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Transition Value Partners Podcasts

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A podcast for business owners passionate about building long-term, sustainable value in their businesses - and ultimately transitioning on their terms. Mastery Partners Certified Partners host the Maximize Business Value Podcast: Dave Casey, David Brown, Mark King, Amy Morin, and Terry Chevalier. Mastery Partners equips business owners to maximize business value so that they can transition on their terms. Check us out at masterypartners.com.
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Currents

Norton Rose Fulbright

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Weekly
 
Currents is a podcast published by Norton Rose Fulbright that features in-depth discussions on the latest developments in project finance. The podcast is hosted by partner Todd Alexander, who interviews key business leaders and policy makers to investigate important trends affecting the energy and infrastructure space.
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The Future Is Bright Podcast

The Future Is Bright Podcast

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Enjoy a front-row seat as Chris speaks with thought-provoking C-Suite executives and leaders from corporations, both public and private, professional service firms, and of course, the legal industry from around the United States.
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Advisor Talk with Frank LaRosa

Elite Consulting Partners

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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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A podcast for business owners who are looking for expert advice on exit strategies and business transitions - pointing listeners to attend the Business Transitions Summit in May for further exploration. The Business Transitions Summit Podcast is hosted by Tom Bronson, CEO of Mastery Partners. Mastery Partners equips business owners to maximize business value so that they can transition on their terms. Check us out at masterypartners.com.
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Personality Hacker Podcast

Joel Mark Witt & Antonia Dodge

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Make better decisions based on how your mind works. Personality Hacker teaches you the coding language of your mind and how to use it to create great relationships - a fulfilling career and happiness. Are you born with your personality, or does it develop over time? What is intuition? What's the fastest way to use your natural gifts to improve overall happiness? Join Joel Mark Witt and Antonia Dodge as they discuss small changes in your personality and relationships that have big impact.
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Welcome to TodaysBusinessRadio.com. We are a combination of an on air radio show at KTLK AM 1130, Minneapolis, MN and our online and on demand “business reference library” of over 100 interviews with business advisors, in podcast format. Our mission is to help business owners to: increase enterprise value, improve profitability, control expenses and formulate an exit strategy for the business.
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Are you a Chief Human Resource Officer (CHRO) or business leader passionate about transforming your organization's people experience and culture? Do you aim to be an effective change agent? Welcome to 'Blu Thread Conversations', the go-to podcast designed for HR leaders actively shaping and creating impact for their organizations. Crafted for passionate CHROs and HR leaders, ‘Blu Thread Conversations’ offers valuable insight on how your employer brand strategy and Employer Value Proposition ...
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Axel Ragnarsson speaks with successful real estate investors and dissects how they started, built, and scaled their businesses. In each episode, listeners can expect tactical and actionable information to help grow their business and real estate portfolio.
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The Parenthood and Relationship Podcast | Matrescence | Relationship after baby | Motherhood life

Markella Kaplani - Clinical-Counseling Psychologist | Parenthood & Relationship Coach | Matrescence Expert

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Parenthood and maintaining a healthy relationship are ambitious endeavors. Being fully aware, you armed yourself with all the latest books, articles, podcasts, and resources, committed to being present and strong for your family. Yet, despite embracing every piece of advice and strategy in your search for reassurance, there are times you find yourself wondering why the harmony, connection, and closeness you envisioned seem out of reach. If this rings true, let me tell you: it’s not you! It’s ...
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Welcome to the Transforming HXM and Payroll podcast by SpinifexIT! In each episode, we plan to offer expert-led discussions about SAP HCM and SAP SuccessFactors that can help guide you and your organization through the HXM and Payroll journey to the cloud. In this podcast series, we will feature SAP experts, partners, and notable customers who will share valuable insights and advice.
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The Matt Waller Podcast

Matt Waller, Ph.D.

