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Season 1

Feb. 28, 2022

Lowell Ricklefs On How To Sell And Market SaaS Companies (#103)

"Focus on revenue and revenue growth." - Lowell Ricklefs. Lowell Ricklefs is the CEO and Founder of Traction Advising, which specializes in helping B2B SaaS companies with a greater than 5 million ARR get acquired. Lowell has been a Co-founder, …

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Feb. 23, 2022

Guy Remond On Creating Market Disruptions And Living The Post-Exit Li…

"Everybody has unique abilities, and you must hone in on what you're really good at." - Guy Remond. ‍ Guy Remond is an experienced individual with over 20 years in tech, software and consulting, advisory industries, founder, director, investor, and …

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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...

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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 whe...

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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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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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Nov. 24, 2020

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

"Always be able to take care of yourself." - Alison Winter Alison 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 …

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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 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 …

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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 …

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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 Meyerowitz Berry Meyerowitz is the Co-President of …

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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 Doorek Dr. 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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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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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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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 …

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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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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 Richter Benjamin Richter is the founder and CEO of Bradford Airport logistics and Bradford Swissport Logistics. Bradford is both the US and global leader …

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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 …

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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 Wells Jeffrey Feldberg and Steve Wells are the founders of Deep Wealth. Deep Wealth is an M&A advisory …

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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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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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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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Aug. 12, 2020

Here Are The 5 Ways To Dramatically Increase The Value Of Your Busine…

"The secret for a happy and fulfilled life is having your company run without you." - Jeffrey Feldberg and Steve Wells Jeffrey Feldberg and Steve Wells are the founders of Deep Wealth. The mission of Deep Wealth is to prevent...

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Aug. 5, 2020

Saud Juman On How He Created His Highly Successful Exit (#16)

“Good CEOs are an inch deep and a mile wide. CEOs need to hire people that are a mile deep and an inch wide in everything.” - Saud Juman In his more than 20-year career as a business owner and …

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July 29, 2020

Martin Perelmuter On How To Communicate Your Way To Success (#15)

“A speech may last 60 minutes. Its impact can last forever.” - Martin Perelmuter Martin Perlmutter is an unapologetic idealist. Martin is passionate about people and ideas. And after 25 years in the speaking industry, Martin ...

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