Dave Casey

Pioneer
DISC Type : ids

Partner at Mastery Partners

Dallas-Fort Worth Metroplex, United States

Overview

Dave Casey is a Partner at Mastery Partners with over 25 years of C-level experience helping business owners maximize their companys value. He founded and successfully exited an IT services firm and holds a B. S. from the University at Buffalo. Colleagues describe him as professional, value-based, and customer-focused.

Dave is deeply committed to the entrepreneurial community, co-founding the non-profit Biz Owners Ed and serving on the board of Business Navigators to mentor fellow business leaders. He was also an eight-year member of Vistage, a prominent CEO peer advisory organization, reflecting his dedication to collaborative growth.

He co-hosts the "Maximize Business Value" podcast, sharing insights on building long-term, sustainable value.

Personality Overview

Driven But Considerate

Dynamic But Sincere

Decisive But Friendly

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed  If they are convinced, they can become very strong champions for your product They have the unique ability to win both love and respect from their team (or outsiders)

Topics They Care About

Business Value Maximization
His work at Mastery Partners and on his podcast focuses on helping owners grow, scale, and prepare their companies to become transferable, investment-grade assets.
Entrepreneurial Mentorship
He co-founded and serves on the board of Biz Owners Ed, a non-profit that educates and advises business owners on accelerating their company's growth.
Business Exit Strategy
Having successfully exited his own IT company, he now guides other owners through the complexities of succession planning and selling their businesses on their own terms.

Media Appearances

Meeting the Mastery Partners: Dave Casey (Episode #226). Featured in YouTube

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How Dave Casey Helps Business Owners Transform and Exit on Top. Featured in Mastery Partners Blog

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Work History

1-2023
Partner at Mastery Partners
1-2017
CEO at Calvus Consulting, LLC
6-2015
Board Member at Biz Owners Ed
1-2013 - 12-2016
Vice President, Texas Market Manager at Peak UpTime
6-2008 - 7-2016
Group Member at Vistage International

Education

B.S. from University at Buffalo
Economics; Political Science from SUNY Oneonta

More Information

Social Presence :

Prographics :

Exp : 40 Location : Dallas-Fort Worth Metroplex, United States Job Level : Leadership Designation : Partner at Mastery Partners
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Insights For Selling To Dave

During A Call Or A Meeting

DO's

  • Ask them for a lunch or coffee once some rapport has been established
  • During followups, use calls or text if needed, they should be fine
  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it

DONT's

  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be very informal during the early interactions even if they are being so themselves
  • Don't lean very heavily into providing too much information, sharing whitepapers etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dave is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Dave

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Dave move?

  • They are generally fast movers and can take quick decisions
  • Can Dave take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Dave

Personality Compatibility


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