Today we have another great episode lined up for you. He and I originally connected on LinkedIn. After a few back and forth messages, I knew that he was going to be a great guest for the show. I’m excited for the audience to hear his story, and discuss what he has going on. We connected for a pre-podcast call a few weeks back, and I know you will get value from this episode. He has a background in M&A, business strategy, and is both a CPA & CFA.
My guest today is Dan Bensema. He is a Managing Partner at Luna Ventures, which is a company that works with business owners to develop and manage strategies. He currently resides with his family in Cedar Rapids.
Dan works with business owners to build valuable companies, creating life-changing wealth for the owner. He chose to work on this unique problem because it is where he can have the greatest impact with his life. Understanding business value, and aligning business strategy with "what" the owner wants from the business, is critically important to personal and business success for the owner. Unfortunately this is also an under-served and misunderstood concept among business owners and advisors.
Dan has 20 years of experience in business strategy and finance, primarily in mergers and acquisitions. Working with a spectrum of businesses from world-class companies to small businesses and new ventures, he serves as a thought-partner with owners to build valuable businesses. Dan’s unique experience includes acquisitions, divestitures, and partnerships ranging in size and complexity from $2 million to $8 billion. In Dan’s experience at Deloitte and Fortune 500 companies, he worked alongside some of the world’s top business talent and has developed best practices for building valuable businesses.
Dan has Accounting, MBA, and Master of Accountancy degrees from the University of Iowa. Dan’s experience is complemented by credentials including CPA, M&A and Exit Planning certifications, and CFP® professional.