Welcome to Best Metrics, where we dive deep into how industry experts evaluate financial statements and the key metrics they use to help their clients improve. Each episode, host Glenn Dunlap sits down with leading professionals to discuss their analytical approaches, the insights they uncover, and practical advice you can apply to your own practice.
Most owners run their company like operators and only put a number on it when someone's ready to buy. Michele Hammann, Chief Strategy Officer at SSC CPAs + Advisors and author of Go Public in Private, joins Glenn to argue that every privately held business has a stock price, and that pairing two or three operational metrics with the financial ones is what actually moves it. They get into valuing a company off its forecast instead of its history, the soft factors that quietly raise or sink the number, and why knowing your worth gives you options whether you ever sell or not.
Learn more about Peerview Data
https://www.peerviewdata.com (https://www.peerviewdata.com/)
Buy Michele's Book!
https://www.gopublicinprivate.com/book/ (https://www.gopublicinprivate.com/book/)
Connect with Michele Hammann
Connect with Glenn Dunlap
https://linkedin.com/in/glenn-dunlap (https://linkedin.com/in/glenn-dunlap-79b5763?original_referer=https%3A%2F%2Fwww.google.com%2F)
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(00:00) - Welcome to Best Metrics
(02:41) - Go Public and Private Idea
(04:57) - Lagging vs Leading Metrics
(07:01) - Operational Metrics Examples
(09:37) - Pick the Right KPIs
(11:53) - Avoiding Metric Overload
(15:22) - Employee Buy In Matters
(18:57) - Forecasting and Refreshing KPIs
(20:27) - Common KPI Mistakes
(22:26) - Setting a Private Stock Price
(26:48) - What Really Drives Value
(29:13) - Valuation Myths and White Knights
(31:30) - Forecasting Boosts Value
(33:22) - Financing Like an Investor
(34:30) - Decision Framework True North
(36:36) - Profit Cash Flow Intangibles
(38:17) - Valuation Risks And Bench
(41:36) - Goals Over Exit Planning
(43:17) - Price Versus Terms Surprises
(47:04) - Quarterly Investor Updates
(48:17) - Build Your Advisory Board
(53:46) - Common Owner Mistakes
(57:24) - Next Right Steps
(59:45) - Wrap Up and Where to Find the Book
11 Nov 2025
Best Metrics for Accounting Firm Growth and Profitability
Glenn sits down with Michael Horwitz, National Managing Partner of BDO Alliance USA, to explore the dramatic shift in accounting firm revenue streams. Over the past decade, consulting services have grown from 17% to 41% of revenue at top firms while traditional audit and tax work has declined. Michael shares insights from his 23 years working with hundreds of firm leaders about what's driving this transformation, from AI's impact on traditional services to the rise of virtual firms and why the most profitable firms are aggressively pursuing non-traditional service lines.
Learn more about Peerview Data
https://www.peerviewdata.com (https://www.peerviewdata.com/)
Connect with Michael Horwitz
Connect with Glenn Dunlap
https://linkedin.com/in/glenn-dunlap (https://linkedin.com/in/glenn-dunlap-79b5763?original_referer=https%3A%2F%2Fwww.google.com%2F)
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(00:00) - Welcome to Best Metrics
(00:35) - Guest Introduction: Michael Horwitz
(02:05) - Michael's Journey and Experience
(03:09) - Current Trends in the Accounting Profession
(04:10) - The Evolving Role of Accountants
(05:26) - Educational Background and Skills for Accountants
(08:19) - Non-Traditional Services in Accounting
(09:41) - Revenue Trends in Accounting Firms
(12:27) - Challenges for Smaller Accounting Firms
(15:09) - Profitability and Growth in Accounting
(18:30) - Private Equity and Ownership Structures
(21:08) - Generational Differences in Accounting
(24:34) - Financial Metrics for CPA Firms
(26:30) - Profitability Drivers in Accounting Firms
(30:33) - AI and the Future of Accounting
(33:21) - The Importance of Storytelling in Data Analytics
(40:07) - Virtual Firms and Remote Work
(44:50) - Challenges and Opportunities in Modern Accounting
(47:26) - Global Perspectives and Conclusion
24 Dec 2024
Best Metrics for E-commerce
Stephen Brown, COO of LedgerGurus, interviews Glenn Dunlap about essential e-commerce financial metrics and strategies for sustained profitability.
19 Nov 2024
Best Metrics for Financial Advisors
Host Glenn Dunlap interviews Nikole Mackenzie, founder of Momentum Accounting, about key financial advisor metrics for driving business outcomes and profitability.
5 Nov 2024
Best Metrics for Real Estate Agents
Financial expert Michael Alliman interviews host Glenn Dunlap, revealing essential real estate agent metrics beyond commission to optimize profitability and cash flow.
22 Oct 2024
Best Metrics for Government Services
Host Glenn Dunlap interviews government accounting expert Catherine Demes Maydew about key metrics for assessing municipal financial health and budgeting challenges.
8 Oct 2024
Best Metrics for Wineries
Host Glenn Dunlap interviews CPA Geni Whitehouse about essential financial metrics for winery success, revealing key insights for navigating industry complexities.
24 Sept 2024
Best Metrics for Landscaping & Lawn Care
Christeen Era, co-founder of Green Profit Academy, interviews with host Glenn Dunlap about key financial metrics for landscaping and lawn care businesses, offering insights for sustainable growth.
