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

March 09, 2021Former Investment Banker Now Virtual CFO Daryl Ching On How To Maximize EBITDA For Your Liquidity Event (#45)
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"You can be whatever you want to be." - Daryl Ching
Daryl Ching is the founder of Vistance Capital Advisory and an expert in structured finance. He has made numerous appearances on the Business News Network and has been quoted in major newspapers and magazines.
Daryl has over 10 years of experience in investment banking, primarily at RBC Capital Markets, and spent another 10 years working in an executive capacity, operating small businesses, raising over $50 million in equity and debt financing.
Daryl has worked in almost every facet of the financial world, gaining valuable knowledge and insights, which he now brings to the table to benefit his clients.
Daryl also served on the investment committee of Maple Leaf Angels for over a year.
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 Daryl's background as an investment background gives him an edge as a CFO
Daryl discusses the areas that most business owners overlook on the financial side
The downsides of not having a CFO help you in your business
How a virtual CFO service gives you access to top talent without the hefty costs
Why it's important to have your financial reports ready in advance of a liquidity event
How a CFO can help you in your business even if you're not having a liquidity event
What Daryl does to have a business more attractive to a buyer
The importance of succession planning
How Daryl's buy-side experience helps business owners with their liquidity event
Overlooked items in financial due diligence that you need to know
The importance of a business running without the owner
Why it's important to reduce EBITDA adjustments before your liquidity event
How a buyer views EBITDA adjustments and why this can hurt your liquidity event
Why you need a track record of at least two years of financial history
The importance of removing any room for interpretation with financial statements
Why business owners need to be upfront with buyers about EBITDA adjustments
Tax implications of keeping a business or selling a business and what you need to know
The bitter pill every business owner must swallow when selling a business
How deficiencies in your financial statements can cost you the deal
Daryl discusses the state of the market amidst the coronavirus
What you can do to position yourself for success well in advance of your liquidity event
How to seamlessly integrate a virtual CFO into your operation
‍
This podcast is brought to you by Deep Wealth. Are you thinking about a liquidity event? You have one chance to get it right, and you better make it count. The 90-day Deep Wealth Experience gives you the certainty to capture your maximum value. You'll master the 9-steps of preparation we created for our 9-figure exit.
Click here to book your free call. Learn about the 9-Step Roadmap and how you can capture the maximum value on your liquidity event.
‍
Enjoy the interview!
‍
SELECTED LINKS FOR THIS EPISODE
The Vistance Capital Website
Daryl Ching On LinkedIn
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
‍
This episode is brought to you by 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.
48 min
March 02, 2021Growth Master Mal McCallion On How To Grow And Scale Your Business Through Proven Strategies (#44)
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"The biggest focus for businesses should be about getting hyper-personal." - Mal McCallion
Mal McCallion has 30 years of experience in high-growth organizations. Mal is obsessed with elements of business that make some businesses succeed where others fail.
As part of the teams that launched both Zoopla and Primelocation and, with the experience of growing these businesses to multi-million plus valuations, Mal launched Growtion in 2015 to help businesses get on the fast-track to success.
Using a strong base of actionable strategies built around Product, Marketing, and Sales, Growtion has helped dozens of businesses execute their way to success.
