Behind The Numbers

Behind The Numbers

Go Behind The Numbers for What Matters Most In Business. It’s an axiom in business that ”you can’t manage what you can’t measure.” Business performance and business valuation is all managed by the numbers. While Dave has spent a great deal of time ’inside’ the numbers, he has learned that the real stories and lessons-learned occur ’behind the numbers.’ Join business valuation expert and best-selling author, Dave Bookbinder and his guests as they go Behind The Numbers to understand what matters most in business. If you are interested in business, you’ll find a variety of insights in the areas of leadershio, finance, entrepreneurship, marketing, technology, human resources and more!

Episodes

April 9, 2024 27 mins

On this episode of Behind the Numbers, we uncover the unconventional business approach of professional rule breaking! Join us as we decipher this unique strategy with Kathy Walterhouse, a professional rule breaker and host of the Professional Rule Breaker podcast. Learn how breaking from the norm doesn't mean breaking laws, instead it's about challenging conventional wisdom and disrupting the status quo.

Through Kathy's unique appr...

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Your business is your largest asset and perhaps also your largest emotional investment but do you know what your business is worth?

In this episode, we’re discussing business valuation with two experts in the valuation profession. 

Go Behind The Numbers with Ken May, Partner at Haefele Flanagan and Dave Bookbinder, Executive Director of Valuation Services at Haefele Flanagan.

Ken is a CPA and Certified Valuation Analyst. He leads t...

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Join Dave Bookbinder as he gets up close with Brandon White, an entrepreneur, author of  Back of the Napkin to... Business Plan in 11 Slides, and radio host, in this illuminating episode of Behind the Numbers. Learn about Brandon's journey from the confusion he faced post-college to his triumphant stride into the world of entrepreneurship. Trace his steps to success as he used the internet to his advantage, built a digital magazine...

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In this episode of "Behind the Numbers," our host, Dave Bookbinder, engages in a compelling discourse with Rich Kirkpatrick, author of "Mind Blown: Unlock Your Creative Genius by Bridging Science and Magic." Together, they explore the vast landscape where creativity intersects with the corporate universe.

Throughout the conversation, Kirkpatrick shatters the widely held belief that creativity and business live in separate spheres. ...

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Today’s guest says that many sellers are surprised by how grueling the sale of their company can be,  He’s here today to offer advice on how to navigate the process and come out on top.

Dave Bookbinder goes Behind The Numbers with Jim Haefele, Partner and Visionary at Haefele Flanagan.

Jim has provided a variety of services to clients including tax consulting and compliance, general advisory, strategic business planning and budgeti...

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March 18, 2024 27 mins

In this engaging episode of 'Behind the Numbers', host Dave Bookbinder delves into a fascinating conversation with Sean Austin, the Founder and CEO of Helios Life Enterprises. The discussion centers around the extraordinary role of voice tone in shaping business outcomes.

Sean unravels how his innovative algorithm at Helios aids in identifying voice changes and tonal variations, thereby facilitating a deeper understanding of the un...

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Welcome to an exhilarating episode of 'Behind the Numbers', where business topics are uncovered and unraveled. Our guest this time, Jerry Dugan, the founder, and CEO of BTR Impact, sheds light on crafting a workplace environment where employees can take pride.

Diving into the intricacies of modern workplaces, we discuss how leaders can weave together professional achievements and personal values, to curate a work-life balance offer...

Today’s guest says that “talent isn’t enough.” Just like in sports, he has built his team on that notion and is creating an organization that is becoming the “employer of choice.”

Dave Bookbinder goes Behind The Numbers with Michael Rosen, Chief Executive Officer at Commercial Cleaning Corp.

Mike Rosen has been the CEO of Commercial Cleaning Corporation since 1988 and has been working in the cleaning industry since 1978. As an earl...

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Today’s guest is a former tech recruiter who wanted to change the employee / employer recruiting experience by launching his own company.  That company was just recognized with an award for Startup of the Year.

Dave Bookbinder goes Behind The Numbers with Jared Tang, Founder and CEO of Gaggle Social. 

Jared Tang is the Founder &. CEO of Gaggle Social, the enterprise software dedicated professional networking. The platform reduc...

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February 22, 2024 30 mins

Why do many small businesses fail to scale? Today’s guest says that it’s a function of leadership and it’s fixable.

