Episodes

"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 leaders...

"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 Adviso...

"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 h...

"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 happi...

“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? Jeff...

"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 Pennsylva...

"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 Scienc...

"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 ...

“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 fe...

“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 ...

"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 a...

“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 lead...

“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. Af...

“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 ...

“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 com...

“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 ho...

“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), ...

“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...

“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 storyboo...

“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 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. Da...

“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 ...

“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 ...

“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 p...