The Deep Wealth Podcast - Extracting Your Business And Personal Deep Wealth: Recent Episodes
Deep Wealth
Are you one of the 90% of business owners whose wealth is locked-up in your business? Your financial freedom hinges on your exit or liquidity event. But up to 90% of liquidity events fail. In "successful" liquidity events, 50% to over 100% of the deal value remains with buyers. For your liquidity event, please don't gamble with your future. I said "no" to a 7-figure offer and "yes" to mastering the art and science of a liquidity event. Two years later, I said "yes" to a different buyer with a 9-figure offer. What made the difference? The creation of the Deep Wealth 9-step roadmap system. Today I pay it forward by helping business owners achieve their financial freedom. Capture the best deal through the 90-day Deep Wealth Experience instead of any deal. Along the way, you learn little-known strategies that help optimize your life for happiness. Here's to you and your success!
“Reject the myth just in time preparation for your liquidity event by preparing today. In the process you can unlock a rich and thriving legacy and financial freedom.” -Jeffrey Feldberg
In this episode of the Deep Wealth Podcast, 9-figure post-exit entrepreneur Jeffrey Feldberg reveals the dangers of procrastinating preparation for a liquidity event. Entrepreneurs often falsely believe they have ample time and choose to prioritize immediate business concerns over long-term exit strategies. This mindset is debunked as a myth that can significantly diminish enterprise value, pose legal and tax risks, and ultimately impact personal health and relationships adversely. Through a detailed examination, listeners are guided on the importance of early and strategic preparation to avoid 'exit wounds,' leveraging insights from the host's personal experience and the Deep Wealth Mastery Program.
01:17 The Embanet Journey: From Seven to Nine Figures
02:17 Deep Wealth Mastery: Transforming Businesses and Lives
09:09 Deal Fatigue: The Silent Deal Killer
14:51 Maintaining Control: Steering Your Liquidity Event
26:07 The Deep Wealth Methodology: A Strategic Advantage
31:13 The Emotional and Financial Toll of Poor Preparation
36:41 Tax Optimization: An Overlooked Aspect of Liquidity Events
40:00 Legal and Compliance Risks: The Silent Threats
45:24 A Call to Action: The Importance of Immediate Preparation
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Learn More About Deep Wealth Mastery
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Stay the course.” -Alejandra Santos
In this episode of the Deep Wealth Podcast, host Jeffrey welcomes Alejandra Santos, founder and CEO of Startup Tandem. Santos shares her inspiring journey from arriving in Miami at 17 from Honduras to earning her executive master's degree and becoming a successful entrepreneur. She discusses the importance of mindset, de-risking your business, the significance of cash flow, and building a business that can either be passed on or successfully exited. Furthermore, the episode covers the impact of culture on a business's value, the importance of having a good work ethic, and the difference between financial management for tax purposes versus investor appeal.
04:42 Entrepreneurial Lessons from Alejandra's Childhood
08:02 Alejandra's Business Philosophy: Creating Value and Mindset Shifts
14:00 Alejandra's Strategies for Business Growth and Value Creation
19:31 The Critical Difference Between CFOs and Bookkeepers
21:00 Common Financial Mistakes in Businesses
24:32 Transforming Toxic Work Environments
25:58 Comprehensive Business Consulting Approach
27:41 De-risking Strategies for Businesses
31:13 The Power of Fun and Creativity in Business
35:19 Final Thoughts and Advice for Entrepreneurs
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Startup Tandem
Alejandra Santos M. | LinkedIn
Learn More About Deep Wealth Mastery
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Schedule what’s important.” -Mark Anthony
This podcast episode features Mark Anthony, an accomplished international speaker and business advisor, who shares his entrepreneurial journey and strategies for success. He also introduces the Deep Wealth Mastery Program, highlighting how it helps entrepreneurs prepare for liquidity events and optimize post-exit life. The episode covers Mark's book 'Join the Seven Figure Club', which outlines seven pillars for business success, including mindset, accountability, sales, marketing, customer service, negotiation, and getting your life back.
02:59 Mark's Entrepreneurial Journey: Building Success from Scratch
13:33 Accountability and Sales: Driving Business Success
20:51 Marketing Strategies That Work: Beyond Social Media
24:07 Scaling Your Business: Insights and Strategies
27:44 Unlocking the Secret Sauce of Customer Service
30:23 Mastering Negotiation: Techniques for Success
34:37 Achieving Work-Life Balance Through Effective Processes
38:00 Prioritizing for Impact: A Strategy for Success
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Mark Anthony High Performance | Instagram
Mark Anthony | LinkedIn
Book: Join the 7 Figure Club: Build Your Business, Double Profits & Get Your Life Back
Learn More About Deep Wealth Mastery
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Use it or lose it.” -Alexander Ladd
Transforming Finance and Leveraging AI for Business Success with Alexander Ladd
In this episode, Alexander Ladd, CEO of Mindstream Analytics, discusses his journey from starting his company during the economic downturn in 2008 to becoming a leader in financial software systems and analytics. Ladd emphasizes the importance of maintaining a strong company culture for success and the pitfalls of reliance on manual systems like Excel for financial management. The episode also covers the advantages of leveraging technology, specifically AI and machine learning, to automate and improve financial processes, thereby freeing up valuable time for strategic decision-making. Additionally, the episode touches on the Deep Wealth Mastery Program and its impact on business owners' success in maximizing their financial outcomes.
00:00 Meet Alexander Ladd: A Tech Innovator's Journey
00:32 Deep Wealth Mastery: Transforming Careers and Lives
06:40 The Power of Culture in Business Success
09:50 Mindstream's Mission: Revolutionizing Finance
17:08 The Rule of 40: A Key Metric for Business Growth
23:06 Rethinking Business Analysis and Strategy
23:24 The Power of Deep Dive Analysis in Business
23:53 Tailoring Solutions for Businesses of All Sizes
26:20 Leveraging AI and Machine Learning in Finance
29:33 Predictions and Future Trends in AI for Finance
34:29 Practical Advice for Businesses Today
38:54 Personal Insights and the Importance of Multilingualism
42:25 Wrapping Up: The Impact of Technology on Business
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
MindStream Analytics
Alexander Ladd - MindStream Analytics | LinkedIn
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“It’s not that serious.” -Elle O'Flaherty
Unlocking Potential: The Power of ADHD in Business and Personal Growth
This episode features Elle O'Flaherty, a former litigator turned productivity and performance optimization speaker who specializes in executive coaching for professionals with ADHD. Elle shares her journey from practicing law to founding Interlaced Solutions, highlighting her personal experience with ADHD and how it has shaped her coaching methods. The discussion includes insights on the misconceptions around ADHD, the unique strengths it brings to business and creativity, and practical advice for both individuals and companies on harnessing these abilities for success.
04:27 The Journey from Litigation to Coaching: Elle's Personal Story
09:52 Understanding ADHD in the Professional World
17:32 Creating an ADHD-Friendly Workplace: Strategies and Benefits
26:16 The Impact of ADHD on Creativity and Business Success
29:59 The Comprehensive Approach to ADHD Coaching
33:58 Changing the Narrative: The True Potential of ADHD
44:03 A Heartfelt Conclusion: Embracing New Beginnings
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
www.interlacesolutions.com
Elle O'Flaherty (@elleoflaherty) • Instagram
Elle O'Flaherty, JD, PCC, ACCG, CCSP, CPRW - Interlace Solutions | LinkedIn
Learn More About Deep Wealth Mastery
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Be open, be adventurous, and enjoy the journey.” -Greg Martin
Journey to Success: Insights from Greg Martin and the Power of M&A
This podcast episode features Greg Martin, a founding team member at Origin Merchant Partners specializing in mergers and acquisitions, and an expert in the hospitality industry. Greg shares his career journey, from starting a multi-faceted hospitality business to venturing back into investment banking, and how he came to host the Lifetime at Work Podcast to delve into people's career journeys.
03:08 Greg's Journey: Investment Banking, Entrepreneurship, and Podcasting
09:31 Preparing for a Liquidity Event: Strategies and Advice
19:35 The Role of AI in M&A and the Future of Deal-Making
24:02 Finding the Right Fit: Origin's Approach to M&A
32:32 Advice for Leaders: Enhancing Team Dynamics
35:58 Personal Insights and Final Thoughts
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Lifetime at Work: Career Advice Podcast
Podcast: Lifetime at Work: Career Advice Podcast Greg Martin
Greg Martin | Instagram
Greg Martin | Facebook
Greg Martin - Origin Merchant Partners | LinkedIn
Learn More About Deep Wealth Mastery
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Put everything you can in real estate.” -Beau Button
In this episode of the Deep Wealth Podcast, serial entrepreneur Beau Button shares his journey from a curious child fascinated by electronics to the founder of Atlas Realty, Inc., transitioning from government consulting to mobile gaming and virtual real estate. The podcast also highlights testimonials from the Deep Wealth Mastery Program, emphasizing its value to business owners. Beau discusses his early interest in software development, his career trajectory, and the evolution of his company, Cerberus Interactive, into Atlas Realty, focusing on location-based gaming and the development of Atlas Earth.
02:31 The Genesis of Beau Button's Curiosity and Entrepreneurial Spirit
04:06 From Software Development to the Gaming Industry: Beau's Pivot
06:07 Exploring the Metaverse with Atlas Earth
15:25 Consumer Engagement and the Future of Virtual Transactions
18:12 The Business Model Behind Atlas Earth and Virtual Real Estate
27:52 The Potential and Future of the Metaverse for Businesses
36:16 Beau's Personal Insights and Advice for Aspiring Entrepreneurs
40:05 Beau's Time-travel Advice to His Younger Self
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Atlas Reality
Atlas Earth (@AtlasEarthApp) / X
Beau Button - Atlas Reality, Inc. | LinkedIn
Learn More About Deep Wealth Mastery
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Enjoy every second.” -Christopher Panagiotu
This episode features Chris Panagiotu, a certified financial planner, author, podcast host, and founder of Capitalize Your Finances, LLC. Chris shares his journey from investing at a young age to becoming a leading financial advisor, emphasizing the importance of true financial planning over mere investing.
00:00 Meet Chris Panagiotu: A Financial Planning Prodigy
00:42 The Rise of Capitalize Your Finances, LLC
14:42 Chris's Approach to Financial Planning and Wealth Building
27:55 Diving Deep into Asset Allocation Strategies
34:44 Mastering Debt Management: Strategies for Business Owners and Individuals
49:47 Reflections and Advice: The Journey of Financial Independence
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Capitalize Your Finances
CAPitalize Your Finances Podcast
Chris Panagiotu / X
@capincapitalize | Instagram
CAPitalize Your Finances - YouTube
Christopher Panagiotu | LinkedIn
CAPitalize Your Finances With Jeffrey Feldberg
Learn More About Deep Wealth Mastery
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“If you want to change your life change the questions you’re asking.” -Adam Carroll
In this episode of the Deep Wealth Podcast, Adam Carroll, a finance literacy expert and founder of The Shred Method, discusses strategies for achieving financial freedom and managing personal finances efficiently. Carroll shares insights from his own journey from debt-ridden graduate to financially free and outlines how his Shred Method helps individuals and families break free from debt and build wealth. The episode also touches on the impact of social media on spending habits, the difference between calculated risk and risky financial decisions, and the importance of mastering money management and public speaking skills.
03:25 Adam Carroll's Personal Financial Transformation
12:16 Introducing the Shred Method: A Game Changer for Financial Freedom
21:30 The Power of Technology and Mindset in Financial Management
28:09 Childhood Programming and Its Impact on Adult Spending
29:43 Creating Generational Wealth: Small Changes, Big Impact
31:56 The Shred Method: A Behavior Modification Tool for Financial Health
36:58 The Magic Penny: A Lesson in Compound Interest
41:17 Achieving Financial Clarity and Peace of Mind with Shred
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
The Shred Method
Adam Caroll Books in Amazon
Learn More About Deep Wealth Mastery
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Start investing in real estate as early as possible.” -Sally Gimon
This episode of the Deep Wealth Podcast features Sally Gimon, an insurance agent turned real estate investor and spendthrift trust expert. Sally shares her financial journey, detailing a critical turning point that led her to real estate investing and eventually to mastering wealth management and tax planning through spendthrift trusts.
02:11 A Focus on Tax Optimization
03:19 The Turning Point: Real Estate Success and Tax Challenges
07:47 The Mechanics of the Spendthrift Trust: Legal, Tax, and Business Benefits
18:10 Potential Downsides and the Importance of Maintenance
25:56 Deep Wealth Podcast Wrap-Up: The Power of Knowledge and Action
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Save Federal Taxes With A Spendthrift Trust
Podcast: Stop Paying Capital Gains, NOW!
sally gimon (@GimonSally) / X
Sally Gimon (@sallygimon) • Instagram
Sally Gimon | Facebook
Sally Gimon - YouTube
Sally Gimon | LinkedIn
Spendthrift Trust Save Money (@spendthrifttrust) | TikTok
Learn More About Deep Wealth Mastery
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Ca
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Trust Your Heart.” -Gabriel DeRita
Unleashing Authentic Leadership: A Conversation with Gabe DeRita
This episode of the Deep Wealth Podcast features Gabe DeRita, a personal growth enthusiast and professional coach known as the 'goal whisperer'. Gabe shares his transformative journey from leaving a successful tech sales career to traveling the world by bicycle, which led him to discover his passion for coaching. Gabe's unique approach draws from various wisdom sources and practices, underpinned by his diverse career background in management, sales, and consulting across multiple industries.
00:00 Meet Gabe DeRita: The Goal Whisperer
09:29 Unlocking Leadership Potential: Common Challenges and Unique Solutions
17:37 The Art of Authentic Leadership and Cultural Transformation
28:18 The Role of a Leader in Fostering a Safe and Trusting Culture
34:58 Cultivating Authentic Leadership and Personal Growth
43:44 The Essence of Authentic Leadership and Its Impact
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Gabe DeRita Coaching
Gabe DeRita (@funngabe) • Instagram photos and videos
Gabe DeRita | Facebook
Gabriel DeRita, PCC - Facilitation Coach & Consultant - UFacilitate | LinkedIn
Learn More About Deep Wealth Mastery
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Remember that you’re always in the marketing business.” -Curtis May
In this episode of the Deep Wealth Podcast, host Jeffrey Feldberg welcomes Curtis May, the creator and owner of Practical Wealth Advisors and host of the Practical Wealth Show Podcast. With over 35 years of experience in individual planning, Curtis shares his journey from recognizing his true calling in the financial world to adopting and refining strategies for wealth creation that have stood the test of time globally. Before diving into Curtis's insights, the episode introduces Deep Wealth and the Deep Wealth Mastery Program, highlighting testimonials from graduates who have found extraordinary value and success following the program.
02:39 Curtis May's Journey: From Personal Development to Financial Expertise
06:02 Raising Entrepreneurial Kids: Curtis May's Parenting Philosophy
14:25 Mastering Cash Flow: Curtis May's Financial Strategies
23:50 Identifying and Plugging Financial Leaks
28:21 Transforming Personal Finance with Practical Wisdom
31:29 Success Stories: Real-Life Financial Transformations
37:14 Investing in Yourself: The Ultimate Wealth Strategy
42:50 The Power of Marketing in Business Success
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Practical Wealth Solutions website
Curtis May - Practical Wealth Solutions LLC in assocation with Alpha Omega Wealth | LinkedIn
Learn More About Deep Wealth Mastery
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Focus on things money can’t buy.” -Staci Wallace
This episode of the Deep Wealth Podcast features entrepreneur and business mentor Staci Wallace, who shares her journey from personal hardship to developing a successful business and coaching program, Fueled by Fire Mastery Program, alongside her husband Larry. The podcast discusses the challenges and failures many business owners face during liquidity events and the importance of preparation and mindset in achieving success. Staci delves into her transformative life experiences, including overcoming trauma, establishing a successful career in business psychology and growth hacking, and the role faith played in her and her clients' lives. She also introduces her S.W.E.E.T.
03:31 Staci's Journey: From Music to Business
08:33 The Role of Faith in Staci's Success
12:30 The Sweet Spot Audit: A Tool for Personal and Business Growth
25:32 The Importance of Mental Strength and Personal Investment in Leadership
35:35 The Power of Purpose and Serving a Higher Purpose
41:04 The Importance of Focusing on Things Money Can't Buy
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Staci Wallace
Podcast
Staci Wallace | X
Staci Wallace (@staciwallace) • Instagram photos and videos
Staci Wallace
Learn More About Deep Wealth Mastery
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“True success includes fulfillment in all areas of your life.” -Jeffrey Feldberg
Mastering Work-Life Blending for Entrepreneurial Success
In this Deep Wealth Podcast episode, the focus is dismantling the myth of work-life balance, advocating instead for work-life blending. Post-exit entrepreneur and host of The Deep Wealth Podcast, Jeffrey Feldberg, reveals the concept that work and personal life should not be separate, but intricately blended to enhance both personal fulfillment and business success. Integrating personal anecdotes with research and strategies, the discussion covers practical ways to embrace work-life blending, challenges to overcome, including workaholism and isolation, and the pivotal role of strategic thinking in achieving a harmonious blend. The episode concludes with encouragement to subscribe to the podcast for more insights on thriving in business and life.
00:00 Welcome to the Deep Wealth Podcast: Unveiling the Myth of Work-Life Balance
02:16 Deep Wealth Mastery: Transformative Insights and Testimonials
09:33 From Theory to Practice: Applying Work-Life Blending Strategies
15:32 Deep Wealth Mastery's Approach to Work-Life Integration
22:08 Mastering Work-Life Blending: Strategies and Insights
25:28 Strategic Launch Plans for Work-Life Integration
33:05 Addressing Challenges and Pitfalls in Work-Life Blending
37:12 Concluding Thoughts on Achieving a Rich, Balanced Life
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Learn More About Deep Wealth Mastery
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Find your superpower in life to take it to the world and make a difference.” -Morley Robbins
In this episode of the Deep Wealth Podcast, Jeffrey Feldberg interviews Morley Robbins, a health disruptor and expert in mineral imbalances, known as the Magnesium Man. Robbins shares his journey from a career in hospital administration to a focus on natural healing through understanding the vital role of minerals like magnesium, copper, and iron in our health. He introduces the Root Cause Protocol, aimed at overcoming fatigue and chronic diseases by correcting mineral imbalances.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Mobile number: 8479228061
Email: morleyrobbins@gmail.com
Root Cause Protocol
Mag Full Monty Panel with Uric Acid | Magnesium Advocacy Group | Request A Test
The Root Cause Protocol (@therootcauseprotocol) • Instagram
The Root Cause Protocol | Facebook
The Root Cause Protocol | Youtube
Morley M. Robbins | LinkedIn
Recuperate IQ - FIQ
RCP Phase 1 Kit | Products for the Root Cause Protocol™
Ther Root Cause Protocol | TikTok
Book: Cu-RE Your Fatigue: The Root Cause and How To Fix It On Your Own
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“You’re going to be OK, you have a positive future.” - Belinda Clemmensen
This episode of the Deep Wealth Podcast, hosted by Jeffrey Feldberg, features Richard Friesen who explores the deep connections between mindset and wealth creation. Richard shares his personal journey from working on the trading floors to developing a software company sold to Hewlett Packard, and how overcoming internal limitations was key to his success. The discussion delves into the impact of early experiences on wealth mindset, the importance of understanding the value one brings to the world, and practical strategies for dismantling financial self-sabotage. Employing techniques like role-playing and guided visualizations, Richard demonstrates how redefining one's relationship with money can lead to both financial freedom and personal fulfillment.
01:35 Richard Friesen's Journey to Financial Success
02:07 The Power of Mindset in Achieving Success
02:40 Richard's Personal Story of Overcoming Limiting Beliefs
06:04 The Impact of Internal Limitations on Wealth Accumulation
06:48 The Role of Social Programming in Shaping Our Beliefs About Worthiness
07:36 The Concept of Financial Freedom
08:05 The Common Themes in Achieving Financial Success
09:15 The Impact of Past Experiences on Present Success
11:05 The Process of Overcoming Limiting Beliefs
12:14 The Power of Physiology in Revealing Our True Beliefs
17:09 The Importance of Delivering Value in Achieving Wealth
24:07 The Power of the Internet in Business
24:42 The Essence of Entrepreneurship: Solving Painful Problems
25:21 The Success Story of Apple
26:35 The Impact of AI and Technology on Business
26:58 Understanding Your Success Thermostat
29:05 The Role of Language and Beliefs in Success
33:13 The Importance of Environment in Achieving Success
33:32 The Power of Visualization in Success
35:19 The Role of Mindset in Financial Success
41:12 The Impact of Past Experiences on Future Success
43:50 The Importance of Gratitude and Appreciation in Success
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Conversations with Money
Conversations with Money | Podcast
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Believe in yourself and believe in your own perception of the world because that is you.” - Belinda Clemmensen
In this Deep Wealth podcast episode, host Jeffrey Feldberg talks to Belinda Clemmensen, an author and founder of the Women's Leadership Intensive. They discuss the importance of inclusive business cultures and the advancement of women in leadership roles. Feldberg highlights the potential risks of failing to embrace diversity in business and the impact on retaining talent. Clemmensen shares insights on understanding merits, challenging assumptions, and the need for leaders to reflect and grow. They discuss women's representation in business, especially in leadership positions, and how this can significantly improve business performance.
02:44 Belinda's Story: From Leadership Development to Women Empowerment
05:13 The Impact of Gender and Inclusion in the Workplace
07:36 Creating an Inclusive Culture in Business
10:39 The Role of Gender Equality at Home
15:52 The Business Case for Diversity and Inclusion
20:05 Addressing the Challenges of the DEI Movement
25:15 Addressing the Argument of Meritocracy
27:00 Challenging the Status Quo
28:04 The Importance of Diverse Perspectives
29:05 The Role of Leadership in Fostering Diversity
29:54 The Art of Courageous Conversations
30:48 The Power of Numbers in Challenging Perspectives
31:30 Strategies for Bringing in Diverse Perspectives
34:17 The Impact of Culture on Retention
39:49 The Role of Leadership in Shaping Culture
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
The Women's Leadership Intensive
Womens Leadership Intensive | Instagram
The Women's Leadership Intensive | Facebook
Belinda Clemmensen - The Women's Leadership Intensive | LinkedIn
Book: Women, Leadership, and Saving the World: Why Everything Gets Better When Women Lead
FREE Deep Wealth eBook on W
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Enjoy the journey as you’re exactly where you need to be.” - Carl Lundberg
Understanding the Art and Science of a Successful Liquidity Event: A Conversation with Carl Lundberg
In this episode, Jeffrey Feldberg hosts Carl Lundberg, a partner at Gerald Edelman LLP, to discuss the importance of planning for a liquidity event. Carl highlights the common mistakes business owners make such as not preparing adequately or leaving too much value on the table. They further emphasize on the role of advisors in the M&A process, the importance of management information and robust financial metrics in raising a business's attractiveness to potential buyers. Additionally, Carl shares his insights on the emerging trend of entrepreneurship through acquisition. He also mentions how his firm, Gerald Edelman LLP, assists business owners in preparing for their big payday and maximizing their profitability.
00:20 The Importance of Preparation for a Liquidity Event
01:35 Meet Carl Lundberg: A Seasoned Professional in Corporate Finance
02:27 The Role of an Accountant in Business Success
03:03 Carl's Journey to Becoming a Partner at Gerald Edelman LLP
08:05 The Importance of Management Information in Business
08:46 The Role of Forensic Accounting in Business
14:40 The Impact of COVID-19 on M&A Activity
17:24 The Importance of Proper Business Structuring and Tax Planning
30:52 The Rise of Entrepreneurship Through Acquisition
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Gerald Edelman
Carl Lundberg | LinkedIn
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Your health is your wealth.” - Matt Archer
In this episode of the Deep Wealth Podcast, host Jeffrey Feldberg talks to Dr. Matt Archer, chiropractor and author of 'The Protocol for Health: Seven Unexpected Solutions'. They discuss the connection between optimal health and financial wealth, focusing on the impact of lifestyle choices and dietary habits on overall well-being. Dr. Archer emphasizes the importance of a balanced, nutrient-rich diet along with simple physical activities such as walking. He also highlights the role of managing stomach acid and gut health in nutrient absorption. The conversation also touches on the healthcare industry and common misconceptions about health, like the belief that ill health is a natural process of aging. Dr. Archer encourages listeners to prioritize their health to unlock deep wealth.
02:44 Dr. Matt's Journey into Chiropractic and Applied Kinesiology
04:30 The Skeptical Approach to Muscle Testing and Health
05:53 The Protocol for Health: Seven Unexpected Solutions
11:56 The Importance of Health in Business Success
13:05 The Misconceptions of Modern Medicine
18:18 The Protocol for Health: Walking and Zinc Deficiency
19:05 The Impact of Weak Stomach Acid and Intestinal Infection
23:39 The Importance of Blood Sugar Stability
25:11 Understanding the Role of Adrenals and Cortisol
27:07 The Complexity of the Human Body and Health
28:10 The Process of Working with a Health Coach
29:44 The Journey to Optimal Performance and Health
31:58 The Importance of Time Investment in Your Health
37:05 The Power of Simple Health Changes
40:40 The Importance of Health as Your First Wealth
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
The Protocol for Health, by Matt Archer, D.C., Self-help book
Matt Archer, D.C. | Facebook
Matt Archer, D.C. - YouTube
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strat
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Find what motivates you in life and be passionate about it.” - Ricky Howard
Jeffrey Feldberg talks with retired Lieutenant Colonel Ricky Howard about the potential of government contracting for business growth. Howard, a leading authority on U.S. federal government contracts and CEO of DOD Contract, shares insights from his successful career in military acquisitions and private consulting, educating listeners on the potential benefits and challenges of pursuing government contracts. They discuss how proper preparation can increase the likelihood of winning bids, the advantages of special business certifications, and the impact of government contracts on business valuation. Feldberg also highlights the importance of persistence, passion, and strategic problem-solving in achieving government contracting success.
02:11 The Power of Government Contracting for Business Growth
02:42 Richard Howard's Journey to Government Contracting
03:34 The Potential of Government Contracting for Small Businesses
04:49 Richard Howard's Services and Offerings
08:45 The Scope and Range of Government Contracts
13:08 The Process of Winning Government Contracts
16:32 The Importance of Early Engagement in Government Contracting
21:42 Winning Contracts Without Competing: The Legal Way
22:17 The Power of Public Information in Government Contracting
25:11 The Impact of Government Contracts on Business Valuation
27:48 The Security of Government Contracts: A Financial Perspective
30:15 Overcoming Challenges in Bidding for Government Contracts
35:12 The Role of Certifications and Set Asides in Government Contracting
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
DOD Contract website
DoD Contract Academy on Apple Podcasts
Richard C. Howard, USAF (Ret) - DoD Contract Academy | Veteran Consultant Accelerator
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“It’s going to be OK.” - Joshua Lisec
In this episode of the Deep Wealth Podcast, host Jeffrey Feldberg engages in an insightful conversation with Joshua Lisec, known as the world's best ghostwriter. Joshua, an expert in converting personal and business deep wealth into readable material, explains how business owners, founders, and CEOs can benefit from ghostwriting for their personal and business brands. Using his method, which combines art and science, business owners can successfully navigate their liquidity events, often increasing their deal value significantly. Joshua also discusses how his dual certification as a ghostwriter and hypnotist enhances his work. Towards the end of the episode, he outlines the process his clients go through, from deciding to write a book to successfully publishing it, all taking only around 2.5 hours a week of their time.
01:35 Meet Joshua Lisec: The World's Best Ghostwriter
07:38 The Impact of a Hypnotic Book
25:39 The Behind-the-Scenes Work of Publishing
39:16 The Power of Revisiting Your Past
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Lisec Ghostwriting
Youtube | Joshua Lisec
Joshua Lisec, Ghostwriter (@JoshuaLisec) / X
Joshua Lisec (@joshualisec) • Instagram photos and videos
Joshua Lisec - #1 International Bestselling Ghostwriter & TEDx Speaker
Joshua Lisec (@joshualisec) | TikTok
Book: So Good They Call You a Fake: Command Attention, Monetize Your Talent Stack, and Become the Uncontested Authority in Your Niche
Joshua Lisec - Wikipedia
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Get past your ego as quickly as possible.” - Tyler Horsley
In this Deep Wealth Podcast episode, host Jeffrey Feldberg talks with Tyler Horsley, Founder and CEO of Nuclear Networking. Tyler shares his journey from working as a US Federal Officer to founding a successful business growth agency. He also emphasizes the importance of a structured plan for business exits or liquidity events, pointing out that most business owners often leave substantial value on the table due to a lack of preparation. Furthermore, Tyler discusses the crucial role of artificial intelligence (AI) in reshaping business operations and marketing strategies. He advocates for business owners to proactively adopt these technologies and seek mentorship to effectively navigate the rapidly changing business landscape.
01:35 Introducing Tyler Horsley and His Journey in Business
02:13 Tyler's Insights on Business Growth and Philanthropy
03:08 The Interview Begins: Tyler's Story
03:22 Tyler's Lessons from His Business Journey
05:15 The Importance of Hiring and Treating People Right in Business
06:31 Tyler's Perspective on Success and His Business Journey
09:32 Common Mistakes Entrepreneurs Make
14:58 The Impact of AI on Business and Marketing
21:57 Tyler's Approach to Helping Businesses Navigate Uncertain Futures
26:01 The Importance of Education in Business
26:28 The Process of Funnel Creation and Offer Generation
27:10 The Impact of Revenue Growth on Business
38:52 The Impact of Ego on Business Success
39:47 The Importance of Checking Ego at the Door
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Tyler James (@tylerjameshorsley) • Instagram photos and videos
Tyler Horsley - Broadway Plastic Surgery Colorado | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Change your inner thoughts to change your outer world.” - Dr. Sam Adeyemi
Jeffrey Feldberg speaks with world thought leader and author Dr. Sam Adeyemi who has over three million CEO and high performing followers through social media. Jeffrey and Dr. Sam discuss various aspects of leadership, how to extract deep wealth from your business and personal life, and their experiences as entrepreneurs. Feldberg focuses on the importance of exit strategy and asserts that, for most business owners, their exit or liquidity event is the most vital financial decision they will make. Dr. Adeyemi talks about his professional background, discussing his journey from an engineer to a renowned leadership expert, author, and founder of the Daystar Christian Center in Lagos, Nigeria. The episode emphasizes the need for leaders to be adaptable, strategic, and able to communicate their vision effectively through storytelling.
02:45 The Power of Leadership: Sam's Story
08:08 The Impact of Leadership Education
16:06 The Importance of Vision in Leadership
23:21 Connecting with the Next Generation
25:41 Understanding the New Generation: A Call to Leaders
32:58 The Power of Delegation in Leadership
40:04 The Power of Attitude: A Personal Reflection
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Dr Sam Adeyemi
Fit To Lead
Sam Adeyemi (@sam_adeyemi) / X
Sam Adeyemi (@thesamadeyemi) • Instagram photos and videos
Sam Adeyemi
Sam Adeyemi - YouTube
Dr. Sam Adeyemi - CEOWORLD magazine | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Take the path less traveled and accept whatever is going to happen.” - Roy Osing
Jeffrey Feldberg interviews Roy Osing, an experienced business leader, mentor, and author, who shares his journey of transforming a small startup into a billion-dollar business. He attributes his success primarily to his approach of 'being different' and how this concept runs in his veins. His new mantra of 'be different or be dead' encourages businesses to develop a USP that sets them apart, using differentiation as a tool for success. In a detailed discussion, Osing explains the importance of strategic planning, fostering an innovative mindset, and resisting the pull to conform or follow trends mindlessly. He also highlights the importance of careful utilization of emerging technologies such as AI to truly benefit the business. He stresses the importance of 'strategic micromanagement' and being accountable for the implementation of strategies, even if they need to be changed later on. The episode concludes with an interesting look at the role of leaders in shaping a company’s direction and success.
01:08 The Importance of Being Different
02:15 The Impact of Social Media on Individuality
03:59 The Power of Being Unique
19:44 The Power of Reframing Your Business
29:56 The Process of Creating Unique Business Solutions
33:32 The Role of Leaders in Strategy Execution
33:45 The Concept of Line of Sight and Leadership Function
34:56 The Importance of Deleting Irrelevant Tactics
38:44 The Power of Asking the Right Questions
48:08 Life Lessons and Wisdom
29:49 The Importance of Preparation and Awareness
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Roy Osing
Roy Osing / Twitter / X
Roy Osing (@unheardofways) • Instagram photos and videos
Roy Osing / Facebook
Roy Osing / LinkedIn
BOOK: BE DiFFERENT or be dead: The Audacious ‘Unheard-of Ways’ I Took a Startup to A BILLION IN SALES
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Deal fatigue is like a thief in the night robbing you of financial freedom and success.” - Jeffrey Feldberg
In this episode of the Deep Wealth Podcast, 9-figure exit entrepreneur Jeffrey Feldberg reveals how to conquer deal fatigue and unlock deep wealth. Deal fatigue is when either you're mentally or physically exhausted and you just want to complete the deal to move on. This solo episode discusses five strategies to avoid getting into deal fatigue. These include preparation – knowing your deal points, being aware of the stories, aka the lies, that you tell yourself when you're in deal fatigue, understanding the tactics that the other side may employ, ensuring you meet your projections to avoid self-sabotage, and surrounding yourself with the dream team.
00:54 Understanding Deal Fatigue
01:35 How Deal Fatigue Occurs
04:22 Strategies to Conquer Deal Fatigue
04:28 The Importance of Preparation
05:13 Identifying Deal Points and No Fly Zones
08:53 Recognizing Self-Talk Lies
13:34 Understanding Buyer Tactics
19:40 Preventing Self-Sabotage
20:23 Understanding the Buyer's Trap
21:15 The Art of Projections
22:38 The Dream Team: Internal and External
24:02 The Role of Advisors in Preventing Deal Fatigue
25:17 The Power of a Strong Team
26:15 Recap of Strategies to Avoid Deal Fatigue
29:49 The Importance of Preparation and Awareness
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
"You only lose when you quit." -Arthur Pourmoradi
In this episode of the Deep Wealth Podcast, host Jeffrey Feldberg talks with Arthur Pourmoradi, founder of Hillview Partners. They discuss the art and science of maximizing business value and how to avoid common pitfalls leading up to a liquidity event. Arthur also shares his insights on creating a compelling narrative for your company, the importance of positioning within the market, and the effectiveness of being laser-focused in your business approach. The conversation concludes with thoughts on raising capital, running a self-reliant business, and the need for grit and tenacity in entrepreneurship.
02:48 The Role of an Investment Banker
03:07 Arthur's Journey and Perspective on Business
05:06 The Importance of Representation in Business Sales
06:05 The Value of a Business and its Special Qualities
08:10 The Role of the Business Owner in Different Phases
10:17 The Impact of a Business Running Without the Owner
13:21 The Importance of a Clear Narrative in Business Sales
17:05 Arthur's Approach to Selling a Business
24:21 Understanding Private Equity: The Real Picture
24:49 The Broad Spectrum of Private Equity
25:48 The Importance of Knowing Your Private Equity Partner
28:01 Thought Experiment: Advice for Startups
28:32 The Dangers of Diversification in Business
31:39 The Art of Raising Capital for Companies
36:08 The Importance of Self-Reliance in Business
39:29 Advice to Young Entrepreneurs: Start Early
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Hill View Partners
Arthur Petropoulos - Hill View Partners | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Your future success depends on you going from creation to curation.” - Michael Guimarin
Michael Gimarin, an angel investor and tech entrepreneur specialized in AI discusses his passion for the intersection of technology and cognition, Michael emphasizes the importance of curation over creation in today's information age. He shares valuable insights about the future of AI, the value of participatory information, and how this shift impacts businesses. Additionally, Michael talks about his entrepreneurial journey, emphasizing the need for work-life harmony instead of balance. The conversation also touches on his views on leadership, the paradigm shift happening in education, and his outlook on the power of AI in future developments.
02:11 Michael's Journey: From Curiosity to Problem Solving
02:46 The Intersection of Technology and People
03:41 The Power of Questions and the Pursuit of Knowledge
05:34 Michael's Defining Moment and Life Philosophy
07:41 Michael's Venture into AI and Angel Investing
19:04 The Shift in Education: From Traditional to Homeschooling
23:35 The Role of AI in Education and the Importance of Curation
32:23 Michael's Leadership Philosophy and Approach
35:13 The Thrill and Challenges of Startups
38:06 Overcoming Failure and Learning from Losses
46:48 The Shift from Creation to Curation
50:21 The Future of AI and Its Impact
55:05 Reflections and Life Lessons
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
https://www.theinfodiet.com
Michael Guimarin (@MichaelGuimarin) / X
Youtube | The Infodiet Podcast
Michael Guimarin - The Boyd Institute | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Stop worrying. Tomorrow is always a better day and trust the process.” - Earle G. Hall
In this episode of the Deep Wealth Podcast, host Jeffrey Feldberg takes a deep dive with Earl G. Hall, a renowned entrepreneur and innovator, on a wide array of topics. Earl shares his journey from a humble fishing village in Newfoundland, Canada to becoming a pioneer in the fields of technology and neuroscience. The conversation revolves significantly around Artificial Intelligence (AI), the potential it presents, and the ethical considerations that come with it. Earl emphasizes the need for proper governance and ethical guidelines to ensure that AI is used for the benefit of humanity. He also discusses the importance of resilience and ingenuity in entrepreneurship, drawing from his own experiences in both the military and the business world.
05:05 The Challenges and Triumphs of Entrepreneurship
07:30 Earl's Military Experience and its Influence on His Entrepreneurial Journey
11:58 The Role of Artificial Intelligence in Modern Business
14:32 The Future of AI and Its Potential Impact on Society
22:46 The Evolution of AI: From Generative to Cognitive Learning
25:31 Understanding Cognitive Learning and AI
25:43 The Impact of AI on Decision Making
26:46 The Role of Dominance and Herd Theory in Decision Making
27:37 The Criticisms of the Intelligence Movement
27:59 The Influence of Big Corporations on AI Development
29:15 The Potential Dangers of AI
31:04 The Power of AI in the Hands of Individuals
32:57 The Future of AI and Corporate Governance
34:31 The Balance Between Good and Evil in AI Development
35:19 The Importance of Ethical AI
38:47 The Role of AI in Shaping the Future
42:33 The Importance of Community and Mentorship in Success
45:30 The Power of Living in the Present
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Earle G. Hall - AXES.ai | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Be kind to yourself as you’re more valuable than you think.” - Valentin Radu
Valentin Radu, a CVO Evangelist and the founder of OmniConvert shares his insights on the importance of customer lifetime value and customer value optimization in growth and profitability. Discussing the shortcomings in most businesses' data-based decision-making processes, Radu underscores the necessity of thoughtful customer research and segmentation. He also delves into properly structured acquisition and retention strategies, and the deployment of effective referral programs to convert one-time buyers into lifetime customers.
02:12 The Value of Existing Customers
02:38 Interview with Valentin Radu
02:49 Valentin Radu's Entrepreneurial Journey
03:26 The Importance of Customer Value Optimization
03:57 The Power of Data-Driven Decisions
05:26 Understanding Your Customers' Needs
06:24 The Importance of Customer Research
08:30 The Power of Customer Segmentation
22:54 The Importance of Referral Programs
26:33 Turning One-Time Buyers into Lifetime Customers
26:52 The Value of the Customer Value Optimization Methodology
33:53 The Importance of Being Kind to Yourself
36:30 Conclusion and Final Thoughts
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Omniconvert
Omniconvert / X
Omniconvert | Bucharest | Facebook
Omniconvert - YouTube
Valentin Radu - Omniconvert | LinkedIn
Book: The CLV Revolution: Transform Your Ecommerce with Customer Value Optimization
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Know who you are.” - Neil Livingstone
Host Jeffrey Feldberg interviews Neil Livingstone, a career CFO, and business owner, about tools and methods to successfully grow a business and maximize profits. Livingstone emphasizes the importance of having a clear vision and disciplined action to increase business value. He speaks about his journey, starting at PricewaterhouseCoopers, moving to run his own business, CFO Advisory, and the importance of working with authentic, trustworthy teams with whom the business owner resonates. The discussion also touches on how remaining authentic builds confidence and trust with buyers, and the importance of using key performance indicators (KPIs) and having professional financial control. Livingstone also stresses preparation for liquidity events to avoid reducing enterprise value and working with specialized M&A advisors instead of regular accountants.
02:29 Neil's Journey to Becoming a CFO
07:49 The Role of Discipline and Vision in Business Success
08:17 The Importance of a Clear Business Vision
10:11 Understanding the Buyer's Perspective in a Liquidity Event
13:20 The Role of a CFO in Business Coaching
18:15 The Importance of KPIs in Business Growth
21:23 The Impact of AI and Pandemic on Business
21:56 The Importance of Self-Development and Market Research
22:06 Leveraging Expertise for Business Success
23:02 The Role of Specialists in Business Growth
23:27 Preparing for a Successful Liquidity Event
25:05 The Importance of a Strong Advisory Team
32:47 The Value of Clarity and Discipline in Achieving Goals
36:48 The Deep Wealth Experience Testimonials
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
neil.livingstone@cfoadvisory.com.au
CFO Advisory
CFO Advisory - YouTube
Neil Livingstone, B Bus, CA - Business Owner - CFO Advisory Pty Ltd | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business An
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“You are right on track.” - Joey Drolshagen
In this episode of the Deep Wealth Podcast, host Jeffrey Feldberg sits with Joseph 'Joey' Drolshagen, and discuss his rich experience, ranging from being a VP of Sales in corporate America to becoming an author and mindset coach, fuels his innovative Subconscious Mindset Training (SMT) method that helps business owners achieve massive success. They delve into the importance of having a clear, dynamic vision for your business, understanding the power of the subconscious mind, and discerning the limitations of existing conditioning. Drolshagen shares personal experiences and client stories to highlight the potency of the SMT method in enhancing both professional and personal life experiences. They underscore the need for aligning our conscious and subconscious minds with our vision to transform our self-sabotaging behaviors. The importance of being mindful about who we surround ourselves with and how our inner thoughts can manifest our outer worlds is also underlined in this enlightening conversation.
02:25 The Power of Positive Mindset in Business Success
03:07 Interview with Joseph Drolshagen: His Story and Approach
04:38 The Impact of Subconscious Mindset on Business Growth
05:04 Challenging the Traditional Business Mindset
05:41 Understanding the Power of Conscious and Subconscious Mind
10:42 The Role of Mindset in Business Development Programs
12:37 The SMT Method: Subconscious Mindset Training
14:52 Align, Manifest, Transform: The Three-Step Process
17:38 The Impact of SMT Method on Business Growth
22:45 The Personal Journey of Joey: From Missed Moments to Life Transformation
24:17 The Power of Personal Freedom and Business Growth
26:05 The Impact of Social Programming on Success
27:11 The Importance of Aligning Work with Passion
28:28 The Influence of Our Social Circles on Success
30:48 The Power of Positive Mindset and Belief
32:50 The Role of Perception in Shaping Our Reality
35:48 The Importance of Clarity and Self-Belief in Business
39:45 The Power of Positive Affirmations and Self-Talk
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
https://coachwithjoey.com
Book:
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Choose gratitude and love.” - Dave Albin
In this episode of the 'Deep Wealth Podcast', host Jeffrey Feldberg talks to Dave Albin, the number one fire walk instructor in America. Dave shares his tumultuous journey from his struggles with drug and alcohol addiction leading to suicidal tendencies, to his long path of sobriety. Along the way, he explains how he got involved with motivational speaker Tony Robbins, eventually becoming an integral part of his team, conducting firewalks in events worldwide. Dave also delves into how his Firewalk Adventures help individuals and organizations to overcome their fears, create paradigm shifts, and increase their self-confidence. He also gives some practical advice for building discipline, maintaining a good attitude, and creating transformative life rituals.
02:49 Dave Albine's Early Life and Entrepreneurial Spirit
08:12 Dave Albine's Experience with Tony Robbins
10:03 Dave Albine's Journey to Becoming a Firewalk Instructor
15:55 Dave Albine's Experience with Google and Corporate Team Building
20:36 The Power of Writing on the Board
21:15 The Firewalk Ritual and Its Impact
22:07 The Power of Shared Heartbeats
22:43 The Four Minute Mile Analogy and Mindset Shift
23:44 The Danger and Safety of Firewalking
24:52 The Glasswalk and Arrow Break Experiences
26:00 Success Stories from Firewalking
30:11 Advice for Success: Consistency and Non-Negotiation
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Dave Albin (@firebuilder2) • Instagram photos and videos
Firewalk Adventures
Dave Albin - Currently the #1 Podcasting Guest in the America on PodMatch - Firewalk Productions, LLC | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Create space between your emotions and reactions for better choices.” - Scott Clancy
In this episode of the Deep Wealth Podcast, host Jeffrey Feldberg welcomes Major General Scott Clancy, an experienced leader who served for 37 years in the Royal Canadian Air Force. Clancy shares insights on leadership, team development, and the significance of cultivating emotional trust. He recounts his progression from being a tactical helicopter pilot to holding high-ranking positions in the Alaskan NORAD Region and in Colorado Springs. Clancy emphasizes the importance of nurturing an empowering culture in an organization. He shares his five strategies to ignite creativity in a team and highlights the importance of personal connection, listening with understanding, collaboration, delegating responsibility, and maintaining non-agenda updates. Governance and leadership shaped by empathy, service, and elevating relationships above transactional engagements are the driving factors of successful organizations, Clancy suggests.
02:07 The Role of Leadership in Business
02:42 Scott Clancy's Journey in the Royal Canadian Air Force
04:24 Transition from Military to Business Leadership
04:37 Addressing Employee Loyalty and Retention
06:12 The Intersection of Leadership and Coaching
06:36 Building Trust in Military and Business Leadership
08:31 The Difference Between a Leader and a Manager
18:39 The Importance of Connecting with Team Members
21:35 Six Steps to Engagement and Alignment with the Mission
23:10 Developing a Common Narrative
23:26 Deploying Helicopters in Afghanistan: A Case Study
24:33 The Power of Narrative in Business
25:16 Understanding Leadership Styles
25:49 Challenging Traditional Leadership Approaches
26:54 The Importance of Purpose in Business
30:28 Igniting Team Creativity: Strategies for Success
34:36 The Role of Leadership in Employee Retention
38:40 Reflections on Personal Leadership Journey
40:22 Testimonials for the Deep Wealth Experience
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Scott Clancy
Scott Clancy - YouTube
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Resilience trumps resources and helps create massive success.” - Jeffrey Feldberg
The Deep Wealth Journey: From Seven Figures To A Nine Figure Liquidity Event
In his 300th podcast episode, the host of The Deep Wealth Podcast and post-exit entrepreneur Jeffrey Feldberg shares the story of his entrepreneurial journey from launching Deep Wealth to selling it and reveals steps he took to turn a seven-figure offer into nine figures. He discusses the importance of preparation in business, building a fruitful relationship with advisors, future buyers, and investors, having a positive attitude, removing skeletons, and finding 'Rembrandts' to increase value. Feldberg also talks about his post-exit life and the lessons he learned from his mistakes.
00:41 The Art of Business and the Journey to Success
00:59 The Early Days of Embanet and the Importance of Resilience
05:06 The Importance of Preparation and Identifying X Factors
11:51 The Power of a Compelling Narrative
17:24 The Role of Due Diligence in a Successful Liquidity Event
20:56 The Importance of a Winning Mindset
22:34 The Art Side of Business and Liquidity Events
22:37 The Importance of a Winning Mindset and Advisory Team
22:49 The Dangers of Unsolicited Offers and the Importance of Representation
24:27 The Role of Investment Bankers in Liquidity Events
26:15 The Importance of Timing and Execution in Business Transactions
27:42 The Role of Launch Plans in Business Growth
30:48 The Importance of Trust in Business Transactions
33:03 The Power of Narratives in Business Transactions
35:56 The Importance of Preparation for a Liquidity Event
36:20 The Importance of Post Exit Life Planning
38:11 Final Thoughts and Takeaways
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Trust that you’re going to find a way through this and learn new lessons.” - Kristi Herold
The Art of Playfulness in Business: Deep Wealth Podcast Episode with Kristi Herold
In this Deep Wealth Podcast episode, host Jeffrey Feldberg discusses the importance and impact of playfulness in business with guest Kristi Herold, CEO of JAM. Kristi offers insights on how fostering a culture of fun can lead to increased productivity, loyalty, and employee retention. She also opens up about her own journey navigating the challenges of the pandemic and eventually pivoting to a new business model. Furthermore, Kristi shares her personal route to success through embracing a lifestyle business model, drawing inspiration from her entrepreneur parents. She also discusses the mental health benefits of incorporating a social aspect into workplaces. The conversation also includes offering valuable resources on fostering a fun culture at the office, including her playbook and book 'It Pays to Play: How Play Improves Business Culture.'
02:43 Kristi Herold's Entrepreneurial Journey
04:26 The Impact of the Pandemic and Business Pivot
05:48 The Influence of Family and Entrepreneurship
10:18 The Role of Play in Business Culture
13:56 The Benefits of Play in the Workplace
19:55 The Impact of Play on Customer Satisfaction
23:10 Understanding Employee Retention and Engagement
23:57 The Impact of Disengagement in the Workplace
26:03 The Power of Trust and Friendship in Fostering Creativity
27:32 The Role of Fun and Play in Employee Engagement
28:05 Implementing Playful Strategies in Corporate Culture
33:57 The Importance of Social Connections in Mental Health
38:43 Reflecting on Personal Growth and Resilience
41:19 Final Thoughts and Takeaways
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
https://www.kristiherold.com/deepwealth25/
Kristi Herold
Kristi Herold (@KristiHerold) / X
Kristi Herold / Instagram
Kristi Herold / Facebook
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“The goal in life is to meet all your responsibilities while having as much fun as possible.” - Ethan Bull
Maximizing Efficiency and Growth with High-Level Executive Assistants for Business Leaders: In Conversation with Ethan Bull
Jeffrey Feldberg, host of the Deep Wealth Podcast, interviews Ethan Bull, a co-founder of ProAssisting, a firm that provides high-quality, remote, fractional executive assistance to business owners and C-suite executives. They discuss the importance of having an executive assistant for progress and business growth. Feldberg also shares insights on making the most of an executive assistant's services, highlighting the common mistakes that business owners make during daily interactions with their assistants. Bull further sheds light on the changes and evolving trends in the workspace influenced by the COVID-19 pandemic, explaining how businesses, including his own, survived and adopted new ways of operation. Bull ends the discussion by encouraging business owners to leverage options in the market that align with their cost, budget, and needs.
02:00 The Importance of Time Management and Efficiency
02:29 Ethan Bull's Personal Journey and Career Path
05:12 The Birth and Growth of ProAssisting
06:31 The Role and Impact of Executive Assistants
08:54 The Challenges and Solutions in Leveraging Executive Assistants
11:40 The Evolution of Remote Work and Its Impact
19:07 The Role of Executive Assistants in Business Growth
23:26 The Process of Matching Executive Assistants with Clients
32:36 The Impact of the Pandemic on Talent Acquisition
34:45 The Future of Work: Hybrid and Remote Models
36:46 The Role of AI in Executive Assistance
46:05 The Importance of Meeting Responsibilities While Having Fun
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
ProAssisting
Ethan Bull - ProAssisting | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Have appreciation for our differences.” - Bill Heinrich
The Deep Wealth podcast hosted by Jeffrey Feldberg invites Bill Heinrich to share insights on making important life and business decisions. Heinrich revolutionized his life by changing his mindset about money and success. He leveraged his personal journey to develop a seven-level system to help others discover their life purpose and increase their wealth. His work is based on energy, not thoughts, and he advocates for connecting to the universe's infinite energy. He champions the removal of the construct of painful problems and encourages embracing a perspective of thriving not surviving.
02:41 Understanding Your Purpose and Passion
03:06 Bill's Story: From Misery to Mastery
04:28 The Power of Energy and Authentic Self Expression
06:21 The Secret to Living Your Life Purpose
07:01 The Role of Energy in Our Lives
19:33 Reframing Business Challenges and Embracing Clarity
24:05 Challenges of Staying Present in a Busy World
24:51 Taking Control of Your Life
27:13 Understanding Your Unique Life Blueprint
28:03 The Impact of Energy on Our Lives
29:33 Transforming Your Life Through Choices
34:58 The Role of Defensiveness in Self-Reflection
36:45 Advice for Your Younger Self
38:47 The Deep Wealth Experience
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Thelifepurposeguy (@Heinrich_Bill) / X
Bill Heinrich (@thelifepurposeguy) • Instagram photos and videos
Your True Life Purpose Now/Facebook
Bill Heinrich - YouTube
Bill Heinrich | LinkedIn
@lifepurposeguy | Tiktok
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Don’t leave any loose ends with anyone or any relationship in life.” - Mike Fata
The Deep Wealth podcast hosted Mike Fata, a successful entrepreneur, who shared his journey to success and offered advice to listeners. Fata emphasized the importance of discipline, making small changes, and aligning personal passions with work to achieve both personal and business success. He also discussed strategies for building a world-class business, including building a team and culture around quality and world-class standards. Fata shared his experience of raising institutional capital to grow his company and the importance of resilience and grit in the early days of a startup.
Fata also discussed his comprehensive health regime, which includes prioritizing sleep and hydration, eating whole foods, exercising, and incorporating health modalities like thermo therapy and mindfulness practices. He emphasized the importance of clean eating and avoiding disruptors like colorings and flavorings, which can negatively impact the body. Fata also shared his personal preference for olive oil and avoidance of processed seed oils and packaged foods.
Jeffrey and Mike Fata discussed the importance of sleep and having a consistent nighttime routine to improve productivity and overall health. Fata shared his own routine, which includes a fixed bedtime, avoiding caffeine and screens before bed, and having a fully dark room. He also emphasized the importance of not snacking at night and being conscious of alcohol consumption. Jeffrey emphasized the benefits of having rituals and how they can lead to more energy and clarity throughout the day, ultimately making one a more effective entrepreneur and leader.
02:45 Mike Fata's Journey to Success
04:55 The Role of Health in Entrepreneurship
13:47 The Impact of a Strong Team and Culture
18:43 The Importance of Resilience in Business
20:53 Life After a Successful Exit
23:33 Overcoming Challenges and Giving Back
26:02 The Power of Being Helpful
26:36 The Importance of Health in Business
26:55 Sleep: The Foundation of Health
27:22 The Role of Diet and Exercise in Health
27:46 Exploring Health Modalities
30:51 The Role of Diet in Health
30:58 The Impact of Seed Oils on Health
32:23 The Importance of Sleep Hygiene
34:23 The Power of Rituals
Click here to subscribe to The Deep Wealth Podcast to save
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Enjoy the journey, don’t take yourself serious, and celebrate the wins.” - Max Lewis
In this episode of the Deep Wealth Podcast, host Jeffrey Feldberg interviews Max Lewis, an American entrepreneur who built the largest independent propane cylinder exchange business in Florida. Max shares his journey and insights, emphasizing the importance of customer service and employee value in business growth. He advocates for careful attention to the things people say, both in assessing potential hires and understanding customers' needs. Lewis also discusses the value of writing down and pursuing clearly defined goals, and shares his experiences and lessons learned in implementing these techniques.
02:32 Max Lewis's Entrepreneurial Journey
03:10 Max's Approach to Business and Personal Interactions
03:18 Max's Early Business Experiences and Recognizing Opportunities
04:28 Max's Insights on Entrepreneurial Passion and Success
05:00 Max's Book and His Life Lessons
05:57 Max's Approach to Learning and Growth
07:14 Max's Insights on Taking Action and Achieving Goals
07:37 Max's Perspective on the Power of Words and Energy
20:39 Max's Success in the Propane Business
24:57 Max's Approach to Business Growth and Employee Culture
26:16 The Importance of Good Vibes in Business
26:34 The Three Questions Business Owners Ask
27:20 Transitioning from Running the Business to Owning the Business
27:50 The Role of Hiring and Training in Business Growth
30:18 The Power of Delegation and Accepting Failure
31:25 The Art of Training and Monitoring Employees
34:54 The Importance of Customer Experience in Business
36:38 The Power of Manifesting in Business Growth
41:02 The Role of Goal Setting in Business Success
44:17 Advice for Younger Self and Other Entrepreneurs
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Who is Max Lewis?
Max Lewis (@WhoisMaxLewis) / X
Max Lewis (@whoismaxlewis) • Instagram photos and videos
Who is MaxLewis / Facebook
@w
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“It’s OK to be scared and feel fear; these are the times to leap into the unknown. Your future destiny is waiting for you.” - Waleuska Lazo
Jeffrey Feldberg and Waleuska Lazo cover a range of topics related to personal growth and resilience. They discuss Waleuska's new book, "A Pocket Full of Resilience," which provides short messages of hope and resilience to readers. They emphasize the importance of purpose and service in life, and how money cannot buy happiness. They also touch on the power of gratitude and how it can improve one's life, as well as the patterns of behavior that can hold people back from embracing change and the unknown.
Jeffrey and Waleuska delve into the topic of building resilience and avoiding complacency. They emphasize the importance of using challenges and grief as tools for growth and learning and how to embrace difficult situations to build resilience. They also discuss the dangers of becoming complacent in success and the importance of having a purpose and being of service to others to avoid becoming lazy and selfish.
