Episodes

"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, CEO, Chai...

"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 advis...

"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...

"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...

"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...

"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...

"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...

"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...

"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...

"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.  ...

"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...

"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 working in finance including a decade on Wall Street and in various corporate finance roles. His consulting clients have included Fortune 500 firms, banks, hedge funds, asset managers, and government agencies. Michael prides himself on being adept at identifying areas of financ...

"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 500 merger and acquisition projects ranging from $2 million to over $1 billion in sales representing billions in transactional value. Peter brings a vast background of knowledge and understanding to every engagement in which he is involved. His success stems from his abilit...

"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 CoreValue Advisor Software. An attorney by training, George is an entrepreneur with almost 30 years experience starting and growing companies. George joined CoreValue Software in 2013, and in 2017 founded his current company, creating a complete business consulting system ba...

"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 cremation services. Previously, Peter was the president and CEO of RecruitMilitary, the leading veteran hiring solutions company that he bought with an investor group in 2013. RecruitMilitary helps companies attract and retain high quality veteran employees and students. Pe...

"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...

"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 in the entertainment and corporate worlds. She is a former teacher turned Empowerment Coach. Deva gives back to the community through working with youth on leadership skills. When it comes to youth, Deva promotes mental health awareness and suicide prevention. Whether you'r...

"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...

"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. Richard plays an integral role in Pllenty's product, business development and strategic planning. Kopman is a 25-year veteran of the IT industry and has worked with clients in a wide variety of sectors. He has a hand on approach to managing client engagements. Kopman believes in t...

"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 entrepreneur. He brings a unique set of skills and experience that include founding new businesses, investing and restructuring existing businesses, Mergers and Acquisitions, business strategy, and business growth models. Rolando and his team created a proprietary deep analytical proce...

"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 businesses. Under his leadership, Firmex is rapidly becoming a standard for sharing large volumes of highly confidential and sensitive documents for corporate transactions, litigation and compliance. Firmex is a rule of 40 business delivering strong investor returns and high custo...

"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 business owners from getting ripped off on their exit. Experiencing their own 9-figure exit, Feldberg and Wells know a thing or two about about exits. Business owners are dreamers, the make-it-happen people, and the change-makers. It's us, the entrepreneurs who put everythi...

“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 JumanIn his more than 20-year career as a business owner and entrepreneur Saud Juman has worked through every possible b...

“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 believes a great speech can be a catalyst for change. Before co-founding Speakers’ Spotlight, Martin was a corporate lawyer at a prestigious international law firm. While he realized early on in his career that he needed to do something more entrepreneurial, he learned valua...