In this episode of Behind The Numbers With Dave Bookbinder, Dave interviews Patrick Thean – serial entrepreneur, co-founder of Rhythm Systems, and author of The Journey to CEO Success: Seven Practices for High Growth Leadership.

Patrick shares the seven practices of high-growth leadership:

Curiosity

Leveling up

Early warning systems

Full alignment

Culture as a competitive advantage

Building a people ecosystem

Serving the right core customer

Through real client examples, including insights from Michael Prager, Patrick explains how CEOs can develop the tools to spot problems early, align their teams, and create a culture that drives retention and performance.

You’ll discover practical strategies for:

Shifting from reactive crisis management to consistent execution

Using leading indicators to avoid blind spots

Hiring for culture fit to strengthen your team

Scaling strategy around your core customer

Whether you’re a CEO, entrepreneur, or aspiring leader, this conversation delivers actionable leadership advice and key warning signs to watch for on the path to sustainable growth.

To go deeper, explore Patrick Thean’s book The Journey to CEO Success and his podcast for more tools and insights on becoming a high-growth leader.----more----

About Our Guest:

Patrick Thean is an international speaker, CEO coach and serial entrepreneur whose mission is to help leaders build great companies and achieve their dreams. Patrick’s journey began when he was named Ernst & Young Entrepreneur of the Year in North Carolina, after growing his first company to #151 on the Inc. 500. Since then, he’s been on a mission to share his wisdom with CEOs worldwide, guiding them through the complexities of leadership and high-growth success. Patrick is the bestselling author of Rhythm: How to Achieve Breakthrough Execution and Accelerate Growth, and now, he’s here to talk about his latest book, The Journey to CEO Success: 7 Practices for High Growth Leadership. This book distills over 20 years of his executive coaching experience, offering battle-tested strategies that helped companies like AvidXchange reach billion-dollar valuations. Patrick’s methods have been integrated into programs at EO/MIT and Cornell University, and his leadership tools have driven extraordinary success for many CEOs.

About the Host:

Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. 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.”

Dave’s book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions.

He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

🔸 Grab Dave’s Books: The New ROI: Return on Individuals  | The NEW ROI: Going Behind The Numbers  |  A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know

🔸 Connect with Dave on LinkedIn 

🔸 Connect with Dave on FaceBook

🔸 Follow Dave on Twitter

🔸 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

🔹 Check out more of Behind The Numbers on YouTube

Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show!

BEHIND THE NUMBERS WITH DAVE BOOKBINDER IS AN AWARD-WINNING PODCAST THAT IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!

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📌 Call to Action:

In this episode of Behind The Numbers With Dave Bookbinder, Dave is joined by Jim Schleckser—founder and CEO of The CEO Project and author of Great CEOs Are Lazy. Jim shares leadership strategies that help executives cut through busywork and focus on what really drives results.

The conversation explores how to apply the theory of constraints to leadership, why great CEOs zero in on the “kink in the hose,” and practical tools like the “not-do list” and the delegation ladder. Jim explains how leaders can spend 30–40% of their time on their highest-impact activities, delegate more effectively to build organizational muscle, and craft a “mafia offer” that customers can’t refuse.

The discussion also covers succession planning and the unique challenges of family businesses, plus some lighter but highly practical advice on professional entertaining—from a sommelier trick to choosing drinks that align with your brand.

For more of Jim’s insights, check out his books Great CEOs Are Lazy and Professional Drinking, as well as The CEO Project podcast.

About Our Guest:

Jim Schleckser is an accomplished leader, entrepreneur, and CEO coach with extensive experience across diverse industries. He is the Founder & CEO of The CEO Project, a renowned executive coaching company specializing in high-revenue entrepreneurs. Jim offers a  distinctive CEO coaching program that combines peer group discussions with personalized ne-on-one coaching sessions led by former CEOs. He advocates for the concept of the ”Lazy CEO”,  emphasizing efficient delegation and time management as essential traits for successful leadership. Jim employs diagnostic and strategic tools to identify business constraints and provide tailored advice to CEOs and offers a curated advisory board, providing CEOs with unbiased and valuable guidance.

Jim hosts The CEO Project Podcast, a, a successful podcast, focusing on entrepreneurship and CEO leadership, providing valuable insights to a wide audience. He is also the author of two impactful books: Great CEO’s are Lazy and Professional Drinking: A Spirited Guide to Wine, Cocktails and Confident Business Entertaining.

About the Host:

Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. 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.”

Dave’s book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions.