The meeting concludes with a discussion on the importance of finding your why to live for. Waleuska emphasizes that finding your why becomes your guiding star and encourages people to find out what their why is and to do that every day. They also discuss the affordability and accessibility of Waleuska's program, which has been a game changer for people around the world. The meeting ends with Jeffrey thanking Waleuska and wishing her continued success and good health.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Waleuska Lazo
Waleuska Lazo - YouTube
A Pocket Full of Resilience: Inspiration on How to Accept, Overcome, and Grow from the Suffering in Your Life
Waleuska Lazo Books | Amazon
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“An effective narrative helps you win new business, keep your clients, and increase the value of your business.” - Jeffrey Feldberg
The episode centers around the identification and effective communication of a company's X-Factors, otherwise known as unique talents or distinguishing aspects, and Rembrandts, which are world-class X-Factors that only a specific business possesses. Highlighting a critical concept of effective storytelling, the episode emphasizes crafting compelling narratives around these X-Factors and Rembrandts to elevate stakeholder engagement, boosting profits, customer retention, and enterprise value. The host uses an illustrative example from his experience of turning a seven-figure offer into a nine-figure deal. The episode underlines the importance of rising above competition, continually evaluating company performance, refining business narratives, and suggests strategies to demonstrate the exclusivity of a business offering to get prospective customers and investors excited.
00:30 The Journey from Seven Figures to Nine Figures
02:04 Understanding X-Factors and Rembrandts
04:34 Identifying Your Business X-Factors and Rembrandts
07:06 Examples of X-Factors and Rembrandts
14:34 The Importance of Crafting Narratives Around X-Factors and Rembrandts
16:49 The Power of Storytelling in Business
18:42 The Art of Storytelling in Business
18:56 The Power of Effective Narratives
19:44 The Science Behind Storytelling
21:41 The Impact of Oxytocin in Storytelling
23:07 Crafting Narratives Around Your Business Strengths
26:49 Broadcasting Your Business X-Factors and Rembrandts
29:42 Measuring the Impact of Your Narratives
31:32 The Role of Narratives in Liquidity Events
33:01 Unveiling Your Business X-Factors and Rembrandts
34:48 The Power of Narratives in Business Growth
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Make money flow and get rich slowly.” - Neil Johnson
Deep Insights on Building Wealth: A Conversation with Duke's Neil Johnson
In this episode of the Deep Wealth Podcast, host Jeffrey Feldberg speaks with Neil Johnson, a finance expert with vast investment banking experience and is the Executive Director and CEO of Duke Capital. Johnson shares insights about liquidity events, the dangers of traditional refinancing, and the benefits of a corporate mortgage approach. He also delves into the importance of long-term, carefully measured strategies for company growth, the potential of artificial intelligence in business, and the significance of investing in people. Johnson further explains why Duke's unique model is effective for companies looking to maintain control while seeking capital for growth.
03:10 Neil Johnson's Journey in the Finance Industry
04:39 Common Mistakes Companies Make
07:26 The Role of Duke in Business Growth
09:50 Criteria for Investing in Companies
23:51 The Impact of Artificial Intelligence on Business
28:06 The Benefits of Partnering with Duke
33:32 Advice for Younger Self and Future Entrepreneurs
35:25 Closing Remarks and Contact Information
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Neil Johnson - Founder and Chief Executive Officer - Duke Royalty Limited | LinkedIn
Podcast / Legendary Podcast - Neil Johnson
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“There are no shortcuts, stay the course.” - Jeffrey Scheuer
Jeffrey Feldberg talks with Jeffrey Scheuer, a scholar, author, and the host's namesake, about the importance of liberal arts education. Scheuer, author of 'Inside the Liberal Arts: Critical Thinking and Citizenship,' discusses why an education in liberal arts is vital for democracy and fostering critical thinking, which is key to business success. He discusses the potential detrimental impact of eliminating liberal arts education on society and encourages listeners to consider the skills that liberal arts provide, especially considering the growth of AI technology. Scheuer also shares his personal experiences, including his immersion into flight and aviation during his 40s.
03:18 The Importance of Liberal Arts in Society
06:44 The Role of Liberal Arts in Business and Employment
07:47 The Threats of Suppressing Liberal Arts Education
19:02 The Impact of Liberal Arts on Morality
25:13 The Economic Benefits of Liberal Arts Education
29:02 The Importance of Critical Thinking and Analysis
32:01 The Role of Liberal Arts in Democracy
38:15 The Importance of Enjoying the Moment
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
jeffscheuer@gmail.com
Jeffrey Scheuer
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Are you honoring the important relationships in your life?” - Pete Mohr
Turning Entrepreneurial Frustrations Into Freedom: A Journey with Pete Mohr
Jeffrey Feldberg interviews Pete Mohr who is an entrepreneur with 30 years of business ownership experience, discusses how he helps other entrepreneurs transform their frustrations into freedom using a variety of frameworks. He emphasizes the importance of a turnkey business that can function without the constant presence of the owner. Using the acronym CPA (Communication, Process, Accountability), Pete delves into the significance of simple, efficient, and understandable communication procedures within and outside your business. Moreover, he underscores the value of clear accountability structures and highlights how decision-making should be at the lowest level of the organization. Furthermore, Pete shares his personal experiences of running his business during difficult family circumstances, reinforcing the significance of having business structures that support personal priorities.
03:40 Introducing the CPA Strategy for Business Success
04:00 Understanding the 'C' in CPA: Communication
22:06 The Philosophy Behind Simplified Communication
27:43 The Impact of Accountability on Business Efficiency
28:58 The Role of Accountability in Decision Making
33:46 The Importance of Balancing Business and Personal Life
39:50 The Impact of Business Resilience on Company Culture
40:41 The Importance of Time Management in Business
41:52 The Importance of Relationships in Business
42:16 The Role of Business in Fostering Relationships
44:13 The Role of Business Planning in Entrepreneurship
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Simplifying Entrepreneurship
Simplifying Entrepreneurship (@SimplifyingE) / X
Peter Mohr | Business Coach (@petemohr_coach) • Instagram photos and videos
Simplifying Entrepreneurship / Facebook
Simplifying Entrepreneurship - YouTube
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Start watching yourself and the effects of your thoughts.” - Carol Sanford
Jeffrey Feldberg and Carol Sanford discussed Carol's new book, No More Gold Stars. They talked about the importance of independent thinking in the workplace and society, and the need for a new epistemology of working that develops discernment, independent thought, creativity, and commitment to time-binding endeavors. Carol shared her personal experience with behavioral modification programs and how it led her to write her book. She also talked about her nature as a positive contrarian and how she disrupts certainty in her work.
Carol shared her experience of achieving revenue improvement by switching roles without getting rid of hierarchies and highlighted the success stories of other CEOs who have proven this approach. She emphasized the need for the C-suite to give up power and switch roles to make significant changes. Jeffrey and Carol also discussed the importance of personal development and reflection in developing capacity to think for oneself.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Carol Sanford (@carolsanford) / X
Books - Carol Sanford
Carol Sanford | Facebook
Carol Sanford | LinkedIn
Book: No More Gold Stars: Regenerating Capacity to Think for Ourselves
Carol Sanford | Amazon
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Enjoy the journey knowing you’re exactly where you’re supposed to be.” - Julie Broad
Maximizing Business Value through Effective Writing with Julie Broad
In this podcast episode, host Jeffrey Feldberg interviews Julie Broad, the founder of Book Launchers and a best-selling author. They discuss the power and benefits of writing a book to deepen business wealth and establish a strong personal brand. Julie suggests focusing the book on solving a specific problem for a defined audience, thereby making marketing easier. She mentions the importance of planning before writing and shares her company's seven-step process, where writing only commences at step six. Discussing costs, Julie states that it can range from $20,000 - $50,000 for the production of the book. They also discuss the power of leveraging the content into different formats, such as audiobooks or online courses, for further reach. Julie underscores the long-term benefits of a book, adding it's not just a one-time project but a continuous marketing tool.
02:12 The Power of Writing a Book
03:07 Julie's Journey to Self-Publishing
10:43 The Process of Writing a Book
27:54 The Future of AI in Book Publishing
28:29 Exploring Different Publishing Formats
28:52 The Process of Creating an Audiobook
30:21 The Reality of Book Publishing Profits
31:17 Leveraging Your Book for Business Opportunities
35:45 The Cost of Publishing a Book
47:26 Final Thoughts and Advice
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Book Launchers
Book Launchers (@BookLaunchers) / X
Book Launchers; Self Publisher (@booklaunchers) • Instagram photos and videos
Book Launchers | Las Vegas NV | Facebook
Book Launchers - YouTube
Book Launchers | LinkedIn
7 Steps Form
Julie Broad Books | Amazon
Book: Blow the Lid Off: Reclaim Your Stolen Creati
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Keep going.” - Clayton Thomas
Jeffrey Feldberg and Clayton Thomas discussed Clayton growing up in an environment where health and wellness were emphasized, and how it influenced his business philosophy. He stresses the importance of service to customers and investing in oneself and others, and how it leads to success in any business. Clayton also talked about the importance of health and wealth as the two most important components of his business, and how his company has grown organically by putting value on people.
The discussion focused on the importance of quality in providing a good customer experience and how it is essential for business success was discussed. The benefits of affiliate marketing were also discussed, and how it can be a game-changer for businesses when done correctly. Clayton Thomas and Jeffrey Feldberg also discussed the importance of sleep and gut health for entrepreneurs. Thomas emphasized the importance of deep restful sleep for regeneration, recovery, and problem-solving, and explains how gut health is connected to brain function and neurotransmitter production.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
The Root Brands
Podcast
Clayton Thomas (@theclaythomas) • Instagram photos and videos
Clayton Thomas | Facebook
The Root Brands | Youtube
The Clayton Thomas - Founder - The ROOT brand | LinkedIn
TRINITY PACK
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Don’t wait so long to follow your dreams.” - Stephanie Walter
Mastering the Art of Liquidity Events with Stephanie Walter on the Deep Wealth Podcast
In this episode of the Deep Wealth Podcast, host Jeffrey Feldberg talks with guest Stephanie Walter about wealth creation, business exits, and liquidity events. As a successful entrepreneur and investor, Stephanie shares her experience, insights, and strategies on how to extract deep wealth from businesses. She also discusses her investment approach, her views on abundance and scarcity mindset, and how she teaches professionals key wealth building principles. The conversation also covers tax strategies, real estate syndication, and the importance of diversification. Watch this episode to unlock the secrets of mastering liquidity events and creating deep wealth.
00:00 Introduction to Deep Wealth Podcast
00:20 The Importance of Mastering Liquidity Events
01:35 Introducing Stephanie Walter: A Legacy Cash Flow Specialist
02:03 The Wealthy's Approach to Money and Investment
03:14 Stephanie's Journey to Wealth and Success
07:03 The Mindset of Wealthy Investors
09:13 Understanding Tax Implications in Investments
12:00 The Power of Diversification in Investments
17:41 The Importance of Knowing Where to Invest
17:53 The Role of Real Estate Syndication in Wealth Accumulation
20:50 The Benefits of Fractional Ownership in Investments
22:06 The Impact of Rising Interest Rates on Investments
30:24 The Importance of Diversification in Wealth Accumulation
31:09 The Power of Compound Interest in Wealth Accumulation
35:44 Final Thoughts and Contact Information
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Erbe Wealth
Erbe Wealth | Facebook
Stephanie Walter - Founder/ CEO - Erbe Wealth | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Take planned time out from what you’re doing to enjoy life.” -Nick Gray
Jeffrey Feldberg and Nick Gray discuss the importance of building personal connections and finding common interests in business relationships. They talk about Nick's book, The Two Hour Cocktail Party, and how it offers strategies for hosting events that go beyond just having fun. They share their experiences with entrepreneurship and liquidity events, and how having the right team and community is crucial for success. They also discuss the mindset behind building a social life and how it can benefit business owners and entrepreneurs, and the importance of aligning incentives with people's goals.
Nick Gray shares his insights on hosting successful events, including the importance of creating a lightweight social gathering where people can mix and mingle. He explains how he found success in helping his friends meet his other friends, leading to hundreds of culturally significant parties and a book on how to host successful events. Gray also addresses common limiting mindsets about hosting events and emphasizes the vulnerability and generosity of inviting people into your home. He encourages readers to rethink their mindset and consider hosting at home as the best option for successful events.
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SELECTED LINKS FOR THIS EPISODE
Nick Gray
Nick Gray / How to Make Friends (@nickgraynews) / X
Nick Gray (@nickgraynews) • Instagram photos and videos
Nick Gray | Facebook
Nick Gray - YouTube
Nick Gray - Principal (Family Office) - Tri Peak Holdings | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Be an enabler to help people create their ideal version of life” -Bryan Clifton
Jeffrey Feldberg and Bryan Clifton covered a range of topics related to family businesses, including succession planning, leadership transitions, and the impact of AI. Bryan shared his experience growing up in a family business and how it shaped his views on entrepreneurship. He emphasized the importance of not assuming that a business will stay in the family and the need to consider whether it is worth passing on to the next generation. Bryan also provided insights into the complexities of leadership transitions in family businesses and the challenges of dealing with family pressure to put non-family members into leadership positions.
Jeffrey and Bryan discussed the challenges of generational transitions in business, including family dynamics, conflict resolution, and the need for a fundamental strategy for the business moving forward. They emphasized the importance of understanding the motivations of potential leaders and how it can impact the company's culture. Bryan challenged the myth that family businesses are meant to last for long periods of time and emphasized the importance of passing down values, perspective, and skill sets. They also discussed the impact of AI on family businesses and the need for businesses to adapt to the changing landscape of technology and work in order to remain relevant and successful.
Bryan shared a personal story about leading his family's company through bankruptcy as a teenager and reflected on the impact it had on his views on risk, business operations, and people. The meeting ended with a discussion of the typical reach of Deep Wealth's services and the upcoming release of Version two of The Deep Wealth Master of the System. They also discussed potential collaboration opportunities and plans to stay in touch. Overall, the meeting provided valuable insights into the challenges and opportunities of family businesses and the importance of redefining success.
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SELECTED LINKS FOR THIS EPISODE
Bryan Clifton | LinkedIn
Bryan Clifton | Instagram
Cockroach Startups: What You N
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Commit to hiring the best people.” -Mike Kaeding
Jeffrey Feldberg and Mike Kaeding talk about how Mike has vertically integrating his construction company to reduce costs and increase efficiency. He has also created an investment platform, Norhart Invest, which allows retail investors to deposit money and earn a fixed interest rate. He has gone through SEC approval to make this possible.
Mike suggests that to attract world-class talent, companies need to have someone doing the recruiter role and be able to sell themselves to potential hires. He also encourages companies to be brave and make the hard choices to let good people go so they can find the great ones.
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SELECTED LINKS FOR THIS EPISODE
Norhart
Zero to Unicorn on Apple Podcasts
Mike Kaeding (@mikekaeding) / X
Norhart | Forest Lake MN
Mike Kaeding - Chief Executive Officer - Norhart | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Everything is going to be OK.” -David Stillman
Jeffrey Feldberg and David Stillman discussed the significance of understanding generational differences in the workplace.
David shared his extensive experience in generational research and his involvement in startups, as well as his passion for writing fiction. He discussed his recent success with a one-person musical which won Best of Fringe. He emphasized the importance of pursuing side projects and taking risks, even if there is no commercial value attached to them, as they can end up being successful and fulfilling.
Overall, the meeting highlighted the importance of pursuing passions, building connections, and understanding generational differences in the workplace. The speakers emphasized the need for diversity and inclusion and the importance of being prepared for future opportunities.
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SELECTED LINKS FOR THIS EPISODE
GenGuru
David Stillman - Founder, Best Selling Author, Subject Matter Expert, Keynote Speaker, Consultant - GenGuru | LinkedIn
David Stillman | Amazon
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Don’t take yourself too seriously and don’t see failure as failure.” -Jason Helfenbaum
Jeffrey Feldberg and Jason Helfenbaum discussed various topics related to business growth and continuity. They talked about the technical difficulties they were experiencing with their video call and gave updates on their respective businesses. Jason shared his process for working with businesses, which involves listening carefully and understanding the business, offering a complimentary consult, and identifying areas of leakage or opportunity. Jeffrey added to the discussion by highlighting the importance of communication, KPIs, and team collaboration in achieving business growth.
Jeffrey and Jason stressed the importance of balancing continuity and scalability to achieve sustainable business growth. They also provided insights into the engagement process at Deep Wealth, which involves creating a comprehensive mindmap of the entire business and identifying areas of opportunity for prototyping. The engagement process is tailored to the needs of each client and can range from one to six months, depending on the scope of work. They discussed the importance of using the right wording and vocabulary when implementing change in an organization and suggested that short-term and long-term goals should be considered when implementing change.
Finally, they discussed strategies for productivity and growth, including nailing down your vision and living it, differentiating between tasks you could do versus tasks you should do and delegating accordingly, and remaining curious and asking lots of questions to learn from mentors and grow. They also discussed how listeners can book a free consultation with Jason and where to find him online.
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SELECTED LINKS FOR THIS EPISODE
ClicKnowledge
Podcast: Efficiencies Expert Jason Helfenbaum On How To Increase Your ROI Through Training And Efficiencies (#40)
ClicKnowledge Booking
Jason Helfenbaum, CTDP - President - ClicKnowledge | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prospe
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Give to your relationships freely and abundantly.” -Alan Crone
Jeffrey Feldberg interviews Alan Crone who emphasizes the importance of understanding the roles of employees and how they contribute to the company's mission. He suggests that job descriptions should be updated regularly and that communication is key to building relationships with employees. He also recommends reading The E Myth Revisited to understand how to hire the right people for the right roles.
Jeffrey and Alan discuss the importance of having clear job descriptions and how it can lead to legal issues if not done correctly. They also discussed the potential costs of not having clear job descriptions, which can range from increased premiums on unemployment insurance to settlements of up to a million dollars. Alan also discussed his subscription service which provides unlimited telephone and email access to help reduce litigation budgets and create happier employees.
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SELECTED LINKS FOR THIS EPISODE
The Crone Law Firm
The Crone Law Firm (@TheCroneLawFirm) / X
The Crone Law Firm, PLC | Memphis TN
Alan Crone - Memphis
Book: The Law at Work: A Legal Playbook for Executives and Professionals
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“You’re already great and just don’t know it yet.” -Donna Lichaw
Jeffrey Feldberg and Donna Lichaw discussed Donna’s journey from working on product development for well-known companies to becoming an executive coach and leadership development expert. She explained how she realized that many companies struggled with turning their customers into heroes of a mythical story, which led her to explore the question of whether leaders can be heroes too. This realization eventually led her to shift her focus to executive coaching and leadership development, as she recognized that great products and companies cannot be built without great people.
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SELECTED LINKS FOR THIS EPISODE
Donna Lichaw
Donna Lichaw (@dlichaw) / X
Donna Lichaw - Author, The Leader's Journey: Transforming Your Leadership To Achieve the Extraordinary
Book: The Leader's Journey: Transforming Your Leadership to Achieve the Extraordinar
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Enjoy the journey.” -Matthew Davis
Jeffrey Feldberg and Matt Davis discussed the importance of culture in his successful law firm and how it has helped them attract the right talent and retain clients. He also discussed the importance of assessing weaknesses and threats in order to capitalize on opportunities and prevent business failure. He suggested using a checklist and brainstorming to come up with smart questions to identify potential problems.
Matt suggests that business owners should take the time to brainstorm and identify their weaknesses and threats in order to be prepared for any catastrophes or ignorance. He also suggests that they should look into the Businesss Immune System Report and the Strong Protective Business Report to identify their competition and how the government can affect their businesss.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Davis Business Law
Davis Business Law - Facebook
Davis Business Law - YouTube
Davis Business Law, P.L.L.C. | LinkedIn
Book: The Art of Preventing Stupid: How to Build a Stronger Business Strategy through Better Risk Management
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Get a mentor as fast as you can.” -Pete Mohr
Pete Mohr and Jeffrey Feldberg discussed the importance of allowing decisions to be made at the lowest possible level of the organization and Pete shared his experience of owning businesses for over 30 years. He has created systems and frameworks to help business owners move from operator to owner and allow decisions to be made at the lowest possible level. They also discussed the psychology behind why business owners may struggle to let go of decision making.
Jeffrey and Pete discusse the importance of defining guiding principles, critical actions, and key characteristics for businesss owners to move from operator to owner. He also discussed his "Love it or Leave it" framework, which involves mapping out everything a business owner is accountable for and categorizing it into four quadrants. This helps businesss owners understand how much time they are spending in each quadrant and how to adjust their activities to focus on what they love and are good at.
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SELECTED LINKS FOR THIS EPISODE
Simplifying Entrepreneurship
Simplifying Entrepreneurship (@SimplifyingE) / X
Peter Mohr | Business Coach (@petemohr_coach) • Instagram photos and videos
Simplifying Entrepreneurship | Facebook
Simplifying Entrepreneurship - YouTube
Pete Mohr - Entrepreneurial Coach | Speaker | Mastermind Facilitator - Simplifying Entrepreneurship | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Chill out. It will all work out.” -Grant Baldwin
Jeffrey Feldberg and Grant Baldwin discuss the importance of public speaking and how it can be used to grow a business. They also discussed the need to have a clear strategy and goal when it comes to speaking and how to make sure to avoid common mistakes. Finally, they discussed the esteem associated with being a speaker and how it can be used to influence, network, and make an impact.
Grant recommends that speakers practice and prepare a lot, use stories to connect with the audience, and be vulnerable when telling stories. He also suggests capturing stories as they happen and being clear about the point of the story.
Grant suggests that when crafting a story, speakers should always ask themselves two questions: "So what?" and "Now what?" He also emphasizes the importance of playing to one's strengths and being authentic, as well as delivering the story in a way that matches the size of the room. He suggests enunciating clearly and speaking at a speed that the audience can follow, as well as looking into the camera when making key points.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
The Speaker Lab (@thespeakerlab) / X
The Speaker Lab (@thespeakerlab) • Instagram photos and videos
The Speaker Lab / Facebook
The Speaker Lab | LinkedIn
thespeakerlab /Tiktok
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“You don’t need to worry.” -Ahmie Baum
Jeffrey Feldberg and Ahmie Baum discuss the services offered by Interchange Capital, which specializes in helping family businesses navigate the complexities of the four interchanges of the life cycle: individual, family, business, and ownership. They also discussed how Interchange Capital can help business owners with growing and scaling their business, generational conversations, family office building, and liquidity events.
Ahmie has humble beginnings that led him to become the go-to advisor for family businesses. He helps business owners recognize the complexity of the interchange between the individual, the family, the business and the owner, and guides them to make the crooked path straight and maximize value. He helps them understand the importance of removing themselves as the linchpin and having the right advisors in place.
Ahmie discussed the importance of communication, conflict resolution, and recognizing wealth is created second business. He advised listeners to get clarity by asking themselves questions about their goals and to trust their special sauce. He also suggested that people should not worry too much about things that may never happen.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Ahmie Baum, CEO | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Don’t worry, everything will work out.” -Manuj Aggarwal
Jeffrey Feldberg and Manuj Aggarawal talk about all things Artificial Intelligence. Manuj shares his story and how he has been involved for nearly two decades.
Jeffrey and Manuj dispel many myths around AI. One myth is that AI will displace many jobs. Instead, Jeffrey and Manuj talk about how AI can ensure that existing employees are more productive. Through AI, a small team can have the response time of a large time with more in-depth information.
Manuj shares how to get the most out of AI through the type of language and questions asked in an AI chatbot. Manuj shares are number of success stories and strategies from the trenches to help you embrace AI and accelerate success.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
www.ManujAggarwal.com
Bootstrapping Your Dreams Show Manuj Aggarwal
Manuj Aggarwal (@manujagro) / X
Manuj Aggarwal (@manujagro) • Instagram photos and videos
Manuj Aggarwal | Facebook
Manuj Aggarwal - YouTube
Manuj Aggarwal | LinkedIn
Manuj Aggarwal | AI & Startups (@manujagro) | TikTok
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Understand the big picture to ensure that today’s success doesn’t become tomorrow’s failure.” -Jeffrey Feldberg
Jeffrey Feldberg does a solo episode by leveraging inflection points for business success. Feldberg stressed the importance of identifying industry changes that could impact a business and preparing for them in advance by creating a winning business model that includes recurring revenue, long-term contracts, and revenue sharing. He used the example of Netflix and Blockbuster to illustrate how inflection points can either be a threat or an opportunity for businesses. Feldberg also discussed strategies for growing profits and increasing enterprise value, including creating launch plans, identifying and removing inflection point business killers, and creating a compelling narrative to increase enterprise value.
Feldberg emphasized the importance of preparing for post-exit life, which is often overlooked by business owners. He shared his personal experience of making costly mistakes in his post-exit life and how the Deep Wealth Mastery Program helps business owners avoid such mistakes. Additionally, Feldberg discussed the program's formula for creating a timeline of when business owners will be ready for their liquidity event and how they can increase the value for their financial freedom today.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“I appreciate all the mistakes I’ve made because they’ve made me the person I now am..” - Jeff Higgins
Jeffrey Feldberg and Jeff Higgins talk about how. Jeff has become successful. Not only has a real estate investor but in life. Jeff shares his transformational journey in his personal life, especially after he joined and later became a co-owner in the fraternity of excellence.
Jeffrey and Jeff do a deep dive on life strategies that have a massive impact in both business and in one's personal life. In particular, Jeff shares the many success stories from the camaraderie found in the fraternity of excellence. With its focus on men, the fraternity of excellence helps its members get back to basics with a strong moral compass, how to take leadership in all areas of life, and being a positive influence in the community.
Jeff shares some of his business strategies when investing in real estate. Whether it's finding properties that are immediately cash flow, positive or the benefits of being local, Jeff talks about what to do and not do.
Jeffrey and Jeff wrap up the show by returning once again to the power of inner strategies and how they help to shape and form ones out of world .
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Fraternity of Excellence
Jeffrey Higgins (@JeffreyHiggins) / X
Jeff Higgins (@jeffhig) • Instagram photos and videos
Path to Excellence | Facebook Group
Book: Men of Grit - Strong as Steel: How to Build a Legacy of Unbreakable Strength
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Lean on people more often as it will take you further faster.” - Brittany Anderson
“Take your health seriously today.” - Mike Koenigs
“Value your health and don’t take it for granted.”- Cade Archibald
“Get comfortable being uncomfortable.” -Bryan Sweet
“The crowd is usually not right.” -Dr. Anthony Sparks
Jeffrey Feldberg interviews the founding members of Wealth Longevity International: Bryan Sweet, Brittany Anderson, Mike Koenigs, Regan Archibald, Cade Archibald, and Dr. Anthony Sparks.
The round table discussed the importance of health and wellness in both personal and professional life and how it relates to business success. They also discussed the importance of community and networking in the Wealth Longevity International platform.
The group discussed the potential of peptides in reversing the effects of aging and promoting overall health. They explained that peptides are the way cells communicate and turn on genes, and that there are peptides to trigger growth hormone, stimulate mitochondria, and mimic exercise, among others. They also discussed the importance of taking care of one's health and avoiding unnecessary surgeries.
The team explained the extensive imaging and testing that will be done as part of a comprehensive health assessment, including a full body CT scan, brain imaging, ultrasounds, and AI-generated reports. They emphasized that this is a completely different paradigm of healthcare, where individuals take a proactive approach to their health instead of just reacting to symptoms. The group also discussed the importance of being one's own advocate in the current medical system and working with people on the cutting edge of medical knowledge for optimal health.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Wealth Longevity International
Wizard Academy
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Let the Spirit Of Excellence be your North Star.” - Mac McNeil
Jeffrey Feldberg and Mac McNeil talk about little known but effective strategies of leadership. Matt shares his origin story from the military to the corporate world and the excess he accumulated by leveraging the strategies shared.
Mac talks about the challenges that leaders face today with the influx of AI in a post pandemic world. Jeffrey and Mac reveal strategies on how to get the most out of team members in a way that has the team understand the task at hand while enjoying the process.
Mac shares the methodology that he is now taken from the arena of business and life and put into his book. My great aunt Edna.
Weather starting out in business or you're a successful entrepreneur, the strategies and tactics revealed help you grow profits, increase the value of your business, and help you set up a post exit life for success.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
My Great Aunt EDNA | Instagram
My Great Aunt EDNA | Facebook
My Great Aunt EDNA - YouTube
My Great Aunt EDNA | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Cool it.” - Kim Sorrelle
Jeffrey Feldberg and Kim Sorrelle talked about Kim’s journey and the importance of love in personal and professional life, and how it allowed her to be more accepting and respectful of others. Kim also discussed her year-long experiment in living out Corinthians 13 Love, which led her to discover that love is not an emotion or feeling, but rather something that you are.
Jeffrey and Kim discussed the role of love in personal and professional life, emphasizing the importance of authenticity and listening. They also discussed the challenges of working in Haiti and the impact of love on personal and professional life. Kim shared her passion for spreading the message of love and the positive impact it can have on relationships and businesses, encouraging others to join her in a love revolution.
Jeffrey and Kim discussed the importance of finding a leader who embodies qualities such as patience, kindness, and honesty, and the value of having a business that can run without the owner. Jeffrey recommended a speaker agency for Kim to work with and they ended the meeting on a positive note, thanking each other for their time and offering to help each other in the future.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Kim Sorrelle
Bold Brave TV with Kim Sorrelle
Kim Sorrelle | Twitter
Kim Sorrelle | Speaker, Author, World Changer (@kimsorrelle) • Instagram photos and videos
Kim Sorrelle | Facebook
Kim Sorrelle - YouTube
Kim Langlois Sorrelle | LinkedIn
Book: Love Is: A Yearlong Experiment in Living Out 1 Corinthians 13 Love
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Be bold and try different things.” - Miriam Kendall
Jeffrey Feldberg and Miriam Kendall discussed Miriam's new consulting company, Kairos Growth Advisors, which offers fractional and interim services for executive positions, traditional consulting projects, and coaching services. They also discussed the advantages and disadvantages that small to mid-sized companies have in terms of marketing strategies, emphasizing the importance of finding a balance between taking risks and being agile, while also having a solid budget and testing strategy in place.
The potential of AI in marketing post-pandemic was explored, while also emphasizing the importance of humanizing marketing and aligning brand values with customers. Miriam advised business owners to start with a clear foundation, including mission statement, value proposition, and understanding of customers and their information sources. They also discussed the benefits and challenges of hiring a fractional CMO, and the common mistakes companies make, including operating in silos and misalignment on the foundation.
The importance of customer feedback and finding a balance in survey frequency and length was also discussed, with Miriam suggesting using short surveys with questions about customer needs and problems, while Jeffrey raised concerns about survey fatigue and suggested using survey tools with decision trees to streamline the process. The meeting ended with Jeffrey offering to walk Miriam through his company's deep wealth mastery program and discussing potential future collaboration opportunities, highlighting the importance of taking risks and trying new things in order to succeed in business.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Miriam Washington Kendall - Chief Marketing Officer - Kairos Growth Advisors | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Face your fears.” - Alison McAulay
Jeffrey Feldberg and Alison McAuley discussed Alison's work in re-humanizing businesses and cultures, as well as her background and passion for compassion and creativity in business. Alison shared her unique journey from being an elite gymnast to becoming a trauma-informed cranial sacral therapist and co-creating a theory of change called bio transformation theory.
The meeting also covered the impact of perfectionism on personal and professional development, the importance of self-awareness in leadership, and the need for a shift in mindset from traditional thinking to a more holistic approach. Alison and Jeffrey also discussed the topic of pain and how it can be transformed through embodiment practices, as well as the importance of taking a personalized approach to nervous system mastery. They concluded with a message of re-humanizing businesses and becoming better leaders by transforming ourselves.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Alison McAulay (@Alison_McAulay) / X
Switch On Leadership: Nick Jankel & Alison McAulay - YouTube
Alison McAulay | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Make mistakes at full speed.” - Dan Rogers
Jeffrey Feldberg and Dan Rogers talk about how to scale revenue and profits effortlessly. Dan shares how he’s scaled his company in short order through unconventional strategies that empower clients and employees.
Dan talks about both what to do and what no to do when growing a business. Jeffrey and Dan explore social programming and how conventional wisdom is not so wise. Dan talks about the importance of training and training systems for teams. Jeffrey and Do explore how to be intentional while at the same time operating four days a week and intentional time off and live an intentional life.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
P2P Transportation
Dan T. Rogers | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“You are beautiful. You are loved. You are wanted here. You are invited here.” - Nick Jankel
Jeffrey Feldberg and Nick Jankel discussed Nick’s personal experience of leaving medical school and saying no to a lucrative business offer, which were difficult decisions but ultimately led to growth and success. Jankel emphasized that as a leader, it's important to pay for education with some kind of pain and move through it to the next growth period.
Nick and Jeffrey discussed the importance of purpose and superpowers in making the world a better place. Nick emphasized the need to be relentless and unafraid in pursuing one's purpose, which is unique to each individual and connects their skills, background, and culture to the world's needs. They both agreed that using one's superpowers to serve others is a sacred and beautiful thing.
The meeting also covered the potential of AI in business leadership. Jankel shared his belief that AI will never be conscious, but it will be incredibly intelligent and able to beat humans in rational pursuits. He encouraged leaders to embrace AI and see its potential, as businesses that don't integrate it will be disrupted by those that do. Jankel also emphasized the importance of developing skills like compassion, creativity, and collaboration, as these are areas where humans can still outperform AI.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Switch On Leadership Website
Switch On Leadership: Nick Jankel & Alison McAulay - YouTube
Nick Jankel | LinkedIn
Book: Now Lead The Change: Repurpose Your Career, Future-Proof Your Organization, and Regenerate Our Crisis-Hit World By Mastering Transformational Leadership
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Client testimonials
- The Deep Wealth Strategy Map
- Subscribe to The Deep Wealth Podcast
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
“Stay the course, you'll figure this out.” - Rita McGrath
Jeffrey Feldberg and Rita McGrath talk about Rita’s thought leadership on inflection points and industry change. Rita McGrath shared her journey from a political science degree to academia and her fascination with large-scale organizational change and transformation. She discussed the challenges companies faced in the past when embarking into uncertain spaces with the same tools and mindset they used for things they already understood well. The concept of inflection points in business was discussed, and how they can be both a threat and an opportunity. Rita advised listeners to regularly examine their business assumptions to identify potential shifts that could impact their business.
The importance of prioritizing innovation and growth in a leader's agenda was discussed, and McGrath advised leaders to take control of their agendas and ensure that innovation and growth are among the top priorities. The danger of companies becoming complacent during times of success was highlighted, and McGrath emphasized the importance of thinking about innovation during times of crisis. The meeting ended on a positive note with both parties expressing interest in future collaborations.
Throughout the meeting, the importance of understanding inflection points and how they can either put a company out of business or help them grow into a bigger, more profitable business was emphasized. The challenges of implementing changes in a corporate environment, including the need for courage and the pushback from some employees, were also discussed. The meeting provided valuable insights into leadership, innovation, and growth in the business world.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Rita McGrath
Rita Gunther McGrath (@rgmcgrath) / X
Rita McGrath (@ritamcgrathofficial) • Instagram photos and videos
Rita Gunther McGrath | Facebook
Rita McGrath | LinkedIn
Rita McGrath | Columbia Business School
Thought Sparks on Apple Podcasts
Rita Gunther McGrath Books on Amazon
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Show me your exit plan and I’ll show you your future” - Jeffrey Feldberg
In this solo episode, CEO and Co-Founder of Deep Wealth, Jeffrey Feldberg, reveals five strategies for a successful strategic exit plan. When done well, a strategic exit plan unlocks business success, financial freedom, and post-exit happiness.
Jeffrey shares the three areas that every strategic exit plan must focus on for optimal results. In this episode you’ll learn common challenges that you and your team will face as well as strategies to address the challenges for optimal success.
The ultimate strategic exit plan is not only about your exit. Instead, you create a legacy that ushers in fulfillment, happiness, and financial freedom.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Deep Wealth Strategy Roadmap
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Do something that gets you engaged with other people” - Jason Parker
Jeffrey Feldberg and Jason Parker discuss strategies to plan for retirement. Jason shares the research and insights that went into his book and online system Retirement Calculator: How Much Money Do I Need To Retire?
Jason reveals the common mistakes most business owners make and how to avoid them. Jeffrey and Jason discuss market trends and the importance of mindset in helping to achieve your financial goals.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Jason Parker - President - Parker Financial LLC | LinkedIn
Book: Sound Retirement Planning: A retirement planning journey designed to achieve clarity, confidence & freedom.
Attention Span And The Bottom Line: How To Boost Productivity And Profits (#216)
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“You don’t have unlimited amount of time. Appreciate what you have today.” - Brian Keith
Jeffrey Feldberg and Brian Keith talk about Brian’s journey and how he helps business owners get more done in less time. Brian shares strategies from the trenches to help you find areas in life and business that you must stop doing today so you can be happy and fulfilled tomorrow.
Jeffrey and Brian talk about strategies that help grow profits for a business in a way that minimize time and maximize results. Brian goes on to share the importance of living in the moment and not taking things for granted and how and why anyone can change their outlook and view on life and business.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Brian Keith | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Take time out to enjoy the journey.” - Michael Butler
Jeffrey Feldberg and investment banker Michael Butler discussed the importance of understanding buyers for a successful sale and highlighted the benefits of bringing two companies together, including cost advantages and revenue increases.
Michael and Jeffrey also provided valuable insights into the role of investment bankers in business sales. They explained the benefits of working with different types of buyers, such as individual investors, family offices, private equity firms, and strategic buyers, but cautioned that financing should be lined up before accepting a letter of intent. They also dispelled the myth that business owners are responsible for finding buyers and highlighted the importance of hiring an investment banker for their expertise in finding buyers, providing objectivity and confidentiality, and playing a buffer in negotiations.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Footprint Capital
Michael Butler | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Be present and enjoy the ride.” - Sonya Shelton
Jeffrey Feldberg And Sonya Shelton talk about Sonya’s journey at Disney and lessons learned from the trenches. Jeffrey and Sony discuss the importance of company culture and what to both do and not do when growing a business.
Sonya shares little known strategies on how mindset combined with culture create success for all stakeholders. Sonya also reveals how to transform “employee thinking” into “leader thinking.” Jeffrey and Sonya go on to discuss fatal mistake most leaders make and how to avoid them.
In the discussion, best practices are revealed on how to effectively lead especially in today’s turbulent environment.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Executive Leadership Consulting
Sonya Shelton (@SonyaShelton) / X
Executive Leadership Consulting | Instagram
Executive Leadership Consulting | Facebook
Executive Leadership Consulting - YouTube
Sonya Shelton | LinkedIn
Book: You're an Executive, But Are You a Leader? - Expanded and Updated: The Executive's Simple Guide to Creating, Communicating and Achieving the Vision
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Make the most of each day and welcome uncertainty.” - Jacob Koenig
Jeffrey Feldberg and Jacob Koenig explore the different types of investment bankers. Jacob talks about his journey in M&A in Asia and now back in the US. Jacob shares what buyers look for to either walk away from a deal or move forward and even pay a premium.
Jeffrey and Jacob talk about the importance of preparation far in advance of a liquidity event and competitive advantage gained. Jacob shares the fatal mistakes that buyers make for a failed liquidity event. On the flip side, Jeffrey and Jacob talk about proven strategies for a successful deal.
Jeffrey explores the different types of payment forms that buyer use and the risks that come with each. Jacob expands on market trends and the effect on both deal flow and the deal itself.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Woodbridge International
Jacob Koenig - Partner - Deal Team Lead - Woodbridge International | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Start earlier with entrepreneurship.” - Ann Carden
Jeffrey Feldberg and Ann Carden talk about Ann’s journey to become the coach of coaches, consultants, and entrepreneurs. Ann shares strategies she’s leveraged to build and sell five successful businesses.
Jeffrey and Ann talk about how to generate higher profits while working less through optimal pricing. Ann reveals strategies from the trenches and the fatal mistakes most business owners make.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Ann Carden
EXPERT IN YOU Podcast Show - YouTube
Ann Carden | LinkedIn
Book: EXPERT IN YOU: Build a Lucrative and Impactful Coaching & Consulting Business from Your Xpertise
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Don’t take yourself too seriously and have fun on your journey and celebrate the milsetones.” - Dominic Teich
Jeffrey Feldberg and Dom “Slice” Teich talk about Dom’s fighter pilot background and how it applies to, business and life. Dom reveals the strategies and techniques that American fighter pilots use to ensure mission completion and how to apply the strategies in business.
Jeffrey and Dom talk about know when to quit and when to keep moving forward despite challenging situations. Dom shares the importance of team work and knowing when to ask for help both as a fighter pilot and business owner.
Jeffrey talks about the importance attributes of humility and mindset with Dom who shares strategies from the trenches. Dom shares the power of the approach of planning, executing, and debriefing for both so-called failures and success. Jeffrey and Dom go on to explore strategies to make changes in real time to lock-in on success. Dom shares the art and science of debriefing. Was it luck? Was it intentional success? Debriefing unlocks many valuable lessons for long-term and continued success.
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SELECTED LINKS FOR THIS EPISODE
Single Seat Mindset
Dominic Teich (@DomTeich) / Twitter
Dom Teich (@dominicteich) • Instagram photos and videos
Dominic Teich | Facebook
Single Seat Mindset - YouTube
Dominic Teich - Business Owner - Single Seat Mindset | LinkedIn
Dominic Teich | Pinterest
Book: Single Seat Wisdom: Practical and Valuable Life Advice From America’s Fighter Pilots
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Believe in yourself and grow your confidence.” - Jonathan Jay
Jeffrey Feldberg and Jonathan Jay talk about Jonathan’s rich journey in business, success, and optimizing life for happiness. Jonathan shares how he now pays it forward by helping entrepreneurs learn a system to buy businesses.
Jeffrey and Joanthan compare notes on the Deep Wealth Mastery program for selling a business and Jonathan’s system for buying a business. Both Jeffrey and Jonathan talked about the strategies from their respective systems that are similar.
Both Jeffrey and Jonathan talk about how our health is our first wealth and the strategies needed to protect and optimize health. Jeffrey and Jonathan talk about a number of lessons from the trenches that help entrepreneurs achieve their goals.
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SELECTED LINKS FOR THIS EPISODE
Jonathan Jay - YouTube
Jonathan Jay | LinkedIn
Dealmakers
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Enjoy and embrace the present moment.” - Ken Honda
Jeffrey Feldberg and Ken Honda talk about little known but surprisingly effortless strategies to optimize life for happiness and prosperity. Ken Honda is a best-selling self-development author in Japan, with book sales surpassing eight million copies since 2001.
Ken shares his journey with Jeffrey of how he uncovered powerful mindsets and strategies to welcome success and prosperity. Ken is affectionately known as the Zen Millionaire. Today Ken pays it forward and forever changes the lives of people through his programs and Arigato Living Community.
Jeffrey and Ken discuss how gratitude and mindset have their foundation is the latest science and quantum field.
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SELECTED LINKS FOR THIS EPISODE
Ken Honda Happy (@KenHondaHappy) / Twitter
Ken Honda | Instagram
Ken Honda | Facebook
Ken Honda - YouTube
Book: Happy Money: The Japanese Art of Making Peace with Your Money
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Enjoy the journey.” - Valerie Bowden
Jeffrey Feldberg and Valerie Bowden talk about Valerie’s journey and love of travel. Today Valerie helps some of the most recognizable brands in the world do business and investment in Africa. She helped launch the Ethiopian Outsourcing Association and works in partnership with the top tech outsourcing companies in Africa. She is the founder of CRDLE, the most diverse B2B marketplace that connects African brands to global customers. Her advice and experience in African countries has been featured on PBS, Huffington Post, NBC News, Yahoo, and the Washington Post. Before launching her career, she backpacked the entire length of Africa by herself.
Valerie shares proven strategies on how to find world class talent to grow business and profits. In the process lives are changed for the better to create a win-win.
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SELECTED LINKS FOR THIS EPISODE
CRDLE
CRDLE (@crdleafrica) • Instagram photos and videos
CRDLE | Facebook
CRDLE | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Travel more.” - Matt Putra
Jeffrey Feldberg and Matt Putra talk about Matt’s experience in private equity and now as a fractional CFO. Matt shares little known but fatal mistakes that business owners make that can put a business out of business.
Mat goes on to share best practices from successful companies that help grow revenue and profits. Jeffrey and Mat talk about the power of onboarding a fractional CFO for a business. Matt also shares one strategy business owners can deploy today to grow profits.
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SELECTED LINKS FOR THIS EPISODE
EightX
Matt Putra | Twitter
fliptheswitch on Instagram | Hashtags
Matt Putra | Facebook
Matt Putra | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“It’s all about mental health and wellness.” - Lorne Gertner
Jeffrey Feldberg and Lorne Gertner discuss Lorne’s extraordinary business success across multiple industries. As a futurist, Lorne has fine-tuned his craft to identify industry inflection points early to create market disruptions. As a result, Lorne is the benefactor of multiple successful liquidity events. Lorne has create over $3 billion in value for shareholders across multiple industries.
Lorne shares his approach to business and from the trenches strategies that entrepreneurs must master to create massive success. Jeffrey goes beyond the headlines and has Lorne reveal his thinking, thought process, and how as leaders we can uncloak inflection points to grow a business and create a market disruption.
Lorne shares his thesis on why psychedelic drugs will not only be legalized for general consumption, but forever change life and society as we know it.
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SELECTED LINKS FOR THIS EPISODE
Books: From Strength to Strength: Finding Success, Happiness, and Deep Purpose in the Second Half of Life
Books: Fantastic Fungi: Expanding Consciousness, Alternative Healing, Environmental Impact // Official Book of Smash Hit Documentary
Video: Fantastic Fungi
Video: How to Change Your Mind
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“The deposits I make in my family and to be as present as I needed to be with my business.” - Alan McLaren
“Always play to your strengths.” - Dany Assaf
Jeffrey Feldberg and Alan McLaren discuss how businesses that don’t have a social media presence have lost a competitive advantage. The challenge for most leaders is not knowing what to do or where to start when it comes to social media as well as lacking time.
Alan shares his experience from the trenches as a thought leader in marketing and how Alan helps busy executives have a social media presence. In the process of saving time, Alan’s clients have new opportunities to deepen business relationships and grow the business.
To illustrate the point, Alan invited a client, Dany Assaf, to the conversation. As a success leader and professional, Dany shares how Alan and team save time and effort while getting the desired results to get Dany’s message to the appropriate stakeholders.
Jeffrey, Alan, and Dany do a deep dive on strategies that grow profits, and at the same time, minimize time and optimize life for happiness.
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SELECTED LINKS FOR THIS EPISODE
Strata Originals
Alan McLaren (@alanmclaren) / Twitter
Alan McLaren - YouTube
Alan McLaren | LinkedIn
Dany Assaf
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
"It’s all OK; you’re safe." - Zach White
Jeffrey Feldberg and Zack White talk about little known but proven strategies to help optimize business and life for happiness and success. Zack shares how his engineering background helps him put success down to a formula that anyone can leverage.
From working with Fortune 10 companies like Microsoft and Amazon to solopreneurs, Zack share his insights from the trenches. Jeffrey and Zack talk about the importance of energy and mindset which are fuel for your efforts and ultimate success.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
OACO
The Happy Engineer (@thehappyengineerpodcast) • Instagram photos and videos
The Happy Engineer Podcast | Facebook
Zach White | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Lead with empathy.” – Chris Morton
Jeffrey Feldberg and Chris Morton talk about Chris' experience as a serial entrepreneur and strategic partnership. Jeffrey and Chris explore how a strategic partnership can catapult the success of a company when done well.
Chris talks about both what to do and what not to do in a strategic partnership. Jeffrey and Chris dive into the psychology of the pitch when speaking with a large company for a strategic partnership.
Jeffrey and Chris discuss the dark side of pursuing a strategic partnership where IP, ideas, and go-to-market strategies are stolen. Chris explores best practices of what to do and not do to protect your company.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Orchid Black
Episode 121: Chris Morton On How To Leverage Culture To Create A Competitive Advantage (#121)
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Don’t wait to follow your dreams.” – Collette Portis
Jeffrey Feldberg and Colette Portis talk about strategies from the trenches that achieve success. Colette shared how winning is not a zero sum game. Everybody doesn't have to lose. Colette shares strategies on how to create a win-win-win for all stake holders.
Jeffrey and Colette spoke about core values and how it’s key to ensure people who share the same core values surround you in business and life. The core values of people form a company’s culture which is an X-Factor when done well.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Red Development Group (@reddevgroup) / Twitter
RED Development Group (@reddevelopmentgroup) • Instagram photos and videos
Red Development Group
RED Development Group, Inc. - YouTube
RED Development Group | LinkedIn
G.O.A.L.I.E (Grafting Objectives Around Longevity in Entrepreneurship): 52 Week Strategic Planning Guide
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“ If there's an opportunity in front of you, always take it.” – Jimmy St. Louis
During the meeting, Jeffrey Feldberg and Jimmy St Louis discussed Jimmy’s mission to offer food prescriptions based on in-home health tests and detailed food analysis. He emphasized the importance of nutrition in overall health and wellness and encouraged people to take control of their health by making informed decisions about what they eat. The discussion also highlighted the connection between gut health and inflammation, and the importance of maintaining gut health to prevent chronic inflammation and disease.
They delved into the science behind their testing, which involves stool samples and finger pricks to evaluate the correlation of bacteria and ingredients with inflammatory markers. They also discussed the integration of AI into their platform, which will allow for more accurate recommendations for an individual's diet based on their preferences, lifestyle, and habits.
Jimmy shared the success stories of their testing and services, including partnerships with clinics to treat traumatic brain injury and early onset Alzheimer's, personalized nutrition plans for athletes and teams, and improvements in autoimmune disease symptoms. The discussion also touched on the potential impact of oxalates and lectins in vegetables on the body, and the benefits of personalized nutrition testing.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
AliRx
Franchise123 (@franchise1_2_3) • Instagram photos and videos
Franchise123TM | Facebook
Jimmy St Louis | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“You don’t need to worry, it’ll all be fine.” – Margaret Agard
Jeffrey Feldberg and Margaret Agard talk discuss a range of topics from Margaret’s success as a tech executive to her exit to how she made the seemingly impossible now possible.
Margaret shares with Jeffrey the system she created that helps provide clarity and peace of mind. Jeffrey and Margaret talk about the quantum field, the power of prayer, and how to get the most out of life.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Margaret Agard (@InHisFootsteps) / Twitter
Margaret Agard (@inhisfootstepsbooks) • Instagram photos and videos
In His Footsteps | Facebook
InHisFootstepsToday - YouTube
Margaret Agard - Speaker and Writer - Freelance | LinkedIn
InHisFootstepsToday | Pinterest
In His Footsteps: I Gave My To Do List To God and Got More Done, More Sleep and Less Stress
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Have faith and trust in the universe.” – Brent Mekosh
Jeffrey Feldberg and Brent Mekosh talk about the kind of mindset to look for in a wealth advisor as well as an investor. Brent talks about what to do and not do in choppy markets.
Brent leans on his experience in the market starting off as a trader in the New York Stock Exchange, and later, Vice President of trading for Bear Wagner Specialists and a member of the NYSE.
Jeffrey and Brent talk about how mindset is also key for success in business. Strategies from the trenches are shared of what to do and not do both in building a business and wealth.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
MP Advisors
Brent Mekosh CFP®, CIMA® (@BrentMekosh) / Twitter
Brent R. Mekosh CFP®, CIMA® | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Nothing really matters as much as you think it does.” – Kevin Palmieri
Jeffrey Feldberg and Kevin Palmeiri talk about the importance of mindset for success in both business and life. Kevin shares his origin story of how he appeared successful on the outside but was lacking fulfillment and feeling miserable.
Kevin co-founded Next Level University and has hosts two leading podcasts. Kevin’s entrepreneurial journey taught him the importance of incorporating fulfillment into success on both the personal and business side.
Jeffrey and Kevin talk about strategies from the trenches that work to help build and grow a successful business.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Next Level University
Kevin Palmieri 🎤Podcast Coach🎤 (@neverquitkid) • Instagram photos and videos
Kevin Palmieri | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Prioritize your health and family as much as your business.” – Jeremy Straub
Jeremy overcame Stage 4 throat cancer while still running large companies. His father owned multiple successful car dealerships in the northeast and lost everything in the recession.
Seeing what happened to his dad, Jeremy decided he would never put all his eggs in one basket. Today he owns 9 businesses in 5 industries with 1,500 employees and 250,000 clients, generating over $100 million a year in revenue and $15 billion in assets under management. He’s the Co-author of “Cracking the Code to Success” with business guru Brian Tracy. He’s also the host of the Upreneur podcast, Mindset Meets Money podcast and sits on the board for YPO. Jeremy’s mission is to help other business owners navigate opportunities and redefine what is possible.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Jeremy Straub | LinkedIn
Mindset Meets Money | Podcast on Spotify
Jeremy Straub | LinkedIn
Cracking The Code To Success
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Accept where you are and where you are going.” – Rob Schwartz
Jeffrey Feldberg and Rob Schwartz are discussing the success of the book "Tuesdays with Morrie" and the new book "Wisdom of Morrie". They are discussing the story behind the books and how they have impacted people's lives. They are also discussing the importance of having a moral compass and how to promote the books.
Rob suggests that people prioritize both their business and personal relationships, and that the most important thing in life is to share love and great experiences with other people. He also emphasizes the importance of face-to-face interactions, as opposed to relying on social media, and suggests that people accept aging with grace and recognize that it is a part of life.
Rob suggests that readers of The Wisdom of Moy should read the book cover to cover, but also take the time to reflect on the advice and personal information it contains. He also suggests that readers use technology in a conscious way and be mindful of their relationships with others.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
The Wisdom of Morrie
Rob Schwartz | Instagram
Rob Schwartz | LinkedIn
Book: The Wisdom of Morrie: Living and Aging Creatively and Joyfully
Morrie Schwartz - Wikipedia
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Make the decision to focus on your health today so you’ll enjoy a wonderful healthy life tomorrow with your family, grand children, and life’s magic moments.” – Philip Ovadia
“Help enough people get what they want so you can get what you want.” - Alan Wozniak
Jeffrey Feldberg has a health round table with Dr. Phil Ovadia who is a heart surgeon and author of Stay Off My Operating Table, and Alan Wozniak who recently had a successful liquidity event.
Jeffrey, Dr. Ovadia, and Alan share the Key Performance Indicators needed for your personal health so you can welcome your business wealth. Alan talked about his experience with the company he sold of HVAC systems and the dangers of “sick buildings and homes.” Dr. Ovadia shared his personal journey from being over weight and lethargic to now being healthy, fit and energetic.
Both Dr. Ovadia and Alan revealed practical strategies you can apply today for both the health of your business and yourself.
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
I Fix Hearts
Heart Surgeon Dr. Philip Ovadia (@ifixhearts) / Twitter
Business Health Matters
Book: Stay off My Operating Table: A Heart Surgeon’s Metabolic Health Guide to Lose Weight, Prevent Disease, and Feel Your Best Every Day
Dr. Phil Ovadia On How The Carnivore Diet Unlocks Your Health And Wealth (#211)
Successful Post-Exit Entpreneur Alan Wozniak Reveals How To Create A Market Disruption And Prosper (#207) | The Deep Wealth Podcast hosted by Jeffrey Feldberg
How Dr. Ovadia Will Optimize Your Health And Keep You Off His Operating Table (#197) | The Deep Wealth Podcast hosted by Jeffrey Feldberg
Thought Leader And Post-Exit Entrepreneur Alan Wozniak On How To Create Massive Success (#170)
Alan Wozniak On Why The Health Of Your Building Impacts The Health Of Your Business (#178) | The Deep Wealth Podcast hosted by Jeffrey Feldberg
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Do the thing that you love.” – Nancy Erickson
Jeffrey Feldberg and Nancy Erickson discussed Nancy's career journey and how she created a system to help people turn their ideas into published books. Nancy's system helps people crystallize their message, create a purpose statement, and turn their ideas into a professional book product. Nancy also provides book mapping services to help authors create a series of books from the same material.
Nancy advises against using ghostwriters and encourages people to write their own books to increase their credibility and connect with their audience. She provides training on targeting markets and has many marketing partners to help with book marketing. AI is not a good solution for writing a book as it cannot capture the author's voice and personality. Nancy shares the story of one of her clients who wrote a book about her husband's battle with Lyme disease and has since become a leading voice in the area. She encourages people to share their stories and expertise and reminds them that they are the only ones who have their story.
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SELECTED LINKS FOR THIS EPISODE
The Book Professor
Nancy Erickson | Facebook
Nancy L. Erickson, MFA - International Book Coach - The Book Professor | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Move, pick up weights, get outside and stay active every day.” – Charles Mayfield
Farrow founder Charles Mayfield’s interest in clean food began when, as a personal trainer, he began researching nutrition to help his clients reach their fitness goals—and eventually co-authored three paleo cookbooks.
The more Charles learned, the more he realized it’s not just the kinds of food we eat that impacts our health, but also the way that food is grown. He spent years researching farming techniques that are better for the environment and for the welfare of the animals. And when he learned about regenerative farming, he was hooked.
Charles' vision for Farrow Skincare is to operate at a scale that’s more human than machine and create jobs that support the community. Charles plans to leverage the success of both businesses to build awareness and support for regenerative farming and create opportunities for other regenerative farmers to bring their sustainably grown products to market.
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SELECTED LINKS FOR THIS EPISODE
SPECIAL 15% DISCOUNT: https://farrow.life/deepwealth
Farrow Skincare
Farrow Skin Health (@FarrowLife) / Twitter
Farrow Skincare (@farrowskin) on Instagram
FarrowSkin | Facebook
Farrow Skincare - YouTube
Farrow Skincare | LinkedIn
https://amzn.to/3l0qBA8
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Start your goals and dreams earlier.” - Wayne Baker
Imagine you're on a deadline for a big project and feeling overwhelmed, or you're looking for a new job, but you can't seem to get your foot in the door, or perhaps you're facing a personal challenge and just don't know what to do.
What do these problems have in common?
They can all be solved simply by reaching out to a colleague, friend, acquaintance, or wider network and making an ask.
Studies show that asking for help makes us better and less frustrated at our jobs. It helps us find new opportunities and new talent. It unlocks new ideas and solutions and enhances team performance, and it also helps us get the things we need outside the workplace. And yet we rarely give ourselves permission to ask.
