Due Diligence Ready: Building Financial Systems That Attract Premium Buyers (#266) Artwork

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, David Brown, Mark King, Amy Morin, 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

Due Diligence Ready: Building Financial Systems That Attract Premium Buyers (#266)

January 16, 2026 • Tom Bronson • Episode 266

In this week’s episode of "Maximize Business Value," Nicole Rose Yen guest stars for a conversation with our host, Amy Morin! Listen in as they discuss the importance of strategic due diligence. You can follow Nicole on LinkedIn or reach her on her website: nicoleroseyen.com

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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GET THE BOOKS: Start with Maximizing Business Value by Tom Bronson

Learn More about Dave Casey
Dave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn’t just profitable—it’s secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he’s committed to helping owners build lasting legacies.

Learn More about Nicole Rose Yen
Nicole Rose Yen is the CEO & Founder of NRY Advising, a bootstrapped firm delivering accounting clarity and strategic insight to scaling businesses. She’s captained NRY to year-over-year growth of 30–50%, offering both fractional advisory services and hybrid FTE roles that blend compliance precision with executive-level strategy. Known for her grit, creativity, and vision, Nicole is building toward a $15M roll-up that integrates finance, HR, and operations into a plug-and-play back office platform for ambitious businesses.

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!