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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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A value investing podcast. Antipodes is an active global equities investment manager, with offices in Sydney and London. Hear from the Antipodes team and other external thought leaders as they deliver investment updates and share perspectives on companies, macroeconomic trends and investment opportunities across the globe.
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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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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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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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Future Focused: Sophisticated Estate Planning

Wiggin and Dana LLP's Erin Nicholls and Michael Clear

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Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nic ...
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Welcome to Security Cleared Jobs: Who’s Hiring & How, the podcast for cleared professionals looking for new opportunities and career advice. We go behind the scenes with recruiters and hiring managers from leading cleared employers to uncover the information you need to make a smart career move. They'll share insider job search tips, new contracts and opportunities, company culture insights, what they value in a prospective employee, and more! ClearedJobs.Net is a veteran-founded career site ...
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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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The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show note ...
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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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Money Maze Podcast

Money Maze Podcast

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The world of finance has a huge impact on all of us. This show aims to explore and unravel some of the mysteries surrounding the investing business, via interviews with masters of the real life money maze. Expect tips for mastering capital allocation, making better business decisions, strategies for taking your career to the next level, and revelatory profiles of leading industry figures. Whether you're a current or aspiring investment professional, a regular investor, or a student exploring ...
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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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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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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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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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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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Max Altman is Co‑Founder & Managing Partner at Saga Ventures, a US$125 M early‑stage fund. Before Saga Max was an investor with Apollo Projects, Hydrazine Capital and Altman Capital (where he helped deploy over US$500 M) into breakout names such as Rippling and Reddit. AGENDA: 03:55 – Venture Capital Is FULL of Tourists With Single-Digit IQs 06:20 …
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This conversation covers: -What branding really means for financial advisors -How marketing supports your brand—and why they’re not interchangeable -Where advisors should focus their time to create stronger visibility -Practical ways to communicate your value more effectively -How to think about audience, channels, and message delivery -The philoso…
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AGENDA: 04:47 Cursor Raises $2.3BN at $29BN Valuation 11:36 What Gemini 3 Means for Lovable, Cursor and Replit 30:54 Peter Thiel and Softbank Sell NVIDIA: The Bubble Bursting? 48:54 Oracle Credit Default Swaps: The Risk is Increasing 01:07:22 Stripe Does Tender at All-Time High: Why the Best Companies Will Never IPO 01:19:18 Why Retail WIll Cause a…
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This episode from our Military Monday webinar series features ClearedJobs.Net veteran and host Bob Wheeler and special guest, Cassondra VanVliet, HR Director at ITC Defense. They dive into what it takes to shift into a civilian career, from setting realistic salary expectations to crafting resumes and networking effectively. If you’re feeling stuck…
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In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Corporate Partner Daniela Spanos to dive into planning strategies tailored for founder-owned businesses navigating an exit or a transition to a new form of ownership. They examine the key drivers behind seller decisions, such as liquidity needs and retirem…
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Elliot Moss didn't join a law firm to keep things the same. As Partner and Chief Brand Officer at Mishcon de Reya LLP, he brought a deep understanding of branding into a profession that often dismisses it, and changed how one of the UK's top firms thinks about growth and perception. He shares how clarity, consistency, and emotional intelligence tur…