Luckily, the research shows that asking for and getting what we need is much easier than we think.
Wayne Baker shares dozens of tools used at companies like Google, GM, and IDEO that individuals, teams, and leaders can use to make asking for help a personal and organizational habit, such as smart criteria for making an ask, plug and play routines that make requests a standard component of meetings, mini-games that incentivize asking within teams and the Reciprocity Ring, and Givitas tools that allow people to tap into the giving power of a network.
Wayne Baker is a Professor of Management and Organizations at the University of Michigan, ROSS School of Business Faculty Director of the Center for Positive Organizations.
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SELECTED LINKS FOR THIS EPISODE
'All You Have To Do Is Ask'
Wayne Baker (@DrWayneBaker) / Twitter
Join a Free Community of Givers | Give and Take Inc
Wayne Baker - Faculty CO-Director - Center for Positive Organizations | LinkedIn
Book: Amazon.com: All You Have to Do Is Ask: How to Master the Most Important Skill for Success eBook : Baker, Wayne: Kindle Store
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Make being an integral person your life goal.” - Brad Smith
Brad Smith is the founder and CEO of Stellar Insight Inc. a business growth consulting and coaching company. Brad has been a chemist, production plant and equipment designer, a business manager, a business consultant, and an executive coach for CEOs and business owners among other things. He pursues insight and understanding into the convergence of business success, organizational excellence, and the practical actions it takes to consistently achieve significant business growth. In his words, “Everything is a theory until you experience it and can consciously repeat the experiment.” He has coached CEOs, business owners, and legislators for organizational growth and excellence for more than twenty-five years.
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SELECTED LINKS FOR THIS EPISODE
Stellar Insights
Youtube Channel
Brad Smith - Chief Executive Officer - Stellar Insight Inc. | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Take the time to figure out what you’re good at.” - Rocky Lalvani
Rocky Lalvani serves as Chief Profitability Adviser for business owners. He teaches them how to ensure they get paid and make profit a priority!
Rocky started with nothing when his parents immigrated to the United States when he was two years old, and his parents were in their 40's. It was his parents' second time starting over in life as they moved here to experience the American dream. In spite of a lot of struggles and his mom passing away when Rocky was 7, he has been able to achieve financial and life success. Rocky loves to share his journey and inspire others to achieve their dreams even faster.
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SELECTED LINKS FOR THIS EPISODE
Profit Comes First
Rocky Lalvani (@rockylalvani) / Twitter
Profit Comes First / Facebook
Profit Answer Man from Profit Comes First - YouTube
Rocky Lalvani - Profit First Professional, Fractional CPO (Chief Profitability Officer), Founder - Profit Comes First | LinkedIn
Profit Answer Man
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“You can never have too much education.” - Per Sjofers
Per Sjofors, aka “The Price Whisperer”, is the Founder of Sjofors & Partners.
Pricing has always been an interest area for Per. As a serial entrepreneur, running companies in Europe and the US, he did pricing experiences. Some of these worked spectacularly well, some did not work at all. As a result, Per founded his company out of his frustration that what business schools teach about pricing is too abstract, and too academic for a business executive to act on. Likewise with books about pricing. Consequently, he set out to make pricing practical and actionable, and this stems from a deep understanding of how the 4 Ps of Marketing interact and how changes in one of the Ps affect Price. Since then, he has been at the forefront as a pricing thought leader, taking a very different view on everything pricing. Per is an author of “The Price Whisperer - A Holist Approach to Pricing Power” and is a sought-after speaker for a variety of conferences and business circuits.
Per is a member of the Forbes Magazine Business Council, a member of the C-Suite Network, appears regularly on podcasts and business radio shows, and gets quoted regularly in the financial press, including Inc Magazine, The Street, Fortune Magazine, Industry Week, Business Insider and the Financial Times. His new book “The Price Whisperer - A Holistic Approach to Pricing Power” is available on Amazon here: https://amzn.to/3nX1BJm
Prior to founding his own company, Sjofors & Partners, Per had more than 25 years of CEO experience, driving companies to rapid, profitable growth, where he gained an appreciation for the importance of optimal pricing. More can be found on www.sjofors.com
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SELECTED LINKS FOR THIS EPISODE
Sjofors
Per "The Price Whisperer" Sjofors - Thought Leader and Pricing Strategy Advisor - Forbes Business Council | LinkedIn
BOOK: The Price Whisperer: A Holistic Approach to Pricing Power: 9781637351178: Sjofors, Per: Books
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Questions the so-called health authorities and ask the question “why” - Dr. Oksana Sawiak
Dr. Sawiak retired from Biologic Dentistry, where she was the first woman in the world to achieve the Master of the Academy of Dentistry.
Seeing a need for people to make more educated choices to protect their health, she pursued her Doctor in Integrative Medicine and now practices Integrative Wellness, helping people from all over the world to uncover the causes of their illness, not just masking the symptoms - and finding the most effective and safe solutions for them.
She is an international speaker, having presented at numerous International conferences and summits.
Her clients have branded Dr. Sawiak The Health Detective because of her ability to find the clues underlying their illnesses. Today she is fulfilling her passion of spreading the health message to whoever is ready to Own their own health (instead of allowing Pharma, Governments, and other special interest groups to guide them into a lifetime of dependence on drugs, chemo, and surgery.)
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SELECTED LINKS FOR THIS EPISODE
Dr. Oksana Sawiak
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Small actions over time add up to make a big difference.” - Hannah Newman
Hannah is a licensed Functional Medicine practitioner who specializes in hormones, gut health, and advanced biomarker protocols. She has advanced training certifications in nutrigenomics, hormones, toxin exposure, longevity medicine, positive psychology, sleep science, and gut health from the American Academy of Anti-Aging Medicine and Institute of Functional Medicine. She is the founder of Healthi with Hannah, a boutique health and wellness company where she works privately with clients through customized health plans that incorporate advanced testing and lifestyle medicine. She is also a member of YPO, an exclusive global leadership community of chief executives, and is active on the health and wellness board.
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SELECTED LINKS FOR THIS EPISODE
Healthi with Hannah
Hannah | Women’s Health Specialist 📍FL (@healthiwithhannah) • Instagram photos and videos
Healthi with Hannah | Facebook
Healthi with Hannah - YouTube
HealthiwithHannah | Tiktok
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Life is so good. You have many wonderful opportunities ahead of you, and you have it in your hands to make the future, whatever you want it to be” - Devin Durrant
Devin Durrant is the owner of multiple real estate–centric companies. After succeeding as a consensus All-American at Brigham Young University and a two-time Academic All-American, he played for the Indiana Pacers. As an elite athlete, Devin learned how important values were for team and individual success. In real estate, Devin’s work and philosophy centers around adding value to his employees and properties. An inspirational public speaker, Devin has spoken around the world for over 40 years.
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SELECTED LINKS FOR THIS EPISODE
The Values Delta
No Tracks - The Value of Quiet Service
The Optimist Creed
Book: Amazon.com: The Values Delta: A Small & Simple Way to Make a Positive Difference in Your Personal & Professional Life eBook : Durrant, Devin: Kindle Store
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“When people feel that they're being heard they feel respected.” - Tim Brown
As Chief Client Services Officer and Global Head of the BPB Family Office, Tim Brown helps lead Berkowitz Pollack Brant CPA's focus on family offices, cross-border global families, entrepreneurs/closely held businesses, tax strategy/estate planning/structuring and commercial real estate (www.bpbcpa.com). The BPB Family Office serves as a multi-faceted and fiduciary based “Virtual Single-Family Office” platform that performs no wealth management or banking services. Prior to BPB, Mr. Brown served with Bernstein Private Wealth Management and as Managing Partner with HB Partners, a boutique investment bank working with high-growth commercial real estate companies and “buy-side” representation for single-family offices specific to PE and real estate. Mr. Brown served as consultant with Alliance Bernstein’s Non-Traditional Asset Strategies and continues to consult with Anschutz Investments (the Anschutz single-family office, with investments and operations in professional sports, concert promotion and entertainment (LA Lakers (former minority shareholder), LA Kings, LA Galaxy, AEG, AEG Live), hospitality (Sea Island Resort, The Broadmoor Hotel, Xanterra), natural resources, wind-energy, ranching, telecommunications and other industries.
Previously Mr. Brown served as President of Concord Energy Holdings, a Colorado-based integrated commodity logistics and oilfield services company. While at Concord Energy, Mr. Brown focused on a senior leadership restructuring and operational turn-around of a crude oil truck hauling division, a frac-water recycle mobile treatment operation and natural gas energy marketing. Prior to Concord, he was the Founder and CEO of Radius Media Holdings, a position he held for more than 11 years.
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SELECTED LINKS FOR THIS EPISODE
tim@3cr8.com
Berkowitz Pollack Brant
Tim Brown | Amazon Books
Remarkably Successful Tim Brown On How To Optimize Your Life For Happiness And Success (#167)
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Don’t worry about what others say about you.” - Simon Chan
Simon Chan is a consistency coach and founder of MLM Nation, a business-training company. After starting his entrepreneurial career in 2003, he built a million-dollar business with over 200,000 distributors. Now an international speaker and trainer, Simon helps business owners stay consistent, defeat overwhelm, and build a successful business online. He is the host of the MLM Nation Podcast, the number one direct selling podcast. Learn more at www.consistencypill.com.
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SELECTED LINKS FOR THIS EPISODE
The Consistency Pill
Simon Chan (@simonwchan) / Twitter
Simon Chan (@simonwchan) • Instagram photos and videos
Simon Chan / Facebook
Simon Chan - Network Marketing Training - YouTube
Simon Chan - Founder - MLM Nation | LinkedIn
Book: The Consistency Pill: The 7 Step System to Increase Sales and Transform Your Business eBook : Chan, Simon: Kindle Store
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Take a holistic approach to financial planning.” - Pete Bush
“Pay attention to the big events happening around you.” - Bill Bush
Pete Bush, CFP®, is the CEO and partner of Horizon Financial Group, a full-service financial planning, investment advisory, and retirement planning firm. Focused on bringing confidence and clarity to his clientele, Pete has worked in the industry since 1991, serving clients who include business executives, retirees, and professional athletes.
Bill Bush is a Chartered Retirement Plan SpecialistSM, Certified Plan Fiduciary Advisor®, and the Media Manager for Horizon. He produces Horizon’s podcast series and co-hosts Inside the Plan with the 401(k) Brothers. Before Horizon, Bill was a CEO in the healthcare industry and had a lengthy career in television broadcasting, business development, and marketing operations.
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SELECTED LINKS FOR THIS EPISODE
The Runway Decade
HorizonFinancialGrp (@HorizonWM) / Twitter
Horizon Financial Group (@horizonfinancialgroup) • Instagram photos and videos
Horizon Financial Group
Horizon Financial Group | LinkedIn
Book: Amazon.com: The Runway Decade: Building a Pre-Retirement Flight Plan in Your Fifties eBook : Bush, Pete, Bush, Bill: Kindle Store
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
"When you’re the underdog figure out to use this to your advantage." - Gina Schaefer
Gina Schaefer is the founder and CEO of over a dozen hardware stores in Washington, DC, Baltimore, MD, and the surrounding areas. As a member of the Ace Hardware Cooperative, Gina leads a multimillion-dollar business that employs more than 250 people. She is dedicated to maintaining a strong corporate culture and has begun a transfer of ownership through an ESOP to her teammates. Schaefer’s big passion is for developing urban markets, supporting small businesses, and helping women to succeed in all aspects of the hardware industry.
She has tirelessly focused on national efforts to increase the federal minimum wage and to pass legislation to strengthen antitrust and monopoly laws.
Always striving to be creative, think differently, and make a difference, Gina received the Women Who Mean Business award from the Washington Business Journal and the Top Women in Hardware & Building Supply award. She has been recognized as an industry Top Gun by the National Retail Hardware Association, honored by Profiles in Diversity Journal as one of its Women Worth Watching, and recognized by Hardware and Building Supply Dealer as one of 2016’s People of the Year.
Gina serves on the Corporate Board of CCA Global and the nonprofit board of the Institute for Local Self-Reliance, and she previously served as a member of Ace Hardware Corporation Board of Directors and on the nonprofit boards of House of Ruth and Think Local First DC.
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SELECTED LINKS FOR THIS EPISODE
Recovery Hardware
Recovery Hardware | Instagram
Gina Schaefer - Board Member - CCA Global Partners | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
Anthony Butler is the founder of the digital marketing agency Can-Do Ideas and the creator of the Primal Storytelling™ content system. He is the author of Primal Storytelling, Marketing for Humans, and is a highly regarded expert in brand storytelling and digital marketing. Anthony graduated from the United States Military Academy at West Point, and the US Army Ranger School. He is a combat veteran and commanded an infantry company in Iraq during the invasion of Baghdad. He is also a Brazilian Jiu-Jitsu blackbelt and currently resides in Montana with his wife and two sons.
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SELECTED LINKS FOR THIS EPISODE
Primal Storytelling
Anthony Butler 🌏ONLINE COACH (@anthonylbutler) • Instagram photos and videos
Anthony Butler
Anthony Butler / Youtube
Anthony Butler - CEO | Chief Storyteller | Author of Primal Storytelling™ - Can-Do Ideas | LinkedIn
Book: Primal Storytelling: Marketing for Humans
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Don't work till exhaustion.” - Tara Mullarkey
Tara Mullarkey went from being raised by a single mom, leaving corporate with no job prospects, to building a multi-million dollar online business.
Back in New York City, Tara underwrote, sold and managed over $500 million in highly leveraged loans in the corporate finance sector, worked for the largest hedge fund in the world as well as a Fortune 50 company.
After retiring from Wall Street & Corporate America and graduating with her MBA, she traveled the world in India, Thailand, Bali, Europe, Australia, New Zealand, Tulum, Nepal, Morocco, and then started her own online coaching business.
She's sold multiple millions in coaching program sales and has worked with a range of 6, 7, and 8 figure clients in +20 countries, including some of the top experts in their field over the last 10 years.
Founder of High Ticket Empress, recipient of the prestigious 2-Comma Club Award, and author of bestselling book 7-Figure Coach, Tara Mullarkey has been featured in Forbes, Yahoo Finance, ABC, NBC, CBS, Fox, and The Huffington Post for her success and leadership in female entrepreneurship.
She says, “The time to go all-in on yourself is now.”
She lives by the ocean in Fort Lauderdale, Florida, is a Jesus believer, loves walks with her dog, boating, golfing, staying in shape, and is an avid bachata and salsa dancer.
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SELECTED LINKS FOR THIS EPISODE
How This 1-Shift Helped Us Build a $3.5 Million/year Coaching Company
Tara Mullarkey (@taramullarkey) / Twitter
Tara Mullarkey (@7figurefemme) • Instagram photos and videos
Tara Mullarkey / Facebook
Tara Mullarkey / Youtube
Book: 7- Figure Coach
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“It's easier than you think.” - Rachael J. Brown
Rachael J. Brown earned her plant-based nutrition certification and food and sustainability certification from the T. Colin Campbell Center for Nutrition Studies and eCornell. After being diagnosed with high cholesterol in her late 20s, she discovered The China Study and started exploring the science of nutrition. After she ate WFPBNO for just 17 days, her cholesterol dropped 50 points. That was the beginning of her family’s journey from the standard American diet (SAD) to a whole-food, plant-based, no-oil (WFPBNO) lifestyle.
A licensed practitioner of massage and the pain neutralization technique, Rachael is also a certified yoga and Pilates instructor and a spiritual director. She completed the 12-Day McDougall Program and has led corporate mindfulness seminars. She received her BA in geography from the University of Washington and has been an adjunct professor in nutrition and wellness.
Rachael belongs to the University of Washington Alumni Association, the T. Colin Campbell Center for Nutrition Studies' Whole Communities program, and Eat for the Earth, as well as Plantstrong and McDougall communities.
Rachael is happily married with two grown children. She lives in California, where she can usually be found trail running, rock climbing, cycling, and bikepacking with her husband.
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SELECTED LINKS FOR THIS EPISODE
For Fork's Sake!
Rachael J Brown (@forforkssakebook) • Instagram photos and videos
For Fork’s Sake Book / Facebook
Book: For Fork's Sake: A Quick Guide to Healing Yourself and the Planet Through a Plant-Based Diet
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“God has gifted you and one of the adventures in life is to figure out what those gifts are.” - Jerome Fogel
Jerome Fogel is the co-founder of Fogel & Potamianos LLP. He is known as a dealmaker and innovator in the legal community. He represents successful entrepreneurs, corporations, and sports and entertainment stars. He also serves as the go-to offsite general counsel for a number of small and lower middle market companies.
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SELECTED LINKS FOR THIS EPISODE
jfogel@fpgeneralcounsel.com
Fogel & Potamianos LLP
Jerome Fogel (@JeromeFogelLA) / Twitter
Jerome Fogel (@jeromefogella) • Instagram photos and videos
Jerome Fogel / Facebook
Jerome Fogel - Partner - Corporate Practice Group, Sports & Entertainment Group - Fogel & Potamianos LLP | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
Gregory Shepard is a 20-year startup veteran, angel investor, author, and serial entrepreneur with 12 liquidity events under his belt in BioTech, TransTech, AdTech, and MarTech industries, two of which were sold as part of a $925M transactions that won 4 private equity awards for transactions between $250M and $1B. Greg has accomplished all this while existing with 7 neurodivergent conditions, including Autism and Dyslexia.
As a Forbes Book Author, Contributor, and Forbes Podcast Host, his work has been featured or quoted in Fortune, Entrepreneur, The New York Observer, The DEAL, and Thrive Global. Greg has appeared on TV, Radio, and over 100 popular Podcasts and has been featured as a TEDx and Keynote Speaker at multiple conferences and universities worldwide.
Greg is the co-founder of BOSS Capital Partners, the creator of BOSS (Business Operating Support System), an open-source methodology developed to empower entrepreneurs while increasing startup success rate, and the founder of BOSS Startup Science Academy. He has recently launched a new platform that includes a pre-accelerator, an academy, and a networking ecosystem to aid founders in their startup success.
Greg speaks regularly on several topics, including these and many more!
How I went from selling rattlesnakes to make money in my teens to selling to eBay for over $900M.
How having 7 Neurodivergent conditions, including autism and dyslexia, has actually amplified my success.
Using fearless optimism and steadfast determination, Greg uses Silicon Valley’s deal-making culture to spread his message of “Altruistic Capitalism” and inject capital into the hands of fearlessly ambitious, creative, and passionate underserved entrepreneurs looking to spark positive change in the world.
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SELECTED LINKS FOR THIS EPISODE
Gregory Shepard
Gregory Shepard •Twitter
Greg Shepard (@gregshepard_) • Instagram photos and videos
Greg Shepard • Facebook
Gregory Shepard - Founder and CEO - BOSS Capital Partners | LinkedIn
Gregory Shepard (@gregshepard_) | TikTok
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“What has to happen over that period of time for you to feel like those three years were just like amazing?” - Patrick Cummings
Patrick Cummings is an entrepreneur, business coach, wealth management advisor, and published author committed to helping others balance their lives for happier outcomes. He worked in the corporate world for twelve years before deciding, when his children were toddlers, to start his own business and gain control of his time. An active member of his community, Patrick lives in Washington State with his wife, Brooke.
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SELECTED LINKS FOR THIS EPISODE
pnpstrategies@outlook.com
Pnpstrategies.com
PNP Strategies (@PNP_Strategies) / Twitter
Patrick Cummings (@pnp_strategies) • Instagram photos and videos
PNP Strategies | Spokane WA
Patrick Cummings - Chief Executive Officer - PNP Strategies | LinkedIn
Book : The Family-Business Balancing Act: An Entrepreneur's Guide to Being a Family Man
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“As a leader we can't assume people will follow us.” - Laurie Barkman
80% of business owners want to stop working in their business in the next 5-10 years, but most have not planned for that transition. Many need to improve the business first.
Laurie Barkman is a "business transition sherpa." With her firm, SmallDotBig, she advises owners on having more valuable, sellable businesses. And as a Partner with Stony Hill Advisors, a mergers andacquisitions firm, she guides them through the complex process of letting it go.
Laurie is the former CEO of a $100 million revenue company with an exit to a Fortune 50 company. With more than 25 years of C-Suite and award- winning marketing expertise, she provides actionable perspectives to drive sustainable value.
Engaging audiences across the US, Laurie is an Adjunct Professor of Entrepreneurship at Carnegie Mellon University, leads executive workshops with Vistage, and hosts a weekly podcast called Succession Stories.
Laurie earned her MBA from Carnegie Mellon and BS from Cornell University. She is a Certified Value Builder Advisor and has a Certificate from the Exit Planning Institute.
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SELECTED LINKS FOR THIS EPISODE
lbarkman@smalldotbig.com
SmallDotBig
Schedule a Business Transition Advisory Call with Laurie Barkman
Laurie Barkman, The Business Transition Sherpa - YouTube
Laurie Barkman - Value Creation and Business Transition Advisor | CEO/Founder - SmallDotBig LLC | LinkedIn
Laurie Barkman (@LaurieBarkman) / Twitter
Succession Planning Stories Podcast SmallDotBig
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Keep that prefrontal cortex online.” - Odille Remmert
Toward the end of 2015, Odille Remmert was divorced, depressed, renting a room in a shared house in England, cleaning other people's houses, and unable to pay her bills.
Using the techniques and tools in the new book she co-authored with her husband: "Change What Happened to You: How to Use Neuroscience to Get the Life You Want by Changing Your Negative Childhood Memories" - Odille turned her life around completely. Now living in the USA, married to the love of her life, running a business she loves, Odille also ended up owning three of the rental properties she used to clean back in 2015.
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SELECTED LINKS FOR THIS EPISODE
The Remmert Method
Odille Remmert: Everyone deserves Empowerment (@RemmertMethod) / Twitter
Odille Remmert Mindset Hacks 🧠 (@odilleremmert) • Instagram photos and videos
Odille Remmert | Facebook
The Remmert Method - YouTube
Odille Remmert - Co-Founder - The Remmert Method | LinkedIn
Special Podcast Gift - The Remmert Method
Book: Change What Happened to You: How to Use Neuroscience to Get the Life You Want by Changing Your Negative Childhood Memories
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Don't go at it alone, make friends and build teams because it's a lot more fun along the way.” - Kurt Davis
Kurt Davis is a technology executive and investor with over two decades of experience building tech startups throughout Silicon valley, Europe and Asia. From 2008 to 2017, he worked with a startup called Boku where he led global business development, focusing on deals with the Apple, Microsoft, Spotify, Sony, and more.
Kurt's book Navigate to the Light House, A Silicon Valley Guy to Executing Global Deals. Quantico's boat poo, whose journey from closing small sales deals to transactions worth billions of dollars.
Speaking to other entrepreneurs Kurt realized that many get stuck in their initial market, but a few leap the chasm to bigger opportunities. And hence he wrote the book.
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SELECTED LINKS FOR THIS EPISODE
KD Alive Website
kd@kdalive.com
Because I’m Still Alive (@kdalive) • Instagram photos and videos
KD Alive Introduction - Youtube
Book: Navigate To The Lighthouse: A Silicon Valley Guide to Executing Global Deals
Kurt Davis - Amazon
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“It's gonna be all right.” - Alex Brueckmann
Alex is a strategy facilitator, author, and speaker. He helps businesses create strategic clarity and direction. While most of Alex clients are billion dollar companies, his books hold valuable insights for both small business owners and corporate leaders.
His new book comes out on March 28, and is called "Secrets of Next Level Entrepreneurs - 11 Powerful Lessons to Thrive in Business and Lead a Balanced Life".
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Books: Alex Brueckmann
Alex Brueckmann - Founder & CEO - Brueckmann Executive Consulting | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
"A frazzled focus leads to poor decisions. From front-line employees to your leadership team, you’ve lost your edge." - 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 by 10X.
How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event? Jeffrey created the 9-step roadmap of preparation for a liquidity event.
The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Article: Having A Liquidity Event? Here's How To Capture The Best Enterprise Value
Bharat Kanodia On Everything You Need To Know About Valuations But Probably Don't (#116)
The Deep Wealth Sell My Business Podcast
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Find your village and surround yourself and listen to the people that are going to positively influence your momentum forward.” - Kelley Powell
Kelley Powell is the Founder of MacLaurin Group, a company providing technology operating partner services to portfolios of private equity companies. Supporting companies in growth and M&A activities, Kelley brings a unique experience from founder-led organization to multiple private equity-led cycles. Kelley is an avid mentor, angel investor, and chairwoman for the da Vinci Center for Innovation Angels Advisory Board at VCU. She’s also a board member of the Richmond chapter of the Association for Corporate Growth, and in 2020 was appointed by Governor Northam to serve as a member of the Virginia Council on Women.
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
kelley@kelleywpowell.com
Meet Kelley Powell
Kelley Powell (@ke11eyp) - Twitter
Kelley W. Powell - President, KelleyWPowell LinkedIn
Book: Courage to Lose Sight of Shore: How to Partner with Private Equity to Grow Your Business with Confidence
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Look at each failure in life as an opportunity, just get up and keep on going.” - Trish Tonaj
Trish Tonaj is an award winning Marketing Consultant, Artist, Author and Founder of ShareYourStories.online. As an artist, her work is best described as bold, colourful, abstracts that enhance your personal space. Colour Outside the Lines workshops encourage your creativity while thinking outside the lines. With a recent solo show at the Relais & Chataux, Langdon Hall, her work is found in Europe, United States and Canada.
In support of the entrepreneurial spirit, Trish is the founder of shareyourstories.online an international marketing platform featuring business stories that share your great ideas. She is the host for the weekly podcast Business Mentorship; Keepin’ It Real, live and unscripted interviews introducing the person behind the logo. Under the umbrella of mentorship and collabortion over competition, her mission is to increase your visibility, encourage collaboration and build connections in your community.
With a love of writing she has co-authored an e-magazine on Wealth and Wellbeing and is a
contributor to Thrive Global and Canfitpro magazine. As a published author, and speaker, she has written two books:
Breaking Barriers: 10 Entrepreneurial Women Share Their Stories and A Diary of Change 12 Personal Tools.
Join Trish as she trades a pen for paintbrush!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Trish Tonaj
Share Your Story With Us!
Business Mentorship; Keepin' It Real - YouTube
Books: https://amzn.to/3fklusf
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“I took longer than I needed to build confidence in myself.” - Chris Hutchinson
Chris is a Partner and Senior Vice President with Ernst & Young Orenda Corporate Finance Inc. and has over 15 years of transaction experience. He is focused exclusively on private company transactions providing advisory services including mergers and acquisitions, financial due diligence, and valuation services.
Chris’ work has spanned a wide range of industries, including transportation and logistics, business services, consumer products, and technology. Chris previously spent two years in EY’s Private assurance practice. Chris is regularly published on trends in private company transactions, and participates and is a regular presenter on EY’s Private Company Webcast Series.
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SELECTED LINKS FOR THIS EPISODE
Chris Hutchinson - EY Orenda Corporate Finance Inc. Senior Vice President
Chris Hutchinson - Partner - EY | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Be patient." - Mark Raffan
Mark Raffan is the Founder & CEO of Negotiations Ninja, World-Class Negotiation Training Tailored to Your Needs.
Mark is an entrepreneur, sales and procurement veteran, podcast host, speaker, and recognized negotiation expert.
Mark has led c-suite negotiations for many years for a variety of companies and industries. Now running his own negotiations training company, Mark utilizes his extensive speaking experience to deliver engaging, usable, and market-relevant training to an under-served market.
He is the co-host of the two incredible podcasts Negotiations Ninja Podcast (one of the top negotiations podcasts in the world) and Content Callout (about B2B content marketing).
Mark is an expert in influence, persuasion, and negotiation and has coached executives and teams in some of the largest companies in the world, he has been referenced in Entrepreneur, Forbes, Thrive Global, and many other publications.
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Mark Raffan (@MarkRaffan) / Twitter
Mark Raffan - Harvard University - Calgary, Alberta, Canada | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Eat real food.” - Dr. Philip Ovadia
Conducting over 3,000 heart surgeries taught Dr. Philip Ovadia that good health comes from lifestyle and nutrition, not from surgery. He is now on a mission to help people stay off his operating table by giving them the tools and mindset to never need a heart surgeon.
After growing up in New York, Dr. Ovadia graduated from the accelerated Pre-Med/Med program at the Pennsylvania State University and Jefferson Medical College (now Sidney Kimmel School of Medicine at Thomas Jefferson University). He then went on to complete a Residency in General Surgery at the University of Medicine and Dentistry of New Jersey - Robert Wood Johnson Medical School and a Fellowship in Cardiothoracic Surgery at Tufts-New England Medical School.
Dr. Ovadia has practiced Cardiothoracic Surgery in Beaver, PA and Clearwater, Florida. In 2020 he established Ovadia Cardiothoracic Surgery and now works as an independent contractor Cardiothoracic Surgeon in various locations throughout the United States.
Dr. Ovadia has also established Ovadia Heart Health, a Telehealth practice that focuses on the prevention and treatment of metabolic and heart disease utilizing lifestyle and dietary modification. He incorporates his hands-on, clinical experience with heart disease and the personal insights he has gained in his own struggle with obesity and poor metabolic health.
Dr. Ovadia is board certified in Cardiothoracic Surgery and General Surgery. He is a Fellow of the American College of Surgeons and is a founding member of the Society of Metabolic Health Practitioners.
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
I Fix Hearts
Heart Surgeon Dr. Philip Ovadia (@ifixhearts) / Twitter
Heart Surgeon Dr. Philip Ovadia (@ovadia_heart_health) • Instagram photos and videos
I Fix Hearts by Dr. Ovadia - YouTube
Philip Ovadia - Medical Advisory Board Member - Ultrahuman | LinkedIn
How Dr. Ovadia Will Optimize Your Health And Keep You Off His Operating Table (#197)
Book: Stay off My Operating Table: A Heart Surgeon’s Metabolic Health Guide to Lose Weight, Prevent Disease, and Feel Your Best Every Day - Kindle edition by Ovadia, Philip. Cookbooks, Food & Wine Kindle eBooks @ Amazon.
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“For all Sprinters, the people who build something bigger than themselves, who shift from star to Galaxy keep rolling.” - Simon Severino
Simon Severino helps business owners in SaaS and Services run their company more effectively which results in sales that soar. Trusted by Google, Roche, Consilience Ventures, Amgen, AbbVie. He created the Strategy Sprints™ Method that doubles revenue in 90 days by getting owners out of the weeds. TEDx speaker, Contributor to Forbes and Entrepreneur Magazine, member of the SVBS Silicon Valley Blockchain Society.
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Strategy Sprints
Strategy Sprints (@strategysprints) • Instagram photos and videos
Strategy Sprints - Facebook
Strategy Sprints - YouTube
🐆 Simon Severino - Business Strategy Advisor - Strategy Sprints GmbH | LinkedIn
Book : Amazon.com: Strategy Sprints: 12 Ways to Accelerate Growth for an Agile Business
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast[at]deepwealth[dot]com
Help us pay it forward by leaving a review.
Here's to you and your success!
As always, please stay healthy and safe.
“Stand on the shoulders of giants.” - Virgie Bright Ellington
Virgie Bright Ellington, MD, is an internal medicine physician and medical billing expert. A dedicated patient advocate, she earned her degree at the University of Michigan Medical School and trained at the Cambridge Hospital of Harvard Medical School. After practicing more than 20 years in primary care and psychiatric settings and as a health insurance executive, Dr. Virgie helps patients maximize billing accuracy and avoid financial devastation. Learn more at www.crushmedicaldebt.com.
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Crush Medical Debt
Patient Advocate Foundation
Book: What Your Doctor Wants You to Know to Crush Medical Debt: A Health System Insider's 3 Steps to Protect Yourself from America's #1 Cause of Bankruptcy
dr.virgie@crushmedicaldebt.com
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
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“It's not about me, it's about us.” - Emmitt Nantz
Emmitt Nantz has been part of the veterinary family for nearly two decades and is driven by a personal mission to make the veterinary domain better. Emmitt spent 12 years working at Banfield starting out as a single-site hospital manager. Having majored in agriculture management and business, he expanded his education to include an MBA, a Black Belt in Six Sigma and a Project Management Certification. Emmitt applied these learnings by creating large-scale operational improvements for the entire Banfield network with a focus on improving employee and client satisfaction. He is now the Chief Operating Officer at Galaxy Vets, a veterinary healthcare system co-owned by its employees.
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Galaxy Vets
emmitt@galaxyvets.com
Galaxy Vets | Veterinary Healthcare System (@galaxyvets) • Instagram photos and videos
Galaxy Vets - Home | Facebook
Galaxy Vets - YouTube
Emmitt Nantz - Portland, Oregon, United States | Professional Profile | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
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“Show me your friends and I'll show you your future.” - Alan Wozniak
Alan Wozniak, CIAQP, CIEC former president/CEO and founder of Pure Air Control Services, Inc. in Clearwater, Florida an environmental / HVAC Mechanical Firm established in 1984 with divisions including: Building Sciences, Environmental Diagnostics laboratory and Building remediation group. In 2021, he successfully managed the sale of the firm to a Fortune 500 organization, RPM International.
Pure Air Control Services is a provider of indoor environmental services in over 19,000 facilities covering 900 million sq. ft. both nationally and internationally and is one of the largest full services, comprehensive healthy building indoor environmental firms in the nation with heavy experience in governments, healthcare, higher education, lower education, commercial and entertainment markets.
Mr. Wozniak has authored numerous articles on IAQ, is a NEWSWEEK Magazine Expert Author, has been guest lecturer on many webinars, podcasts, workshops and at IAQ symposia
Some of Mr. Wozniak’s many accomplishments include leading the firm to:
•INC 500 national list 4 years in a row
•370% growth in the past 5 years
•Tampa Bay FAST 50 – bay area fastest growing private firms
•Tampa Bay Business Journal – MBE Top 25
•National Hispanic Businesses - Top 500
•Frost & Sullivan – Product Differentiation Innovation Award for its Solutions for Improving IAQ
• Provided the management and oversight of the M&A selling his firm for 17.5X EBITDA
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Pure Air Control Services
Business Health Matters
Alan Wozniak, CEC, CIAQP, CIEC, - President - Business Health Matters - Executive Coaching | LinkedIn
Thought Leader And Post-Exit Entrepreneur Alan Wozniak On How To Create Massive Success (#170)
Cockroach Startups: What You Need To Know To Succeed And Prosper
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"Guide me to the fun in life and to the freedom in life." - Stevie Aylsworth
Stevie Aylsworth has been making a difference in the recruitment world for over 15 years. He has created and led recruitment teams that have delivered well over a thousand placements globally.
His experience in sales and management is crucial in shaping TriSearch as one of the industry leaders in innovative recruitment.
Built on the principle of providing talents recruitment with intention, TriSearch is a full-service talent solutions firm with paradigm shifting managed recruitment services delivered with speed, quality, and value. TriSearch's commitment to precision, original research, and transparency is what sets it apart.
Possessing deep human resource experience is what allows TriSearch to be successful at all levels and across all functional areas through the United States, Canada and Europe. Before TriSearch Stevie was formerly a key executive and co-founder at TriWorth and Managing Director of the West Coast division of Job Plex. Stevie graduated from Lehigh University with a B.S. in finance.
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TriSearch
saylsworth@trisearch.com
Stevie Aylsworth - Head of Partnerships & Co-Founder - TriSearch | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
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"This company is going to grow one handshake at a time." - Charles Mayfield
Farrow founder Charles Mayfield’s interest in clean food began when, as a personal trainer, he began researching nutrition to help his clients reach their fitness goals—and eventually co-authored three paleo cookbooks.
The more Charles learned, the more he realized it’s not just the kinds of food we eat that impacts our health, but also the way that food is grown. He spent years researching farming techniques that are better for the environment and for the welfare of the animals. And when he learned about regenerative farming, he was hooked.
Charles' vision for Farrow Skincare is to operate at a scale that’s more human than machine and create jobs that support the community. Charles plans to leverage the success of both businesses to build awareness and support for regenerative farming and create opportunities for other regenerative farmers to bring their sustainably grown products to market.
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SPECIAL 15% DISCOUNT: https://farrow.life/deepwealth
Farrow Skincare
Farrow Skin Health (@FarrowLife) / Twitter
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Farrow Skin / Facebook
Farrow Skincare / Youtube
Farrow Skincare / LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
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“People don't buy into the message until they buy into the messenger." - Michael Burt
Coach Micheal Burt is considered “America’s Coach,” a unique blend of a former championship basketball coach combined with a deep methodology of inner-engineering people to produce at a higher level in the business world. Coach Burt found his unique voice early in life at the age of 15 by starting his basketball coaching career with a junior pro basketball team.
He is the author of 17 books and an international speaker who holds the world record for the most speaking engagements in 24 hours.
He has coached 1000’s of top-performing individuals and businesses around the world.
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Book: Flip the Switch: Activate Your Drive to Achieve a Freakish Level of Success: Burt, Coach Micheal
coach@coachburt.com
Coach Micheal Burt
Coach Micheal Burt (@michealburt) • Instagram photos and videos
Coach Micheal Burt | Murfreesboro TN
Coach Micheal Burt - YouTube
https://tictok.com/therealcoachburt
Cockroach Startups: What You Need To Know To Succeed And Prosper
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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 by 10X.
How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event? Jeffrey created the 9-step roadmap of preparation for a liquidity event.
The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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.
Please enjoy!
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Article: Having A Liquidity Event? Here's How To Capture The Best Enterprise Value
Bharat Kanodia On Everything You Need To Know About Valuations But Probably Don't (#116)
The Deep Wealth Sell My Business Podcast
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
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“Sales is the life skill that you need to help you reach your professional goals." - Cindy McGovern
Known as the “First Lady of Sales” Dr. Cindy has worked with major organizations for the last 14 years to not only help them grow, but also turn their human capital into confident salespeople at every level of their company. Using tools from her Doctorate in Organizational Communication and years of consulting, Dr. Cindy developed sales cultures across various industries to change human behavior at a fundamental level.
Top-rated speaker, bestselling author, Forbes contributor, and valued consultant, Dr. Cindy is the CEO and Founder of Orange Leaf Consulting, and the author of the Wall Street Journal bestseller, Every Job is a Sales Job.
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drcindy[at]drcindy[dot]com
Every Job Is A Sales Job: How To Use The Art Of Selling To Win At Work
Dr. Cindy McGovern
Dr. Cindy (@1stladyofsales) / Twitter
Dr Cindy McGovern (@1stladyofsales) • Instagram photos and videos
Dr Cindy McGovern - Facbook
Dr. Cindy McGovern - YouTube
Dr. Cindy McGovern - Chief Executive Officer - Orange Leaf Academy | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
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“Double down on mentorship. Figure out who the smartest, the most moral and ethical, the most integral people are. And try and get close to them.” - John Berardi
John Berardi is a Canadian-American entrepreneur best known as the co-founder of Precision Nutrition, the world’s largest nutrition coaching, education, and software company.
He's also the founder of Change Maker Academy, devoted to helping would-be change makers turn their passion for health and fitness into a powerful purpose and a wildly successful career.
And he hosted the popular Dr John Berardi Show on Apple Podcasts.
Over the last 15 years he's advised Apple, Equinox, Nike, and Titleist, as well as the San Antonio Spurs, Carolina Panthers, US Open Champ Sloane Stephens, and 2-division UFC Champ Georges St. Pierre.
He's also been named one of the 20 smartest coaches in the world and 100 most influential people in health and fitness.
He currently lives in Ontario, Canada with his wife and four children, although they tend to escape the cold Canadian winters by spending January to April in warmer places.
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john@precisionnutrition.com
John Berardi
Dr. John Berardi (@drjohnberardi) • Instagram photos and videos
Dr. John Berardi | Toronto ON
The Dr. John Berardi Show | LinkedIn
https://amzn.to/3gKlS3s
https://amzn.to/3Fh0YDm
https://amzn.to/3Ty8spP
John Berardi On How To Be A Change Maker For Massive Success In Both Business And Life (#155) | The Deep Wealth Podcast hosted by Jeffrey Feldberg
Amazon.com: John Berardi: books, biography, latest update
Precision Nutrition
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
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"Look for a mentor today to help you avoid mistakes tomorrow." - Steve Wells"Mentorship is the secret sauce for success in business and life." - Jeffrey Feldberg
Jeffrey Feldberg and Steve Wells are the co-founders of Deep Wealth. The M&A journey for Jeffrey and Steve began when they said "no" to a 7-figure and "yes" to mastering the art and science of a liquidity event. Jeffrey and Steve said "yes" to a 9-figure offer two years later. During the process, Jeffrey and Steve increased his company value by 10X.
How did this dynamic duo increase company value 10X and go to a 9-figure liquidity event? Enter the 9-step roadmap of preparation for a liquidity event. The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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.
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SELECTED LINKS FOR THIS EPISODEThe Deep Wealth Podcat100th episode
A.J. Wasserstein podcast on how to optimize your life for happiness
A.J. Wasserstein's case note: What’s Next The Entrepreneur’s Epilogue and the Paradox of Success
The Deep Wealth Experience
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
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“To build a very successful company, it cannot be done in two years, probably a decade if not more.” - Allen Lau
Allen Lau is a visionary serial entrepreneur, a leader in Canada’s tech community, and a sought-after speaker and authoritative voice on entrepreneurship, the innovation economy, and the benefits of a diverse workforce.
Allen is the co-founder of Wattpad, the global multi-platform entertainment company for original stories and leading social storytelling platform. In his previous role as CEO, Allen led an international team with the inspiring vision to leverage groundbreaking technology to disrupt the entertainment industry while empowering diverse voices.
After raising USD $120 million from VCs in Silicon Valley, New York, Canada, and Asia, in 2021 Wattpad was acquired by South Korean internet conglomerate Naver, in a deal valued at more than USD $600 million.
Today, as Executive Advisor to WEBTOON and Wattpad, Allen’s strategic counsel and world-renowned expertise is shaping the future of webnovels and new fiction formats.
Under Allen’s leadership, Wattpad grew into a community of nearly 100 million people with more than a billion uploads on the platform. Thousands of Wattpad stories have been adapted for other platforms and gone on to become blockbuster movies and #1 Netflix hits, Emmy-nominated television series, and bestselling books around the world.
Allen is a board member of the Toronto International Film Festival (TIFF), a cultural organization with a mission to transform the way people see the world through film. Allen also sits on the board for MaRS Discovery District, North America’s largest urban innovation hub. As a board member, Allen joins MaRS in supporting high-growth startups and scale-ups to drive breakthrough discoveries, grow the economy, and make an impact by solving real problems for real people.
A leader in Canada’s technology sector Allen is a member of the Canadian Council of Innovators, a lobby group that advances the interests of Canadian technology companies at all levels of government. He is also the co-founder of Two Small Fish Ventures, a fund that invests in early-stage internet companies with strong network effects.
Allen received his Bachelor and Master degrees from the University of Toronto’s Electrical Engineering program.
In 2020, he was inducted into the Engineering Alumni Hall of Distinction of the University of Toronto. He was twice named one of the Top 50 Most Influential People by Toronto Life.
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fallen[at]wattpad[dot]com
Wattpad
Allen Lau - Twitter
Cockroach Startups: What You Need To Know To Succeed And Prosper
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“Really listen and stop thinking that you know it all. Stop thinking you have all the answers, and the sooner that you can do that, the more abundant your life is gonna become.” -George Morris
George Morris is a Certified Scaling Up Coach and lifelong entrepreneur. He found his success running his digital agency, Imulus. Co-Founded TEDxBoulder, is a Techstars Alumni and former President of the Entrepreneur Organization, Colorado Chapter.
George has walked the entrepreneur's journey from zero business experience and starting up during awful economic conditions in the dotcom crash, to building a best place to work and a fastest growing company. He happily shares his mistakes and lessons learned with his coaching clients. George is adamant that business fundamentals unlock the potential of teams and organizations. Too many times companies pile on unnecessary tasks, projects, and systems that slow down their growth. He helps companies shed organizational debt to accelerate their growth by focusing on the goals and the actions needed to get there.
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george@gmorris.com
GMORRIS
George Morris (@gmorris) / Twitter
George Morris (@gmorris) • Instagram photos and videos
George Morris - Facebook
George Morris - Business Coach - GMORRIS Certified Scaling Up Implementer & Coach | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
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“Be more curious and to really question dogma more often.” -Philip Ovadia
Conducting over 3,000 heart surgeries taught Dr. Philip Ovadia that good health comes from lifestyle and nutrition, not from surgery. He is now on a mission to help people stay off his operating table by giving them the tools and mindset to never need a heart surgeon.
After growing up in New York, Dr. Ovadia graduated from the accelerated Pre-Med/Med program at the Pennsylvania State University and Jefferson Medical College (now Sidney Kimmel School of Medicine at Thomas Jefferson University). He then went on to complete a Residency in General Surgery at the University of Medicine and Dentistry of New Jersey - Robert Wood Johnson Medical School and a Fellowship in Cardiothoracic Surgery at Tufts-New England Medical School.
Dr. Ovadia has practiced Cardiothoracic Surgery in Beaver, PA and Clearwater, Florida. In 2020 he established Ovadia Cardiothoracic Surgery and now works as an independent contractor Cardiothoracic Surgeon in various locations throughout the United States.
In an effort to overcome his lifelong struggle with obesity, Dr. Ovadia adopted a low-carbohydrate focused way of eating in 2015. He has maintained a weight loss of nearly 100 pounds and since March, 2019 has maintained a mostly carnivorous way of eating. He has extensively researched the health benefits of low-carb with a focus on heart health through many hours of reading the medical literature, books and listening to podcasts, as well as personal discussions with many of the physician leaders and citizen scientists involved in the low-carb movement. In his recent book, Stay Off My Operating Table, Dr. Ovadia discusses the principles of optimizing metabolic health to prevent heart disease and other chronic diseases. He also hosts the Stay Off My Operating Table Podcast, is a frequent guest on other podcasts focused on metabolic and heart health, and has delivered lectures at conferences focused on metabolic health.
Dr. Ovadia has also established Ovadia Heart Health, a Telehealth practice that focuses on the prevention and treatment of metabolic and heart disease utilizing lifestyle and dietary modification. He incorporates his hands-on, clinical experience with heart disease and the personal insights he has gained in his own struggle with obesity and poor metabolic health.
Dr. Ovadia is board certified in Cardiothoracic Surgery and General Surgery. He is a Fellow of the American College of Surgeons and is a founding member of the Society of Metabolic Health Practitioners.
Dr. Ovadia currently lives in Florida with his wonderful wife and 2 amazing daughters.
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philip.ovadia@ovadiahearthealth.com
Ovadia Heart Health
Heart Surgeon Dr. Philip Ovadia (@ifixhearts) / Twitter
Heart Surgeon Dr. Philip Ovadia (@ovadia_heart_health) • Instagram photos and videos
Ovadia Heart Health - YouTube
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"The first step to feeling better is making the commitment to live better." - Amir Siddiqui
Amir Siddiqui is a yogi, life coach in the making, and a fierce advocate for personal growth. After a series of both educational and professional failures, he became angry, depressed, and suicidal before hitting rock bottom in 2014. Knowing he needed to turn his life around or he’d never make it, Amir spent close to a decade acquiring the knowledge and implementing lessons to transform his mind, body, and soul. He now strives to help others overcome depression, negative thought patterns, and destructive programming to fully develop their potential for happy, healthy lives. Learn more online: www.fromsuicidaltoserene.com.
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siddiqui_amir@hotmail.com
From Suicidal to Serene
https://www.instagram.com/amirsiddiqui337/
https://www.facebook.com/AuthorAmirSiddiqui/
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
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“I know what the next thing is gonna be coming in business or in my life. I've always had some of those premonitions, or at least ideas I think are right and they've come true a lot of the time. I think if I've leaned into them harder then things would've gone, even faster or more interesting than they already have.” - Oren Schauble
Oren is a serial entrepreneur and builder. He served for years as president of Unrivaled Brands, a public west coast cannabis MSO.
Oren is a founding partner of Guinn Partners, a successful high-tech product development agency in Austin, TX. He served in leadership and advisory roles in marketing at startups such as TrackingPoint, Lift Foils, 3DR, Hangar Technology and more.
Oren co-hosts a Top 100 entrepreneurship podcast about building businesses, products and interesting lives called 'Builders Build'
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Product World
Oren John 🛠,🛠 (@orenmeetsworld) / Twitter
Oren John 🛠,🛠 (@orenmeetsworld) • Instagram photos and videos
Oren John Schauble - Director, Product & Brand - Consensus Holdings | LinkedIn
Builders Build
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
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“Just because the existing system doesn't work for you doesn't mean that there is no system that does.” - Beate Chelette
Beate Chelette is the Growth Architect and Founder of The Women’s Code and provides visionaries and leaders with strategies that grow your authority so that they can scale their impact.
A first-generation immigrant who found herself $135,000 in debt as a single parent, Beate bootstrapped her passion for photography into a highly successful global business and eventually sold it to Bill Gates in a multimillion-dollar deal. She is amongst the “Top 100 Global Thought Leaders” by PeopleHum and “One of 50 Must-Follow Women Entrepreneurs” by HuffPost.
Recent clients include Amazon, Reckitt (the maker of Lysol), Chevron, Merck, Johnson & Johnson, the Women’s Legislative Caucus of California Cal State University Dominguez Hills, Shelter Inc., Mental Health First Aid and thousands of small businesses.
Beate is the author of the #1 International Award-Winning Amazon Bestseller “Happy Woman Happy World – How to Go from Overwhelmed to Awesome”–a book that corporate trainer and best-selling author Brian Tracy calls “a handbook for every woman who wants health, success and a fulfilling career.”
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bc@beatechelette.com
Beate Chelette
https://twitter.com/BeateChelette/
Beate Chelette (@beatechelette) • Instagram photos and videos
Growth Architect - Home | Facebook
Growth Architect - YouTube
Beate Chelette - Growth Architect
Business Growth Architect Show Podcast on Amazon Music
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“You are a lot smarter than you think. Trust who you are.” - Jennifer Rurka
JENNIFER RURKA is a perception facilitator and yoga instructor. She enjoys working one-on-one with clients and wants to help them find freedom from their pasts and the strength to move forward. In her book, Soul Center, Jennifer shares her life experiences and the tools she used to overcome the buried trauma driving her emotions, thoughts, and behaviors. Jennifer was born in Calgary, Alberta, Canada. She has been writing for as long as she can remember and enjoys nature and walking her dogs.
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jack1977@live.ca
https://www.jenniferrurka.com
Jennifer Rurka (@jenrurka) • Instagram photos and videos
Soul Center: The See It Through Method to Take Control of Your Emotions, Heal Your Past, and Live a Soulful Life: Rurka, Jennifer
Cockroach Startups: What You Need To Know To Succeed And Prosper
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“Listen to your body. We have many answers that come from within if you're willing to listen.” - Lauren Sambataro
Renee Belz, CNS with a Master’s degree in Nutrition, and Lauren Sambataro, CHEK and Functional Diagnostic Practitioner, are sisters and avid educators of metabolic health optimization through diagnostic lab testing and strategic and achievable nutrition & lifestyle interventions.
Lauren and Renee grew up in a health-driven family that prioritized the fundamentals of wellness and self-care (don’t worry, there was lots of mac n’ cheese and peanut butter and jelly sandwiches!). Their father, Gene Sambataro, The Original Biohacker and pioneer of Holistic Dentistry, taught them the importance of individualization, curiosity and experimentation from a very young age.
Coming together as health entrepreneurs, Lauren & Renee feel a strong passion and drive to not only share each of their journeys towards wellness, but their strategy and motivation to discover our unique bodies through the world of biohacking.
Their podcast, the Biohacker Babes, aims to create insight into the body’s natural healing abilities, strengthen your intuition, and empower you with techniques and modalities to optimize your health and wellness.
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biohackerbabes@gmail.com
https://www.biohackerbabes.com
WOMEN’S HEALTH & BIOHACKING (@biohacker_babes) • Instagram photos and videos
Biohacker Babes | New York NY
Lauren & Renee - YouTube
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast@deepwealth.com
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Here's to you and your success!
“Lessons learned looking back, so you can look forward.” - Bryan Sweet
As a Forbes Best-in-State Wealth Advisor for multiple years running, Bryan has been on the mission to help people live their retirement dreams since the start of his career in financial services back in 1979. It is because of this that he created his proprietary The Dream Architect™, which not only helps his clients maximize their distribution planning in retirement, but also helps them strive for and accomplish their biggest dreams.
For the Right For You Advisor Guide email miranda@sweetfinancial.com
With Bryan’s vast industry experience, he is also partnered in multiple entities including Ultimate Advisor Coaching and the Elite Wealth Advisor Symposium, which both support high-performing financial advisors across the United States in the growth and scaling of their businesses. He and his partners do this through teachings on team engagement, marketing, automation, best practices, and all that it takes to build a high-class and scalable advisory practice.
The bottom line is that Bryan thrives on helping others experience the growth and freedom that he has created in building a world-class financial services practice, all while living the life of his dreams.
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SELECTED LINKS FOR THIS EPISODE
bryan@sweetfinancial.com
miranda@sweetfinancial.com
Sweet Financial website
Brittany Anderson On Finding Your Financial Dream Architect Today So You Can Prosper Tomorrow (#141) | The Deep Wealth Sell My Business Podcast
Sweet Financial Partners - YouTube
Wealth Advisor Bryan Sweet On How To Optimize Your Life For Happiness Through The Dream Architect Platform (#158)
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast@deepwealth.com
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Here's to you and your success!
"I'm thankful that I got just enough time with my dad to understand what the cream rises to the top actually means." - Justin Breen
Justin Breen is the founder and CEO of BrEpic Communications LLC, a public relations company that works exclusively with visionaries and exceptional businesses around the world. Although BrEpic Communications is a public relations firm - Justin still considers himself a journalist- which is how he started out in his career.
Breen is hard-wired to seek out and create viral, thought-provoking stories that the media craves, and he finds the best stories when he networks with visionary entrepreneurs and executives who understand the value of investing in themselves and their businesses.
In May 2020, Justin published his first book, Epic Business. The book details 30 lessons that he’s learned working with some of the top entrepreneurs in the world and outlines how he has applied their wisdom to his company.
Justin attended the University of Illinois, where he received his Bachelor of Science in News and Editorial Journalism. In 2020 his company was a winner of the Silver Trumpet award from the Publicity Club of Chicago.
Justin resides in the Greater Chicago area with his wife, Sarah, and two children, Jake and Chase.
Please enjoy!
SELECTED LINKS FOR THIS EPISODE
Justin Breen on Episode 87 of The Sell My Business Podcast
Justin Breen on Episode 77 of The Sell My Business Podcast
Justin Breen on Amazon
Justin Breen on LinkedIn
Justin's book Epic Business: 30 Secrets to Build Your Business
Exponentially and Give You the Freedom to Live the Life You Want!
BrEpic Communications LLC website
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast@deepwealth.com
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"I love watching change." - Jerry Cahn
Jerry Cahn's unique skill-set as a psychologist, attorney, entrepreneur and professor, enables him to take both the person and the system into account.Jerry works with individuals and companies to challenge growth-limiting ideas to develop and implement innovative solutions.
As Chairman of CEO Advisory Boards at Vistage, Jerry combines his first-hand experience of “doing” which is founding, building and improving organizations, with his expertise in coaching, strategic consulting and teaching. Jerry feels privileged to work with smart CEOs and business developers who want more success, want to grow and minimize wasted time by capitalizing on opportunities and avoiding costly mistakes.
Through executive coaching, Jerry focuses on how to become a more effective leader. At Vistage meetings, Jerry challenge the members to share, collaborate and generate new ideas. The “magic” of peer advisory takes place when members hear new and different perspectives that lead to a much better solution than the member was originally considering.
As a personality and social psychologist and policy-focused attorney, Jerry has had the opportunity to engage in many areas including: the first national evaluation of handicapped children’s needs for Head Start services; teen support groups; health care issues on Capitol Hill and all sectors of the economy; presentation-focused technology and consulting companies; and IR/PR firms. Jerry teaches in universities and has sponsored mentoring internships to over 600 global students. Today Jerry devotes his energy to helping mature adults unleash their potential with “Age Brilliantly”, a community platform for people who want to lead fulfilling lives to 100+.
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SELECTED LINKS FOR THIS EPISODE
jcahn@agebrilliantly.org
Jerry Cahn, Ph.D., J.D. - Official Member - Forbes Business Council | LinkedIn
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast@deepwealth.com
Help us pay it forward by leaving a review.
Here's to you and your success!
“Transform the ordinary into extraordinary by sharing the "why" of your actions.” - 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 by 10X.
How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event? Jeffrey created the 9-step roadmap of preparation for a liquidity event.
The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Article: Having A Liquidity Event? Here's How To Capture The Best Enterprise Value
Bharat Kanodia On Everything You Need To Know About Valuations But Probably Don't (#116)
The Deep Wealth Sell My Business Podcast
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast@deepwealth.com
Help us pay it forward by leaving a review.
Here's to you and your success!
“You have to learn early focus on what you can do.” - Genady Knizhnik
Genady Knizhnik is a passionate technical and organizational leader with entrepreneurial and corporate experience. Genady spent years in the Israeli start-up scene prior to moving to Canada. In Canada, Genady co-founded a technology company, which was eventually acquired.
During his tenure at Agfa HealthCare, Genady´s expertise and entrepreneurial drive lead to his appointment as the Business Development Director for all of Europe, the Middle-East and Africa (EMEA). Following the appointment, he and his family resided in Belgium for 3 years. In his role, Genady was responsible for delivering multi-million dollar sales objectives and in charge of developing sales capabilities of a new product portfolio across the region.
