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Episodes

M&A Lawyer And Deal Closer Addison Adams On Everything You Need To Know About A Liquidity Event (#41)
Feb. 9, 2021

M&A Lawyer And Deal Closer Addison Adams On Everything You Need To Kn…

"I'm a lawyer that loves to close deals." - Addison AdamsAddison 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 va...

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Efficiencies Expert Jason Helfenbaum On How To Increase Your ROI Through Training And Efficiencies (#40)
Feb. 2, 2021

Efficiencies Expert Jason Helfenbaum On How To Increase Your ROI Thro…

"You have to empower your employees and your company to succeed without you" - Jason HelfenbaumJason Helfenbaum creates customized training and knowledge management solutions that address operational issues and opportunities.As owner and founder of C...

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Successful Post-Exit Entrepreneur A.J. Wasserstein On How To Optimize Your Life For Happiness After Your Liquidity Event (#39)
Jan. 26, 2021

Successful Post-Exit Entrepreneur A.J. Wasserstein On How To Optimize…

"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...

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Evolutionary Force Multiplier J.B. Bernstein On Success In Business, Liquidity Events, And Life (#38)
Jan. 19, 2021

Evolutionary Force Multiplier J.B. Bernstein On Success In Business, …

"If you are going to spend your life running anyway, you might as well be chasing your dreams." - J.B. BernsteinJ.B. Bernstein is a "Genetically Wired Entrepreneur." Bernstein has helped fund and successfully launched businesses in Packaged Goods, Tradi...

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5 Liquidity Event Mistakes That Will Make You Cry (#37)
Jan. 12, 2021

5 Liquidity Event Mistakes That Will Make You Cry (#37)

"Your acres of diamonds are right in front of you waiting to be discovered." - Jeffrey Feldberg and Steve WellsJeffrey 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-figur...

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Holiday Podcast Special - Finding Your Acres Of Diamonds (#36)
Dec. 22, 2020

Holiday Podcast Special - Finding Your Acres Of Diamonds (#36)

"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 whe...

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Investment Bankers Josh Curtis and Michael On The Significant Advantages Of A Recap For Your Liquidity Event (#35)
Dec. 15, 2020

Investment Bankers Josh Curtis and Michael On The Significant Advanta…

"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 lif...

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Stop Losing And Start Winning When You Have The Right Liquidity Event Mindset (#034)
Dec. 8, 2020

Stop Losing And Start Winning When You Have The Right Liquidity Event…

"Welcome achievement and success when you expect the unexpected" - Jeffrey Feldberg and Steve Wells Investment Banker Round Table On Everything You Need To Know are the founders of Deep Wealth. The M&A journey for Jeffrey and...

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Top Recruiter Stevie Aylsworth On Why Human Capital Is The Most Important Asset For Your Business (#33)
Dec. 1, 2020

Top Recruiter Stevie Aylsworth On Why Human Capital Is The Most Impor…

"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 p...

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Gracious Exit CEO And Founder Alison Winter On Preparing For The Most Important Exit Of Your Life (#32)
Nov. 24, 2020

Gracious Exit CEO And Founder Alison Winter On Preparing For The Most…

"Always be able to take care of yourself." - Alison WinterAlison 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 t...

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5 Stupid M&A Deal Killers That Are Robbing You Of Enormous Success (#31)
Nov. 17, 2020

5 Stupid M&A Deal Killers That Are Robbing You Of Enormous Success (#…

"Successful people focus on progress and not perfection." - Jeffrey Feldberg and Steve WellsJeffrey 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...

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Investment Bankers Josh Curtis and Michael Butler Reveal Little Known Strategies To Help You Increase The Value Of Your Business (#30)
Nov. 10, 2020

Investment Bankers Josh Curtis and Michael Butler Reveal Little Known…

"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 ...

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Entertainment Industry Veteran Berry Meyerowitz On How Culture Drives Results And EBITDA (#29)
Nov. 3, 2020

Entertainment Industry Veteran Berry Meyerowitz On How Culture Drives…

"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 MeyerowitzBerry Meyerowitz is the Co-President of the Quiver Group of Companies.  ...

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Dr. Brian Doorek On Why Your True Wealth Is Your Health And How To Stay Healthy During Your Liquidity Event (#28)
Oct. 27, 2020

Dr. Brian Doorek On Why Your True Wealth Is Your Health And How To St…

"If you're not feeling fulfillment in your life, all that other stuff doesn't matter?" -  Dr. Brian DoorekDr. Brian Dooreck is a Gastroenterologist in South Florida who works with select individuals and C-suite leadership teams focusing on “actionable a...

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Financial Economist Mike McDonald On How And Why You Should Seek Alpha For Your Business To Maximize Profits (#27)
Oct. 20, 2020

Financial Economist Mike McDonald On How And Why You Should Seek Alph…

"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 wor...

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Investment Banker Peter Kubasek On Everything You Should Know About A Liquidity Event But Probably Don’t (#26)
Oct. 13, 2020

Investment Banker Peter Kubasek On Everything You Should Know About A…

"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...

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George Sandmann On How To Grow Your Business And Increase Enterprise Value (#25)
Oct. 6, 2020

George Sandmann On How To Grow Your Business And Increase Enterprise …

"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 ...

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Peter Gudmundsson On Little Known Secrets To Maximize Your Liquidity Event (#24)
Sept. 29, 2020

Peter Gudmundsson On Little Known Secrets To Maximize Your Liquidity …

"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...

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Ben Richter Reveals Proven Success Strategies For Business Exits And Life (#23)
Sept. 22, 2020

Ben Richter Reveals Proven Success Strategies For Business Exits And …

"The natural evolution of entrepreneurs is we go from learn to earn to return" -  Ben RichterBenjamin Richter is the founder and CEO of Bradford Airport logistics and Bradford Swissport Logistics. Bradford is both the US and global leader in secure airp...

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Deva Neely On How To Speak Your Way To Success On Your Business Exit (#22)
Sept. 15, 2020

Deva Neely On How To Speak Your Way To Success On Your Business Exit …

"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 ...

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How To Avoid Committing The Worst Mergers And Acquisitions Mistakes (#21)
Sept. 9, 2020

How To Avoid Committing The Worst Mergers And Acquisitions Mistakes (…

"In M&A every mistake you make takes your hard-earned money and puts it in your buyers pocket." -  Jeffrey Feldberg and Steve  WellsJeffrey Feldberg and Steve Wells are the founders of Deep Wealth. Deep Wealth is an M&A advisory services preparing busin...

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Richard Kopman On How The Customer Payment Experience Can Increase Profits and Business Value (#20)
Sept. 2, 2020

Richard Kopman On How The Customer Payment Experience Can Increase Pr…

"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. Richar...

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Rolando Gadala-Maria On How To Massively Increase Your Company Valuation (#19)
Aug. 26, 2020

Rolando Gadala-Maria On How To Massively Increase Your Company Valuat…

"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 entrepreneu...

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Firmex CEO Joel Lessem On How He Sold His Company Twice And Other Valuable M&A Strategies (#18)
Aug. 19, 2020

Firmex CEO Joel Lessem On How He Sold His Company Twice And Other Val…

"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 busine...

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