The Deep Wealth Podcast - Unlock Your Deep Wealth In Business and Life

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“Fundamentals matter.” - Dave Bookbinder 

Dave is the author of the NEW ROI Series. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. 

Dave is the author of a #1 best-selling book about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals. 

Dave is also the host of Behind The Numbers, the show that digs deeper to understand what matters most in business. The show is enjoyed in 74 countries and ranks in the top 5% of all programs globally.

Dave writes about finance and leadership as a contributor at CFO University, TLNT.com, Thrive Global and the Enterprise Engagement Alliance. He is also a former contributor to the business section of the HuffPost.

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The New ROI

Dave Bookbinder (@dbookbinder) / Twitter

Dave Bookbinder (@dave.bookbinder) • Instagram photos and videos

https://www.facebook.com/DavidLBookbinder/

Dave Bookbinder - Principal CEO - New ROI Advisors | LinkedIn

The Deep Wealth Sell My Business Podcast

https://www.amazon.com/Dave-Bookbinder/e/B075SDJ12F/ref=dp_byline_cont_ebooks_1

Cockroach Startups: What You Need To Know To Succeed And Prosper

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

The Deep Wealth Podcast

Most entrepreneurs do not fail.
They just carry too much for too long.

The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.

The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.

🧠 Deep Wealth Mastery

This is for you if you want to:
 • Grow a profitable business without becoming the bottleneck
 • Build real value so selling is optional, not forced
 • Optimize your health before it limits your business and life

One proven roadmap for real decisions.

⭐ Explore Deep Wealth Mastery
https://iapdw.com/idm

🎧 Subscribe
https://iapdw.com/podcast

📘 Free eBook
https://iapdw.com/ebook

💬 Have a question you keep circling back to?
Leave a short voicemail
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“It's okay not to be perfect.” - Lance Belline

Lance is a certified financial planner who has been helping individuals and families take control of their wealth for over 20 years. Throughout most of his career as a CFP, Lance creates financial plans, helps clients stay on track, and ensures that clients are adequately insured. 

Now Lance have decided to break the mold. Instead of helping people reach their financial goals, and wants to help you thrive by reducing or eliminating the amount of wealth you pay to the IRS.

Click here to subscribe to The Sell My Business Podcast to save time and effort.

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Lance Belline

http://www.legacyletterchallenge.com/lancebelline

Parable

https://amzn.to/3NlfOuG

The Deep Wealth Sell My Business Podcast

Cockroach Startups: What You Need To Know To Succeed And Prosper

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

The Deep Wealth Podcast

Most entrepreneurs do not fail.
They just carry too much for too long.

The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.

The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.

🧠 Deep Wealth Mastery

This is for you if you want to:
 • Grow a profitable business without becoming the bottleneck
 • Build real value so selling is optional, not forced
 • Optimize your health before it limits your business and life

One proven roadmap for real decisions.

⭐ Explore Deep Wealth Mastery
https://iapdw.com/idm

🎧 Subscribe
https://iapdw.com/podcast

📘 Free eBook
https://iapdw.com/ebook

💬 Have a question you keep circling back to?
Leave a short voicemail
https://podcast.deepwealth.com/voicemail/

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“Transform the ordinary into extraordinary by sharing the "why" of your actions.” - Jeffrey Feldberg

Do you know why you must master and understand the buyer mindset when selling your business?

Most business owners make the fatal mistake of thinking only about themselves. From a buyer’s perspective, this is both selfish and flawed.

What can you do?

Five powerful strategies help you understand the buyer mindset. At the same time, these five strategies have you resonate with buyers and stand out from the crowd.

Jeffrey 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, Jeffrey said "yes" to a 9-figure offer. During the process, Jeffrey increased his company value by 10X.

How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event? Jeffrey created the 9-step roadmap of preparation for a liquidity event. 

The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.

Please enjoy!

Click here to subscribe to The Sell My Business Podcast to save time and effort.

SELECTED LINKS FOR THIS EPISODE

Article: Having A Liquidity Event? Here's How To Capture The Best Enterprise Value

Bharat Kanodia On Everything You Need To Know About Valuations But Probably Don't (#116)

The Deep Wealth Sell My Business Podcast

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

The Deep Wealth Podcast

Most entrepreneurs do not fail.
They just carry too much for too long.

The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.

The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.

🧠 Deep Wealth Mastery

This is for you if you want to:
 • Grow a profitable business without becoming the bottleneck
 • Build real value so selling is optional, not forced
 • Optimize your health before it limits your business and life

One proven roadmap for real decisions.

⭐ Explore Deep Wealth Mastery
https://iapdw.com/idm

🎧 Subscribe
https://iapdw.com/podcast

📘 Free eBook
https://iapdw.com/ebook

💬 Have a question you keep circling back to?
Leave a short voicemail
https://podcast.deepwealth.com/voicemail/

Built by entrepreneurs. For entrepreneurs.