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Show highlights include: 00:00 – Intro 01:10 – Insights vs. Actionable Insights 05:28 – Understanding Social CRM & Platform Integration 09:31 – Building a Unified, Holistic Client View 12:54 – Social Listening, Keyword Tracking & Prospecting 15:08 – Hyper-Personalized Outreach That Converts 18:31 – Automation, Intake Forms & Scaling Engagement 20:3…
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Dr. Andrew Ng is a globally recognized leader in AI. He is Founder of DeepLearning.AI, Executive Chairman of LandingAI, General Partner at AI Fund, Chairman and Co-Founder of Coursera. As a pioneer in machine learning Andrew has authored or co-authored over 200 research papers in machine learning, robotics and related fields. In 2023, he was named …
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In this week’s episode of "Maximize Business Value," Part two of Dave Casey and Terry Chevalier's discussion is continued! Terry Chevalier is a certified Mastery Partner and the Founder and managing director of Sunstone Associates. To learn more about Terry, visit his LinkedIn and check out the MasteryPartners.com website. Tune in weekly to hear mo…
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Carl Rivera is the Chief Design Officer at Shopify, where he previously led both Merchant Services and the Shop App as VP of Product. Before joining Shopify through its acquisition of Tictail, Carl was the co-founder and CEO of Tictail, the "Tumblr for e-commerce," where he built one of the most beloved design-forward commerce platforms of its era.…
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In this episode of Blu Thread Conversations, hosts Leandra Harris and Stacy Parker, founders of Blu Ivy Group, a global employer brand and culture consultancy, unpack one misunderstood topic in the world of work: the Employee Value Proposition (EVP). Too often, EVPs are reduced to taglines, posters, and recruitment campaigns, but as Stacy and Leand…
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Frank and Brian also dig into: • The pivotal 2005 spin-off from American Express - and what it unlocked for advisors. • Why it’s “all about how much you make, not the payout.” • How Ameriprise’s E-Meeting, Insights, and AI-driven Copilot tools are redefining advisor efficiency. • The power of home-office visits and what advisors should look for in …
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AGENDA: 04:22 Sequoia's Leadership Transition 09:46 Michael Burry's Big Short on Nvidia and Palantir 17:41 Gamma Raises $100M at a $2BN Valuation 32:34 Does Defensibility Exist Today When Copying is Easy 40:31 Should All Funds Be Way More Diversified 47:12 How to Run a Fundraising Process & What Not To Do 57:57 Datadog Surges 20% and Duolingo Crash…
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In September we held our inaugural Money Maze Allocator Summit and over the two days there was fantastic discussion, debate, insights, disagreement and a lot of learning. It proved incredibly popular & much of that was a result of the quality of panels, moderators & topics. Of all the conversations, one that particularly resonated with us was the c…
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Listen now to learn: 00:00 – Intro: 02:35 – What Is Generative AI (Really)? 06:04 – Compliance Concerns & Data Privacy: 14:20 – Can You Trust AI to Run Your Practice? 18:09 – Data Is the New Asset Class: 22:19 – Trust, Credibility & the Human Factor: 27:11 – The Future of Work in Financial Services: 31:05 – Final Thoughts: Trust But Verify: Learn m…
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Ev Randle is a General Partner @ Benchmark, one of the best funds in venture capital. In their latest fund, they have Mercor ($10BN valuation), Sierra ($10BN valuation), Firework ($4BN valuation), Legora ($2Bn valuation) and Langchain ($1.4Bn valuation). To put this in multiples on invested capital, that is a 60x, two 30x and two 20x. Before Benchm…
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In this week’s episode of "Maximize Business Value," Dave Casey meets with Terry Chevalier to discuss strategic planning for your exit. Terry Chevalier is a certified Mastery Partner and the Founder and managing director of Sunstone Associates. To learn more about Terry, visit his LinkedIn and check out the MasteryPartners.com website. Tune in week…
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Chad Peets is one of the greatest sales leaders and recruiters of the last 25 years. From 2018 to 2023, Chad was a Managing Director at Sutter Hill Ventures. Chad has worked with the world's best CEOs and CROs to build world-class go-to-market organizations. Chad is currently a member of the Board of Directors for Lacework and Luminary Cloud and on…
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Chapters: 00:00 – Intro 01:03 – Lessons from 250 Episodes 22:54 – The Mythbuster Mentality 23:26 – Authenticity, Evolution, and Advisor Education 31:29 – Keep It Fresh Learn more about our companies and resources: -Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com -Elite Marketing Concepts | Marketing Se…
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AGENDA: 04:27 Navan's IPO: Winners, Losers and 20% Crater 12:55 Harvey Raises $150M at an $8BN Valuation 35:36 Was Sam Altman Wrong to Snap at Brad Gerstner 41:25 Why GOOG is a Buy and Amazon is a Short 47:43 Meta Down 10%, Buy or Sell? 51:12 If You Have Not Accelerated with AI, You Are Dead 01:05:20 Why Now is the Best Time for Series A and Worst …