Through his extensive travel, Genady has developed a firm belief that HealthCare and Education are the most important tenets of a prosperous society. Today, Genady spends his professional time dedicated to improving people´s lives through technology across these two domains. Genady now lives in Toronto and is a devoted husband and father of two daughters. He is an avid sailor and sports enthusiast and enjoys world travel with his family. Genady holds an MBA from Richard Ivey School of Business and a BSc in Information Technology from Israel Institute of Technology (“Technion”)
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SELECTED LINKS FOR THIS EPISODE
genady@botpublishing.com
LillyPad.ai
https://amzn.to/3FphnWm
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast@deepwealth.com
Help us pay it forward by leaving a review.
Here's to you and your success!
“Leap a little bit further because you will have leaped and you will have failed, but you got up every time and you got up stronger, and so let's accelerate that education” - Tim Redmond
For over 35 years, Tim Redmond has been growing highly successful businesses including his work at PriceWaterhouseCoopers, growing a software company from 2 to 400 employees then selling it to Intuit, Inc. and helping over thousands of business owners gain time and financial freedom. Tim is also an author and speaker throughout the world whose leadership maxims have been featured in John Maxwell’s 21 Irrefutable Laws of Leadership.
He currently leads one of the most successful business growth coaching firms in the world whose team has led over 1500 business owners through their unique and powerful processes to improve all areas of their business to more than double revenues, triple profits and realign their businesses to releases the owners to boldly live their purpose, love their families and better serve their communities.
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SELECTED LINKS FOR THIS EPISODE
tim@redmondgrowth.com
Redmond Growth Consulting
Tim Redmond (@TimRedmond) / Twitter
Redmond Growth Consulting (@redmondgrowth) • Instagram photos and videos
Redmond Growth Consulting: Marketing for Contractors | Tulsa OK
Redmond Growth Consulting - YouTube
Tim Redmond - CEO - Redmond Growth Consulting | LinkedIn
The Deep Wealth Sell My Business Podcast
https://www.amazon.com/Dave-Bookbinder/e/B075SDJ12F/ref=dp_byline_cont_ebooks_1
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast@deepwealth.com
Help us pay it forward by leaving a review.
Here's to you and your success!
“Fundamentals matter.” - Dave Bookbinder
Dave is a Managing Director at B. Riley Advisory Services, with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.
Dave is the author of a #1 best-selling book about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals.
Dave is also the host of Behind The Numbers, the show that digs deeper to understand what matters most in business. The show is enjoyed in 74 countries and ranks in the top 5% of all programs globally.
Dave writes about finance and leadership as a contributor at CFO University, TLNT.com, Thrive Global and the Enterprise Engagement Alliance. He is also a former contributor to the business section of the HuffPost.
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SELECTED LINKS FOR THIS EPISODE
dbookbinder@brileyfin.com
The New ROI
Dave Bookbinder (@dbookbinder) / Twitter
Dave Bookbinder (@dave.bookbinder) • Instagram photos and videos
https://www.facebook.com/DavidLBookbinder/
Dave Bookbinder - Principal CEO - New ROI Advisors | LinkedIn
The Deep Wealth Sell My Business Podcast
https://www.amazon.com/Dave-Bookbinder/e/B075SDJ12F/ref=dp_byline_cont_ebooks_1
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast@deepwealth.com
Help us pay it forward by leaving a review.
Here's to you and your success!
“It's okay not to be perfect.” - Lance Belline
Lance is a certified financial planner who has been helping individuals and families take control of their wealth for over 20 years. Throughout most of his career as a CFP, Lance creates financial plans, helps clients stay on track, and ensures that clients are adequately insured.
Now Lance have decided to break the mold. Instead of helping people reach their financial goals, and wants to help you thrive by reducing or eliminating the amount of wealth you pay to the IRS.
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Lance@LHFinancial.ne
Lance Belline
http://www.legacyletterchallenge.com/lancebelline
Parable
https://amzn.to/3NlfOuG
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast@deepwealth.com
Help us pay it forward by leaving a review.
Here's to you and your success!
“Transform the ordinary into extraordinary by sharing the "why" of your actions.” - Jeffrey Feldberg
Do you know why you must master and understand the buyer mindset when selling your business?
Most business owners make the fatal mistake of thinking only about themselves. From a buyer’s perspective, this is both selfish and flawed.
What can you do?
Five powerful strategies help you understand the buyer mindset. At the same time, these five strategies have you resonate with buyers and stand out from the crowd.
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 by 10X.
How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event? Jeffrey created the 9-step roadmap of preparation for a liquidity event.
The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Article: Having A Liquidity Event? Here's How To Capture The Best Enterprise Value
Bharat Kanodia On Everything You Need To Know About Valuations But Probably Don't (#116)
The Deep Wealth Sell My Business Podcast
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast@deepwealth.com
Help us pay it forward by leaving a review.
Here's to you and your success!
“Don't put off you dreams for tomorrow when you can do it today.” - Chris Morton
Chris Morton is an operating partner at Orchid Black. Chris launches and accelerates the profitable growth of companies by creatively mapping technology to successful business models and market penetration strategies, leveraging industry partnerships, and securing institutional and strategic investment.
Highlights for Chris include being the co-founder of SkyCross which sold over 750 million antennas and was later acquired by Airgain.
Chris is also the co-founder of Mesh Networks which was acquired by Motorola and has also raised over $85 million in capital. Chris was awarded the GE Doctoral Fellowship and the Cade Prize for Company Innovation and Leadership.
Community involvement for Chris includes being the former Chairman and now Advisory Board for a Grove Florida and a member of the Executive Committee of Orlando Tech Council.
When it comes to business advice, Chris says, know your strengths and limitations. Be open to feedback and new ideas and hire accordingly. Chris's bucket list includes traveling to Egypt, learning about the structure and uses of DNA from experts, and learning to play the electric guitar when he isn't playing the drums. Chris earned his Ph.D. from the University of Pennsylvania in Communication Systems.
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SELECTED LINKS FOR THIS EPISODE
cm@orchid.black
Orchid Black
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast@deepwealth.com
Help us pay it forward by leaving a review.
Here's to you and your success!
“Take a breath, move forward, and make sure that you're leaning into environmental and natural resources issues in a way that listens to other people.” - Sybil Ackerman
Sybil Ackerman-Munson has 20 years of experience as a nonprofit professional and foundation advisor who works with philanthropic institutions and foundations interested in successful, high-impact grant making, to help you make a true and lasting positive contribution to the world on your terms.
Sybil knows what it’s like to be a grantee as she spent over ten years working at environmental nonprofits before transitioning to foundation advisor.
In her early career, Sybil chose to work in the nonprofit sector because she saw it as a place where she could make a positive impact on the world. Sybil raised money for programs and directed major campaigns to safeguard and steward land and water resources.
Sybil decided to transition to working as a foundation advisor when the Trustees at Lazar Foundation, a supporter of her work as a nonprofit professional, recruited her to be their Executive Director. Over time, more and more donors asked for Sybil's assistance which had her launch her own business to help donors give money away effectively. Lazar Foundation remains a client that Sybil services to this day.
For Sybil there is no better career than helping donors give to the nonprofits they care so much about.
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SELECTED LINKS FOR THIS EPISODE
sybil@doyourgood.com
DoYourGood.com
Do Your Good | Philanthropy for Funders & Nonprofits (@doyourgood) • Instagram photos and videos
Do Your Good - Home | Facebook
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast@deepwealth.com
Help us pay it forward by leaving a review.
Here's to you and your success!
Matthew Hunt is a serial entrepreneur, B2B sales and marketing expert, and coach to company CEOs, marketing directors, and entrepreneurs.
His extensive experience of over a decade of helping B2B companies succeed in sales and marketing has driven him to create several seven-figure businesses, and he's just getting started. His company Automation Wolf is known for helping clients generate a full month of LinkedIn content in just one hour per week.
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
prexie@podcastvirtuoso.com
Automation Wolf
Matthew Hunt (@matthewhuntme) / Twitter
Matthew Hunt (@mjhunt) • Instagram photos and videos
https://www.facebook.com/matthewhunt
Matthew Hunt - Founder - Automation Wolf | LinkedIn
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast@deepwealth.com
Help us pay it forward by leaving a review.
Here's to you and your success!
“I always ran a ground when I didn't know where I was going.” - Lesley Winston
A pioneer in the field of Philanthropic Planning, Chartered Philanthropic Advisor Les Winston specializes in utilizing Section 664 of the tax code to build endowments and lower tax bills. With 25 years of experience in the field, Les founded SocialSecharity.org to educate America on how an endowed nation will secure the financial future of its people.
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SELECTED LINKS FOR THIS EPISODE
Social Secharity
lwinston@winifs.com
https://www.instagram.com/social.secharity/
Social Secharity | Facebook
Social Secharity - YouTube
ROUTE 664: The Road to Human Kindness Podcast on Amazon Musi
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast@deepwealth.com
Help us pay it forward by leaving a review.
Here's to you and your success!
“Focus on the academics.” - Alan Wozniak
Alan Wozniak, CIAQP, CIEC former president/CEO and founder of Pure Air Control Services, Inc. in Clearwater, Florida an environmental / HVAC Mechanical Firm established in 1984 with divisions including: Building Sciences, Environmental Diagnostics laboratory and Building remediation group. In 2021, he successfully managed the sale of the firm to a Fortune 500 organization, RPM International.
Pure Air Control Services is a provider of indoor environmental services in over 19,000 facilities covering 900 million sq. ft. both nationally and internationally and is one of the largest full services, comprehensive healthy building indoor environmental firms in the nation with heavy experience in governments, healthcare, higher education, lower education, commercial and entertainment markets.
Mr. Wozniak has authored numerous articles on IAQ, is a NEWSWEEK Magazine Expert Author, has been guest lecturer on many webinars, podcasts, workshops and at IAQ symposia
Some of Mr. Wozniak’s many accomplishments include leading the firm to:
•INC 500 national list 4 years in a row
•370% growth in the past 5 years
•Tampa Bay FAST 50 – bay area fastest growing private firms
•Tampa Bay Business Journal – MBE Top 25
•National Hispanic Businesses - Top 500
•Frost & Sullivan – Product Differentiation Innovation Award for its Solutions for Improving IAQ
•Provided the management and oversight of the M&A selling his firm for 17.5X EBITDA
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SELECTED LINKS FOR THIS EPISODE
awoz7873@gmail.com
Pure Air Control Services
Alan Wozniak, CIAQP, CIEC - Founder - Business Health Matters (BHM)- Executive Consulting | LinkedIn
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast@deepwealth.com
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Here's to you and your success!
“Research less try more.” - Jonathan Zacks
Jonathan is on a mission to decimate no-show appointments. After running an appointment-based business for a decade, he co-founded GoReminders which increases business revenue and cuts wasted staff time with automated appointment reminders & online booking. Jonathan runs Growth & Marketing for GoReminders and loves helping small businesses with automation and communication.
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
jz@goreminders.org
GoReminders
Jonathan Zacks (@jozacks) / Twitter
Jonathan Zacks|GoReminders CEO (@jonnoz) • Instagram photos and videos
Jonathan HLzacks | Facebook
Jonathan Zacks - Founder & CEO - GoReminders | LinkedIn
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast@deepwealth.com
Help us pay it forward by leaving a review.
Here's to you and your success!
“If a third party sales in your future, why not set it up for success and then work backwards” - Laurie Barkman
80% of business owners want to stop working in their business in the next 5-10 years, but most have not planned for that transition. Many need to improve the business first.
Laurie Barkman is a "business transition sherpa." With her firm, SmallDotBig, she advises owners on having more valuable, sellable businesses. And as a Partner with Stony Hill Advisors, a mergers and acquisitions firm, she guides them through the complex process of letting it go.
Laurie is the former CEO of a $100 million revenue company with an exit to a Fortune 50 company. With more than 25 years of C-Suite and award- winning marketing expertise, she provides actionable perspectives to drive sustainable value.
Engaging audiences across the US, Laurie is an Adjunct Professor of Entrepreneurship at Carnegie Mellon University, leads executive workshops with Vistage, and hosts a weekly podcast called Succession Stories.
Laurie earned her MBA from Carnegie Mellon and BS from Cornell University. She is a Certified Value Builder Advisor and has a Certificate from the Exit Planning Institute.
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
lbarkman@smalldotbig.com
SmallDotBig
Laurie Barkman (@LaurieBarkman) / Twitter
Schedule a Business Transition Advisory Call with Laurie Barkman
Laurie Barkman, The Business Transition Sherpa - YouTube
Laurie Barkman - Value Creation and Business Transition Advisor | CEO/Founder - SmallDotBig LLC | LinkedIn
Succession Planning Stories Podcast SmallDotBig
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast@deepwealth.com
Help us pay it forward by leaving a review.
Here's to you and your success!
“Figure out how to scale this with the amount of people you have right now.” - Michael Buzinski
Michael Buzinski is a life-long entrepreneur, digital marketing thought leader, and best-selling author. Dubbed a “visionary marketer” by the American Marketing Association, Michael’s sole mission is to reduce the prevalence of entrepreneurial poverty in the US. Buzz, as most call him, has simplified digital marketing success with the Rule of 26 to help business owners avoid the time drain and frustration of managing profitable digital marketing campaigns.
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
buzz@buzzworthy.biz
Buzzworthy Integrated Marketing
Michael Buzinski (@URBuzzworthy) / Twitter
https://instagram.com/buzzworthymarketing
Events Near Me | Facebook
You Are Buzzworthy Podcast | LinkedIn
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast@deepwealth.com
Help us pay it forward by leaving a review.
Here's to you and your success!
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast@deepwealth.com
Help us pay it forward by leaving a review.
Here's to you and your success!
“Be in the present moment.” - Carol Sanford
Carol Sanford is a #1 Amazon best-selling, multiple award-winning (six book) author and business educator, Summit Producer, and podcaster. She is consistently recognized thought leader working side by side with Fortune 500 and new economy executives in designing and leading systemic business change and design. Through her university and in-house educational offerings, global speaking platforms, best-selling, multi-award-winning books, and developmental work, Carol works with executive leaders who see the possibility to change the nature of work through developing people and work systems that ignite motivation everywhere. For four decades, Carol has worked with great leaders of successful businesses such as Google, DuPont, Intel, P&G, and Seventh Generation, educating them to develop people and ensure a continuous stream of innovation that continually deliver extraordinary outcomes.
Carola is the author of The Regenerative Business, The Responsible Entrepreneur, The Responsible Business The Regenerative Life,, and No More Feedback: Cultivate Consciousness at Work. Her books have won over 27 awards so far and are required reading at leading multiple departments at Universities including Harvard, Stanford, Berkeley and MIT. Carol also partners with producing Executive Education through Babson College, Kaospilot in Denmark, University of Washington, and The Lewis Institute at Babson as Senior Fellow of Social Innovation. For 40 years she’s collaborated with clients to develop people to grow and express their inherent singularity. Google’s Food Lab uses her Responsible Business Framework. Learn more at CarolSanford.com and the Business Second Opinion podcast.
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
interoctave@comcast.net
Carol Sanford
Carol Sanford (@carolsanford) / Twitter
Books - Carol Sanford
http://facebook.com/carolsanford2
Carol Sanford - Executive Producer at The Regenerative Business Summit, 5X TEDx, #1 Amazon Best Seller, Sr Fellow of Social Innovation Babson College - Greater Seattle Area | LinkedIn
https://www.amazon.com/Carol-Sanford/e/B00427W9JC/ref=dp_byline_cont_pop_book_1?pldnSite=1
https://carolsanfordinstitute.com/summit/
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Contact Deep Wealth:
- Tweet @JeffreyFeldberg
- Subscribe to The Deep Wealth Podcast
- Email podcast@deepwealth.com
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“Start living a life based upon reason, getting the facts, doing the right thing rather than following others.” - John Brown
John Brown, Founder of Business Enterprise Institute (BEI), started working with business owners as an estate planning attorney in 1977. While working to manage owner assets, he soon realized a common problem: No one was helping those owners exit their companies. Without planning, how would these owners convert their largest financial assets into cash and move successfully into their post-business lives?
John created The BEI Seven Step Exit Planning Process™ which he successfully tested on hundreds of his own business-owner clients. In 1990, he wrote "How to Run Your Business So You Can Leave It in Style" and in 2008 wrote "Cash Out Move On: Get Top Dollar—and More—Selling Your Business." With hundreds of thousands of copies sold, John is the No. 1 selling author on Exit Planning for business owners. In 2016, John released his newest book, "Exit Planning: The Definitive Guide", which lays out the steps business owners must take to achieve all of their aspirations as they exit their businesses. John started BEI in 1996 for the express purpose of helping owners benefit from their lives’ work by supporting business advisors who share the same vision.
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SELECTED LINKS FOR THIS EPISODE
jbrown@ExitPlanningForAdvisors.com
Business Enterprise Institute
John Brown - Golden, Colorado, United States | Professional Profile | LinkedIn
https://www.amazon.com/John-H-Brown/e/B001JS1RYU/
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“It's not about how good you are. It's about how good your team is.” - James Murray
About 12 years ago I was helping a client, a business broker, move their business to the cloud. He invited me to an association he was the President of. After joining I learned about exit planning and began to include it in technology offerings. This has led to a new way of looking at technology for me, and for my clients. Let's discuss how simple tweaks to your company technology can create exponential growth, before you sell.
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SELECTED LINKS FOR THIS EPISODE
james@executiveoutliers.com
Executive Outliers website
James Murray - Co-Founder - Executive Outliers | LinkedIn
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
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“Focus on the academics.” - Alan Wozniak
Alan Wozniak, CIAQP, CIEC former president/CEO and founder of Pure Air Control Services, Inc. in Clearwater, Florida an environmental / HVAC Mechanical Firm established in 1984 with divisions including: Building Sciences, Environmental Diagnostics laboratory and Building remediation group. In 2021, he successfully managed the sale of the firm to a Fortune 500 organization, RPM International.
Pure Air Control Services is a provider of indoor environmental services in over 19,000 facilities covering 900 million sq. ft. both nationally and internationally and is one of the largest full services, comprehensive healthy building indoor environmental firms in the nation with heavy experience in governments, healthcare, higher education, lower education, commercial and entertainment markets.
Mr. Wozniak has authored numerous articles on IAQ, is a NEWSWEEK Magazine Expert Author, has been guest lecturer on many webinars, podcasts, workshops and at IAQ symposia
Some of Mr. Wozniak’s many accomplishments include leading the firm to:
•INC 500 national list 4 years in a row
•370% growth in the past 5 years
•Tampa Bay FAST 50 – bay area fastest growing private firms
•Tampa Bay Business Journal – MBE Top 25
•National Hispanic Businesses - Top 500
•Frost & Sullivan – Product Differentiation Innovation Award for its Solutions for Improving IAQ
•Provided the management and oversight of the M&A selling his firm for 17.5X EBITDA
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SELECTED LINKS FOR THIS EPISODE
awoz7873@gmail.com
Pure Air Control Services
Alan Wozniak, CIAQP, CIEC - Founder - Business Health Matters (BHM)- Executive Consulting | LinkedIn
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“I would go to any period in time where we didn't have technology phones, no cars and just see the way my mom and dad and they grew up.” - Alex Oliveira
As a transformative leader of multiple successful companies, Brazilian-born Alex Oliveira has helped companies advance their brands by executing interactive marketing campaigns for over 12 years.
From SMB's to Fortune 500 brands like Ford & Allstate, Alex enjoys a diverse portfolio of clients.
Alex’s major passions include adventuring with his wife and 4 kids, investing in startups, and giving back to the community.
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SELECTED LINKS FOR THIS EPISODE
dadpreneuralex@gmail.com
Prediq
https://twitter.com/alexf_oliveira
Dadpreneur (@dad_preneur_) • Instagram photos and videos
https://business.facebook.com/MarketingWithAlex/?business_id=703675936444739
Alex F. O. - Founder - Prediq | LinkedIn
Dadpreneur Podcast
If You Build It, Will They Come?: The Golden Path to Lead Generation Success For Your Business: Oliveira, Alex F: 9798758662496
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“Transform the ordinary into extraordinary by sharing the "why" of your actions.” - 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 by 10X.
How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event? Jeffrey created the 9-step roadmap of preparation for a liquidity event.
The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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.
Please enjoy!
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SELECTED LINKS FOR THIS EPISODE
Article: Having A Liquidity Event? Here's How To Capture The Best Enterprise Value
Bharat Kanodia On Everything You Need To Know About Valuations But Probably Don't (#116)
The Deep Wealth Sell My Business Podcast
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“Joy is and always has been an inside job.” - Tim Brown
As Chief Client Services Officer and Global Head of the BPB Family Office, Tim Brown helps lead Berkowitz Pollack Brant CPA's focus on family offices, cross-border global families, entrepreneurs/closely held businesses, tax strategy/estate planning/structuring and commercial real estate (www.bpbcpa.com). The BPB Family Office serves as a multi-faceted and fiduciary based “Virtual Single-Family Office” platform that performs no wealth management or banking services. Prior to BPB, Mr. Brown served with Bernstein Private Wealth Management and as Managing Partner with HB Partners, a boutique investment bank working with high-growth commercial real estate companies and “buy-side” representation for single-family offices specific to PE and real estate. Mr. Brown served as consultant with Alliance Bernstein’s Non-Traditional Asset Strategies and continues to consult with Anschutz Investments (the Anschutz single-family office, with investments and operations in professional sports, concert promotion and entertainment (LA Lakers (former minority shareholder), LA Kings, LA Galaxy, AEG, AEG Live), hospitality (Sea Island Resort, The Broadmoor Hotel, Xanterra), natural resources, wind-energy, ranching, telecommunications and other industries.
Previously Mr. Brown served as President of Concord Energy Holdings, a Colorado-based integrated commodity logistics and oilfield services company. While at Concord Energy, Mr. Brown focused on a senior leadership restructuring and operational turn-around of a crude oil truck hauling division, a frac-water recycle mobile treatment operation and natural gas energy marketing. Prior to Concord, he was the Founder and CEO of Radius Media Holdings, a position he held for more than 11 years. Radius Media provided a broad stratum of five operating companies that ranged from radio broadcasting, lifestyle driven events in the Colorado resort communities, a nationally focused large-format printing company with a specialty in outdoor advertising (OOH), a sponsorship/naming rights marketing agency and the management of seven digital billboards in downtown Denver.
Brown began his career more than 25 years ago in sales management in the high tech and telecommunications industry. During the course of a decade, he worked with both established and start-up companies, as an entrepreneur and intraprenuer, in Denver, Chicago and Sydney, Australia including Cisco Systems, Alteon Web Systems (Nortel Networks) and American Power Conversion.
Mr. Brown is an active member of Young Presidents’ Organization (YPO, www.ypo.org) in the YPO Jackson Hole Integrated and YPO Miami-Fort Lauderdale Gold Chapters, serving as past Chapter Chair of the Rocky Mountain Chapter (2018-2019) and past board member of the M&A focused, YPO Deal Network (2017-2019). Additionally, Mr. Brown served as the Member Chair for YPO Jackson Hole Integrated, Vice Chair of the YPO Personal Investing Network (2018-2020), is current Chair of the YPO Personal Investing Network (2020-2023) and Co-Chair of the two-time “Best of the Best” award winning YPO Chicago Booth School Seminar. Mr. Brown Co-Founded YPO Investing Network’s Personal Investing Forums, which have continued to grow month-over-month, with over 500+ global members and 43 global forums since April, 2019. Mr. Brown previously served on the Chief Executive Organization’s International Board (www.ceo.org), the sister organiation to
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“What does success look like?” - Lowell Ricklefs
Lowell Ricklefs is the CEO and Founder of Traction Advising, which specializes in helping B2B SaaS companies with a greater than 5 million ARR get acquired. Lowell has been a Co-founder, CEO, Chairman, and COO of $120 million public company, Startups CRO, and Global VP at Rockwell.
Lowell is a global mentor, investor board member, and CEO coach. Lowell's current business Traction Advising. Started out of his frustration when he was in a buyer's position. The investment banker model uses accounting and finance people trying to sell.
In Lowell's words, no one hires accountants to sell products, so why hire them to sell a company? Selling and marketing a small SaaS company is more like selling a technology product than selling a financial instrument. With company buying and selling experience of more than 30 organizations, Lowell knows what internal stakeholders need to approve a transaction. As a founder and CEO, he knows what it's like to start up a company, build a product, hire employees, raise money, find customers, keep them happy and make payroll.
Lowell leverages this experience to craft acquisitions that get the best outcome for the founders and investors in a structured way that maximizes success
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SELECTED LINKS FOR THIS EPISODE
lowell@tractionadvising.com
Traction Advising
Lowell Ricklefs - Founder/Managing Partner - Traction Advising M&A | LinkedIn
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“All of us are going to figure it out at about the same time” - Gregory Offner
Gregory Offner is a globally recognized expert on performance; the Founder and CEO of Global Performance Institute; and an international keynote speaker. His Performance Agreement methodology has helped organizations develop the skills necessary to thrive under pressure, and create cultures of high-performing, highly fulfilled people.
In addition to his international business and leadership experience, he holds advanced professional designations in the fields of Risk Management, Organizational Development, Lean/SixSigma, and Positive Psychology. Gregory is also an accomplished entertainer; having performed professionally on five continents and numerous countries as a solo artist, and dueling piano performer.
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SELECTED LINKS FOR THIS EPISODE
Gregory Offner
Gregory Offner Jr, ARM (@gregoryoffnerjr) / Twitter
The Happiness Hypothesis: Finding Modern Truth in Ancient Wisdom - Kindle edition
https://www.linkedin.com/in/gregoffnerjr
Text Keys to 3377 to receive a link for the 7 strategies Gregory talked about
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Cockroach Startups: What You Need To Know To Succeed And Prosper
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“Take more chances, not be so risk averse and just have faith in my abilities.” - Bruce Shutan
Bruce Shutan is a versatile journalist who has written for more than 130 publications, corporate entities or individuals over nearly four decades. He also ghostwrites independently published business books and memoirs, and is a contributing journalist to One World Initiative, a public broadcasting organization that disseminates impactful programming across multiple platforms for a global audience. His extensive reporting on the American workplace dates back to 1985, with a showbiz sideline developed in 2000 when he began contributing to Variety – a must-read for entertainment industry insiders for more than a century.
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SELECTED LINKS FOR THIS EPISODE
Bruce Shutan
Bruce Shutan - Journalist & Ghostwriter - BruceShutan.com | LinkedIn
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Cockroach Startups: What You Need To Know To Succeed And Prosper
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“Invest more early on. ” - Marco Torres
Marco Torres is the Founder of MarketingBoost.com, he has helped thousands of business owners worldwide boost sales and scale their businesses by as much as 5-fold through the use of incentive-based marketing. He teaches entrepreneurs how to soar sales & marketing through the use of “Value-Add-Incentives” instead of discounts. His Facebook Group is home to more than 27,000 active business owners who are raking in sales with his advice and amazingly affordable subscription program.
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SELECTED LINKS FOR THIS EPISODE
Marcot@marketingboost.com
Marketing Boost
https://marketingboost.com/podcast
https://www.facebook.com/marco.torres.794628
Marketing-Boost-Talks with Marco Torres - YouTube
Marco Torres "Capt Marco" - Co-Founder - MarketingBoost.com | LinkedIn
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“You are good enough and not to worry or not to be too caught up in what other people think. ” - Alvin Narsey
I have had an exciting journey buying and selling multiple Pharmacy Businesses in Australia over the past 16 years.
Trained as a Pharmacist in Melbourne, Australia, I bought my first business as a partnership a few years after I graduated from University. As a Pharmacist, you are trained as a clinician, not how to run a business. With the help of Coaches and Mentors, and a feverish appetite for FREEDOM & ADVENTURE, I quickly learnt how to utilise systems and leverage to ensure these businesses were fulfilling my lifestyle goals.
Ultimately, I discovered it boils down to implementing the basics in your business, focussing on CASHFLOW and PROFIT and from day one setting everything up so the business runs without ME.
Now, I have sold all my businesses and focussing on travelling the world and helping other Retail Business Owners!
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SELECTED LINKS FOR THIS EPISODE
narseya@gmail.com
https://www.facebook.com/alvin.narsey.7
Alvin Narsey (@alvinnarseybusinesscoach) • Instagram photos and videos
The Retail Business Owners Tribe: Grow Your Cashflow & Profit | Facebook
Grow Your Retail Business Cashflow & Profit - YouTube
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“And while I'm flawed and I have my issues and I'm, you know, I wouldn't want me to be any different. ” - Steven Lentz
Steven Lentz grew up in an Air force family, moving every 2 - 4 years across the US. He now lives in the Seattle area with his wife and 2 kids. He loves learning, building businesses, helping others, and being with his family.
Professionally, Steven has been an owner and started numerous businesses, as well as recently ending a +10 year career as a Firefighter/ EMT. Steven is a Platinum Level Business Coach with LPW and has his own digital marketing agency. Steven's coaching helps businesses to stop completing on price, grow their profits, and scale their businesses. His digital marketing agency helps Businesses become omnipresent on the internet and dominate organic rankings and the map pack. Steven also hosts his own podcast “Subject To Change” where he interviews business owners and entrepreneurs.
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SELECTED LINKS FOR THIS EPISODE
1stevenlentz@gmail.com
https://stevenlentzcoaching.com
Grow Your Business
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Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
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“Look for the real things in life that really mean the real things. ” - Derek Gallimore
Derek Gallimore is passionate about outsourcing – it is the most transformative business tool available today. He is committed to helping people integrate it into their businesses and see them thrive. Derek’s blend of extensive international business and travel experience means that outsourcing came relatively naturally to him. Derek has been in business for over 20 years, outsourcing for over seven years, and has lived in Manila, Philippines – the world’s outsourcing capital – for over three years. He has worked and lived in five countries and worked and traveled through dozens more. Having been in various businesses since 17 years old, Derek is a fully committed entrepreneur. He has founded and bootstrapped two 8 figure businesses, enjoyed fantastic successes, as well as his fair share of challenges. After more than 20 years in business, Derek has now set his sights on disrupting the outsourcing sector.
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SELECTED LINKS FOR THIS EPISODE
derek@outsourceaccelerator.com
Outsource Accelerator
Derek Gallimore (@derekgallimore) / Twitter
Derek Gallimore (@derekgallimore) • Instagram photos and videos
Outsource Accelerator | Facebook
Derek Gallimore - Founder - Outsource Accelerator | LinkedIn
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“Be present, give your heart and soul and enjoy that person because you can learn something from them.” - RJ Grimshaw
A third-generation entrepreneur, RJ Grimshaw has made it his life’s mission to help others succeed.
He has founded companies in a wide array of industries including hospitality, apparel, finance, and automotive. With his extensive experience in business, he has structured a formula for entrepreneurial success that has been shared and documented in a book, ABLE LEADERSHIP. Currently, RJ is writing a book that uncovers the secret to growing your company by deploying the ABLE Leadership operating system. He is a well-respected speaker, educator and author. He delivers relatable experiences which enable businesses to flourish, think big and revel purposeful living.
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SELECTED LINKS FOR THIS EPISODE
rj@rjgrimshaw.com
Business Coaching
RJ Grimshaw 🏆 (@rjgcoach) / Twitter
RJ Grimshaw (@rj_grimshaw) • Instagram photos and videos
https://www.facebook.com/ableleadership
RJ Grimshaw - YouTube
RJ Grimshaw - Chief Executive Officer I President - UniFi EF - Bank of Ann Arbor | LinkedIn
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“Help a lot more people make a lot less mistakes and have much better lives.” - Bryan Sweet
As a Forbes Best-in-State Wealth Advisor for multiple years running, Bryan has been on the mission to help people live their retirement dreams since the start of his career in financial services back in 1979. It is because of this that he created his proprietary The Dream Architect™, which not only helps his clients maximize their distribution planning in retirement, but also helps them strive for and accomplish their biggest dreams.
With Bryan’s vast industry experience, he is also partnered in multiple entities including Ultimate Advisor Coaching and the Elite Wealth Advisor Symposium, which both support high-performing financial advisors across the United States in the growth and scaling of their businesses. He and his partners do this through teachings on team engagement, marketing, automation, best practices, and all that it takes to build a high-class and scalable advisory practice.
The bottom line is that Bryan thrives on helping others experience the growth and freedom that he has created in building a world-class financial services practice, all while living the life of his dreams.
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SELECTED LINKS FOR THIS EPISODE
bryan@sweetfinancial.com
Sweet Financial
Sweet Financial Partners - YouTube
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“At the end of the day, all that matters is your reputation.” - Scott Miller
Capping a 25-year career where he served as a chief marketing officer and executive vice president of business development, Scott Jeffrey Miller currently serves as FranklinCovey’s senior advisor on thought leadership, leading the strategy and development of the firm’s speaker’s bureau, as well as the publication of podcasts, webcasts, and bestselling books. Scott also hosts On Leadership with Scott Miller, the world’s largest and fastest-growing leadership podcast, reaching more than six million people weekly. In addition, Scott authors a leadership column for Inc.com and is the bestselling author of the Mess to Success series.
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SELECTED LINKS FOR THIS EPISODE
Scott Jeffrey Miller
Books – Scott Jeffrey Miller
FranklinCovey On Leadership With Scott Miller
C-Suite Conversations With Scott Miller | FranklinCovey
Scott Jeffrey Miller: Books, Biography, Blog, Audiobooks, Kindle
Master Mentors Volume 2: 30 Transformative Insights from Our Greatest Minds Kindle Edition
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Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
“To look inwards a little bit more and expand the attributes that I really get a lot of benefits from.” - Adan Sierra
Lionfield Capital’s mission is to acquire an outstanding American enterprise and build upon the owner’s legacy and continue providing its existing employees with opportunities to prosper.
Our covenant with you is to offer a professional, pain-free, and expedient selling process.
Managing partner at Lionfield Capital (www.lionfieldcap.com), a private investment firm based out of Miami, FL. Lionfield Capital is a traditional searchfund with ~20 investors comprised of institutional funds, family offices and high-net worth individuals.
Adan Sierra
Prior to Lionfield, I was a Managing Director at Seale (www.sealeassociates.com), a middle-market investment bank based out Washington, D.C. executing a wide array of m&a mandates throughout the U.S. and Latin America for multinationals, private equity firms and family-owned businesses. Throughout my time at Seale, I worked in several dozens of divestitures, acquisitions and varied corporate finance mandates and closed on ~US$3 billion in transactions in different sectors working for companies such as Coca-Cola Femsa, Cemex, and Tyco, to name a few.
Prior to Seale, I worked in the financial services practice at PwC, and served as interim CFO for Western Technologies Inc – both roles in their Mexico offices.
MBA at North
Our fund is backed by high-caliber institutional investors and highly successful executives, and is managed by values-based leaders with a history of overcoming challenges through hard-work, resilience, initiative, collaboration and our signature principles.
Rodrigo Zuloaga is a managing partner at Lionfield Capital (www.lionfieldcap.com), a private investment firm based out of Miami, FL. Lionfield Capital is a traditional search fund with ~20 investors comprised of institutional funds, family offices and high-net worth individuals.
Prior to Lionfield, I was a Principal at Kapok Management, a firm I co-founded to provide consulting and advisory services to small business owners looking to improve processes, grow their business, raise capital, restructure their business or prepare it for a liquidity event.
Prior to Kapok I was the Finance Director at Grupociencia, a distributor of high-tech medical devices with operations in 6 countries across Latin America. At this position I led high-impact teams, managed rapid growth, developed and executed corporate strategy, optimized processes and participated in different m&a buy- and sell-side transactions.
MBA at Northwestern Kellogg; B.A. Finance and Business Administration at Bentley University. Rodrigo grew up in Venezuela and Switzerland, and always had a bug for entrepreneurship.
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SELECTED LINKS FOR THIS EPISODE
rzuloaga@lionfieldcap.com
asierra@lionfieldcap.com
Lionfield Capital
Adan Sierra - Managing Partner - Lionfield Capital | LinkedIn
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“What should you have gotten a second opinion on before you constantly blundered your way into that situation?” - John Berardi
John Berardi is a Canadian-American entrepreneur best known as the co-founder of Precision Nutrition, the world’s largest nutrition coaching, education, and software company.
He's also the founder of Change Maker Academy, devoted to helping would-be changemakers turn their passion for health and fitness into a powerful purpose and a wildly successful career.
And he hosted the popular Dr. John Berardi Show on Apple Podcasts.
Over the last 15 years he's advised Apple, Equinox, Nike, and Titleist, as well as the San Antonio Spurs, Carolina Panthers, US Open Champ Sloane Stephens, and 2-division UFC Champ Georges St. Pierre.
He's also been named one of the 20 smartest coaches in the world and 100 most influential people in health and fitness.
He currently lives in Ontario, Canada with his wife and four children, although they tend to escape the cold Canadian winters by spending January to April in warmer places.
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SELECTED LINKS FOR THIS EPISODE
John Berardi
Dr. John Berardi (@drjohnberardi) • Instagram photos and videos
Dr. John Berardi
The Dr. John Berardi Show | LinkedIn
John Berardi: Books, Biography, Blog, Audiobooks, Kindle
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Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
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“Get involved in the conversation to push back respectfully.” - Paul Casey
Originally from Chicago, Paul has now been a professional speaker for over 25 years (giving almost 300 presentations in the past 4 years), and he is one of the leading authorities in leadership and personal growth—especially time management—helping people take back their calendars and restore sanity to their lives. He has spoken for organizations like McDonalds, Subway, Lamb Weston, Northwest Public Power, and Autozone—and among the 80 leaders he coaches per year, 25 of them lead at Pacific NW National Laboratories. Paul has a Master’s degree in education, and has been an educator/administrator/Chief Operating Officer in 5 non-profit organizations. He has coached leaders for over 3,300 hours and is an ACC-certified coach with the International Coaching Federation, as well as a Master Trainer, and a member of the National Speakers Association. He was honored as an Entrepreneur of the Year in the Tri-Cities in 2021.
Through his company, Growing Forward Services, Paul has partnered with his corporate and individual clients to transform their vision, their habits, and their lives. Currently, Paul carries out his mission of sparking breakthrough success by contributing daily inspirational growth messages on local radio, other people’s podcasts, and via social media. Also, he has inspired thousands of individuals and leaders to grow forward through his seminars, team-building off-site retreats, one-to-one self-leadership coaching, and as a keynote speaker. Paul has written 5 books: The Static Cling Principle (on habits and mindsets), Maximizing Every Minute (on time management), Leading the Team You’ve Always Wanted, Leading with Super-Vision, and his newest book: Leading through the Dark Waters of Conflict. He interviews local leaders in his podcast: the Tri-Cities Influencer and national leaders on his podcast: Grow Forward Today.
Paul is married to Lovely Laura, has two young adult children named after state capitals, owns a new puppy named Gizmo, and has lived in the Tri-Cities, WA, for over 20 years. For fun, he enjoys golfing and hiking—and orange slices—and he reads about 40-50 books per year.
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SELECTED LINKS FOR THIS EPISODE
pcgrowingforward@gmail.com
Growing Forward Services
Follow Paul D. Casey’s (@growingfwd) latest Tweets / Twitter
Growing Forward Services with Paul Casey (@growingforwardservices) • Instagram photos and videos
Growing Forward Services | Facebook
Paul Casey - YouTube
Paul D. Casey - Host - Grow Forward Today Podcast | LinkedIn
https://www.pinterest.com/paulcasey7/_created/
https://quiz.gretchenrubin.com/four-tendencies-quiz/
Take Back My Calendar
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“Be bolder than you could have ever imagined.” - Michael Carr
“Realize the impact that you that I, me every one of us as a human being has on helping people, everyone realize their inner star.” - Tonya Eberhart
Tonya and Michael are international bestselling authors, hosts of the Be Bold Branding Podcast, and partners in BrandFace. They have helped and inspired authors, podcasters, coaches, real estate agents, and sales professionals in 5 countries and 43 US states to stand out and become an authority in their market through the power of personal branding.
-Their passion is unveiling inner stars.
-Their mantra is "People don't do business with a logo. They do business with a person."
-Their most famous quote is: "Great branding doesn't just change the way others see you. It changes the way you see yourself."
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lesli@brandfacestar.com
BrandFace
Personal Branding (@brandfacestar) • Instagram photos and videos
BrandFace Faceboook
BrandFace - YouTube
https://www.tiktok.com/@brandfacestar
BrandFace for Entrepreneurs UPDATED: Be the Face of Your Business & a Star in Your Industry Kindle Edition
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“Persevere, because you'll get through it.” - Paul Ruppert
Paul Ruppert has been a senior corporate executive, entrepreneur, product visionary and strategist in the global mobile industry driving immediate results that make an enduring commercial impact. He is an executive leader who jumps organizations multiple steps ahead through his success in start-ups, consultancies, rapid-growth enterprises and Fortune 50 firms.
His accomplishments span the shop floor selling stereos in college to negotiating legislation on the floor of the US Senate; building out start-ups to $1 B valuations to being a board member of a global hair care company. He's been a driver in how we all use text messages—SMS—having developed two patents providing interoperability and building a business on the ground in 80 countries—including living in the US, France and China. He applies a business philosophy of bridge-building seeing relationships, combinatorial thinking and aligning companies to common visions and objectives.
As a strategy consultant advising on acquisitions, strategic partnerships and sales growth his clients include Facebook, MasterCard, Western Union, Liveperson, as well investment firms such as HIG Capital, Warburg Pincus and Columbia Capital. Paul’s range of experience and non-linear career provides insights and deep appreciation for the unique context, customs and motivations with which different people, institutions, nations and industries operate.
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SELECTED LINKS FOR THIS EPISODE
https://www.globalpointview.com
Paul R. Ruppert - Sales Strategy | Growth Consultant │ Advisor │ Solutions Design │ Strategic Partnerships - Global Point View Ltd | LinkedIn
The WAY OF THE SEAL UPDATED AND EXPANDED EDITION: Think Like an Elite Warrior to Lead and Succeed eBook : Divine, Mark: Kindle Store
Range: Why Generalists Triumph in a Specialized World Kindle Edition
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“Hard work is worthwhile and it's good.” - Nalini Kaplan
Nalini Indorf Kaplan is the CEO of Cultiva Partners and creator of DataProtection DynamiX™ and reThink Privacy. She works with mission-driven leaders to deepen customer trust. Nalini brings 30+ years of expertise in customer strategy, ethics and technology and has held executive positions at MasterCard, Deloitte and AMS (acquired by CGI).
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nalini@cultivapartners.com
Cultiva Partners LLC
Nalini Indorf Kaplan - Principal - American Cyber Security Management | LinkedIn
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"Everyone benefits from their own mission statement." - Jodie Cook
Jodie Cook is a Forbes 30 under 30 social entrepreneur in Europe. In 2011, Jodie started a digital agency that was later acquired in 2021. Alongside running a business, Jodie writes books and articles about entrepreneurship and powerlifting.
Jodie's books include, Stop Acting Like You're Going to Live Forever, Daily Me, and Instagram Rules. Jodie also, co-wrote How to Raise Entrepreneurial Kids, and the clever Tykes storybooks.
Jodie is a regular contributor for Forbes Magazine on entrepreneurship, as well as providing commentary to publications.
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jodie@hey.com
Jodie Cook
Jodie Cook: Books, Biography, Blog, Audiobooks, Kindle
Article: A hundred million dollar idea
Podcast episode: https://iapdw.com/jodiecook
New book: Ten Year Career | Jodie Cook
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"Be insane or be the same." - Brenden Kumarasmy
Brenden is the founder of MasterTalk, he coaches ambitious executives & entrepreneurs to become top 1% communicators in their industry. He also has a popular YouTube channel called MasterTalk, with the goal of providing free access to communication tools for everyone in the world.
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kumarasamy.brenden@gmail.com
10x Your Communication
Brenden | Communication Coach (@masteryourtalk) • Instagram photos and videos
MasterTalk - YouTube
Brenden 🎤 Kumarasamy - Founder & President - MasterTalk.ca | LinkedIn
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"There are things that are much more important than how much money you make or how powerful you become" - Leo Popik
Leo Popik is a CEO advisor, mentor, coach, and board facilitator. He is the founder and CEO of Leading Peers, the premier empowerment com...
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lp@leadingpeers.com
Leading Peers website
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Cockroach Startups: What You Need To Know To Succeed And Prosper
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Steve Preda is a Leadership Team Coach whose passion is to help emerging privately owned businesses grow and thrive. He pursues it by simplifying and teaching management and strategy concepts used by large companies, and elite consulting firms. His new book: Pinnacle: Five Principles that Take Your Business to the Top of the Mountain is coming out in May.
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steve@stevepreda.com
Steve Preda
Steve Preda (@StevePredaCom) / Twitter
Steve Preda (@stevepreda) • Instagram photos and videos
https://www.facebook.com/steveipreda/
https://bit.ly/MBPonYouTube
Steve Preda - Pinnacle Guide and 2x Bestselling Author - StevePreda.com | LinkedIn
https://www.tiktok.com/@steveipreda
https://amzn.to/3MsOetD
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"No one can stop you because you have greatness within you." -Reynaldo Santana
Reynaldo is a visionary, purpose-driven business leader who thinks that via their businesses, entrepreneurs can improve the world, and is on a mission to assist professional business owners in doing so. He is an entrepreneur, investor, author, speaker, educator, philanthropist, and contributor with a long list of accomplishments.
Former tech executive whose 10-year career spanned several of the world’s largest military, government agencies, leading award-winning projects for clients including Lockheed Martin, U.S Navy, U.S Air Force, Disney, NASA, BMW and managing a budget of 30 Million.
He also has other non-profit organizations where Reynaldo focuses on underserved communities to build affordable housing and teaching people about real estate, sales and marketing.
Please enjoy!
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reynaldo.a.santana@gmail.com
reynaldo a santana
Reynaldo A. Santana - Founder & President - ESG Housing Inc | LinkedIn
Tradition, Meet Innovation: Catching up to Millennials eBook : Santana, Reynaldo: Kindle Store
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John Nantz is the Founder and Strategic Consultant of Redwood Advisors, a business consulting and services firm focused on delivering strategic, organizational, and digital consulting projects to executives at large and high-growth mid-sized companies. Formerly with McKinsey & Company, John has accomplished more than 50 consulting projects while working as a management consultant over the last ten years.
John's academic portfolio includes earning a BA with distinction in Economics and an MS in Management Science and Engineering from Stanford University. Under Redwood, John and his team have rendered consulting services to the Unified Physician Management, BioScrip, National Veterinary Associates, Johnson & Johnson Diabetes Solutions, Sidewalk Labs, Ares Private Equity, the Bill & Melinda Gates Foundation, National Geographic, NASA Education, and among others.
Aside from being a Stanford-educated and McKinsey-trained strategy consultant, John is the author of "Rediscovering Republicanism," a political history book.
Enjoying taking on significant challenges in the company of great people, John specializes in serving outpatient healthcare, business service, and technology companies. He is also passionate about Kite surfing and yoga outside his professional work. He is looking forward to getting booked on your show!
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john.a.nantz@rwadvisors.com
Redwood Advisors
https://www.facebook.com/john.a.nantz/
John Nantz - Founding Partner - Redwood Advisors | LinkedIn
Watch John Nantz's Newest TikTok Videos
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"You're worth three times as much as you think, stop selling yourself short." -Michael Buzinski
Michael Buzinski is a life-long entrepreneur, digital marketing thought leader, and best-selling author. Dubbed a “visionary marketer” by the American Marketing Association, Michael’s sole mission is to reduce the prevalence of entrepreneurial poverty in the US. Buzz, as most call him, has simplified digital marketing success with the Rule of 26 to help business owners avoid the time drain and frustration of managing profitable digital marketing campaigns.
Please enjoy!
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buzz@buzzworthy.biz
Buzzworthy Integrated Marketing
Michael Buzinski (@URBuzzworthy) / Twitter
Buzzworthy Integrated MKTG (@buzzworthymarketing) • Instagram photos and videos
https://facebook.com/urbuzzworthy
Buzzworthy Integrated Marketing | LinkedIn
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“Transform the ordinary into extraordinary by sharing the "why" of your actions.” - 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 by 10X.
How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event? Jeffrey created the 9-step roadmap of preparation for a liquidity event.
The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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.
Please enjoy!
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Article: Having A Liquidity Event? Here's How To Capture The Best Enterprise Value
Bharat Kanodia On Everything You Need To Know About Valuations But Probably Don't (#116)
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"Don't worry, it gets better." - Ilan Jacobson
Ilan Jacobson is the Founding Partner & CEO of FirePower Capital, and has transformed the firm from a small 4-person family office into a 40+ strong M&A advisory and private capital powerhouse. Ilan leads FirePower Capital in all its endeavours, setting its strategic direction, providing top-level guidance on key transactions undertaken by the M&A division, and assessing new direct investments for FirePower’s Private Capital funds. Under his leadership, FirePower invests in Canada’s entrepreneurs by financing their growth directly with venture debt or private equity, and helps them complete their most critical transactions.
Ilan is sought after for his expertise on topics related to entrepreneurship, private capital, and M&A, and has appeared at numerous events as a speaker, moderator, and workshop leader. Previously, Ilan was a Portfolio Manager at a leading venture capital firm in Toronto, where he sat on numerous boards. He received his MBA from the Ted Rogers School of Management at Ryerson University, and has an Honours Degree in Science with a specialization in genetics from the University of Western Ontario.
Please enjoy!
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ijacobson@firepowercapital.com
Firepower Capital
Ilan Jacobson - Founding Partner & CEO - FirePower Capital | LinkedIn
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"Ask ourselves, is this gonna matter in a week, a year or five years from now?" - Brittany Anderson
Brittany Anderson is the President and Shareholder of a top-ranked financial services firm, Sweet Financial Partners. Having more than a decade’s worth of experience in her field, she has taken her business building and team engaging insights, and has worked with CEO’s, Entrepreneurs, Business Owners, and Authors. Brittany is also the co-creator of the Ultimate Advisor Coaching and Ultimate Advisor Mastermind Platforms. Her insights have been featured in national media outlets such as the Huffington Post, Women, Inc, Barron's, Private Wealth & Forbes magazine. She has shared her expertise through her contribution to three published books and will continue on with her love for writing as she is set to publish two additional books in 2022. As an influential speaker and author, Brittany Anderson has spoken at Million Dollar Round Table, Raymond James National Conference, EWAS and others on showing up each day to be more than a title, more than a label, and pursuing a life that fulfills their purpose.
Please enjoy!
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brittany@sweetfinancial.com
Sweet Financial
Brittany Anderson (@thebrittanyanderson) • Instagram photos and videos
Log into Facebook
Sweet Financial Partners - YouTube
https://www.linkedin.com/in/brittany-anderson/
https://www.amazon.com/gp/product/B09RKQG7NM/
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"Everything's going to be okay." - Jayson Gaignard
Named one of Forbes 'Top Networkers to Watch,' Jayson Gaignard founded one of the world’s most exclusive communities for entrepreneurs. With just shy of 19,500 applications since its inception in 2013, the invite-only MMT Community has a lower acceptance rate than Harvard University and brings together brilliant minds from various industries for curated networking, targeted troubleshooting and custom events, both live and remote. Jayson’s work has been featured in Entrepreneur Magazine, Forbes, Life Hacker, Business Insider, and as part of Tim Ferriss' New York Times bestseller Tools of Titans. Jayson is also the founder and host of Community Made, a top-rated business podcast on iTunes.
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jayson@mastermindtalks.com
MMT Community
Jayson Gaignard (@jaysongaignard) • Instagram photos and videos
So Good They Can't Ignore You: Why Skills Trump Passion in the Quest for Work You Love Kindle Edition
Jayson Gaignard - Talent Scout & Community Evangelist - MMT Community | LinkedIn
Amazon.com: Mastermind Dinners: Build Lifelong Relationships by Connecting Experts, Influencers, and Linchpins eBook : Gaignard, Jayson, Norris Lue, Kandis: Kindle Store
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"To invest my time in or do I find another open door?" - Angelina Carleton
Angelina believes the legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. Ms. Carleton coaches, thinks and speaks about creating and completing personal life legacies so that others can see a way forward with greater ease. If the path to legacies is inspiring and supported, more people will be able to experience happiness and satisfaction.
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info@angelinacarleton.com
Legacy Planning
Design Your Legacy (@DesignUrLegacy) / Twitter
Angelina C | LEGACY PLANNING (@designurlegacy) • Instagram photos and videos
Angelina Carleton Legacy Planning | Facebook
Angelina Carleton - YouTube
Founder - Angelina Carleton Legacy Planning | LinkedIn
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“Effective leadership is the key that unlocks massive success - Jeffrey Feldberg.” - 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 by 10X.
How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event? Jeffrey created the 9-step roadmap of preparation for a liquidity event.
The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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.
Please enjoy!
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Article: Most Businesses Fail. Here Are Simple But Powerful Tips On How To Succeed
Article: Actually Useful Advice On The Differences Between Leaders And Managers
Article: Cockroach Startups: What You Need To Know To Succeed And Prosper
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FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
"Believe in yourself, don't worry about what other people say" - Brad Franc
Brad is an entrepreneur, best-selling author, attorney, and CPA (inactive) with proven abilities in business, succession and strategic planning.
Brad has successfully launched three separate companies, two of which were named eight separate times by INC magazine as the fastest growing companies in the United States. The first company, Legal Network, Ltd., was the first legal interim staffing company in Western Pennsylvania. Legal Network was subsequently acquired by a publicly held company. Thereafter, Brad, along with three others, birthed PCN Network, a national real estate closing company. In May of 2014, Brad successfully sold PCN to a private equity firm. In 2010 Brad, launched his third company, Medallion Analytics Corporation which has received funding from both Innovation Works and two private venture capital funding sources.
In 2019, Brad created his fourth company, The Succession Coach, LLC. The Succession Coach is a consulting company that provides succession planning solutions for closely-held companies throughout the country. In that same year Brad published The Succession Solution, The Strategic Guide to Business Transition, an Amazon best seller. His book has been sold in over twelve different countries.
Brad is also a shareholder and director with the law firm of Houston Harbaugh, P.C. and has been with the firm for more than thirty years. He was the firm’s president and member of its executive committee for over fifteen years. He concentrates his legal practice in the areas of business planning, mergers and acquisitions, commercial transactions, federal and state tax issues, and succession planning. Prior to attending law school, Brad was a Certified Public Accountant at EY & Company.
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francb@hh-law.com
The Succession Solution
Choose Your Own Roles: Realize Your Purpose Through The Roles You Live - Kindle edition by Franc, Bradley. Self-Help Kindle eBooks @ Amazon.com.
The Succession Solution: The Strategic Guide To Business Transition Kindle Edition
Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values Hardcover – January 1, 2010
Amazon.com: The Road Less Stupid: Advice from the Chairman of the Board eBook : Cunningham, Keith J.: Kindle Store
Bradley J. Franc - Attorney, Director and Shareholder - Houston Harbaugh | LinkedIn
The Obstacle Is the Way: The Timeless Art of Turning Trials into Triumph Kindle Edition
Find Your Why: A Practical Guide for Discovering Purpose for You and Your Team Kindle Edition
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Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
"With discipline, it's the ability to get comfortable doing the things that are otherwise uncomfortable" - Kison Patel
Kison Patel is the Founder and CEO of M&A Science, with a passion to drive the M&A industry forward. He was an M&A advisor for ten years in which he sold larger companies such as commercial banks and hotel chains. In 2012, he noticed teams lacked efficient technology to manage deals and created DealRoom, an M&A lifecycle management platform. In 2016, he started the M&A Science podcast devoting his time to creating a platform where all the best practitioners could share their best practices and lessons learned from real-life deals. Kison then created The M&A Science Academy in 2020 to offer step by step training to those looking to master M&A featuring courses created by top level practitioners. Through developing technology, educational content, and industry training, Kison aims to bring better practices to an industry with growing market pressures, transaction values, and competition.
Please enjoy!
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SELECTED LINKS FOR THIS EPISODE
kison@mascience.com
M&A Science
Kison Patel - CEO and Founder - MAScience | LinkedIn
M&A Science Podcast | Explore the Intricate World of M&A
Agile M&A: Proven Techniques to Close Deals Faster and Maximize Value Hardcover – October 14, 2019
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
"Trust your instincts." - Don Woodring
Don is the luckiest guy in the world. His mother was an alcoholic and drug addict and took him and his siblings to live in the Compton/Watts area where many bad things had transpired. His father then brought them back to Pennsylvania where they were raised. From those humble beginnings he then paid for his own college, and was selected by a Fortune 500 company as their top national recruit.
Due to the societal, familial and religious pressures, he married a woman and they had 2 beautiful boys. He also experienced some severe medical issues including Muscular Dystrophy, Type 1 Diabetes, heart attacks, strokes, skin cancer, kidney transplant, pancreas transplant, sudden and complete loss of his hearing in his right ear and will be legally blind in a couple of years.
He created a way to overcome those obstacles, however, the only “issue” that he truly struggled with was the fact that he was gay. Today he speaks on these topics and is writing a book on the topic of overcoming obstacles and how to succeed in spite of them.
Regardless of those issues, he was still able to win 3 state championships, take 3rd in another, received a scholarship to study in Mexico and receive personal mentorship from some of the best business minds in the world, including CEOs and Co-Chairmen of Fortune 500 companies.
He became a Country Manager at age 29 and the CEO of a public company at age 39. He was only one of about 10 under the age of 40 at that time. He truly feels that he is the luckiest man on the planet!
Please enjoy!
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SELECTED LINKS FOR THIS EPISODE
Email don.woodring@mentorship.club for free access to his book or a free 30-minute mentoring session
Mentorship.CLUB
Don Woodring - Founder & CEO - mentorship.CLUB | LinkedIn
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“The bigger you grow a business with impact, the more impact you can make” - Tamara Loehr
Tamara is an online strategist and impact investor, with over 25 years experience building and exiting 7 and 8 figure online wellness brands. Tamara believes in profit and purpose with all her companies having giving embedded to the United Nations SDGs. Her mandate of ‘Buy 1, Support 1, Give 1’ is driven by a community of conscious consumers who are leveraging their collective purchasing power to support female founders that give back.
