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

July 27, 2021Stellar Investment Banker Alan Scharfstein Reveals Everything You Need To Know For A Successful Liquidity Event (#65)
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"Establishing value is an art form" - Alan Scharfstein
Alan Scharfstein is the founder and president of the DAK group. A trusted advisor to thousands of middle-market business owners for over 30 years. He guides clients as they navigate strategic options for growth and expansion, as well as to pursue successful exit strategies.
Alan founded the DAK group in 1984 to address the need by middle-market business owners to have a high level of investment banking expertise comparable to what large corporations receive on Wall Street, yet able to meet their very different needs. Alan built the DAK group on catering to the nuances of the middle market.
A skilled M&A strategist, strong negotiator, and expert at transaction execution, Alan is passionate about ensuring his clients realize the maximum value for their business with each transaction Alan has personally been involved in negotiating over 650 transactions in a wide range of industries throughout the US and abroad. Mr. Scharfstein brings to middle-market M&A a unique combination of financial sophistication, large corporate, transactional and operating experience, and the skills necessary to succeed in an entrepreneurial environment.
Prior to founding DAK he served in several executive financial and manufacturing positions with PepsiCo. He was also a senior executive with Universal Folding Box, a privately held packaging manufacturer. Mr. Scharfstein is a frequent lecturer on the sale of privately held businesses, valuation, and negotiation strategies.
He has been quoted and written about in publications, such as the Wall Street Journal, Business Week, Financial Times, and Time. Mr. Scharfstein received a BS in Economics and MBA. From the Wharton School of the University of Pennsylvania and holds a series 7, 17, and 24 licenses.
Alan is an avid cyclist and believes that the steeper the climb, the more enjoyable the ride. Alan is a long time Vistage member and a top-rated Vistage speaker for over 10 years.

Interested to learn how to get the best deal when you sell your business? Attend my Deep Wealth Experience.
Over 90-days, you'll master my 9-step roadmap. You're part of a mastermind group and receive private coaching.
At the end of the 90-day,s 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.
In the words of a business owner who went through the system, "the Deep Wealth Experience was hands down, the best program I've ever participated in."
Would you like to receive The Sell My Business Podcast episodes automatically? Click here to subscribe.
‍
SHOW NOTES
Why Alan started The DAK Group
The mistakes business owners make with their liquidity events
Why an auction increases enterprise value
Why the skills that built your business and not the same to sell it
The power of looking at your business like a buyer
Why you must disclose everything to the buyer as early as possible
How to create trust with the buyer
What you must do to position your business to increase enterprise value
Why you must have a compelling vision of the future for the buyer
What you need to do when going up against private equity
Winning characteristics to look for when hiring an investment banker
Why an investment banker who's a generalist offers more advantages than a specialist
What you need to do to become the world's best investment banker client
The power of people skills and how this helps you in your liquidity event
Why cultural fit with your investment banker is vital for success
The attraction of the US market to foreign buyers
Why establishing value is an art form
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.
53 min
July 20, 2021The Case For Taking Your Company Public With Successful Entrepreneur Jon Stoddard (#64)
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"Be a giver. Not a taker." - Jon Stoddard
Jon Stoddard is a partner at Investor Acquisition Partners. For over two decades, Jon has perfected the process of raising capital from investors.
Today Jon helps businesses go public in the OTC market and has raised over $122 million.

