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

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"When you have faith, mountains get out of your way and it'll be amazing." - Shane Boudreau

Shane Boudreau is an entrepreneur, investor, and corporate dealmaker with decades of experience buying and selling businesses. Shane has enabled hundreds of deals helped to create over $21 billion in market value.

Having started his career in entrepreneurship and consulting, Shane has analyzed thousands of businesses. Shane has taken the skill set, and knowledge advising some of the world's largest corporations and now provides advisory M&A services as well as helping business owners with equity and debt financing.

VestIn Capital Group was started in 2020 to empower entrepreneurs and investors worldwide to realize a life they've always dreamed of and give them the tools to achieve it. 

Entrepreneurs are guided on how to stage their companies for long-term success and maximize ROI. 

Shane applies his experience to vet and stage companies for the highest multiple possible for the perspective sectors.

In addition to providing capital, VestIn capital provides a support structure for its partners for investments that span a wide range of industries and locations. 

VestIn capital provides a support structure to its partners for investments, spanning a wide range of industries and locations. 

VestIn Capital assists both entrepreneurs and investors on businesses up to $25 million in revenues.

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

• How Shane created and sold a machine-learning algorithm for analyzing companies
• Shane discusses his successful liquidity events
• Why it's important to stage your company in anticipation of a liquidity event
• How most business owners don't prepare for a liquidity event and lose either the deal or value
• How the COVID-19 pandemic has changed the business landscape
• Why a business runs without the owner for the highest enterprise value
• How business owners have difficulties adjusting as an employee after the liquidity event
• Why Shane will pay more for a business that runs without its owner
• The fatal mistake most business owners make when presenting to the future buyer
• Why business owners must take themselves out of the picture entirely
• How the proper mindset of the business owner helps increase enterprise value
• Strategies on getting to know your future buyer to help leverage negotiations
• Why a sign of desperation by a business owner can destroy enterprise value
• The importance of taking your emotions out of the liquidity event negotiation
• Why honest and complete transparency is the best approach, even when discussing failures
• What you can do to create a presentation that captures the imagination of your future buyer
• How to create excitement between the business owner and buyer for future endeavors
• The importance of sharing your ideas with others instead of keeping them to yourself
• Why faith helps you move mountains

‍

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.  

‍

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

"We are about Success To Significance through Selling To Strategics." - Rob Follows

STS stands for Success To Significance through Selling To Strategics. STS’ mission is to be the best sell side advisor in the world, and to support entrepreneurs and family business owners maximize value on their journey to an Extraordinary Exit. 

Rob Follows is driven to helping entrepreneurial business owners achieve maximum value when the right time comes to sell. He has a passion for helping people live their vision and wants to help other entrepreneurs achieve full value for their business.

Today, Rob has been involved with or led over a thousand M&A transactions with a total transaction value of over $100 billion. As well as being CEO and founder of STS Capital Partners, Rob is also the founding Chairman of Altruvest Charitable Services, a Canadian charity that provides training and tools to improve the performance of charitable organizations so they can give more to their causes.

Rob is a true believer in contributing leadership. He has held various roles with Young Presidents’ Organization and World Presidents' Organization, including founding chapter chair, former Chair of the Global Deal Network, Founding Chair of the Executive Committee of the Social Enterprise Networks, serving on the networks committee of the international board of YPO for over five years and contributing to over 100 events as a YPO best of the best premier speaker.

Rob is also an extreme adventurer. When Rob summited Everest on May 24th, 2006, he became part of an elite group of people who have climbed all Seven Summits. His adventures also include skiing the North and South poles. Canoeing the Nahanni River in the Canadian Arctic.  The first international descent of the Onan River on the Siberia/Mongolia border. Completing the 250-kilometer Gobi Desert Ultra Marathon and 110-mile Trans Rockies Challenge. Rob has practiced deeper meditation and mindfulness with the Tibetan monks at the Kopan Monastery in Nepal, Tiger's Nest Monastery, and other monasteries in Bhutan.

Rob's academic accomplishments include a BA with distinction from the University of Toronto; an LL.B from Osgoode Hall Law School at York University; a certificate in Not-for-profit management from the University of Toronto and Sheridan College; the Arbor Award from the University of Toronto as an international leader in corporate philanthropy; a master's degree from Oxford University's Saïd Business School in Advanced Strategy and Corporate Philanthropy. He was also honored by being identified as one of the "Group of 175": the 175 most visionary and philanthropic living graduates in the history of the University of Toronto.

Today, Rob Follows and STS Capital Partners is presented to you by Deep Wealth.

