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.com website.

Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!

#maximizebusinessvalue #masterypartners #MBVPodcastHosts #businesssuccess

GET THE BOOKS: Start with Maximizing Business Value by Tom Bronson

Learn More about Dave Casey:
Dave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn’t just profitable—it’s secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he’s committed to helping owners build lasting legacies.

Learn More about David Brown:
David Brown is a seasoned business leader, consultant, and growth strategist with over 30 years of experience leading, scaling, and turning around small to mid-market companies. Having served as CEO, COO, CRO, and CFO across multiple industries — including manufacturing, consulting, IT services, healthcare, oil & gas, and financial services — David brings a rare blend of strategic vision, operational discipline, and sales leadership.

As Founder of Battle Ready Advisors and a Certified Partner with Mastery Partners, David now advises entrepreneurs and small business owners on growth, value creation, and exit readiness — helping them build businesses that are both profitable and purposeful.

Mastery Partners

Elevating Businesses to Achieve The Business Owner’s Dream Exit
The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit.

Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner’s definition of his or her dream exit.
Mastery has developed a 4-Step Process to help business owners achieve their dreams.

STEP 1: Transition Readiness Assessment
STEP 2: Roadmap for Value Acceleration
STEP 3: Relentless Execution
STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey!

CONNECT WITH MASTERY PARTNERS TO LEARN MORE
LinkedIn
Website

© 2025 Mastery Partners, LLC.

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 and check out the website.

Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!

#maximizebusinessvalue #masterypartners #multigenerationalcommunications #businesssuccess #scottschilling

GET THE BOOKS: Start with Maximizing Business Value by Tom Bronson

Learn More about Dave Casey
Dave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn’t just profitable—it’s secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he’s committed to helping owners build lasting legacies.

Learn More about Scott Schilling:
Scott Schilling is a bit of a unicorn—a unique combination of new school innovation, technology, methods, and tools, including AI, mashed up with old school, boots-on-the-ground, face-to-face presentation skills. As the Sales Trainer at Schilling Sales and Marketing, Inc., he helps individuals, organizations, and sales teams learn to sell more with less effort by reframing the sales process as an act of serving. He is passionate about sharing messages of hope and inspiration and is dedicated to utilizing his skills to grow God's Kingdom while delivering the results his clients truly deserve and desire. Connect with Scott today by emailing him at: Scott@ScottSchilling.com, by phone at: 817-239-7732, or learn more at:

Mastery Partners

Elevating Businesses to Achieve The Business Owner’s Dream Exit
The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit.

Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner’s definition of his or her dream exit.
Mastery has developed a 4-Step Process to help business owners achieve their dreams.

STEP 1: Transition Readiness Assessment
STEP 2: Roadmap for Value Acceleration
STEP 3: Relentless Execution
STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey!

CONNECT WITH MASTERY PARTNERS TO LEARN MORE
LinkedIn
Website

© 2025 Mastery Partners, LLC.

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 key content on your journey to maximizing your business value!

#maximizebusinessvalue #masterypartners #multigenerationalcommunications #scottschilling

Learn More about Dave Casey
Dave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn’t just profitable—it’s secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he’s committed to helping owners build lasting legacies.

Learn More about Scott Schilling:
Scott Schilling is a bit of a unicorn—a unique combination of new school innovation, technology, methods, and tools, including AI, mashed up with old school, boots-on-the-ground, face-to-face presentation skills. As the Sales Trainer at Schilling Sales and Marketing, Inc., he helps individuals, organizations, and sales teams learn to sell more with less effort by reframing the sales process as an act of serving. He is passionate about sharing messages of hope and inspiration and is dedicated to utilizing his skills to grow God's Kingdom while delivering the results his clients truly deserve and desire. Connect with Scott today by emailing him at: Scott@ScottSchilling.com, by phone at: 817-239-7732, or learn more at: https://ScottSchilling.com.

Mastery Partners

Elevating Businesses to Achieve The Business Owner’s Dream Exit
The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit.

Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner’s definition of his or her dream exit.
Mastery has developed a 4-Step Process to help business owners achieve their dreams.

STEP 1: Transition Readiness Assessment
STEP 2: Roadmap for Value Acceleration
STEP 3: Relentless Execution
STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey!

CONNECT WITH MASTERY PARTNERS TO LEARN MORE
LinkedIn
Website

© 2025 Mastery Partners, LLC.