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
Mal shares how he left two decades of financial services to join a startup that later sold for over $55M
How the liquidity event began Mal's obsession with systems that create massive success
The role execution plays in business success
The lessons learned from the launch and sale of Zoopla
How growth combined with execution create success
Why Mal created the Growtion system to help businesses skyrocket success
How finding a problem to solve is key to success
How to avoid common mistakes when launching a product or service
Why Product Market Fit (PMF) is key to success
The power of the 11-7-4 formula to attract new customers
How to create and re-purpose content to grow sales
Why trust is critical for attracting new clients
The power of create three packages to offer prospective clients
How to create three packages
Lessons learned from the book Thinking Fast and Slow
The power of choice architecture
Why people like the sense of control and how to give this to clients
Why you should start with 10-key features for your offering
How sales must be front-and-center in your business
Why engagement in the sales process creates sales
The power of customer reviews and testimonials
Why Growtion is built on 15 core elements
The power of becoming hyper-personal in your communications to clients and prospective clients
Why you must put the power of visualization to work for you when thinking of the future
How visualization and goals make a powerful combination
Why enjoying the journey is as important as enjoying success
‍
This podcast is brought to you by Deep Wealth. Are you thinking about a liquidity event? You have one chance to get it right, and you better make it count. The 90-day Deep Wealth Experience gives you the certainty to capture your maximum value. You'll master the 9-steps of preparation we created for our 9-figure exit.
Click here to book your free call. Learn about the 9-Step Roadmap and how you can capture the maximum value on your liquidity event.
‍
Enjoy the interview!
‍
SELECTED LINKS FOR THIS EPISODE
Mal McCallion on LinkedIn
The Growtion website
The book Thinking, Fast and Slow
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit Call
‍
This episode is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90
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
February 23, 2021Here Are 5 Of The Most Powerful Questions Every Business Owner Must Ask (#43)
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"Winners chase after good enough. Losers chase perfection - Jeffrey Feldberg" - 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.
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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
Question 1: What Painful Problem Are You Solving?
Why if you're not solving problems, you're going out of business
The power of asking your customers what keeps them up at night
Question 2: Congratulations On Identifying A Painful Problem. But Do You Actually Solve It?
Why you must forget market studies, surveys, and focus group
The two essential things solving a painful problem does for your business
How and why to ask your customers for candid feedback
Question 3: Is Your Business World-Class?
Why solving a problem isn't enough
Why your business must be world-class
The power of step 8 of the 9-step roadmap for finding skeletons in the closet and hidden Rembrandts in the attic
Why if you're not world-class, your business is a failure waiting to happen
Question 4: Does Your Business Run Without You?
What happens when your business runs without you
The power of working on the business and not in the business
Why you can create a market disruption when your business runs without you
Why you'll increase your enterprise value when your business runs without you
Question 5: Are You Doing The Right Thing?
What to look for to find out if you're doing the right thing
Jeffrey reveals two companies that solved a problem but weren't doing the right thing
What to do if you're feeling burnt out
The importance of finding the right problem to focus on so you can thrive
‍
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. 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
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.
34 min
February 16, 2021Former Wall Street Investment Banker Carl Allen On Why You Should Buy Businesses To Fuel Growth And Profits (#42)
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Episode 42 Former Wall Street Investment Banker Carl Allen On Why You Should Buy Businesses To Fuel Growth And Profits
"I have a very big why for what I do that gives me all the fuel, purpose, and drive, to focus every day to make this happen." - Carl Allen
Carl Allen is a world-class entrepreneur, investor, and corporate dealmaker who has worked on more than 330 transactions worth close to $48 billion. In his nearly 30 year career, Carl has analyzed thousands of businesses, big and small in 17 different countries across nearly every business sector, including technology, pharmaceuticals, transport and logistics, engineering, manufacturing, aerospace, consumer goods, business services, retail, professional services, financing, packaging, and corporate clothing.
Carl first earned his reputation during his 16 years on Wall Street, working for Bank of America, Hewlett Packard, Forrester, and Gartner. There he advised some of the world's largest corporations on investments, mergers, acquisitions, disposals, and restructuring, and helped hundreds of business owners raise both equity and debt financing.
Carl founded Dealmaker Wealth Society because he believes starting a business from scratch is certifiably crazy. He wanted to use his highly specialized skill set to help others realize their dream of self-employment without the long, hard, up all night slog with a 96% failure rate in 10 years, according to the E-Myth Revisited by Michael Gerber. Today, Carl is helping thousands of entrepreneurs all over the world buy existing and profitable small businesses.
