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

Episodes

Stellar Investment Banker Alan Scharfstein Reveals Everything You Need To Know For A Successful Liquidity Event (#65)
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
The Case For Taking Your Company Public With Successful Entrepreneur Jon Stoddard (#64)
July 20, 2021

The Case For Taking Your Company Public With Successful Entrepreneur …

"Be a giver. Not a taker." - Jon StoddardJon 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
How Your Deal Benefits From A Strong Letter Of Intent (#63)
July 13, 2021

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

"Speed always favors the seller" - Jeffrey FeldbergJeffrey 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
Former Business Operator Now Successful Investment Banker Mark Herbick Reveals How To Maximize Your Enterprise Value (#62)
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 HerbickMark 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
Mitchell Chi, A Revenue Expert With 7 Successful Exits, Reveals How To Succeed In Business And In Life (#61)
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 ChiMitchell 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
Dan Lubeck, Successful Private Equity Founder of Solis Capital, Reveals Proven Strategies To Grow Your Business And Increase Enterprise Value (#60)
June 22, 2021

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

"We bet on leaders and leadership teams to drive success" - Dan LubeckDaniel 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
Why You Should Run Your Business Like A Cockroach Startup According To Successful Entrepreneur and Investor Michael de la Maza (#59)
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 MazaMichael 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
5 Reasons Why You'll Be More Successful When Your Business Runs Without You (#58)
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 FeldbergJeffrey 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
Branding Expert Ann Fryer On How To Maximize Yoru Potential Both In Business And Your Liquidity Event (#57)
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 FryerAnn 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
Top 100 Global Family Business Consultant and NextGen Nike Anani Reveals How To Run A Successful Family Office (#56)
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 AnaniNike 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
Successful Entrepreneur And Investor Shane Boudreau On How To Create The Liquidity Event Of Your Dreams (#55)
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 BoudreauShane 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
Sell-Side Advisor, Successful Business Owner, And  Philanthropist,  Rob Follows On How To Achieve An Extraordinary Exit Through Selling To Strategics In Your Liquidity Event (#54)
May 11, 2021

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

"We are about Success To Significance through Selling To Strategics." - Rob FollowsSTS 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
The 5 Best Private Equity Strategies You Really Need To Know (#53)
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 FeldbergJeffrey 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
EOS Expert David Lewis Asks If You Are You Running Your Business Or Is Your Business Running You - Six Keys to Getting What You Want from Your Business (#52)
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 LewisDavid 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
Performance And Cultural Alignment Expert Andrew Rush On How To Predictability Increase Your EBITDA (#51)
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 RushAndrew Rush has a history of improving financial results through optimizing the collaboration of teams and developing more effective se...

Listen to the Episode
Investment Banker Round Table On Everything You Need To Know About Investment Bankers But Probably Don't (#050)
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
Waleuska Lazo On How To Leverage Gratitude For Massive Success In Business And Life (#49)
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 LazoWaleuska 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
How To Avoid Committing The Worst EBITDA Adjustment Mistakes Before Your Liquidity Event (#48)
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 FeldbergJeffrey 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
Success Coach And Best Selling Author Colette Streicher On How To Create A Winning Mindset To Help You Win The Day (#47)
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 StreicherColette 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
M&A Lawyer And Enterprise Value Creator Nick San Filippo On Proven M&A Strategies For Getting The Best Deal (#46)
March 16, 2021

M&A Lawyer And Enterprise Value Creator Nick San Filippo On Proven M&…

"I feel like Superman when I come in and I'm able to help entrepreneurs go from paper wealth to liquid wealth." - Nick San FilippoNick San Filippo is a partner and member of Lowenstein Sandler’s Transactions and Advisory Group.  Lowenstein is a national...

Listen to the Episode
Former Investment Banker Now Virtual CFO Daryl Ching On How To Maximize EBITDA For Your Liquidity Event (#45)
March 9, 2021

Former Investment Banker Now Virtual CFO Daryl Ching On How To Maximi…

Type image caption here (optional)"You can be whatever you want to be." - Daryl ChingDaryl 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...

Listen to the Episode
Growth Master Mal McCallion On How To Grow And Scale Your Business Through Proven Strategies  (#44)
March 2, 2021

Growth Master Mal McCallion On How To Grow And Scale Your Business Th…

"The biggest focus for businesses should be about getting hyper-personal." - Mal McCallionMal McCallion has 30 years of experience in high-growth organizations. Mal is obsessed with elements of business that make some businesses succeed where others fai...

Listen to the Episode
Here Are 5 Of The Most Powerful Questions Every Business Owner Must Ask (#43)
Feb. 23, 2021

Here Are 5 Of The Most Powerful Questions Every Business Owner Must A…

"Winners chase after good enough. Losers chase perfection - Jeffrey Feldberg" - Jeffrey FeldbergJeffrey 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 sc...

Listen to the Episode
Former Wall Street Investment Banker Carl Allen On Why You Should Buy Businesses To Fuel Growth And Profits (#42)
Feb. 16, 2021

Former Wall Street Investment Banker Carl Allen On Why You Should Buy…

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 Al...

Listen to the Episode