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Banking & Finance
When Grandparents Want to Contribute to College Costs | Ep 21
So, grandma and grandpa want to help pay for college? Congratulations!
First, we need some clarity on what exactly they mean. Are they going to start funding a 529 early, are they planning on writing a fat check to cover tuition each semester, or are they planning on covering the student loan payments?
Each option comes with its own student…
The Profit-Ready Pivot: One Strategic Adjustment That Can Transform Your 2026 Revenue
Discover how a single strategic business pivot can increase profit margins and set your company up for stronger revenue growth in 2026. Learn how refining offers, pricing, delivery, or ideal client focus creates faster, more sustainable results.
What Really Drives Enterprise Value (and What Destroys It) – Anthony Franco
What truly drives enterprise value – and what quietly destroys it? In this episode of Behind The Numbers With Dave Bookbinder, Dave speaks with Anthony Franco, managing partner at First Strategy, serial entrepreneur, AI strategist, and co-author of AI First Principles and the WISER Method.
Anthony breaks down the core factors that influence valuation long before an owner thinks about…
Closing the Year Strong: How a Preemptive QofE Can Maximize Deal Value Before 2026
A QofE review could be one of the most effective ways
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From Forecasts to Flexibility: How Fractional CFOs Drive Agility During Q4 and Beyond
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The December Reset: How Smart CEOs Use the Quiet Weeks to Build a More Profitable 2026
Use December’s quiet weeks to refine systems, clarify offers, and build a stronger plan for a more profitable 2026. Get your Profit Booster Growth Map.
Restructuring Distressed Franchise Operations
Chapter 11 bankruptcy presents mid-sized businesses facing financial distress with a serious path to restructuring. But there are plenty of pitfalls, particularly for franchisees who operate under license from a better capitalized and more sophisticated franchisor partner with the underlying franchise agreement governing many aspects of franchisee operations. A recent decision out of the U.S. Bankruptcy Court for the Southern…
#25: Tax-Free Exit Planning and The Opportunity Cost of Not Doing Anything
States like California and New York offer people a wide range of opposing lifestyle choices that make people more than willing to pay the exorbitant cost of housing in either place.If you want exciting nightlife options, a vibrant social scene, and to be in the middle of cultural/career relativism, then New York City is the place to be.If you want…
AI & Advanced Technologies in Manufacturing
Since the Great COVID-19 Pivot of 2020, all manufacturers have shown resilience, but it’s the advanced ones—those using AI, automation, and cutting-edge tools—that have led the way. We’ve seen clients rise to the challenge, setting new standards for agility and innovation. When demand for critical supplies surged, automotive and aerospace advanced manufacturers quickly retooled for ventilators and protective gear, textile…