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Where the future of the retail value chain is being built. As a supply chain management professor, consultant, and investor, my mission is to bridge the gap between academia, industry, and investment by advancing the understanding and implementation of innovative logistics and e-commerce technologies. I aim to foster effective and efficient supply chains, creating value for businesses, investors, students, the university, and society.
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David is a property expert with over 25 years’ experience and his own portfolio of 26 units. His current rent roll is in excess of £10k per month. He is also a partner in a Deal Sourcing and Packaging business in the North West of England and has sourced over 250 properties for investors since 2004. In recent years he has, by necessity, had to develop an expertise in LHA strategies. This area is increasingly becoming a niche for him and he enjoys empowering other landlords by sharing the kno ...
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Doctors – are you interested in building long-term wealth and continuing on as an owner while retaining full autonomy in your dental practice? Join host and Large Practice Sales (LPS) Co-founder and Principal Chip Fichtner on this monthly podcast as he shares invaluable advice and expertise about the world of Invisible Dental Support Organization (IDSO) partnerships. Follow this podcast for more tips you won't find anywhere else on how to monetize your dental practice at the maximum value. L ...
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Welcome to "M&A+: The Art After the Deal," the podcast that delves into the dynamic world of mergers and acquisitions, where strategy meets execution. I'm your host, Lisa Scott, guiding you through insightful conversations with M&A thought leaders and industry experts. Join us as we unravel the complexities, challenges, and success stories that shape the ever-evolving landscape of mergers and acquisitions. Brought to you by Intuitive Edge, the go-to elite legal services provider that's revol ...
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You can lower the weariness, anxiety and depression that overwhelms your relationships. Each week Jan, a marriage and family therapist, talks through real life situations for being your best parent and spouse/partner. Keep your dream of being married forever while parenting your infants, toddlers, school age and teenagers. Jan teaches towards the DNA way of communicating that brings emotional balance alongside speaking, listening and connecting skills. This defends against the pain of divorc ...
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The Just Good Business Podcast

Anuj Jain, Matt Thomson

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A show dedicated to defining, demystifying, and making the work of Social Enterprises more accessible to the Nova Scotian business community. We learn alongside our listeners by interviewing local entrepreneurs who’ve decided to use business for good, and who value prosperity beyond profit. Nova Scotians who want to shape their businesses to benefit communities, culture, and the environment. Who knows? You may be closer to running a Social Enterprise than you think!
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show series
 
