This episode of the Maximize Business Value podcast features host Tom Bronson and guest David Van Buskirk - Financial Advisor for Edward Jones. Rather than focusing on strategic financial tactics for business owners, the two discuss the outcome of prioritizing mental health. Not only are employees more motivated to be productive, but the entire business runs more smoothly. Creating a ‘work optional lifestyle’ helps leaders avoid owner dependency and burnout, both of which devalue any business. Listen now to make sure you’re not on the path to burnout!
Truly understanding what is most important to you is the primary goal of Dave Van Buskirk’s branch team. As an experienced Edward Jones financial advisor, he provides personalized service in all areas of wealth strategies, including planning for retirement, saving for college for children or grandchildren, and estate considerations. Working closely with you, your CPA, attorneys and other professionals, he can help determine the most appropriate financial strategies for you and your loved ones. With the support of the dedicated branch office administrators, Karen Shaw and Kendra Wood, the office is able to provide the highest level of service possible. Together they strive to meet client’s needs and help them achieve the financial goals that are most important to them.
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 was developed during Tom’s career 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. Want to chat more or think Tom can help you? Reach out at tom@masterypartners.com or check out his book, Maximize Business Value, Begin with The Exit in Mind (2020).
Mastery Partners, where our mission is to equip business owners to Maximize Business Value so they can transition their business on their terms. Our mission was born from the lessons we’ve learned from over 100 busine
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!
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