Dave Bookbinder goes Behind The Numbers with Hal Levenson, Partner and Chief Visionary Officer  at Haefele Flanagan.

Former CPA, Hal Levenson, spent many years in his accounting practice helping small and medium-sized companies, in the New York, New Jersey and Philadelphia area. An entrepreneur himself, Hal is passion...

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Is private equity a solution for your company? Is private equity in your career path? Today’s guest says that she has “the coolest job in the world” and she’s going Behind the Numbers to discuss both of these questions.

Dave Bookbinder goes Behind The Numbers with Dyana Baurley, Director, Head of NA Business Development, Middleground Capital.

MiddleGround Capital is a private equity firm based in Lexington, KY. MiddleGround makes c...

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Many small business owners feel that they aren’t “ready” for a CFO, but most would benefit from CFO services.

Dave Bookbinder goes Behind The Numbers with Chris O’Brian, Founder of O’Brian CFO Consulting

In this episode we’re discussing how small businesses and entrepreneurs can benefit from a chief financial officer; why clean financial statements are a critical need; and the importance of financial planning and analysis (FP&A...

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Interested in lowering your tax bill? (Who isn’t?) Today we’re discussing strategies that business owners can employ to keep more money in their coffers.

Dave Bookbinder goes Behind The Numbers with Dave Gill, Partner at Haefele Flanagan.

Dave leads Haefele Flanagan’s tax compliance and planning practice, also offering accounting and consulting services to clients across a variety of industries. His specialties include real estate,...

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Today we’re discussing how compliance can increase the value of your company with the man who is known as the  “Compliance Evangelist.”

Dave Bookbinder goes Behind The Numbers with Tom Fox, founder of the Compliance Podcast Network.

Over the past 15 years, he has been a General Counsel and Chief Compliance Officer. He is now an Independent Consultant, assisting companies with anti-corruption, anti-bribery compliance, and internatio...

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January 23, 2024 31 mins

“When should I sell my business?” is a common question asked by business owners, and one that today’s guest is often answering.

Dave Bookbinder goes Behind The Numbers with Jim Rogers, Managing Partner at Haefele Flanagan.

Jim’s areas of expertise include audit, private business consulting, succession planning, mergers and acquisitions, litigation support and forensic accounting. A licensed CPA in Pennsylvania, New Jersey, New York...

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January 16, 2024 29 mins

Today’s guest is a hands-on CFO who’s involved in leading more than just the finance function. He’s going Behind the Numbers to share why he believes that organizations will benefit from having a CFO that thinks like a CEO.

Dave Bookbinder goes Behind The Numbers with Scott Stone - Chief Financial Officer at Alliance for Multispecialty Research.

Scott is not your “typical” CFO (not that there's anything wrong with that).  He has al...

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How do you know if your investment in marketing is paying off? Today’s guest answers that question and more.

Dave Bookbinder goes Behind The Numbers with Ali Schwanke, CEO and Founder of Simple Strat

Ali Schwanke is the founder of Simple Strat, a Diamond HubSpot solutions partner and B2B

content marketing agency. She’s also the co-host of HubSpot Hacks, the unofficial YouTube

channel for HubSpot tutorials.

Ali is a sought-after spe...

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December 26, 2023 30 mins

Is there ever a perfect time to sell your business? 

Dave Bookbinder goes Behind The Numbers with Sean Frank, Founder and Chief Investment Officer of Cloud Equity Group, a private equity firm that invests in, acquires or lends funds to startup, emerging, established or distressed companies that operate in the cloud computing and managed IT services space.

In this episode we’re discussing the things that a private equity investor lo...

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Today's special guest is a Chief Executive Officer, Founder, and Financier of businesses. She is here today to discuss ways to unleash your leadership potential and overcome self-doubt.

 

Dave Bookbinder delves deeper into the details with Tissa Richards, the author of No Permission Needed: Unleash Your Leadership Potential and Eradicate Self-Doubt.

 

As a consecutive Silicon Valley technology startup creator, Tissa raised millions...

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Today, we are delving into the artistic aspect of artificial intelligence with Matt Swalley, one of the founders and the Chief Business Officer of Omneky.

Omneky serves as an AI-based marketing platform that generates and optimizes personalized advertisement creations to enhance sales across all digital interactions. Utilizing the powerful capabilities of OpenAI's GPT-4, DALLE-2, and their own exclusive algorithms, Omneky's platfor...

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