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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

33:58

Getting to 3X to 5X Growth

Books & The Biz ·

2025/11/06

The M.A.A.X. System is a revolutionary approach to business success that focuses on four key areas of financial and operational performance. By implementing this system, small to medium-sized companies can achieve unprecedented growth and drive their business forward. In this article, we will delve into the principles of the M.A.A.X. System and explore how they can be utilized to propel your company to new heights.

32:05

Spending Money to Make More Money

Books & The Biz ·

2025/10/30

Where Are You Losing Equity? It's a common misconception that cutting costs and tightening budgets is the best way to prepare for a sale. However, as Paul Curtiss explains, this approach can actually have the opposite effect. By investing in hiring executives and upgrading equipment and technology, you not only improve your business's performance now but also set yourself up for greater success in the future. Learn how these strategic add backs can help you retain equity and secure a higher

36:41

Three Areas To Maximize Your Business Sale

Books & The Biz ·

2025/10/24

As business owners, it's easy to get caught up in the day-to-day operations and forget about the bigger picture of succession planning. However, by participating in discussions like these, you can gain invaluable advice from experts like Paul Curtiss on how to prepare for the future sale of your business. From optimizing your operations to maximizing your financial returns and structuring a deal that benefits you as the owner, this series promises to be a game-changer for anyone looking to

39:29

Which is best when looking to sell? Private Equity vs...

Books & The Biz ·

2025/10/16

Understanding the Different Agents in Business Sales: When considering selling your business, it's important to understand the different types of agents you may encounter. In this episode, Paul Curtiss from EBIT Associates will break down these differences and help you determine the best fit for your situation.

32:39

Unclear Roles and Goals: A Costly Mistake Many...

Books & The Biz ·

2025/10/02

When it comes time to sell or transition a business, unclear roles and undefined goals can be particularly detrimental. Potential buyers and successors look not only at financials but also at the systems and leadership in place. Without clear structure and measurable goals, the value of the business may suffer.

24:21

Free Money! Could Your Loan Fees Be Waived?

Books & The Biz ·

2025/09/25

The Small Business Administration's recent notice regarding potential loan fee waivers for small manufacturers is a promising development for the industrial sector. By considering a one-year waiver incentive for loans of $950,000 or less, the Trump administration aims to support the growth and sustainability of small businesses in this industry. This initiative could potentially save business owners thousands of dollars in loan fees, making it easier for them to access the capital needed to

26:07

Unprepared Makes You Undervalued

Books & The Biz ·

2025/09/18

Success in business is often attributed to offering a superior product or service compared to competitors. However, the same principle applies when it comes to succession planning within a company. In order to maximize the value of your business and ensure a smooth transition, it is crucial to be more attractive than other potential buyers or successors.

38:29

Private Equity: The Good, The Bad, And The Ugly

Books & The Biz ·

2025/09/11

The Risks and Rewards of Selling to Private Equity Private equity can be a lucrative option for business owners looking to sell their company. However, it's important to carefully consider the risks and rewards involved in such a transaction. Join us as we discuss the potential pitfalls and benefits of selling your business to a PE firm, and how to navigate this complex process successfully.

24:26

It's More Complicated Than You Think

Books & The Biz ·

2025/09/04

The text highlights a concerning statistic that 70% of business owners looking to sell have no plan in place for succession. This lack of planning can have significant implications on the overall transfer of wealth within the family. It serves as a reminder of the importance of proper succession planning in ensuring a smooth transition of business ownership.Books & The Biz provides a real-world example of how even seemingly simple business sales can become complex when family dynamics are

27:30

Keeping Your Money - With Will Sutherland

Books & The Biz ·

2025/08/28

Will Sutherland, CEO and President of Three Pillars Wealth Management, emphasizes the importance of planning for business owners who have sold their company for a significant amount. He believes that proper planning is essential to ensure that as much of the windfall stays with the owner as possible.

22:44

Could You Be Losing Millions? Proactive Planning Matters

Books & The Biz ·

2025/08/13

In today's discussion, we delve into the crucial topic of succession planning and its impact on your financial future. The article from The Economic Times emphasizes the necessity of thorough planning to achieve desired outcomes. Rich and I stress the potential consequences of neglecting this important aspect of financial management, urging our audience to take proactive steps towards securing their retirement goals.

27:50

The Secret Why Your Business Won't Sell

Books & The Biz ·

2025/08/07

The Harsh Reality of Selling a Business: Why 80% Are Sold at a Discount This article delves into the sobering statistic that 80% of businesses are sold at a discount or not sold at all, leaving many owners in a difficult position when it comes to funding their retirement. Despite having decent profits and potential, these companies face obstacles that prevent them from achieving their full value on the market.

35:58

Making Money In The Trades - From Better Profits to...

Books & The Biz ·

2025/07/31

Leah Kallas, General Manager at Great Lakes Skilled Trades, brings industry expertise to the discussion on maximizing revenue and retaining talent in successful companies. Her observations will shed light on effective strategies for business growth.

32:55

Q3 Ups, Downs, and Expectations

Books & The Biz ·

2025/07/28

By focusing on the future outlook for business in the coming months, the passage underscores the need for proactive planning and adaptation to changing circumstances. It suggests that businesses should not wait to see how things unfold but rather take steps now to position themselves for success.

27:14

Competing With Corporate - HR Success With Shelly...

Books & The Biz ·

2025/07/17

In this episode, Shelly Dretzka, owner of aHRrow, discusses the importance of a people-first approach in HR consulting for small businesses. With 25 years of experience in HR, she emphasizes the need for leaders to prioritize hiring and retaining talent in order to build successful performance cultures.

37:43

Your Accountant (MAY) Suck! How Accounting Has...

Books & The Biz ·

2025/07/10

The importance of having a reliable and efficient accountant for your business cannot be overstated. However, it is crucial to stay vigilant and take note of any changes in the services you are receiving from your accounting firm. This includes delays in receiving financial statements, an increase in errors impacting tax filings, and a lack of guidance from CPAs.

31:32

Independence Day Top 10: Sparking Growth In Your...

Books & The Biz ·

2025/07/08

As a business owner, it is important to constantly be looking for ways to improve your operation and finances. In this Independence Day edition, we are sharing our top 10 actions that you can take to make a significant impact on your company. By implementing these strategies, you can create your own fireworks and set your business up for success in the second half of the year.

26:02

Why Do Today What Can Be Put Off Til Tomorrow

Books & The Biz ·

2025/06/19

Procrastination is a common behavior that affects everyone at some point in their lives. Whether it's putting off a task until the last minute or delaying important decisions, we all have a tendency to procrastinate. However, when it comes to business, procrastination can be particularly costly. In fact, studies have shown that when we delay taking action, we end up spending 3 - 5 times more than if we had acted promptly.

24:28

Your Oh Sh!# Moment - What Happens When The Work Stops

Books & The Biz ·

2025/06/12

In life, we often take our health and ability to work for granted until something unexpected happens. As a leader, it is important to consider how prepared you are for such situations that may arise without warning.

31:11

What about we discuss this topic: Why Your Small...

Books & The Biz ·

2025/06/05

The Importance of Automation and Robotics in Modern Business Automation and robotics have become essential tools for businesses looking to stay competitive in today's fast-paced market. With advancements in technology, companies of all sizes can now afford to invest in automation solutions that can streamline processes, improve efficiency, and enhance customer experiences. In this article, we will explore why small businesses should consider making the investment in automation and robotics.

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