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 importance of knowing the difference between a sell-side advisor and an investment banker
• Rob shares how he had the largest independent marketing services business in Canada
• How Rob sold his business for 27 times EBITDA to later learn his  buyer would have paid 100 times EBITDA
• Why Rob created STS Capital Partners as a result of his experience
• STS Capital stands for "Success To Significance" through “Selling To Strategics”
• The advantage of sell-side advisory that business owners won't find anywhere else
• How financial buyers, VCs, Private Equity, and SPACs  look for death, disease, divorce, disability, disenchantment, and disintermediation to buy as low as they can to aim to buy low from entrepreneurs and sell high to strategic buyers
• How you too can “Sell To Strategics”

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

"Businesses fail because they lack a proven and powerful business model." - 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

• A Proven And Powerful Business Model Unlocks Both EBITDA And Enterprise Value
• The power of recurring revenue
• Why long term contracts that are exclusive drive up enterprise value
• How the holy grail of business models is revenue sharing
• Private Equity Strategies Include Having Tremendous Growth Potential
• Why every business owner should create a blue ocean
• The power of being world-class when solving a painful problem
• How a growing marketplace must be front and center when looking at your business
• At The Heart Of Private Equity Strategies Is A Talented And Proven Management Team
• How a proven management team has your business run without you
• Why accountability is the key to success
• Why you must ensure you have successors for your CEO
• Why A Culture Of Accountability Is A Key Ingredient For Increasing Enterprise Value
• How accountability embedded in company culture eliminates arrogance
• Why performance reviews unlock EBITDA and enterprise value
• The power of regular employee surveys
• Why Private Equity Strategies Leverage A Foundation Of Strong Financial Systems
• The importance of financial measure that every employee knows
• How employees having the empowerment to adjust their performance drives EBITDA
• Why some form of employee ownership drives EBITDA

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

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

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

"You can be both vulnerable and strong." - David Lewis

David Lewis is a fifth-generation entrepreneur. He has lived the highs and lows of building a truly great company. 

Early in his career, David ran two companies, a publishing company, and a printing company. With the printing company, David struggled to find the balance of raising a small family with the energy required to take a company to the next level.

After discovering EOS and exploring the model, David realized that had something like EOS existed, he wouldn't have been forced to choose between his children and his company.

Now, David’s passion is working with entrepreneurs to help them get what they want from their businesses and not be forced to make the difficult choice that David did. 

David is a trained coach for both individuals and teams, and he brings those skills and his positive energy to his dynamic and spirited session days with his EOS clients.

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

• How David became an Entrepreneurial Operating System (EOS) Implementer
• The 136 issues most business owners struggle with
• How the EOS system is simple but effective
• The six-components of the EOS system
• EOS Component #1 is vision
• Why vision plays a large role in a rich and thriving culture
• The importance of aligning everyone to the same vision
• EOS Component #2 is people
• The importance of having the right people on the right bus
• Why you won't achieve your vision unless you have the right people working in the right area
• The importance of identifying core values
• Why you should re-create the structure of your business on paper and see how it lines up in reality
• EOS Component #3 is data
• Why data creates discipline, accountability, and leadership
• EOS Component #4 is challenges/issues
• How to create a culture of transparency to speak openly about issues
• In most businesses, 80% of the issues are from people issues
• The power of "Identify, Discuss, and Solve" (IDS)
• How the right person wrong seat and wrong person wrong seat creates problems
• The challenge of either reassigning or removing people and the reward
• David shares a case study of what happens when the wrong person remains in either a role or business
• EOS Component #5 is process
• Why you must document core processes to remove errors
• The power of a one page document with five to seven steps that outlines the process
• Why a clear process is a competitive advantage that wins new business
• EOS Component #6 is traction
• How traction is above getting things done in 90-day intervals
• EOS calls 90-day business priorities "rocks"
• The power of a meeting pulse which is a weekly leader meeting to review the rocks

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

"Keep your head above the clouds and focus on bettering you the people around you to welcome success." - Andrew Rush

Andrew Rush has a history of improving financial results through optimizing the collaboration of teams and developing more effective senior leaders by focusing on the culture and behaviors required to be successful. Andrew has been a consultant and a leader in turnaround situations and led companies that were recognized as being one of the top 50 best managed privately-owned companies.

Andrew does professional speaking and training engagements for small and large groups across North America, covering the topic of performance and cultural alignment: aligning your team to increase the predictability and profitability of your business. Some of the groups that he has been asked to speak with include the Chief Executive Network, TEC, Vistage, Mackay CEO Forum, Industrial Exchange, Business Transaction Forum, and Presidents of Enterprising Organizations.

