eye for business transformation, particularly in the verticals of technology, cyber security and IT managed services. Dave previously founded and grew an IT managed services company, brought it through a successful exit, and today helps companies develop long range plans with an eye to sound security and operational processes. Dave serves on the board of Business Navigators, a business servant leadership non-profit in the DFW area. He is also a founder and board member of Biz Owners Ed, a 501 (c)(3) enabling serious entrepreneurs to dramatically scale and improve their businesses. Learn More about Jeff Sandene Since 1996, Jeff Sandene has built lasting relationships with executives, business owners, and their families by listening attentively to their personal, business, and financial goals. Jeff is known for Implementing strategies objectively, with integrity and with diligence. He strives to help his clients grow and preserve their wealth by creating comprehensive financial plans and professional investment portfolios. Sandene's core philosophies for planning and investing are heavily influenced by evidence-based investing and behavioral economics. Jeff makes decision based on facts, not emotions or hype, with an intense focus on risk management. Jeff believes that secure financial future requires discipline, hard work, and a long-term perspective. He has applied those attributes towards completing over 20 marathons, including four Boston Marathons. In addition to achieving the Certified Financial Planner® (CFP®) designation, Jeff also earned an MBA in Finance from The University of Texas at Dallas, as well as the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from The American College. 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 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

In this week’s episode of "Maximize Business Value," Darren continues his conversation with Christian Landers from where he left off last episode. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value! Part one of this podcast can be found at the following link: https://youtu.be/QcKUQHOB7VM #maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneurs Learn more about Darren Williams With over 30 years of leadership in management, operations, and sales, Darren Williams is a seasoned business advisor specializing in business value growth, leadership development, and operational efficiency. As a Certified Partner with Mastery Partners, he helps business owners optimize their companies, increase profitability, and prepare for successful transitions. Darren’s extensive experience includes 18 years in the construction industry, where he led and scaled roofing companies, most notably as President & CEO of a private equity-backed firm. There, he played a key role in evaluating acquisitions, driving strategic growth, and strengthening business structures for long-term success. Learn more about Christian Landers Christian Landers is all about shaking things up and helping leaders crush their goals! His entrepreneurial journey kicked off at 24 when he boldly jumped from a comfy corporate sales gig into the wild world of franchising. After three rollercoaster years, He sold his franchise, narrowly dodging bankruptcy. Instead of retreating to corporate life, he dove headfirst into new challenges, spending the next 15 years in leadership roles at fast-paced entrepreneurial companies. Fast forward to 2015, when he found himself as COO of a Medical Affairs Company that was struggling. That’s when he discovered the magic of the Entrepreneurial Operating System (EOS) through the book Traction. Implementing EOS was a game-changer, breathing new life into the company and sparking incredible growth. Eight years later, with the help of a Professional EOS Implementer, he achieved amazing results in two more businesses using EOS. If you’re ready to unlock the magic of EOS and elevate your organization, team up with Christian to make it happen! Please be sure to subscribe for more great content to help YOU maximize YOUR business value! 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

In this week’s episode of "Maximize Business Value," Darren introduces EOS Implementer Christian Landers. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value! Part two of this podcast will be released next week! #maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneurs Learn more about Darren Williams With over 30 years of leadership in management, operations, and sales, Darren Williams is a seasoned business advisor specializing in business value growth, leadership development, and operational efficiency. As a Certified Partner with Mastery Partners, he helps business owners optimize their companies, increase profitability, and prepare for successful transitions. Darren’s extensive experience includes 18 years in the construction industry, where he led and scaled roofing companies, most notably as President & CEO of a private equity-backed firm. There, he played a key role in evaluating acquisitions, driving strategic growth, and strengthening business structures for long-term success. Learn more about Christian Landers Christian Landers is all about shaking things up and helping leaders crush their goals! His entrepreneurial journey kicked off at 24 when he boldly jumped from a comfy corporate sales gig into the wild world of franchising. After three rollercoaster years, He sold his franchise, narrowly dodging bankruptcy. Instead of retreating to corporate life, he dove headfirst into new challenges, spending the next 15 years in leadership roles at fast-paced entrepreneurial companies. Fast forward to 2015, when he found himself as COO of a Medical Affairs Company that was struggling. That’s when he discovered the magic of the Entrepreneurial Operating System (EOS) through the book Traction. Implementing EOS was a game-changer, breathing new life into the company and sparking incredible growth. Eight years later, with the help of a Professional EOS Implementer, he achieved amazing results in two more businesses using EOS. If you’re ready to unlock the magic of EOS and elevate your organization, team up with Christian to make it happen! Please be sure to subscribe for more great content to help YOU maximize YOUR business value! 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

