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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
  • Selling vs Building - What Should You Do?
    Dec 22 2025

    The Silver Tsunami is a term used to describe the wave of retiring baby boomers who are looking to sell their businesses and retire. This has created a frenzy in the investment world, with Private Equity firms and individual investors vying for these opportunities. However, before you jump on the bandwagon and sell your business, it's important to consider whether this is the best move for you in the long run.

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    28 mins
  • How Fractional Executives Save You Time, Money, and Effort
    Dec 5 2025

    In today's fast-paced business world, it is essential to have the right talent on your team in order to scale and grow successfully. However, hiring a full-time executive can be costly and may not be necessary for all companies.

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    26 mins
  • Top 10 Business Actions Heading Into 2026
    Nov 25 2025

    In this episode, we outline ten key actions that you should focus on before the end of the year. Whether it's improving your health or advancing your career, there are plenty of opportunities to make positive changes

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    33 mins
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