He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

🔸 Grab Dave’s Books: The New ROI: Return on Individuals  | The NEW ROI: Going Behind The Numbers  |  A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know

🔸 Connect with Dave on LinkedIn 

🔸 Connect with Dave on FaceBook

🔸 Follow Dave on Twitter

🔸 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

🔹 Check out more of Behind The Numbers on YouTube

Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show!

BEHIND THE NUMBERS WITH DAVE BOOKBINDER IS AN AWARD-WINNING PODCAST THAT IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!

----more----Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show!

What can business leaders learn from a hospital clown? In this episode of Behind The Numbers With Dave Bookbinder, Dave talks with Eddy Smits — TEDx speaker, coach, author, and former professional hospital clown — about the surprising leadership lessons he discovered while performing for sick and palliative children.

Eddy explains how clowning taught him timeless principles that translate directly into leadership and business success:

Why true leadership is never about you

How radical honesty builds trust with teams and clients

The importance of vulnerability in creating human connection

Breaking through excuses and fear with small, consistent steps

Working around resistance instead of trying to force change

You’ll also hear memorable stories from Eddy's hospital work, his training of professional clowns, and his approach to overcoming common fears — including coulrophobia.

This conversation is packed with practical insights for leaders, managers, and solopreneurs who want to build trust, lead with empathy, and inspire resilience in their organizations.

Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show!

About Our Guest:

Eddy Smits, a man whose journey from performing as a professional clown for over 10,000 sick and palliative care children to becoming a sought-after speaker, coach, and author has given him an unparalleled understanding of human resilience, leadership, and the pursuit of happiness. With a straight-to-the-point approach and a knack for cutting through the noise, Eddy’s refreshing philosophy of "common sense without the nonsense" resonates deeply with audiences from all walks of life. His unique story and insights—captured in his book Model C—combine humor, heart, and hard-won wisdom to inspire genuine growth and connection.

About the Host:

Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. 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.”

Dave’s book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions.

He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

🔸 Grab Dave’s Books: The New ROI: Return on Individuals  | The NEW ROI: Going Behind The Numbers  |  A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know

🔸 Connect with Dave on LinkedIn 

🔸 Connect with Dave on FaceBook

🔸 Follow Dave on Twitter

🔸 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

🔹 Check out more of Behind The Numbers on YouTube

BEHIND THE NUMBERS WITH DAVE BOOKBINDER IS AN AWARD-WINNING PODCAST THAT IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!

How can leaders create workplaces where people actually want to stay?

In this episode of Behind The Numbers With Dave Bookbinder, I talk with Dr. Alise Cortez—Chief Ignition Officer at Gusto Now, author, and host of the Working on Purpose podcast—about building purpose-driven cultures that attract and retain top talent.

We discuss why leadership feels harder today, the damage caused by outdated practices like presenteeism, and the importance of hybrid and flexible work models. Dr. Cortez also shares actionable strategies for:

Embedding purpose and values into daily work

Leading the “whole person” to boost engagement

Restoring trust and psychological safety

Driving retention through meaningful culture and small manager behaviors

If you’re a business leader, manager, or advisor looking to improve employee engagement and retention, this conversation delivers practical tools you can apply immediately.

About Our Guest:

Dr. Alise Cortez is the Chief Ignition Officer at Gusto, Now!, a human and organizational transformation consultancy specializing in unleashing business results by igniting and growing high-performance teams passionate about delivering on the organizational mission. The resulting rewards? Higher engagement, performance, innovation, retention, customer delight, and thus profitability. Dr. Alise is also an organizational psychologist and logotherapist,inspirational speaker, researcher, author, and host of the Working on Purpose podcast, and she is bent on awakening people and organizations to their passion and purpose and inspiring them to make a contribution worthy of their one, precious life. She is the author of:

 Purpose Ignited: How Inspiring Leaders Unleash Passion and Elevate Cause (2020)

 Passionately Striving in “Why”: An Anthology of Women Who Persevere Mightily to Live Their Purpose (2021)

 The Great Revitalization: How Activating Meaning and Purpose Can Radically Enliven Your Business (2023)

 Coloring Life: How Loss Invites Us to Live More Vibrant Lives (2023)

 The Power of Soulful Healing: Turning Wounds into Wisdom (co-author Arthur Ciaramicoli, 2025)

Having developed her expertise within the human capital / organizational excellence industry over the last 25 years, she is focused on “raising the game” of organizations and individuals to live and work with “gusto,” step into their purpose to realize their potential, and make the impact they crave that betters the world.

