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 measured 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. Want to be a Guest? If you or someone you know would like to be a guest on Behind The Numbers, connect with us here: https://linktr.ee/BehindTheNumbers and someone will get back to you about scheduling. If you find the content to be valuable, please subscribe and leave a rating. About Dave: Dave and his team conduct valuations of businesses, intellectual property, and complex financial instruments for a host of strategic objectives. Clients served are companies of all sizes, public and private, in various industries and geographies...

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episode 317: 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, private business consulting, succession planning, mergers and acquisitions, litigation support and forensic accounting. A licensed CPA in Pennsylvania, New Jersey, New York and Delaware, Jim works primarily in the not-for- profit, real estate development, construction, service, manufacturing and leasing industries. He serves on the Board of Directors for the Building Industry Association of Philadelphia and Holy Redeemer Health System.

In this episode we’re discussing how to overcome the emotional challenges related to selling your business; maximizing valuation; managing the proceeds of a sale; and more!

About Our Sponsor:

Haefele Flanagan (HFCO) is a full-service accounting firm that’s been serving clients since 1967.  Not your typical accounting firm,HFCO’s services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more.  When you work with Haefele Flanagan, we help you realize your long-term goals.  Please visit them at www.hfco.com.

About the Host:

Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. 

Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. 

He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.”

???? Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals  & The NEW ROI: Going Behind The Numbers

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???? Check out www.NEWROI.com for more.

????  Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers

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Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it.

BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!


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 January 23, 2024  31m