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
Why Carl retired at 37 as a successful Wall Street investment banker doing multi-billion dollar deals
How Carl got into the business of buying businesses and coaching other business owners
The problem faced by the 10,000 baby boomers retiring every single day in the US
How Carl solves the problem faced by retiring baby boomers
Three common mistakes most business owners make
How Carl differentiates himself from strategic buyers
Why Carl hopes you work on the business and not in the business
The perils of working in the business when it comes time for your liquidity event
Why Carl prefers a business owner has a liquidity event advisory team, even if it means he pays more money when buying the business
The power of the SBA 7A loan program when buying a business
The three types of mindsets Carl looks for in a business owner when decided to buy a business
The three filters Carl puts every deal through before deciding to buy and how this can benefit you when selling
Why Carl thinks it's too dangerous to start a new business
How a business can grow revenues and profits through buying other businesses
The power of buying similar businesses to do a roll-out when it's time to sell your business
Why businesses that have higher revenue and profits are easier to sell and sell for more
The frightening statistics of failure rates for new businesses
Why big companies buy smaller companies instead of starting n
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.
59 min
February 09, 2021M&A Lawyer And Deal Closer Addison Adams On Everything You Need To Know About A Liquidity Event (#41)
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"I'm a lawyer that loves to close deals." - Addison Adams
Addison Adams is a lawyer that closes deals and founder of Adams Corporate Law. Addison is dedicated to providing practical and useful corporate legal advice to small businesses with enterprise values under $100M.
Addison is a legal expert in mergers and acquisitions and helps businesses buy competitors to grow by acquisition and then sell the combined enterprise. Transactions include mergers and acquisitions, spinoffs, share exchanges, and asset sales. Addison also helps companies establish appropriate corporate structures to improve asset protection and tax efficiency and prepare in advance for an ultimate sale.
When it comes to finance, Addison is a legal expert on investor offerings and helps in preparing investor paperwork, structure offerings, and assure legal compliance with securities regulators (the SEC and local state agencies). Whether you are getting capital from a friend or partner, a venture capital fund, or the general public, I will help you follow the rules.
Addison has extensive experience in helping clients resolve disagreements among owners, including partner buyouts, equity adjustments, compensation adjustments, and C-suite turnover. Addison prepares equity incentive plans to award equity to high-performing employees and handle all aspects of corporate compliance and governance obligations.
On the contracts side, Addison is an expert in preparing material contracts. A well-drafted contract will clearly spell out the business arrangement, provide protections for both sides, and clearly define remedies in the event of a breach. Every material contract should be reviewed from the perspective of a potential buyer of the business.
With over two decades of experience, and a background representing public and privately held companies from every industry, Addison provides a wealth of knowledge, experience, and wisdom for his clients. Whether your business is a low-tech manufacturer or distributor, a sophisticated purveyor of professional services, a high tech creator of software or technology, or trailblazing through legal cannabis, blockchain, or fintech, Addison is here to help you navigate the legal issues, protect you, and your business, and help you succeed to achieve your goals for growth and ultimately achieve a successful exit.
Addison was born and raised in Los Angeles and currently lives in Orange County. Married for nearly 20 years, Addison has two teenage boys. When Addison isn't closing M&A deals, he enjoys running, biking, games, and music.
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
Addison's story of how he became an M&A lawyer
Why lawyers are known as deal-killers and what to look out for
How Addison focuses on closing deals
What to look for in an M&A lawyer that closes deals
How Addison aligns the needs of the buyer and seller to provide confidence and hope
The dangers of using a non-specialist lawyer for your liquidity event
What a non-specialist lawyer typically misses in a letter of intent
The diligence Addison performs when taking on a client for a liquidity event
Granular legal items that are easy to miss but can cost you big when having a liquidity event
Why Addison prefers an M&A lawyer with the buyer, even if it means not taking ad
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.
