『Books & The Biz』のカバーアート

Books & The Biz

Books & The Biz

著者: Dan Paulson and Richard Veltre
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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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  • The Great Ownership Transfer: Why So Many Businesses Won’t Survive the Next 10 Years
    2026/06/18

    This is becoming one of the biggest business stories that almost nobody is talking about.


    Millions of business owners are approaching retirement, but many have no succession plan and no realistic buyer lined up. Studies suggest millions of businesses could change hands over the next decade, while a large percentage of owners still aren’t prepared for transition.


    What we will discuss:

    Why revenue is not the same as business value

    Why many businesses are “owner-dependent”

    The difference between a job and a sellable company

    Internal succession vs outside buyers

    What owners should be doing 5-10 years before exit


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    38 分
  • 75% of Businesses Overpay! What Your Worker's Comp Could Cost You
    2026/06/12

    Workers' Compensation is often viewed as just another cost of doing business. But what if you're paying more than you should?


    In this episode of Books & The Biz, Dan and Rich sit down with Bobby Giurintano of Premium Recovery Experts to discuss a problem many business owners don't realize exists: workers' compensation audit errors. Bobby shares why these mistakes occur, where overpayments are commonly found, and how businesses can identify opportunities to recover money that may have been lost for years.


    If you're looking for practical ways to reduce costs, improve cash flow, and make sure you're not leaving money on the table, this is a conversation worth hearing.


    Please like, share, and subscribe!

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    25 分
  • Keep It Practical: Why Businesses Overcomplicate What Should Work
    2026/05/28

    In this episode of Books & The Biz, we break down why simple processes, clear accountability, and practical execution outperform bloated systems and unnecessary complexity every time. From overloaded SOPs to too many meetings and titles with no ownership, we discuss why businesses slow down as they grow — and how to fix it before the owner becomes the bottleneck again.


    #BusinessLeadership #Operations #ConstructionBusiness #Manufacturing #LeadershipDevelopment #Entrepreneur #SmallBusiness #EscapeTheOwnersTrap

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    30 分
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