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In this special episode, Bob Wheeler and Courtney Schwarten break down how cleared job seekers can use job boards like ClearedJobs.Net to do more than just apply for openings. From understanding how recruiters search the database to optimizing your resume and profile for visibility, you’ll learn how to make the platform work smarter for you. Tune i…
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On this episode, host Erin Nicholls welcomes Victoria Fiengo, Private Client Services Associate, to discuss the complexities of self-dealing in private foundations. The discussion focuses on the importance of understanding the broad definition of disqualified persons to avoid impermissible self-dealing actions that the IRS would consider an abuse o…
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Many firms say they have a Law Firm Strategy, but few actually do. In this episode, Chris Batz breaks down what true strategy looks like inside corporate law firms and why clarity must come before growth. He introduces his framework for effective law firm strategy, the "three P's": positioning, perception, and competition. He explains how each reve…
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In this quick-hit discussion, the two dive into: -Why most leaders are too busy “working in” their business to actually work on it. -How great coaches and therapists ask the questions you don’t want - but need—to hear. -The value of data as exposure - how numbers, like game film, don’t lie. -Why discomfort isn’t something to avoid… it’s where growt…
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Joelle Pineau is the Chief AI Officer at Cohere, where she leads research on advancing large language models and practical AI systems. Before joining Cohere, she was VP of AI Research at Meta, where she founded and led Meta AI's Montreal lab. A professor at McGill University, Joelle is renowned for her pioneering work in reinforcement learning, rob…
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This week marks an exciting transition for "The Maximize Business Value Podcast!" We're thrilled to announce that seasoned business owner Dave Casey is introducing a new host to the Maximize Business Value Podcast - Meet Scott Couchenour! Learn more about Scott on LinkedIn and at masterypartners.com. Tune in weekly to hear more from Mastery Partner…
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🎧 20VC x Tim Ferriss — Full Episode Timeline 00:00 – "How Do You Stay True to Yourself When You Have to Perform for the World?" 06:00 – "Why Tim Ferriss Refused to Go All-In on YouTube" 09:00 – "You Don't Need 10 Million Fans—You Need 1,000 True Believers." 12:00 – "The Internet Is Not a Relevance Machine—It's a Sensationalism Machine." 15:00 – "Mo…
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Across the conversation, the panel digs into: • What IBex (Institute for Business Owner Excellence) and the Masterclass actually teach - and how “learning the language” opens doors with business owners and COIs. • Why being early matters: profiling, asking better questions, and hosting local business-owner events that generate real pipeline. • Mult…
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AI isn’t just a buzzword in deal rooms—it’s changing how due diligence, contracts, privacy, and integration actually work after close. In this episode, Lisa sits down with tech lawyer Rob Taylor to unpack what “AI risk” really means, why lawyers must understand the technology to spot legal exposure, and how companies can move fast and responsibly. …
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AGENDA: 05:17 OpenAI's Restructuring: Winners and Losers 17:17 Andreessen Horowitz's Raise $10BN in New Funds 26:38 Mercor Raises $350M at a $10BN Valuation 43:08 Spray and Pray: Does it Work: Data Breakdown 47:04 The Role of Option Checks Venture Capital 48:36 The Three Ways to Win in VC Today 54:26 Why IRR is a BS Metric and What Matters More 01:…
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On 30th September and 1st October 2025 we held our inaugural Money Maze Allocator Summit (MMAS). We gathered 120+ global investors & allocators - many of whom have been previous guests - for 2 days of fascinating investment discussions. It proved incredibly popular & much of that was a result of the quality of panels, moderators & topics! The moder…
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The US economy remains remarkably strong — but beneath the surface, a two-speed story is emerging. In this episode, Alison Savas is joined by Portfolio Manager Vihari Ross to unpack what’s driving US resilience, from fiscal scaffolding supporting consumption to the AI investment boom reshaping corporate earnings. They also discuss where Antipodes i…
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Key Chapters 0:00 –From concept to execution of Raymond James’ advisor-banker model 3:45 – The IBex program: turning education into action 8:20 – The Masterclass series and year-long learning model 13:00 – Building confidence and credibility with business owners 18:40 – How advisors are rebranding and hosting Business Owner Summits 24:10 – Case stu…
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David Cahn is a Partner at Sequoia Capital and one of the world's leading AI investors. At Sequoia David has led investments in Clay, Juicebox, Sesame, Kela, Stark, etc.. Before Sequoia, David was a General Partner @ Coatue where he led investments in Notion and Hugging Face. AGENDA: 00:00 We Are in an AI Bubble 05:04 Why Building Physical Data Cen…
