If you’ve ever wondered whether an ESOP could be the right succession or liquidity strategy for your business, this episode breaks it down in practical, owner-friendly terms. ESOPs continue to gain traction among business owners, advisors, and management teams looking for a tax-advantaged way to transition ownership while preserving company culture and leadership continuity. In this conversation, we take a
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How to Drive Organizational Transformation and Growth – Jim Stevenson
In this episode of Behind The Numbers With Dave Bookbinder, Dave speaks with Jim Stevenson, CEO of Bletchley Group, about how companies can achieve real transformation by aligning strategy, people, processes, and products.
Drawing from his leadership experience at The Guardian and in global retail and digital businesses, Jim shares practical insights on breaking down silos, redesigning teams, and putting
Estate Planning and Business Succession: What Every Business Owner Needs To Do Now – Brian Balduzzi
Why estate planning and business succession fail most often has nothing to do with legal documents. It comes down to communication, valuation, and timing.
In this episode of Behind The Numbers With Dave Bookbinder, we explore the intersection of estate planning, business succession, and valuation with private client attorney Brian Balduzzi.
Brian explains why estate planning is not just for
Shift Happens: How to Build a Change-Ready Culture – Erica Wexler
In this episode of Behind The Numbers With Dave Bookbinder, Dave is joined by change facilitator and organizational alignment expert Erica Wexler to explore how companies can eliminate unseen barriers that slow performance, reduce trust, and stall transformation.
Erica breaks down why disconnects between leadership and employees often stem from assumptions rather than clarity – and how redefining accountability as
Crafting Powerful First Impressions and Executive Presence – Sylvie DiGiusto
First impressions happen fast—and they stick. In this episode of Behind The Numbers With Dave Bookbinder, Dave talks with Sylvie DiGiusto, international keynote speaker and author of The Image of Leadership, about how leaders can shape powerful first impressions and build lasting influence.
Sylvie breaks down her A-B-C-D-E framework—Appearance, Behavior, Communication, Digital footprint, and Environment—and explains how each element contributes
Reclaim the Moment: 7 Strategies to Beat Distraction and Regain Focus – Greg Bennick
How do you cut through distraction and reclaim your focus in today’s always-on world?
In this episode of Behind The Numbers With Dave Bookbinder, bestselling author and TEDx speaker Greg Bennick shares seven powerful strategies from his new book Reclaim the Moment.
Greg and I explore practical ways to sharpen focus, manage pressure, and create deeper connections—including:
- Why “keeping your
Turning HR Into a Profit Center – Scott Rosen
How can HR drive profit instead of just managing processes?
In this milestone episode (#300!) of Behind The Numbers With Dave Bookbinder, we explore how HR can become a strategic profit center rather than a cost center.
Guest: Scott Rosen, CEO of the Rosen Group and author of Transforming Your HR Department into a Profit Center
What you’ll learn in
Seven Practices for Success and High-Growth Leadership – Patrick Thean
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
Great CEOs Are Lazy: How Top Leaders Drive Results by Doing Less – Jim Schleckser
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
Thinking About Selling Your Company? Here Are 5 Things You Need And 1 That You Don’t
“I’m thinking about selling my company – I need a valuation.”
That’s how many conversations begin. I had one again recently.
It was in a conference room with the President of a privately-held company. The business was growing quickly, and was very profitable. They had been approached by competitors in the past but the timing wasn’t right.
Until now.
This person was lucky