10 Sept 2024
Best Metrics for Restaurants
CPA Jabbar Daniels interviews Glenn Dunlap, sharing essential restaurant financial metrics for profitability and sustainability.
6 Aug 2024
Best Metrics for Non-Profits
Glenn Dunlap interviews Catherine Demes Maydew, Director of Government and Nonprofit Consulting, on essential financial metrics and analysis for nonprofit success.
23 Jul 2024
Best Metrics for Healthcare Professionals
Glenn Dunlap interviews healthcare finance expert Michael DeLuca about essential financial metrics and growth strategies for physician and dental practices.
25 Jun 2024
Best Metrics for Technology and SaaS Companies
Patrick Smith and Wade Maleck from CLA interview Glenn Dunlap about essential financial metrics for SaaS and tech companies, revealing key performance indicators and common pitfalls.
11 Jun 2024
Best Metrics for Property Management and Development
In this episode, host Glenn Dunlap is joined by Kenya Brooks, a partner at Saville CPAs and Advisors, to discuss the unique challenges and opportunities in property management and development accounting. They explore key metrics to monitor financial statements, the impact of economic trends on the real estate industry, and strategies for navigating client relationships during both prosperous and challenging times. Kenya also shares valuable insights from her 25 years of accounting expertise and her experience growing Saville's client accounting services practice.
(00:00) - Best Metrics for Property Management and Development
(00:49) - Guest Introduction: Kenya Brooks and Her Career Journey
(01:47) - Saville CPAs and Advisors Overview
(03:30) - Saville's Culture and Values
(04:55) - CAS Practice at Saville
(06:06) - Challenges and Growth in CAS
(11:19) - Real Estate and Property Management Metrics
(15:22) - Budgeting and Financial Planning
(21:33) - Maintenance, Repairs, and Capital Improvements
(25:18) - Rules of Thumb for Repairs and Maintenance
(27:28) - Occupancy Rates and Market Trends
(29:04) - Challenges in Commercial Real Estate
(32:19) - Balance Sheet Insights for Property Management
(35:52) - Receivables, Payables, and Cash Flow
(41:51) - Impact of Interest Rates and Equity
(49:41) - Tax Strategies and Revenue Opportunities
(51:57) - Final Thoughts and Advice for New Advisors
Learn more about Peerview Data (https://www.peerviewdata.com/)
Connect with Kenya Brooks
LinkedIn
(https://www.linkedin.com/in/kenya-brooks-87b8521a7)https://savillecpa.com/team/kenya-brooks (https://savillecpa.com/team/kenya-brooks/)
Connect with Glenn Dunlap
LinkedIn (https://www.linkedin.com/in/glenn-dunlap-79b5763)
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28 May 2024
Best Metrics for Transportation and Logistics
In this episode of Best Metrics, host Glenn Dunlap is joined by industry expert Dan Rutherford to navigate the pathways to success in transportation and logistics. Dan shares his insights on the key metrics and strategies for managing liquidity, margins, and asset utilization in this capital-intensive industry. He emphasizes the importance of staying on top of receivables, labor costs, and repair and maintenance expenses while leveraging technology and processes to improve efficiency in a highly competitive market.
Learn more about Peerview Data (https://www.peerviewdata.com/)
Connect with Dan Rutherford
LinkedIn (https://www.linkedin.com/in/danrutherfordvcfo?original_referer=https%3A%2F%2Fwww.google.com%2F)
Anders (https://anderscpa.com/team-member/dan-l-rutherford/)
Connect with Glenn Dunlap
LinkedIn (https://www.linkedin.com/in/glenn-dunlap-79b5763)
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14 May 2024
Best Metrics for Manufacturing Companies
In this episode of Best Metrics, host Glenn Dunlap is joined by Leslie Boyd, a principal at CLA's manufacturing industry group, to discuss key metrics for manufacturing companies. They dive deep into the importance of EBITDA, employee retention, inventory turnover, value-added revenue, and capacity utilization. Leslie shares real-world examples and strategies to help manufacturers boost profitability and navigate challenges in the current economic environment.
Connect with Leslie Boyd
LinkedIn (https://www.linkedin.com/in/leslie-boyd-cpa-cla-manufacturing6b7171127)
Website (https://www.claconnect.com/en/directory/b/boyd-leslie)
Connect with Glenn Dunlap
LinkedIn (https://www.linkedin.com/in/glenn-dunlap-79b5763)
Peerview Data (https://www.peerviewdata.com/)
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30 Apr 2024
Best Metrics for Professional Services Success
Join host Glenn Dunlap as he sits down with Marcus Dillon, CPA and founder of Dillon Business Advisors. Marcus shares his insights on the key financial metrics professional services firms should be tracking, from cash flow and accounts receivable to revenue per employee and monthly recurring revenue. Learn how to go beyond just the numbers on financial statements to truly understand what's driving a client's performance and profitability. Marcus provides a roadmap for advisors to have meaningful conversations about both positive and negative financial trends with their professional services clients.
Connect with Glenn Dunlap
LinkedIn (https://www.linkedin.com/in/glenn-dunlap-79b5763)
Peerview Data (https://www.peerviewdata.com/)
Connect with Marcus Dillon
LinkedIn (https://www.linkedin.com/in/marcusdilloncpa)
Website (https://www.dillonadvisors.com/)
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17 Apr 2024
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Who has been a guest on Best Metrics
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Nikole Mackenzie
Michael Alliman
Catherine Demes Maydew
Geni Whitehouse
Christeen Era
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