Send us a text "Welcome achievement and success when you expect the unexpected" - 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 ...
Dec 08, 2020•35 min•Season 1Ep. 34
Send us a text "Never lose that zest for life." - Stevie Aylsworth Stevie Aylsworth has been making a difference in the recruitment world for over 15 years. He has created and led recruitment teams that have delivered well over a thousand placements globally. His experience in sales and management is crucial in shaping TriSearch as one of the industry leaders in innovative recruitment. Built on the principle of providing talents recruitment with intention, TriSearch is a full-service talent solu...
Dec 01, 2020•41 min•Season 1Ep. 33
Send us a text "Always be able to take care of yourself." - Alison Winter Alison Winter is the Co-Fonder and CEO of Gracious Exit LLC, a web-based resource for individuals and families to prepare for the end of life. The workbooks and articles and resources provide the roadmap to navigate this last stage of one’s like, and do it in a way that is positive, eliminates a burden for those left behind, and leaves a full picture of one’s positive contributions. In 2006, Alison retired from Northern Tr...
Nov 24, 2020•45 min•Season 1Ep. 32
Send us a text "Successful people focus on progress and not perfection." - 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. ...
Nov 17, 2020•39 min•Season 2Ep. 31
Send us a text "Trust is the backbone of everything that we do because we are focused on that end result" - Josh Curtis "The one thing we can attribute our high success rate to, is we do our homework upfront." - Michael Butler 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 for...
Nov 10, 2020•45 min•Season 1Ep. 30
Send us a text "Treat your people well, pay your people well and over bonus them when you can. Create a great culture and do whatever you need to do to have your people happy." - Berry Meyerowitz Berry Meyerowitz is the Co-President of the Quiver Group of Companies. Quiver focuses on the financing, acquisition and global distribution of feature films and television series. Berry was the former President of Momentum Pictures, focused on distributing films and television series in the U.S. and aro...
Nov 03, 2020•45 min•Season 1Ep. 29
Send us a text "If you're not feeling fulfillment in your life, all that other stuff doesn't matter?" - Dr. Brian Doorek Dr. Brian Dooreck is a Gastroenterologist in South Florida who works with select individuals and C-suite leadership teams focusing on “actionable accountability” — aimed at measurable “outcomes and results.” Dr. Dooreck completed a post-Baccalaureate while at the Harvard School of Public Health before earning his medical degree from the Sackler School of Medicine at Tel Aviv U...
Oct 27, 2020•42 min•Season 1Ep. 28
Send us a text "Taking chances on average over time, if you're smart about it pays off and pays a dividend." - Mike McDonald Dr. Michael McDonald is a professional financial economist with a PhD in finance, and a significant background working in finance including a decade on Wall Street and in various corporate finance roles. His consulting clients have included Fortune 500 firms, banks, hedge funds, asset managers, and government agencies. Michael prides himself on being adept at identifying a...
Oct 20, 2020•43 min•Season 1Ep. 27
Send us a text "If you prepare, then you have a much better chance of capturing the multiple that you desire to get" - Peter Kubasek Peter Kubasek is Founder and a 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 f...
Oct 13, 2020•48 min•Season 1Ep. 26
Send us a text "We lose sight of the fact that we start companies to convert our sweat and treasure into valuable equity. One day we will sell to someone, so that we can fund our family's wealth goals." - George Sandmann George is the CEO CoreValue Advisor Software. An attorney by training, George is an entrepreneur with almost 30 years experience starting and growing companies. George joined CoreValue Software in 2013, and in 2017 founded his current company, creating a complete business consul...
Oct 06, 2020•39 min•Season 1Ep. 25
Send us a text "Trust in the path you're on." - Peter Gudmundsson Peter Gudmundsson is the managing director of Longship Partners. Until recently, Peter was the CEO of the Pet Loss Center, a fast-growing leader in pets, memorialization and cremation services. Previously, Peter was the president and CEO of RecruitMilitary, the leading veteran hiring solutions company that he bought with an investor group in 2013. RecruitMilitary helps companies attract and retain high quality veteran employees an...