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Ready for the payoff? Dave Casey and Chris Goade are back to conclude their must-listen, two-part series. This week, learn the tangible, next-level leadership strategies they use to build a powerful culture of accountability and guarantee your organization consistently achieves its revenue targets. Learn more about Chris on LinkedIn and at 360consu…
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Sandy Diao is one of the most exceptional growth leaders of the last decade. Sandy has scaled products to over 200M+ users and led growth teams at Descript, Meta and Pinterest. She is also a prolific writer all on things growth here. AGENDA: 03:59 Biggest Growth Lessons from Pinterest 08:01 What is a Good vs a Bad Growth Hypothesis 11:11 Common Mis…
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AGENDA: 04:50 Benchmark's New Partner: Everett Randall 10:19 Revolut Raises $3BN at a $75BN Valuation: Another Loss for Public Markets? 28:39 Why Today is as Bad as the Hype of COVID in 2021 32:10 Why Vertical SaaS is a Bad VC Investment Today 36:14 Why Everyone Investing in Legal SaaS Will Lose Money 44:16 Why King Making is More Real Than Ever 55…
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Key Chapters 0:00 – Introduction 2:15 – Why financial advisors should focus on business-owner clients 5:10 – The challenges of illiquid wealth and how advisors can solve them 9:00 – How Raymond James connects wealth management and investment banking 12:40 – Building deeper COI relationships with attorneys and accountants 17:25 – Why understanding b…
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Alex Bouaziz is the Co-Founder and CEO @ Deel, the $17BN global payroll juggernaut that just last week announced their latest $300M fundraise led by Ribbit, a16z and Coatue. Deel has been on the most insane journey, they do $1BN+ in ARR, they just had their first $100M revenue month and they have been profitable for over 3 years. AGENDA: 03:38 Anno…
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From casual dates to messy divorces, your personal life can pose significant risks to your security clearance. Anthony Kuhn, Managing Partner at Tully Rinckey PLLC, shares expert insights on navigating these challenges in our special episode on love and security clearances. Find complete show notes at: https://clearedjobs.net/love-and-security-clea…
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On this episode, host Michael Clear is joined by Wiggin and Dana Litigation Partner Joseph Merschman. Joe and Michael explore the concept of “business divorce,” referring to conflicts among co-owners of closely held companies. These disputes often arise from family tensions, unequal contributions, or shifts in the business’s direction. The episode …
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Law firms everywhere are debating private equity. Sir Nigel Knowles has already lived the full arc, from global expansion to IPO to take-private. Joining hosts Chris Batz and Howard Rosenberg, the former global managing partner of DLA Piper and former CEO of DWF unpacks a career built on bold growth and tough calls. He shares how a 90-person practi…
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Key Highlights: 00:00 – Introduction 01:05 – Optimizing tech stacks and increasing valuation 03:17 – Defining client loyalty and retention 04:23 – How CRMs improve onboarding, notes, and communication 06:39 – Using data to strengthen relationships and trust 08:23 – How to future-proof your advisory business 10:12 – Building data hygiene and integra…
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Join Dave Casey on "The Maximize Business Value Podcast" for the first installment of an essential two-part introduction featuring Chris Goade. This week, they lay the groundwork for effective leadership strategies focused on creating a culture of accountability and consistently hitting revenue targets. The conversation continues next week! Tune in…
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Zach Lloyd is the Founder and CEO of Warp, the next-generation developer terminal reinventing how engineers build and collaborate. Warp has raised over $70M from top-tier investors including Sequoia Capital, GV, Dylan Field, and Elad Gil. Before founding Warp, Zach was Principal Engineer at Google, where he led development of Google Docs, and later…
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Frank and Rob dive into: • Rob’s path from UBS and Morgan Stanley to launching NewEdge Wealth. • How NewEdge Wealth and NewEdge Advisors differ and advisor profiles that may fit each platform. • How multi-custody and open architecture models can offer flexibility. • Perspectives of some advisors that have experienced business growth after joining t…
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AGENDA: 03:44 Rory Is So Old He Worked with Arthur Rock!!! 07:28 Goldman Sachs Acquires Industry Ventures for $665M 16:37 Thinking Machines Co-Founder Raises $2BN and Then Leaves for Meta 29:36 SoftBank Goes for $5BN Leverage Against ARM Stock To Buy More OpenAI 39:35 More Data Centres Than Offices: Are We In a Bubble 43:28 Where is the Alpha in Ve…
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Founded in 1971 as the Rothschild Investment Trust, RIT Capital Partners PLC, continues today with a mandate to preserve and grow capital across generations through a multi-asset, global and unconstrained strategy. As one of the UK’s largest investment trusts, with total assets of approximately £4bn (over 20% of which is owned by family members), R…
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