Podcast

Scaling Your Business – Hal Levenson

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...

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Strategies to Lower Your Taxes – Dave Gill

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...

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Transitioning Your Business – Jim Rogers

“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,...

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Creating Value as a CFO – Scott Stone

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...

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Preparing for a Smooth Exit – Sean Frank

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...

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