About the Host:

Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. 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.”

Dave’s book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions.

He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

🔸 Grab Dave’s Books: The New ROI: Return on Individuals  | The NEW ROI: Going Behind The Numbers  |  A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know

🔸 Connect with Dave on LinkedIn 

🔸 Connect with Dave on FaceBook

🔸 Follow Dave on Twitter

🔸 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

🔹 Check out more of Behind The Numbers on YouTube

Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show!

BEHIND THE NUMBERS WITH DAVE BOOKBINDER IS AN AWARD-WINNING PODCAST THAT IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!

In this episode of Behind The Numbers With Dave Bookbinder, entrepreneur Colin Hirdman (co-founder of Monkey Island Ventures, Rainmaker, and Wrappt) shares practical strategies for using LinkedIn to drive revenue growth.

Colin breaks down his three-level LinkedIn philosophy—be authentic, educate your audience, and understand prospect pain points—and explains how he builds and activates audiences to generate measurable results.

You’ll learn how to:

Target prospects with Sales Navigator

Grow first-degree connections strategically

Decide when to include (or skip) connection messages

Maintain a healthy connection acceptance rate

Colin also unpacks his LinkedIn activation toolkit: multi-touch messaging sequences, targeted polls, and repeatable live streams/events. He explains how to run, promote, and follow up on these campaigns to convert interest into real meetings.

Beyond tactics, Colin discusses:

Ethical automation that mimics human behavior

Why businesses should own their own custom GPTs

How Rainmaker and Wrappt help teams scale outreach while protecting intellectual property

Key entrepreneurial lessons: choosing partners, focusing on profitable markets, learning from failure, and persevering through challenges

Expect actionable takeaways you can apply immediately—whether it’s building a targeted connection list, using a go-giver approach in outreach, running vertical-specific LinkedIn events, or productizing expertise through custom GPTs.

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About Our Guest:

Colin Hirdman started his first company a week after graduating from college, and has been an entrepreneur ever since. He's building businesses through Monkey Island Ventures a company he co-founded with two of his best friends. Monkey Island Ventures is named after a park they played at since they were 5 years old.

Over the years the trio has built over a dozen software and service businesses and want to help create as many successful entrepreneurs as they can by sharing what they know.

Colin is now focused on their newest business, Wrappt. Wrappt allows you to turn your GPTs into custom apps in minutes. No code, no hassle, just launch. Wrappt is like Shopify for GPTs – everything you need to package and launch your GPTs.

About the Host:

Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. 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.”

Dave’s book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions.

He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

🔸 Grab Dave’s Books: The New ROI: Return on Individuals  | The NEW ROI: Going Behind The Numbers  |  A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know

🔸 Connect with Dave on LinkedIn 

🔸 Connect with Dave on FaceBook

🔸 Follow Dave on Twitter

🔸 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

🔹 Check out more of Behind The Numbers on YouTube

Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show!

BEHIND THE NUMBERS WITH DAVE BOOKBINDER IS AN AWARD-WINNING PODCAST THAT IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!

In this episode of Behind The Numbers With Dave Bookbinder, we’re exploring why strong managers are the backbone of every successful organization. Dave is joined by Brian Walch, owner of Shift Focus Coaching and Consulting, who draws on his diverse career—from software development to executive coaching—to reveal what it really takes to turn managers into influential leaders.

Dave and Brian unpack the most common mistakes companies make when developing managers, the essential leadership skills every manager needs, and the tricky transition from being a peer to becoming the boss. They also dive into how empathy and emotional intelligence impact performance, culture, and retention—and why investing in managers can pay off in a big way.

If you’re an aspiring manager, a seasoned leader seeking to grow, or part of an organization striving for a stronger leadership culture, this conversation delivers actionable insights you can put to work immediately.

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About Our Guest:

Brian Walch is a certified executive coach, writer, and speaker. As the owner of Shiftfocus Coaching and Consulting, he helps organizations develop their managers and build best-in-class management cultures. Before launching his own practice, he spent 25 years at a growing national consulting firm where he worked with clients in HR, IT, Finance, Operations, and the C-suite. As a partner, he filled diverse leadership roles in HR, business development, operations, and project execution. He built a comprehensive employer branding and recruiting program and spearheaded employee retention and development initiatives.  

In addition to his business experience, he has led projects that have transformed small businesses, modernized government agencies, and improved enterprise-wide systems and processes.  Today, Brian uses his experience with people and systems to develop tools and programs to empower managers to lead themselves, their teams, and their organizations.