Andrew has been interviewed for Forbes Magazine and appeared in numerous webinars and podcasts for North American and European audiences. Andrew started his career with Carpedia in 1997. From there, he went on to various companies in the building materials, aluminum, and construction industries as Vice President of Operations, Vice President of Sales, General Manager, and President.

He has held leadership positions in companies with 25 to 1,200 employees in unionized and non-unionized environments for both publicly traded and privately held firms. He returned to Carpedia in 2017.

Andrew also focuses a large amount of his time trying to align his three children aged 17, 15, and 11. This audience is usually his most challenging.

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

• How to unlock improved profitability
• How processes play into increasing EBITDA
• Why preparation years in advance for a liquidity event is essential for success
• How the management team plays an essential role in the success of enterprise value
• Why Carpedia does a two-week diagnostic on a business before starting
• A study from Gallup suggests 7 of 10 managers are incapable
• Why 40% to 60% of a manager's time is in reactive mode
• How having managers focus on proactive time can lift an entire business
• Why only 1% of a manager's time focuses on proactive time, which is only 7 minutes a day
• The power of increasing proactive time from 7 minutes to 40 minutes a day
• Why culture plays a large role in EBITDA
• How business owners may be a problem in the culture of a business and what can to do about this
• Why recognizing employees goes a long way to increase culture and productivity
• How being more humble as a business owner improves culture
• Two blind spots that most business owners have and don't realize
• A case study of how a construction company increased EBITDA by improving proactive time
• The impact of COVID-19 on culture
• An important area that business owners are overlooking with their culture and COVID-19
• How to enrich your culture even when employees are working

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

"We are now back to the go-go days of M&A" - Peter Kubasek

"Tax changes coupled with desire to personally de-risk is driving an active market" - Josh Curtis 

"The best thing you can do to avoid deal fatigue is preparation" - Michael Butler 

Peter Kubasek is founder and managing partner of ArkMalibu. Peter has been closely involved in more than 500 merger and acquisition projects ranging from $2 million to over $1 billion in sales, representing billions in transactional value. Peter brings a vast background of knowledge and understanding to every engagement in which he is involved. His success stems from his ability to identify the core needs of his clients, developing creative solutions, and applying sound analytical and negotiating skills to each engagement. He has advised clients on preparing for exit, valuations, divestitures, and financing options in a variety of areas, including 3D printing, technology, services firms, communications, manufacturing, consumer packaged goods, and distribution.

Josh Curtis is managing director at Footprint Capital. Mr. Curtis advises business leaders in ownership transitions, and liquidity events, including sell-side and buy-side transaction engagements. As well as succession planning, strategic growth, management buyouts, ESOP formations, capital raises, and leveraged recaps. Mr. Curtis began his career at Fifth Third Bank, where he held several positions in commercial lending, including relationship manager. In this role, Mr. Curtis served companies with sales ranging from $5 to $500 million in central Ohio.

Michael Butler is a senior director at Footprint Capital. Michael is responsible for leading the sell-side and buy-side engagements with business owners. In addition, Michael cultivates relationships with clients, prospects, centers of influence private equity firms, and family offices. Michael's previous roles include auditor and consultant with a big four accounting firm, corporate executive with an insurance and financial service group, president of a securities broker and dealer, venture capital partner, business owner, angel investor, and board member.

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 M&A activity is back to pre-pandemic levels and will likely be one of the best years ever
• The importance of preparing before your liquidity event with a resource like the Deep Wealth Experience
• Why you must find an investment banker who goes beyond the normal process and helps you prepare
• The importance of developing "green shoots" and focusing on key areas in your business
• Understand that a liquidity event takes time, even with the best investment banker
• Why investors are ready to get "back to business"
• The importance of giving investors a reason of why your business is back to normal
• How you can leverage EBITDA-C
• Understanding why investors look at EBITDA-C and what you can do to support your thesis
• Why investors are hungry for transactions
• How to be the world's best client for an investment banker
• Why your attitude is as important as your financial statements
• How being willing to take advice and respond fast is essential for success
• Why "deal fatigue" is real and what you can do about it

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

"Enjoy your journey because this is where the magic happens" - Waleuska Lazo

Waleuska Lazo, the creator of the 28-day online course FMTG The Gratitude Experiment, is a passionate, expressive, serial entrepreneur and mother of two. Born in Nicaragua, Waleuska immigrated to Canada with her family as a teen. She earned a bachelor of arts degree and a Master's degree in Criminal Justice from the University of Toronto.