Tamara’s current focus, Beusail, is disrupting the way large organizations engage, reward and retain employees. Beusail’s program helps companies drive impact and purpose from within, by empowering their team to transform their lives, and transform the world.
Tamara is a proud YPO North Star founding member, is a YPO Mentor chair board member, and former president of her EO chapter. Tamara is a globally recognised and award-winning entrepreneur, including a Gold Stevie Award in New York for Fast Growth, Fast Starter Top 20 and 3rd place in Smart Company.
Please enjoy!
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Beusail Academy
tamara.loehr@beusailacademy.com
Tamara Loehr (@tamara_loehr) / Twitter
Tamara Loehr (@tamara.loehr) • Instagram photos and videos
Tamara Loehr | Facebook
Beusail - YouTube
https://www.linkedin.com/in/tamaraloehr/
https://www.pinterest.com.au/channels1098/_created/
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
“Success is knowing what not to do as much as knowing what to do.” - 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 by 10X.
How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event? Jeffrey created the 9-step roadmap of preparation for a liquidity event.
The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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.
Please enjoy!
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SELECTED LINKS FOR THIS EPISODE
Investment Banker Round Table On Everything You Need To Know About Investment Bankers But Probably Don’t (#50)
Everything You Need To Know About Valuations But Probably Don't (#116)
How To Become Unstoppable With These 5 X-Factors That Increase Enterprise Value (#79)
The Deep Wealth Sell My Business Podcast
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
"The word accountable has bad press." - Jeff Cohen
Freedom is the dream of every entrepreneur. However, developing leaders and teams with an ownership mindset is the ticket to this fabled haven. Jeff Cohen, founder of six businesses, now presents Count-0n-Able as the new and rapid success framework that guides CEOs to make this happen.
Jeff is a seasoned Executive with over 20 years as CEO and has worked with over 300 CEO’s, Business Owners and Executives. He is a sought-after Coach, Speaker and Mentor. He is unashamed of his many failures as they have provided the rich proving ground to accelerated success.
Please enjoy!
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jgc@clevelroundtable.com
https://www.countonable.com
https://twitter.com/JCSocial
https://www.instagram.com/jeffgcohen/
C-Level Roundtable - Home | Facebook
Jeff Cohen - CEO & Founder - C-Level Roundtable | LinkedIn
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
“Compound Interest. It's a fabulous thing and use it.” - Charles Read
Charles J Read is a Certified Public Accountant (CPA), U.S Tax Court Practitioner ( USTCP), member of the Internal Revenue Service Advisory Council (IRSAC), and the Founder of GetPayroll.
Mr. Read’s companies have provided full-service payroll services, payroll tax services, and other payroll-related services since 1991.
Charles is an accomplished senior executive and entrepreneur with more than fifty years of financial leadership experience in a broad range of industries and the author of four books with the most recent one being, The Payroll Book: A Guide for Small Businesses and Startups.
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SELECTED LINKS FOR THIS EPISODE
cjr@getpayroll.com
GetPayroll
Podcast
GetPayroll twitter
GetPayroll (@getpayroll) • Instagram photos and videos
GetPayroll - Home | Facebook
GetPayroll Youtube
GetPayroll Linkedin
https://www.amazon.com/Pdp/111970443X
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
“The biggest way to prepare for how to say no is to learn how to stop saying yes.” - Glenn Poulis
Glenn Poulis is the co-founder vice president and general manager of Gap Wireless Inc. A leading distributor for the mobile broadband infrastructure market. With over three decades of experience in sales, he has developed a successful belief and strategy system by spending thousands of hours in the field or on the phone with customers and working with salespeople in several successful companies.
After entering the sales field in 1985 as a technical sales rep, Glenn founded his first company, mmWave Technologies in 1991. And using his extensive knowledge and experience of the industry he lectures groups on sales strategy. Consumerism. And what motivates people at a raw emotional level. When Glen is not working, he enjoys hiking, skiing and playing pickleball.
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SELECTED LINKS FOR THIS EPISODE
Glenn Poulos
glenn.poulos@gapwireless.com
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
“The future is just something that we can think about. And the past is something we've already done. It's all about now.” - Pete Mohr
Pete Mohr helps entrepreneurs transform their frustrations into freedoms by using a variety of frameworks that help them cut through the chaos and overwhelm of running a business. With over 25 years as a business owner, he's refined many of his tips, tools and techniques in the trenches within his own businesses. You own your business. It shouldn't own, you. It's time to start using frameworks that allow you to have a turnkey business so that you can live a life you deserve.
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SELECTED LINKS FOR THIS EPISODE
Simplifying Entrepreneurship
Email: pete@mohr.coach
Shoetopia
Simplifying Entrepreneurship Podcast
Pete Mohr - Entrepreneurial Coach | Speaker | Mastermind Facilitator - Simplifying Entrepreneurship | LinkedIn
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
“Allow for the person you are helping to be the hero.” - Dana P. Rowe
Dana's musical theatre works are performed worldwide. His scores for The Fix and The Witches Of Eastwick, produced in London by Sir Cameron Mackintosh, earned critical acclaim and two Olivier Award nominations for best new musical.
Rowe also provides original music for film and media. He recently scored the documentary Crystal City, a hard-hitting look into the crystal meth epidemic and its impact on New York City's LGBTQ community. Crystal City is included in NBC's Best LGBTQ-inclusive TV shows and films list, alongside Pose, Schitt's Creek, Euphoria, Pain & Glory, and many other notable works.
Dana's coaching practice blends 30+ years of musical theatre arts with practical business expertise to guide Artists and Creative Professionals on their individual creative journeys. He helps clients in every corner of the creative industry, including those who write and produce musicals, act in feature films, publish books, fill art galleries, and sing on Broadway and the West End.
He partners with Business Leaders who want more creative ease and flow in their lives and leadership style.
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SELECTED LINKS FOR THIS EPISODE
Dana P. Rowe | Leadership Coaching
dana@danaprowe.com
Dana P. Rowe (@danaprowe) / Twitter
Dana P. Rowe (@danaprowe) • Instagram photos and videos
Dana P. Rowe
Dana P. Rowe - Composer, Business and Success Coach for Arts Professionals - Self-employed | LinkedIn
The Magic of Knowing and Honoring Your Values
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
“The most costly mistake you can make when it comes to sales tax is ignoring the current situation or marketplace.” - Jason Parr
Jason Parr has dedicated his career to helping companies find peace of mind when it comes to state and local tax (SALT), especially sales tax. He has been with Peisner Johnson for 25 years. He currently serves as its President and CEO and has deep experience with all services offered by Peisner Johnson. Having "grown-up" in the SALT arena, he has gained expertise on how to navigate the sales tax issues and processes that keep owners, tax professionals, accountants, and CPAs up at night. Peisner Johnson focuses its efforts on helping companies manage sales tax compliance, including sales tax return services, nexus studies/risk assessments, and getting registered properly, as well as, due diligence, audit defense, research, automation, and tax recovery services. Parr lives in Dallas, and he and his wife of 31 years have 6 married children and 9 grandchildren, and 2 on the way. He enjoys golf, racquetball, ultimate frisbee, and a new favorite - pickleball.
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SELECTED LINKS FOR THIS EPISODE
Peisner Johnson
Email: jparr@pj.tax
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
“In order for businesses and employers and employees to thrive they need the capital markets to work well.” - Rene Robichaud
Rene Robichaud is Chairman and Partner at ArkMalibu. He has helped hundreds of companies think strategically and become more successful. Rene has been president and CEO of two public companies for a total of 10 years. Most recently, he served as the President and CEO of Layne Christensen (a NASDAQ company). Prior to that, he served as President and CEO of NS Group (NYSE), which he helped grow from a $150 million enterprise to a $1.5 billion company. As an investment banker for 15 years, he has worked on capital raising and strategic transactions involving many industrial and natural resource companies around the world.
As Managing Director of Salomon Smith Barney based in New York, Rene held various corporate finance roles including co-head of global metals & mining practice, head of steel practice, and head of paper & forest products practice. Previously, he was a Principal in Corporate Finance at Morgan Stanley based in New York.
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SELECTED LINKS FOR THIS EPISODE
ArkMalibu
Email: rene@arkmalibu.com
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
“Be very careful when you choose business partners.” - Josh Lindsey
Josh Lindsey Utah is the managing partner of American Business Brokers harboring nearly a decade and a half in mergers and acquisitions. He took one of his personal companies public in 2006. Josh's exceptional business acumen has allowed him to position and sell businesses at values ranging from $100,000 to over $50 million. Some of these transactions have included financial service companies, online e-commerce stores, furniture companies, advertising agencies, insurance agencies, medical supply companies, SaaS providers, manufacturing and distribution, franchises, and logistics.
Josh also owns and manages PHX Private Equity, Inc. A service that purchases businesses nationwide with private capital. This allows customers to talk directly to someone who is able to purchase their business as soon as possible. This gives them the distinction of being the only brokerage that has its own equity capital group, specifically dedicated to buying businesses.
In 2015, Josh was listed by the Utah Business Magazine as a top 40 under 40 business executive. Additionally, he and his team at ABB were honored at number 89 on Inc's 500 list of fastest-growing companies in America.
Outside of his endeavors in valuing and selling businesses, Josh enjoys coaching little league football, boating, cars, charity work, and being the best family man he can for his twin sons.
Please enjoy!
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SELECTED LINKS FOR THIS EPISODE
Joshua Lindsey LinkedIn
American Business Brokers
American Business Brokers Phone: 8 6 6 2 2 4 8 3 8 6
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
“It's all about how to run a business without it running you” - Jodie Cook
Jodie Cook is a Forbes 30 under 30 social entrepreneur in Europe. In 2011, Jodie started a digital agency that was later acquired in 2021. Alongside running a business, Jodie writes books and articles about entrepreneurship and powerlifting. Jodie's books include Stop Acting Like You're Going to Live Forever, Daily Me, and Instagram Rules. Jodie also co-wrote How to Raise Entrepreneurial Kids and the clever Tykes storybooks.
Jodie is a regular contributor for Forbes Magazine on entrepreneurship, as well as providing commentary to publications.
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SELECTED LINKS FOR THIS EPISODE
Jodie Cook
Jodie Cook (@cookiewhirls) / Twitter
Jodie Cook (@jodie.cook_) • Instagram
Jodie Cook’s Books
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
“Business relationships are what separate the winners from the losers.” - 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 by 10X.
How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event? Jeffrey created the 9-step roadmap of preparation for a liquidity event.
The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
The Deep Wealth Sell My Business Podcast
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
“The learning becomes part of the joy.” - Dan Rogers
Dan Rogers never expected to go from rolling burritos to becoming the CEO of his own company Point to Point Transportation.
In defying the odds and always looking to challenge the status quo, he helped to grow a quick-serve restaurant chain, tripled annual sales for an existing book of business, and pivoted his own company to navigate tremendous growth; the 2008 recession; and being listed for seven consecutive years of Inc 5000 listings.
Dan is committed to advising companies on how to be a Sales Sidekick- cultivating value for both their clients and employees. Dan's passion is coaching individuals so that they can clarify their vision, construct a plan, overcome obstacles, and reach their goals! In the Sales Sidekick Bootcamp, he shares the strategies and tools you can use to achieve those goals. His focus with the Sales Sidekick is first on how to help his client's well-being, build confidence, and inspire them to succeed.
Please enjoy!
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SELECTED LINKS FOR THIS EPISODE
Dan T. Rogers - LinkedIn
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
“There's a real joy and figuring out the solutions to people's problems.” - Chris Morton
Chris Morton is an operating partner at Orchid Black. Chris launches and accelerates the profitable growth of companies by creatively mapping technology to successful business models and market penetration strategies, leveraging industry partnerships, and securing institutional and strategic investment.
Highlights for Chris include being the co-founder of SkyCross which sold over 750 million antennas and was later acquired by Airgain.
Chris is also the co-founder of Mesh Networks which was acquired by Motorola and has also raised over $85 million in capital. Chris was awarded the GE Doctoral Fellowship and the Cade Prize for Company Innovation and Leadership.
Community involvement for Chris includes being the former Chairman and now Advisory Board for a Grove Florida and a member of the Executive Committee of Orlando Tech Council.
When it comes to business advice, Chris says, know your strengths and limitations. Be open to feedback and new ideas and hire accordingly. Chris's bucket list includes traveling to Egypt, learning about the structure and uses of DNA from experts, and learning to play the electric guitar when he isn't playing the drums. Chris earned his Ph.D. from the University of Pennsylvania in Communication Systems.
Please enjoy!
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SELECTED LINKS FOR THIS EPISODE
cm[at]orchid [dot]black
Orchid Black
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
“You have to think differently. ” - Henry Daas
Henry Daas is a serial entrepreneur, business coach, screenwriter, and self-described ordinary guy, and now a personal financial coach. Born in Brooklyn at the tail end of the Eisenhower years, Henry has lived his entire life in and around New York City. Henry who's focused his life around money from cutting lawns as a kid to managing a stock portfolio as an adult and everything else in between.
Henry built his consulting business DaasKnowledge to help provide professional coaching for entrepreneurs and business owners of companies with top-line sales under $10 million. His debut book FQ: Financial Intelligence is the combination of his six decades of financial knowledge and experience.
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SELECTED LINKS FOR THIS EPISODE
FQ: Financial Intelligence
Henry Daas
Meet Henry • daasKnowledge
Henry Daas on LinkedIn
Henry Daas on Facebook
Henry Daas on Twitter
Henry Daas on Instagram
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
“Peoples' currency is often praise and not money.” - 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 by 10X.
How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event? Jeffrey created the 9-step roadmap of preparation for a liquidity event.
The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
The Deep Wealth Sell My Business Podcast
Cockroach Startups: What You Need To Know To Succeed And Prosper
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
“Create your life so your work is play and your play is work.” - Rich Kozak
Rich Kozak is rocket fuel for people who want their brand to impact others' lives or the world. Rich is a sage voice of Impact Driven Branding. Rich's the Los Angeles coauthor of Cracking The Rich Code Volume Six, an Amazon bestseller in several countries where he tells his story to find your purpose and grow your business after these apocalyptic times.
His next book Impact Driven Branding, The Brand You Will Become: How To Define It And The Steps To Achieve It shares the process and how-to content. Just like Rich shares in his online one-day intensive and four-hour live workshops.
Rich, the founder, and CEO of RichBrands has experienced 44 years defining and launching brands and then marketing them. As a certified global branding consultant with partners worldwide Rich defines brands and their language for companies are impacting hundreds of industries.
Please enjoy!
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SELECTED LINKS FOR THIS EPISODE
Rich Brands' The Brand You Will Become!
rich[at]richbrands[dot]org
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
"The wisdom that I have today as a result of the path that I've chosen." - Ted Lindsley
Ted Lindsley is a serial startup, CEO, and technopreneur with three successful ventures under his belt and two exits, including one to a $2.5 billion NASDAQ traded company. He has a proven track record of recruiting exceptional talent and leading those teams to achieve success.
Ted has raised millions of dollars in venture capital, secured over 20 patents, has been interviewed on every major television network and provided SME testimony to Elected State Legislative Groups. In his early career, Ted spent 13 years in headhunting building sales and engineering teams for nearly 100 technology-driven startups and Fortune 1000 spin-offs.
In 1996, Ted invented. Talent Scouting And Acquisition methodologies are commonly used today, by nearly every major technology company around the world. He has lived, worked, and traveled in over 70 countries, including a three-year around-the-world, hiatus adventure with his wife after selling his first startup.
SELECTED LINKS FOR THIS EPISODE
Ted on LinkedIn
The Deep Wealth Experience
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
“Don't worry about it, it's all going to be fine. Just relax and enjoy the journey.” - Bharat Kanodia
Bharat Kanodia has valued over 2000 businesses and signed off on assets worth $2.6 trillion in value. He has appraised unique assets, like the Golden Gate Bridge, Atlanta Airport, Uber, Airbnb, Yahoo!, Brooklyn Bridge, and Mirage Casino in Las Vegas among many others.
Bharat is the founder of Veristrat a company that helps startup founders and VCs by telling them what their companies are worth. He lives in the San Francisco Bay area with his family and enjoys sailing, golfing, skiing, and horseback riding.
Please enjoy!
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SELECTED LINKS FOR THIS EPISODE
Bharat on LinkedIn
Startup Valuation Hub
Bharat Kanodia's Articles | Inc.com
What's It Worth On YouTube
The Deep Wealth Experience
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
“Be yourself. The universe has your back. Enjoy the ride.” - Jeff Munn
Jeff Munn helps frustrated executives and business owners take the leap into the bigger mission that's calling them. As an Executive Coach, Jeff helps clients see work and career as a spiritual journey. Business owners and executives want to make the world a better place while creating an abundant life for themselves and loved ones. A healthy bottom line is often no longer enough and simply managing a business no longer moves the dial. A greater mission calls. Jeff understands as he was in the corporate world for over 25 years as a lawyer, consultant, and executive.
Jeff has helped some of the most innovative employers in law consulting, healthcare, and financial services do things that were never done before. Wanting to help more people at a deeper level. Jeff left the corporate world and formulated a proprietary process Creating Extraordinary Futures that helps frustrated executives and business owners take the leap into the bigger mission that's calling them.
Drawing from both ancient wisdom traditions and modern neuroscience, Creating Extraordinary Futures is now the basis for all of Jeff's work. Through Creating Extraordinary Futures jeff helps expand and rework businesses, create new roles, and do something completely new.
Please enjoy!
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SELECTED LINKS FOR THIS EPISODE
Jeff[at]jmunn[dot]com
Jeff Munn on LinkedIn
The Deep Wealth Experience
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Did you enjoy this episode of The Sell My Business Podcast?
Please leave a review. Reviews help me reach new listeners, grow the show, and continue to create content that you'll enjoy.
Please click here to leave a review on The Sell My Business Podcast.
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory strategy session.
Enjoy the interview!
“The more that you can simplify your life, the more that you can appreciate and be grateful for what is right in front of you.” - Sandy Vo
Sandy Vo is a visionary, meditation teacher, and Yogi. She's the founder of the globally rated Prosperous The Podcast and her signature transformation program, Prosperous: School of Self-realization a 90-day integrative breakthrough experience for modern-day leaders.
Sandy encountered the path of meditation after living with crippling depression and anxiety for most of her teen years. Through practicing self transformational methods, Sandy learned how to self heal, mental, emotional, and physical trauma and break generational patterns. Today, Sandy speaks on stages, hosts live events and facilitates experiences for people to remember their true nature. Sandy supports others in bridging the gap between the outer world of achievements and the inner world of fulfillment.
Sandy offers a heart-centered holistic approach that integrates the mind, body, spirit and guides individuals, no matter how busy to experience life's greatest prosperity, self-realization she's also the co-founder of a conscious media platform Ladies Aligned. Sandy's work creates positive momentum for current and future generations.
Please enjoy!
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SELECTED LINKS FOR THIS EPISODE
Sandy Vo's Website
Prosperous The Community
Sandy on Instagram
The Deep Wealth Experience
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Did you enjoy this episode of The Sell My Business Podcast?
Please leave a review. Reviews help me reach new listeners, grow the show, and continue to create content that you'll enjoy.
Please click here to leave a review on The Sell My Business Podcast.
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory strategy session.
Enjoy the interview!
“Where I am today is because of the things I've done in the past.” - Andy Cabasso
Andy Cabasso is a startup founder, speaker, lawyer, former Guinness World Record holder, and occasional wedding officiant. He is the co-founder of Postaga, an all-in-one platform for link building and email outreach. Prior to Postaga, Andy started grew and then successfully sold a digital marketing agency for seven figures. Before building his agency, Andy practiced law.
Please enjoy!
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SELECTED LINKS FOR THIS EPISODE
Postaga's Website [Use podcast50 for a 50% discount for three months]
Postaga on Twitter
Andy on Twitter
The Deep Wealth Experience
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Did you enjoy this episode of The Sell My Business Podcast?
Please leave a review. Reviews help me reach new listeners, grow the show, and continue to create content that you'll enjoy.
Please click here to leave a review on The Sell My Business Podcast.
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory strategy session.
Enjoy the interview!
Dave's Zumpano was born and raised in Central New York. Dave began his professional career with Price Waterhouse and graduated from Syracuse College of law in 1992.
Dave has founded The Estate Planning Law Center, The Estate Planning Protection Trust Medicaid Practice Systems, and provided the first cloud-based law practice management system, integrated with documentation creation software for estate, Medicaid, and asset protection planning law firms.
In 2021 Dave's newest innovation Guidr, a digital, easy-to-use client interface platform was released to lawyers and once again is changing the industry by digitizing how lawyers communicate with clients to meet the demands of modern technological advancements consumers have come to expect.
In October 2021, Dave and his technology partner Guy Remond coauthored, the digitization of Law: How to Transform Technology Disruptions Into Abounding Opportunities, which provides the basis and support for the future of law practice incorporating digital technology.
Dave has been featured in the Wall Street Journal, National Public Radio and is a regular speaker and trainer to many national, regional, and local legal organizations, banking and financial institutions on estate planning, asset protection, Medicaid planning, and law practice management, utilizing his cutting edge technologies.
Dave's first priority and passion is his wife, Christine, and their children, Maria, Olivia, and Angelo.
Please enjoy!
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SELECTED LINKS FOR THIS EPISODE
Guidr.legal
The Digitization of Law: How to Transform Technology Disruptions into Abounding Opportunity
The Deep Wealth Experience
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Did you enjoy this episode of The Sell My Business Podcast?
Please leave a review. Reviews help me reach new listeners, grow the show, and continue to create content that you'll enjoy.
Please click here to leave a review on The Sell My Business Podcast.
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory strategy session.
Enjoy the interview!
Prantik Mazumdar is an entrepreneur and venture investor and acts as a digital transformation catalyst in organizations to drive sustainable change and impact. He started his entrepreneurial journey with Happy Marketer in 2011 where he spent a decade building and scaling up one of the best and most awarded independent digital marketing services firm in the region that served brands like Standard Chartered Bank, Coffee, Bean and Tea Leaf, Starbucks. Kimberly Clark. Property Guru, StarHub, Kaplan, and INSEAD amongst many of his prestigious clients.
In February 2019, Prantik had a successful exit when Happy Marketer was sold to an American digital enterprise called Merkle which is part of Dentsu international the largest Japanese advertising conglomerate. He is currently serving as the managing director of the CXM Group at Dentsu Singapore.
He is a regular columnist for Marketing Magazine, Campaign Asia. Economic Times and Business Times on all things digital transformation and marketing, and has trained over 500 entrepreneurs in the region on this subject in 2015, Prantik was recognized as one of the top 50 most influential marketers in the world.
Apart from his corporate role he is an active angel and venture investor, mentor advisor, and speaker through organizations like Quest Ventures, Thai Singapore. Health X Capital, NUS Angel Ventures and is an entrepreneur in residence at INSEAD.
Outside of work Prantik is an avid cricketer, enjoys political discourse is intrigued by behavioral economics, and is enjoying parenting a four-year-old toddler.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Prantik Mazumdar on LinkedIn
The Deep Wealth Experience
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Did you enjoy this episode of The Sell My Business Podcast?
Please leave a review. Reviews help me reach new listeners, grow the show, and continue to create content that you'll enjoy.
Please click here to leave a review on The Sell My Business Podcast.
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory strategy session.
Enjoy the interview!
"Employees don't quit jobs, but instead, quit toxic cultures” - 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 by 10X.
How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event? Jeffrey created the 9-step roadmap of preparation for a liquidity event.
The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
The Deep Wealth Experience
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Did you enjoy this episode of The Sell My Business Podcast?
Please leave a review. Reviews help me reach new listeners, grow the show, and continue to create content that you'll enjoy.
Please click here to leave a review on The Sell My Business Podcast.
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory strategy session.
Enjoy the interview!
"Do what's right and get help doing anything that you're not great at.” - Mike Malatesta
Mike Malatesta is a successful entrepreneur and business executive who founded, built, and sold one of the largest environmental service companies in the upper Midwest. Mike currently heads up ERC Midwest, LLC. A holding company he formed with Rock Island Capital to purchase and grow companies specializing in recycling and disposal solutions for commercial and manufacturing clients.
ERC Midwest successfully capitalized on two environmental companies in 2018 and one in 2019 and is actively pursuing others. In 2018 Mike founded a podcast called how to happen. That explores the stories of successful people from all walks of life. He recently recorded his 135th episode. Mike is a servant leader with a proven talent for developing exciting vision and mission initiatives, building the teamwork, talents, and systems necessary to realize those initiatives, and executing with a team to deliver the desired result.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Mike Malatesta’s website mikemalatesta.com
Mike’s book Owner Shift: How Getting Selfish Got Me Unstuck
The Deep Wealth Experience
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Did you enjoy this episode of The Sell My Business Podcast?
Please leave a review. Reviews help me reach new listeners, grow the show, and continue to create content that you'll enjoy.
Please click here to leave a review on The Sell My Business Podcast.
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory strategy session.
Enjoy the interview!
“Enjoy the journey so you can relish the time on the core things you want.” - Adam Blakney
"You're going to have to live in the world as it is today. Not in the world that maybe we wish we had” - Josh Peck
Running a lean single-family office isn't easy, and Adam Blakney runs the daily gambit of public portfolios, real estate, direct investments, and various board positions to keep the family on track towards its vision for future generations. Adam says that the money is the easy part and his principal focus is on the people, the health of the family, education, and ensuring that the plans the family makes now will create value, not just financial for future generations. Through history as well as personal experience, Adam has discovered that the best-laid plans of previous generations have been rendered obsolete in current times, demanding new ideas and new paths forward.
Since every single-family office is unique, Adam has relied on his MBA from Melbourne Business School, as well as his experiences in startup to build his single-family office from the ground up building a team of suppliers and advisors to help navigate these unchartered waters.
Joshua M. Peck is the founding member of the TrueCode Capital with nearly 20 years developing and capitalizing on emerging technologies. He utilizes a systems approach to portfolio management that leverages his deep quantitative background in financial engineering, machine learning, and applied mathematics.
Early in his career, Josh worked in academia in support of high-performance research computing environments where he became a regional expert in systems engineering, cyber security, and data engineering. In addition to his work, he is active in philanthropy through the Denver Mile High Rotary Foundation, where he is currently the treasurer and a member of the World Community Service Committee where most recently they were able to fund a cold storage project in Nepal.
Josh has served as an advisory board member, angel investor, and mentor for various venture clubs and accelerators, and has invested in a diverse group of companies.
Josh received his BS in Computer Science from Pittsburgh state university and his Master's of Science Engineering, Management from the University of Kansas.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Adam Blakney on LinkedIn
Josh Peck on LinkedIn
The Deep Wealth Experience
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Did you enjoy this episode of The Sell My Business Podcast?
Please leave a review. Reviews help me reach new listeners, grow the show, and continue to create content that you'll enjoy.
Please click here to leave a review on The Sell My Business Podcast.
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a sta
"Be confident in the decisions that you're making with the information that you have at the time" - Mark Colgan.
Mark Colgan is an entrepreneur and revenue leader responsible for increasing revenue across a small portfolio of companies where he leverages his 13 years experience of in B2B sales, marketing, and recruitment.
Mark currently splits his time as co-founder of Speak On Podcasts, mentoring B2B startups via GrowthMentor and ScaleWise, the Product Onboarders, and coaching 100’s of SDR’s through his Outbound Prospecting course via The Sales Impact Academy.
He's a Techstars 18' Alumni and a regular speaker within the B2B SaaS industry. His work has been published by SaaStock, Mailshake, Pipedrive, LeadSift, Lemlist, SugarCRM, and Baremetrics to name a few.
Mark currently lives and works from Lisbon is addicted to traveling and exploring new cultures in places. You'll often hear him saying "por que no?" why not to anything that sounds fun or gets the heart racing like wingwalking, skydiving, and paramotoring.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Speak On Podcasts website
The Deep Wealth Experience
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Did you enjoy this episode of The Sell My Business Podcast?
Please leave a review. Reviews help me reach new listeners, grow the show, and continue to create content that you'll enjoy.
Please click here to leave a review on The Sell My Business Podcast.
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory strategy session.
Enjoy the interview!
"There are things that are much more important than how much money you make or how powerful you become" - Leo Popik.
Leo Popik is a CEO advisor, mentor, coach, and board facilitator. He is the founder and CEO of Leading Peers, the premier empowerment community for CEOs. Leading Peers, helps CEOs become better leaders, live out their values, and achieve improved business results.
Leading Peers provides coaching content and connections to its members and is the support and accountability community for a growing number of CEOs. Before creating Leading Peers. Leo had a 20-year career as the founder and CEO of a company in corporate travel and events.
Leo has a master's degree from Harvard University in International Political Economy has published several books and articles. And leads Leading Peers' expert training program and learning center.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Leo’s email lp[at]leadingpeers[dot]com
Leading Peers website
The Deep Wealth Experience
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Did you enjoy this episode of The Sell My Business Podcast?
Please leave a review. Reviews help me reach new listeners, grow the show, and continue to create content that you'll enjoy.
Please click here to leave a review on The Sell My Business Podcast.
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory strategy session.
Enjoy the interview!
"To capture the deal of your dreams, build the highest level of trust with your buyer.” - 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 by 10X.
How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event? Jeffrey created the 9-step roadmap of preparation for a liquidity event.
The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Episode 100 where Jeffrey and Steve talk about the post-exit life
The Deep Wealth Experience
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Did you enjoy this episode of The Sell My Business Podcast?
Please leave a review. Reviews help me reach new listeners, grow the show, and continue to create content that you'll enjoy.
Please click here to leave a review on The Sell My Business Podcast.
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory strategy session.
Enjoy the interview!
Type image caption here (optional)
"What does work provide for me other than financial security and money?" - Denise Logan.
Denise Logan knows that to business owners, selling a business is more than a transaction. To them. It's an emotionally fraught period of transition filled with unexpected highs and lows with no clear vision of what waits at the other end for them and their family. Her passion for this work is colored by her own experience of being an unprepared business owner who made an abrupt and choppy exit from her company after ignoring the signs that it was time for several years.
She is the author of The Seller’s Journey: A Business Fable about Navigating the Emotional Obstacles to Selling Your Business and has addressed more than 5,000 audiences on three continents about the psychology of business owners and how to make it easier when the time comes to let go.
Denise provides advanced training to advisors employed by some of the world's largest financial institutions, law firms, and accounting firms, helping their clients successfully transition their businesses to new owners, and most importantly, without regret.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Twitter: @deniseloganusa
Denise on LinkedIn
www.deniselogan.com
Denise’s book: The Seller’s Journey
The Deep Wealth Experience
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Did you enjoy this episode of The Sell My Business Podcast?
Please leave a review. Reviews help me reach new listeners, grow the show, and continue to create content that you'll enjoy.
Please click here to leave a review on The Sell My Business Podcast.
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory strategy session.
Enjoy the interview!
"Focus on revenue and revenue growth." - Lowell Ricklefs.
Lowell Ricklefs is the CEO and Founder of Traction Advising, which specializes in helping B2B SaaS companies with a greater than 5 million ARR get acquired. Lowell has been a Co-founder, CEO, Chairman, and COO of $120 million public company, Startups CRO, and Global VP at Rockwell.
Lowell is a global mentor, investor board member, and CEO coach. Lowell's current business Traction Advising. Started out of his frustration when he was in a buyer's position. The investment banker model uses accounting and finance people trying to sell.
In Lowell's words, no one hires accountants to sell products, so why hire them to sell a company? Selling and marketing a small SaaS company is more like selling a technology product than selling a financial instrument. With company buying and selling experience of more than 30 organizations, Lowell knows what internal stakeholders need to approve a transaction. As a founder and CEO, he knows what it's like to start up a company, build a product, hire employees, raise money, find customers, keep them happy and make payroll.
Lowell leverages this experience to craft acquisitions that get the best outcome for the founders and investors in a structured way that maximizes success
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Lowell’s email lowell[at]tractionadvising[dot] com
The Traction Advising Website
Lowell on LinkedIn
The Deep Wealth Experience
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Did you enjoy this episode of The Sell My Business Podcast?
Please leave a review. Reviews help me reach new listeners, grow the show, and continue to create content that you'll enjoy.
Please click here to leave a review on The Sell My Business Podcast.
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory strategy session.
Enjoy the interview!
"Everybody has unique abilities, and you must hone in on what you're really good at." - Guy Remond.
Guy Remond is an experienced individual with over 20 years in tech, software and consulting, advisory industries, founder, director, investor, and advisor. Guy's working career began in retail where he enjoyed an 11-year stint in various managerial positions. Following this, he followed his passion for anything technical and branched out on his own, into the technical world.
In 2001, he was a founding member and CEO of Cake Solutions Limited, and over the next 16 years, he directly oversaw the development of the business from a small startup to that of an international multi-million-pound company respected as a cutting edge of engineering and process in the open-source software development world.
After being recognized in the Deloitte UK Technology Fast 50, and being viewed as one of the most unique, forward-thinking, and fast-growth companies in the industry, Cake Solutions Limited was acquired by a multinational corporation. And the business was subsequently rebranded as Disney Streaming Services, which is a wholly-owned subsidiary of a company owned by The Walt Disney Corporation. As a creative and widely experienced individual with a keen focus on personal development, company culture, and process. improvement, Guy has invested in a number of companies and is actively working with these companies in a non-executive director or chairman role, helping them to fulfill the leadership's drive to a successful outcome. Guy is building two new organizations with his business partners, Gary Fletcher and Dave Zupano.
EHE Capital Limited is a highly efficient, tech-led private equity organization with a genuine focus on supporting entrepreneurs through their companies’ high growth stage through to be a successful conclusion. EHE capital also provides qualified, high-quality deal flow for investors, private equity, and venture capital organizations.
Guidr LLC is a legal document platform whose moonshot is to be the largest legal entity in the world that does not employ any lawyers. Guidr LLC is digitizing, democratizing, and demonetizing legal services, helping smaller law firms compete in the digital era.
In addition to his working commitments, Guy dedicates time to charitable activities. For well over a decade, he has worked with Variety, the children's charity in a number of voluntary roles, currently acting as the Chairman for the Northwest Region in the UK and more recently as a trustee for the organization.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
ehe.capital
guidr.legal
guyremond[at]gmail[dot]com
The Deep Wealth Experience
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Did you enjoy this episode of The Sell My Business Podcast?
Please leave a review. Reviews help me reach new listeners, grow the show, and continue to create content that you'll enjoy.
Please click here to leave a review on The Sell My Business Podcast.
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liqui
"Make people want to say yes to you because when they want to say yes to you, they find a way to say yes to you" - Michelle Tillis Lederman.
Connection creator Michelle Tillis Lederman is an expert on workplace communications and relationships. Michelle's mission is to help people work better together and advance their individual impact. Named by Forbes as one of the top 25 networking experts, Michelle is a speaker trainer, coach, and author of four books, including the Connector's Advantage and the internationally recognized The 11 Laws of Likeability.
An executive coach, people, expert, and CEO of Executive Essentials, Michelle inspires organizations and individuals to build real relationships and get real results. Having worked with The fortune 500, nonprofit, university, and government clients she's identified the common struggle. Its people challenges.
When asked by her young son, what she does she simply replied, "I help people work better together."
This purpose has driven her work with clients large and small, including JP Morgan. J&J. Deutsche Bank, Michigan State University MetLife. Sony, Ernst & Young, the Department of Environmental Protection, and Madison Square Gardens. Highly sought after for her energetic, engaging, and authentic presentations Michelle has appeared on stages around the globe.
She holds a Certified Speaking Professional designation from the National Speakers Association, placing her within the top 3% of speakers. Her deep expertise has led her to be a regular media contributor appearing on CBS. NBC, Fox NPR, CNBC, the New York Times, the Wall Street Journal, Working Mother, US News and World Report, MSNBC, Forbes, and USA Today among many others. Michelle spent a decade in finance with positions in audit, M&A, finance consulting, venture capital, and hedge fund investing.
Passionate about education. Michelle served as a communications professor at NYU's Stern School of Business on the Faculty of the American Management Association, Lehigh Executive Education, and Rutgers Executive Education.
She received Her BS from Lehigh University, her MBA from Columbia Business School holds the PCC designation from the International Coaching Federation and is certified in Marshall Goldsmith Stakeholder Centered Coaching Method. Executive essentials is a certified woman business enterprise.
Michelle lives in New Jersey with her husband two sons and two rescue dogs.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
www.michelletillislederman.com
www.executiveessentials.org
www.youtube.com/user/MichelleLederman
twitter.com/mtlederman
facebook.com/MichelleTillisLederman
www.linkedin.com/in/communicationexpertspeaker
www.instagram.com/mtlederman
www.michelletillislederman.com/resources-page/#videos
The Deep Wealth Experience
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Did you enjoy this episode of The Sell My Business Podcast?
Please leave a review. Reviews help me reach new listeners, gr
"Give yourself the ability to see those new opportunities by giving yourself the time and find that Kairos moment" - Steve Wells.
Jeffrey Feldberg and Steve Wells are the co-founders of Deep Wealth. The M&A journey for Jeffrey and Steve began when they said "no" to a 7-figure and "yes" to mastering the art and science of a liquidity event. Jeffrey and Steve said "yes" to a 9-figure offer two years later. During the process, Jeffrey and Steve increased his company value by 10X.
How did this dynamic duo increase company value 10X and go to a 9-figure liquidity event? Enter the 9-step roadmap of preparation for a liquidity event. The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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.
Celebrating the 100th episode of The Sell My Business Podcast, Jeffrey and Steve do a deep dive on the post-exit leave. Some of the most challenging aspects of post-exit life are tackled. Steve shares his journey over the past year and his changes to optimize his life for happiness. Learn some of the biggest failures and successes of Jeffrey and Steve post-exit. As important, you'll learn the strategies that you can start today that help you optimize for a life of happiness after your liquidity event.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
A.J. Wasserstein podcast on how to optimize your life for happiness
A.J. Wasserstein's case note: What’s Next The Entrepreneur’s Epilogue and the Paradox of Success
The Deep Wealth Experience
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
Book Your FREE Deep Wealth Strategy Call
Did you enjoy this episode of The Sell My Business Podcast? Please leave a review. Reviews help me reach new listeners, grow the show, and continue to create content that you'll enjoy.
Please click here to leave a review on The Sell My Business Podcast.
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory strategy session.
Enjoy the interview!
"Failure is an excellent teacher." - Todd Wilkowski
As a member at Frost Brown, Todd. Todd Willkowski focuses his practice on serving private, closely-held, and family-owned businesses as their outside general counsel, consigliere, and trusted advisor on all legal, risk management, and strategic growth issues.
In this role, Todd provides timely, practical, strategic, and value-added insight regarding issues related to strategic planning, enterprise risk management, contract drafting and negotiation, litigation and dispute resolution, business succession and exit strategy planning, tactical and strategic HR issues, intellectual property, employee compensation and incentive plans, and corporate restructuring.
Todd takes a proactive approach in developing a deep understanding of his clients; businesses and building trust with their decision-makers at all levels. With this knowledge, he identifies and provides innovative, get to yes, and customized solutions to issues impeding his client's continued development and success. He also advises his clients on potential strategies for seizing current market opportunities while concurrently and effectively leveraging the risk commensurate with these opportunities to foster their continued profitable growth.
Besides a prior career as an air force officer and counter-drug and counter-terrorism intelligence officer, Todd also has provided counsel on a myriad of legal issues affecting the construction, Manufacturing, and client services industries in both private practice and as a general counsel.
Prior to joining Frost Brown Todd, Todd served for seven years as the general counsel for Baker Concrete Construction, the nation's largest concrete construction specialty contractor, where he had daily oversight of the company's legal, enterprise, risk management, contracts, ethics, compliance, political lobbying, and government relations functions.
Prior to Baker Concrete, Todd was a partner with a large Cincinnati law firm where he gained substantial litigation, arbitration, and alternative dispute experience in assisting the firm's clients with resolving risk issues that threaten their profitable growth, or continued sustainability. Todd is passionate about networking, especially connecting great people and help solve problems.
Todd resides in Loveland, Ohio with his wife, Heather, and three children. His oldest son just completed his freshman year at OSU.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Todd’s email toddwilkowski[at]fbtlaw[dot]com
Todd's number +15138708241
Todd on LinkedIn
The Deep Wealth Experience
FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)
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Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket
"Everyone wants to be on the winning team." - Tim Fischell
Dr. Tim Fischell is a Professor of medicine at Michigan State University and Medical Director of the Department of Cardiovascular Research, as well as Director of the Interventional Cardiology fellowship program at the Borgess Heart Institute in Kalamazoo, Michigan. He has an active practice as an interventional cardiologist at the Borgess Heart Institute in Kalamazoo.
After receiving his medical degree from Cornell University Medical Center, Dr. Fischell completed an internship and residency in internal medicine at Massachusetts General Hospital at Harvard University and then completed his cardiology fellowship and interventional cardiology fellowship at Stanford University Medical Center.
He was on the faculty at Stanford for five years, and then director of the cardiac cath labs and interventional cardiology at Vanderbilt University from 1992 to 1996. Dr. Fischell is board certified in internal medicine, cardiovascular medicine, and interventional cardiology. Dr. Fischell is an active inventor with more than 100 issued US patents.
He has served as principal investigator for five National Institutes of Health grants, as well as several other research grants. Dr. Fischell has research interests in vascular biology, interventional cardiology devices, such as stents, and renal denervation, and has presented more than 200 papers in the United States and abroad. A member of the editorial board, of Cardiovascular Revascularization Medicine, Journal of Invasive Cardiology, and the Journal of Interventional Carademydiology.
Dr. Fischell has authored more than 120 papers. He is a founder and a CMO of Ablative Solutions and CEO and Co-founder of CrossLiner Inc., And is a serial entrepreneur and founder of eight other medical device companies.
He has received numerous awards and honors, including the Thorax Center Andrius Gruntzig Award for the inventor of the year in 1997, the CRT 2015 Innovation Award, and is a fellow in the National Academy of Inventors.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Dr. Tim Fischell on LinkedIn
The Deep Wealth Experience
Book Your FREE Deep Wealth Strategy Call
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory strategy session.
Enjoy the interview!
"Despite your past you can create any future you want." - Tony Grebmeier
As a husband, father, friend, and serial entrepreneur, Tony Grebmeier's current ventures include co-founding ShipOffers with his childhood friends and he's the creator of the Be Fulfilled brand.
Tony's journey of finding fulfillment was filled with thoughts that it either wasn't possible or even of giving up. Tony's desire to give back and help people happened when his friend John saved Tony's life. Leveraging 24 years as an owner-operator, Tony created the Be Fulfilled journal, which has enabled over 5,000 entrepreneurs to develop a fresh vision for their life.
As the host of the popular Be Fulfilled Podcast: The Real Stories Behind Success, Tony is on a quest to redefine how you determine success. It's the perfect show for anyone on their journey to personal or professional fulfillment who is looking for some additional motivation on the climb up the success mountain.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Tony’s website tonygrebmeier.com
The Be Fulfilled Journal
The Be Fulfilled Recovery
The Deep Wealth Experience
Book Your FREE Deep Wealth Strategy Call
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory strategy session.
Enjoy the interview!
"Be the best version of who you were created to be and what a fulfilling life you're going to have." - Todd Wilkowski
As a member at Frost Brown, Todd. Todd Willkowski focuses his practice on serving private, closely-held, and family-owned businesses as their outside general counsel, consigliere, and trusted advisor on all legal, risk management, and strategic growth issues.
In this role, Todd provides timely, practical, strategic, and value-added insight regarding issues related to strategic planning, enterprise risk management, contract drafting and negotiation, litigation and dispute resolution, business succession and exit strategy planning, tactical and strategic HR issues, intellectual property, employee compensation and incentive plans, and corporate restructuring.
Todd takes a proactive approach in developing a deep understanding of his clients; businesses and building trust with their decision-makers at all levels. With this knowledge, he identifies and provides innovative, get to yes, and customized solutions to issues impeding his client's continued development and success. He also advises his clients on potential strategies for seizing current market opportunities while concurrently and effectively leveraging the risk commensurate with these opportunities to foster their continued profitable growth.
Besides a prior career as an air force officer and counter-drug and counter-terrorism intelligence officer, Todd also has provided counsel on a myriad of legal issues affecting the construction, Manufacturing, and client services industries in both private practice and as a general counsel.
Prior to joining Frost Brown Todd, Todd served for seven years as the general counsel for Baker Concrete Construction, the nation's largest concrete construction specialty contractor, where he had daily oversight of the company's legal, enterprise, risk management, contracts, ethics, compliance, political lobbying, and government relations functions.
Prior to Baker Concrete, Todd was a partner with a large Cincinnati law firm where he gained substantial litigation, arbitration, and alternative dispute experience in assisting the firm's clients with resolving risk issues that threaten their profitable growth, or continued sustainability. Todd is passionate about networking, especially connecting great people and help solve problems.
Todd resides in Loveland, Ohio with his wife, Heather, and three children. His oldest son just completed his freshman year at OSU.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Todd’s email toddwilkowski[at]fbtlaw[dot]com
Todd on LinkedIn
The Deep Wealth Experience
Book Your FREE Deep Wealth Strategy Call
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day De
Type image caption here (optional)
"Accountability is the key that unlocks success" - 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 by 10X.
How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event? Jeffrey created the 9-step roadmap of preparation for a liquidity event.
The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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.
Do you know the five key traits of successful business owners? Most business owners should, but don’t. If you want to crush it and win, especially with your liquidity event, master these five key traits.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
The Deep Wealth Experience
Book Your FREE Deep Wealth Strategy Call
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory strategy session.
Enjoy the interview!
"Listen more than you speak, you know, you have two ears and one mouth for a reason." - Jayson Lowe
Jayson Lowe is the founder of Ascendant Financial, Inc. A highly regarded coach, speaker, and advisor to individuals and business owners nationwide.
Jayson leads a team of professionals highly sought after for their expertise and commitment to the process of Becoming Your Own Banker, developed by the late R. Nelson Nash.
This is evident in all areas of Ascended Financial and its successful process, which works to help people achieve financial prosperity in both their personal and business lives.
Jayson also works closely with accountants, lawyers, and strategic partners to provide unique and unrivaled solutions that maximize clients' wealth. He is recognized as one of Canada's top overall advisers, author of several publications, and co-author of The Bankers' Secret - A Simple Guide to Creating Personal Wealth for Canadians.
Jayson has delivered hundreds of presentations to the general public, appeared on countless stages, and interviews.
He is internationally recognized as one of the leading educators and implementers of Becoming Your Own Banker, The Infinite Banking Concept.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
R. Nelson Nash’s book Becoming Your Own Banker
The Bankers Vault
Wealth Without Bay Street
Jayson’s Book Becoming Your Own Banker
The Deep Wealth Experience
Book Your FREE Deep Wealth Strategy Call
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory strategy session.
Enjoy the interview!
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"Life explains itself in hindsight, you can't plan for certain things." - Alex Brueckmann
Alex Bruekmann is an entrepreneur, author, executive coach and board advisor. He built, scaled, exited companies and led client projects across the world.
His areas of expertise, our strategy development, leadership development and entrepreneurship. His passion lies in helping clients build profitable businesses rooted in purpose.
Alex speaks on the topics of international strategy and entrepreneurship. In his upcoming book, he presents a new framework called The Nine Elements of Organizational Identity, which helps people build better businesses.
Alex is a storyteller with an academic background in general management with degrees from EBS University in Germany, Universidad ORT in Uruguay, as well as certificates from INSEAD and Harvard Business School.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Alex's website
Alex's book The Nine Elements of Organizational Identity
Alex's LEGACY Summit
The Deep Wealth Experience
Book Your FREE Deep Wealth Strategy Call
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory strategy session.
Enjoy the interview!
"Life explains itself in hindsight, you can't plan for certain things." - Alex Brueckmann
Alex Bruekmann is an entrepreneur, author, executive coach and board advisor. He built, scaled, exited companies and led client projects across the world.
His areas of expertise, our strategy development, leadership development and entrepreneurship. His passion lies in helping clients build profitable businesses rooted in purpose.
Alex speaks on the topics of international strategy and entrepreneurship. In his upcoming book, he presents a new framework called The Nine Elements of Organizational Identity, which helps people build better businesses.
Alex is a storyteller with an academic background in general management with degrees from EBS University in Germany, Universidad ORT in Uruguay, as well as certificates from INSEAD and Harvard Business School.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Alex's website
Alex's book The Nine Elements of Organizational Identity
Alex's LEGACY Summit
The Deep Wealth Experience
Book Your FREE Deep Wealth Strategy Call
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory strategy session.
Enjoy the interview!
"Live every moment as if it has an answer to a question that you can't ask yet" - Holly Woods
Holly Woods Ph.D. and founder of the Emergence Institute is a visionary who sees deeply into other souls. She activates and catalyzes what wants to come alive in people and guides them to manifest their dreams through practical strategies.
Holly brings 30 years of consulting and coaching in human and organizational development and two decades of experience building and scaling businesses and products to help entrepreneurs, visionaries, and innovators create impact. She helps clients uncover their nuance purpose, gain capacities and mindset to attain their unreasonable goals, and aligns decisions, products, and systems around what matters most. Holly is the author of the bestseller, The Golden Thread: Where to Find Purpose In the Stages of Your Life.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Holly’s Book The Golden Thread: Where to Find Purpose In the Stages of Your Life
Contact Holly: holly[at]emergenceinstitute[dot]net
The Deep Wealth Experience
Book Your FREE Deep Wealth Strategy Call
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory strategy session.
Enjoy the interview!
8WirM3faibtpfxRdDN8w
"Most business owners leave it to chance when they decide to have a liquidity event. The results speak for themselves." - 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 by 10X.
How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event? Jeffrey created the 9-step roadmap of preparation for a liquidity event.
The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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.
Most business owners leave it to chance when they decide to have a liquidity event. The results speak for themselves.
Up to 90% of liquidity events fail. Of the "successful" liquidity events, most business owners fail again. Most buyers walk away with 50% to over 100% of the deal value in their pockets.
Learn the five key things you must do when preparing for an acquisition.
Please enjoy!
SELECTED LINKS FOR THIS EPISODE
The Deep Wealth Experience
Free Deep Wealth eBook download
Book Your FREE Deep Wealth Exit Call
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory call.
Enjoy the interview!
"You're not going to be happy and you're not going to fulfill yourself if you're not honest with yourself." - Sam Duboc
Sam Duboc's career is marked by his passion for entrepreneurship, his ingenuity, and corporate and community leadership. He is president and CEO of Elkland Capital Inc., a family-owned investment firm with a current portfolio covering a wide range of industries, including, but not limited to health sciences, clean energy, marketing services, and technology. Mr. Duboc is also the chair and CEO of MindBeacon, behavioral health companies that deliver evidence-based therapy through clinics and a digital platform. As a co-founder, Sam successfully built EdgeStone Capital Partners, one of Canada's leading private equity firms, which has managed in excess of $2 billion for institutional and high net worth investors since inception.
Before this he was a managing director at CIBC Capital Partners and co-founder of the Loyalty Group Inc. now called LoyaltyOne, the parent company of the Air Miles Reward Program.
In 2013, Mr. Duboc served as a Clifford Clark visiting Economist and Special Advisor on Venture Capital for the Department of Finance Canada, leading the team in designing and implementing the Government of Canada's Venture Capital Action Plan. Throughout his career, Sam has served on the boards of numerous companies including but not limited to Business Development Bank of Canada, Porter Aviation Holdings and Stephenson's Rental Services.
He currently serves on the board of directors of MindBeacon Holdings Inc. and Avanti Logixx Inc.
A dedicated and active member of the community, Mr. Duboc is a co-founder and former chair of Pathways to Education Canada, an internationally recognized and award-winning nonprofit organization focused on improving the lives of Canada's disadvantaged youth and their communities through educational attainment.
In addition to his work with Pathways, Sam is the co-founder of LEAP: the Center for Social Impact. Sam is also the former board member of the CAMH Foundation and the Rumi Initiative and a member of the World's President Organization, The Chief Executives Organization, and Ontario's Panel on Economic Growth and Prosperity.
Sam holds a Bachelor of Science degree in Chemical Engineering from Tufts University, magna cum laude, and Tau Beta PI and an MBA from Harvard Business School. In 2000, Sam was recognized as one of Canada's Top 40 Under 40, and in 2005 was chosen as one of the 10 Most Influential Alumni of the Program.
Mr. Duboc is a recipient of an Outstanding Volunteer Award from the Association of Fundraising Professionals, Greater Toronto Chapter. And Ted Anderson Community Leadership award from The Canadian Venture Capital Association.
Please enjoy!
SELECTED LINKS FOR THIS EPISODE
Sam Duboc on LinkedIn
Sam's email sam[dot]duboc[at]mindbeacon.com
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master som
"Stick to comparing yourself to the person you were, who you are now, and who you want to become." - Steve Wittal
With over 25 years in Executive Sales Leadership roles in both private and public companies. Steve Wittal has deep sales leadership experience and is passionate about leading sales teams and working shoulder to shoulder with business owners and leaders to exceed their growth ambitions.
Steve began his career in a family enterprise, leaving in 1995 to join the corporate world. Steve spent time in the agency space. In a sales and marketing consulting firm. Before leaving the corporate world in 2017 Steve was the SVP of Sales for Data Communications Management.
Steve now runs a sales consultancy, Launch Sales Advisory. As a fractional sales leader, Steve helps small and mid-size enterprises build their roadmap to achieve higher revenues.
Please enjoy!
SELECTED LINKS FOR THIS EPISODE
Steve Wittal's website Launch Sales
The Deep Wealth Experience
Book Your FREE Deep Wealth Exploratory Call
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory call.
Enjoy the interview!
"Prioritize family time over work time." - Justin Breen
Welcome to this special Holiday Edition of The Sell My Business Podcast.
Since our start, we created a tradition at Deep Wealth. Each year we share meaningful insights to take you through the Holiday Season and New Year.
This year is no exception as we welcome thought leader and best-selling author, Justin Breen.
Why Justin as our guest for The Sell My Business Podcast Holiday Special?
Justin's clients are the top 0.01% of successful entrepreneurs. Success leaves clues but only if you know where to look and what to ask. As a former reporter and with the ability to simplify, Justin was up to the task.
The result is Justin's book: Epic Business: 30 Secrets to Build Your Business Exponentially and Give You the Freedom to Live the Life You Want!
The Holiday Season is our favorite time of year. Time slows down and we have an opportunity to think, reflect, and plan.
Here to you making the most of your time to prepare for success.
May this Holiday Season and New Year be your best one ever. May you welcome blessings, health, and prosperity into your life.
Happy Holidays and New Year!
Let's learn more about Justin.
Justin Breen is the founder and CEO of BrEpic Communications LLC, a public relations company that works exclusively with visionaries and exceptional businesses around the world. Although BrEpic Communications is a public relations firm - Justin still considers himself a journalist- which is how he started out in his career.
Breen is hard-wired to seek out and create viral, thought-provoking stories that the media craves, and he finds the best stories when he networks with visionary entrepreneurs and executives who understand the value of investing in themselves and their businesses.
In May 2020, Justin published his first book, Epic Business. The book details 30 lessons that he’s learned working with some of the top entrepreneurs in the world and outlines how he has applied their wisdom to his company.
Justin attended the University of Illinois, where he received his Bachelor of Science in News and Editorial Journalism. In 2020 his company was a winner of the Silver Trumpet award from the Publicity Club of Chicago.
Justin resides in the Greater Chicago area with his wife, Sarah, and two children, Jake and Chase.
Please enjoy!
SELECTED LINKS FOR THIS EPISODE
Justin Breen on Episode 77 of The Sell My Business Podcast
Justin Breen on LinkedIn
Justin's book Epic Business: 30 Secrets to Build Your Business
Exponentially and Give You the Freedom to Live the Life You Want!
BrEpic Communications LLC website
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business
"Listen to the people who rub you the wrong way because there's a grain of truth to something that they're saying." - Lynn Thomas
Lynn Thomas is an experienced, accomplished, dynamic, energetic, and deeply caring leader. She has been committed to cultivating transformative leaders for over 30 years, working with executives, managers, founders, organizations, and institutions to navigate change, rejuvenate culture, and exceed their potential in areas of business and beyond.
Stints as a consultant, tax attorney, private banker, and change agent have all contributed to her unique, compelling, and agile approach, one that engages, inspires, and motivates her clients.
In turn, her clients generate remarkable successes as they become more agile, more innovative, and kinder. As a result, the companies become more profitable, and their employees become more engaged and find their workplaces more enjoyable.
Lynn has been a keynote speaker at hundreds of conferences, conventions, associations, and organizations. In addition, she's been a columnist for trade publications and has authored many articles. Her second book, WOW! Your Way To Profit is a number one bestseller.
Please enjoy!
SELECTED LINKS FOR THIS EPISODE
Lynn's book WOW! Your Way to Profit
Thomas Consulting website
Lynn on LinkedIn
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory call.
Enjoy the interview!
"Don't take yourself so seriously." - Mike Acker
Mike Acker is an executive and communication coach and a keynote speaker. Mike is the author of four books, including the bestselling book Speak With No Fear. Forbes has designated Mike's book as the number one book on overcoming fear of speaking.
Mike passionately coaches, business professionals, to lead and speak with confidence. In presentations, he entertains and inspires audiences using stories of growing up as the son of drug smugglers who turned missionaries. He retells and relates lessons learned on how to overcome insecurity and exclusion in a cross-cultural setting. And he unpacks the path from employee to manager to leader.
Please enjoy!
SELECTED LINKS FOR THIS EPISODE
Speak With No Fear
Speak & Meet Virtually
Mike's website
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory call.
Enjoy the interview!
"If you want the highest enterprise value, think like a buyer." - 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 by 10X.
How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event? Jeffrey created the 9-step roadmap of preparation for a liquidity event.
The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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.
There are five things nobody tells you about a liquidity event that you should know. After all, your liquidity event is the most important financial decision of your life.
Learn how to master five powerful strategies that help maximize enterprise value.
