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Maximize Business Value Podcast

A podcast for business owners passionate about building long-term, sustainable value in their businesses - and ultimately transitioning on their terms. Mastery Partners Certified Partners host the Maximize Business Value Podcast: Dave Casey, Darren Williams, and Terry Chevalier. Mastery Partners equips business owners to maximize business value so that they can transition on their terms. Check us out at masterypartners.com.

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Maximize Business Value Podcast

The Value of Succession Planning

July 11, 2025 • Tom Bronson • Episode 239

In this week’s episode of "Maximize Business Value," Dave Casey meets with Terry Chevalier to discuss succession planning and leadership. Terry Chevalier is a certified Mastery Partner and the Founder and managing director of Sunstone Associates. To learn more about Terry, visit his LinkedIn and check out the masterypartners.com website.

Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!

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Learn More about Dave Casey
Dave Casey is a partner at Mastery Partners. he works 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 Terry Chevalier

Terry Chevalier, owner and Managing Director of Sunstone Associates, offers over 25 years of executive experience, guiding companies through vast opportunities and challenges. Previously, he played pivotal roles at both mid-market and Fortune 50 firms, including $20B in asset acquisitions. Additionally, Terry boasts a management consulting background with Bain & Company, a decade in the U.S. Intelligence Community, and holds degrees from the Missouri University of Science and Technology and Duke University.

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!