Waleuska splits her time between Miami and Toronto, Canada. In 1995 Waleuska was one of the co-founders of Embanet a pioneering e-learning provider of higher education solutions and services. After selling Embanet in 2007, Waleuska co-founded the Magnum Opus Group, which is a real estate company that builds homes for discerning buyers.

In 2011 Waleuska founded Dream Catcher Print a book publishing venture through which she has published a series of books about real-life heroes for young readers and books on personal transformation for adult readers.

Works include The Gift of Bravery: The Story of Ellie Cohen, Confessions from a Mom to Her Child, and her memoir, The Best Worst Thing That Happened to Me.

Having transformed thousands of lives through The Gratitude Experiment. Waleuska's latest book is The Gratitude Blueprint: The Ultimate Strategy For Extraordinary Happiness.

Waleuska attributes her success to leading a life that is focused on service and helping others. 

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

• Waleuska shares the emotional challenges experienced after her 9-figure liquidity event
• The importance of  a "why" in creating fulfillment
• How Waleuska created The Five Minutes To Gratefulness (FMTG) system to heal herself
• Why the FMTG has transformed thousands of lives with people from over 83 countries
• How a practice of gratefulness helps you learn a new habit in 28-days instead of 66 days
• The extraordinary results people received from Waleuska's FMTG system
• Why gratitude shifts your focus to unleash creativity and success
• The science behind FMTG with epigenetics, neuroplasticity, and heart-brain coherence
• Why people focus on heir problems instead of what's working and what to do about this
• How stress robs your body of energy and creates illness
• What negative thoughts do to your brain and emotions to take you off your top performance
• How to teach your body to feel grateful through gratefulness and meditation
• The correlation between energy and frequency that shapes your experience
• Why your inner thoughts become your outer world
• How to liberate yourself when you drop the "victim" mentality and take responsibility
• The importance of surrendering to external circumstances and the benefits you receive
• Why forgiveness is essential to restore your passion and purpose
• How gratitude helps you enjoy your business journey and elevates your life
• The importance of strengthening your "bounce muscle"
• Why you must realize that other people's actions are not personal
• How gratitude helps you create the type of life and legacy you desire
• How gratitude helps you dominate and win in your liquidity event
• Why gratitude makes a difference when going through due diligence
• The power of a mastermind group to help transform your life
• The special offer The Sell My Business Podcast audience when you buy The Gratitude Blueprint book
• How to enrich your company culture through Waleuska's FMTG system
• How gratitude helps employees be calmer and happier
• Why happiness is

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

"For success in life and business always go the extra mile" - 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 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

• EBITDA Adjustment 1: Why EBITDA Adjustments For Lifestyle Expenses Will Increase The Value Of Your Business
• Season tickets, charitable donations, travel, properties, and excess machinery are typical examples
• The dangers of EBITDA adjustments that are too aggressive in the areas of marketing and R&D
•  EBITDA Adjustment  2:  Not Accounting For Intercompany Accounting Is Asking For Trouble
• A horror story you want to avoid at all costs
• How step 8 of the 9-step roadmap helps you with EBITDA adjustments
• How this EBITDA adjustment mistake can cost you the deal
•  EBITDA Adjustment  3:  EBITDA Adjustments That Have You Crush It And Win Includes Your Salary And Bonus
• Many business owners have a large salary and bonus
• How you can increase EBITDA and enterprise value
• The importance of having a management team to run the business so you can work on the business
•  EBITDA Adjustment  4:  Do The Smart Thing And Ensure Your Rent Falls Within Market Norms
• Many business owners own the building the business operates out of
• Tax strategies that you have you charge a higher rent to decrease profits of the business
• The importance of creating a lease with your business that is at fair market rent
• Why you want to keep your building and not sell it during the liquidity event
• EBITDA Adjustment  5:  Increase Your Enterprise Value With EBITDA Adjustments For Repairs, Maintenance, and Inventory
• The importance to normalize repairs, maintenance, and inventory
• Why you must not be too aggressive with inventory levels
• How keeping inventory levels at industry standard levels increases EBITDA

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 Lin

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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"All successful people have a humongous desire for success and making a difference." - Colette Streicher

Colette Streicher has dedicated her life to researching the quickest and most effective ways to leverage the human mind for success and joy. In 2013, Colette discovered a unique approach that revolutionizes the field of psychology and peak performance called the Make Anything Possible (MAP) method.

As the founder of the MAP Coaching Institute and MAP method, Colette brings a unique coaching program that helps everyone make anything possible in their lives. The map method includes a proprietary unlearning process that teaches the brain to easily and quickly rewire itself. 