Blu Thread Conversations Ep.16 When workplace trust is broken, the stakes are high — for leaders, employees, and your organization’s reputation. In this episode of Blu Thread Conversations, Blu Ivy Group founders and global employer brand experts Leandra Harris and Stacy Parker share what leaders must do when their company faces a reputation crisis…
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In this episode of M&A+ The Art After the Deal, Lisa Scott sits down with Tim Savage, CPA and Tax Partner at Weaver, who leads the firm’s Blockchain & Digital Assets practice. Tim shares how he built a crypto-forward tax practice inside a traditional firm, where digital assets fit in M&A due diligence, and the tax levers that quietly drive value (o…
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Key Highlights from the Episode: 0:00 – Introduction 1:02 – Should I stay or should I go next year? 2:27 – Why Q4 is often the best time to transition 3:59 – How holidays and client schedules factor into timing 5:35 – Deferred comp considerations for advisors 10:23 – Why firms sweeten deals in Q4 to hit quotas 12:48 – The myth of the “perfect” time…
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From professional water polo in Russia to raising capital for over 20 multifamily deals in the U.S., Igor Shaltanov’s story is all about resilience, discipline, and smart investing. In this episode, Igor shares how he went from renting out his mom’s spare apartment in Moscow to building a U.S. real estate business, starting with single-family homes…
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Mid-sized law firms are facing pressure from every direction. Associates are poached with six-figure pay bumps, partners are stretched thin between billing and management, and specialty practices vanish without succession plans. At the same time, clients expect broader reach and deeper benches than many firms can deliver. In this episode, host Chri…
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In this episode, Joel and Antonia examine the often overlooked costs of personal development. They explore why growth isn't always rewarded, what we have to sacrifice as we evolve, and how maturity can sometimes leave us feeling more isolated than empowered. Through stories, Jungian insights, and real-life reflections, they unpack the emotional, so…
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Key Highlights from the Episode: 2:55 – Why advisors avoid executing on tech integrations and what stops them from leveraging the tools available 4:45 – How JEDI offers a cost-effective alternative to hiring full-time tech staff for CRM and custodial support 6:10 – Data hygiene explained: why it matters for compliance, efficiency, and business valu…
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Parenthood doesn’t just change your schedule. It shifts who you believe you are. In this episode, we dive into those quiet, sometimes painful cracks in identity that open once kids arrive: the lost “you”, the unseen tensions in your relationship, the unmet expectations, and the longing to feel whole again. We explore how couples can hold space for …
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Last week, listeners were introduced to David Brown, the newest host of the Maximize Business Value Podcast and Certified Partner with Mastery Partners. In Part Two of this special series, David continues his conversation with Dave Casey, diving deeper into his career journey, leadership philosophy, and passion for helping business owners maximize …
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Key highlights from the episode: 0:00 – Introduction 4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse 6:45 – Real examples of how inflated promises derail transitions and waste time 9:55 – What advisors should demand up front to ensure accurate pro formas and offers 16:30 – Why working with the right consult…
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We all hear “conventional wisdom” in real estate—but sometimes, following it blindly can cost you big. In this solo episode, I share the five controversial real estate takes (or “hills I’m willing to die on”) that I feel strongest about. Some of these might challenge how you started your investing career. But if you’re a new or growing investor, th…
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In this episode, Joel and Antonia explore the idea that the “true self” might not be something we discover, but something we invent. They dive into the psychology of identity, authenticity, and choice, weaving in insights from Jungian theory, cognitive functions, and their own experiences with personal growth. https://personalityhacker.com…
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Download the [free] Reconnection Roadmap [for him] !! Fatherhood is more than showing up at bedtime or paying the bills. Yet too often, dads enter parenthood without the same acknowledged transformation that mothers undergo. This episode of The Parenthood and Relationship Podcast pulls back the curtain on patrescence - the emotional, psychological,…
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In this week’s episode of "The Maximize Business Value Podcast," Dave Casey introduces a new host of the Maximize Business Value Podcast, David Brown. This episode is part one of a two-part series. Be sure to tune in next week to hear the rest of David's introduction. To learn more about David, visit his LinkedIn and check out the masterypartners.c…
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Highlights include: -The real difference between recurring and advisory revenue - and why it matters for your valuation. -Why managing client assets yourself can decrease your business’s value. -Red flags buyers look for, including data disorganization, aging client bases, and weak G2s. -The role of infrastructure, compliance, and staff continuity …
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In this episode, Axel sits down with Jason Yarusi—real estate investor, entrepreneur, and operator of a 3,000+ unit multifamily portfolio. Jason shares his journey from running bars and restaurants in New York City to building a thriving multifamily business in the Southeast. He talks about the lessons learned from his early days in construction, h…
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Jami Wintz McKeon, Chair of Morgan, Lewis & Bockius LLP, joins Chris Batz and Howard Rosenberg to share her journey from associate to leading one of the world’s largest law firms. She reflects on the moments that shaped her path, including overseeing major integrations, heading the litigation practice, and ultimately stepping into the role of chair…
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In this episode, Joel and Antonia unpack a key insight from Rick Rubin: “Just because something is out of your control doesn’t mean it’s opposed to you.” They explore how this mindset shift impacts creativity, relationships, and personal growth, through the lens of personality type, the Enneagram, and Jungian functions. https://personalityhacker.co…
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Get the [free] Reconnection Roadmap [for him] that I referred to!! Have you ever looked over at your partner in bed and thought, we’re right next to each other… but it feels like we’re living on different planets? If so, you’re not alone. This episode is all about what psychologists call emotional drift: that quiet, subtle distance that creeps into…
