Books & The Biz

By: Dan Paulson and Richard Veltre
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  • Summary

  • Finance and Operations need to work together. Often they don’t. Join Richard Veltre and myself for discussions about business (the BIZ) and finance (the BOOKS). About Rich: He has served in executive leadership positions at finance consulting firms focusing on the development, implementation, and management of the full spectrum of financial systems. Rich started his career at Price Waterhouse and now acts at a fractional CFO for companies in healthcare, finance, logistics, and construction. About Dan: He built his career working key leadership positions for several large corporations such as Menards and Lands’ End. In 2005, Dan decided he no longer wanted to continue on the corporate executive path and launched InVision. He now helps owners and executives improve operational performance and workplace culture in the areas of manufacturing, construction, healthcare, and finance. Books & The Biz is a podcast where we talk about our experiences, what’s happening in the world today, and how it impacts companies.
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Economics
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Episodes
  • Eliminate Personal Guarantees! Build Your Corporate Credit.

    Eliminate Personal Guarantees! Build Your Corporate Credit.
    Nov 22 2024

    Andrew Cervenka, a Senior Consultant at Growth Architects, is dedicated to helping small and mid-sized businesses succeed by providing guidance and tools to maximize their funding opportunities through the development of true Business and Corporate credit.
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    30 mins
  • Getting Out! The Best Way to Exit Your Business

    Getting Out! The Best Way to Exit Your Business
    Nov 14 2024

    Paul Curtiss has had an extensive and varied career, starting out in Real Estate before transitioning into mortgage lending and eventually moving into owner representation and commercial brokering. His diverse background gives him a unique perspective on the process of selling a business.
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    1 hr and 12 mins
  • Mis-Managing the Fractional Workforce. What You Need to Know

    Mis-Managing the Fractional Workforce. What You Need to Know
    Nov 7 2024

    Fractional leadership can be a valuable asset for growing companies looking to bring in experienced professionals without committing to a full-time hire. However, it is important to understand that fractional leaders should not be expected to do all the work themselves. Instead, their expertise should be leveraged to guide and mentor existing team members, ultimately leading to a more collaborative and effective work environment.
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    28 mins

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