"For success in life and business always go the extra mile" - Jeffrey Feldberg
Jeffrey Feldberg is the co-founder of Deep Wealth. The M&A journey for Jeffrey began when he said "no" to a 7-figure and "yes" to mastering the art and science of a liquidity event. Two years later, Jeffrey said "yes" to a 9-figure offer. During the process, Jeffrey increased his company value 10X.
How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event?
Jeffrey created a 9-step roadmap on how to prepare for a liquidity event.
The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.
SHOW NOTES
- EBITDA Adjustment 1: Why EBITDA Adjustments For Lifestyle Expenses Will Increase The Value Of Your Business
- Season tickets, charitable donations, travel, properties, and excess machinery are typical examples
- The dangers of EBITDA adjustments that are too aggressive in the areas of marketing and R&D
- EBITDA Adjustment 2: Not Accounting For Intercompany Accounting Is Asking For Trouble
- A horror story you want to avoid at all costs
- How step 8 of the 9-step roadmap helps you with EBITDA adjustments
- How this EBITDA adjustment mistake can cost you the deal
- EBITDA Adjustment 3: EBITDA Adjustments That Have You Crush It And Win Includes Your Salary And Bonus
- Many business owners have a large salary and bonus
- How you can increase EBITDA and enterprise value
- The importance of having a management team to run the business so you can work on the business
- EBITDA Adjustment 4: Do The Smart Thing And Ensure Your Rent Falls Within Market Norms
- Many business owners own the building the business operates out of
- Tax strategies that you have you charge a higher rent to decrease profits of the business
- The importance of creating a lease with your business that is at fair market rent
- Why you want to keep your building and not sell it during the liquidity event
- EBITDA Adjustment 5: Increase Your Enterprise Value With EBITDA Adjustments For Repairs, Maintenance, and Inventory
- The importance to normalize repairs, maintenance, and inventory
- Why you must not be too aggressive with inventory levels
- How keeping inventory levels at industry standard levels increases EBITDA
This podcast is brought to you by Deep Wealth.
When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself.
Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value 10X.
Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.
Click here to book your free exploratory call.
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
Jeffrey Feldberg on Lin