55 min
February 02, 2021Efficiencies Expert Jason Helfenbaum On How To Increase Your ROI Through Training And Efficiencies (#40)
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"You have to empower your employees and your company to succeed without you" - Jason Helfenbaum

Jason Helfenbaum creates customized training and knowledge management solutions that address operational issues and opportunities.
As owner and founder of ClicKnowledge, Jason has worked with a wide variety of clients across numerous verticals, ranging from behavioral modification in retail pharma and sales, training in financial services, to support and training content in IT and manufacturing.
In addition to working with large enterprise clients, Jason also works with the SMB/SME market with ay focus on how by creating systems the business can become more efficient, resilient, and valuable

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
Jason's fascination with how to make a company more effective
Why Jason started ClicKnowledge
The two types of people in the workplace
Why Jason's focus is all about ROI
How business owners can have the business run without them through systems
Why business owners should not be focused or involved in operations
The importance of knowing what your time is worth
Eisenhower's four quadrants and focusing on both the urgent and important
How to find the low hanging fruit when looking for efficiencies
Why your employees are on lease and what you can do about it
The two critical questions that lead to efficiencies and a higher ROI
The three-stage process Jason created to have the business run without you
Knowing which questions to ask when thinking about a liquidity event
The power of doing things 1% better week-over-week
Proven yet simple strategies to thrive during the COVID-19 pandemic
Why questions are the key to unlocking the value in your business and the life you want
How to look after the mental health of your employees
Stockdale's principle for dealing with challenging situations
How silos in a business rob you of efficiencies and profits
Why documenting everything saves your health and catapults the success of your business
How to start documenting in a manner that isn't time consuming or expensive
Jason shares how a client-generated more revenues and success through documentation
Why ROI isn't only financial and should also include your time
How to think about a liquidity event and the questions to ask
Why the right type of training unlocks ROI and saves you time
The story behind why Jason created ABetterMe.live
How to get the best out of your employees
Why downtime is an investment in you
Simple and low-cost strategies that embrace downtime
The power of articulating your goals
Why laughter
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
January 26, 2021Successful Post-Exit Entrepreneur A.J. Wasserstein On How To Optimize Your Life For Happiness After Your Liquidity Event (#39)
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"The movie and story in Entrepreneur Land always end with the exit, but there's an epilogue. Life goes on and finding your epilogue and figuring out how you create a new structure, meaning, and identity is what it's all about." - A.J. Wasserstein A. J. Wasserstein is the Eugene F. Williams, Jr. Lecturer in the Practice of Management at the Yale School of Management. Additionally, A.J. is a private investor with a long-term orientation, interested in lower middle-market businesses and philanthropic organizations, where he can be positively impactful by using his experiences, time, and capital. Mr. Wasserstein was the President of OneSource Water, the third-largest bottleless water service business in the U.S. OneSource Water was sold to Water Logic, a U.K. based strategic acquirer, in 2016. Previously, A.J. was the founder and CEO of ArchivesOne, the third largest records management company in the U.S. ArchivesOne was sold to Iron Mountain (NYSE: IRM) after 17 years of operation. The U.S. Small Business Administration has recognized A. J. as the Small Business Person of the Year in Connecticut. A. J. wrote a book on young adulthood that was a gift to his three children. The book’s title is What Matters Most: A Young Adult’s Roadmap to Life. 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 to optimize the value of your business. You also enjoy the certainty that you capture the maximum value. SHOW NOTES
How A.J. Started in business
The opportunity institutional capital provided for A.J. to grow his business
How saying "no" to an unsolicited offer opens up a new opportunity for A.J.
Why an unsolicited offer is not the best offer
How the right investment banker makes the difference for your liquidity event
The brilliance of A.J.'s strategy of reaching out to competitors on a regular basis to talk and learn
Why the right size of investment bank makes all the difference for a liquidity event
Why you must figure out how to be the best client ever for your investment banker
A.J.'s advice on dealing with fees for investment bankers and how to create a win-win
The power of an M&A lawyer who is a problem solver and not a deal inhibitor
Why every business owner must take charge of the deal book that investment bankers write
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.
