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

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

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

  • Michael Buzinski On How To Have Your Business Run Without You So You Can Optimize Your Life For Happiness (#175)

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    “Figure out how to scale this with the amount of people you have right now.” - Michael Buzinski 

    Michael Buzinski is a life-long entrepreneur, digital marketing thought leader, and best-selling author. Dubbed a “visionary marketer” by the American Marketing Association, Michael’s sole mission is to reduce the prevalence of entrepreneurial poverty in the US. Buzz, as most call him, has simplified digital marketing success with the Rule of 26 to help business owners avoid the time drain and frustration of managing profitable digital marketing campaigns.

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

    SELECTED LINKS FOR THIS EPISODE

    Book: The Rule of 26 For Service-Based Businesses: Three Steps to Doubling Website Revenue

    [email protected]

    Buzzworthy Integrated Marketing

    Michael Buzinski (@URBuzzworthy) / Twitter

    https://instagram.com/buzzworthymarketing

    Events Near Me | Facebook

    You Are Buzzworthy Podcast | 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.

    47 min
  • Brandon Neely On The Importance Of Cashflow To Maximize Business Success (#174)

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    “To learn how the money system works.” - Brandon Neely

    Brandon Neely, an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely.

    They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses.

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

    SELECTED LINKS FOR THIS EPISODE

    [email protected]

    Grandma's Wealth Wisdom

    https://www.instagram.com/gmswealthwisdom/

    https://www.facebook.com/Grandmaswealthwisdom/

    https://www.youtube.com/c/GrandmasWealthWisdom

    Brandon Neely - Financial Ally creating a smarter, more stable financial future - Cincinnati, Ohio, United States | 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.

    35 min
  • Best Selling Author And Thought Leader Carol Sanford Reveals How To Be A Positive Contrarian And Welcome Massive Success (#173)

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    “Be in the present moment.” - Carol Sanford

    Carol Sanford is a #1 Amazon best-selling, multiple award-winning (six book) author and business educator, Summit Producer, and podcaster. She is consistently recognized thought leader working side by side with Fortune 500 and new economy executives in designing and leading systemic business change and design. Through her university and in-house educational offerings, global speaking platforms, best-selling, multi-award-winning books, and developmental work, Carol works with executive leaders who see the possibility to change the nature of work through developing people and work systems that ignite motivation everywhere. For four decades, Carol has worked with great leaders of successful businesses such as Google, DuPont, Intel, P&G, and Seventh Generation, educating them to develop people and ensure a continuous stream of innovation that continually deliver extraordinary outcomes.

    Carola is the author of The Regenerative Business, The Responsible Entrepreneur, The Responsible Business The Regenerative Life,, and No More Feedback: Cultivate Consciousness at Work. Her books have won over 27 awards so far and are required reading at leading multiple departments at Universities including Harvard, Stanford, Berkeley and MIT. Carol also partners with producing Executive Education through Babson College, Kaospilot in Denmark, University of Washington, and The Lewis Institute at Babson as Senior  Fellow of Social Innovation. For 40 years she’s collaborated with clients to develop people to grow and express their inherent singularity. Google’s Food Lab uses her Responsible Business Framework. Learn more at CarolSanford.com and the Business Second Opinion podcast.

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

    SELECTED LINKS FOR THIS EPISODE

    Click here for Carol's Books

    Carol Sanford

    Carol Sanford (@carolsanford) / Twitter

    Books - Carol Sanford

    http://facebook.com/carolsanford2

    Carol Sanford - Executive Producer at The Regenerative Business Summit, 5X TEDx, #1 Amazon Best Seller, Sr Fellow of Social Innovation Babson College - Greater Seattle Area | LinkedIn

    https://www.amazon.com/Carol-Sanford/e/B00427W9JC/ref=dp_byline_cont_pop_book_1?pldnSite=1

    https://carolsanfordinstitute.com/summit/

    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.

    45 min
  • John Brown On How To Achieve The Ultimate Exit (#172)

    Send us Fan Mail

    “Start living a life based upon reason, getting the facts, doing the right thing rather than following others.” - John Brown

    John Brown, Founder of Business Enterprise Institute (BEI), started working with business owners as an estate planning attorney in 1977. While working to manage owner assets, he soon realized a common problem: No one was helping those owners exit their companies. Without planning, how would these owners convert their largest financial assets into cash and move successfully into their post-business lives?

