In this episode of Behind The Numbers With Dave Bookbinder, Dave is joined by advisor and author Kris Kluver for a conversation on why leadership - not structures, not strategies, not spreadsheets - is the real driver of long-term value creation and generational wealth preservation.
They dig into the coming great wealth transfer and the uncomfortable reality that roughly 70% of family fortunes fail to survive the second generation. Kris explains how breakdowns in communication, culture, and leadership - not...
In this episode of Behind The Numbers With Dave Bookbinder, Dave is joined by advisor and author Kris Kluver for a conversation on why leadership - not structures, not strategies, not spreadsheets - is the real driver of long-term value creation and generational wealth preservation.
They dig into the coming great wealth transfer and the uncomfortable reality that roughly 70% of family fortunes fail to survive the second generation. Kris explains how breakdowns in communication, culture, and leadership - not financial planning - are usually to blame.
Dave and Kris explore how families and organizations can prepare next-generation leaders, set audacious goals (BHAGs and 100x thinking), and build accountability systems that actually work. The discussion also touches on disruptive leadership, EOS-style scorecards, and why protecting and developing human capital is even more critical in an AI-driven world.
Key takeaways include the importance of clear narratives of success, simplified metrics that drive accountability, intentional leadership development, and the willingness to embrace discomfort in pursuit of meaningful growth. The message is clear: leadership is not a soft skill - it’s the most valuable asset an organization has.
About Our Guest:
Kris Kluver is a highly experienced operator, investor, and advisor who has worked with over 100 CEOs and helped organizations achieve billions in valuation. He has over three decades of experience across diverse industries, from publicly traded companies to high growth startups. Kluver has studied entrepreneurial strategy at Harvard Business School, is a certified exit advisor, a fellow at York University in the UK, and author of two bestselling books.
About the Host:
Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.
Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.
He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.”
Dave’s book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions.
He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.
🔸 Grab Dave’s Books: The New ROI: Return on Individuals | The NEW ROI: Going Behind The Numbers | A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know
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