About the Host:

Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. 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.”

Dave’s book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions.

He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

🔸 Grab Dave’s Books: The New ROI: Return on Individuals  | The NEW ROI: Going Behind The Numbers  |  A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know

🔸 Connect with Dave on LinkedIn 

🔸 Connect with Dave on FaceBook

🔸 Follow Dave on Twitter

🔸 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

🔹 Check out more of Behind The Numbers on YouTube

Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show!

BEHIND THE NUMBERS WITH DAVE BOOKBINDER IS AN AWARD-WINNING PODCAST THAT IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!

Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show!

Public speaking is one of the most common fears in business—but it doesn’t have to hold you back.

In this episode of Behind The Numbers With Dave Bookbinder, we’re exploring the business value of public speaking with Juanita Wheeler, a TEDx speaking coach, strategist, and expert in persuasive communication.

Juanita shares her journey from introvert to speaker and coach, revealing how mastering communication can drive career growth, support business development, and build powerful personal brands. We unpack why presentation skills matter in today’s marketplace—and how you can use them to stand out.

You’ll learn how to:

Overcome fear and anxiety around public speaking

Craft impactful, memorable messages

Use slides with intention—not as a crutch

Connect with your audience authentically

Leverage speaking opportunities to grow your influence

Whether you’re pitching investors, leading a team, or building your reputation in the marketplace, this conversation will help you speak with confidence—and purpose.

About Juanita Wheeler:

Juanita Wheeler has coached over 100 TEDx speakers in addition to CEOs, entrepreneurs, authors, researchers and change-makers to deliver presentations worthy of their great ideas.

Juanita is a public speaking coach, speechwriter, the CEO and Head of Speaker Coaching at TEDxBrisbane and the Founder of Full & Frank.

Juanita has over two decades of speaking experience, is an Adjunct Lecturer at the University of Queensland, and a Global Fellow with the Atlantic Fellows based out of Oxford University. Juanita has three Masters degrees (two in business and one in social change leadership).

Connect with her here: https://linktr.ee/fullandfrank

About the Host:

Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. 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.”

Dave’s book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions.

He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

🔸 Grab Dave’s Books: The New ROI: Return on Individuals  | The NEW ROI: Going Behind The Numbers  |  A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know

🔸 Connect with Dave on LinkedIn 

🔸 Connect with Dave on FaceBook

🔸 Follow Dave on Twitter

🔸 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

🔹 Check out more of Behind The Numbers on YouTube

Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show!

BEHIND THE NUMBERS WITH DAVE BOOKBINDER IS AN AWARD-WINNING PODCAST THAT IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!

Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show!

What if HR could be measured with the same rigor as finance?

In this episode of Behind The Numbers With Dave Bookbinder, we’re diving into how human capital can—and should—be treated as a value-creating investment. Dave is joined by Dr. Solange Charas, founder of HC Moneyball, co-author of Humanizing Human Capital, and professor at Columbia University.

Dr. Charas shares how HC Moneyball is equipping human capital practitioners with the quantitative tools they need to speak the language of finance—helping shift HR from a qualitative support function to a strategic business partner.

You’ll hear insights on:

Why aligning HR with financial metrics is essential for earning a seat at the executive table

The impact of AI on workforce management and decision-making

How to calculate and apply key metrics like HCROI

The global movement toward standardized human capital reporting

How to reframe the workforce from a cost center to a driver of business value

This episode is a must-listen for business leaders, CFOs, and HR professionals looking to bridge the gap between people and performance.

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About Solange Charas:

In this enlightening episode of Behind the Numbers, host Dave Bookbinder welcomes Dr. Solange Charas to discuss the significant role of human capital in driving business success. Dr. Shirah, a professor at Columbia University and founder of HC Moneyball, shares her expertise on preparing human capital practitioners with quantitative skills to transform HR from a qualitative to a more data-oriented function.

The conversation explores the importance of HR professionals speaking the language of finance to gain a strategic seat at the table, the impact of artificial intelligence on human capital, and how HC Moneyball helps organizations perceive human capital as an investment rather than an expense. Additionally, Dr. Charas introduces her co-authored book "Humanizing Human Capital," which combines future HR perspectives with data analytics for value creation.

With insights into the global landscape of human capital reporting and metrics, the episode breaks down crucial formulas like the HCROI and offers a roadmap for improving workforce efficacy. The discussion also addresses challenges and opportunities within HR functions and the need for a business-minded approach to human capital management.

About the Host:

Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. 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.”