Interested to learn how to get the best deal when you sell your business? Attend my Deep Wealth Experience.
Over 90-days, you'll master my 9-step roadmap. You're part of a mastermind group and receive private coaching.
At the end of the 90-day,s 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.
‍
In the words of a business owner who went through the system, "the Deep Wealth Experience was hands down, the best program I've ever participated in."
‍
Would you like to receive The Sell My Business Podcast episodes automatically? Click here to subscribe.
‍
‍
SHOW NOTES
Jon talks about his liquidity event
How Jon helps startups raise capital and go public
The advantages of the OTC market for going public
How Reg A crowdfunding is an option for business owners and what it means for you
What characteristics you and your business need to go public
The power of social media for helping you go public
How the heroes journey is a powerful storytelling tool for your business
Why preparation, or lack of it, will make or break your deal
How a background check on your management and employees can save your deal
The importance of company culture
What you can expect for the costs of going public as an OTC versus the traditional route
Why shares can be more valuable than cash for running your business
The importance of having fun in life and business
Why you must drop the ego to be successful
How being a giver instead of a taker welcomes success
‍
This podcast is brought to you by Deep Wealth.
When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself.
Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value by 10X.
Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.
‍
Click here to book your free exploratory call.
Enjoy the interview!
‍
SELECTED LINKS FOR THIS EPISODE
Jon Stoddard on LinkedIn
Jon's book Pitch Deck Secrets
Jon's company Investor Acquisition Advisors
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
‍
This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.
Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer. In the process, we increased the value of our company by 10X.
During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that inc
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.
40 min
July 13, 2021How Your Deal Benefits From A Strong Letter Of Intent (#63)
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"Speed always favors the seller" - 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.
SHOW NOTES
The Temptation You Must Avoid With The Non-Binding Terms In Your Letter Of Intent
Why a specific purchase price is better than a range
The importance of the structure and payment method
Three deal terms that most business owners ignore to their detriment
Why You Must Walkaway If You Buyer Insists On Walkaway Fees
Why a buyer wants a walkaway fee
Why you must walkaway from a walkaway fee at all cost
How To Deal With The Exclusivity Period Following The Signing Of A Letter Of Intent
What you can expect from your buyer for the exclusivity period
How you can leverage your power before signing the letter of intent
Why you lose your leverage once you sign the letter of intent and what you can do about it
Why You Must Do Diligence On The Time Required For The Due Diligence Period
Why you can shorten the due diligence time period
How your preparation allows you to win the day
Why preparation is key
The 3 Must Have Deal Terms In Your Letter Of Intent
Why knowing your deal points and no-fly zones help you win the day and your deal
This podcast is brought to you by Deep Wealth.
When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself.
Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value 10X.
Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.
‍
Click here to book your free exploratory call.
‍
Enjoy the interview!
‍
SELECTED LINKS FOR THIS EPISODE
Jeffrey Feldberg on LinkedIn
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
‍
This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.
Who are we and how do we know? We're the 9-figure exit guys. First, we said "no" to a 7-figure offer. Then, two years later, we said "yes" to a 9-figure offer. In the process, we increased the value of our company by 10X.
During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value.
After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business.
Our solution is resilient, relentless, and gets results. Enjoy the
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.
33 min
July 06, 2021Former Business Operator Now Successful Investment Banker Mark Herbick Reveals How To Maximize Your Enterprise Value (#62)
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"Get that quarterback who can run the game for you and don't try to do it yourself." - Mark Herbick
Mark Herbick is the founder and CEO of Pursant LLC. Pursant is an investment banking, financial, and management consulting firm that supports and executes middle-market M&A-related initiatives and helps business owners grow enterprise value.
Prior to founding Pursant, Mark was a serial entrepreneur and a buyer-seller of businesses having bought, sold, and operated over a dozen companies of his own and advise on countless strategic transactions in numerous sectors.
His businesses employed as few as a dozen people and as many as 1,400 people.
Mark grew his companies through acquisitions, strategic divestitures of divisions, and managed organic growth.
During this time as an operator, Mark found that to grow enterprise value, it was necessary to become proficient at optimizing company performance and executing strategic transactions. He honed his skills in these areas and in 2010 founded Pursant LLC.

The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s 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.

SHOW NOTES
Why business owners need to take the emotion out of a liquidity event
How a buyer views a liquidity event
Why a liquidity event is like an emotional roller coaster ride and what you can do to protect yourself
What happens if you're not prepared for the emotions of a liquidity event
What you can expect from your liquidity event
Why the skills that built your business aren't the same to sell it
The dangers of overestimating the enterprise value of your business and what you can do about it
How most business owners give away their enterprise value and what you need to know to avoid this
The difference between investment bankers that are industry specialists and generalists
Why you should look for an investment banker who is a generalist
Two things every business owner can do before starting a liquidity event
How preparation makes for a better deal and a higher enterprise value
The power of an auction during a liquidity event
Deal fatigue is real and what you can do about it
The effect of the pandemic on liquidity events
This podcast is brought to you by Deep Wealth.
When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself.
Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value by 10X.
Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

Click here to book your free exploratory call.

Enjoy the interview!