Please enjoy!
SELECTED LINKS FOR THIS EPISODE
Jeffrey Feldberg on LinkedIn
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory call.
Enjoy the interview!
"Take a breath. Step back. Process. Meditate.." - Mark Gaunya
Mark Gaunya is a principal at Borislow Insurance (BI) and the founder of Captivated Health. BI is a leading regional employee benefit brokerage and strategic advisory firm.
Mark is a pioneer in using health and wellness plans to lower costs and improve health. In 2017, Employee Benefit News named Mark as a national Top 30 Benefits Advisor to Watch. In 2014, Mark accepted the most innovative broker of the year award.
Captivated Health helps middle-market employers Bend The Healthcare Trend. Mark shares how a business can provide a high quality of care while lowering costs. At the same time, Mark reveals how the health insurance industry is set up against you and what you can do about it.
Please enjoy!
SELECTED LINKS FOR THIS EPISODE
Mark's Book: Bend The Healthcare Trend
Mark[at]Borislow[dot]com
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory call.
Enjoy the interview!
"Surround yourself with people that have greater expertise than you." - Jason Mandel
Jason Mandel has over 25 years of entrepreneurial experience in financial services and insurance. Mandel is the founder of ESG Insurance Solutions LLC and principal of Sky Gem Advisors, a business consulting firm. Previously, he was a partner at Soundview Strategic Advisors and HM Fund Management. In addition, Jason has held positions at the LeFrak Organization, D.E. Shaw, and Cantor Fitzgerald.
Through innovative insurance solutions, Jason helps business owners in three key areas:
-
Increase enterprise value
-
Keep top talent
-
Protect your business.
Jason reveals little-known strategies to help take your business to the next level.
Please enjoy!
SELECTED LINKS FOR THIS EPISODE
Jason Mandel on LinkedIN
insurancethoughtleadership.com
esginsurancesolutions.com
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Click here to book your free exploratory call.
Enjoy the interview!
"Simplify wherever possible" - Tony Chiapetta
As an entrepreneur for almost 20 years, Tony Chiappetta's mission is to change the IT game to people first, instead of focusing on fixing tech problems. Whether Chiappetta's company runs a client's IT division or complements a client's dedicated IT team, the less is more mantra has been a game-changer. That especially has been the case over the last 12 months, since COVID-19 forced most employees to work from home. Two years after graduating from the University of Southern California in 2000, Chiappetta decided to leave the corporate world and go into business for himself with AMC Modern IT.
He reached out to 1000 people, cold calling people directly from the Yellow Pages before landing his first client, an older real estate agent who says Chiappetta reminded him of his younger self. Chiappetta went from charging hourly rates as a 23-year-old to eventually monitoring systems and backup systems on a daily rate to building a team of 24 employees in 2014.
That year, Tony's company was trying to plug tech holes, pull all-nighters and solve an overwhelming amount of problems. So, Chiappetta devised a list of 400 items that prevented downtime and security breaches, as well as created client-specific documentation, such as a detailed new user set-up and removal process for each client. He then created a dedicated role in his organization to continuously review the checklist and found he was preventing 80% of reactive issues that once plagued his clients.
Without reactive issues, time was now focused on creating IT strategies for his clients. This new process required a lot more time so, Chiappetta was forced to raise rates exponentially which left him with 19 clients from an original pool of hundreds and dropped his employee counts from 24 to eight.
But eventually, the smaller pool of clients became a much bigger one and his team began to rebuild as well. Now, Chiappetta and his firm are global with employees and clients around the world.
SHOW NOTES
- Why you need to have the right employees in the right position to help run the business
- The importance of training employees
- How employees need to see the big picture to become more productive
- What's wrong with IT today, and what's needed to have IT as an agent for growth and profits
- Why your most valuable "assets" are your employees
- How COVID-19 has forever changed the workplace and what you can do about it
- The importance of accountability and clarity in a business
- Why you shouldn't be hosting and managing servers in-house
- What you need to know about where technology is heading
- How to free up your time to focus on a strategy that grows the business
- Why Tony going from 24 employees to 8 employees after he raised prices was a blessing in disguise
- The importance of structure and documentation
- Why systems and processes make it easier to lead employees
- The difference between managing and leading
- Why a great business to sell is also a great business to keep
- The importance of coaches and mentors
- Know that what seems like a big issue at the time isn't
- The power of focusing on the big picture
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.
"You can be a leader, but don't always need the ball in your hands" - Jim Barnish
Jim Barnish is the Co-founding Managing Partner of Orchid Black. Jim is a strategic change leader with over 15 years of leadership experience in global and integrated operations. M&A and strategic go-to-market planning.
Drawing on deep operational and investment experience at startup and scale-up businesses, Jim has created and curated a collection of proven data-driven processes and methodologies to help companies build a scalable, fundable, VC-ready solution with accelerating organic growth.
SHOW NOTES
- Jim shares the mission of Orchid Black to help early growth stage companies
- How to become a durable and robust business growing to new heights
- What a company needs to do at the pre-product market stage for success
- Strategies to grow during the post-product market stage
- What growth experts focus on to help your business welcome rapid growth
- The power of Orchid Black's 360 perspective platform
- Why you must create a strategy that aligns with your team
- The power of a strategic narrative
- Why you must show transferable value to your future buyer
- How the correct type of strategy connects to your operating model
- Why you must ensure your business runs without you
- The power of a coach to help business owners
- How to avoid burnout so you can thrive and prosper
- Strategies you can use to fund growth
- Why you and your business must show compassion, especially with the coronavirus pandemic
- How the coronavirus pandemic has forever changed the business landscape
- M&A valuations as a result of the coronavirus pandemic and where the market is heading
- How to think about the timing of your liquidity event
- The pyramid of value and how you can incorporate it into your business
- Why you must build a moat around your business to drive value and protect you from the competition
- The difference between being bought versus sold
- What you can do to be a better leader and welcome growth
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
Jim Barnish on LinkedIn
Jim's email JB[at]Orchid[dot]black
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
This podcast is brought to you by the Deep Wealth Experience.
Your liquidity event is the largest and most important financial transaction of your life.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave anywhere from 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
I should know. I said no to a seven-figure offer and yes, to mastering the art and science of a liquidity event. Two years later, I said yes to a different buyer with a nine-figure offer.
Are
"Show me your business model and I'll tell you your future" - 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 by 10X.
How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event?
Jeffrey created the 9-step roadmap of preparation for a liquidity event.
The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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
- X-Factors That Increase Enterprise Value Include A Strong Management Team
- Does the business run without you
- What A Buyer Wants
- Why you get more growth and market disruptions when your business runs without you
- Why Your Business Model Sucks And What You Can Do About It
- The three must-have components of a market-disrupting business model
- Look To A Blue Ocean As One Of The X-Factors That Increase Enterprise Value
- How to get out of a red ocean and into a blue ocean
- Why you'll create a market disruption with a blue ocean
- Why A Rich And Thriving Culture Is One Of The X-Factors That Increase Enterprise Value
- How culture is like a fingerprint
- Why a rich and thriving culture includes KPIs
- The importance of a vision that all your stakeholders know
- Why Four Kinds Of Clarity Are Part Of The X-Factors That Increase Enterprise Value
- Finding the balance between abdication and micro-management
- How structural clarity makes it clear for the role of every position
- Why job clarity sets expectations of what each person should and should not be doing
- The importance of task clarity in documenting systems and processes
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 LinkedIn
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
This podcast is brought to you by the Deep Wealth Experience.
Your liquidity event is the largest and most important financial transaction of your life.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave anywhere from 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
I should know. I said no to a seven-figure offer and yes, to mastering the art and science of a liquidity event. Two years later, I said yes to a different buyer with a nine-figure offer.
Are you thinking about an exit or liquidity event?
If you believe that y
"Unless you are future-ready you will not survive in the medium and long-term" - Hemu Javeri
Hemu Javeri is a new age investor, entrepreneur, board member, and formally you, one of India's most respected CEOs with a proven track record. Hemu's strengths are diverse consumer businesses, D2C tech, mobile and digital technology, and innovation.
Hemu contributes significant shareholder value by building new businesses and transforming large companies. Hemu has created and built world-class consumer brands, leveraged disruptive technology and innovation, built a large omnichannel distribution, including complex retail networks, and inspired, nurtured, and built passionate teams.
Hemu has pioneered innovation in mobile and internet businesses and created one of India's first PE fund managers with a hands-on value-adding and investment philosophy that delivered substantial returns by innovative exits.
In earlier professional roles Hemu was President of Madeira Garments, India's largest lifestyle apparel company, and Country, Head of Nike India. Current board roles for Hemu include being the Chairman and CEO of the First Cricket Company, Founder and Chairman of Zeven Sports, and Co-founder and Managing Director of Forum Synergies PE Fund Manager.
Hemu is a member of YPO and is the Founder and Managing Trustee of Hasmukh Kala Foundation, which helps to transform the lives of women through music and the performing arts.
Hemu enjoys golf and scuba diving and is trained in Hindustani classical music.
The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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
- Hemu shares how he went from a corporate CEO to an entrepreneur
- Why you won't survive in business unless you are future-ready
- The importance of a long-term commitment to delegate
- Why you're destroying value in your business unless you hire the right CEO to run your business
- How Hemu created the first private equity fund manager in South Asia
- As the world has changed, how have you changed?
- Why your error in judgment can put you out of business unless you know how to respond
- How lack of resources can harm your business or put you out of business
- Why you must be resourced with people and money for a prosperous future
- The importance to put yourself out of business to put yourself into a bigger business
- Why you must show how you're future-ready to your buyer
- How exitable your business is determines the size of the deal and if there is a deal
- Why value optimization is more critical than price optimization in a liquidity event
- The importance of thinking like a buyer and understanding the exit your buyer wants
- Why your liquidity event won't work unless there's a win-win for buyer and seller
- The importance of looking beyond your ecosystem for success in your liquidity event
- Why you must understand that most things in life are out of your control
- How you can avoid regrets in life by accepting the choices you make and don't make
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.
<
"I'm so direct because that weeds out nonsense and attracts greatness." - Justin Breen
Justin Breen is the founder and CEO of BrEpic Communications LLC, a public relations company that works exclusively with visionaries and exceptional businesses around the world. Although BrEpic Communications is a public relations firm- Justin still considers himself a journalist- which is how he started out in his career.
Breen is hard-wired to seek out and create viral, thought-provoking stories that the media craves, and he finds the best stories when he networks with visionary entrepreneurs and executives who understand the value of investing in themselves and their businesses.
In May 2020, Justin published his first book, Epic Business. The book details 30 lessons that he’s learned working with some of the top entrepreneurs in the world and outlines how he has applied their wisdom to his company.
Justin attended the University of Illinois, where he received his Bachelor’s of Science in News and Editorial Journalism. In 2020 his company was a winner of the Silver Trumpet award from the Publicity Club of Chicago.
Justin resides in the Greater Chicago area with his wife, Sarah, and two children, Jake and Chase.
The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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
- You're either born to be the highest performing entrepreneur on the planet or not
- How successful entrepreneurs overcome bankruptcy, depression, high-level anxiety, and traumatic experiences
- Justin shares how he started BrEpic Communications LLC with no business background
- How Justin simplifies messages and turns them into patterns
- To create a successful global company: see a problem, create a solution, problem solved
- How BrEpic solves a problem for both the media and business owners to create success
- Why your mindset helps you create massive success
- The power of a visionary, abundance, and investment mindset
- How to stop being the best-kept secret in your industry
- Why gratitude is key to success in business and life
- The importance of family to fuel business and life success
- How it's impossible to be ungrateful when you're feeling grateful
- Why daily rituals determine your success or failure
- How Justin wrote his best-selling book in 43 days
- Why you should adopt the approach of activate, maximize, and achieve to gets results
- Justin's mission is to be a connecting superhero for every visionary, abundance, investment mindset entrepreneur and share their stories to the world. What's your mission?
- How COVID-19 has forever changed business and society in positive ways
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
Justin Breen on LinkedIn
Justin's book Epic Business: 30 Secrets to Build Your Business Exponen
"Wake up, stay focused, celebrate your wins, and believe in yourself." - Dan Goodwin
After finishing a 19-year career in 2007 with Sprint Corporation, Dan Goodwin embarked on his entrepreneurial journey and transitioned to business ownership and entrepreneur. During his tenure at Sprint. Dan completed both his Bachelor's Degree in Human Resource Management and a Master's Degree in Business Administration.
Upon leaving Sprint, Dan used his corporate skills and immediately founded CYA Consulting. A coaching and consulting company, which specializes in helping business owners during startup and scale-up of their businesses as well as a proactive response to crisis events, such as security and personnel issues.
Dan also teaches at his Alma Mater as an adjunct professor for a Master's course in Entrepreneurship. Dan brings his skills to business and advises everyone to Think Like an Investigator.
Trained in interrogation and interview techniques, Dan uses his skills and expertise to assist his clients to examine all available information, to make the best possible decisions in the present moment. Dan's unique approach to research engagement and investigative technique serves him well, as he draws upon the thousands of interviews, he completed over his corporate and entrepreneur life.
Dan believes everyone can improve their skills when it comes to research, interviews, and better business decisions by preparing and being armed with a structured method to obtain information.
This information along with other observations allows the business owner or department manager to make better decisions.
Dan is a connector of people and has built an extensive network as he works to build relationships with the entrepreneurial community in Kansas City as well as all over the world. Dan is excited about his continuing opportunities as he helps a launch business, real estate ventures, and working towards generational wealth. He also connects business owners and invites a select few to become members of a private invite-only mastermind group.
Dan has a heart for people who are focused on education, personal growth, and impacting the world for good.
The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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
- Dan shares how he learned the same system that the Feds use to interrogate and interview people
- Why as a business owner your actions must be congruent with your words
- How focusing on your vision prevents rifts in the business
- Specific screen practices that let you know if a candidate is lying in an interview
- How there are 14 baseline questions that set the bar for normal and honest answers in an interview
- Why 80% to 90% of the time people are honest in an interview
- Why you need to find out the secrets that people may not be telling you
- How creating uncertainty in the interview can shake people up to have them tell you the truth
- Why you must ask open-ended questions in an interview to discover the truth
- The importance of direct, honest communication and conversation
- Why you must allow up to 24 months to prepare for your liquidity event
- How to perform background checks to reveal the hidden information about a candidate
- Why you must perform DTFW (Do The Fantastic Work) for background checks
- The importance of performing three to four reviews of candidates before hiring
- Why you must ask thought-provoking pattern interrupt questions in an interview
- The importance of following the motto of trust but verify with candidates
- How AI for interviewing candidates is good but still needs the human tou
"Remain focused on the bigger future and the potential." - John Corcoran
John Corcoran is a recovering attorney and a writer, author, father of four, and a former Clinton, White House writer, and speechwriter to the Governor of California.
Throughout his career, John has worked in Hollywood, the heart of Silicon Valley, and ran his boutique law firm in the San Francisco Bay area, catering to small business owners and entrepreneurs.
He's also the author of three books about relationship building and client acquisition and has written for Forbes, Entrepreneur, Business Insider, Life, Hacker, The San Francisco Chronicle, and basically anywhere else that will let him.
He's been the host of the Smart Business Revolution podcast since 2012, through which he has interviewed hundreds of CEOs, founders, authors, and entrepreneurs from Peter Diamandis and Adam Grant to Gary Vaynerchuk and Marie Forleo.
The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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
- Lessons John learned working for President Clinton and DreamWorks
- The importance of being deliberate about building relationships
- How gumption and conviction helps you succeed and overcomes lack of money
- The end result of marrying networking with content to drive deeper connections
- How you deliver value when you give people exposure through a podcast
- Why networking means being intentional about staying in touch with your contacts
- How to deliberately grow your network
- How to overcome imposter syndrome through perspective
- Why you must look within to find how you can deliver value to those around you
- The power of having conversations based on the normal and natural
- How researching people before speaking with them sets you up for success
- John shares his story about his conversation with President Clinton
- Why networking also means introducing people to each other to add value
- Why introverts may be better relationship builders than extroverts
- How a podcast delivers value and has you relevant for other people
- What you should think about when starting your podcast to set you up for success
- Why now is the best time for starting your podcast
- How starting your podcast provides the opportunity to meet great people
- The power of a podcast interview to get to know a person in ways you couldn't do otherwise
- Why a podcast gives you access to higher-caliber people
- How your podcast can provide you with insights into your business
- Why the content creation of a podcast is superior to articles, books, and blogs
- Why billionaires make time for podcasts, and so should you
- How the coronavirus pandemic now makes it easier to connect with people virtually
- The power of your podcast when you're thinking about having a liquidity event
- Why a podcast helps you deepen connections in your industry
- Why you'll get further ahead in life when you are a giver
- Building relationships that win means being deliberate and thoughtful about what you want
- Success strategies on how to build out a rich and vibrant network
- The power of a podcast to keep you in touch with your network and keep you relevant
- Why you must remain focused on the future and the big picture to help you succeed
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 Dee
"Understanding the root cause of a problem is 90% of the solution - Jeffrey Feldberg" - 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 by 10X.
How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event?
Jeffrey created the 9-step roadmap of preparation for a liquidity event.
The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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
- What Is The Great Resignation And What Does This Mean For Your Business?
- Anywhere from 40% to 60% of employees looking to resign
- Employees want meaning and fulfillment and shift from work to live to live to work
- Why Flexible Work Arrangements Both Keeps And Attracts Top Talent
- Remote work continues as an option
- Institute paid time off
- Culture embraces boundaries for work hours (weeknights and weekends)
- How To Fend Off The Great Resignation By Supercharging Your Management Team
- Does your business run without you?
- Employees don't leave businesses. They leave bosses
- Promote the right people and shows you reward for performance
- Support the management team with training and embrace the culture
- The Importance Of Connecting Culture To Your Vision
- Supercharge what you pay, promotions, and bonuses
- The why of what you do and tie into KPIs
- Communicate narratives in meetings, website, emails, newsletters, etc.
- How To Leverage The Great Resignation Today So You Can Prosper Tomorrow
- Top talent now prefers working for multiple companies
- Embrace a blended workforce of full-time and freelance talent
- Be open to some of your full-time becoming freelance
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 LinkedIn
The Deep Wealth Experience
Book Your FREE Call To Learn More About The Deep Wealth Experience
This podcast is brought to you by the Deep Wealth Experience.
Your liquidity event is the largest and most important financial transaction of your life.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave anywhere from 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
I should know. I said no to a seven-figure offer and yes, to mastering the art and science of a liquidity event. Two y
"If you persist enough, you will find a way to succeed." - Gordon Henry
Gordon Henry is the Chief Strategy Officer at Thryv. He also hosts the Winning On Main Street small business podcast series. Gordon is passionate about helping small businesses grow, modernize, and thrive in today's evolving environment.
Gordon has over 25 years of experience in client acquisition strategies and marketing. He's also a leader in enhancing company images through public relations, brand management, and advertising.
Gordon received his bachelor of arts from Yale University and an MBA from the Wharton School at the University of Pennsylvania.
Thryv owns the easy-to-use Thryv end-to-end customer experience software built for growing small to medium-sized businesses that help over 40,000 SAAS clients with the daily demands of running a business.
Thryv's award-winning platform provides modernized business functions, allowing small to medium-sized businesses to reach more customers, stay organized, get paid faster, and generate reviews.
This podcast is brought to you by Deep Wealth and the 90-day Deep Wealth Experience.
Do you want to capture the best deal instead of any deal when you sell your business?
Up to 90% of liquidity events fail. Think about the time, effort, and money that's wasted.
Of the "successful" liquidity events, most owners leave 50% to over 100% of the deal value in the buyer's pocket.
What can you do?
Lock in your financial future and attend the Deep Wealth Experience to:
- Master the 9-step roadmap of preparation
- Gain invaluable insights from a private mastermind group
- Prosper from private coaching.
At the end of the 90-days, you create a blueprint to optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.
In the words of a business owner who went through the Deep Wealth Experience:
"The Deep Wealth Experience was, hands down, the best program I've ever participated in."
Are you prepared to leave your millions in your buyer's pocket?
Click here to book your free call and learn more.
SHOW NOTES
- How Gordon mastered marketing and client acquisition (and you can too)
- The power of listening to your customers
- How to beat big business and win the marketing and client acquisition game
- How constant communication flow with your clients wins the day and repeat business
- Why customer experience is as necessary as the service or product you provide
- How data on your clients gives you the upper hand in the marketplace
- How you can automate communications without breaking the bank
- Why customers prefer to do things on their phones instead of speaking to people
- How to overcome the shortage of employees through the correct type of automation
- Examples of how automation saves time and drives up profits
- The importance of offering online payments to save clients time and boost profits
- How speed always wins and how you can leverage it to win new business
- Why your future buyer will pay more for your business when its automated and integrated
- How automation helps you run your business without you (and increase enterprise value)
- Why your business must have virtual options so you can compete and win
- How the pandemic has customers wanting paperless interactions
- How a small business can compete with big business through automation (at a fraction of the cost)
- Why you must focus on the customer experience as much as your product or service
- How customer reviews are a must-have and not a nice to have and what you can do about it
- The importanc
"Don't listen to the shoulds." - Paul Strobl
Paul Strobl, MBA, CPC, has over two decades of experience working one-on-one with business owners and entrepreneurs to help them design their ideal lives.
He is a Master Life & Business Coach and speaker and works with top MBA programs in entrepreneurial mindset. His sole focus is to eliminate barriers to success and give clients insights to take action toward a business and life they love.
Originally from Houston, Texas, Paul has owned businesses in North America, South America, and Europe, is fluent in Spanish, and holds an MBA in Global Management from Thunderbird.
As a Growth10 Practice Leader, he facilitates small groups of rapidly scaling business owners to work through challenges, issues, and decisions in a safe, confidential environment during monthly roundtable sessions
This podcast is brought to you by Deep Wealth and the 90-day Deep Wealth Experience.
Do you want to capture the best deal instead of any deal when you sell your business?
Up to 90% of liquidity events fail. Think about the time, effort, and money that's wasted.
Of the "successful" liquidity events, most owners, leave 50% to over 100% of the deal value in the buyer's pocket.
What can you do?
Lock in your financial future and attend the Deep Wealth Experience to:
- Master the 9-step roadmap of preparation
- Gain invaluable insights from a private mastermind group
- Prosper from private coaching.
At the end of the 90-days, you create a blueprint to optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.
In the words of a business owner who went through the Deep Wealth Experience:
"The Deep Wealth Experience was, hands down, the best program I've ever participated in."
Are you prepared to leave your millions in your buyer's pocket?
Click here to book your free call and learn more.
SHOW NOTES
- How Paul transformed his life and started living his purpose
- Why it's lonely at the top for business owners and what you can do about it
- The challenge of not being able to talk with people about your most intimate business issues
- How the right CEO peer group surrounds with success and diverse business owners
- The power of a safe space within a CEO peer group
- How a CEO peer group extracts the best of you in business and life
- Why spending time in a CEO peer group is an investment in your business, and you
- How a facilitator creates the best results in a CEO peer group meeting
- Why a CEO peer group helps you find and remove the skeletons in your closet
- How to avoid groupthink and unleash breakthroughs in your business through a CEO peer group
- Why you must discover where you are on the BOSI BMA Assessment to uncover your blind spots
- How a CEO peer group helps you find your hidden Rembrandts in the attic so you can put them out for public display
- The power of a CEO peer group during a pandemic
- Why a CEO peer group has a positive ripple effect on your business and stakeholders
- How following your "shoulds" is holding you back and what you can do about it
Save time and automatically receive The Sell My Business Podcast episodes? Click here to subscribe.
SELECTED LINKS FOR THIS EPISODE
Paul's Website Confide Personal Coaching
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
"Focus like a laser beam on hiring amazing people." - Drew Greenblatt
Drew Greenblatt bought Marlin Steel in 1998 when it was a small maker of a commodity product. Since then, he's grown revenue nine-fold and, in February 2021, is expanding its factory floor space by 56%. Despite COVID headwinds, Marlin grew over 25% in 2020.
Marlin Steel has invested over $5.3 million in robotics in a quest for quality and speed and has recently purchased Baltimore Automatic Wire Forming Corporation and retained 100% of the staff in the face of challenges to the global economy. Marlin Steel imports nothing and exports material handling baskets, wire forms, and sheet metal fabrications to 43 countries.
Marlin's all USA-made products include daily shipments to Mexico and Canada and weekly shipments to India and China. Worker safety is critical. Marlin Steel crossed the 2,688-day safety milestone in April 2016 and has over 1,150 plus days as of today. In addition, Marlin Steel has been recognized as a winner of the Inc 5,000 Fastest Growing Companies in the USA. The Inner City 100 Fastest Growing Companies in the USA. Regional Employer of the Year from Baltimore City and Baltimore County.
Drew Greenblatt has been chosen as an international business leadership award winner from the World Trade Career Institute. Marlin secret sauce is quality engineered quick, or "QEQ."Twenty-five percent of Marlin's employees are mechanical or chemical engineers who innovate to save clients money by improving throughput with engineered wire baskets and custom sheet metal fabrications.
Marlin Steel's engineers provide state-of-the-art computer-driven stress analysis, so clients have comfort knowing that the designs will withstand the rigors of their applications. Marlon has seven patents for aerospace racks, material handling robotic baskets, and medical baskets. In addition, Greenblatt has testified to the US Senate and US Congress on small business, taxation regulations, trade policy, and techniques to grow the economy.
Greenblatt has met with President Clinton, President Bush, President Obama, President Trump, and President Biden to advocate for USA manufacturing and small business, pressing those government officials to create policies that stimulate a robust manufacturing sector. Greenblatt believes that factories provide great jobs and tremendous benefits as a way to grow our middle-class with solid, meaningful jobs.
Drew has a BA from Dickinson College and an MBA in Finance from the AB Freeman School of Business at Tulane University. He lives in Maryland with his wife and three sons.
This podcast is brought to you by Deep Wealth and the 90-day Deep Wealth Experience.
Do you want to capture the best deal instead of any deal when you sell your business?
Up to 90% of liquidity events fail. Think about the time, effort, and money that's wasted.
Oft the "successful" liquidity events, most owners, leave 50% to over 100% of the deal value in the buyer's pocket.
What can you do?
Lock in your financial future and attend the Deep Wealth Experience to:
- Master the 9-step roadmap of preparation
- Gain invaluable insights from a private mastermind group
- Prosper from private coaching.
At the end of the 90-days, you create a blueprint to optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.
In the words of a business owner who went through the Deep Wealth Experience:
"The Deep Wealth Experience was, hands down, the best program I've ever participated in."
Are you prepared to leave your millions in your buyer's pocket?
Click here to book your free call and learn more.
SHOW NOTES
- How Marlin Steel went from manufacturing bagel bask
"Everything that's happening is happening for a reason." - Ivan Zakharenkov
Dr. Ivan Zakharenkov is a veterinarian, an entrepreneur, and a passionate advocate for the wellbeing of veterinary professionals. Twelve years as an ER vet inspired Ivan to create Smart Flow.
A first in the industry workflow optimization system later acquired by Fortune 500 company IDEXX.
In 2019, Ivan founded Veterinary Integration Solutions, an executive consulting firm where he helped veterinary groups systematize acquisition, integration, and improvement of practices with special attention to burnout prevention.
Interested to learn how to get the best deal when you sell your business? Attend my Deep Wealth Experience.
Over 90-days, you'll master my 9-step roadmap. You're part of a mastermind group and receive private coaching.
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.
In the words of a business owner who went through the system, "the Deep Wealth Experience was hands down, the best program I've ever participated in."
Would you like to receive The Sell My Business Podcast episodes automatically? Click here to subscribe.
SHOW NOTES
- Why you must understand the synergies of the buyer to maximize your enterprise value
- How alignment with the buyer's goals is essential to get the deal done
- The power of understanding the thesis of the buyer before your first meeting
- Why key performance indicators can increase your enterprise value and deal certainty
- How a lack of clarity heading into your liquidity event can cost you the deal
- Why you must find the strengths of the buyer and determine if there's a match with your strengths
- How you mitigate risk for the buyer when your business runs without you
- Why buyers want an earnout and what you can about it
- How you'll lower enterprise value if you don't upgrade your infrastructure
- Common mistakes most business owners make that lower enterprise value
- The challenges of removing skeletons in your closet during the liquidity event
- How culture is an essential factor in your deal and its enterprise value
- What to show your buyer to increase confidence and the value of your business
- How misalignment on core values leads to burnout in your business
- Why a culture of continuous improvement helps both the business and your deal
- Strategies to consider when communicating your liquidity event to employees
- How bumps in the road can help you achieve your pinnacle of success
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 by 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
Galaxy Vets
Ivan on LinkedIn
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
"Ensuring you have the best cultural fit helps you attract not any deal but the best deal" - 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 by 10X.
How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event?
Jeffrey created the 9-step roadmap of preparation for a liquidity event.
The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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
- The Case For Making Everyone A Leader In Your Business
- Why you must create Key Performance Indicators (KPIs) for each position
- The power of a culture that measures KPIs
- Why profits increase when your employees are empowered to make changes
- Skip An Earnout When Your Business Is All About Its Brand (And Not About You)
- The power of a compelling narrative
- Why everyone must know and follow your North Star
- Why your future buyer must see that your stakeholders live the narrative and brand
- Why Documenting Your Processes Paves The Way To Avoid An Earnout
- The power of have all procedures and systems documented
- How you enrich your culture when you embrace documentation
- Why profits increase when people check documentation first before asking questions
- How Creating Deal Points And No-Fly Zones Help You Attract The Best Deal And Not Any Deal
- How clarity helps you capture the best deal and not any deal
- Why deal points and no-fly zones help you achieve your liquidity event goal
- Avoiding An Earnout Is All About The Cultural Fit
- The power of having a cultural fit with your investment banker
- Why you must find the buyer with the best cultural fit
- How cultural fit trumps the deal with the highest number
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 LinkedIn
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.
Who are we and how do we know? We're the 9-figure exit guys. First, we said "no" to a 7-figure offer. Then, two years later, we said "yes" to a 9-figure offer. In the process, we increased the value of our company by 10X.
During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value.
After
"Data privacy is about people, which means it's about relationships, which ultimately means trust." - Nalini Kaplan
Nalini Kaplan has focused on business strategy, customer relationship management, and data privacy for over three decades.
Nalini combines the discipline of the big four consulting as she was formerly a partner with Deloitte Consulting, where she created and led several global practices with an entrepreneurial passion, interdisciplinary approach, intellectual curiosity, and a strong drive for results.
Nalini helps business owners and CEOs build and manage their data privacy programs so that they not only comply with the law but lower risk, manage compliance and grow revenue, even if they don't have the staff to run a program.
Interested to learn how to get the best deal when you sell your business? Attend my Deep Wealth Experience.
Over 90-days, you'll master my 9-step roadmap. You're part of a mastermind group and receive private coaching.
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.
In the words of a business owner who went through the system, "the Deep Wealth Experience was hands down, the best program I've ever participated in."
Would you like to receive The Sell My Business Podcast episodes automatically? Click here to subscribe.
SHOW NOTES
- You can't open a newspaper today without seeing another data breach incident
- Why companies can go out of business from a data breach
- How 70% of data breaches go unreported
- The risks a business faces from a data breach
- An explanation of what makes up personal information
- How three pieces of information can identify 90% of the population
- What you can expect your future buyer to do when it comes to your data privacy systems and policies
- How a failed data privacy audit can kill your deal
- An overview of data privacy laws across various States
- Why your M&A advisory team is not equipped to deal with data privacy issues
- How you can have an ROI from being compliant with data privacy
- Why your cyber insurance policy claim can be denied if you're not compliant with data privacy
- How to avoid an over-engineered data privacy protection system
- Strategies on how to save time and money when becoming compliant with data privacy
- A simple but powerful diagnostic that finds your gaps when it comes to data privacy
- Why a data privacy compliant business keeps its customers coming back for repeat business
- How to become self-sufficient with data privacy to save time and money
- What you don't know about so-called end-to-end encryption that can hurt your business
- Data privacy issues arising from lost notebooks, hard drives, USB drives, and servers
- How phishing can take your business down and what you can do about it
- Why remote work has opened up Pandora's box of data privacy issues
- The data privacy audit Nalini created that takes minutes to complete and how the results will shock you
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 by 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.
"Stories are the currency of life." - Jess Todtfeld
Jess Todtfeld shows executives and C-suite leaders how to be magnetic, how to quickly gain the confidence and skills to master speeches, presentations, and media interviews.
Jess Todtfeld, CSP, is one of the leading communication and media training authorities in the US. With more than 15 years as a communication trainer and consultant, Todtfeld helps CEOs, business executives, spokespersons, public relations representatives, experts, and authors to become more confident, more in control, and to create more results from their speaking engagements and media appearances.
He brings 13 years of experience as a TV producer for NBC, ABC, and Fox, having booked and produced over 5,000 segments.
Jess's time in front of the camera includes features reporting, guest spots on national and international news programs, and hosting of America's Premier Experts and times square Today, which has been broadcast on ABC, NBC Fox, and CBS affiliates in the US.
Jess went on to set a Guinness record for being interviewed the most times in 24 hours with 112 different interviews on radio.
Interested to learn how to get the best deal when you sell your business? Attend my Deep Wealth Experience.
Over 90-days, you'll master my 9-step roadmap. You're part of a mastermind group and receive private coaching.
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.
In the words of a business owner who went through the system, "the Deep Wealth Experience was hands down, the best program I've ever participated in."
Would you like to receive The Sell My Business Podcast episodes automatically? Click here to subscribe.
SHOW NOTES
- The power of knowing how to be audience-centered when presenting
- Why do people buy from people they like and not strangers
- How storytelling helps you become magnetic
- Why people will remember numbers and statistics better when they hear a story
- The importance of style and substance in your presentation
- How to combine storytelling throughout your presentation to have you memorable
- Why hand gestures and walking around in your presentation makes you more magnetic
- How a presentation begins the moment two people are together and looking at each other
- Why building rapport even before the presentation begins is critical for success
- How to have your passion come through during your presentation
- How Jess create a Guinness record for the most number of interviews in 24 hours
- The power of recording yourself when giving a presentation
- A few simple strategies that prevent you from being boring when presenting
- Why you will get better results when you rehearse with your team
- What you must do when presenting online to be magnetic
- Why you should answer the questions that people are thinking to themselves
- The importance of having the right equipment when presenting online
- Why you should dress the part when meeting with people either in person or online
- The importance of telling yourself that you will figure out a way to achieve your goals
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 by 10X.
Access the same 9-step road map of preparation that paves the way for success. Enjoy th
"It's a great day when you can leverage the wisdom and experience of individuals in the room." - Leon Goren
Leon Goren believes in purposeful leadership. The type that requires us to challenge the status quo, anticipate the future, and be confident enough to step outside of our comfort zone to inspire and help those around us. His 25 years of leadership experience underscores his unique impact on the way leaders lead, learn and live, and his ability to understand their needs and challenges. As the owner and CEO of PEO Leadership,
Leon is dedicated to building communities of knowledgeable and respected business leaders by developing opportunities for shared insights and experience. Under Leon's leadership, PEO is recognized as a premier executive leadership advisory community that positively influences the way leaders lead, learn, and live.
As founder and CEO of Just White Shirts in 1997, Leon was one of the first online success stories and recognize for bringing the dot com retail experience through a combination of online, catalog, and bricks-and-mortar channels. Leon is an authority in leadership and business strategy, as he is consistently invited to address various business audiences including the graduating classes of Chartered Accountants.
His thought leadership is published in the CA magazine, The National Post, and The Globe and Mail.
Leon is a CPA and CA he is married with children and is active in sports, including triathlons and skiing.
Interested to learn how to get the best deal when you sell your business? Attend my Deep Wealth Experience.
Over 90-days, you'll master my 9-step roadmap. You're part of a mastermind group and receive private coaching.
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.
In the words of a business owner who went through the system, "the Deep Wealth Experience was hands down, the best program I've ever participated in."
Would you like to receive The Sell My Business Podcast episodes automatically? Click here to subscribe.
SHOW NOTES
- Leon shares his experiences of being one of the first online companies
- Why Leon purchased bought PEO after being in it for ten years
- The challenges business owners have of creating and implementing business strategy
- The power of leverage the experience and wisdom of a group of successful business owners
- How PEO is different from most CEO peer groups
- Why you need to have clarity, counsel, and courage in a CEO peer group
- The art and science of facilitating a CEO peer group
- What you get out of a CEO peer group meeting that you can't get out of books, phone calls, or seminars
- The power of storytelling
- How other members in your CEO peer group act as a resource to help you solve problems
- What to look for to ensure you find the right CEO peer group for yourself
- Why you can share your innermost thoughts with a CEO peer group that you can't share anywhere else
- The kind of culture to look for in a CEO peer group that supports your growth and success
- Leon shares success stories from PEO
- How the right CEO peer group gives you the courage to make the tough decisions
- Why the right CEO peer group can help enlighten you
- The power of a CEO peer group as a sounding board
- How PEO members helped each other get new business through the pandemic
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 D
"Establishing value is an art form" - Alan Scharfstein
Alan Scharfstein is the founder and president of the DAK group. A trusted advisor to thousands of middle-market business owners for over 30 years. He guides clients as they navigate strategic options for growth and expansion, as well as to pursue successful exit strategies.
Alan founded the DAK group in 1984 to address the need by middle-market business owners to have a high level of investment banking expertise comparable to what large corporations receive on Wall Street, yet able to meet their very different needs. Alan built the DAK group on catering to the nuances of the middle market.
A skilled M&A strategist, strong negotiator, and expert at transaction execution, Alan is passionate about ensuring his clients realize the maximum value for their business with each transaction Alan has personally been involved in negotiating over 650 transactions in a wide range of industries throughout the US and abroad. Mr. Scharfstein brings to middle-market M&A a unique combination of financial sophistication, large corporate, transactional and operating experience, and the skills necessary to succeed in an entrepreneurial environment.
Prior to founding DAK he served in several executive financial and manufacturing positions with PepsiCo. He was also a senior executive with Universal Folding Box, a privately held packaging manufacturer. Mr. Scharfstein is a frequent lecturer on the sale of privately held businesses, valuation, and negotiation strategies.
He has been quoted and written about in publications, such as the Wall Street Journal, Business Week, Financial Times, and Time. Mr. Scharfstein received a BS in Economics and MBA. From the Wharton School of the University of Pennsylvania and holds a series 7, 17, and 24 licenses.
Alan is an avid cyclist and believes that the steeper the climb, the more enjoyable the ride. Alan is a long time Vistage member and a top-rated Vistage speaker for over 10 years.
Interested to learn how to get the best deal when you sell your business? Attend my Deep Wealth Experience.
Over 90-days, you'll master my 9-step roadmap. You're part of a mastermind group and receive private coaching.
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.
In the words of a business owner who went through the system, "the Deep Wealth Experience was hands down, the best program I've ever participated in."
Would you like to receive The Sell My Business Podcast episodes automatically? Click here to subscribe.
SHOW NOTES
- Why Alan started The DAK Group
- The mistakes business owners make with their liquidity events
- Why an auction increases enterprise value
- Why the skills that built your business and not the same to sell it
- The power of looking at your business like a buyer
- Why you must disclose everything to the buyer as early as possible
- How to create trust with the buyer
- What you must do to position your business to increase enterprise value
- Why you must have a compelling vision of the future for the buyer
- What you need to do when going up against private equity
- Winning characteristics to look for when hiring an investment banker
- Why an investment banker who's a generalist offers more advantages than a specialist
- What you need to do to become the world's best investment banker client
- The power of people skills and how this helps you in your liquidity event
- Why cultural fit with your investment banker is vital for success
- The attraction of the US market to foreign buyers
- Why establishing value is an art form
"Be a giver. Not a taker." - Jon Stoddard
Jon Stoddard is a partner at Investor Acquisition Partners. For over two decades, Jon has perfected the process of raising capital from investors.
Today Jon helps businesses go public in the OTC market and has raised over $122 million.
Interested to learn how to get the best deal when you sell your business? Attend my Deep Wealth Experience.
Over 90-days, you'll master my 9-step roadmap. You're part of a mastermind group and receive private coaching.
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.
In the words of a business owner who went through the system, "the Deep Wealth Experience was hands down, the best program I've ever participated in."
Would you like to receive The Sell My Business Podcast episodes automatically? Click here to subscribe.
SHOW NOTES
- Jon talks about his liquidity event
- How Jon helps startups raise capital and go public
- The advantages of the OTC market for going public
- How Reg A crowdfunding is an option for business owners and what it means for you
- What characteristics you and your business need to go public
- The power of social media for helping you go public
- How the heroes journey is a powerful storytelling tool for your business
- Why preparation, or lack of it, will make or break your deal
- How a background check on your management and employees can save your deal
- The importance of company culture
- What you can expect for the costs of going public as an OTC versus the traditional route
- Why shares can be more valuable than cash for running your business
- The importance of having fun in life and business
- Why you must drop the ego to be successful
- How being a giver instead of a taker welcomes success
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 by 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
Jon Stoddard on LinkedIn
Jon's book Pitch Deck Secrets
Jon's company Investor Acquisition Advisors
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.
Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer. In the process, we increased the value of our company by 10X.
During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that inc
"Speed always favors the seller" - 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 by 10X.
How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event?
Jeffrey created the 9-step roadmap of preparation for a liquidity event.
The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, 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
- The Temptation You Must Avoid With The Non-Binding Terms In Your Letter Of Intent
- Why a specific purchase price is better than a range
- The importance of the structure and payment method
- Three deal terms that most business owners ignore to their detriment
- Why You Must Walkaway If You Buyer Insists On Walkaway Fees
- Why a buyer wants a walkaway fee
- Why you must walkaway from a walkaway fee at all cost
- How To Deal With The Exclusivity Period Following The Signing Of A Letter Of Intent
- What you can expect from your buyer for the exclusivity period
- How you can leverage your power before signing the letter of intent
- Why you lose your leverage once you sign the letter of intent and what you can do about it
- Why You Must Do Diligence On The Time Required For The Due Diligence Period
- Why you can shorten the due diligence time period
- How your preparation allows you to win the day
- Why preparation is key
- The 3 Must Have Deal Terms In Your Letter Of Intent
- Why knowing your deal points and no-fly zones help you win the day and your deal
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 LinkedIn
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.
Who are we and how do we know? We're the 9-figure exit guys. First, we said "no" to a 7-figure offer. Then, two years later, we said "yes" to a 9-figure offer. In the process, we increased the value of our company by 10X.
During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value.
After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business.
Our solution is resilient, relentless, and gets results. Enjoy the
"Get that quarterback who can run the game for you and don't try to do it yourself." - Mark Herbick
Mark Herbick is the founder and CEO of Pursant LLC. Pursant is an investment banking, financial, and management consulting firm that supports and executes middle-market M&A-related initiatives and helps business owners grow enterprise value.
Prior to founding Pursant, Mark was a serial entrepreneur and a buyer-seller of businesses having bought, sold, and operated over a dozen companies of his own and advise on countless strategic transactions in numerous sectors.
His businesses employed as few as a dozen people and as many as 1,400 people.
Mark grew his companies through acquisitions, strategic divestitures of divisions, and managed organic growth.
During this time as an operator, Mark found that to grow enterprise value, it was necessary to become proficient at optimizing company performance and executing strategic transactions. He honed his skills in these areas and in 2010 founded Pursant LLC.
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
- Why business owners need to take the emotion out of a liquidity event
- How a buyer views a liquidity event
- Why a liquidity event is like an emotional roller coaster ride and what you can do to protect yourself
- What happens if you're not prepared for the emotions of a liquidity event
- What you can expect from your liquidity event
- Why the skills that built your business aren't the same to sell it
- The dangers of overestimating the enterprise value of your business and what you can do about it
- How most business owners give away their enterprise value and what you need to know to avoid this
- The difference between investment bankers that are industry specialists and generalists
- Why you should look for an investment banker who is a generalist
- Two things every business owner can do before starting a liquidity event
- How preparation makes for a better deal and a higher enterprise value
- The power of an auction during a liquidity event
- Deal fatigue is real and what you can do about it
- The effect of the pandemic on liquidity events
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 by 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
The Pursant website
Mark Herbick on LinkedIn
Mark's email address mherbick[at]Pursant[dot]com
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.
Who are we, and how
"Life is a journey. Don't be a hitchhiker." - Mitchell Chi
Mitchell Chi is a strategist with tactical results. As a revenue expert with consistent success in driving top-line growth, Mitchell focuses on helping businesses acquire a new account and increase market share.
Mitchell has sold important launch solutions for every firm he's worked for including Apple, Oracle, and Microsoft.
'Using his proven sales approach and repeatable execution model Mitchell drives new revenues, acquires new logos, and evalangizes outcomes-based results with stakeholders, CEOs, and CFOs.
As an exceptional sales professional Mitchell was a top-five sales manager at Oracle Corporation and a top-two account executive at Infor Global Solutions.
Mitchell was a former CFO at a global fashion manufacturer, a CPA for a Big Four firm, and a former trader at Goldman Sachs
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
- Why grit and tenacity are the keys to success
- The common trait that creates the titans of business
- Why you must plan for the unknown and what this one action will do for you
- How everyone sells something whether you realize it or not
- Why people buy from people and not companies
- Why failure is a big part of creating your success
- The five growing pains every successful company goes through
- How the pandemic has forever changed how we buy things
- Why Mitchell create Sage Professional Services and runs it like a Mission Impossible team
- Why life is a journey and you can't be a hitchhiker
- How successful founders release control so their companies can succeed and grow
- Why business owners must let their teams fail so that the company can succeed
- The importance of alignment through the entire company
- How to embrace employees through transparency
- Why you should not shop on price
- How the 30-second rule tells you if you love your life and job
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 by 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
Sage Professional Services website
Mitchell Chi on LinkedIn
Mitchell's email address mitchell[dot]chi[at]sageprosrvs[dot]com
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.
Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer. In the process, we increased the value of our company by 10X.
During our liquidity event j
"We bet on leaders and leadership teams to drive success" - Dan Lubeck
Daniel Lubeck is the founder and managing director of Solis Capital with expertise in strategy operations, transaction structuring, finance, and governance.
Daniel guides, the Solis team in setting the vision and investment strategy while actively sourcing, structuring, and supporting Solis investments. Daniel has been a lower middle-market private equity investor for over 20 years. Prior to founding Solis in 2002, Daniel co-founded a leveraged buyout firm, Unique Investment Corporation.
Prior to private equity, Daniel was a transactional corporate and real estate lawyer. He co-founded a Southern California-based business law firm, McIntyre, Lubeck, Borgess & Burns after working at the national law firms, Paul Hastings, Janofsky & Walker and Manatt, Phelps & Phillips.
Daniel earned a law degree from the University of Southern California and a Bachelor of Arts degree in Economics from the University of California, San Diego.
He is the former chairman of the Southern California chapter of Young Presidents' Organization and currently serves on the board of Team Kids, a non-profit organization focused on youth community service.
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
- Why Dan left his law practice and created Solis Capital
- Why Solis Capital bets on leaders and leadership teams instead of businesses
- The importance of a business running without its owner to maximize enterprise capital
- How a potential buyer views a business that doesn't run without its owner
- Why Solis Capital is different than a traditional PE firm
- The importance of a business owner performing diligence on a future buyer
- How accurate information is essential for a successful liquidity event
- Why add-backs can make or break a liquidity event
- What a buyer looks for when performing due diligence on a business
- How a leader's view on the world impact the business
- Solis Capital's "secret sauce" for investing in companies
- Why business owners need to know their limitations
- The importance of adopting a buyer's point of view for your liquidity event
- Why most businesses struggle with the original employees as they grow and prosper
- The six questions Solis Capital asks when determining the value of a company
- How COVID-19 has affected the world of mergers and acquisitions
- How Solis Capital views EBITDA-C
- The merits of under-promising and over-delivering your financial results for your liquidity event
- How transparency is the bridge that builds trust with your future buyer
- The power of combining strategic and tactical thinking in life and business
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
"Forget go big or go home. Instead, go big or be successful." - Michael de la Maza
Michael de la Maza is an agile coach by day and an angel investor by night. He has invested in 30 startups directly and another 50 through syndicates and funds. Michael invested in unicorns, Boom, Rappi, and Relativity Space at the seed stage. He is in the process of launching an angel group in Boston.
In the angel community, Michael is famous for beating former YC President Sam Altman for $100K in a five-year bet on startup valuations, making him an authority on startup valuations from zero stage to exit.
Michael holds a Ph.D. in artificial intelligence from MIT.
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
- The valuable lesson Michael learned in the dot com crash that still applies today
- Why Michael prefers to invest in cockroach startups
- The power of running your company like a cockroach startup
- Why the characteristics of founders is everything in the success of a business
- The characteristics of founders who operate cockroach startups
- How nonconformity plays a large role in creating a market disruption
- Why emotional resilience is often the difference between success and failure
- The choice between a business being easy and growth
- How the industrial age is ending and the digital age is starting and what this means for you
- Why you should operate your business using the three horizons strategy
- How autonomy and decision-making with your staff keeps your business quick and agile
- Why improvement activities must be evidenced-based
- The power of changing your outlook from "go big or go home" to "go big or be successful."
- How the work landscape has forever changed as a result of the COVID-19 pandemic
- How autonomy and independence requires employees with responsibility
- Why as a business owner you must exemplify the behavior you want in your culture
- How Michael is a coach for business owners to ensure success in their personal and business life
- The one question every business owner must ask to welcome personal growth
- Why the people you associate with can help you succeed or fail
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 by 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
Michael de la Maza on LinkedIn
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.
Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure of
"Lasting business success is finding and solving new painful problems " - 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 by 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
- Have Your Business Run Without So You Can Find And Solve New Painful Problems
- The power of having your management team runs the day to day
- Why you must work on the business and not in the business
- Focus on solving new painful problems that create a market disruption
- Why You'll Increase Enterprise Value When You Take The Time To Listen To Key Stakeholders
- The one question to ask customers
- Why you get your time and life back
- The power of listening to your employees
- Have Your Business Run Without You To Ensure You're Not The Smartest Person In The Room
- Why your management team must be smarter than you
- The case for ruthlessly focusing on removing B and C players
- The power of your company vision
- Why You Must Enrich Your Company Culture If You Want To Dominate And Win
- Accountability from top to bottom
- Identify and drive key metrics
- What happens to enterprise value when the culture is built around the business and not you
- Why You Must Think Like A Buyer To Drive EBITDA And Enterprise Value
- The power of creating a blue ocean
- Why you need proven results from your management team for your future buyer
- Why you must find and remove skeletons and put out your Rembrandts for public display
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 LinkedIn
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the suc
"Always trust yourself and the value you bring to people." - Ann Fryer
Ann Fryer is on a mission to inspire you to live purposefully and invest in your future. With a people-first leadership style, Ann has always believed that the most important brand you build is yourself.
Ann guides individuals and teams to uncover their inherent purpose by nurturing and honing strengths, talents, and ambitions. By empowering others, she has created a community of professionals who are maximizing their potential.
Voted as the kindest girl in her elementary school, she has always understood that compassion and connection are the bonds that unite - making us healthier and happier in the process. For the past 20 years, Ann has been applying her storytelling and organizational excellence in a career building luxury and lifestyle brands.
Her natural ability for creating memorable partnerships and experiences that capture the imagination and spark conversation afforded her the opportunity to work with iconic brands from Johnnie Walker and Absolut Vodka to JW Marriott and W Hotels.
Ann is at the forefront of the content-driven experiential movement, and today is recognized as a thought leader in the purpose-driven landscape.
Ann is currently the Senior Vice President, Partnerships, Promotions, and Events at CBS.
Ann was born in South Africa and raised in Europe and the United States and splits her time between New York City and the idyllic New England town of New Canaan, Connecticut. She finds solace and respite in nature, conscious home design, and global exploration. Ann is a graduate of Hamilton College.
This podcast is brought to you by the Deep Wealth Experience where you learn the 9-steps of preparation in 90-days. At the end of the 90-days, 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
- How understanding your North Star has people see you in a different light
- Why simplicity is important for branding
- The power of understanding your North Star as a business in regards to what's your purpose
- Why branding starts with you and your core values
- Start branding with your story
- People buy products and services because of the story being told
- Ask yourself how you're different than your competition
- Ann shares the example of how everyone at NASA, including the janitor, knew the mission to put a man on the moon
- Why people buy on emotion first and justify it with logic later
- The power of credibility, consistency, and simplicity
- Why you lose credibility as a brand when you're story is not consistent with your business
- How culture plays an essential role in branding and what you can do to build a culture
- How to build culture when people are working remotely
- Why a liquidity event is like a marketing campaign
- The power of having your audience excited about your story and brand
- Why people want to understand the social impact initiative of companies
- The power of planning with 30-day, 60-day, and 90-day plans
- Why branding needs to include everyone in the company and not only marketing people
- How an open forum for everyone in the company to provide feedback helps both the brand and culture
- Why you must communicate with everyone in the company to ensure brand consistency
- The power of goals for both the business and branding
- Why business owners must welcome an open-door policy
- Why you must trust yourself and the value you bring to those around you
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 ma
"Don't allow external stories to become your internal story." - Nike Anani
Nike Anani is an entrepreneur and a consultant. She was rated as a top 100 Family Business Consultant globally. She helps her clients bridge the gap between the senior and younger generations.
As a result, they communicate, collaborate, and collectively gain clarity to increase profit and productivity in their family businesses. With over a decade of family business expertise in Nigeria, Nike helps owners lead their family organizations to long-term impact and legacy.
Her inside experience as a second-generation family business owner, birthed the passion to help other families in building legacy enterprises that would outlive them.
Nike is an accountant and a top-rated family business expert, with a family business and wealth advisor qualification from the Family Firm Institute.
She is a co-founder of African Family Firms, a pan-African association of family businesses, and the host of The Connected Generation podcast.
Nike's clients chose to engage her, not only because of her extensive professional training but also because of her practical experience as both a business founder and a NextGen. This allows her to uniquely empathize with both generations and act as a connector.
Nike is a champion for diversity and celebrates the uniqueness in every individual, family, and business.
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
- Why Nike left Deloitte as an accountant to work in her family office
- Why Nike create the African Family Firms
- How success planning is key to long-term success
- What the NextGen brings to the family office and how to leverage it
- The importance of including the NextGen in conversations early on
- Why the current generation must understand the new dimensions of the next generation
- How the first generation are wealth creators and the next generation is risk-averse
- Three questions every family office must ask for long-term success
- Strategies to deal with keeping the family office or selling the business
- Why empathy is key for success with all family members in the family office
- The importance of honoring the new ideas of the next generation
- The power of "why" questions
- Why a family office must articulate its purpose
- How philanthropy and impact investing is changing the landscape for family offices
- The importance of planning life after the family office
- The role of outside advisors to strengthen a family office
- Why governance is important for the long-term success of a family office
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 by 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
Nike's website
Nike's podcast The Connected Generation
"When you have faith, mountains get out of your way and it'll be amazing." - Shane Boudreau
Shane Boudreau is an entrepreneur, investor, and corporate dealmaker with decades of experience buying and selling businesses. Shane has enabled hundreds of deals helped to create over $21 billion in market value.
Having started his career in entrepreneurship and consulting, Shane has analyzed thousands of businesses. Shane has taken the skill set, and knowledge advising some of the world's largest corporations and now provides advisory M&A services as well as helping business owners with equity and debt financing.
VestIn Capital Group was started in 2020 to empower entrepreneurs and investors worldwide to realize a life they've always dreamed of and give them the tools to achieve it.
Entrepreneurs are guided on how to stage their companies for long-term success and maximize ROI.
Shane applies his experience to vet and stage companies for the highest multiple possible for the perspective sectors.
In addition to providing capital, VestIn capital provides a support structure for its partners for investments that span a wide range of industries and locations.
VestIn capital provides a support structure to its partners for investments, spanning a wide range of industries and locations.
VestIn Capital assists both entrepreneurs and investors on businesses up to $25 million in revenues.
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
- How Shane created and sold a machine-learning algorithm for analyzing companies
- Shane discusses his successful liquidity events
- Why it's important to stage your company in anticipation of a liquidity event
- How most business owners don't prepare for a liquidity event and lose either the deal or value
- How the COVID-19 pandemic has changed the business landscape
- Why a business runs without the owner for the highest enterprise value
- How business owners have difficulties adjusting as an employee after the liquidity event
- Why Shane will pay more for a business that runs without its owner
- The fatal mistake most business owners make when presenting to the future buyer
- Why business owners must take themselves out of the picture entirely
- How the proper mindset of the business owner helps increase enterprise value
- Strategies on getting to know your future buyer to help leverage negotiations
- Why a sign of desperation by a business owner can destroy enterprise value
- The importance of taking your emotions out of the liquidity event negotiation
- Why honest and complete transparency is the best approach, even when discussing failures
- What you can do to create a presentation that captures the imagination of your future buyer
- How to create excitement between the business owner and buyer for future endeavors
- The importance of sharing your ideas with others instead of keeping them to yourself
- Why faith helps you move mountains
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 by 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.
"We are about Success To Significance through Selling To Strategics." - Rob Follows
STS stands for Success To Significance through Selling To Strategics. STS’ mission is to be the best sell side advisor in the world, and to support entrepreneurs and family business owners maximize value on their journey to an Extraordinary Exit.
Rob Follows is driven to helping entrepreneurial business owners achieve maximum value when the right time comes to sell. He has a passion for helping people live their vision and wants to help other entrepreneurs achieve full value for their business.
Today, Rob has been involved with or led over a thousand M&A transactions with a total transaction value of over $100 billion. As well as being CEO and founder of STS Capital Partners, Rob is also the founding Chairman of Altruvest Charitable Services, a Canadian charity that provides training and tools to improve the performance of charitable organizations so they can give more to their causes.