Send us Fan Mail

“Don't put off you dreams for tomorrow when you can do it today.” - Chris Morton

Chris Morton is an operating partner at Orchid Black. Chris launches and accelerates the profitable growth of companies by creatively mapping technology to successful business models and market penetration strategies, leveraging industry partnerships, and securing institutional and strategic investment.

Highlights for Chris include being the co-founder of SkyCross which sold over 750 million antennas and was later acquired by Airgain.

Chris is also the co-founder of Mesh Networks which was acquired by Motorola and has also raised over $85 million in capital. Chris was awarded the GE Doctoral Fellowship and the Cade Prize for Company Innovation and Leadership.

Community involvement for Chris includes being the former Chairman and now Advisory Board for a Grove Florida and a member of the Executive Committee of Orlando Tech Council.

When it comes to business advice, Chris says, know your strengths and limitations. Be open to feedback and new ideas and hire accordingly. Chris's bucket list includes traveling to Egypt, learning about the structure and uses of DNA from experts, and learning to play the electric guitar when he isn't playing the drums. Chris earned his Ph.D. from the University of Pennsylvania in Communication Systems.

Click here to subscribe to The Sell My Business Podcast to save time and effort.

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[email protected]

Orchid Black

The Deep Wealth Sell My Business Podcast

Cockroach Startups: What You Need To Know To Succeed And Prosper

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

The Deep Wealth Podcast

Most entrepreneurs do not fail.
They just carry too much for too long.

The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.

The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.

🧠 Deep Wealth Mastery

This is for you if you want to:
 • Grow a profitable business without becoming the bottleneck
 • Build real value so selling is optional, not forced
 • Optimize your health before it limits your business and life

One proven roadmap for real decisions.

⭐ Explore Deep Wealth Mastery
https://iapdw.com/idm

🎧 Subscribe
https://iapdw.com/podcast

📘 Free eBook
https://iapdw.com/ebook

💬 Have a question you keep circling back to?
Leave a short voicemail
https://podcast.deepwealth.com/voicemail/

Built by entrepreneurs. For entrepreneurs.

Send us Fan Mail

“Take a breath, move forward, and make sure that you're leaning into environmental and natural resources issues in a way that listens to other people.” - Sybil Ackerman

Sybil Ackerman-Munson has 20 years of experience as a nonprofit professional and foundation advisor who works with philanthropic institutions and foundations interested in successful, high-impact grant making, to help you make a true and lasting positive contribution to the world on your terms.

Sybil knows what it’s like to be a grantee as she spent over ten years working at environmental nonprofits before transitioning to foundation advisor.

In her  early career, Sybil chose to work in the nonprofit sector because she saw it as a place where she could make a positive impact on the world. Sybil raised money for programs and directed major campaigns to safeguard and steward  land and water resources.

Sybil decided to transition to working as a foundation advisor when the Trustees at Lazar Foundation, a supporter of her work as a nonprofit professional, recruited her to be their Executive Director. Over time, more and more donors asked for Sybil's assistance which had her launch her own business to help donors give money away effectively. Lazar Foundation remains a client that Sybil services to this day.

For Sybil there is no better career than helping donors give to the nonprofits they care so much about.

Click here to subscribe to The Sell My Business Podcast to save time and effort.

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[email protected]

DoYourGood.com

Do Your Good | Philanthropy for Funders & Nonprofits (@doyourgood) • Instagram photos and videos

Do Your Good - Home | Facebook

The Deep Wealth Sell My Business Podcast

Cockroach Startups: What You Need To Know To Succeed And Prosper

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

The Deep Wealth Podcast

Most entrepreneurs do not fail.
They just carry too much for too long.

The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.

The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.

🧠 Deep Wealth Mastery

This is for you if you want to:
 • Grow a profitable business without becoming the bottleneck
 • Build real value so selling is optional, not forced
 • Optimize your health before it limits your business and life

One proven roadmap for real decisions.

⭐ Explore Deep Wealth Mastery
https://iapdw.com/idm

🎧 Subscribe
https://iapdw.com/podcast

📘 Free eBook
https://iapdw.com/ebook

💬 Have a question you keep circling back to?
Leave a short voicemail
https://podcast.deepwealth.com/voicemail/

Built by entrepreneurs. For entrepreneurs.

Send us Fan Mail

Matthew Hunt is a serial entrepreneur, B2B sales and marketing expert, and coach to company CEOs, marketing directors, and entrepreneurs. 

His extensive experience of over a decade of helping B2B companies succeed in sales and marketing has driven him to create several seven-figure businesses, and he's just getting started. His company Automation Wolf is known for helping clients generate a full month of LinkedIn content in just one hour per week.