57 min
January 19, 2021Evolutionary Force Multiplier J.B. Bernstein On Success In Business, Liquidity Events, And Life (#38)
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"If you are going to spend your life running anyway, you might as well be chasing your dreams." - J.B. Bernstein
J.B. Bernstein is a "Genetically Wired Entrepreneur." Bernstein has helped fund and successfully launched businesses in Packaged Goods, Trading Cards, Digital Content, Sports, TV, Supplements, Building Blocks, & New Tech.
JB's most recent investment in AviSight, a leading drone based Industrial Inspection company, was so intriguing, he accepted the role of CEO and is ushering in a generational paradigm shift in the industry for Oil, Gas, & Power companies worldwide.
As a 35+ year veteran of the sports marketing and packaged goods industries, Mr. Bernstein has been called an “Evolutionary Force Multiplier” in business, and is widely respected for his creative problem solving and positive results.
Bernstein’s early work includes positions with Grey Advertising, Procter & Gamble, Upper Deck, and Major League Soccer before starting his own sports agency.
As founder of Access Group of Miami, LLC, he has represented some of the greatest athletes of all-time including Barry Bonds, Barry Sanders & Emmitt Smith. Bernstein was responsible for creating groundbreaking programs such as Smith’s Run With History™ which is now the standard deal in NFL for milestone marketing. J.B. also helped orchestrate Barry Bonds’ departure from the MLBPA licensing group, making him the first baseball player to successfully operate outside of their auspices.
Most notably, JB co-created The Million Dollar Arm™ contest in India, which yielded the first 2 Indian men to ever sign pro sports contracts in the US. J.B.’s story was the subject of a Disney motion picture, released worldwide on May 16, 2014. The film starred Jon Hamm as Bernstein.
J.B. serves as the chair of the Las Vegas Tiger 21 group, the premier peer membership organization for high-net-worth wealth creators and preservers, helping them navigate the challenges and opportunities that success creates. He also sits on the Board of Directors for Iqoniq and several other sports startups.
Mr. Bernstein graduated the University of Massachusetts at Amherst and has also achieved graduate degrees from USC and LSE. Bernstein currently lives in Las Vegas with his wife and daughter.
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 launch plan and certainty that you capture the maximum value.
SHOW NOTES
J.B.'s background and story
Why hunger for success is the starting point of any journey
The meteoric rise of J.B. at Proctor and Gamble
Why mentors are key for success in life and business
J.B. share stories about his mentor, Richard McWilliams who founded Upper Deck cards
Lessons learned from J.B.s first liquidity event with Upper Deck
The importance of believing and betting on yourself instead of other people
Why you must find the buyer who has the cultural alignment with your business
How every business owner must set expectations for the liquidity event itself
The importance of planning for life after a liquidity event
Why an unsolicited offer isn't usually the best offer
Why taking time off after a liquidity event is the most important action to take
J.B. shares how he became a sports agent for Barry Sanders, Emmitt Smith, and Curtis Martin
The importance of knowing where your industry is heading so you can pivot as needed
J.B. shares the story of one interaction that forever changed his career as a sports agent
How J.B. found his X-Factor to skyrocket the value of his business and created a market disruption
The power of creating your blue ocean where you have no competition and add massive value
What J.B. did to create his blue ocean in a unique way that changed
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
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Built by entrepreneurs. For entrepreneurs.
1 hr 7 min
January 12, 20215 Liquidity Event Mistakes That Will Make You Cry (#37)
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"Your acres of diamonds are right in front of you waiting to be discovered." - Jeffrey Feldberg and Steve Wells
Jeffrey Feldberg and Steve Wells are the founders of Deep Wealth. The M&A journey for Jeffrey and Steve began when they said "no" to a 7-figure unsolicited offer. Immediately, the two said "yes" to mastering the art and science of a liquidity event. Two years later, Jeffrey and Steve said "yes" to a 9-figure offer. On the process, Jeffrey and Steve increased their company value 10X.
