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Episodes

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)
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April 28, 2021

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)

"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...
Performance And Cultural Alignment Expert Andrew Rush On How To Predictability Increase Your EBITDA (#51)
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April 20, 2021

Performance And Cultural Alignment Expert Andrew Rush On How To Predictability Increase Your EBITDA (#51)

"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...
Investment Banker Round Table On Everything You Need To Know About Investment Bankers But Probably Don't (#050)
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April 13, 2021

Investment Banker Round Table On Everything You Need To Know About Investment Bankers But Probably Don't (#050)

"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...
Waleuska Lazo On How To Leverage Gratitude For Massive Success In Business And Life (#49)
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April 6, 2021

Waleuska Lazo On How To Leverage Gratitude For Massive Success In Business And Life (#49)

"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...
How To Avoid Committing The Worst EBITDA Adjustment Mistakes Before Your Liquidity Event (#48)
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March 30, 2021

How To Avoid Committing The Worst EBITDA Adjustment Mistakes Before Your Liquidity Event (#48)

"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 ...
Success Coach And Best Selling Author Colette Streicher On How To Create A Winning Mindset To Help You Win The Day (#47)
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March 23, 2021

Success Coach And Best Selling Author Colette Streicher On How To Create A Winning Mindset To Help You Win The Day (#47)

"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...
M&A Lawyer And Enterprise Value Creator Nick San Filippo On Proven M&A Strategies For Getting The Best Deal (#46)
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March 16, 2021

M&A Lawyer And Enterprise Value Creator Nick San Filippo On Proven M&A Strategies For Getting The Best Deal (#46)

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

Former Investment Banker Now Virtual CFO Daryl Ching On How To Maximize EBITDA For Your Liquidity Event (#45)

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

Growth Master Mal McCallion On How To Grow And Scale Your Business Through Proven Strategies (#44)

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

Here Are 5 Of The Most Powerful Questions Every Business Owner Must Ask (#43)

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

Former Wall Street Investment Banker Carl Allen On Why You Should Buy Businesses To Fuel Growth And Profits (#42)

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

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

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

Efficiencies Expert Jason Helfenbaum On How To Increase Your ROI Through Training And Efficiencies (#40)

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

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

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

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

"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...
5 Liquidity Event Mistakes That Will Make You Cry (#37)
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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...
Holiday Podcast Special - Finding Your Acres Of Diamonds (#36)
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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 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. Ho...
Investment Bankers Josh Curtis and Michael On The Significant Advantages Of A Recap For Your Liquidity Event (#35)
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Dec. 16, 2020

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

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

Stop Losing And Start Winning When You Have The Right Liquidity Event Mindset (#034)

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

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

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

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

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

5 Stupid M&A Deal Killers That Are Robbing You Of Enormous Success (#31)

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

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

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

Entertainment Industry Veteran Berry Meyerowitz On How Culture Drives Results And EBITDA (#29)

"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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