Thinking about a liquidity event? Click here to book your FREE strategy call.

Episodes

Aug. 31, 2021

Successful Post-Exit Entrepreneur Ivan Zakharenkov Reveals How To Thi…

"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 creat...

Listen to the Episode
Aug. 24, 2021

5 Powerful Strategies That Will Help You Avoid An Earnout During Your…

"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 ...

Listen to the Episode
Aug. 17, 2021

Data Privacy Expert Nalini Kaplan On Why Your Liquidity Event Is In J…

"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 combine...

Listen to the Episode
Aug. 10, 2021

How To Create A Magnetic Presentation With Leading Communication And …

Type image caption here (optional)"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 inter...

Listen to the Episode
Aug. 3, 2021

Thought Leader And Successful Entrepreneur Leon Goren On How A CEO Pe…

"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 enou...

Listen to the Episode
July 27, 2021

Stellar Investment Banker Alan Scharfstein Reveals Everything You Nee…

"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 option...

Listen to the Episode
July 20, 2021

The Case For Taking Your Company Public With Successful Entrepreneur …

"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 ra...

Listen to the Episode
July 13, 2021

How Your Deal Benefits From A Strong Letter Of Intent (#63)

"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, Jef...

Listen to the Episode
July 6, 2021

Former Business Operator Now Successful Investment Banker Mark Herbic…

"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...

Listen to the Episode
June 29, 2021

Mitchell Chi, A Revenue Expert With 7 Successful Exits, Reveals How T…

"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 increa...

Listen to the Episode
June 22, 2021

Dan Lubeck, Successful Private Equity Founder of Solis Capital, Revea…

"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 t...

Listen to the Episode
June 15, 2021

Why You Should Run Your Business Like A Cockroach Startup According T…

"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 in...

Listen to the Episode
June 8, 2021

5 Reasons Why You'll Be More Successful When Your Business Runs Witho…

"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 o...

Listen to the Episode
June 1, 2021

Branding Expert Ann Fryer On How To Maximize Yoru Potential Both In B…

"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 yo...

Listen to the Episode
May 25, 2021

Top 100 Global Family Business Consultant and NextGen Nike Anani Reve…

‍"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 younge...

Listen to the Episode
May 18, 2021

Successful Entrepreneur And Investor Shane Boudreau On How To Create …

"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...

Listen to the Episode
May 11, 2021

Sell-Side Advisor, Successful Business Owner, And Philanthropist, R…

"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 fami...

Listen to the Episode
May 4, 2021

The 5 Best Private Equity Strategies You Really Need To Know (#53)

"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 o...

Listen to the Episode
April 28, 2021

EOS Expert David Lewis Asks If You Are You Running Your Business Or I…

"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 printin...

Listen to the Episode
April 20, 2021

Performance And Cultural Alignment Expert Andrew Rush On How To Predi…

"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 se...

Listen to the Episode
April 13, 2021

Investment Banker Round Table On Everything You Need To Know About In…

"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 Kubas...

Listen to the Episode
April 6, 2021

Waleuska Lazo On How To Leverage Gratitude For Massive Success In Bus…

"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, Wale...

Listen to the Episode
March 30, 2021

How To Avoid Committing The Worst EBITDA Adjustment Mistakes Before Y…

"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 ...

Listen to the Episode
March 23, 2021

Success Coach And Best Selling Author Colette Streicher On How To Cre…

"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 201...

Listen to the Episode