In this episode of Summit Sessions with Bryan Schielke, Bryan sits down with Dave Moody, MBA, CEPA®, CFO and Founder of Meka Deal Flow, to explore the journey from corporate finance to entrepreneurship and exit planning. Dave shares how business owners can increase the value of their companies by 20–40%, common blind spots when preparing for an exit, and the leadership lessons learned across Fortune 100, PE-backed, and small businesses.
From technical financial rigor to the human side of advising owners, Dave emphasizes integrity, empathy, and impact in every business decision. He also discusses his personal mission of giving back through volunteering and charitable initiatives, and how building transferable, scalable businesses is the key to true freedom.
Whether you’re an entrepreneur thinking about your next move, preparing to sell, or optimizing your business for growth, this episode is packed with actionable insights and strategic wisdom.
