In this week’s episode of "Maximize Business Value," Dave Casey meets with Neil Katz to discuss the role of an HR partnership for your company. Neil Katz is the President and CEO of Exceptional HR Solutions. To learn more about Neil, visit his LinkedIn and check out the Exceptional HR Solutions 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 #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneurs #HR #MasteryPartners #ExitStrategy

Learn More about Dave Casey
Dave Casey is a partner at Mastery Partners, working 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 Neil Katz

Neil Katz is the founder and CEO of Exceptional HR Solutions, a leading provider of fractional HR leadership for small and mid-sized businesses across the U.S. With over 25 years of experience at the intersection of people and business strategy, Neil leads a national team of 20+ seasoned HR partners dedicated to helping companies scale, evolve, and thrive. His firm delivers end-to-end HR solutions—from talent acquisition and organizational development to compliance, culture, and leadership alignment.

Under Neil’s leadership, Exceptional HR Solutions has become a go-to resource for growth-focused companies in industries ranging from retail and healthcare to manufacturi

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 continues his discussion with Rick Hopper, Serial entrepreneur, Founder of ReadeREST, Shark Tank Winner, and Executive Director of Biz Owners Ed, a nonprofit serving the entrepreneur community in the DFW area. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!

Check out part one of their discussion: Moving the Needle on Small Business - Part 1!

#maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneurs

Learn More about Dave Casey
Dave Casey is a partner at Mastery Partners, working 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 Rick Hopper

Rick Hopper is an American inventor and entrepreneur, best known as the founder of ReadeREST, a magnetic eyeglass holder. His journey to become a successful inventor gained national attention when he appeared on ABC’s Shark Tank in 2012. During his pitch, Hopper captivated the Sharks with his story and product, earning a deal with investor Lori Greiner.

Before Shark Tank, Rick had worked in various roles, including sales and manufacturing, eventually launching ReadeREST after creating a magnetic solution to keep his reading glasses secure. His innovative yet practical product struck a chord with consumers. ReadeREST quickly scaled from a grassroots invention to a multimillion-dollar brand, selling in major retailers like QVC, Walmart, and The Container Store. Rick Hopper is both the Executive Director of Biz Owners Ed, a nonprofit serving the entrepreneur community in the DFW area, and

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 meets with Rick Hopper, Serial entrepreneur, Founder of ReadeREST, Shark Tank Winner, and Executive Director of Biz Owners Ed, a nonprofit serving the entrepreneur community in the DFW area. 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

Learn More about Dave Casey
Dave Casey is a partner at Mastery Partners, working 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, cyber security 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 with an eye to 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) enabling serious entrepreneurs to dramatically scale and improve their businesses.

Learn More Rick Hopper

Rick Hopper is an American inventor and entrepreneur, best known as the founder of ReadeREST, a magnetic eyeglass holder. His journey to become a successful inventor gained national attention when he appeared on ABC’s Shark Tank in 2012. During his pitch, Hopper captivated the Sharks with his story and product, earning a deal with investor Lori Greiner.

Before Shark Tank, Rick had worked in various roles including sales and manufacturing, eventually launching ReadeREST after creating a magnetic solution to keep his reading glasses secure. His innovative yet practical product struck a chord with consumers, ReadeREST quickly scaled from a grassroots invention to a multimillion-dollar brand, selling in major retailers like QVC, Walmart, and The Container Store. Rick Hopper is both the Executive Director of Biz Owners Ed, a nonprofit serving

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 discusses how to turn obstacles into opportunities during your sale. 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

Learn More about Dave Casey
Dave Casey is a partner at Mastery Partners, working 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, cyber security 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 with an eye to 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) enabling serious entrepreneurs to dramatically scale and improve their businesses.

Learn More about 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 rea

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.

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 continues his discussion about the sales process with Darren Williams. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!

Listen to part one on youtube here.

#maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneurs

Learn More about Dave Casey
Dave Casey is a partner at Mastery Partners, working 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, cyber security 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 with an eye to 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) enabling serious entrepreneurs to dramatically scale and improve their businesses.