Rob is a true believer in contributing leadership. He has held various roles with Young Presidents’ Organization and World Presidents' Organization, including founding chapter chair, former Chair of the Global Deal Network, Founding Chair of the Executive Committee of the Social Enterprise Networks, serving on the networks committee of the international board of YPO for over five years and contributing to over 100 events as a YPO best of the best premier speaker.
Rob is also an extreme adventurer. When Rob summited Everest on May 24th, 2006, he became part of an elite group of people who have climbed all Seven Summits. His adventures also include skiing the North and South poles. Canoeing the Nahanni River in the Canadian Arctic. The first international descent of the Onan River on the Siberia/Mongolia border. Completing the 250-kilometer Gobi Desert Ultra Marathon and 110-mile Trans Rockies Challenge. Rob has practiced deeper meditation and mindfulness with the Tibetan monks at the Kopan Monastery in Nepal, Tiger's Nest Monastery, and other monasteries in Bhutan.
Rob's academic accomplishments include a BA with distinction from the University of Toronto; an LL.B from Osgoode Hall Law School at York University; a certificate in Not-for-profit management from the University of Toronto and Sheridan College; the Arbor Award from the University of Toronto as an international leader in corporate philanthropy; a master's degree from Oxford University's Saïd Business School in Advanced Strategy and Corporate Philanthropy. He was also honored by being identified as one of the "Group of 175": the 175 most visionary and philanthropic living graduates in the history of the University of Toronto.
Today, Rob Follows and STS Capital Partners is presented to you by Deep Wealth.
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
- The importance of knowing the difference between a sell-side advisor and an investment banker
- Rob shares how he had the largest independent marketing services business in Canada
- How Rob sold his business for 27 times EBITDA to later learn his buyer would have paid 100 times EBITDA
- Why Rob created STS Capital Partners as a result of his experience
- STS Capital stands for "Success To Significance" through “Selling To Strategics”
- The advantage of sell-side advisory that business owners won't find anywhere else
- How financial buyers, VCs, Private Equity, and SPACs look for death, disease, divorce, disability, disenchantment, and disintermediation to buy as low as they can to aim to buy low from entrepreneurs and sell high to strategic buyers
- How you too can “Sell To Strategics”
"Businesses fail because they lack a proven and powerful business model." - 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 by 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
- A Proven And Powerful Business Model Unlocks Both EBITDA And Enterprise Value
- The power of recurring revenue
- Why long term contracts that are exclusive drive up enterprise value
- How the holy grail of business models is revenue sharing
- Private Equity Strategies Include Having Tremendous Growth Potential
- Why every business owner should create a blue ocean
- The power of being world-class when solving a painful problem
- How a growing marketplace must be front and center when looking at your business
- At The Heart Of Private Equity Strategies Is A Talented And Proven Management Team
- How a proven management team has your business run without you
- Why accountability is the key to success
- Why you must ensure you have successors for your CEO
- Why A Culture Of Accountability Is A Key Ingredient For Increasing Enterprise Value
- How accountability embedded in company culture eliminates arrogance
- Why performance reviews unlock EBITDA and enterprise value
- The power of regular employee surveys
- Why Private Equity Strategies Leverage A Foundation Of Strong Financial Systems
- The importance of financial measure that every employee knows
- How employees having the empowerment to adjust their performance drives EBITDA
- Why some form of employee ownership drives 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 by 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 LinkedIn
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
This podcast is brought to you by the Deep Wealth Experience. In the world
"You can be both vulnerable and strong." - David Lewis
David Lewis is a fifth-generation entrepreneur. He has lived the highs and lows of building a truly great company.
Early in his career, David ran two companies, a publishing company, and a printing company. With the printing company, David struggled to find the balance of raising a small family with the energy required to take a company to the next level.
After discovering EOS and exploring the model, David realized that had something like EOS existed, he wouldn't have been forced to choose between his children and his company.
Now, David’s passion is working with entrepreneurs to help them get what they want from their businesses and not be forced to make the difficult choice that David did.
David is a trained coach for both individuals and teams, and he brings those skills and his positive energy to his dynamic and spirited session days with his EOS clients.
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
- How David became an Entrepreneurial Operating System (EOS) Implementer
- The 136 issues most business owners struggle with
- How the EOS system is simple but effective
- The six-components of the EOS system
- EOS Component #1 is vision
- Why vision plays a large role in a rich and thriving culture
- The importance of aligning everyone to the same vision
- EOS Component #2 is people
- The importance of having the right people on the right bus
- Why you won't achieve your vision unless you have the right people working in the right area
- The importance of identifying core values
- Why you should re-create the structure of your business on paper and see how it lines up in reality
- EOS Component #3 is data
- Why data creates discipline, accountability, and leadership
- EOS Component #4 is challenges/issues
- How to create a culture of transparency to speak openly about issues
- In most businesses, 80% of the issues are from people issues
- The power of "Identify, Discuss, and Solve" (IDS)
- How the right person wrong seat and wrong person wrong seat creates problems
- The challenge of either reassigning or removing people and the reward
- David shares a case study of what happens when the wrong person remains in either a role or business
- EOS Component #5 is process
- Why you must document core processes to remove errors
- The power of a one page document with five to seven steps that outlines the process
- Why a clear process is a competitive advantage that wins new business
- EOS Component #6 is traction
- How traction is above getting things done in 90-day intervals
- EOS calls 90-day business priorities "rocks"
- The power of a meeting pulse which is a weekly leader meeting to review the rocks
"Keep your head above the clouds and focus on bettering you the people around you to welcome success." - Andrew Rush
Andrew Rush has a history of improving financial results through optimizing the collaboration of teams and developing more effective senior leaders by focusing on the culture and behaviors required to be successful. Andrew has been a consultant and a leader in turnaround situations and led companies that were recognized as being one of the top 50 best managed privately-owned companies.
Andrew does professional speaking and training engagements for small and large groups across North America, covering the topic of performance and cultural alignment: aligning your team to increase the predictability and profitability of your business. Some of the groups that he has been asked to speak with include the Chief Executive Network, TEC, Vistage, Mackay CEO Forum, Industrial Exchange, Business Transaction Forum, and Presidents of Enterprising Organizations.
Andrew has been interviewed for Forbes Magazine and appeared in numerous webinars and podcasts for North American and European audiences. Andrew started his career with Carpedia in 1997. From there, he went on to various companies in the building materials, aluminum, and construction industries as Vice President of Operations, Vice President of Sales, General Manager, and President.
He has held leadership positions in companies with 25 to 1,200 employees in unionized and non-unionized environments for both publicly traded and privately held firms. He returned to Carpedia in 2017.
Andrew also focuses a large amount of his time trying to align his three children aged 17, 15, and 11. This audience is usually his most challenging.
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
- How to unlock improved profitability
- How processes play into increasing EBITDA
- Why preparation years in advance for a liquidity event is essential for success
- How the management team plays an essential role in the success of enterprise value
- Why Carpedia does a two-week diagnostic on a business before starting
- A study from Gallup suggests 7 of 10 managers are incapable
- Why 40% to 60% of a manager's time is in reactive mode
- How having managers focus on proactive time can lift an entire business
- Why only 1% of a manager's time focuses on proactive time, which is only 7 minutes a day
- The power of increasing proactive time from 7 minutes to 40 minutes a day
- Why culture plays a large role in EBITDA
- How business owners may be a problem in the culture of a business and what can to do about this
- Why recognizing employees goes a long way to increase culture and productivity
- How being more humble as a business owner improves culture
- Two blind spots that most business owners have and don't realize
- A case study of how a construction company increased EBITDA by improving proactive time
- The impact of COVID-19 on culture
- An important area that business owners are overlooking with their culture and COVID-19
- How to enrich your culture even when employees are working
"We are now back to the go-go days of M&A" - Peter Kubasek
"Tax changes coupled with desire to personally de-risk is driving an active market" - Josh Curtis
"The best thing you can do to avoid deal fatigue is preparation" - Michael Butler
Peter Kubasek is founder and managing partner of ArkMalibu. Peter has been closely involved in more than 500 merger and acquisition projects ranging from $2 million to over $1 billion in sales, representing billions in transactional value. Peter brings a vast background of knowledge and understanding to every engagement in which he is involved. His success stems from his ability to identify the core needs of his clients, developing creative solutions, and applying sound analytical and negotiating skills to each engagement. He has advised clients on preparing for exit, valuations, divestitures, and financing options in a variety of areas, including 3D printing, technology, services firms, communications, manufacturing, consumer packaged goods, and distribution.
Josh Curtis is managing director at Footprint Capital. Mr. Curtis advises business leaders in ownership transitions, and liquidity events, including sell-side and buy-side transaction engagements. As well as succession planning, strategic growth, management buyouts, ESOP formations, capital raises, and leveraged recaps. Mr. Curtis began his career at Fifth Third Bank, where he held several positions in commercial lending, including relationship manager. In this role, Mr. Curtis served companies with sales ranging from $5 to $500 million in central Ohio.
Michael Butler is a senior director at Footprint Capital. Michael is responsible for leading the sell-side and buy-side engagements with business owners. In addition, Michael cultivates relationships with clients, prospects, centers of influence private equity firms, and family offices. Michael's previous roles include auditor and consultant with a big four accounting firm, corporate executive with an insurance and financial service group, president of a securities broker and dealer, venture capital partner, business owner, angel investor, and board member.
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
- Why M&A activity is back to pre-pandemic levels and will likely be one of the best years ever
- The importance of preparing before your liquidity event with a resource like the Deep Wealth Experience
- Why you must find an investment banker who goes beyond the normal process and helps you prepare
- The importance of developing "green shoots" and focusing on key areas in your business
- Understand that a liquidity event takes time, even with the best investment banker
- Why investors are ready to get "back to business"
- The importance of giving investors a reason of why your business is back to normal
- How you can leverage EBITDA-C
- Understanding why investors look at EBITDA-C and what you can do to support your thesis
- Why investors are hungry for transactions
- How to be the world's best client for an investment banker
- Why your attitude is as important as your financial statements
- How being willing to take advice and respond fast is essential for success
- Why "deal fatigue" is real and what you can do about it
"Enjoy your journey because this is where the magic happens" - Waleuska Lazo
Waleuska Lazo, the creator of the 28-day online course FMTG The Gratitude Experiment, is a passionate, expressive, serial entrepreneur and mother of two. Born in Nicaragua, Waleuska immigrated to Canada with her family as a teen. She earned a bachelor of arts degree and a Master's degree in Criminal Justice from the University of Toronto.
Waleuska splits her time between Miami and Toronto, Canada. In 1995 Waleuska was one of the co-founders of Embanet a pioneering e-learning provider of higher education solutions and services. After selling Embanet in 2007, Waleuska co-founded the Magnum Opus Group, which is a real estate company that builds homes for discerning buyers.
In 2011 Waleuska founded Dream Catcher Print a book publishing venture through which she has published a series of books about real-life heroes for young readers and books on personal transformation for adult readers.
Works include The Gift of Bravery: The Story of Ellie Cohen, Confessions from a Mom to Her Child, and her memoir, The Best Worst Thing That Happened to Me.
Having transformed thousands of lives through The Gratitude Experiment. Waleuska's latest book is The Gratitude Blueprint: The Ultimate Strategy For Extraordinary Happiness.
Waleuska attributes her success to leading a life that is focused on service and helping others.
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
- Waleuska shares the emotional challenges experienced after her 9-figure liquidity event
- The importance of a "why" in creating fulfillment
- How Waleuska created The Five Minutes To Gratefulness (FMTG) system to heal herself
- Why the FMTG has transformed thousands of lives with people from over 83 countries
- How a practice of gratefulness helps you learn a new habit in 28-days instead of 66 days
- The extraordinary results people received from Waleuska's FMTG system
- Why gratitude shifts your focus to unleash creativity and success
- The science behind FMTG with epigenetics, neuroplasticity, and heart-brain coherence
- Why people focus on heir problems instead of what's working and what to do about this
- How stress robs your body of energy and creates illness
- What negative thoughts do to your brain and emotions to take you off your top performance
- How to teach your body to feel grateful through gratefulness and meditation
- The correlation between energy and frequency that shapes your experience
- Why your inner thoughts become your outer world
- How to liberate yourself when you drop the "victim" mentality and take responsibility
- The importance of surrendering to external circumstances and the benefits you receive
- Why forgiveness is essential to restore your passion and purpose
- How gratitude helps you enjoy your business journey and elevates your life
- The importance of strengthening your "bounce muscle"
- Why you must realize that other people's actions are not personal
- How gratitude helps you create the type of life and legacy you desire
- How gratitude helps you dominate and win in your liquidity event
- Why gratitude makes a difference when going through due diligence
- The power of a mastermind group to help transform your life
- The special offer The Sell My Business Podcast audience when you buy The Gratitude Blueprint book
- How to enrich your company culture through Waleuska's FMTG system
- How gratitude helps employees be calmer and happier
- Why happiness is
"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
"All successful people have a humongous desire for success and making a difference." - Colette Streicher
Colette Streicher has dedicated her life to researching the quickest and most effective ways to leverage the human mind for success and joy. In 2013, Colette discovered a unique approach that revolutionizes the field of psychology and peak performance called the Make Anything Possible (MAP) method.
As the founder of the MAP Coaching Institute and MAP method, Colette brings a unique coaching program that helps everyone make anything possible in their lives. The map method includes a proprietary unlearning process that teaches the brain to easily and quickly rewire itself.
Colette is the author of the number one Amazon international bestselling book, Abundance On Demand. For the past two decades, Colette has studied the most cutting-edge tools in the field of mental and emotional management and personal growth.
As a private coach, Colette is the secret weapon of peak performers, top athletes, CEOs, and business leaders. Colette helps soul-driven entrepreneurs leverage the power of their mind to be happier, make more money, and realize their vision while making the world a better place.
The Sell My Business Podcast is brought to you by Deep Wealth.
The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-days, you have a blueprint for optimizing the value of your business. You also enjoy the certainty that you capture the maximum value.
SHOW NOTES
- How Colette created a new method in the field of psychology that helps create success
- The Make Anything Possible (MAP) method neutralizes mental and emotional blocks to success
- Why the quality of your life depends on the quality of your decisions
- How science confirmed that unconscious mind knows the answer 7 seconds before the conscious mind
- Most people make 75,000 every day
- Why your beliefs affect your decisions
- How awareness is the first step to make better decisions
- Colette shares how one client lost $1M seven times based on faulty beliefs
- Why beliefs are thoughts that happen automatically in your mind
- How the MAP method clears and neutralizes negative thoughts and beliefs
- Why there are no emotions attached to a thought that is neutralized
- Science supports that everything is energy, and in the quantum field
- What you think about affects the quantum field, which encompasses everything
- Why your inner thoughts affect your outer world
- How stress reduces your ability to think
- Why meditation is a powerful tool to reduce stress and help you make better decisions
- The importance of meditating first thing in the morning before getting out of bed
- Why meditation empties your worry bucket for the day
- How a state of gratitude and appreciation is the gateway to ideal decisions
- The importance of showing gratitude every day, even for small things
- Why your ability to surrender to the situation is the starting point to realize success
- How Colette's best-selling book, Abundance On Demand, is a great step to learn about the MAP method
- Successful people are successful because of the larg
"I feel like Superman when I come in and I'm able to help entrepreneurs go from paper wealth to liquid wealth." - Nick San Filippo
Nick San Filippo is a partner and member of Lowenstein Sandler’s Transactions and Advisory Group. Lowenstein is a national, full-service, law firm with over 375 lawyers based in New York City, Palo Alto, New Jersey, Utah, and Washington, D.C. The firm represents leaders in virtually every sector of the global economy.
Nick has over 25 years of experience working on behalf of high-stakes entrepreneurs and corporate clients. He combines his specialized legal knowledge with strategic thinking, creative solutions, and a deep understanding of the makings and monetization of a successful business. He works side by side with the C suite as both legal and business advisor at every stage of a company’s life cycle, helping clients leverage business opportunities, minimize risk and create a culture focused on maximizing enterprise value.
By integrating his role as outside general counsel with his extensive M&A experience, Nick is uniquely qualified to guide companies from successful operations to a successful exit. Nick brings the same passion to client service as he does to his golf and paddle tennis game - he is focused, leaves nothing on the table, and takes every reasonable action to succeed.
A different type of attorney, Nick dedicates two full days a month to personal and professional growth as a member of both Vistage and Tiger 21.
A constant learner, Nick regularly places himself in rooms where he can gain a deeper understanding of the mind of the entrepreneur. These experiences make Nick a true trusted advisor, business, and legal counselor whether he is working on behalf of his clients or on behalf of the Firm as Chair of Lowenstein Sandler’s Strategic Planning Committee or as a member of the Firm’s Executive Board.
Please note that the information provided is intended for a general audience and is not legal advice or a substitute for the advice of competent counsel, the content reflects the personal views and opinions of the participants.
The Sell My Business Podcast is brought to you by Deep Wealth.
The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-days, you have a blueprint for optimizing the value of your business. You also enjoy the certainty that you capture the maximum value.
SHOW NOTES
- How Nick became an M&A lawyer
- Why Nick feels like Superman when helping business owners complete a liquidity event
- Common mistakes most business owners make and what you can do about it
- How Nick increases enterprise value when serving as general outside counsel
- How Nick has a deep Rolodex of advisors to help a business owner prepare for a liquidity event
- The importance of receiving the right types of referrals for advisors
- Why your current advisors may not be the right ones for your liquidity event
- How a business owner can prevent a failed deal by preparing years in advance for a liquidity event
- The importance of an internal due diligence audit before starting a liquidity event
- How business owners trade their health, time, and money by not preparing in advance
- Why a liquidity event is like a full-time job if you don't prepare in advance and what you can do about it
- Why you're at significant risk when you don't have the best M&A lawyer when dealing with sophisticated buyers
- How you can protect yourself from PE firms a
"You can be whatever you want to be." - Daryl Ching
Daryl Ching is the founder of Vistance Capital Advisory and an expert in structured finance. He has made numerous appearances on the Business News Network and has been quoted in major newspapers and magazines.
Daryl has over 10 years of experience in investment banking, primarily at RBC Capital Markets, and spent another 10 years working in an executive capacity, operating small businesses, raising over $50 million in equity and debt financing.
Daryl has worked in almost every facet of the financial world, gaining valuable knowledge and insights, which he now brings to the table to benefit his clients.
Daryl also served on the investment committee of Maple Leaf Angels for over a year.
The Sell My Business Podcast is brought to you by Deep Wealth.
The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-days, you have a blueprint for optimizing the value of your business. You also enjoy the certainty that you capture the maximum value.
SHOW NOTES
- How Daryl's background as an investment background gives him an edge as a CFO
- Daryl discusses the areas that most business owners overlook on the financial side
- The downsides of not having a CFO help you in your business
- How a virtual CFO service gives you access to top talent without the hefty costs
- Why it's important to have your financial reports ready in advance of a liquidity event
- How a CFO can help you in your business even if you're not having a liquidity event
- What Daryl does to have a business more attractive to a buyer
- The importance of succession planning
- How Daryl's buy-side experience helps business owners with their liquidity event
- Overlooked items in financial due diligence that you need to know
- The importance of a business running without the owner
- Why it's important to reduce EBITDA adjustments before your liquidity event
- How a buyer views EBITDA adjustments and why this can hurt your liquidity event
- Why you need a track record of at least two years of financial history
- The importance of removing any room for interpretation with financial statements
- Why business owners need to be upfront with buyers about EBITDA adjustments
- Tax implications of keeping a business or selling a business and what you need to know
- The bitter pill every business owner must swallow when selling a business
- How deficiencies in your financial statements can cost you the deal
- Daryl discusses the state of the market amidst the coronavirus
- What you can do to position yourself for success well in advance of your liquidity event
- How to seamlessly integrate a virtual CFO into your operation
This podcast is brought to you by Deep Wealth. Are you thinking about a liquidity event? You have one chance to get it right, and you better make it count. The 90-day Deep Wealth Experience gives you the certainty to capture your maximum value. You'll master the 9-steps of preparation we created for our 9-figure exit.
Click here to book your free call. Learn about the 9-Step Roadmap and how you can capture the maximum value on your liquidity event.
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
The Vistance Capital Website
Daryl Ching On LinkedIn
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
This episode is brought to you by the
"The biggest focus for businesses should be about getting hyper-personal." - Mal McCallion
Mal McCallion has 30 years of experience in high-growth organizations. Mal is obsessed with elements of business that make some businesses succeed where others fail.
As part of the teams that launched both Zoopla and Primelocation and, with the experience of growing these businesses to multi-million plus valuations, Mal launched Growtion in 2015 to help businesses get on the fast-track to success.
Using a strong base of actionable strategies built around Product, Marketing, and Sales, Growtion has helped dozens of businesses execute their way to success.
The Sell My Business Podcast is brought to you by Deep Wealth.
The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-days, you have a blueprint for optimizing the value of your business. You also enjoy the certainty that you capture the maximum value.
SHOW NOTES
- Mal shares how he left two decades of financial services to join a startup that later sold for over $55M
- How the liquidity event began Mal's obsession with systems that create massive success
- The role execution plays in business success
- The lessons learned from the launch and sale of Zoopla
- How growth combined with execution create success
- Why Mal created the Growtion system to help businesses skyrocket success
- How finding a problem to solve is key to success
- How to avoid common mistakes when launching a product or service
- Why Product Market Fit (PMF) is key to success
- The power of the 11-7-4 formula to attract new customers
- How to create and re-purpose content to grow sales
- Why trust is critical for attracting new clients
- The power of create three packages to offer prospective clients
- How to create three packages
- Lessons learned from the book Thinking Fast and Slow
- The power of choice architecture
- Why people like the sense of control and how to give this to clients
- Why you should start with 10-key features for your offering
- How sales must be front-and-center in your business
- Why engagement in the sales process creates sales
- The power of customer reviews and testimonials
- Why Growtion is built on 15 core elements
- The power of becoming hyper-personal in your communications to clients and prospective clients
- Why you must put the power of visualization to work for you when thinking of the future
- How visualization and goals make a powerful combination
- Why enjoying the journey is as important as enjoying success
This podcast is brought to you by Deep Wealth. Are you thinking about a liquidity event? You have one chance to get it right, and you better make it count. The 90-day Deep Wealth Experience gives you the certainty to capture your maximum value. You'll master the 9-steps of preparation we created for our 9-figure exit.
Click here to book your free call. Learn about the 9-Step Roadmap and how you can capture the maximum value on your liquidity event.
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
Mal McCallion on LinkedIn
The Growtion website
The book Thinking, Fast and Slow
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
This episode is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90
"Winners chase after good enough. Losers chase perfection - Jeffrey Feldberg" - 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
- Question 1: What Painful Problem Are You Solving?
- Why if you're not solving problems, you're going out of business
- The power of asking your customers what keeps them up at night
- Question 2: Congratulations On Identifying A Painful Problem. But Do You Actually Solve It?
- Why you must forget market studies, surveys, and focus group
- The two essential things solving a painful problem does for your business
- How and why to ask your customers for candid feedback
- Question 3: Is Your Business World-Class?
- Why solving a problem isn't enough
- Why your business must be world-class
- The power of step 8 of the 9-step roadmap for finding skeletons in the closet and hidden Rembrandts in the attic
- Why if you're not world-class, your business is a failure waiting to happen
- Question 4: Does Your Business Run Without You?
- What happens when your business runs without you
- The power of working on the business and not in the business
- Why you can create a market disruption when your business runs without you
- Why you'll increase your enterprise value when your business runs without you
- Question 5: Are You Doing The Right Thing?
- What to look for to find out if you're doing the right thing
- Jeffrey reveals two companies that solved a problem but weren't doing the right thing
- What to do if you're feeling burnt out
- The importance of finding the right problem to focus on so you can thrive
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 LinkedIn
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.
Who are we and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer. In the process we increased the value of
Episode 42 Former Wall Street Investment Banker Carl Allen On Why You Should Buy Businesses To Fuel Growth And Profits
"I have a very big why for what I do that gives me all the fuel, purpose, and drive, to focus every day to make this happen." - Carl Allen
Carl Allen is a world-class entrepreneur, investor, and corporate dealmaker who has worked on more than 330 transactions worth close to $48 billion. In his nearly 30 year career, Carl has analyzed thousands of businesses, big and small in 17 different countries across nearly every business sector, including technology, pharmaceuticals, transport and logistics, engineering, manufacturing, aerospace, consumer goods, business services, retail, professional services, financing, packaging, and corporate clothing.
Carl first earned his reputation during his 16 years on Wall Street, working for Bank of America, Hewlett Packard, Forrester, and Gartner. There he advised some of the world's largest corporations on investments, mergers, acquisitions, disposals, and restructuring, and helped hundreds of business owners raise both equity and debt financing.
Carl founded Dealmaker Wealth Society because he believes starting a business from scratch is certifiably crazy. He wanted to use his highly specialized skill set to help others realize their dream of self-employment without the long, hard, up all night slog with a 96% failure rate in 10 years, according to the E-Myth Revisited by Michael Gerber. Today, Carl is helping thousands of entrepreneurs all over the world buy existing and profitable small businesses.
The Sell My Business Podcast is brought to you by Deep Wealth.
The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-days, you have a blueprint for optimizing the value of your business. You also enjoy the certainty that you capture the maximum value.
SHOW NOTES
- Why Carl retired at 37 as a successful Wall Street investment banker doing multi-billion dollar deals
- How Carl got into the business of buying businesses and coaching other business owners
- The problem faced by the 10,000 baby boomers retiring every single day in the US
- How Carl solves the problem faced by retiring baby boomers
- Three common mistakes most business owners make
- How Carl differentiates himself from strategic buyers
- Why Carl hopes you work on the business and not in the business
- The perils of working in the business when it comes time for your liquidity event
- Why Carl prefers a business owner has a liquidity event advisory team, even if it means he pays more money when buying the business
- The power of the SBA 7A loan program when buying a business
- The three types of mindsets Carl looks for in a business owner when decided to buy a business
- The three filters Carl puts every deal through before deciding to buy and how this can benefit you when selling
- Why Carl thinks it's too dangerous to start a new business
- How a business can grow revenues and profits through buying other businesses
- The power of buying similar businesses to do a roll-out when it's time to sell your business
- Why businesses that have higher revenue and profits are easier to sell and sell for more
- The frightening statistics of failure rates for new businesses
- Why big companies buy smaller companies instead of starting n
"I'm a lawyer that loves to close deals." - Addison Adams
Addison Adams is a lawyer that closes deals and founder of Adams Corporate Law. Addison is dedicated to providing practical and useful corporate legal advice to small businesses with enterprise values under $100M.
Addison is a legal expert in mergers and acquisitions and helps businesses buy competitors to grow by acquisition and then sell the combined enterprise. Transactions include mergers and acquisitions, spinoffs, share exchanges, and asset sales. Addison also helps companies establish appropriate corporate structures to improve asset protection and tax efficiency and prepare in advance for an ultimate sale.
When it comes to finance, Addison is a legal expert on investor offerings and helps in preparing investor paperwork, structure offerings, and assure legal compliance with securities regulators (the SEC and local state agencies). Whether you are getting capital from a friend or partner, a venture capital fund, or the general public, I will help you follow the rules.
Addison has extensive experience in helping clients resolve disagreements among owners, including partner buyouts, equity adjustments, compensation adjustments, and C-suite turnover. Addison prepares equity incentive plans to award equity to high-performing employees and handle all aspects of corporate compliance and governance obligations.
On the contracts side, Addison is an expert in preparing material contracts. A well-drafted contract will clearly spell out the business arrangement, provide protections for both sides, and clearly define remedies in the event of a breach. Every material contract should be reviewed from the perspective of a potential buyer of the business.
With over two decades of experience, and a background representing public and privately held companies from every industry, Addison provides a wealth of knowledge, experience, and wisdom for his clients. Whether your business is a low-tech manufacturer or distributor, a sophisticated purveyor of professional services, a high tech creator of software or technology, or trailblazing through legal cannabis, blockchain, or fintech, Addison is here to help you navigate the legal issues, protect you, and your business, and help you succeed to achieve your goals for growth and ultimately achieve a successful exit.
Addison was born and raised in Los Angeles and currently lives in Orange County. Married for nearly 20 years, Addison has two teenage boys. When Addison isn't closing M&A deals, he enjoys running, biking, games, and music.
The Sell My Business Podcast is brought to you by Deep Wealth.
The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-days, you have a blueprint for optimizing the value of your business. You also enjoy the certainty that you capture the maximum value.
SHOW NOTES
- Addison's story of how he became an M&A lawyer
- Why lawyers are known as deal-killers and what to look out for
- How Addison focuses on closing deals
- What to look for in an M&A lawyer that closes deals
- How Addison aligns the needs of the buyer and seller to provide confidence and hope
- The dangers of using a non-specialist lawyer for your liquidity event
- What a non-specialist lawyer typically misses in a letter of intent
- The diligence Addison performs when taking on a client for a liquidity event
- Granular legal items that are easy to miss but can cost you big when having a liquidity event
- Why Addison prefers an M&A lawyer with the buyer, even if it means not taking ad
"You have to empower your employees and your company to succeed without you" - Jason Helfenbaum
Jason Helfenbaum creates customized training and knowledge management solutions that address operational issues and opportunities.
As owner and founder of ClicKnowledge, Jason has worked with a wide variety of clients across numerous verticals, ranging from behavioral modification in retail pharma and sales, training in financial services, to support and training content in IT and manufacturing.
In addition to working with large enterprise clients, Jason also works with the SMB/SME market with ay focus on how by creating systems the business can become more efficient, resilient, and valuable
The Sell My Business Podcast is brought to you by Deep Wealth.
The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-days, you have a blueprint for optimizing the value of your business. You also enjoy the certainty that you capture the maximum value.
SHOW NOTES
- Jason's fascination with how to make a company more effective
- Why Jason started ClicKnowledge
- The two types of people in the workplace
- Why Jason's focus is all about ROI
- How business owners can have the business run without them through systems
- Why business owners should not be focused or involved in operations
- The importance of knowing what your time is worth
- Eisenhower's four quadrants and focusing on both the urgent and important
- How to find the low hanging fruit when looking for efficiencies
- Why your employees are on lease and what you can do about it
- The two critical questions that lead to efficiencies and a higher ROI
- The three-stage process Jason created to have the business run without you
- Knowing which questions to ask when thinking about a liquidity event
- The power of doing things 1% better week-over-week
- Proven yet simple strategies to thrive during the COVID-19 pandemic
- Why questions are the key to unlocking the value in your business and the life you want
- How to look after the mental health of your employees
- Stockdale's principle for dealing with challenging situations
- How silos in a business rob you of efficiencies and profits
- Why documenting everything saves your health and catapults the success of your business
- How to start documenting in a manner that isn't time consuming or expensive
- Jason shares how a client-generated more revenues and success through documentation
- Why ROI isn't only financial and should also include your time
- How to think about a liquidity event and the questions to ask
- Why the right type of training unlocks ROI and saves you time
- The story behind why Jason created ABetterMe.live
- How to get the best out of your employees
- Why downtime is an investment in you
- Simple and low-cost strategies that embrace downtime
- The power of articulating your goals
- Why laughter
"The movie and story in Entrepreneur Land always end with the exit, but there's an epilogue. Life goes on and finding your epilogue and figuring out how you create a new structure, meaning, and identity is what it's all about." - A.J. Wasserstein A. J. Wasserstein is the Eugene F. Williams, Jr. Lecturer in the Practice of Management at the Yale School of Management. Additionally, A.J. is a private investor with a long-term orientation, interested in lower middle-market businesses and philanthropic organizations, where he can be positively impactful by using his experiences, time, and capital. Mr. Wasserstein was the President of OneSource Water, the third-largest bottleless water service business in the U.S. OneSource Water was sold to Water Logic, a U.K. based strategic acquirer, in 2016. Previously, A.J. was the founder and CEO of ArchivesOne, the third largest records management company in the U.S. ArchivesOne was sold to Iron Mountain (NYSE: IRM) after 17 years of operation. The U.S. Small Business Administration has recognized A. J. as the Small Business Person of the Year in Connecticut. A. J. wrote a book on young adulthood that was a gift to his three children. The book’s title is What Matters Most: A Young Adult’s Roadmap to Life. The Sell My Business Podcast is brought to you by Deep Wealth. The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-days, you have a blueprint to optimize the value of your business. You also enjoy the certainty that you capture the maximum value. SHOW NOTES
- How A.J. Started in business
- The opportunity institutional capital provided for A.J. to grow his business
- How saying "no" to an unsolicited offer opens up a new opportunity for A.J.
- Why an unsolicited offer is not the best offer
- How the right investment banker makes the difference for your liquidity event
- The brilliance of A.J.'s strategy of reaching out to competitors on a regular basis to talk and learn
- Why the right size of investment bank makes all the difference for a liquidity event
- Why you must figure out how to be the best client ever for your investment banker
- A.J.'s advice on dealing with fees for investment bankers and how to create a win-win
- The power of an M&A lawyer who is a problem solver and not a deal inhibitor
- Why every business owner must take charge of the deal book that investment bankers write
"If you are going to spend your life running anyway, you might as well be chasing your dreams." - J.B. Bernstein
J.B. Bernstein is a "Genetically Wired Entrepreneur." Bernstein has helped fund and successfully launched businesses in Packaged Goods, Trading Cards, Digital Content, Sports, TV, Supplements, Building Blocks, & New Tech.
JB's most recent investment in AviSight, a leading drone based Industrial Inspection company, was so intriguing, he accepted the role of CEO and is ushering in a generational paradigm shift in the industry for Oil, Gas, & Power companies worldwide.
As a 35+ year veteran of the sports marketing and packaged goods industries, Mr. Bernstein has been called an “Evolutionary Force Multiplier” in business, and is widely respected for his creative problem solving and positive results.
Bernstein’s early work includes positions with Grey Advertising, Procter & Gamble, Upper Deck, and Major League Soccer before starting his own sports agency.
As founder of Access Group of Miami, LLC, he has represented some of the greatest athletes of all-time including Barry Bonds, Barry Sanders & Emmitt Smith. Bernstein was responsible for creating groundbreaking programs such as Smith’s Run With History™ which is now the standard deal in NFL for milestone marketing. J.B. also helped orchestrate Barry Bonds’ departure from the MLBPA licensing group, making him the first baseball player to successfully operate outside of their auspices.
Most notably, JB co-created The Million Dollar Arm™ contest in India, which yielded the first 2 Indian men to ever sign pro sports contracts in the US. J.B.’s story was the subject of a Disney motion picture, released worldwide on May 16, 2014. The film starred Jon Hamm as Bernstein.
J.B. serves as the chair of the Las Vegas Tiger 21 group, the premier peer membership organization for high-net-worth wealth creators and preservers, helping them navigate the challenges and opportunities that success creates. He also sits on the Board of Directors for Iqoniq and several other sports startups.
Mr. Bernstein graduated the University of Massachusetts at Amherst and has also achieved graduate degrees from USC and LSE. Bernstein currently lives in Las Vegas with his wife and daughter.
The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-days you have a launch plan and certainty that you capture the maximum value.
SHOW NOTES
- J.B.'s background and story
- Why hunger for success is the starting point of any journey
- The meteoric rise of J.B. at Proctor and Gamble
- Why mentors are key for success in life and business
- J.B. share stories about his mentor, Richard McWilliams who founded Upper Deck cards
- Lessons learned from J.B.s first liquidity event with Upper Deck
- The importance of believing and betting on yourself instead of other people
- Why you must find the buyer who has the cultural alignment with your business
- How every business owner must set expectations for the liquidity event itself
- The importance of planning for life after a liquidity event
- Why an unsolicited offer isn't usually the best offer
- Why taking time off after a liquidity event is the most important action to take
- J.B. shares how he became a sports agent for Barry Sanders, Emmitt Smith, and Curtis Martin
- The importance of knowing where your industry is heading so you can pivot as needed
- J.B. shares the story of one interaction that forever changed his career as a sports agent
- How J.B. found his X-Factor to skyrocket the value of his business and created a market disruption
- The power of creating your blue ocean where you have no competition and add massive value
- What J.B. did to create his blue ocean in a unique way that changed
"Your acres of diamonds are right in front of you waiting to be discovered." - Jeffrey Feldberg and Steve Wells
Jeffrey Feldberg and Steve Wells are the founders of Deep Wealth. The M&A journey for Jeffrey and Steve began when they said "no" to a 7-figure unsolicited offer. Immediately, the two said "yes" to mastering the art and science of a liquidity event. Two years later, Jeffrey and Steve said "yes" to a 9-figure offer. On the process, Jeffrey and Steve increased their company value 10X.
How did Jeffrey and Steve increase their company value 10X and go to a 9-figure liquidity event?
Jeffrey and Steve created a proven 9-step solution on how to successfully prepare.
The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-days you have a launch plan and certainty that you capture the maximum value.
SHOW NOTES
- 75% to 90% of businesses listed for sale to fail
- Preparation, Or Lack Of It, Will Either Make Or Break Your Liquidity Event
- Why you'll learn about your business and marketplace through preparation
- How revenue and profits increase as a result of preparation
- Why due diligence from you future buyer isn't enough and too late in the process
- Do You Run Your Business Or Does Your Business Run Without You?
- The importance of losing your golden handcuffs
- Why you'll find and solve new painful problems for your customers
- The power of a market disruption
- Why your enterprise value goes up when it runs without you
- The power of keeping a thriving and profitable business forever or selling it tomorrow
- When Your Advisory Team Works, Your Dream Works
- The common mistakes business owners make by using their existing lawyer
- The six members of your liquidity event advisory team
- Why the advisory team is not complete until you hire a Chief Exit Advisor
- The role of a Chief Exit Advisor and how this individual helps you win big
- Liquidity Events Mistakes Include Thinking Like A Seller Instead Of A Buyer
- The power and leverage created when you think like a buyer
- Understanding the different types of buyers
- Why you must find each buyer's problem they are hoping your company will solve
- The power of the Richter Reverse RFP to find the buyer with the best cultural fit
- Liquidity Event Mistakes Include Not Finding The Hidden Rembrandts In Your Attic
- Your business is world-class in at least one area and it's your mission to discover this
- Why Rembrandts increase your enterprise value and keep your deal engaging for buyers
- How Rembrandts help grow your business and increase profits
This podcast is brought to you by Deep Wealth. Are you thinking about a liquidity event? You have one chance to get it right and you better make it count. The 90-day Deep Wealth Experience gives you the certainty to capture your maximum value. You'll master the 9-steps of preperation we created for our 9-figure exit. Click here to book your free exploratory call.
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
The Acres of Diamonds Story
Jeffrey Feldberg on LinkedIn
Article: "5 Liquidity Event Mistakes That Will Make You Cry"
Steve Wells on LinkedIn
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
"Your acres of diamonds are right in front of you waiting to be discovered." - Jeffrey Feldberg and Steve Wells
Jeffrey Feldberg and Steve Wells are the founders of Deep Wealth. The M&A journey for Jeffrey and Steve began when they said "no" to a 7-figure unsolicited offer. Immediately, the two said "yes" to mastering the art and science of a liquidity event. Two years later, Jeffrey and Steve said "yes" to a 9-figure offer. On the process, Jeffrey and Steve increased their company value 10X.
How did Jeffrey and Steve increase their company value 10X and go to a 9-figure liquidity event?
Jeffrey and Steve created a proven 9-step solution on how to successfully prepare.
The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-days you have a launch plan and certainty that you capture the maximum value.
SHOW NOTES
- A special podcast for Christmas and the New Year
- Why Jeffrey and Steve selected the story Acres Of Diamonds
- How to find your acres of diamonds
- Wishing you a Merry Christmas and Happy New Year
This podcast is brought to you by Deep Wealth. Are you thinking about a 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 with a 9-figure exit. Click here to book your free exploratory call.
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
The Acres of Diamonds Story
Jeffrey Feldberg on LinkedIn
Steve Wells on LinkedIn
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
"It’s a special opportunity for us to help our clients monetize and achieve their objective that they set out." - Josh Curtis
"I became an investment banker to help an entrepreneur put the capstone on their career from a life time of work through an exit." - Michael Butler
Josh Curtis is Managing Director at Footprint Capital. Mr. Curtis advises business leaders in ownership transitions and liquidity events, including sell-side and buy-side transaction engagements as well as succession planning, strategic growth, management buyouts, ESOP formations, capital raises, and leveraged recaps. His career has been dedicated to facilitating strategic initiatives for both private and public companies with revenue ranging from a few million to over a billion across all industries in the U.S.
Michael Butler is a Senior Director at Footprint Capital. Michael is responsible leading sell-side and buy-side engagements with business owners. Michael cultivates relationships with clients, prospects, centers of influence, private equity firms, and family offices.
Josh and Michael share why they have a 98% success rate for exits and liquidity events.
SHOW NOTES
- Why every business owner must consider a recap for part of their exits or liquidity events
- An explanation of what a recap is and how it works
- How a recap can create a bigger payout than the first liquidity event
- Why a recap can have you own more of your company and cost less money
- The new breed of private equity and the long-term benefits
- Defining the parameters in which a recap makes sense for you
- How a recap can reduce your risk and increase your wealth
- Why a business can expand and thrive from a recap
- Understanding how a recap works
- Michael and Josh walk through the math of a recap and discuss the benefits
- The opportunities that arise when a recap is integrated with a platform business and add-on businesses
- Why the home service industry has blossomed as a result of the coronavirus
- What to look for in a private equity group when considering a recap
- How family offices have changed the private equity scene
- The power of a strategic buyer that is powered by private equity when doing a recap
- Josh shares the experience of a Footprint Capital client who had a 3.5X return in six months because of a recap
- How the pandemic has changed the M&A environment and what you can expect going forward
- Michael talks about his outlook for M&A for the upcoming year
- Why business owners can look to a recap to address concerns that have arisen from the pandemic
- The importance of having experienced and successful investment bankers on your advisory team
- Josh and Michael share how they became investment bankers
This podcast is brought to you by Deep Wealth. Are you thinking about a 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 with a 9-figure exit. Click here to book your free exploratory call.
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
Footprint Capital website
Josh Curtis on LinkedIn
Michael Butler on LinkedIn
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
"Welcome achievement and success when you expect the unexpected" - Jeffrey Feldberg and Steve Wells
Jeffrey Feldberg and Steve Wells are the founders of Deep Wealth. The M&A journey for Jeffrey and Steve began when they said "no" to a 7-figure unsolicited offer. Immediately, the two said "yes" to mastering the art and science of a liquidity event. Two years later, Jeffrey and Steve said "yes" to a 9-figure offer. On the process, Jeffrey and Steve increased their company value 10X.
How did Jeffrey and Steve increase their company value 10X and go to a 9-figure liquidity event?
Jeffrey and Steve created a proven 9-step solution on how to successfully prepare.
The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-days you have a launch plan and certainty that you capture the maximum value.
SHOW NOTES
- Why you need to create a winning liquidity event mindset by expecting the unexpected
- How mindset helps you both prepare for a liquidity event and get through challengEs
- How the mindset of Jeffrey and Steve changed from their preparation and what this meant for them
- Why the right preparation and mindset gives you two win-win options
- How business owners stop their liquidity events right at the finish line and the high cost of doing this
- Understanding that the value of your business is created from your preparation
- How to communicate your way to success with the right liquidity mindset
- How to communicate to customers and employees
- The type of liquidity mindset needed when speaking to customers
- Why most business owners who have had liquidity events struggle with communication
- Your future buyer knows everything about you. What do you know about your future buyer?
- Understanding the different types of buyers
- Knowing how to tune into WII.FM for buyers
- How you can leverage your so-called failures into strengths with your future buyer
- Why buyers want an upside and what they are looking for
- Why buyers pay a premium for your company
- Understand that it's not buyer beware, buy seller beware and how a liquidity mindset helps
- The reasons why buyers want you to make mistakes
- A winning liquidity event mindset protects you and your enterprise value
- Understanding that your future buyer has had many liquidity mindsets
- A winning liquidity event mindset has you dominate and win through preparation
- The 9-step road map Jeffrey and Steve developed for their liquidity event
- How the 9-steps work together to give you certainty to capture your maximum value on your liquidity event
- Why time and money spent on preparation is a rounding error compared to the increase in business value
- How preparation helps you find and fix the skeletons in your closet
- How preparation helps you find the hidden Rembrandts in your attic and share them with the world
This podcast is brought to you by Deep Wealth. Are you thinking about a 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 with a 9-figure exit. Click here to book your free exploratory call.
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
TriSearch Website
Stevie Aylsworth on LinkedIn
Contact Stevie through SAylsworth[at]TriSearch[dot]com
"Never lose that zest for life." - Stevie Aylsworth
Stevie Aylsworth has been making a difference in the recruitment world for over 15 years. He has created and led recruitment teams that have delivered well over a thousand placements globally.
His experience in sales and management is crucial in shaping TriSearch as one of the industry leaders in innovative recruitment.
Built on the principle of providing talents recruitment with intention, TriSearch is a full-service talent solutions firm with paradigm shifting managed recruitment services delivered with speed, quality, and value. TriSearch's commitment to precision, original research, and transparency is what sets it apart.
Possessing deep human resource experience is what allows TriSearch to be successful at all levels and across all functional areas through the United States, Canada and Europe. Before TriSearch Stevie was formerly a key executive and co-founder at TriWorth and Managing Director of the West Coast division of Job Plex. Stevie graduated from Lehigh University with a B.S. in finance.
SHOW NOTES
- How Stevie's backgorund in the executive search world set him up for success with TriSearch
- Why TriSearch takes a curated approach to recruitment to make it available at all levels
- Why human capital is the most important capital
- The importance of teamwork when doing a search
- Why the "do it yourself recruitment" approach is a myth you need to stop believing
- 90% of TriSearch's placements are people who are already employed and not looking for a job
- What to look for in a recruitment guarantee and why all guarantees aren't the same
- What you can't do with an in-house recruiter that you can do with an outside recruiter
- What you don't know about the contingent recruitment model but really should
- Why a retained recruitment model levels the playing field and gets you the best results
- Stevie's approach to helping a business finds its ideal employees
- The length of time you should expect for a talent search
- The dangers in buying into the brand name of a recruiter and what you should be looking at instead
- How TriSearch structure's its team for success
- Why the human element is key in recruiting despite advances in technology
- What to look for in the candidate's experience to ensure you don't lose out
- Why the start to a search makes the difference between success and failure
- What questions you need to ask yourself before starting a search
- How the empowerment of your employees can make or break your business
- Why your company culture is everything when find your ideal candidate
- The impact of COVID-19 when finding key talent and what you can do about it
- The dangers of transactional recruitment and why you must stay away from it
- Key questions to ask and what to look for when hiring a recruiter
- What to look for in the business model when hiring a recruiter
- Why talent recruitment with intention is Stevie's mission
- What Stevie finds rewarding about recruitment
- How trust between you and you recruiter is critical for success
- Why fun is key for Stevie in both business and life
This podcast is brought to you by Deep Wealth. Are you thinking about a 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 with a 9-figure exit. Click here to book your free exploratory call.
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
"Always be able to take care of yourself." - Alison Winter
Alison Winter is the Co-Fonder and CEO of Gracious Exit LLC, a web-based resource for individuals and families to prepare for the end of life.
The workbooks and articles and resources provide the roadmap to navigate this last stage of one’s like, and do it in a way that is positive, eliminates a burden for those left behind, and leaves a full picture of one’s positive contributions.
In 2006, Alison retired from Northern Trust Corporation, completing a markedly successful thirty-five year career, where she held leadership roles with increasing scope since 1987. She served on the Management Committee for the last five years of her tenure with Northern Trust. When she retired, Ms. Winter was the founding President and CEO of Personal Financial Services-Northeast based in New York, where she established the Northern Trust’s presence in that highly attractive and competitive market. Prior to that, she served as Co-President of Personal Financial Services for Northern Trust. In all, she expanded the Northern Trust franchise as a leader in managing the wealth of the affluent in 20 new markets, on the West Coast, The Midwest and the Northeast. Technology innovation, strategy, brand management and customer focus are hallmarks of her career.
In 2001, together with Susan S. Stautberg, they co-founded WomenCorporateDirectors (WCD), the only chapter-based international organization for women serving on Corporate Boards with over 3500 members serving on over 6000 Boards globally. She established the framework for scaling up, domestically and internationally, and there are now 80+ chapters on six continents. The organization has now been transitioned to Women Corporate Directors Foundation for Education and Research.
Ms. Winter received her MBA from the University of Chicago Graduate School of Business, earned her Chartered Financial Analyst designation, and is a member of the CFA Institute. She holds a BA from San Francisco College for Women. Over her career, she served on dozens of charitable and civic organizations, including Los Angeles Metro YMCA, New York Metro YMCA, The Joffrey Ballet of both Los Angeles and Chicago, Steppenwolf Theatre, and United Way Women’s Leadership Initiative. In 1998, she became the first woman to be Chair of the Los Angeles Area Chamber of Commerce in its 110 year history.
She lives in Pasadena with her husband, Joe. Her daughter, Leigh, lives with her husband and three sons in Los Altos, CA, and her son, John, lives in Chicago, IL.
SHOW NOTES
- Alison's journey in the financial world
- How Alison led the way and helped women in corporate America
- The one question Alison asked her father that was the start of the Gracious Exit
- Business owners plan for their business exit but overlook their life exit
- The systematic process and journey Alison used to create the Gracious Exit
- Why every family should have photo books to create a legacy
- How a film about your family can help future generations
- Tips on how to educate the younger generation about wealth, philanthropy, and planning
- Alison's thoughts on when to speak to your parent's about their last wishes
- Why withholding your wealth from your children can hurt them instead of protecting them
- How the specific workbooks in the Gracious Exit save you time and give peace-of-mind
- Alison walks through how to start preparing the information for your Gracious Exit
- The importance of making your estate plan easy to understand through visual mapping
- The power of having financial, medical, passcodes, and your last wishes in one place
- How to ensure your jewelry, heirlooms, and antiques have significance for your kids
- How to have a difficult conversation about last wishes wi
"Successful people focus on progress and not perfection." - Jeffrey Feldberg and Steve Wells
Jeffrey Feldberg and Steve Wells are the founders of Deep Wealth. The M&A journey for Jeffrey and Steve began when they said "no" to a 7-figure unsolicited offer. Immediately, the two said "yes" to mastering the art and science of a liquidity event. Two years later, Jeffrey and Steve said "yes" to a 9-figure offer. On the process, Jeffrey and Steve increased their company value 10X.
How did Jeffrey and Steve increase their company value 10X and go to a 9-figure liquidity event?
Jeffrey and Steve created a proven 9-step solution on how to successfully prepare.
The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-days you have a launch plan and certainty that you capture the maximum value.
SHOW NOTES
- Why the level of preparation you to do increases the value of your business tomorrow
- How 90% of M&A deals fail and what you can do about it
- The importance of realizing the odds are against you
- How most business owners leave millions of dollars of their money on the deal table
- How preparation finds the skeletons in your closet
- Why you must find the hidden Rembrandts in your attic and communicate this to your buyer
- Why you shouldn't believe the myth of waiting for your competition to give you an offer
- What you must do to successfully deal with your investment banker
- The importance of the right mindset from start to finish of your liquidity event
- How vulnerability in front of your future buyer is a strength and not a weakness
- What your buyer is looking for in your business
- X-Factors to increase the profitability of your business
- Why the wrong emotional mindset is one of the top M&A deal killers
- One of the X-Factors is your business model and how most business owners drop the bal in this area
- The importance of knowing the different types of buyers and what they're looking for
- Why every mistake you make puts your hard-earned money in the pocket of your future buyer
- How a buyer tempts you into making classic mistakes and how you can avoid these mistakes
- The importance of your business running without you, especially during a liquidity event
- Why you must avoid at all costs missing your forecast or having a too good to be true forecat
- How to tune into the What's In It For Me (WII.FM) radio station of your buyer
- The origins of the Deep Wealth Experience and how it gives you certainty to capture maximum value
- The structure of the Deep Wealth Experience to help you create a launch plan
- Why your exit team can make or break your liquidity event
- How to select the right advisors to help you with your liquidity event
- What to look out for in advisors
- Two roles on your exit team that most business owners leave out at their own expense
This podcast is brought to you by Deep Wealth. Are you thinking about a 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 with a 9-figure exit. Click here to book your free exploratory call.
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
Jeffrey Feldberg on LinkedIn
Steve Wells on LinkedIn
The Deep Wealth Experience
"Trust is the backbone of everything that we do because we are focused on that end result" - Josh Curtis
"The one thing we can attribute our high success rate to, is we do our homework upfront." - Michael Butler
Josh Curtis is Managing Director at Footprint Capital. Mr. Curtis advises business leaders in ownership transitions and liquidity events, including sell-side and buy-side transaction engagements as well as succession planning, strategic growth, management buyouts, ESOP formations, capital raises, and leveraged recaps. His career has been dedicated to facilitating strategic initiatives for both private and public companies with revenue ranging from a few million to over a billion across all industries in the U.S.
Michael Butler is a Senior Director at Footprint Capital. Michael is responsible leading sell-side and buy-side engagements with business owners. Michael cultivates relationships with clients, prospects, centers of influence, private equity firms, and family offices.
Josh and Michael share why they have a 98% success rate for exits and liquidity events.
SHOW NOTES
- Why Footprint Capital provides tailored solutions to smaller businesses
- How Footprint Capital focuses on your legacy on your liquidity event
- Why being industry agnostic gives Josh and Michael the edge for liquidity events
- The power of preparation today to help you increase your business value tomorrow
- Common areas business owners overlook that lower the value of the business
- Why you must hire the best advisors for your exit or liquidity event
- The dangers of personal expenses and how it can hurt your business value
- How Michael and Josh do their homework before saying "yes" to working with a company
- Why you should believe those "country club" stories of exit and liquidity events
- How Michael and Josh increased a client's business value by over $20 million
- The power of adding discipline and a proven system to a process to create value
- Why you need to know the most common value detractors and how to fix them
- How to organize your company for your liquidity event
- Key things to look for when selecting an investment banker
- Different tools and approaches to determine the value of a business
- How to set your expectations for the value of your business to be realistic
- Why Josh and Michael believe in the power of an auction
- The good, bad, and ugly of an earnout
- The M&A market before COVID and where the market is today
- What to expect when having a liquidity event during COVID
- The different types of buyers or investors and what you need to know about them
- What you need to know about private equity today
- How to view debt from a buyer when it comes to your liquidity event
- Why debt has a bad rap and how it can help you drive higher multiples
- Why the value of a deal shouldn't be the only factor in selecting a buyer or investor
- What to look out for in investment banks and bankers
- Why Josh and Michael get to know their clients better than their clients know themselves
- How Josh and Michael build trust to help clients through challenging decisions
- The importance of trusting your gut in both business and life
- Why reputation is one of the most important things for Josh and the Footprint Capital team
- The power of doing what you love as early as you can
This podcast is brought to you by Deep Wealth. Are you thinking about a 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
"Treat your people well, pay your people well and over bonus them when you can. Create a great culture and do whatever you need to do to have your people happy." - Berry Meyerowitz
Berry Meyerowitz is the Co-President of the Quiver Group of Companies. Quiver focuses on the financing, acquisition and global distribution of feature films and television series.
Berry was the former President of Momentum Pictures, focused on distributing films and television series in the U.S. and around the world. Berry oversaw strategic planning, key customer partnerships, content acquisitions and day-to-day operations. Berry joined Entertainment One following the acquisition of his company, Phase 4 Films, where he served as President & CEO. After founding Phase 4 in 2009, Berry and his team transformed it into one of the leading independent distributors. From 2011 to 2016, Phase 4 Films doubled in revenue while EBITDA more than tripled during this period.
Prior to Phase 4, Berry was President of Peace Arch Home Entertainment, a division he started after selling his previous company, kaBOOM! Entertainment. He also worked at 20th Century Fox where he led successful campaigns for films such as The Star Wars Trilogy, There’s Something About Mary and The Full Monty.
Berry is a former member of Young Presidents' Organization. He has an MBA from the Schulich School of Business.
SHOW NOTES
- Berry's journey from the sports world to entertainment
- Why selecting an opportunity based on the people you surround yourself is the key to success
- How mentorship shaped Berry's career and business philosophy
- How Berry learned about selling and buying businesses early in his career
- Why you must realize you can't do it all and surround yourself with talented people to help
- The power of leadership transparency within a company
- Why weekly and monthly team meetings made a difference in profitability and growth
- Why Berry did yearly offsite retreats and overspent on the event
- How spending the time and effort to know your customers gets results
- The difference a talented and full-time HR professional can make in your company
- Why job titles and schooling mean nothing when it comes to performance
- Why Berry shared financials and goals with everyone in the company
- The importance of celebrating wins with front-line employees
- Why Berry sold his company to Entertainment One
- The time challenge of running your business and going through a liquidity event at the same time
- Deciding how and when to tell employees your company is going through a liquidity event
- Why a deep dive on knowing your future buyer is critical to your success
- Before signing the dotted line, know the goals and aspirations of your buyer
- The importance of putting everything in writing when selling your business
- Why leadership must lead buy example to have employees follow
- How to get the best performance from your employees and company
- How Berry has responded to the pandemic with a creative idea that generated $1M in revenue
- Dealing with an earnout
- Treat your people well, pay your people well and over bonus them when you can. Create a great culture and do whatever you need to do to have your people happy.
- Why Berry is a voracious reader and how this has helped him in business
- When starting out forget about the money and find the right person to work with
This podcast is brought to you by Deep Wealth. Are you thinking about a 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 t
"If you're not feeling fulfillment in your life, all that other stuff doesn't matter?" - Dr. Brian Doorek
Dr. Brian Dooreck is a Gastroenterologist in South Florida who works with select individuals and C-suite leadership teams focusing on “actionable accountability” — aimed at measurable “outcomes and results.”
Dr. Dooreck completed a post-Baccalaureate while at the Harvard School of Public Health before earning his medical degree from the Sackler School of Medicine at Tel Aviv University. He returned to New York City where he completed his Internal Medicine Residency and year as Chief Resident at St. Luke's-Roosevelt Hospital, a Columbia University teaching hospital.