Dave’s book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions.

He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

🔸 Grab Dave’s Books: The New ROI: Return on Individuals  | The NEW ROI: Going Behind The Numbers  |  A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know

🔸 Connect with Dave on LinkedIn 

🔸 Connect with Dave on FaceBook

🔸 Follow Dave on Twitter

🔸 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

🔹 Check out more of Behind The Numbers on YouTube

Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show!

BEHIND THE NUMBERS WITH DAVE BOOKBINDER IS AN AWARD-WINNING PODCAST THAT IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!

Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show!

What’s stopping your business from scaling? It might be a revenue bottleneck—and Andrea Beach knows how to fix it.

In this episode of Behind The Numbers With Dave Bookbinder, Andrea Beach, CEO of Growth Concierge and founder of 22 companies, shares how her membership-based model gives businesses access to a team of seasoned entrepreneurs—without the overhead of full-time hires.

Andrea explains how to identify and remove growth roadblocks, streamline operations, and build a culture that supports long-term success. She also explores the psychology of leadership and why understanding human behavior is critical to scaling smart.

This episode is a must-listen for founders and business leaders ready to accelerate growth without sacrificing culture or control.

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About our Guest:

Andrea Beach is an accomplished entrepreneur, investor, and business strategist specializing in scalable growth, technology innovation, and consumer behavior. In addition to having founded over 21 companies herself, she has helped CEOs and business owners scale efficiently while reducing risk. As founder of the TC Network, Andrea provides a special operations – meets - white glove service for companies looking to grow without adding overhead. She has worked with Fortune 500 brands, advised hundreds of growth-stage companies. As an in-demand speaker and media commentator, Andrea is passionate about helping leaders unlock growth, leverage technology, and work smarter—not harder.

About the Host:

Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. 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.”

Dave’s book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions.

He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

🔸 Grab Dave’s Books: The New ROI: Return on Individuals  | The NEW ROI: Going Behind The Numbers  |  A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know

🔸 Connect with Dave on LinkedIn 

🔸 Connect with Dave on FaceBook

🔸 Follow Dave on Twitter

🔸 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

🔹 Check out more of Behind The Numbers on YouTube

Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show!

BEHIND THE NUMBERS WITH DAVE BOOKBINDER IS AN AWARD-WINNING PODCAST THAT IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!

Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show!

Can mindfulness actually make you a better business leader?

In this episode of Behind The Numbers With Dave Bookbinder, we’re exploring a transformative approach to entrepreneurship with Sid Mohasseb—author, TEDx speaker, angel investor, and self-described Entrepreneur Philosopher. As the founder of Anabasis Academy, Sid offers a powerful framework that blends mindfulness and business strategy to unlock human potential.

Sid shares why he believes everyone has the capacity to be an entrepreneur—not just in starting companies, but in how we approach decisions and change. He breaks down his philosophy of mindfulness as a tool for active awareness—a way to confront our biases, manage emotions, and ultimately make smarter choices in business and life.

We also discuss how organizations can thrive when they operate as platforms supported by five key pillars: employees, customers, partners, investors, and society. Sid brings these ideas to life with compelling stories and actionable insights that challenge conventional thinking.

If you're ready to rethink your approach to leadership, decision-making, and value creation, this episode is for you.

About Our Guest:

Sid Mohasseb is known as the “Entrepreneur philosopher.”  Sid is twice best-selling author (“You Are Not Them: The Authentic Entrepreneurs Way” and “The Caterpillar’s Edge: Evolve, Evolve Again and Thrive in Business”), a university professor at both engineering and Business School, a 2 time TED speaker, an advisor to fortune 500 leaders and an innovation thought leader who has built multiple companies and invested in many more. Sid is the founder of the Anabasis Academy, a global movement fusing mindfulness and entrepreneurship. He is a frequent contributor to Forbes, TIME, Newsweek, USAToday, Fox, Independent, Foreign Policy, Globe, London School of Economics, and Harvard Business Review.

About the Host:

Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. 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.”

Dave’s book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions.

He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

🔸 Grab Dave’s Books: The New ROI: Return on Individuals  | The NEW ROI: Going Behind The Numbers  |  A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know

🔸 Connect with Dave on LinkedIn 

🔸 Connect with Dave on FaceBook

🔸 Follow Dave on Twitter

🔸 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

🔹 Check out more of Behind The Numbers on YouTube

Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show!

BEHIND THE NUMBERS WITH DAVE BOOKBINDER IS AN AWARD-WINNING PODCAST THAT IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!

Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show!