Click here to subscribe to The Sell My Business Podcast to save time and effort.

SELECTED LINKS FOR THIS EPISODE

[email protected]

Automation Wolf

Matthew Hunt (@matthewhuntme) / Twitter

Matthew Hunt (@mjhunt) • Instagram photos and videos

https://www.facebook.com/matthewhunt

Matthew Hunt - Founder - Automation Wolf | LinkedIn

The Deep Wealth Sell My Business Podcast

Cockroach Startups: What You Need To Know To Succeed And Prosper

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

The Deep Wealth Podcast

Most entrepreneurs do not fail.
They just carry too much for too long.

The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.

The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.

🧠 Deep Wealth Mastery

This is for you if you want to:
 • Grow a profitable business without becoming the bottleneck
 • Build real value so selling is optional, not forced
 • Optimize your health before it limits your business and life

One proven roadmap for real decisions.

⭐ Explore Deep Wealth Mastery
https://iapdw.com/idm

🎧 Subscribe
https://iapdw.com/podcast

📘 Free eBook
https://iapdw.com/ebook

💬 Have a question you keep circling back to?
Leave a short voicemail
https://podcast.deepwealth.com/voicemail/

Built by entrepreneurs. For entrepreneurs.

Send us Fan Mail

“I always ran a ground when I didn't know where I was going.” - Lesley Winston

A pioneer in the field of Philanthropic Planning, Chartered Philanthropic Advisor Les Winston specializes in utilizing Section 664 of the tax code to build endowments and lower tax bills. With 25 years of experience in the field, Les founded SocialSecharity.org to educate America on how an endowed nation will secure the financial future of its people.

Click here to subscribe to The Sell My Business Podcast to save time and effort.

SELECTED LINKS FOR THIS EPISODE

Social Secharity

[email protected]

https://www.instagram.com/social.secharity/

Social Secharity | Facebook

Social Secharity - YouTube

ROUTE 664: The Road to Human Kindness Podcast on Amazon Musi

The Deep Wealth Sell My Business Podcast

Cockroach Startups: What You Need To Know To Succeed And Prosper

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

The Deep Wealth Podcast

Most entrepreneurs do not fail.
They just carry too much for too long.

The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.

The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.

🧠 Deep Wealth Mastery

This is for you if you want to:
 • Grow a profitable business without becoming the bottleneck
 • Build real value so selling is optional, not forced
 • Optimize your health before it limits your business and life

One proven roadmap for real decisions.

⭐ Explore Deep Wealth Mastery
https://iapdw.com/idm

🎧 Subscribe
https://iapdw.com/podcast

📘 Free eBook
https://iapdw.com/ebook

💬 Have a question you keep circling back to?
Leave a short voicemail
https://podcast.deepwealth.com/voicemail/

Built by entrepreneurs. For entrepreneurs.

Send us Fan Mail

“Focus on the academics.” - Alan Wozniak 

Alan Wozniak, CIAQP, CIEC former president/CEO and founder of Pure Air Control Services, Inc. in Clearwater, Florida an environmental / HVAC Mechanical Firm established in 1984 with divisions including: Building Sciences, Environmental Diagnostics laboratory and Building remediation group. In 2021, he successfully managed the sale of the firm to a Fortune 500 organization, RPM International.

Pure Air Control Services is a provider of indoor environmental services in over 19,000 facilities covering 900 million sq. ft. both nationally and internationally and is one of the largest full services, comprehensive healthy building indoor environmental firms in the nation with heavy experience in governments, healthcare, higher education, lower education, commercial and entertainment markets.

Mr. Wozniak has authored numerous articles on IAQ, is a NEWSWEEK Magazine Expert Author, has been guest lecturer on many webinars, podcasts, workshops and at IAQ symposia 

Some of Mr. Wozniak’s many accomplishments include leading the firm to:

•INC 500 national list 4 years in a row

•370% growth in the past 5 years

•Tampa Bay FAST 50 – bay area fastest growing private firms

•Tampa Bay Business Journal – MBE Top 25

•National Hispanic Businesses - Top 500

•Frost & Sullivan – Product Differentiation Innovation Award for its Solutions for Improving IAQ

•Provided the management and oversight of the M&A selling his firm for 17.5X EBITDA

Click here to subscribe to The Sell My Business Podcast to save time and effort.

SELECTED LINKS FOR THIS EPISODE

[email protected]

Pure Air Control Services 

Alan Wozniak, CIAQP, CIEC - Founder - Business Health Matters (BHM)- Executive Consulting | LinkedIn

The Deep Wealth Sell My Business Podcast

Cockroach Startups: What You Need To Know To Succeed And Prosper

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

The Deep Wealth Podcast

Most entrepreneurs do not fail.
They just carry too much for too long.

