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Books & The Biz

Books & The Biz

By: Dan Paulson and Richard Veltre
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About this listen

 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. Economics
Episodes
  • Unclear Roles and Goals: A Costly Mistake Many Business Owners Make

    Unclear Roles and Goals: A Costly Mistake Many Business Owners Make
    Oct 2 2025

    When it comes time to sell or transition a business, unclear roles and undefined goals can be particularly detrimental. Potential buyers and successors look not only at financials but also at the systems and leadership in place. Without clear structure and measurable goals, the value of the business may suffer.
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    33 mins
  • Free Money! Could Your Loan Fees Be Waived?

    Free Money! Could Your Loan Fees Be Waived?
    Sep 25 2025

    The Small Business Administration's recent notice regarding potential loan fee waivers for small manufacturers is a promising development for the industrial sector. By considering a one-year waiver incentive for loans of $950,000 or less, the Trump administration aims to support the growth and sustainability of small businesses in this industry. This initiative could potentially save business owners thousands of dollars in loan fees, making it easier for them to access the capital needed to expand and thrive.
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    24 mins
  • Unprepared Makes You Undervalued

    Unprepared Makes You Undervalued
    Sep 18 2025

    Success in business is often attributed to offering a superior product or service compared to competitors. However, the same principle applies when it comes to succession planning within a company. In order to maximize the value of your business and ensure a smooth transition, it is crucial to be more attractive than other potential buyers or successors.
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    26 mins
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