SELECTED LINKS FOR THIS EPISODE
The Pursant website
Mark Herbick on LinkedIn
Mark's email address mherbick[at]Pursant[dot]com
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.
Who are we, and how
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
June 29, 2021Mitchell Chi, A Revenue Expert With 7 Successful Exits, Reveals How To Succeed In Business And In Life (#61)
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"Life is a journey. Don't be a hitchhiker." - Mitchell Chi
Mitchell Chi is a strategist with tactical results. As a revenue expert with consistent success in driving top-line growth, Mitchell focuses on helping businesses acquire a new account and increase market share.
Mitchell has sold important launch solutions for every firm he's worked for including Apple, Oracle, and Microsoft.
'Using his proven sales approach and repeatable execution model Mitchell drives new revenues, acquires new logos, and evalangizes outcomes-based results with stakeholders, CEOs, and CFOs.
As an exceptional sales professional Mitchell was a top-five sales manager at Oracle Corporation and a top-two account executive at Infor Global Solutions.
Mitchell was a former CFO at a global fashion manufacturer, a CPA for a Big Four firm, and a former trader at Goldman Sachs

The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s 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.
SHOW NOTES
Why grit and tenacity are the keys to success
The common trait that creates the titans of business
Why you must plan for the unknown and what this one action will do for you
How everyone sells something whether you realize it or not
Why people buy from people and not companies
Why failure is a big part of creating your success
The five growing pains every successful company goes through
How the pandemic has forever changed how we buy things
Why Mitchell create Sage Professional Services and runs it like a Mission Impossible team
Why life is a journey and you can't be a hitchhiker
How successful founders release control so their companies can succeed and grow
Why business owners must let their teams fail so that the company can succeed
The importance of alignment through the entire company
How to embrace employees through transparency
Why you should not shop on price
How the 30-second rule tells you if you love your life and job
This podcast is brought to you by Deep Wealth.
When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself.
Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value by 10X.
Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

Click here to book your free exploratory call.
‍
Enjoy the interview!
‍
SELECTED LINKS FOR THIS EPISODE
Sage Professional Services website
Mitchell Chi on LinkedIn
Mitchell's email address mitchell[dot]chi[at]sageprosrvs[dot]com
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
‍
This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.
Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer. In the process, we increased the value of our company by 10X.
During our liquidity event j
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
June 22, 2021Dan Lubeck, Successful Private Equity Founder of Solis Capital, Reveals Proven Strategies To Grow Your Business And Increase Enterprise Value (#60)
Send us Fan Mail
"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 team in setting the vision and investment strategy while actively sourcing, structuring, and supporting Solis investments. Daniel has been a lower middle-market private equity investor for over 20 years. Prior to founding Solis in 2002, Daniel co-founded a leveraged buyout firm, Unique Investment Corporation.
Prior to private equity, Daniel was a transactional corporate and real estate lawyer. He co-founded a Southern California-based business law firm, McIntyre, Lubeck, Borgess & Burns after working at the national law firms, Paul Hastings, Janofsky & Walker and Manatt, Phelps & Phillips.
Daniel earned a law degree from the University of Southern California and a Bachelor of Arts degree in Economics from the University of California, San Diego.
He is the former chairman of the Southern California chapter of Young Presidents' Organization and currently serves on the board of Team Kids, a non-profit organization focused on youth community service.
The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s 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.

SHOW NOTES
Why Dan left his law practice and created Solis Capital
Why Solis Capital bets on leaders and leadership teams instead of businesses
The importance of a business running without its owner to maximize enterprise capital
How a potential buyer views a business that doesn't run without its owner
Why Solis Capital is different than a traditional PE firm
The importance of a business owner performing diligence on a future buyer
How accurate information is essential for a successful liquidity event
Why add-backs can make or break a liquidity event
What a buyer looks for when performing due diligence on a business
How a leader's view on the world impact the business
Solis Capital's "secret sauce" for investing in companies
Why business owners need to know their limitations
The importance of adopting a buyer's point of view for your liquidity event
Why most businesses struggle with the original employees as they grow and prosper
The six questions Solis Capital asks when determining the value of a company
How COVID-19 has affected the world of mergers and acquisitions
How Solis Capital views EBITDA-C
The merits of under-promising and over-delivering your financial results for your liquidity event
How transparency is the bridge that builds trust with your future buyer
The power of combining strategic and tactical thinking in life and business