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In this week’s episode of "The Maximize Business Value Podcast," Dave Casey and Scott Schilling continue their discussion on leading multigenerational communications. This episode is part two of a two part series, for more information be sure to listen to part one of the podcast - released last week! To learn more about Scott, visit his LinkedIn an…
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Other key takeaways include: -Why scalable systems and automation matter for growth and valuation. -How poor processes and outdated tech can undermine succession planning. -The importance of integrating platforms to eliminate inefficiencies. -How AI and automation can support, not replace, advisor expertise. -Why investing in tech today protects yo…
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What makes a multifamily deal truly irresistible? For us, it comes down to five specific attributes that signal, this is one we want to buy. In this solo episode, I break down the five “holy grail” characteristics we look for in deals—and why these features dramatically increase the odds of success. If you’re a value-add investor, you’ll likely be …
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In this episode, Joel and Antonia explore life transitions (cultural, biological, and personal) and how personality type can guide us through change. They discuss vertical vs. horizontal transitions, the fear of uncertainty, and using the eight Jungian functions to build a more aligned life path. https://personalityhacker.com…
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In this deeply moving and highly intentional episode of The Parenthood and Relationship Podcast, we explore what happens when parenthood collides with identity, neurodiversity, and the gentle yet powerful art of designing your life with purpose. I sit down with Dr. Leonaura Rhodes, whose unique journey as a physician, neurofeedback therapist, life …
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In this week’s episode of "The Maximize Business Value Podcast," Dave Casey and Scott Schilling discuss leading multigenerational communications. This episode is part one of a two-part series. Be sure to tune in next week to hear Scott and Dave continue their conversation. Tune in weekly to hear more from Mastery Partners and to receive relevant ke…
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Other key takeaways include: -Why branding and marketing are different, and why you need both. -How high net worth clients are influenced by your website, social media, and content strategy. -The role of lifestyle alignment - sports, philanthropy, and passions - in building stronger connections. -Why consistent, professional content and video are c…
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What does it take to rebuild your life—and your business—after losing it all? In this episode, I sit down with Mike Morawski, a 30-year real estate veteran, entrepreneur, author, and speaker, whose story is one of both caution and inspiration. Mike built a $60M portfolio, lost everything, served a decade in federal prison, and then came back to reb…
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Stephen Zubiago, CEO and Managing Partner of Nixon Peabody LLP, joins hosts Chris Batz and Howard Rosenberg to share what it takes to lead an AmLaw 100 firm through growth, competition, and change. He talks about how Nixon Peabody LLP aligns talent strategy with client needs, develops attorneys at every level, and builds a culture where collaborati…
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In this episode, Joel and Antonia explore the hidden “labor” we do for each other (physical, emotional, cognitive and intuitive) through the lens of Jungian cognitive functions. They share personal stories and examples of how unspoken expectations, lack of recognition, and type differences shape relationships and create unseen burdens. https://pers…
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Show Highlights: -The shift from static databases to intelligent, proactive CRMs. -How AI and automation streamline advisor workflows and client communications. -Real stories on personalization, from birthday emails to portfolio updates. -Why understanding acquisition costs is critical for advisors. -Best practices for securing client data and mini…
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Have you ever felt like the invisible leader in your home? Like you’re the one carrying the emotional weight, asking the big questions, and trying to shape a family culture while your partner seems to coast? You’re not alone. In this week’s episode of The Parenthood and Relationship Podcast, we explore the reality of being the “vision bearer,” the …
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In this week’s episode of "Maximize Business Value," Jim Brewer discusses the value of an entrepreneurial operating system with Dave Casey. This episode is part two of a two part series, for more information be sure to watch episode 244 to hear Jim and Dave begin their conversation on the impact of EOS. To learn more about Jim, visit his LinkedIn a…
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Show Highlights Include: -The defining lines between practitioner, business owner, and enterprise - risk, control, and who pays the rent. -Why choosing a new firm should solve for tomorrow, not just today’s pain point. -Scale comes from systems, automation, and delegation (think “Who Not How”) - not from doing more yourself. -Act “as if” now: build…
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Every investor has a deal that got away. For me, one in particular still stings—not because of market timing or bad luck, but because the failure was entirely within my control. In this solo episode, I share the story of a property I pursued back in 2018–2019 that had all the makings of a “holy grail” deal... and how I whiffed on it. More important…
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In this week’s episode of "Maximize Business Value," Jim Brewer discusses the value of an entrepreneurial operating system with Dave Casey. This episode is part one of a two-part series. For more information, be sure to tune in next week to hear Jim and Dave continue their conversation on the impact of EOS. To learn more about Jim, visit his Linked…
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In this episode, Joel and Antonia explore how unconscious parts of the psyche influence our thoughts, behaviors, and relationships—sharing personal stories, relationship patterns, and the weighty reality of shadow work through the lens of Jungian typology and the 8-function model. https://personalityhacker.com…
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GET THE WORKSHEET HERE In today’s episode, we explore a deceptively simple, but deeply messy, question: Whose values are you parenting from? It’s a gentle, courageous invitation to uncover the scripts we’ve inherited; values absorbed from our families, communities, even the culture at large, and ask: Are these values yours… or just familiar? Join m…
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