The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.

The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.

🧠 Deep Wealth Mastery

This is for you if you want to:
 • Grow a profitable business without becoming the bottleneck
 • Build real value so selling is optional, not forced
 • Optimize your health before it limits your business and life

One proven roadmap for real decisions.

⭐ Explore Deep Wealth Mastery
https://iapdw.com/idm

🎧 Subscribe
https://iapdw.com/podcast

📘 Free eBook
https://iapdw.com/ebook

💬 Have a question you keep circling back to?
Leave a short voicemail
https://podcast.deepwealth.com/voicemail/

Built by entrepreneurs. For entrepreneurs.

Send us Fan Mail

“Research less try more.” - Jonathan Zacks

Jonathan is on a mission to decimate no-show appointments. After running an appointment-based business for a decade, he co-founded GoReminders which increases business revenue and cuts wasted staff time with automated appointment reminders & online booking. Jonathan runs Growth & Marketing for GoReminders and loves helping small businesses with automation and communication.

Click here to subscribe to The Sell My Business Podcast to save time and effort.

SELECTED LINKS FOR THIS EPISODE

[email protected]

GoReminders

Jonathan Zacks (@jozacks) / Twitter

Jonathan Zacks|GoReminders CEO (@jonnoz) • Instagram photos and videos

Jonathan HLzacks | Facebook

Jonathan Zacks - Founder & CEO - GoReminders | LinkedIn

The Deep Wealth Sell My Business Podcast

Cockroach Startups: What You Need To Know To Succeed And Prosper

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

The Deep Wealth Podcast

Most entrepreneurs do not fail.
They just carry too much for too long.

The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.

The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.

🧠 Deep Wealth Mastery

This is for you if you want to:
 • Grow a profitable business without becoming the bottleneck
 • Build real value so selling is optional, not forced
 • Optimize your health before it limits your business and life

One proven roadmap for real decisions.

⭐ Explore Deep Wealth Mastery
https://iapdw.com/idm

🎧 Subscribe
https://iapdw.com/podcast

📘 Free eBook
https://iapdw.com/ebook

💬 Have a question you keep circling back to?
Leave a short voicemail
https://podcast.deepwealth.com/voicemail/

Built by entrepreneurs. For entrepreneurs.

Send us Fan Mail

“If a third party sales in your future, why not set it up for success and then work backwards” - Laurie Barkman

80% of business owners want to stop working in their business in the next 5-10 years, but most have not planned for that transition. Many need to improve the business first.

Laurie Barkman is a "business transition sherpa." With her firm, SmallDotBig, she advises owners on having more valuable, sellable businesses. And as a Partner with Stony Hill Advisors, a mergers and acquisitions firm, she guides them through the complex process of letting it go.

Laurie is the former CEO of a $100 million revenue company with an exit to a Fortune 50 company. With more than 25 years of C-Suite and award- winning marketing expertise, she provides actionable perspectives to drive sustainable value.

Engaging audiences across the US, Laurie is an Adjunct Professor of Entrepreneurship at Carnegie Mellon University, leads executive workshops with Vistage, and hosts a weekly podcast called Succession Stories.

Laurie earned her MBA from Carnegie Mellon and BS from Cornell University. She is a Certified Value Builder Advisor and has a Certificate from the Exit Planning Institute.

Click here to subscribe to The Sell My Business Podcast to save time and effort.

SELECTED LINKS FOR THIS EPISODE

[email protected]

SmallDotBig

Laurie Barkman (@LaurieBarkman) / Twitter

Schedule a Business Transition Advisory Call with Laurie Barkman

Laurie Barkman, The Business Transition Sherpa - YouTube

Laurie Barkman - Value Creation and Business Transition Advisor | CEO/Founder - SmallDotBig LLC | LinkedIn

Succession Planning Stories Podcast SmallDotBig

The Deep Wealth Sell My Business Podcast

Cockroach Startups: What You Need To Know To Succeed And Prosper

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

The Deep Wealth Podcast

Most entrepreneurs do not fail.
They just carry too much for too long.

The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.

The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.

🧠 Deep Wealth Mastery

This is for you if you want to:
 • Grow a profitable business without becoming the bottleneck
 • Build real value so selling is optional, not forced
 • Optimize your health before it limits your business and life

One proven roadmap for real decisions.

⭐ Explore Deep Wealth Mastery
https://iapdw.com/idm

🎧 Subscribe
https://iapdw.com/podcast

📘 Free eBook
https://iapdw.com/ebook

💬 Have a question you keep circling back to?
Leave a short voicemail
https://podcast.deepwealth.com/voicemail/

Built by entrepreneurs. For entrepreneurs.