Banking & Finance

“I don’t want to become an influencer.” I hear some version of that regularly from financial advisors, CPAs, and other financial professionals who are considering launching a podcast or YouTube channel. The good news is that becoming a lifestyle influencer is not the goal. Your content does not need to showcase expensive cars, exotic vacations, […]

Most beauty brands are selling the exact same formula in a different bottle, and customers are starting to figure that out. Kate, founder of Dip, joins the show to unpack the trust recession happening across the beauty industry and why she built her company to run on the opposite of paid reviews and influencer hype. She walks through her path…

When companies view workforce payroll strictly as an expense rather than an appreciating financial asset, they trigger a compounding cycle of organizational drift that silently destroys enterprise value.
In this episode of Behind the Numbers, host Dave Bookbinder sits down with Dr. Cynthia Bentzen-Mercer, executive coach, human capital strategist, and author of Human Capital Investment Strategy and Now, Near, Next.…

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The Short Answer
On September 16, the Federal Reserve raised rates for the first time since 2023. That doesn’t change whether your company can be sold. It changes how buyers pay for it and which buyers can compete. Expect more earnouts, seller notes, and rollover equity, and fewer leveraged buyers at the table. The fix isn’t

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What if the next level of your business is waiting on you to pitch the thing, show up imperfectly, and stop hiding behind preparation? In this episode, I’m joined by Kelly Lynn Adams, host of Perfectly Imperfect, business growth strategist, advisor, international speaker, and coach to high-level entrepreneurs, executives, founders, athletes, public figures, and leaders. […]
​When I set out to interview retirees for this article, I expected the story to be about money.
That’s the assumption most people carry into retirement conversations. Did you save enough? Is your withdrawal strategy right? What does Social Security look like? Those are important questions, and every one of the people I sat down with had done the work

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“If you work hard in training, the fight is easy.” – Manny Pacquiao

Manny Pacquiao is one of the most accomplished boxers in history. His career is especially remarkable because he moved through an enormous range of weight classes while continuing to win at the championship level. Some of his biggest accomplishments include being the only eight-division world boxing champion…

If you own a privately held business and are considering a sale, recent valuation data may sound encouraging. Private-equity buyers are paying attractive multiples for smaller companies that can be added to businesses they already own.

These transactions, commonly called “add-on acquisitions,” can create opportunities for owners who previously assumed their companies were too small to attract private-equity interest.

However,…