Learn More about Darren Williams

With over 30 years of leadership in management, operations, and sales, Darren Williams is a seasoned business advisor specializing in business value growth, leadership development, and operational efficiency. As a Certified Partner with Mastery Partners, he helps business owners optimize their companies, increase profitability, and prepare for successful transitions. Darren’s extensive experience includes 18 years in the construction industry, where he led and scaled roofing companies, most notably as President & CEO of a private equity-backed firm. There, he played a key role in evaluating acquisitions, driving strategic growth, and strengthening business structures for long-term success.

Learn More about 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 rea

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 discusses the sales process with Darren Williams. 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

Learn More about Dave Casey
Dave Casey is a partner at Mastery Partners, working 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, cyber security 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 with an eye to 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) enabling serious entrepreneurs to dramatically scale and improve their businesses.

Learn More about Darren Williams

With over 30 years of leadership in management, operations, and sales, Darren Williams is a seasoned business advisor specializing in business value growth, leadership development, and operational efficiency. As a Certified Partner with Mastery Partners, he helps business owners optimize their companies, increase profitability, and prepare for successful transitions. Darren’s extensive experience includes 18 years in the construction industry, where he led and scaled roofing companies, most notably as President & CEO of a private equity-backed firm. There, he played a key role in evaluating acquisitions, driving strategic growth, and strengthening business structures for long-term success.

Learn More about 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 maximu

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 introduces Jeff Sandene, President of Sandene Strategies LLC. 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

Learn More about Dave Casey
Dave Casey is a partner at Mastery Partners, working 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, cyber security 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 with an eye to 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) enabling serious entrepreneurs to dramatically scale and improve their businesses.

Learn More about Jeff Sandene

Since 1996, Jeff Sandene has built lasting relationships with executives, business owners, and their families by listening attentively to their personal, business, and financial goals. Jeff is known for Implementing strategies objectively, with integrity and with diligence. He strives to help his clients grow and preserve their wealth by creating comprehensive financial plans and professional investment portfolios.

Sandene's core philosophies for planning and investing are heavily influenced by evidence-based investing and behavioral economics. Jeff makes decision based on facts, not emotions or hype, with an intense focus on risk management.

Jeff believes that secure financial future requires discipline, hard work, and a long-term perspective. He has applied those attributes towards completing over 20 marathons, including four Boston Marathons. In addition to achieving the Certified Financial Planner® (CFP®) designation, Jeff also earned an MBA in Finance from The University of Texas at 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," Darren continues his conversation with Christian Landers from where he left off last episode. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value! Part one of this podcast can be found at the following link: https://youtu.be/QcKUQHOB7VM


#maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneurs

Learn more about Darren Williams

With over 30 years of leadership in management, operations, and sales, Darren Williams is a seasoned business advisor specializing in business value growth, leadership development, and operational efficiency. As a Certified Partner with Mastery Partners, he helps business owners optimize their companies, increase profitability, and prepare for successful transitions. Darren’s extensive experience includes 18 years in the construction industry, where he led and scaled roofing companies, most notably as President & CEO of a private equity-backed firm. There, he played a key role in evaluating acquisitions, driving strategic growth, and strengthening business structures for long-term success.

Learn more about Christian Landers

Christian Landers is all about shaking things up and helping leaders crush their goals! His entrepreneurial journey kicked off at 24 when he boldly jumped from a comfy corporate sales gig into the wild world of franchising. After three rollercoaster years, He sold his franchise, narrowly dodging bankruptcy. Instead of retreating to corporate life, he dove headfirst into new challenges, spending the next 15 years in leadership roles at fast-paced entrepreneurial companies.

Fast forward to 2015, when he found himself as COO of a Medical Affairs Company that was struggling. That’s when he discovered the magic of the Entrepreneurial Operating System (EOS) through the book Traction. Implementing EOS was a game-changer, breathing new life into the company and sparking incredible growth. Eight years later, with the help of a Professional EOS Implementer, he achieved amazing results in two more businesses using EOS.

If you’re ready to unlock the magic of EOS and elevate your organization, team up with Christian to make it happen!


Please be sure to subscribe for more great content to help YOU maximize YOUR business value!

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.