This podcast is brought to you by Deep Wealth.
When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself.
Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to
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.
48 min
June 15, 2021Why You Should Run Your Business Like A Cockroach Startup According To Successful Entrepreneur and Investor Michael de la Maza (#59)
Send us Fan Mail
"Forget go big or go home. Instead, go big or be successful." - Michael de la Maza
Michael de la Maza is an agile coach by day and an angel investor by night. He has invested in 30 startups directly and another 50 through syndicates and funds. Michael invested in unicorns, Boom, Rappi, and Relativity Space at the seed stage. He is in the process of launching an angel group in Boston.
In the angel community, Michael is famous for beating former YC President Sam Altman for $100K in a five-year bet on startup valuations, making him an authority on startup valuations from zero stage to exit.
Michael holds a Ph.D. in artificial intelligence from MIT.
The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s 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.
‍
SHOW NOTES
The valuable lesson Michael learned in the dot com crash that still applies today
Why Michael prefers to invest in cockroach startups
The power of running your company like a cockroach startup
Why the characteristics of founders is everything in the success of a business
The characteristics of founders who operate cockroach startups
How nonconformity plays a large role in creating a market disruption
Why emotional resilience is often the difference between success and failure
The choice between a business being easy and growth
How the industrial age is ending and the digital age is starting and what this means for you
Why you should operate your business using the three horizons strategy
How autonomy and decision-making with your staff keeps your business quick and agile
Why improvement activities must be evidenced-based
The power of changing your outlook from "go big or go home" to "go big or be successful."
How the work landscape has forever changed as a result of the COVID-19 pandemic
How autonomy and independence requires employees with responsibility
Why as a business owner you must exemplify the behavior you want in your culture
How Michael is a coach for business owners to ensure success in their personal and business life
The one question every business owner must ask to welcome personal growth
Why the people you associate with can help you succeed or fail
‍
This podcast is brought to you by Deep Wealth.
When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself.
Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value by 10X.
Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.
Click here to book your free exploratory call.
Enjoy the interview!
‍
SELECTED LINKS FOR THIS EPISODE
Michael de la Maza on LinkedIn
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
‍
This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.
Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure of
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.
39 min
June 08, 20215 Reasons Why You’ll Be More Successful When Your Business Runs Without You (#58)
Send us Fan Mail
"Lasting business success is finding and solving new painful problems " - 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 a 9-step roadmap on how to prepare for a liquidity event.
The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s 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.

SHOW NOTES
Have Your Business Run Without So You Can Find And Solve New Painful Problems
The power of having your management team runs the day to day
Why you must work on the business and not in the business
Focus on solving new painful problems that create a market disruption
Why You'll Increase Enterprise Value When You Take The Time To Listen To Key Stakeholders
The one question to ask customers
Why you get your time and life back
The power of listening to your employees
Have Your Business Run Without You To Ensure You're Not The Smartest Person In The Room
Why your management team must be smarter than you
The case for ruthlessly focusing on removing B and C players
The power of your company vision
Why You Must Enrich Your Company Culture If You Want To Dominate And Win
Accountability from top to bottom
Identify and drive key metrics
What happens to enterprise value when the culture is built around the business and not you
Why You Must Think Like A Buyer To Drive EBITDA And Enterprise Value
The power of creating a blue ocean
Why you need proven results from your management team for your future buyer
Why you must find and remove skeletons and put out your Rembrandts for public display
This podcast is brought to you by Deep Wealth.
When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself.
Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value 10X.
Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

Click here to book your free exploratory call.

Enjoy the interview!

SELECTED LINKS FOR THIS EPISODE
Jeffrey Feldberg on LinkedIn
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the suc
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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Built by entrepreneurs. For entrepreneurs.
35 min
June 01, 2021Branding Expert Ann Fryer On How To Maximize Yoru Potential Both In Business And Your Liquidity Event (#57)
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"Always trust yourself and the value you bring to people." - Ann Fryer
Ann Fryer is on a mission to inspire you to live purposefully and invest in your future. With a people-first leadership style, Ann has always believed that the most important brand you build is yourself.
Ann guides individuals and teams to uncover their inherent purpose by nurturing and honing strengths, talents, and ambitions. By empowering others, she has created a community of professionals who are maximizing their potential.
Voted as the kindest girl in her elementary school, she has always understood that compassion and connection are the bonds that unite - making us healthier and happier in the process. For the past 20 years, Ann has been applying her storytelling and organizational excellence in a career building luxury and lifestyle brands.
Her natural ability for creating memorable partnerships and experiences that capture the imagination and spark conversation afforded her the opportunity to work with iconic brands from Johnnie Walker and Absolut Vodka to JW Marriott and W Hotels.
Ann is at the forefront of the content-driven experiential movement, and today is recognized as a thought leader in the purpose-driven landscape.
Ann is currently the Senior Vice President, Partnerships, Promotions, and Events at CBS.
Ann was born in South Africa and raised in Europe and the United States and splits her time between New York City and the idyllic New England town of New Canaan, Connecticut. She finds solace and respite in nature, conscious home design, and global exploration. Ann is a graduate of Hamilton College.