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 and check out eosworldwide.com website.

Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!

#maximizebusinessvalue #masterypartners #entrepreneuroperatingsystem #resetyourbusiness #EOS #Vistage #BrewerLeadership

Learn More about Dave Casey
Dave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn’t just profitable—it’s secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he’s committed to helping owners build lasting legacies.

Learn More about Jim Brewer:
Jim Brewer works with leaders who are ready to get unstuck—and build what’s next. After starting he started his own company at 21, he went on to lead teams alongside entrepreneurs like Mark Cuban—in his first company, and Chuck Hallberg at MemberHealth—the 2006 Inc. #1 fastest-growing company in the U.S. Jim learned something simple but powerful: the leader alone isn’t enough. You need a great team and a clear framework. You can’t white-knuckle your way to clarity or scale.

At BrewerLeadership, Jim help leadership teams run on EOS®—a practical, proven system to gain traction. As a Vistage Chair, he works with growth-minded CEOs who want to sharpen their thinking, challenge blind spots, and make better decisions. The synergy with the Mastery Group creates real value—for our mutual clients and the entrepreneurs we serve.

Mastery Partners

Elevating Businesses to Achieve The Business Owner’s Dream Exit
The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit.

Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner’s definition of his or her dream exit.
Mastery has developed a 4-Step Process to help business owners achieve their dreams.

STEP 1: Transition Readiness Assessment
STEP 2: Roadmap for Value Acceleration
STEP 3: Relentless Execution
STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey!

CONNECT WITH MASTERY PARTNERS TO LEARN MORE
LinkedIn
Website

© 2025 Mastery Partners, LLC.

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 LinkedIn and check out the eosworldwide.com website.

Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!

#maximizebusinessvalue #masterypartners #entrepreneuroperatingsystem #resetyourbusiness #EOS #Vistage #BrewerLeadership

Learn More about Dave Casey

Dave Casey is a partner at Mastery Partners. He works with owners to maximize the value locked up in their businesses. Using his background and experience, he utilizes the four-part process Mastery has perfected to analyze, assess, map out, and execute plans to ensure the business owner realizes the very top valuation for their enterprise. Casey is an engaged business leader with an eye for business transformation, particularly in the verticals of technology, cybersecurity, and IT managed services. Dave previously founded and grew an IT managed services company, brought it through a successful exit, and today helps companies develop long-range plans for sound security and operational processes.

Dave serves on the board of Business Navigators, a business servant leadership non-profit in the DFW area. He is also a founder and board member of Biz Owners Ed, a 501 (c)(3) organization enabling serious entrepreneurs to dramatically scale and improve their businesses.

Learn More about Jim Brewer
Jim Brewer works with leaders who are ready to get unstuck—and build what’s next. After starting he started his own company at 21, he went on to lead teams alongside entrepreneurs like Mark Cuban—in his first company, and Chuck Hallberg at MemberHealth—the 2006 Inc. #1 fastest-growing company in the U.S. Jim learned something simple but powerful: the leader alone isn’t enough. You need a great team and a clear framework. You can’t white-knuckle your way to clarity or scale.

At BrewerLeadership, Jim helps leadership teams run on EOS®—a practical, proven system to gain traction. As a Vistage Chair, he works with growth-minded CEOs who

Mastery Partners

Elevating Businesses to Achieve The Business Owner’s Dream Exit
The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit.

Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner’s definition of his or her dream exit.
Mastery has developed a 4-Step Process to help business owners achieve their dreams.

STEP 1: Transition Readiness Assessment
STEP 2: Roadmap for Value Acceleration
STEP 3: Relentless Execution
STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey!

CONNECT WITH MASTERY PARTNERS TO LEARN MORE
LinkedIn
Website

© 2025 Mastery Partners, LLC.

In this week’s episode of "Maximize Business Value," Tom Bronson discusses the E Word that business owners often avoid. To learn more about Tom, visit his LinkedIn and check out the MasteryPartners.com website. Tom's books in the maximize business value series are available on Amazon.

Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!

#maximizebusinessvalue #masterypartners #sellingyourbusiness #maximizingthesaleofyourbusiness #ExitStrategy #MBVPodcast

Learn More about Tom Bronson:
Tom Bronson is the founder and President of Mastery Partners, a company that helps business owners maximize business value, design an exit strategy, and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value that have been developed during Tom’s career of over 100 business transactions as either a business buyer or seller. As a business owner himself, he has been in your situation a hundred times, and he knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it.

