Expert Insights For Your Business Success
Welcome to TBG Talks: Expert Insights for Your Business Success. TBG Talks podcast brings valuable perspectives from our industry thought leaders to help you navigate the ever-changing business landscape. Join us as we dive deep into conversations with experts who share their knowledge and experiences to empower you and your business. Whether you aim to stay updated on industry trends, make the most of the latest technology, or improve your company culture, this podcast is the resource for practical advice and actionable insights. Together, let’s embark on a journey to unveil the secrets of success.
Listen to Our Recent Episodes
Jeff Lewis
Jeff is the Team Leader of the firm’s Corporate Finance team, which includes Investment Banking, Transaction Advisory, and Business Valuation. With almost 30 years of experience, he assists business owners in exiting their businesses and advises clients on all aspects of buy-side and sell-side M&A transactions.
Podcast Overview: In this episode, Jeff Lewis, Partner and Team Leader of The Bonadio Group’s Corporate Finance team, explores the critical steps business owners should take when preparing to sell their business. Jeff shares expert insights on the importance of early planning, avoiding common mistakes, and ensuring financial records and operations support a strong valuation. He also discusses the emotional aspects of selling a business and highlights key trends in the middle-market M&A space. Tune in for actionable advice and industry expertise to guide your business through this significant transition.
Check out Jeff’s book recommendation, “Mergers & Acquisitions: An Insider’s Guide to the Purchase and Sale of Middle Market Business Interests“
Jess LeDonne
As our firm’s Director of Policy and Legislative Affairs, Jess is an expert resource on legislative, political, and policy affairs that may impact our clients’ businesses. Jess monitors the ever-changing legislative landscape to ensure our firm and clients are fully informed via clear, concise, and actionable messaging.
Podcast Overview: In this episode, Jess LeDonne, our Director of Policy and Legislative Affairs, unpacks the challenges and opportunities businesses face during times of post-election economic uncertainty. Jess shares expert insights into key tax policies and potential legislative changes that could impact your business, offering practical steps to help you adapt and plan ahead. Tune in for a breakdown of complex policy shifts combined with actionable advice.
Check out Jess’s book recommendation, “Project Hail Mary”
Tim Ball
As the Service Line Leader of Bonadio Advisory and Consulting, Tim directly oversees a portfolio of 13 business lines. His primary objectives are quality, excellence, and innovation related to the firm’s consulting services.
Podcast Overview: In this episode, Tim Ball, Service Line Leader for Bonadio Advisory and Consulting, dives into the essentials of strategic planning. Tim breaks down the critical elements of a successful corporate strategy, discusses the services Bonadio offers to support businesses in achieving their goals, and unpacks why so many strategic plans fail. From identifying common pitfalls to sharing actionable insights, this episode is packed with valuable advice for leaders looking to drive long-term success. Want to learn more? Tim is hosting an upcoming webinar, From Strategy to Success: Harnessing Scenario and Impact Analysis for Better Decision-Making—don’t miss the opportunity to dive deeper into strategic planning and decision-making tools.
Check out Tim’s podcast recommendation, “Stuff You Should Know.”
Karen (Webber) Skuse
Karen joined Bonadio in 2023 as a Partner in the Advisory & Consulting group. She is responsible for growing the firm’s Fraud and Forensic services and solutions practice.
Podcast Overview: Dive into the unique world of forensic accounting as Karen (Webber) Skuse, Partner within our Advisory and Consulting Service Line, explains how this specialized field significantly differs from traditional accounting. In this episode, Karen highlights scenarios where businesses or individuals may need to hire a forensic accountant, such as fraud investigations or divorce proceedings. She also shares valuable insights on proactive measures organizations can take to reduce fraud risk and protect their financial health. Tune in for expert advice on how forensic accounting can safeguard your business from financial threats.
Check out Karen’s podcast recommendation, “Well-Fed Women.”
Bruce Zicari
Bruce is the Managing Partner and CEO of The Bonadio Group and a member of the firm’s Management Committee and Board of Directors.
Podcast Overview: Explore the future of accounting as AI and data analytics reshape the industry while employee experience and a strong workplace culture remain critical for success. In this episode, our CEO and Managing Partner, Bruce Zicari, shares his insights on how technology, hybrid work, and a focus on people transform the accounting profession and drive growth. Tune in to discover how TBG prioritizes talent, wellness, and diversity in today’s evolving landscape.
Check out Bruce’s book recommendation, “The Art of Happiness.”