Colette is the author of the number one Amazon international bestselling book, Abundance On Demand. For the past two decades, Colette has studied the most cutting-edge tools in the field of mental and emotional management and personal growth. 

As a private coach, Colette is the secret weapon of peak performers, top athletes, CEOs, and business leaders. Colette helps soul-driven entrepreneurs leverage the power of their mind to be happier, make more money, and realize their vision while making the world a better place.

The Sell My Business Podcast is brought to you by Deep Wealth.

The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-days, you have a blueprint for optimizing the value of your business. You also enjoy the certainty that you capture the maximum value.

SHOW NOTES

• How Colette created a new method in the field of psychology that helps create success
• The Make Anything Possible (MAP) method neutralizes mental and emotional blocks to success
• Why the quality of your life depends on the quality of your decisions
• How science confirmed that unconscious mind knows the answer 7 seconds before the conscious mind
• Most people make 75,000 every day
• Why your beliefs affect your decisions
• How awareness is the first step to make better decisions
• Colette shares how one client lost $1M seven times based on faulty beliefs
• Why beliefs are thoughts that happen automatically in your mind
• How the MAP method clears and neutralizes negative thoughts and beliefs
• Why there are no emotions attached to a thought that is neutralized
• Science supports that everything is energy, and in the quantum field
• What you think about affects the quantum field, which encompasses everything
• Why your inner thoughts affect your outer world
• How stress reduces your ability to think
• Why meditation is a powerful tool to reduce stress and help you make better decisions
• The importance of meditating first thing in the morning before getting out of bed
• Why meditation empties your worry bucket for the day
• How a state of gratitude and appreciation is the gateway to ideal decisions
• The importance of showing gratitude every day, even for small things
• Why your ability to surrender to the situation is the starting point to realize success
• How Colette's best-selling book, Abundance On Demand, is a great step to learn about the MAP method
• Successful people are successful because of the larg

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 feel like Superman when I come in and I'm able to help entrepreneurs go from paper wealth to liquid wealth." - Nick San Filippo

Nick San Filippo is a partner and member of Lowenstein Sandler’s Transactions and Advisory Group.  Lowenstein is a national, full-service, law firm with over 375 lawyers based in New York City, Palo Alto, New Jersey, Utah, and Washington, D.C. The firm represents leaders in virtually every sector of the global economy. 

Nick has over 25 years of experience working on behalf of high-stakes entrepreneurs and corporate clients. He combines his specialized legal knowledge with strategic thinking, creative solutions, and a deep understanding of the makings and monetization of a successful business. He works side by side with the C suite as both legal and business advisor at every stage of a company’s life cycle, helping clients leverage business opportunities, minimize risk and create a culture focused on maximizing enterprise value. 

By integrating his role as outside general counsel with his extensive M&A experience, Nick is uniquely qualified to guide companies from successful operations to a successful exit.  Nick brings the same passion to client service as he does to his golf and paddle tennis game - he is focused, leaves nothing on the table, and takes every reasonable action to succeed. 

A different type of attorney, Nick dedicates two full days a month to personal and professional growth as a member of both Vistage and Tiger 21.  

A constant learner, Nick regularly places himself in rooms where he can gain a deeper understanding of the mind of the entrepreneur.  These experiences make Nick a true trusted advisor, business, and legal counselor whether he is working on behalf of his clients or on behalf of the Firm as Chair of Lowenstein Sandler’s Strategic Planning Committee or as a member of the Firm’s Executive Board.  

Please note that the information provided is intended for a general audience and is not legal advice or a substitute for the advice of competent counsel, the content reflects the personal views and opinions of the participants.

The Sell My Business Podcast is brought to you by Deep Wealth.

The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-days, you have a blueprint for optimizing the value of your business. You also enjoy the certainty that you capture the maximum value.

SHOW NOTES

• How Nick became an M&A lawyer
• Why Nick feels like Superman when helping business owners complete a liquidity event
• Common mistakes most business owners make and what you can do about it
• How Nick increases enterprise value when serving as general outside counsel
• How Nick has a deep Rolodex of advisors to help a business owner prepare for a liquidity event
• The importance of receiving the right types of referrals for advisors
• Why your current advisors may not be the right ones for your liquidity event
• How a business owner can prevent a failed deal by preparing years in advance for a liquidity event
• The importance of an internal due diligence audit before starting a liquidity event
• How business owners trade their health, time, and money by not preparing in advance
• Why a liquidity event is like a full-time job if you don't prepare in advance and what you can do about it
• Why you're at significant risk when you don't have the best M&A lawyer when dealing with sophisticated buyers
• How you can protect yourself from PE firms a

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.