Mastery Partners

Elevating Businesses to Achieve The Business Owner’s Dream Exit
The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit.

Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner’s definition of his or her dream exit.
Mastery has developed a 4-Step Process to help business owners achieve their dreams.

STEP 1: Transition Readiness Assessment
STEP 2: Roadmap for Value Acceleration
STEP 3: Relentless Execution
STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey!

CONNECT WITH MASTERY PARTNERS TO LEARN MORE
LinkedIn
Website

© 2025 Mastery Partners, LLC.

In this week’s episode of "Maximize Business Value," Jeremy Furtick, Co-Founder of NorthStar Mergers & Acquisitions, meets with Dave Casey to discuss the sale of your business. To learn more about Jeremy, visit his LinkedIn and check out the NorthStar-Mergers.com website.

Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!

#maximizebusinessvalue #masterypartners #sellingyourbusiness #maximizingthesaleofyourbusiness #NorthStarMergers #ExitStrategy #MBVPodcast

Learn More about Dave Casey:
Dave Casey is a partner at Mastery Partners. He works with owners to maximize the value locked up in their businesses. Using his background and experience, he utilizes the four-part process Mastery has perfected to analyze, assess, map out, and execute plans to ensure the business owner realizes the very top valuation for their enterprise. Casey is an engaged business leader with an eye for business transformation, particularly in the verticals of technology, cybersecurity, and IT managed services. Dave previously founded and grew an IT managed services company, brought it through a successful exit, and today helps companies develop long-range plans for sound security and operational processes.

Dave serves on the board of Business Navigators, a business servant leadership non-profit in the DFW area. He is also a founder and board member of Biz Owners Ed, a 501 (c)(3) organization enabling serious entrepreneurs to dramatically scale and improve their businesses.

Learn More about Jeremy Furtick:
Jeremy Furtick has spent the past 18 years honing his expertise in business transactions, becoming one of the most trusted advisors in the Dallas-Fort Worth Metroplex. His blend of education, creativity, experience, and meticulous personality has been instrumental in his success. As a founding partner of NorthStar Mergers & Acquisitions, Jeremy is leveraging his skills to establish the premier M&A organization in Texas. With a B.S. in journalism, a marketing minor from Texas A&M University, and an MBA from The University of Texas at Dallas, Jeremy brings a diverse skill set to his role. He resides in Collin County with his wife and two da

Mastery Partners

Elevating Businesses to Achieve The Business Owner’s Dream Exit
The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit.

Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner’s definition of his or her dream exit.
Mastery has developed a 4-Step Process to help business owners achieve their dreams.

STEP 1: Transition Readiness Assessment
STEP 2: Roadmap for Value Acceleration
STEP 3: Relentless Execution
STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey!

CONNECT WITH MASTERY PARTNERS TO LEARN MORE
LinkedIn
Website

© 2025 Mastery Partners, LLC.

In this week’s episode of "Maximize Business Value," Dave Casey concludes his conversation with Tom Bronson on the impact of Owner Dependency. This episode is part two of a two-part series. To catch up on last week's release, check out the link here. To learn more about Tom, visit his LinkedIn and check out the MasteryPartners.com website.

Tom's books in the maximize business value series are available on Amazon. Check them out online!

Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!

#maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneurs #ownerdependecy #dealkiller #MasteryPartners #ExitStrategy

Learn More about Dave Casey
Dave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn’t just profitable—it’s secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he’s committed to helping owners build lasting legacies.

Learn More about Tom Bronson:
Tom Bronson is the founder and President of Mastery Partners, a company that helps business owners maximize business value, design exit strategy, and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value, that has been developed during Tom’s career of 100 business transactions as either a business buyer or seller. As a business owner himself, he has been in your situation a hundred times, and he knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it.

Mastery Partners

Elevating Businesses to Achieve The Business Owner’s Dream Exit
The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit.

Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner’s definition of his or her dream exit.
Mastery has developed a 4-Step Process to help business owners achieve their dreams.

STEP 1: Transition Readiness Assessment
STEP 2: Roadmap for Value Acceleration
STEP 3: Relentless Execution
STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey!

CONNECT WITH MASTERY PARTNERS TO LEARN MORE
LinkedIn
Website

© 2025 Mastery Partners, LLC.