Maximize Business Value Podcast

• The E-Word Business Owners Avoid

  In this week’s episode of "Maximize Business Value," Tom Bronson discusses the E Word that business owners often avoid. To learn more about Tom, visit his LinkedIn and check out the MasteryPartners.com website. Tom's books in the maximize business value series are available on Amazon.Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!#maximizebusinessvalue #masterypartners #sellingyourbusiness #maximizingthesaleofyourbusiness #ExitStrategy #MBVPodcastLearn More about Tom Bronson: Tom Bronson is the founder and President of Mastery Partners, a company that helps business owners maximize business value, design an exit strategy, and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value that have been developed during Tom’s career of over 100 business transactions as either a business buyer or seller. As a business owner himself, he has been in your situation a hundred times, and he knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it.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 MORELinkedInWebsite© 2025 Mastery Partners, LLC.

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• The Power Exit: Selling on Your Terms

  In this week’s episode of "Maximize Business Value," Jeremy Furtick, Co-Founder of NorthStar Mergers & Acquisitions, meets with Dave Casey to discuss the sale of your business. To learn more about Jeremy, visit his LinkedIn and check out the NorthStar-Mergers.com website. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!#maximizebusinessvalue #masterypartners #sellingyourbusiness #maximizingthesaleofyourbusiness #NorthStarMergers #ExitStrategy #MBVPodcastLearn More about Dave Casey:Dave Casey is a partner at Mastery Partners. He works 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, cybersecurity, 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 for 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) organization enabling serious entrepreneurs to dramatically scale and improve their businesses.Learn More about Jeremy Furtick: Jeremy Furtick has spent the past 18 years honing his expertise in business transactions, becoming one of the most trusted advisors in the Dallas-Fort Worth Metroplex. His blend of education, creativity, experience, and meticulous personality has been instrumental in his success. As a founding partner of NorthStar Mergers & Acquisitions, Jeremy is leveraging his skills to establish the premier M&A organization in Texas. With a B.S. in journalism, a marketing minor from Texas A&M University, and an MBA from The University of Texas at Dallas, Jeremy brings a diverse skill set to his role. He resides in Collin County with his wife and two daMastery 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 MORELinkedInWebsite© 2025 Mastery Partners, LLC.

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• Tackling Owner Dependency (Part Two)

  In this week’s episode of "Maximize Business Value," Dave Casey concludes his conversation with Tom Bronson on the impact of Owner Dependency. This episode is part two of a two part series, to catch up on last weeks release check out the link here. To learn more about Tom, visit his LinkedIn and check out the MasteryPartners.com website. Tom's books in the maximize business value series are available on amazon. 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 #ownerdependecy  #dealkiller #MasteryPartners #ExitStrategyLearn More about Dave CaseyDave Casey is a partner at Mastery Partners, he works 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, cybersecurity, 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 for 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) organization enabling serious entrepreneurs to dramatically scale and improve their businesses.Learn More about Tom Bronson: Tom Bronson is the founder and President of Mastery Partners, a company that helps business owners maximize business value, design exit strategy, and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value, that has been developed during Tom’s career of 100 business transactions as either a business buyer or seller. As a business owner himself, he has been in your situation a hundred times, and he knows what it takes to craft the right strategy. Bronson is passionate about helping business 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 MORELinkedInWebsite© 2025 Mastery Partners, LLC.

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• Tackling Owner Dependency (Part One)

  In this week’s episode of "Maximize Business Value," Dave Casey discusses the impact of Owner Dependency with Tom Bronson. This episode is part one of a two-part series. For more information, tune in next week to hear Tom and Dave wrap up an often overlooked but important topic for business owners. To learn more about Tom, visit his LinkedIn and check out the MasteryPartners.com website. Tom's books in the Maximize Business Value series are available on Amazon.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 #ownerdependecy  #dealkiller #MasteryPartners #ExitStrategyLearn More about Dave CaseyDave Casey is a partner at Mastery Partners, he works 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, cybersecurity, 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 for 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) organization enabling serious entrepreneurs to dramatically scale and improve their businesses.Learn More about Tom Bronson: Tom Bronson is the founder and President of Mastery Partners, a company that helps business owners maximize business value, design an exit strategy, and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value that have been developed during Tom’s career in 100 business transactions as either a business buyer or seller. As a business owner himself, he has been in your situation a hundred times, and he knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it.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 MORELinkedInWebsite© 2025 Mastery Partners, LLC.

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• The Value of Succession Planning

  In this week’s episode of "Maximize Business Value," Dave Casey meets with Terry Chevalier to discuss succession planning and leadership. Terry Chevalier is a certified Mastery Partner and the Founder and managing director of Sunstone Associates. To learn more about Terry, visit his LinkedIn and check out the masterypartners.com website. 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 #SuccessionPlanning #MasteryPartners #ExitStrategyLearn More about Dave CaseyDave Casey is a partner at Mastery Partners. he works 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, cybersecurity, 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 for 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) organization enabling serious entrepreneurs to dramatically scale and improve their businesses.Learn More about Terry ChevalierTerry 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.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 MORELinkedInWebsite© 2025 Mastery Partners, LLC.

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