How did Jeffrey and Steve increase their company value 10X and go to a 9-figure liquidity event?
Jeffrey and Steve created a proven 9-step solution on how to successfully prepare.
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 launch plan and certainty that you capture the maximum value.
SHOW NOTES
75% to 90% of businesses listed for sale to fail
Preparation, Or Lack Of It, Will Either Make Or Break Your Liquidity Event
Why you'll learn about your business and marketplace through preparation
How revenue and profits increase as a result of preparation
Why due diligence from you future buyer isn't enough and too late in the process
Do You Run Your Business Or Does Your Business Run Without You?
The importance of losing your golden handcuffs
Why you'll find and solve new painful problems for your customers
The power of a market disruption
Why your enterprise value goes up when it runs without you
The power of keeping a thriving and profitable business forever or selling it tomorrow
When Your Advisory Team Works, Your Dream Works
The common mistakes business owners make by using their existing lawyer
The six members of your liquidity event advisory team
Why the advisory team is not complete until you hire a Chief Exit Advisor
The role of a Chief Exit Advisor and how this individual helps you win big
Liquidity Events Mistakes Include Thinking Like A Seller Instead Of A Buyer
The power and leverage created when you think like a buyer
Understanding the different types of buyers
Why you must find each buyer's problem they are hoping your company will solve
The power of the Richter Reverse RFP to find the buyer with the best cultural fit
Liquidity Event Mistakes Include Not Finding The Hidden Rembrandts In Your Attic
Your business is world-class in at least one area and it's your mission to discover this
Why Rembrandts increase your enterprise value and keep your deal engaging for buyers
How Rembrandts help grow your business and increase profits
This podcast is brought to you by Deep Wealth. Are you thinking about a liquidity event? You have one chance to get it right and you better make it count. The 90-day Deep Wealth Experience gives you the certainty to capture your maximum value. You'll master the 9-steps of preperation we created for our 9-figure exit. Click here to book your free exploratory call.
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
The Acres of Diamonds Story
Jeffrey Feldberg on LinkedIn
Article: "5 Liquidity Event Mistakes That Will Make You Cry"
Steve Wells on LinkedIn
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit 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
December 22, 2020Holiday Podcast Special - Finding Your Acres Of Diamonds (#36)
Send us Fan Mail
"Your acres of diamonds are right in front of you waiting to be discovered." - Jeffrey Feldberg and Steve Wells
Jeffrey Feldberg and Steve Wells are the founders of Deep Wealth. The M&A journey for Jeffrey and Steve began when they said "no" to a 7-figure unsolicited offer. Immediately, the two said "yes" to mastering the art and science of a liquidity event. Two years later, Jeffrey and Steve said "yes" to a 9-figure offer. On the process, Jeffrey and Steve increased their company value 10X.
How did Jeffrey and Steve increase their company value 10X and go to a 9-figure liquidity event?
Jeffrey and Steve created a proven 9-step solution on how to successfully prepare.
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 launch plan and certainty that you capture the maximum value.
SHOW NOTES
A special podcast for Christmas and the New Year
Why Jeffrey and Steve selected the story Acres Of Diamonds
How to find your acres of diamonds
Wishing you a Merry Christmas and Happy New Year
This podcast is brought to you by Deep Wealth. Are you thinking about a 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 with a 9-figure exit. Click here to book your free exploratory call.
Enjoy the interview!
SELECTED LINKS FOR THIS EPISODE
The Acres of Diamonds Story
Jeffrey Feldberg on LinkedIn
Steve Wells on LinkedIn
The Deep Wealth Experience
Book Your FREE Deep Wealth Exit 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.
9 min