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PODCAST

Books & The Biz

Dan Paulson and Richard Veltre

Finance and Operations need to work together. Often they don’t. JoinRichard Veltreand myself for discussions about business (the BIZ) and finance (the BOOKS). About Rich: He has served in executive leadership positions at finance consulting firms focusing on the development, implementation, and management of the full spectrum of financial systems. Rich started his career at Price Waterhouse and now acts at a fractional CFO for companies in healthcare, finance, logistics, and

business business

All Episodes

29:14

Kohl's CEO Fired! Ethics in Business

Books & The Biz ·

2025/05/08

The sudden firing of Kohl's CEO, Ashley Buchanan, highlights the importance of ethics in business. When leaders prioritize personal relationships over ethical standards, it can lead to severe consequences such as termination with cause. This incident serves as a reminder that ethical behavior is crucial for maintaining trust and integrity within an organization.

29:07

Bootstrapping Your Business - Are More Companies...

Books & The Biz ·

2025/05/05

As entrepreneurs weigh their options for funding growth, it is crucial to understand the potential benefits and pitfalls of working with private equity firms or venture capital investors. By examining the experiences of various companies, we can gain valuable insights into the complexities of securing financial backing and the impact it can have on a business's trajectory.

24:21

After The Webinar: Built to Last - or Built to Leave

Books & The Biz ·

2025/04/25

26:29

After Tax Day: What To Do To Save Yourself A Huge Tax...

Books & The Biz ·

2025/04/17

The episode promises to offer a roadmap for better preparedness for the next tax season, helping business owners avoid last-minute scrambling and potentially costly mistakes. By following this roadmap, individuals can ensure they are taking advantage of all available tax-saving opportunities.

31:28

Getting Out! What To Do When You're Done.

Books & The Biz ·

2025/04/10

26:58

Manufacturing Challenges and Opportunities - With Ann...

Books & The Biz ·

2025/04/06

Ann Franz: A Leader in Manufacturing Partnerships: This note will highlight Ann Franz's background and experience as the executive director of the Northeast Wisconsin Manufacturing Alliance. It will discuss her leadership in developing industry sector partnerships and her recognition at both state and international levels for her work in promoting manufacturing.

28:31

Building Business - From Buying to Selling with Joe...

Books & The Biz ·

2025/03/28

Joe Staffeld: A Journey from Salesperson to Owner of Albco Foundry Joe Staffeld's career in business has been nothing short of impressive. Starting as a salesperson for Albco Foundry, he worked his way up to becoming the owner of the company. With a background in Mechanical Engineering Technology and an MBA, Joe has a deep understanding of manufacturing processes, mold design, and 3D modeling. He is known for leading Albco's transition to CNC production and streamlining their mold-making

32:59

PE Sales Challenges: Woes and Wins When Buying or...

Books & The Biz ·

2025/03/19

The allure of PE money may seem attractive to business owners looking to sell to the highest bidder, but understanding the endgame for both parties is crucial for making an informed decision. It's important to consider whether the perceived benefits of selling to a PE firm are worth it in the long run.

33:16

Tariffs And Their Impact. Costs And Challenges From A...

Books & The Biz ·

2025/03/13

In this episode, we delve into the impact of Trump's tariffs on companies like Esthétique Électrolyse Canada with Pascal Brien, who brings his extensive experience as the CEO of a leading Canadian beauty product distribution company. With over 35 years in the industry and collaborations with partners across 18 countries, Pascal offers valuable insights into the challenges and changes faced by businesses in light of recent trade policies.

28:20

What Are Hidden Costs Costing You?

Books & The Biz ·

2025/03/07

Hidden costs can often go unnoticed, but they can have a significant impact on a company's bottom line. By taking the time to analyze expenses and revenue streams, businesses can uncover areas where they may be overspending or not maximizing their profits. Join us on Books & The Biz as we delve into strategies for identifying and addressing hidden costs in your business.

31:30

Marketing Hacks that Work! With Special Guest Sally...

Books & The Biz ·

2025/03/02

Marketing is a crucial tool for businesses looking to increase sales and revenue. Sally Mildren highlights the importance of understanding what makes a business unique and leveraging that uniqueness to stand out in the market.

32:48

Mass Government Layoffs! How Will It Impact Your...

Books & The Biz ·

2025/02/28

With the possibility of a large increase in available hires, there is a need to assess the potential consequences on job seekers and employers alike. Join us as we explore the various scenarios that could arise from this situation and provide insights that may challenge your preconceived notions. Don't forget to like, share, and subscribe for more thought-provoking discussions on Books & The Biz.

24:12

Should You Trust a Consultant? How To Protect...

Books & The Biz ·

2025/02/13

Your business is your baby. You worked hard to grow it into the successful enterprise it's become. Bringing in an expert can help you grow sales and profits beyond what you can do on your own.Still there's an issue of trust. We all have stories of bad experiences whether hiring an employee. A cIt's hard enough to open the books or expose your challenges to someone you don't know.

22:57

Will New Tariffs Drive Us Into Recession?

Books & The Biz ·

2025/02/06

The announcement of new tariffs by President Trump targeting Mexico, Canada, and China in response to the Fentanyl and immigration crisis has sparked a heated debate among economists and policymakers. While some argue that these measures are necessary to protect national security interests, others fear that they may lead to increased inflation and harm domestic businesses. In this note, we will delve into the implications of these tariffs and provide our perspective on their potential impact.

24:56

How To Get What You Pay For: Cost vs. ROI

Books & The Biz ·

2025/01/30

Hiring talent at any level can be a daunting task for any business, whether they are looking to fill a full-time position or bring on fractional help. It can be challenging to determine exactly what skills are needed and who the best fit for the role may be. In this episode, we will delve into the complexities of hiring talent and share our experiences and insights on how to navigate this process effectively.

56:55

How Will Executive Orders Impact Government,...

Books & The Biz ·

2025/01/23

The re-election of Donald Trump as President of the United States has significant implications for businesses and the economy. His signing of multiple executive orders immediately after being sworn in indicates a proactive approach to policy-making that could shape the future landscape for companies.

36:10

How To Fail At Everything And Still Succeed - An...

Books & The Biz ·

2025/01/16

Matt Guse: A Journey of Success and Innovation Matt Guse's path to success has been marked by bumps and mistakes, but through perseverance and innovation, he has transformed M.R.S. Machining Co., Inc. into a powerhouse of precision machining. From a small garage workshop to national recognition, Guse's leadership has earned the company prestigious accolades and established it as a beacon of excellence in the industry.

27:37

H1B or No H1B. That is the Question.

Books & The Biz ·

2025/01/09

As we delve into the complexities of the H1B visa program in our upcoming episode of Books & The Biz in 2025, we aim to provide a comprehensive analysis of its benefits and drawbacks. By shedding light on this topic, we hope to offer valuable insights for both employers and employees navigating the intricacies of hiring foreign workers.

51:51

Observations and Predictions! What Will 2025 Be Like?

Books & The Biz ·

2024/12/19

In our final podcast of 2024, we reflect on the events that shaped the year and look ahead to what 2025 may bring. Join us as we discuss our review and forecasts for the upcoming year.

45:02

Don't Sell Your Business Until You Ask These Questions!

Books & The Biz ·

2024/12/12

121 results

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