Books & The Biz Titelbild

Books & The Biz

Books & The Biz

Von: Dan Paulson and Richard Veltre
Jetzt kostenlos hören, ohne Abo

Saisonale Sparangebote | 0,99 € pro Monat für die ersten 3 Monate

Danach 6,99 €/Monat. Bedingungen gelten. Monatlich kündbar.

Finance and Operations need to work together.

Often they don’t.

Join Richard Veltre and 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 construction.

About Dan: He built his career working key leadership positions for several large corporations such as Menards and Lands’ End. In 2005, Dan decided he no longer wanted to continue on the corporate executive path and launched InVision. He now helps owners and executives improve operational performance and workplace culture in the areas of manufacturing, construction, healthcare, and finance.

Books & The Biz is a podcast where we talk about our experiences, what’s happening in the world today, and how it impacts companies.

Ökonomie
  • Ready to Retire? Your Business May Not Be Ready to Sell.
    Oct 15 2026

    Thinking about selling your business? What you believe it's worth and what a buyer is willing to pay could be two very different numbers.


    In this episode of Books & The Biz, Dan and Rich discuss why succession planning needs to start years before retirement. They explore how owner dependency, weak systems, financial risks, and the due diligence process can reduce a company's value or delay a sale.


    Learn why preparing your business to operate without you may be the most important investment you make before selling.

    Mehr anzeigen Weniger anzeigen
    34 Min.
  • Employee Benefits Are Getting Expensive. What Are Your Options?
    Oct 8 2026

    Employee benefits are getting more expensive, leaving business owners wondering how to provide meaningful coverage without breaking the budget.


    In this episode of Books & The Biz, Dan and Rich welcome Benjamin Zang of Transition Health Benefits to discuss traditional health insurance, ICHRAs, health sharing, Direct Primary Care, and other benefit options. They explore the costs, tradeoffs, and questions employers should consider when building a benefits package that works for both their employees and their business.


    Mehr anzeigen Weniger anzeigen
    38 Min.
  • Know What You're Hiring Before You Hire It
    Oct 6 2026

    Hiring the right person starts with understanding what the job actually requires.


    In this episode of **Books & The Biz**, Dan and Rich discuss how unclear expectations can lead to the wrong hires, costly miscommunication, and disappointing results. From interim and fractional executives to key leadership roles, they explore the questions every business owner should answer before bringing someone on board.


    If you've ever wondered why a great hire didn't work out, this conversation will help you identify the problem before you make the investment.


    Please like, share, and subscribe



    Mehr anzeigen Weniger anzeigen
    39 Min.
adbl_web_anon_alc_button_suppression_t1
Noch keine Rezensionen vorhanden