    John created The BEI Seven Step Exit Planning Process™ which he successfully tested on hundreds of his own business-owner clients. In 1990, he wrote "How to Run Your Business So You Can Leave It in Style" and in 2008 wrote "Cash Out Move On: Get Top Dollar—and More—Selling Your Business." With hundreds of thousands of copies sold, John is the No. 1 selling author on Exit Planning for business owners. In 2016, John released his newest book, "Exit Planning: The Definitive Guide", which lays out the steps business owners must take to achieve all of their aspirations as they exit their businesses. John started BEI in 1996 for the express purpose of helping owners benefit from their lives’ work by supporting business advisors who share the same vision.


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

    SELECTED LINKS FOR THIS EPISODE

    [email protected]

    Business Enterprise Institute

    John Brown - Golden, Colorado, United States | Professional Profile | LinkedIn

    https://www.amazon.com/John-H-Brown/e/B001JS1RYU/

    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.

    46 min
  • James Murray On How To Grow Exponentially By Blending Vision, Processes, And Technology (#171)

    Send us Fan Mail

    “It's not about how good you are. It's about how good your team is.” - James Murray

    About 12 years ago I was helping a client, a business broker, move their business to the cloud.  He invited me to an association he was the President of.  After joining I learned about exit planning and began to include it in technology offerings.  This has led to a new way of looking at technology for me, and for my clients.  Let's discuss how simple tweaks to your company technology can create exponential growth, before you sell.

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

    SELECTED LINKS FOR THIS EPISODE

    [email protected]

    Executive Outliers website

    James Murray - Co-Founder - Executive Outliers | 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.

    43 min
  • Thought Leader And Post-Exit Entrepreneur Alan Wozniak On How To Create Massive Success (#170)

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    “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.

    58 min
  • Alex Oliveira Reveals Fortune 10 Interactive Marketing Strategies That Get Results (#169)

    Send us Fan Mail

    “I would go to any period in time where we didn't have technology phones, no cars and just see the way my mom and dad and they grew up.” - Alex Oliveira

    As a transformative leader of multiple successful companies, Brazilian-born Alex Oliveira has helped companies advance their brands by executing interactive marketing campaigns for over 12 years.

    From SMB's to Fortune 500 brands like Ford & Allstate, Alex enjoys a diverse portfolio of clients.

    Alex’s major passions include adventuring with his wife and 4 kids, investing in startups, and giving back to the community.

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

    SELECTED LINKS FOR THIS EPISODE

    [email protected]

    Prediq

    https://twitter.com/alexf_oliveira

    Dadpreneur (@dad_preneur_) • Instagram photos and videos

    https://business.facebook.com/MarketingWithAlex/?business_id=703675936444739

    Alex F. O. - Founder - Prediq | LinkedIn

    Dadpreneur Podcast

    If You Build It, Will They Come?: The Golden Path to Lead Generation Success For Your Business: Oliveira, Alex F: 9798758662496

    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.

    41 min
  • 7 Important Things You Need To Know To Create Massive Business Success (#168)

    Send us Fan Mail

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

    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.

    42 min
  • Remarkably Successful Tim Brown On How To Optimize Your Life For Happiness And Success (#167)

    Send us Fan Mail

    “Joy is and always has been an inside job.” - Tim Brown

    As Chief Client Services Officer and Global Head of the BPB Family Office, Tim Brown helps lead Berkowitz Pollack Brant CPA's focus on family offices, cross-border global families, entrepreneurs/closely held businesses, tax strategy/estate planning/structuring and commercial real estate (www.bpbcpa.com). The BPB Family Office serves as a multi-faceted and fiduciary based “Virtual Single-Family Office” platform that performs no wealth management or banking services. Prior to BPB, Mr. Brown served with Bernstein Private Wealth Management and as Managing Partner with HB Partners, a boutique investment bank working with high-growth commercial real estate companies and “buy-side” representation for single-family offices specific to PE and real estate. Mr. Brown served as consultant with Alliance Bernstein’s Non-Traditional Asset Strategies and continues to consult with Anschutz Investments (the Anschutz single-family office, with investments and operations in professional sports, concert promotion and entertainment (LA Lakers (former minority shareholder), LA Kings, LA Galaxy, AEG, AEG Live), hospitality (Sea Island Resort, The Broadmoor Hotel, Xanterra), natural resources, wind-energy, ranching, telecommunications and other industries.