Dr. Dooreck received clinical training in Gastroenterology and Hepatology at the University of Miami/Jackson Memorial Hospital and distinguished Center for Liver Diseases; named by US News as one of America’s Best Hospitals for Digestive Disorders.
SHOW NOTES
- The health dangers the pandemic has created from people working from home
- Why your health is your wealth
- How Dr. Dooreck pays-it-forward in social media to keep people healthy
- Why health goals are critical but not being critical about yourself is as important
- How Dr. Dooreck ensures he is in top shape
- The dangers of obsessing in the wrong areas
- You schedule your day for success, and you can schedule your health
- How Dr. Dooreck stays healthy and fit during the pandemic
- If you're not feeling fulfillment in your life, nothing else matters
- The power of the words "actionable accountability"
- Why you're not advocating if you're not learning
- How Dr. Dooreck selectively works with leaders to ensure top health
- The important role that food plays in your mental and physical health
- Why Dr. Dooreck is a big proponent of scheduling your health
- Why you must plan your day to reach your goals and how you can do it
- The first question Dr. Dooreck asks himself when he wakes up each morning
- Dr. Dooreck describes the early days of the pandemic and his strategies to stay healthy, sane, and safe
- The importance of a daily routine
- How stress ravages the body and what you can do to protect yourself
- Dr. Dooreck shares how a winning perspective on life can also transform your business life
- The power of meditation, even if only three minutes a day
- Why you're in a low status situation when you're at the doctor's office and how you can become high status
- The importance of advocating for your health
- Why Dr. Dooreck believes that everyone should write a love letter to themselves
This podcast is brought to you by Deep Wealth. Are you thinking about a 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 with a 9-figure exit. Click here to book your free exploratory call.
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
Dr. Brian Dooreck on Linked In
Executive Health Coaching
Dr. Dooreck's organization Get Hired Miami
Freeletics
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
"Taking chances on average over time, if you're smart about it pays off and pays a dividend." - Mike McDonald
Dr. Michael McDonald is a professional financial economist with a PhD in finance, and a significant background working in finance including a decade on Wall Street and in various corporate finance roles. His consulting clients have included Fortune 500 firms, banks, hedge funds, asset managers, and government agencies.
Michael prides himself on being adept at identifying areas of financial challenges or opportunity for firms and then capitalizing on them. Michael excels in explaining and applying sophisticated topics in corporate finance and business intelligence in a way that is comprehensive yet understandable to finance and non-finance professionals alike
He specializes in working on analysis and decisions related to big data, business intelligence, financial forecasting, pricing and operational effectiveness.
Michael has authored extensive research studies on investments, corporate debt, rates of return to investors under various scenarios, and valuation of tangible and intangible assets. His work has appeared in the Journal of Corporate Finance, the Journal of Behavioral Finance, the Journal of Business and Behavioral Studies, the Journal of Fixed Income, Studies in Economics and Finance, and the Pacific Basin Journal of Finance among other professional journals. He has also authored numerous case studies on situations in corporate bankruptcies, spin-offs, restructurings, mergers, and other significant business events.
Michael’s work has been cited by the Wall Street Journal, Marketwatch, Bloomberg, Reuters, and other news organizations.
SHOW NOTES
- From the classroom to the board room, Mike's story
- How Mike helps Dell, Microsoft, and Goldman Sachs grow
- Lessons mid-market businesses can learn for large businesses
- How to find a gold mind of opportunities by licensing products from universities
- The industry-leading study Mike did on investment bankers and liquidity events
- What business owners must know about the preparation process for a liquidity event
- Two metrics business owners must ask about their businesses
- The surprising answer to the question, "would you rather have a 1% increase in volume or price?"
- Why seeking alpha isn't just for stocks
- The 80/20 rule for growing your profits
- Financial ratios you should be using in your business, but probably aren't
- Why you can't expect investment bankers to prepare you for a liquidity event
- How long-term planning and strategies are key to your financial success
- The hidden opportunities as a result of the pandemic
- Why every business owner must find and fix the business skeletons in the closet
- The problems inaccurate numbers and forecasts create
- Victor Niederhoffer's article and the powerful lesson business owners can leverage
- How you can leverage the power of data analytics and big data
- Mike's example of how data analytics stopped theft in his company
- The importance of growing your wealth through capital appreciation
- Why you need to take chance
This podcast is brought to you by Deep Wealth. Are you thinking about a 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 with a 9-figure exit. Click here to book your free exploratory call.
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
Contact Mike's through Mikem[at]ashogi.com
"If you prepare, then you have a much better chance of capturing the multiple that you desire to get" - Peter Kubasek
Peter Kubasek is Founder and a Managing Partner of ArkMalibu. Peter has been closely involved in more than 500 merger and acquisition projects ranging from $2 million to over $1 billion in sales representing billions in transactional value.
Peter brings a vast background of knowledge and understanding to every engagement in which he is involved. His success stems from his ability to identify the core needs of his clients, developing creative solutions and applying sound analytical and negotiating skills to each engagement. He has advised clients on preparing for exit, valuations, divestitures and financing options in a variety of areas including 3D printing, technology, services firms, communications, manufacturing, consumer package goods and distribution.
After earning an MBA from Pepperdine University, Peter began his career at Andersen Consulting in Los Angeles, moving quickly into Corporate Development roles at Nestlé USA and The Loewen Group. Peter obtained his undergraduate business degree Magna Cum Laude from John Brown University.
Peter is a member of the national Young Presidents’ Organization, the Cincinnati Association for Corporate Growth and the Business Growth Alliance Affiliate Board. He is the former President of the Cincinnati ACG. He has also served with the boards of several local charitable organizations and has volunteered in a variety of service endeavors. Peter and his wife Maryam have been married more than 30 years and have two sons, Hudson and Luke. They live in Loveland, Ohio. Having grown up in Vancouver, British Columbia, Peter has a great love for the game of hockey and has coached his sons and other local youth.
SHOW NOTES
- The story of Peter's Uncle, Bill Baher, whose life lessons helped Peter become the person he is today
- Why preparation is the key to unlocking the multiple you want when selling your business
- The importance of preparing yourself for life after your exit
- Why not all investment bankers may not be the advocates you think they are
- The dangers of not involving your team in your exit from day one
- Why it's better to pay tax now on personal expenses than pay later during your exit
- How business owners leave untold millions of dollars on the deal table by not preparing
- Increase your business value by demonstrating your business is an industry leader
- The power of creating a black box for your proprietary process to increase your business value
- Peter's four boxes of culture, operations, go-to-market, and financials
- Why you can increase your company's worth when you understand the four boxes of your business
- Peter shares why it's better to prepare now so you can save your health, money, and time later
- Why every business owner should find the Rembrandts in the closet
- Peter shares how to keep a large client when you're creating a liquidity event
- The importance of finding a culturally aligned buyer
- Why your company culture can give a buyer peace-of-mind and raise enterprise value
- How culture, more than financials, loses deals
- What one company does with its culture to keep its employees engaged and happy
- How Peter and his team create a culture of celebration around its people
- Why ArkMalibu works only on the sell-side to cut out conflict
- Peter explains ArkMalibu's culture of unconflicted, unorthodox, and unrelenting
- Why Peter insists that he and his team are not the smartest people in the room when examining client deals
- How ArkMalibu thinks outside the box when taking clients to market
- The $10 million question every owner should ask and the surprising answer you may find
- The lessons Pete
"We lose sight of the fact that we start companies to convert our sweat and treasure into valuable equity. One day we will sell to someone, so that we can fund our family's wealth goals." - George Sandmann
George is the CEO CoreValue Advisor Software. An attorney by training, George is an entrepreneur with almost 30 years experience starting and growing companies. George joined CoreValue Software in 2013, and in 2017 founded his current company, creating a complete business consulting system based on the CoreValue Software.
In addition to his work with CoreValue, George co-founded the Association for Enterprise Growth, served as Interim Executive Director of the International Growth & Exit Planning Association, and is co-authoring the 'Growth Consulting' curriculum for the Consultants' Training Institute.
In 2020 George developed the '3 Dimensions of Business Growth' methodology, making private company growth and equity value actionable.
SHOW NOTES
- George's background and adventures in business
- How to create a company that is stable and easy to run
- Why your goal needs to be predictable revenue, profits, and cash flow
- The three dimensions of business growth
- How CoreValue was created and its mission
- Why over 25,000 companies use CoreValue
- The power of creating an operating manual for your business
- Why every business owner must identify the niche the business operates in
- How CoreValue takes the SWOT approach to your business to create actionable items
- Why you must think of your business from your future buyer's perspective
- Aligning your enterprise value with your lifestyle financial requirements
- The power of knowing where you need to be today so you can get there tomorrow
- Why 80% of business valuators rely on CoreValue
- Case studies of business owners who leverage CoreValue to create lucrative liquidity events
- Three things every business must do to welcome success
- Why sales and marketing is the number one contributor to value gap
- The change in tides in the marketplace of companies realizing their employees need to be in the office and not at home
- How most business owners are one person away from catastrophe and what to do about it
- Stepping back and analyzing what tasks in your business are irrelevant
- The power of writing crisp job descriptions across your entire business
- Why every business owner must look forward and not back
- How companies that use CoreValue increase gross revenues 21.63%
- The importance of goals in both your personal life and business
This podcast is brought to you by Deep Wealth.
Are you thinking about a liquidity event? You have once 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 company value 10X with a 9-figure exit. Click here to book your free exploratory call.
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
CoreValue website
George Sandmann on LinkedIn
Traction by Gino Wickman
Scaling Up by Verne Harnish
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
"Trust in the path you're on." - Peter Gudmundsson
Peter Gudmundsson is the managing director of Longship Partners. Until recently, Peter was the CEO of the Pet Loss Center, a fast-growing leader in pets, memorialization and cremation services.
Previously, Peter was the president and CEO of RecruitMilitary, the leading veteran hiring solutions company that he bought with an investor group in 2013.
RecruitMilitary helps companies attract and retain high quality veteran employees and students. Peter sold the company for a 34% IRR. Most of Peter's career has been dedicated to leadership in media, education, and intellectual property intensive businesses. He has purchased and or sold about 30 businesses during his career.
Peter is a regular media contributor. He has appeared on CSPAN, multiple local television and radio programs and has published opinion pieces in Forbes, the Washington Post, US News and World Report, The Hill, the Christian Monitor, and many other periodicals.
Peter is also the author of Not Done Yet: A College to Career Transition Guide for Parents and The Veteran Hiring Leaders Handbook. He has also served on the board of a 20,000-student charter school system, International Leadership Texas. A former US Marine field artillery and intelligence officer Peter is a graduate of Harvard Business School and Brown university.
Peter serves as the honorary Consul for the Republic of Iceland in Texas, and is a member of the Young President's Organization, Gold Maverick chapter. He's married to the former Kathleen Vouté of Bronxville, New York. They reside in Dallas and have four adult children.
SHOW NOTES
- The unique perspective Peter has from being both a buyer and seller of businesses
- The danger of letting your ego get in the way
- Why your business must run without you
- The importance of organized accounting records
- Why you must trust but verify
- Know your company's strengths and weakness from a buyer's perspective increases enterprise value
- Critical things you must know about investment bankers before your liquidity event
- The importance of viewing your business as an ATM machine
- Why you must leave room for market growth to maximize your enterprise value
- The power of an auction to increase enterprise value
- What to be aware of in an auction process
- Why you must do your homework on your future buyer
- Peter's view on why receiving a letter of intent if the first draft
- Why you may be better off with a lower offer from a buyer who is a cultural fit
- The importance of figuring out your non-negotiable items before you being the process
- The upside and downside of earnouts and what to look for
- Discussing a new type of buyer known as a search fund
- Why you must set closing expectations and time lines in the letter of intent
- The importance of creating a data room before you begin your liquidity process
- Why Peter start a data room on the first day of business
- Peter addresses if you should hire a President for your business if you know you are having a full exit
- The power of full transparency and honesty during the diligence phase
- Peter's definition of "crazy old man" syndrome
- How Peter evaluates opportunities
- What Peter is looking for in his next acquisition
- The importance to trust the path you're on
This podcast is brought to you by Deep Wealth.
Are you thinking about a liquidity event? You have once 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 company value 10X with a
"The natural evolution of entrepreneurs is we go from learn to earn to return" - Ben Richter
Benjamin Richter is the founder and CEO of Bradford Airport logistics and Bradford Swissport Logistics. Bradford is both the US and global leader in secure airports, terminal logistics. The company has earned a reputation for innovation and operational excellence.
Under Benjamin's leadership skills over the past 19 years, Bradford has almost singularly carved out and pioneered the US domestic market space associated with airports, terminal, centralized, receiving and distribution centers. Bradford airport logistics has been awarded more CRDC contracts than any other logistics security organization in the world.
Ben has held numerous leadership positions involving nonprofit organizations within the state of Texas, such as a board member of the Texas Center For The Missing and currently serves in an advisory role, heading the leadership development Institute on behalf of the Harris County Sheriff's Department.
Ben has a master of science in Industrial Engineering from the University of Houston, a Bachelor of Science, Mechanical Engineering, and a Bachelor of Arts Business Administration from Bucknell university and has completed the intellectual property law curriculum at the university of Houston law school.
Ben's early professional career as a project leader for the deployment of enterprise resource planning systems for midsize manufacturing and distribution organizations provided the platform of knowledge. He has leveraged in his entrepreneurial endeavors.
SHOW NOTES
- Why your busines must have a defined purpose
- How company culture is the single most important thing you must focus on
- Ben explains why success depends on the interaction between customers and your employees
- The power of mentorship and the responsibility of being a mentee
- Why you must enter a mentorship like a four-year-old who is ready to learn
- Why Ben spends one day a month as a mentor
- The power changing the words "have to" into "get to"
- The importance of bringing other people with you on your quest for financial freedom
- How Ben helps people without expecting anything back and the enjoyment this brings
- An exit from one business is an entrance into a new phase of leadership
- Why you must find the "Rembrandts" in the closet to increase enterprise value
- How Ben insisted on finding a culturally aligned investment banker and why the risk was worth the reward
- The role a minority equity position played in Bradford's growth and success
- Ben explains the power of a Reverse RFP for assessing potential investors in his company
- Why Ben insisted on meeting with over 600 employees at the start of the pandemic
- How Ben created his exit team
- Finding the silver lining with the pandemic
- Ben's view on how leadership is at every level in his company from bottom to top and top to bottom
- Why Ben distinguishes between a leader and a manager
- Ben's view on the responsibility of a manger to develop leadership in every employee
- Leadership in action with a 100% renewal rate over 21 years with Bradford's customers
- Why "luck" is a lot of preparation
- How a love of learning for Ben is one of his key success factors
- Ben discusses the importance of celebrating challenges to help you over the next one
This podcast is brought to you by Deep Wealth. Are you thinking about selling your business? You have once chance to get it right and you better make it count. Learn how the Deep Wealth Experience helps you maximize enterprise value before selling. Master the same exit strategies we used to increase our company value 10X with our 9-figure exit.
Enjoy the in
"Everybody has it within them to do amazing things and it comes down to how we communicate" - Deva Neely
For over two decades Deva Neely has been a Voice Specialist. Deva has worked her magic with people of all skill levels in the entertainment and corporate worlds. She is a former teacher turned Empowerment Coach. Deva gives back to the community through working with youth on leadership skills. When it comes to youth, Deva promotes mental health awareness and suicide prevention.
Whether you're a child or business professional, Deva has created a platform for people to tell their stories and take back their power. Deva gives you the tools and opportunity to grow and learn in both your personal and professional life.
SHOW NOTES
- When it comes to selling your business, your future buyer sizes you up in the first few seconds of meeting you
- Why your voice and how you present affects a buyer's confidence in you and your business
- Deva's background from actor, to teacher, to Empowerment Coach
- Why everybody has it within them to do amazing things and it comes down to how we communicate
- The importance of your voice in virtual meetings
- How to present in a professional manner in a virtual meeting
- What to look for in your background when attending a virtual meeting
- Look at people directly in their eyes and speak with confidence to build trust
- How to dress for success in a virtual meeting
- Why you should sit forward, or stand if possible, when presenting
- How conversation builds trust
- The art of being rehearsed but not too rehearsed when presenting
- The power of the "ocean voice" technique when presenting
- How to train your voice through specific voice exercises
- Why every business owner should work with a vocal couch before starting the exit process
- The little known secret of presenting through the power of cadence
- How a timed pause makes you an effective speaker
- Training techniques Deva uses with people who have accents
- Deva reveals the secrets of actors and stage performers for speaking to many people
- Why your voice needs four hours to warm up
- Voice warm-up techniques that prepare you to speak your way to success
- Deva's routine on how she prepares starting the night before an important presentation
- What to eat and drink before and during your presentation
- Deva's coaching techniques for individuals and corporate groups
- How to create a mastermind vocal group to take your presentation skills to the next level
- The top three mistakes most people make when presenting that they aren't aware of
- Deva's words of wisdom and not giving up on your dreams
This podcast is brought to you by Deep Wealth. Are you thinking about selling your business? You have once chance to get it right and you better make it count. Learn how the Deep Wealth Experience helps you maximize enterprise value before selling. Master the same exit strategies we used to increase our company value 10X with our 9-figure exit.
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
Deva Neely on Instagram
Deva Neely on Facebook
Deva's website
The eBook Why You Suck At Selling Your Business And What You Can Do About It (Today)
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
"In M&A every mistake you make takes your hard-earned money and puts it in your buyers pocket." - Jeffrey Feldberg and Steve Wells
Jeffrey Feldberg and Steve Wells are the founders of Deep Wealth. Deep Wealth is an M&A advisory services preparing business for their exits.
Deep Wealth has two mandates for business owners. First, showing business owners how to protect themselves on their exits. Second, enabling business owners to maximize enterprise value.
Feldberg and Wells know a thing or two about exits with their eLearning company Embanet. An experienced buyer presented a 7-figure 3-times EBITDA unsolicited offer to buy Embanet. Feldberg and Wells said "no" to the unsolicited offer.
Instead, the two said "yes" to mastering the art and science of selling a business. Two years later, Feldberg and Wells, welcomed a 9-figure exit based on 13-times EBITDA.
Business owners are dreamers, the make-it-happen people, and the change-makers. It's us business owners who put everything on the line and win against all the odds. So, why is it that as business owners, we’re at the losing end when selling our companies?
The six-week Deep Wealth Experience is a proprietary system. At the core are the strategies and exit playbook that created the 9-figure exit. Take your experience to the next level with a private mastermind group. Enjoy peace-of-mind from your live success coach who walks you through the system step-by-step. The only "silly" question is the one that isn't asked. Finally, benefit for the in-the-trenches experience of Feldberg and Wells.
SHOW NOTES
- Mergers and acquisitions mistake one: your business value is an opinion and not a fact
- The importance of standing out from the crowd
- How to show your differentiation and value
- Mergers and acquisitions mistake two: mastering due diligence
- Why every business owner must perform due diligence before starting the exit process
- The importance of creating your virtual data room before hiring and investment banker
- How your data room conveys an image of professionalism and readiness
- The power of finding the skeletons in your business closet before starting your exit
- Mergers and acquisitions mistake three: not using an auction
- Why a mergers and acquisitions auction saves you time and increases value
- Understanding the leverage you have when using an auction
- Why buyers are more likely to behave better when an auction is in place
- Mergers and acquisitions mistake four: not assembling the right exit team
- Understanding who you need for members of your exit team
- Two of the most overlooked exit team members that make all the difference
- The power of a Chief Exit Advisor to protect you and help you increase value
- Why you shouldn't think about selling your business on your own
- Mergers and acquisitions mistake five: believing the letter of intent (LOI) is the deal
- Why buyers keep an LOI brief and general
- What to look for in an LOI
- Terms smart sellers insist on NOT having in an LOI
- Why you need the LOI to be as detailed and specific as possible
This podcast is brought to you by Deep Wealth. Are you thinking about selling your business? You have once chance to get it right and you better make it count. Learn how the Deep Wealth experience helps maximize company value before you sell. Master the same exit strategies we used to increase our company value 10X with our 9-figure exit.
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
Jeffrey Feldberg on LinkedIn
The eBook Why You Suck At Selling Your Business And What You Can Do
"My most important role is the CEO of this company is finding good people to join our team" - Richard Kopman
Richard Kopman, is cofounder of the FinTech startup, Pllenty Inc. and serves as the chief executive officer. Richard plays an integral role in Pllenty's product, business development and strategic planning.
Kopman is a 25-year veteran of the IT industry and has worked with clients in a wide variety of sectors. He has a hand on approach to managing client engagements. Kopman believes in the value of the customer experience.
Firms who work with Kopman can expect a creative visionary who hits the ground running, identifying and capitalizing on the potential and untapped verticals, and crafting positioning strategies that create competitive distinction, and galvanize exponential growth in revenue and account capture.
Kopman's gift for networking and client relations has consistently proven vital in securing prestigious new clients at the Fortune 2000 levels, such as CIBC, RBC, TD Bank, Scotiabank, National Bank Financial, Citi Bank, Hydro One, Bank of America, Macy's, and Walmart to name a few.
SHOW NOTES
- Why it took Richard two decades to solve a painful problem in the world of customer payment
- The gap that Plenty fills for both businesses and not-for-profits
- How Plenty works with small organizations and large multinational companies
- The challenges with payment processors like Stripe and PayPal
- Why being online today is not a luxury but a necessity, especially with COVID-19
- The power of the omnichannel to offer payments through email, chat, SMS, social media, and the web
- How Pllenty filled a market void by giving a businesses' customers choice for how to pay
- Why Pllenty chose Amazon Web Services for its back-end data storage and cloud access
- How to make it easy for a business to create a market disruption in international markets
- Richard reveals the industry secrets that processors don't want you to know
- Why Pllenty is transparent with its billing
- Richard talks about his decision to ensure Pllenty's integration is painless and with no costs
- How COVID-19 has reduced the reluctance to do things in a different way
- Richard shares how Pllenty works with not-for-profits, such as churches, to boost fund-raising
- How Pllenty integrates with Facebook, Twitter, Instagram, Snapchat, and YouTube
- Makeing clients' branding a top priority at the expense of having no Pllenty branding
- Richard's beliefs on why customers can leave without penalty or commitments
- How Pllenty achieved a customer churn rate of 0.005%
- Richard's belief on why his most important role is finding good people to join the team
- The importance of surrounding yourself with smart and talented people
This podcast is brought to you by Deep Wealth. Are you thinking about selling your business? You have once chance to get it right and you better make it count. Learn how the Deep Wealth experience helps maximize company value before you sell. Master the same exit strategies we used to increase our company value 10X with our 9-figure exit.
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
Pllenty's website
Richard Kopman on LinkedIn
The eBook Why You Suck At Selling Your Business And What You Can Do About It (Today)
The Deep Wealth Experience
"In order for us to help others, we need to first help ourselves. " - Rolando Gadala-Maria
Rolando Gadala-Maria is Founder and CEO of Visage Capital Group. Rolando has more than 35 years of experience as a serial entrepreneur. He brings a unique set of skills and experience that include founding new businesses, investing and restructuring existing businesses, Mergers and Acquisitions, business strategy, and business growth models.
Rolando and his team created a proprietary deep analytical process that identifies perceptions of value from different buyers and sectors. Rolando helps clients maximize their exit value by preparing these companies to have the right positioning and alignment.
The end result is that Rolando never sells a company until its value is maximized for shareholders and optimized for the buyer.
Rolando's deep conviction is when the homework is done extra value is always added.
SHOW NOTES
- The inside story behind the meaning of Rolando's company name
- Lessons learned from Rolando after selling two companies
- The importance of aligning your core values as a person with what you do as a business owner
- Why you must take a deep dive to learn your business to find its potential
- The market disruption from COVID-19 and the opportunities that have resulted
- Why companies must embrace technology and become digital
- Rolando's proprietary processaligns value for shareholders, company, market, and the product
- Why most products and services become obsolete
- Business owners can be good entrepreneurs or good managers, but not both
- The importance of hiring people who are smarter than you
- Why every business owner should have a board of advisors
- Rolando shares how to run a board of advisors and find the members
- Breaking the myth that the value of a company is a formula in a spreadsheet
- Why do digital companies have multiples of revenue instead of EBITDA
- The difference between strategic buyers and financial buyers
- The importance of aligning the perception of value between sellers and buyers
- Why every business owner must gain the trust of buyers during the exit process
- Rolando's view on why business owners must be excellent leaders
- The research and work Rolando has done on leadership and his mentorship program
- Why you must keep learning and have fun in the process for a successful life
This podcast is brought to you by Deep Wealth. Are you thinking about selling your business? You have one chance to get it right and you better make it count. Learn how the Deep Wealth experience helps maximize company value before you sell. Master the same exit strategies we used to increase our company value 10X with our 9-figure exit.
Enjoy the interview!
"What matters for me and what I've learned over the last 14 years is that I helped other people be successful. " -Joel Lessem
Joel Lessem has over 25 years experience in successfully accelerating revenues and growth of businesses. Under his leadership, Firmex is rapidly becoming a standard for sharing large volumes of highly confidential and sensitive documents for corporate transactions, litigation and compliance. Firmex is a rule of 40 business delivering strong investor returns and high customer and employee satisfaction scores.
Prior to co-founding Firmex in 2006, Joel drove the US growth of Point Force leading to the company's acquisition in 2004. In 1999, Joel co-founded Crescent logic, a software company that provided online equity research publishing tools for investment banks.
SHOW NOTES
- The lucrative power of an option plan when selling your company
- Why you should always take enough money off the table if you decide to stay on after selling your business
- How to determine if you have what it takes to stay in the company after exiting
- What private equity groups bring to the table that other buyers don't
- How an auction process helped Joel get top dollar when selling Firmex
- The benefits an auction brings to the merger and acquisition process
- What to expect in due diligence
- How to adapt your mindset when starting the process of selling your business
- What Joel's company, Firmex, does and its role in the mergers and acquisitions industry
- The power of a virtual data room and why you need one
- How a virtual data room works
- Why a virtual data room can save you from making costly and embarrassing mistakes
- How Firmex had approximately 15% of the deal volume in North America
- Why it's important to put yourself in the buyer's shoes to help guide you through due diligence
- How Firmex has responded to COVID-19 to serve its clients and protect its employees
- When you're prepared you have choices. Joel talks about industries benefiting from COVID-19.
- Joel discusses how honesty, fairness, collaboration, and shared success are his values
- Why leaders can adopt these values to have a healthy and successful culture
- What drives Joel is helping other people being successful
This podcast is brought to you by Deep Wealth. Are you thinking about selling your business? You have once chance to get it right and you better make it count. Learn how the Deep Wealth experience helps maximize company value before you sell. Master the same exit strategies we used to increase our company value 10X with our 9-figure exit.
Enjoy the interview!
"The secret for a happy and fulfilled life is having your company run without you." - Jeffrey Feldberg and Steve Wells
Jeffrey Feldberg and Steve Wells are the founders of Deep Wealth. The mission of Deep Wealth is to prevent business owners from getting ripped off on their exit. Experiencing their own 9-figure exit, Feldberg and Wells know a thing or two about about exits. Business owners are dreamers, the make-it-happen people, and the change-makers. It's us, the entrepreneurs who put everything on the line and win against all the odds. So, why is it that as business owners, we’re at the losing end when selling our companies? To help business owners, Feldberg and Wells crafted the Deep Wealth Experience. Through the Deep Wealth Experience, business owners learn how to maximize company value.
SHOW NOTES
- The danger of relying on a few customers to drive the majority of your profits
- How too few customers drastically reduces the value of your business
- One of the first questions your future buyer asks to determine if there is a deal and company value
- The power of recurring revenue
- How to increase profits through recurring revenue and revenue sharing
- Why every business owner needs unique barriers to entry
- Why Jeffrey and Steve did to create barriers to entry that added massive value
- Strategies you can use for creating barriers to entry
- Why scalability is often overlooked but is key to adding value to your company
- What Jeffrey and Steve did in their eLearning business to solve scalability
- Why you need to find and solve scalability issues for your customers
- One of the biggest mistakes Jeffrey and Steve made that you must avoid at all costs
- The reasons why most business owners fail to have their companies run without them
- Why you must have your business run without you
- The massive benefits you receive when your company runs without you
- Why buyers place a high value on companies run by a talented management team
- Your future buyer's mindset when it comes to you and your management team
- Why Jeffrey and Steve created the Deep Wealth Experience
- How the Deep Wealth Experience works
- Why now is the best time to sell your business, even during the pandemic
- Why today is the next best time to prepare your business for sale
This podcast is brought to you by Deep Wealth. Are you thinking about selling your business? You have once chance to get it right and you better make it count. Learn how the Deep Wealth experience helps maximize company value before you sell. Master the same exit strategies we used to increase our company value 10X with our 9-figure exit.
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
The eBook Why You Suck At Selling Your Business And What You Can Do About It (Today)
The Deep Wealth Experience
“Good CEOs are an inch deep and a mile wide. CEOs need to hire people that are a mile deep and an inch wide in everything.” - Saud Juman
In his more than 20-year career as a business owner and entrepreneur Saud Juman has worked through every possible business challenge in a variety of industries from designing unique products, developing new markets, creating corporate culture plans, recruiting and building a world class team.
Navigating through significant growth, change, and executing a highly successful exit. Saud himself has grown, run and sold a multinational business called a policy medical that developed numerous hospital data management systems trusted by over 3,000 healthcare organizations. At the beginning, Saud ran policy medical from his mother's basement while he developed and perfected his proprietary product Policy Manager, and also pounded the pavement for sales.
SHOW NOTES
- Why Saud walked away from a successful business to find an industry he was passionate about
- The importance of finding a problem that you're passionate to solve
- How Policy Medical was born from an unmet need in the market
- Why serving people to improve their health was more important to Saud than making money
- Why business owners must choose the right metric to measure success. Saud's metric was not the number of hospitals, but the number of patients served per day
- The difference between a lifestyle business and a business that changes lives
- The hard lessons Saud learned from his business divorce
- Why Saud hired people smarter than him and why you should do the same
- The difference between mentorship and coaching
- Saud's unique approach to finding two different types of mentors and why you should do the same
- How Saud's mentor transformed his thinking from 20% yearly growth to 200% to 400% yearly growth
- The pain of realizing the team that helped start the business lack the skills to run a high growth business
- Why Saud started audited financial statements early, and you should as well
- The power of Saud going from entrepreneur to CEO and how this transformed Policy Medical
- How Saud revamped his website to only have high quality educational content
- The power of client referrals to grow your business
- Why Saud created his exit team before he started his exit
- The power of creating a virtual data room before hiring an investment banker
- Why Saud created contract spreadsheet to speed up due diligence and increase value
- The importance of knowing the terms you need to sell your company before you begin the process
- Saud's three "take-it-or-leave-it" deal terms that he asked for and received on his exit
- The challenge Saud faced on deciding when to tell his employees about the exit and who he should tell
- Why Saud's advice for business owners is not to take the business so seriously
- The importance of disconnecting from the exit process for family time. Saud shares his lessons learned for time with his wife.
- Why business owners must have a standard contract that does not vary across clients
- Saud's advice on being honest with yourself on your strengths and weaknesses
- Saud's weakness was finance which had Saud hire a top-level CFO who made all the difference
- Why Saud took a year off after his exit
- Why business owners must listen to their inner voice to succeed
This podcast is brought to you by Deep Wealth. Are you thinking about selling your business? You have once chance to get it right and you better make it count. Learn how the Deep Wealth experience helps maximize company value before you sell. Master the same exit strategies we used to increase our company valu
“A speech may last 60 minutes. Its impact can last forever.” - Martin Perelmuter
Martin Perlmutter is an unapologetic idealist. Martin is passionate about people and ideas. And after 25 years in the speaking industry, Martin believes a great speech can be a catalyst for change. Before co-founding Speakers’ Spotlight, Martin was a corporate lawyer at a prestigious international law firm. While he realized early on in his career that he needed to do something more entrepreneurial, he learned valuable best practices while in law that have shaped his approach to client service and business management. Martin’s views on the speaking industry have been reported in various television and print media, and have been published in over 60 countries. He has been a guest lecturer at several colleges and universities, and was a keynote speaker at the Public Words Speaker Forum at The Center for Public Leadership at Harvard’s Kennedy School in Cambridge.
SHOW NOTES
- What Martin did to pivot his business and the benefits it has brought
- The importance of knowing your business mission, especially during challenging times
- How Martin went back to basics to keep his business
- Strategies every business owner must learn on communicating with customers during challenging times
- How Martin communicates with his team and customers during the pandemic
- Why communication with your employees is key during challenging times
- What you can do to get the most from remote working
- How Martin transformed a downside from the pandemic into an upside for his customers
- What the "new normal" of conferences is today and what it will be tomorrow
- Success stories from Martin's clients who are hosting virtual conferences
- The importance of communication in the virtual world
- What every business owner can do for effective communication in a virtual world
- Key things your business and employees must do to be professional in the virtual world
- The power of engagement at key spots during a virtual presentation
- Why you must get creative with the visuals you use when presenting virtually
- How Martin leveraged his core competency to give back to his customers and community
- Why business owners are the catalysts for change and must take action on important social issues
- The "Open Dialogue on Race, Equality, Justice, and Hope" Martin created to respond to social injustice
- The importance of counting our blessings, especially during a pandemic
- Why we all must put things in perspective today so we can have a better tomorrow
- The power of optimism to find opportunities and succeed, even during a pandemic
- The importance of leveraging our inner resilience to overcome and conquer
- How you can stay optimistic through perspective
This podcast is brought to you by Deep Wealth. Are you thinking about selling your business? You have once chance to get it right and you better make it count. Learn how the Deep Wealth experience helps maximize company value before you sell. Master the same exit strategies we used to increase our company value 10X with our 9-figure exit.
Enjoy the interview!
JP Pawliw-Fry On How To Perform Under Pressure And Win On Your Exit
"I don't believe in luck. I believe in preparation and courage." - JP Pawliw-Fry
JP Pawliw-Fry spent the past 20 years helping individuals lead and innovate under pressure in the most extreme situations. JP has worked with Olympic, NBA and NFL teams, some of the world’s biggest brands (like Goldman Sachs and Intel) as well as the US Navy and the CIA. JP has witnessed from the front lines and researched what it takes to lead and innovate under pressure - the findings will surprise you
SHOW NOTES
- Why people need to structure themselves during a pandemic
- The power of looking at your habits and focusing on the healthy and productive ones
- People feel before they think which is the brain's way of protecting us
- Why you must not confuse impact with intent, especially during a negotiation
- How most people get through 92% of a tough conversation but fail on the last 8% and do what's easy instead of what's right
- The dangers of "CEO disease" and what you can do to overcome it so you can conquer and win
- Why being vulnerable opens the flood gates of honest feedback from those around you
- Why you're setting yourself up for failure before you even get out of bed
- How JP's podcast, The Last 8%, can help you succeed from the moment you wake up and throughout the day
- The differences between pressure and distress
- Common pressure traps and how you can avoid them
- Why you must not confuse activity with quality
- One simple technique to overcome pressure traps for good
- The power of making a decision before you have to make the actual decision
- Why mindfulness is something every business owner must learn and master
- How the difficult situations you face are an opportunity to grow and gain wisdom
- Why mindfulness is like going to the gym for your brain
- Why you must walk in to the pressure so you don't feel regret by not taking your shot
- JP's definition of true happiness and what you can do to be happy the rest of your life
- Why JP doesn't believe in luck, and instead, believes in preparation and courage
This podcast is brought to you by Deep Wealth. Are you thinking about selling your business? You have once chance to get it right and you better make it count. Learn how the Deep Wealth experience helps maximize company value before you sell. Master the same exit strategies we used to increase our company value 10X with our 9-figure exit.
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
JP's personal website
JP's business website
Connect with JP on LinkedIn
'The Last Dance': The untold story of Michael Jordan's Chicago Bulls
JP's podcast: Last 8% Morning: A Mindfulness, Movement and Mental Training Routine
JP talking about emotional contagion on his podcast
Peter Drucker's book Managing Oneself
The Deep Wealth Experience
6 Mergers And Acquisitions Myths Your Future Buyer Wants You To Believe
"Show us your exit team and show you your future." - Jeffrey Feldberg and Steve Wells
Jeffrey Feldberg and Steve Wells are the founders of Deep Wealth. The mission of Deep Wealth is to prevent business owners from getting ripped off on their exit. Experiencing their own 9-figure exit, Feldberg and Wells know a thing or two about about exits. Business owners are dreamers, the make-it-happen people, and the change-makers. It's us, the entrepreneurs who put everything on the line and win against all the odds. So, why is it that as business owners, we’re at the losing end when selling our companies? To help business owners, Feldberg and Wells crafted the Deep Wealth Experience. Through the Deep Wealth Experience, business owners learn how to increase company value.
SHOW NOTES
- Why unsolicited offers are not what you think they are
- How unsolicited offers can cost you the deal of a life time
- Why must have an exit team if you want to have a successful exit
- The power of a Chief Exit Advisor to help you crust your exit
- Why you're deal hasn't closed until you have the money in the bank
- What to look for in buyers
- The importance of knowing how your buyer will finance your deal
- Expecting the unexpected
- Why a lower offer may be the better offer
- The mistake Feldberg and Wells made on their exit and what you can do to avoid this costly mistake
- The power of creating an auction when selling your business
- Why you can't time the market
- The one thing you can do that is more powerful than timing the market
- Feldberg's and Wells' experience withbuyers and what to look for in your future buyer
- The big lie about an earnout and what you must do to protect yourself
- The story-behind-the-story of the creation of Deep Wealth and the Deep Wealth Experience
This podcast is brought to you by Deep Wealth. Are you thinking about selling your business? You have once chance to get it right and you better make it count. Learn how the Deep Wealth experience helps maximize company value before you sell. Master the same exit strategies we used to increase our company value 10X with our 9-figure exit.
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
The eBook Why You Suck At Selling Your Business And What You Can Do About It (Today)
The Deep Wealth Experience
Doris Valade On How To Create A Successful Exit
"As entrepreneurs we don't see risks, we see opportunities."
- Doris Valade
Doris Valade is a high performing operations-management business professional. Doris sold her business, Malabar Super Spice Company, in 2018. Malabar Super Spice is a company that Doris built from the ground up. With almost four decades of experience, Doris now helps companies maximize business results.
SHOW NOTES
- The importance of finding and solving a business problem
- Why no customer is too small
- The power of performing every role in your company before hiring employees
- Why you must review your pricing on a regular basis
- The down side of growing too fast
- How resilience trumps resources
- How Doris went from zero to hero by specializing
- The importance of having a long-term plan for you and your business
- Why it's important to know what you're not good at and to hire a specialist to take over that role
- How Doris' company prospered when she fired herself in the roles of HR and marketing and hired people
- The importance of a business coach
- How Doris made more money on her exit by getting several quotes before hiring advisors
- The important lesson Doris learned on how she was not the priority for her advisors
- The on key thing Doris did to protect herself from her advisors and to look after her needs
- Do not assume your advisors know more than you, especially when it comes to your company
- Why Doris never viewed her business as a child and the important in this mindset
- How having several buyers to choose from made all the difference for Doris
- The importance of learning every detail in the agreement to buy your company
- Lessons learned for Doris that benefits you of what not to do in your exit
- Why it's important to put a time limit on how long you'll stay in your company after you sell
- How Doris put things in perspective about challenges after a trip to Kenya
This podcast is brought to you by Deep Wealth. Are you thinking about selling your business? You have once chance to get it right and you better make it count. Learn how the Deep Wealth experience helps maximize company value before you sell. Master the same exit strategies we used to increase our company value 10X with our 9-figure exit.
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
Connect with Doris Valade
PEO Leadership
The Deep Wealth Experience
Dr. Michael Varenbut On How You Can Survive, Pivot, And Change
"We survived, pivoted, and changed." - Dr. Michael Varenbut
Dr. Michael Varenbut, is a physician and an entrepreneur experienced in building world-class healthcare companies and organizations with a strong social purpose. Michael endeavors to combined his knowledge of healthcare with his business acumen to create healthcare companies that benefit all stakeholders.
SHOW NOTES
- How health-care is transforming from in-person to virtual
- What you can expect as a patient in the new normal
- Herd immunity versus physical distancing strategies and which one will prevail
- How to set your expectations on a COVID-19 vaccine
- The realities of mass vaccinations
- The time frame for a possible COVID-19 vaccine
- How viruses work
- Immunity to COVID-19 as either fact or fiction
- What business owners must think about to pivot and profit
- Dispelling the myths around Doctors' incomes
- How the health care system has changed and continues to change
- Health care reimbursements in the new economy and what this means for patients
- Michael's book talking about the business of health care for Doctors
- What you can expect from Doctors' offices in the new economy
- What you can do to keep you and your staff healthy
- How office space and layouts will change as a result of the COVID-19 pandemic
- Basic procedures that are moving from the Doctor's office to the patient's home
- Questions every business owner must ask to prepare for future pandemics
- How this pandemic is like a live experiment for survival of the fittest with businesses
- The opportunity for healthcare businesses to lead the change for all businesses
- How you can survive, pivot, and change
This podcast is brought to you by Deep Wealth. Are you thinking about selling your business? You have once chance to get it right and you better make it count. Learn how the Deep Wealth experience helps maximize company value before you sell. Master the same exit strategies we used to increase our company value 10X with our 9-figure exit.
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
Connect with Dr. Michael Varenbut
Michael's Book: The Myth Of The Rich Canadian Doctor
Cloud DX
The Deep Wealth Experience
The free Deep Wealth Exit eBook
Klaus Meyer On Strategies That Help You Win During A Pandemic
"Calling on entrepreneurs, society needs you" - Klaus Meyer
Klaus Meyer is a professor of international business at the Ivy business school at the University of Western Ontario.
He joined in 2017 after six years at the China Europe international business school in Shanghai. Dr. Meyer is a leading scholar in the field of international business, especially with foreign entry strategies in emerging economies. He's published over 70 articles in leading scholarly journals.
SHOW NOTES
- The power of developing a short-run and long-run strategy as a result of the pandemic
- Understanding the industry you're in and recovery time lines
- Ask yourself how your business and customers will be different in the new economy
- Strategic agility is key for success
- Successful companies coming out of the pandemic show agility
- Why businesses, even large ones, must act with an entrepreneurial spirit
- The disruption of the global supply chain and what this means for your business
- Applying risk management to your supply chain
- Why you must leverage new technology for the new economy
- Ask yourself how can you use automation in your business
- Look the past to lock-in your future
- Asian businesses dealt with SARS and are now positioned better to deal with COVID-19
- Examples of changes in industries and the short-term and long-term impact
- Asia is leading the way in providing convenience to customers through online services
- Successful businesses must integrate online services into their offerings
- How your company can compete against Amazon and Uber by embracing local services
- Why businesses must make online services truly online and not an add-on
- How robots are changing businesses globally and what you can do in your business
- What to look for in changing consumer attitudes so you can pivot to profit
- The power of subscription services, especially when incorporating local services
- Opportunities in health care sectors
- Looking to Asia as an example of incorporating robots and online technology
- The importance of entrepreneurs to open up the new economy
This podcast is brought to you by Deep Wealth. Are you thinking about selling your business? You have once chance to get it right and you better make it count. Learn how the Deep Wealth experience helps maximize company value before you sell. Master the same exit strategies we used to increase our company value 10X with our 9-figure exit.
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
Connect with Klaus Meyers
Klaus Meyer's Personal Website
Klaus Meyer's Publications
The Deep Wealth Experience
The free Deep Wealth Exit eBook
Don Gleason On Strategies That Help You Win During A Pandemic
"Challenging times are a golden opportunity for a reinvention of your business. " - Don Gleason
Don Gleason has an extensive background in strategic planning, sales management, marketing, and the customer experience.
As a consultant for two decades, Don helps businesses launch, turn around, or achieve exponential growth.
As a hands-on executive, Don leads companies through a critical path that focuses on launching products, improving cash through high accountability metrics and the disciplines of execution.
SHOW NOTES
- How to reduce your burn rate
- Insights into government help programs
- Challenging times are times for reinvention of your business
- How subtle changes make all the difference
- How to leverage front-line staff to make changes
- Disney saved $3M by talking to their front-line staff
- Pivoting your business can be as simple as changing your strategy
- Ask yourself what part of your business can go virtual
- Why content is king, especially during a pandemic
- Look for products or services your business offers that can go virtual
- As an example, a restaurant can sell online cooking courses for its best dishes
- Why $19.95 is the magic price point for add-on services
- Business owners must find the pain point customers are feeling and provide solutions
- Steps companies must put in place for today and the future
- Setup work procedures for employees to work from home
- Train employees how to work with clients in the virtual environment
- Communicate through email, websites, and podcasts
- Sell off old or excess inventory at a deep discount
- Develop a leadership success plan
- How Don helped one client generate $48,000 of found cash by selling off old inventory
- Find out how your company compares to industry averages. If your company is performing below, you're leaving money on the table
- Create cash reserves through selling off old inventory
- Find and cut unnecessary expenses. These savings go into your cash reserve
- Write out your ideal customer and focus on keeping your existing customers
- The power of finding out how long it takes your business to go from order to payment
- Identify business "leaks" such as not collecting account receivables
- One hidden expense are employees who don't start on time from lack of preparation
- An example of a construction company wasting $265,000 from workers not starting on time at the job site
- Leaders must work on their business and not get caught up by working in the business
- Identify your key metrics and share with the entire company
- What gets measure is what gets done
- Treat your employees the same way you treat your clients
This podcast is brought to you by Deep Wealth. Are you thinking about selling your business? You have once chance to get it right and you better make it count. Learn how the Deep Wealth experience helps maximize company value before you sell. Master the same exit strategies we used to increase our company value 10X with our 9-figure exit.
Enjoy the interview!
Listen to the episode on Apple Podcasts, Spotify, Overcast, Stitcher, Castbox, Google Podcasts, or on your favorite podcast platform. [[[ADD LINKS]]]
SELECTED LINKS FOR THIS EPISODE
Connect with Don Gleason
Ted Ladd article
The Deep Wealth Experience
Doris Valade on Leadership In Challenging Times, COVID-19, and Finding Opportunity
"One of the strengths of entrepreneurs is that we don't see risks" - Doris Valade
Doris Valade is a high performing operations-management business professional. Doris sold her business, Malabar Super Spice Company, in 2017. Malabar Super Spice is a company that Doris built from the ground up. With almost four decades of experience, Doris now helps companies maximize business results.
SHOW NOTES
- Why a pandemic brings opportunities, not challenges, to businesses
- How communication is the key to success during a pandemic
- The power of communication with employees, customers, and vendors
- How to work with vendors during a pandemic
- Leveraging the downtime from a pandemic to rethink your business
- How to look at your business for cost savings
- The importance of mentors for business leaders
- The power of connecting with other business leaders through PEO
- How Doris puts things in perspective as a result of her trip to Kenya
- What business leaders can be doing to help others, even if it's outside the scope of their business
- The importance of an emergency fund
- How to create an emergency fund with the help of your employees
- The importance of learning how to pivot during a pandemic
- Leverage technology for communications during a pandemic
- Doris' grassroots approach to increasing sales and reducing costs during challenging times
- How you can empower your employees to help the business save money
- A powerful strategy Doris used to reduce transportation costs by 45% in her business
- The power and need to train employees during challenging times
This podcast is brought to you by Deep Wealth. Are you thinking about selling your business? You have once chance to get it right and you better make it count. Learn how the Deep Wealth experience helps maximize company value before you sell. Master the same exit strategies we used to increase our company value 10X with our 9-figure exit.
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Michael Kalles is the president of Harvey Kalles Real Estate Brokerage. Michael's vision and leadership are a large part of the continued success of the company. For three decades, Michael has built the company from $147 million in gross sales to almost $2.5. One of Michael's core values is giving back to the community. Kalles Real Estate supports over 250 charitable organizations.
Steve Kohler Steve is president of Ridge Global and has served in a number of roles for its affiliates including as Chief Innovation Officer for Ridge Global and Risk Cooperative and prior to that as Chief Executive Officer for Ridge Global Solutions and as a principal advisor for the strategic consulting practice. He previously served as president of Space Florida, a statewide Special District focused on economic development within the Florida aerospace economic sector.
Ed LeMasters has almost four decades of experience as a Wealth Advisor. Ed manages over $500 million on behalf of his clients. With a focus on business owners, Ed manages their money while they grow their business and after the sale. Ed's focus is building a bulletproof portfolio for his clients.
"Nothing new can enter your life unless you have learned to be grateful for what you currently have." - Waleuska Lazo
Waleuska is one of the original founders of the eLearning company Embanet. Since Embanet, Waleuska launched The Gratitude Experiment. Waleuska helps people transform their lives through the power of gratitude. Waleuska created a 28-day online experience called "Five Minutes To Gratefulness" (FMTG).
FMTG is a thriving community with people from 83 countries around the world. Through FMTG, Waleuska teaches you step-by-step how to welcome gratitude into your life.
The inspiration for FMTG happened when Waleuska found her life in a low-spot. Through trial-and-error, Waleuska transformed her life with 5 minutes a day of gratitude.
During challenging times, it's gratitude that turns the ordinary into the extraordinary.
SHOW NOTES
- After the sale of Embanet Waleuska became a writer
- Waleuska created a system that welcomes gratitude into daily life
- Why business owners need gratitude more than they realize
- During challenging times like the pandemic, gratitude helps to keep you appreciative
- When in a state of gratitude, the body produces about 1,300 chemicals to promote healing
- The mind can have on emotion at a time. When in gratitude, negativity does not affect you
- Why all it takes is five minutes a day to make a difference
- How close to 800 people have gone through FMTG and transformed their lives for the better
- Gratitude helps you welcome the challenges so you can learn and prosper
- Why the most powerful action a person can take is to be in the moment with gratitude
- There's no rule book that says you have to like everything in your life. You won't. What matters is how you view the situation.
- Waleuska view on how you can't control things around you, but you can control your reaction
- The FMTG system is 28 days and offered free-of-charge
- Waleuska shares the story of one participant in the FMTG course went from hating his job to thriving in it.
- How gratitude can help parents while their children at home from the pandemic
- The need to acknowledge the pain of their children from the feeling their world changing
- How the universe is a mirror of your inner emotions and thoughts
- The new book Waleuska is preparing on The Gratitude Experiment
- Why gratitude must be part of a company's culture
- The importance of counting the blessing in your life right now, even with the pandemic
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
Connect with Waleuska Lazo
The Gratitude Experiment
Short Film: Are You Living In A State Of Lack?
Sign Up For The Gratitude Experiment (free)
Waleuska's Current Book
The free Deep Wealth Exit eBook
Chris Yates On Pivoting And Profiting During A Pandemic
"I surround myself with others who have already started to take that leap or who are already a few steps ahead"
- Chris Yates
Chris Yates Chris Yates is Founder of Rhodium Weekend and Partner in Centurica. Rhodium Weekend is a community of 6 to 8 figure digital business owners and investors. Chris has over a decade of experience acquiring and operating digital businesses. Chris has overseen $150 Million in acquisitions of eCommerce, Content, and SaaS businesses. Centurica specializes in helping entrepreneurs, companies and private equity firms buy online businesses.
SHOW NOTES
- The power of building a network around you
- The importance of transforming a website into a lead machine through content
- How Chris solves problems by having the right community of people around him
- Why you need to be in a mastermind group
- Chris' first principles of business: adapt and always learn
- Why it's critical to diversity revenue and traffic to create a busienss of value
- Chris' approach to generating leads through digital marketing
- Generating leads through paid advertising and organic networks
- The power of peer groups
- The importance of working with the trend and not against it
- Ask yourself the question, "what the opportunity in this situation?"
- The value of customer and business relationships
- Chris' challenge with his upcoming in-person Rhodium Weekend in light of the coronavirus
- Dissecting elements of an in-person invent and transferring what you can to virtual
- First principles of both an in-person and virtual event
- How Chris leverages the power of word-of-mouth marketing
- Chris found a way to monetize his passion for connecting people
- The secrets of being a great operator for events
- What to look for in opportunities as an investor
- Why business owners must disrupt their businesses
- Thrive in business when you do what's hard for big companies to replicate
- The strategies Chris deployed to avoid the pandemic from putting him out of business
- How Chris looks at what's ahead in the new economy
- The importance of building trust with your community and customers
- Chris' approach to buying and selling businesses and creating a business he keeps
- How Rhodium Weekend channels Chris' passion while helping business owners solve their problems
- The power of scarcity and small groups to create a thriving community
- Chris' 7-year rule that puts people first every day
- The world needs leaders to get it through the pandemic
- The power of stepping into the identity of a leader and not holding back
This podcast is brought to you by Deep Wealth. Are you a business owner who is wondering how to grow your business, sell it, or both? Perhaps you're wondering how to make your business pandemic-proof? Learn how the strategies to grow and extract the deep wealth from your business.
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
Connect with Chris Yates
Rhodium Weekend
The Deep Wealth Experience
The free Deep Wealth Exit eBook
"Leaders make a difference to somebody every day"
- Leon Goren
Leon Goren believes in purposeful leadership. Challenge the status quo, anticipate the future and help those around you excel.
With 25 years of experience, Leon understands the needs and challenges of leaders. Leon has worked with over 1,000 Fortune 500 and SME Clients.
As the owner of PEO Leadership, Leon builds communities of knowledge and leaders. Leon focuses on 5 key elements of success:
- Business
- Health
- Wealth
- Career
- Family Relationships.
Success for Leon is both enjoyed and achieved when these 5 key elements work in harmony.
SHOW NOTES
- Why leaders must provide hope through effective communication
- The importance of a 12 month cash flow during a pandemic
- The power of thinking about 60 to 90 days from where we are now during the pandemic
- One question every business owner must ask: What's our world going to look like in 90 days?
- People, and especially business owners, must find their resilience. Resilience is within everyone
- The poewr of a mastermind group
- Why you must be vulnerable in a mastermind group to receive the full benefits
- The 3 C's of a mastermind group: clarity, counsel, and courage
- Successful business owners have a willingness to learn
- The importance of building cash reserves
- Pivot and profit by asking what's important to your customers once we come out of the pandemic
- Ask yourself: what is your business's core strength?
- Pivot by putting your thinking in a different head space
- Save 10% of everything you earn for your personal reserve
- Why business owners must set aside 6 to 12 months of cash in their business
- Learn how to operate your busines in a break-even mode during a pandemic
- Another strategy to build a cash reserve is to set up as large a line-of-credit at a bank before a pandemic strikes
Leon's 5 to thrive:
- Resilience
- Create a NEW vision of you
- Define what's important to you. Be realistic and fun. Make goals
- Reinforce the positive with employees
- Include gratitude in your thinking and comments to others
- Provide constant positive feedback to everyone around you
- Provide hope whenever and where you can
This podcast is brought to you by Deep Wealth. Are you a business owner who is wondering how to grow your business, sell it, or both? Perhaps you're wondering how to make your business pandemic-proof? Learn how the strategies to grow and extract the deep wealth from your business.
Enjoy the interview!
You can subscribe on Apple Podcasts, Google Podcasts, Spotify, Overcast, RSS Feed, or on your favorite podcast platform.
SELECTED LINKS FOR THIS EPISODE
Connect with Leon Goren
PEO Leadership
The Deep Wealth Experience
The free Deep Wealth Exit eBook
"Unlock your destiny and success when you know how to pivot and profit." - Jeffrey Feldberg and Steve Wells
Jeffrey Feldberg and Steve Wells are successful entrepreneurs. Feldberg and Wells enjoyed a 9-figure exit from their eLearning company Embanet. The journey had Feldberg and Wells increase the value of their company 10X in two years. The Embanet story almost didn't happen. The first offer Feldberg and Wells received was 7-figures based on 3-times EBITDA.
How did Feldberg and Wells go from a 7-figure offer to a 9-figure offer from a different buyer?
The Sell Your Business Podcast, and their company Deep Wealth, focuses on helping you grow your company, sell your company, or both. The days of smart and sophisticated buyers ripping off business owners are over. Starting N.O.W. SHOW NOTES
- The story behind the story of starting The Sell Your Business Podcast and Deep Wealth
- Learning how not to survive, but to thrive in challenging times
- Why you must master the art and science of pivoting to profit
- Knowing how resourcefulness trumps resources
- If you think money is the answer to all problems, think again
- Why challenging times are an opportunity to help you and not hurt you
- Why business owners must have their companies run without them
- How business owners continue to get ripped off on and don't know it
- The Deep Wealth Experience surrounds you with
- A 6-week online experience includes a live Success Coach, your own private mastermind group, and access to Feldberg and Wells
- Costly mistakes that Feldberg and Wells made in their exit and how you can avoid the same mistakes
- What you will hear in future episodes of The Sell My Business Podcast
- How the strategies to grow your business to thrive are the same ones needed to sell your business
- Why there's no such thing as a "silly" question
- Why your existing business may be your one and only success story
- The importance of make the most of your existing business
- The one simple questions you must ask yourself
- The power and need of asynchronous communications versus real-time communication
- How Feldberg and Wells went from a 9-figure exit with to a 7-figure loss in their next company. Lessons well learned.
- Why small choices made today create big changes and opportunities tomorrow
- Little-know strategies to grow your business
- How to deal with the current pandemic that has you win
- The power of creating a market disruption in your industry
- How to be the change and make a difference
This podcast is brought to you by Deep Wealth. Are you a business owner who is wondering how to grow your business, sell it, or both? Perhaps you're wondering how to make your business pandemic-proof? Learn how the strategies to grow and extract the deep wealth from your business.
Enjoy the interview!
You can subscribe on Apple Podcasts, Google Podcasts, Spotify, Overcast, RSS Feed, or on your favorite podcast platform.SELECTED LINKS FOR THIS EPISODE
Connect with Jeffrey Feldberg and Steve Wells
Cockroach Startups
How I Built An 8-Figure Company And A 9-Figure Exit (With No Business Experienc