This podcast is brought to you by the Deep Wealth Experience where you learn the 9-steps of preparation 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.

SHOW NOTES
How understanding your North Star has people see you in a different light
Why simplicity is important for branding
The power of understanding your North Star as a business in regards to what's your purpose
Why branding starts with you and your core values
Start branding with your story
People buy products and services because of the story being told
Ask yourself how you're different than your competition
Ann shares the example of how everyone at NASA, including the janitor, knew the mission to put a man on the moon
Why people buy on emotion first and justify it with logic later
The power of credibility, consistency, and simplicity
Why you lose credibility as a brand when you're story is not consistent with your business
How culture plays an essential role in branding and what you can do to build a culture
How to build culture when people are working remotely
Why a liquidity event is like a marketing campaign
The power of having your audience excited about your story and brand
Why people want to understand the social impact initiative of companies
The power of planning with 30-day, 60-day, and 90-day plans
Why branding needs to include everyone in the company and not only marketing people
How an open forum for everyone in the company to provide feedback helps both the brand and culture
Why you must communicate with everyone in the company to ensure brand consistency
The power of goals for both the business and branding
Why business owners must welcome an open-door policy
Why you must trust yourself and the value you bring to those around you

This podcast is brought to you by Deep Wealth.
When it comes to your liquidity event, you have one chance to get it right, and you better ma
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.
50 min
May 25, 2021Top 100 Global Family Business Consultant and NextGen Nike Anani Reveals How To Run A Successful Family Office (#56)
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‍"Don't allow external stories to become your internal story." - Nike Anani
Nike Anani is an entrepreneur and a consultant. She was rated as a top 100 Family Business Consultant globally. She helps her clients bridge the gap between the senior and younger generations.
As a result, they communicate, collaborate, and collectively gain clarity to increase profit and productivity in their family businesses. With over a decade of family business expertise in Nigeria, Nike helps owners lead their family organizations to long-term impact and legacy.
Her inside experience as a second-generation family business owner, birthed the passion to help other families in building legacy enterprises that would outlive them.
Nike is an accountant and a top-rated family business expert, with a family business and wealth advisor qualification from the Family Firm Institute.
She is a co-founder of African Family Firms, a pan-African association of family businesses, and the host of The Connected Generation podcast.
Nike's clients chose to engage her, not only because of her extensive professional training but also because of her practical experience as both a business founder and a NextGen. This allows her to uniquely empathize with both generations and act as a connector.
Nike is a champion for diversity and celebrates the uniqueness in every individual, family, and business.
The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s 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.
‍
SHOW NOTES
Why Nike left Deloitte as an accountant to work in her family office
Why Nike create the African Family Firms
How success planning is key to long-term success
What the NextGen brings to the family office and how to leverage it
The importance of including the NextGen in conversations early on
Why the current generation must understand the new dimensions of the next generation
How the first generation are wealth creators and the next generation is risk-averse
Three questions every family office must ask for long-term success
Strategies to deal with keeping the family office or selling the business
Why empathy is key for success with all family members in the family office
The importance of honoring the new ideas of the next generation
The power of "why" questions
Why a family office must articulate its purpose
How philanthropy and impact investing is changing the landscape for family offices
The importance of planning life after the family office
The role of outside advisors to strengthen a family office
Why governance is important for the long-term success of a family office
‍
This podcast is brought to you by Deep Wealth.
When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself.
Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value by 10X.
Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.
‍
Click here to book your free exploratory call.
‍
Enjoy the interview!
‍
SELECTED LINKS FOR THIS EPISODE
Nike's website
Nike's podcast The Connected Generation
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.
40 min