Maximize Business Value Podcast

Maximize Business Value Podcast

A podcast for business owners passionate about building long-term, sustainable value in their businesses - and ultimately transitioning on their terms. Mastery Partners Certified Partners host the Maximize Business Value Podcast: Tom Bronson, Dave Casey, Amy Morin, David Brown, Mark King, Scott Couchenour, Gil Bean, and Terry Chevalier. Mastery Partners equips business owners to maximize business value so that they can transition on their terms. Check us out at masterypartners.com.

Episodes

June 19, 2026 52 mins

On this week’s episode of the Maximize Business Value Podcast, "Financial Meeting Rhythm" host Kim Bentson is joined by Mastery Partners certified partner, Dave Casey, to discuss “How often should I review financials with my team?”

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On this week’s episode of the Maximize Business Value Podcast, "Document Processes Without Slowing Down" host Kim Bentson is joined by Mastery Partners certified partners, Terry Chevalier and Gil Bean, to discuss “How do I know when investing in systems like EOS, CRMs, and project management software is actually worth it?"

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On this week’s episode of the Maximize Business Value Podcast, "From Tribal Knowledge to Transferability" host Kim Bentson is joined by Mastery Partners certified partners, Terry Chevalier and Dave Casey, to discuss “How do I get processes out of people’s heads without creating a bunch of corporate red tape?”.

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May 26, 2026 39 mins

On this week’s episode of the Maximize Business Value Podcast, "Marketing as a Value Driver" host Kim Bentson is joined by Mastery Partners certified partner, Terry Chevalier, to discuss “How does marketing affect valuation?”

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On this week’s episode of the Maximize Business Value Podcast, "Leadership Gaps That Show Up in Numbers" host Kim Bentson is joined by Mastery Partners certified partner, Dave Casey, to discuss “How do leadership gaps affect valuation?”.

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On this week’s episode of the Maximize Business Value Podcast, "Build A Team That Runs Without You," host Kim Bentson is joined by Mastery Partners certified partners, Gil Bean and Scott Couchenour, to discuss the critical importance of creating a scalable organizational structure. The speakers emphasize that an effective organization is not just about individuals but about defining essential functions, establishing clear acc...

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On this week’s episode of the Maximize Business Value Podcast, "Leadership Team as a Value Driver," host Kim Bentson is joined by Mastery Partners, Scott Couchenour and Gil Bean to discuss the critical importance of leadership teams and organizational structure in building business value. The speakers emphasize that a leadership team is not just for operational support but is a direct reflection of a company's value and risk ...

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On this episode of Maximize Business Value, host Dave Casey and Mark Mitford of HR Catalyst discuss how to transform HR from a transactional expense into a strategic profit center. Ahead of his new book launch, People Are Your Profit, Mark explains how proactive succession planning and leadership development protect a company’s long-term continuity.

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On this week’s episode of the Maximize Business Value Podcast, host Kim Bentson is joined by special guest Dave Casey to discuss a critical milestone in the exit journey: "A Business Owner’s First TRA Experience." The Transition Readiness Assessment (TRA) is the ultimate truth-teller for your business, but for many owners, the first score can be a wake-up call. This episode tackles the burning question: “What shou...

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On this week’s episode of the Maximize Business Value Podcast, new host Kim Bentson is joined by special guest Dave Casey to pull back the curtain on your finances: "What Your Financials Reveal About Readiness." Are your financial statements telling a story of growth, or are they hiding red flags that could tank a deal? This episode focuses on the key question: “What do buyers see in financials that I don’t?" Tune...

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On this week’s episode of the Maximize Business Value Podcast, host and Certified Mastery Partner Dave Casey is joined by panelists Gil Bean and Scott Couchenour to tackle the "Owner Trap." Are you the "hero" of your company, solving every fire and making every decision? While it feels good to be the fixer, that dependency is exactly what kills your company's value during an exit. Tune in to learn how to categorize your tasks...

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On this episode of the "Maximize Business Value Podcast," our Certified Mastery Partner host, Dave Casey, and Panelists, Amy Morin & David Brown, discuss why having a Business Operating System matters for your eventual exit. Listen in as Dave Casey, Amy Morin, and David Brown break down the mechanics of EOS vs. The Great Game of Business. 

GET THE BOOKS: Start with Maximizing Business Value by Tom Bronson

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Part two of Amy Morin and Amy Wirtz's podcast is now out: 'Addressing Family Dynamics in Business Succession - Part Two (#276).' Hear the end of their discussion on the importance of addressing family dynamics during business succession planning. 

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On this episode of the "Maximize Business Value Podcast," our Certified Mastery Partner host, Amy Morrin, and guest, Amy Wirtz from the Family Business Consulting Group, discuss the importance of addressing family dynamics during business succession planning. 
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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. Thi...

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Amy Morin and Ralph Gigliotti, manager of R&A CPAs, star in our latest MBV Podcast release, 'The Science of Certainty: Who Should Actually Value Your Business? - Part One (#273).' Their discussion explores the key drivers of enterprise value, such as reducing owner dependency and customer concentration, while explaining why a formal appraisal is necessary at least five to seven years before an exit. Listeners will walk away wit...

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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!

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Amy Morin, 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!...

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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'...

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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. 

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