In this week’s episode of "Maximize Business Value," Terry introduces an expert in the telecommunications Industry, Dee Herman. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value! #maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneurs 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. Learn more about Dee Herman Throughout his career, Dee has counseled clients on wireless regulatory, contractual and transactional issues, as well as issues involving emerging technologies. Dee works on complex wireless matters spanning all licensed and unlicensed bands, including cellular, PCS, AWS, 700 MHz, BRS, EBS and the U-NII bands, and actively lobbies the FCC and Congress on wireless and wireline policy matters. In counseling wireless and broadband companies, including ISPs, local exchange carriers, high-tech start-ups, and facilities-based wireless carriers and re-sellers, he also focuses on law enforcement requests, homeland security matters, tower siting, spectrum acquisition, secondary market transactions and roaming matters. Please be sure to subscribe for more great content to help YOU maximize YOUR business value! 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!

In this week’s episode of "Maximize Business Value," Tom introduces one of the three new hosts of the MBV Podcast: Darren Williams, certified Mastery Partner. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value! #maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneurs Tom Bronson is a serial entrepreneur and business owner. As the founder and President of Mastery Partners and Business Transitions Summit and a Founding Partner at NorthStar Mergers, Tom empowers business owners to maximize their company’s value and achieve their dream exit. Tom has been in your shoes a hundred times as a business owner. He has navigated the complexities of building and selling businesses over a hundred times. His deep understanding of the nuances involved in building great companies and how to successfully exit them makes him a trusted advisor in the field. His latest book is “Efficiency Amplified,” the third installment in the Maximize Business Value Series. His other books, including his 2020 debut “Maximize Business Value, Begin with the EXIT in Mind” and “The Maximize Business Value Playbook,” are available on Amazon and are essential guides for business owners who want to build legacy with their businesses. Please be sure to subscribe for more great content to help YOU maximize YOUR business value!

In this week’s episode of "Maximize Business Value," Tom introduces one of the three new hosts of the MBV Podcast: Terry Chevalier, certified Mastery Partner. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value! #maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneurs Tom Bronson is a serial entrepreneur and business owner. As the founder and President of Mastery Partners and Business Transitions Summit and a Founding Partner at NorthStar Mergers, Tom empowers business owners to maximize their company’s value and achieve their dream exit. Tom has been in your shoes a hundred times as a business owner. He has navigated the complexities of building and selling businesses over a hundred times. His deep understanding of the nuances involved in building great companies and how to successfully exit them makes him a trusted advisor in the field. His latest book is “Efficiency Amplified,” the third installment in the Maximize Business Value Series. His other books, including his 2020 debut “Maximize Business Value, Begin with the EXIT in Mind” and “The Maximize Business Value Playbook,” are available on Amazon and are essential guides for business owners who want to build legacy with their businesses. Please be sure to subscribe for more great content to help YOU maximize YOUR business value!