    Previously Mr. Brown served as President of Concord Energy Holdings, a Colorado-based integrated commodity logistics and oilfield services company. While at Concord Energy, Mr. Brown focused on a senior leadership restructuring and operational turn-around of a crude oil truck hauling division, a frac-water recycle mobile treatment operation and natural gas energy marketing. Prior to Concord, he was the Founder and CEO of Radius Media Holdings, a position he held for more than 11 years. Radius Media provided a broad stratum of five operating companies that ranged from radio broadcasting, lifestyle driven events in the Colorado resort communities, a nationally focused large-format printing company with a specialty in outdoor advertising (OOH), a sponsorship/naming rights marketing agency and the management of seven digital billboards in downtown Denver.

    Brown began his career more than 25 years ago in sales management in the high tech and telecommunications industry. During the course of a decade, he worked with both established and start-up companies, as an entrepreneur and intraprenuer, in Denver, Chicago and Sydney, Australia including Cisco Systems, Alteon Web Systems (Nortel Networks) and American Power Conversion.

    Mr. Brown is an active member of Young Presidents’ Organization (YPO, www.ypo.org) in the YPO Jackson Hole Integrated and YPO Miami-Fort Lauderdale Gold Chapters, serving as past Chapter Chair of the Rocky Mountain Chapter (2018-2019) and past board member of the M&A focused, YPO Deal Network (2017-2019). Additionally, Mr. Brown served as the Member Chair for YPO Jackson Hole Integrated, Vice Chair of the YPO Personal Investing Network (2018-2020), is current Chair of the YPO Personal Investing Network (2020-2023) and Co-Chair of the two-time “Best of the Best” award winning YPO Chicago Booth School Seminar. Mr. Brown Co-Founded YPO Investing Network’s Personal Investing Forums, which have continued to grow month-over-month, with over 500+ global members and 43 global forums since April, 2019. Mr. Brown previously served on the Chief Executive Organization’s International Board (www.ceo.org), the sister organiation to YPO.

    Mr. Brown is the author of two books, “Jumping into the Parade” (2014) and “Old School with New Tools” (2015). Mr. Brown earned a bachelor’s degree from Colorado State University with a focus on political science. He and his wife Aleathia, split time between Jackson, Wyoming and Miami, Florida.

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

    SELECTED LINKS FOR THIS EPISODE

    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.

    51 min
  • Investment Banker Lowell Ricklefs On KPIs That Catapult Enterprise Value (#166)

    Send us Fan Mail

    “What does success look like?” - 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, Chairman, and COO of $120 million public company, Startups CRO, and Global VP at Rockwell.

    Lowell is a global mentor, investor board member, and CEO coach. Lowell's current business Traction Advising. Started out of his frustration when he was in a buyer's position. The investment banker model uses accounting and finance people trying to sell.

    In Lowell's words, no one hires accountants to sell products, so why hire them to sell a company? Selling and marketing a small SaaS company is more like selling a technology product than selling a financial instrument. With company buying and selling experience of more than 30 organizations, Lowell knows what internal stakeholders need to approve a transaction. As a founder and CEO, he knows what it's like to start up a company, build a product, hire employees, raise money, find customers, keep them happy and make payroll.

    Lowell leverages this experience to craft acquisitions that get the best outcome for the founders and investors in a structured way that maximizes success

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

    SELECTED LINKS FOR THIS EPISODE

    [email protected]

    Traction Advising

    Lowell Ricklefs - Founder/Managing Partner - Traction Advising M&A | 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.

    44 min

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

From the publisher's feed

Your business is your legacy, but does it own you? Most entrepreneurs aren’t ready: 


90% of exits fail, and founders leave 50-100%+ of the deal value…

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