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Books & The Biz

Books & The Biz

De : Dan Paulson and Richard Veltre
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Offres de saison | 0,99 € par mois pendant les 3 premiers mois

5,99 €/mois par la suite. Des conditions s’appliquent. Annulation mensuelle possible.

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.

Economie
Épisodes
  • Small People Problems Become Big Business Problems
    Oct 22 2026

    Most employee problems don't start out as major issues. They build over time, often because something small was overlooked, ignored, or never addressed.


    In this episode of Books & The Biz, Dan and Rich welcome back Kelly Murphy to discuss why everyday leadership habits can make the difference between a business that runs smoothly and one constantly dealing with employee issues.


    We'll explore how business owners can prevent unnecessary conflict, reduce frustration, and keep their teams focused on getting the work done.

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    25 min
  • Ready to Retire? Your Business May Not Be Ready to Sell.
    Oct 15 2026

    Thinking about selling your business? What you believe it's worth and what a buyer is willing to pay could be two very different numbers.


    In this episode of Books & The Biz, Dan and Rich discuss why succession planning needs to start years before retirement. They explore how owner dependency, weak systems, financial risks, and the due diligence process can reduce a company's value or delay a sale.


    Learn why preparing your business to operate without you may be the most important investment you make before selling.

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    34 min
  • Employee Benefits Are Getting Expensive. What Are Your Options?
    Oct 8 2026

    Employee benefits are getting more expensive, leaving business owners wondering how to provide meaningful coverage without breaking the budget.


    In this episode of Books & The Biz, Dan and Rich welcome Benjamin Zang of Transition Health Benefits to discuss traditional health insurance, ICHRAs, health sharing, Direct Primary Care, and other benefit options. They explore the costs, tradeoffs, and questions employers should consider when building a benefits package that works for both their employees and their business.


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    38 min
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