In this week’s episode of "Maximize Business Value," Tom introduces one of the three new hosts of the MBV Podcast: Dave Casey, certified Mastery Partner. Tune in weekly for relevant key content on your journey to maximizing your business value! #maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneurs Tom Bronson is a serial entrepreneur and business owner. As the founder and President of Mastery Partners and Business Transitions Summit and a Founding Partner at NorthStar Mergers, Tom empowers business owners to maximize their company’s value and achieve their dream exit. Tom has been in your shoes a hundred times as a business owner. He has navigated the complexities of building and selling businesses over a hundred times. His deep understanding of the nuances involved in building great companies and how to successfully exit them makes him a trusted advisor in the field. His latest book is “Efficiency Amplified,” the third installment in the Maximize Business Value Series. His other books, including his 2020 debut “Maximize Business Value, Begin with the EXIT in Mind” and “The Maximize Business Value Playbook,” are available on Amazon and are essential guides for business owners who want to build legacy with their businesses. Please be sure to like and subscribe for more great content to help YOU maximize YOUR business value!

In this week’s episode of Maximize Business Value, Tom encourages business owners not to be frugal when it comes to investing in their business's future. From business coaches to exit strategists, surrounding yourself with the right people can help uncover blind spots and boost your business’s value. Tune in to hear why making these investments is essential and how they can pay off in the long run. #podcast #businessefficiency #RightsizeYourBusiness #operationalexcellence #PodcastForEntrepreneurs MAXIMIZE BUSINESS VALUE BOOK: https://amzn.to/2AvazXT MAXIMIZE BUSINESS VALUE PLAYBOOK: https://amzn.to/3Vv2KWq Schedule a time with Tom: http://calendly.com/tombronson Our latest eBook: https://www.masterypartners.com/ebooks CONNECT WITH TOM Facebook: / masterypartners LinkedIn: / tom-bronson Website: https://www.masterypartners.com/ Please be sure to like and subscribe for more great content to help YOU maximize YOUR business value! Tom Bronson is a serial entrepreneur and business owner. He is currently the founder and President of Mastery Partners, Mastery Mergers & Acquisitions, and the Business Transition Summit. All three companies empower business owners to maximize business value and serve business owners in different capacities to help them achieve their dream exit. As a business owner, Tom has been in your situation a hundred times and knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Tom has two books to help business owners on their journey to a dream exit: "Maximize Business Value Playbook," (2023), and "Maximize Business Value, Begin with the EXIT in Mind," (2020). Both are available on Amazon. © 2024 Mastery Partners, LLC.

In this week’s episode of Maximize Business Value, Tom dives into the complexities of taxation, working capital mechanics, and post-close liabilities during a business transition. Learn why it's essential to start planning for taxes far in advance, how working capital requirements work, and why post-close liabilities often stay with the owner. Tom also highlights the importance of involving a skilled CPA, financial planner, and attorney to ensure a smooth transaction. Tune in to gain a better understanding of these crucial elements! #BusinessEfficiency #RightsizeYourBusiness #operationalexcellence #PodcastForEntrepreneurs MAXIMIZE BUSINESS VALUE BOOK: https://amzn.to/2AvazXT MAXIMIZE BUSINESS VALUE PLAYBOOK: https://amzn.to/3Vv2KWq Schedule a time with Tom: http://calendly.com/tombronson Our latest eBook: https://www.masterypartners.com/ebooks CONNECT WITH TOM Facebook: / masterypartners LinkedIn: / tom-bronson Website: https://www.masterypartners.com/ Please be sure to like and subscribe for more great content to help YOU maximize YOUR business value! Tom Bronson is a serial entrepreneur and business owner. He is currently the founder and President of Mastery Partners, Mastery Mergers & Acquisitions, and the Business Transition Summit. All three companies empower business owners to maximize business value and serve business owners in different capacities to help them achieve their dream exit. As a business owner, Tom has been in your situation a hundred times and knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Tom has two books to help business owners on their journey to a dream exit: "Maximize Business Value Playbook," (2023), and "Maximize Business Value, Begin with the EXIT in Mind," (2020). Both are available on Amazon. © 2024 Mastery Partners, LLC.