Sep 29, 2020•40 min•Season 2Ep. 24
Send us a text "The natural evolution of entrepreneurs is we go from learn to earn to return" - Ben Richter Benjamin Richter is the founder and CEO of Bradford Airport logistics and Bradford Swissport Logistics. Bradford is both the US and global leader in secure airports, terminal logistics. The company has earned a reputation for innovation and operational excellence. Under Benjamin's leadership skills over the past 19 years, Bradford has almost singularly carved out and pioneered the US domes...
Sep 22, 2020•47 min•Season 1Ep. 23
Send us a text "Everybody has it within them to do amazing things and it comes down to how we communicate" - Deva Neely For over two decades Deva Neely has been a Voice Specialist. Deva has worked her magic with people of all skill levels in the entertainment and corporate worlds. She is a former teacher turned Empowerment Coach. Deva gives back to the community through working with youth on leadership skills. When it comes to youth, Deva promotes mental health awareness and suicide prevention. ...
Sep 15, 2020•42 min•Season 1Ep. 22
Send us a text "In M&A every mistake you make takes your hard-earned money and puts it in your buyers pocket." - Jeffrey Feldberg and Steve Wells Jeffrey Feldberg and Steve Wells are the founders of Deep Wealth. Deep Wealth is an M&A advisory services preparing business for their exits. Deep Wealth has two mandates for business owners. First, showing business owners how to protect themselves on their exits. Second, enabling business owners to maximize enterprise value. Feldberg and Wells...
Sep 09, 2020•41 min•Season 1Ep. 21
Send us a text "My most important role is the CEO of this company is finding good people to join our team" - Richard Kopman Richard Kopman, is cofounder of the FinTech startup, Pllenty Inc. and serves as the chief executive officer. Richard plays an integral role in Pllenty's product, business development and strategic planning. Kopman is a 25-year veteran of the IT industry and has worked with clients in a wide variety of sectors. He has a hand on approach to managing client engagements. Kopman...
Sep 02, 2020•48 min•Season 1Ep. 20
Send us a text "In order for us to help others, we need to first help ourselves. " - Rolando Gadala-Maria Rolando Gadala-Maria is Founder and CEO of Visage Capital Group. Rolando has more than 35 years of experience as a serial entrepreneur. He brings a unique set of skills and experience that include founding new businesses, investing and restructuring existing businesses, Mergers and Acquisitions, business strategy, and business growth models. Rolando and his team created a proprietary deep an...
Aug 26, 2020•39 min•Season 1Ep. 19
Send us a text "What matters for me and what I've learned over the last 14 years is that I helped other people be successful. " -Joel Lessem Joel Lessem has over 25 years experience in successfully accelerating revenues and growth of businesses. Under his leadership, Firmex is rapidly becoming a standard for sharing large volumes of highly confidential and sensitive documents for corporate transactions, litigation and compliance. Firmex is a rule of 40 business delivering strong investor returns...
Aug 19, 2020•39 min•Season 1Ep. 18
Send us a text "The secret for a happy and fulfilled life is having your company run without you." - Jeffrey Feldberg and Steve Wells Jeffrey Feldberg and Steve Wells are the founders of Deep Wealth. The mission of Deep Wealth is to prevent business owners from getting ripped off on their exit. Experiencing their own 9-figure exit, Feldberg and Wells know a thing or two about about exits. Business owners are dreamers, the make-it-happen people, and the change-makers. It's us, the entrepreneurs w...
Aug 12, 2020•36 min•Season 1Ep. 17
Send us a text “Good CEOs are an inch deep and a mile wide. CEOs need to hire people that are a mile deep and an inch wide in everything.” - Saud Juman In his more than 20-year career as a business owner and entrepreneur Saud Juman has worked through every possible business challenge in a variety of industries from designing unique products, developing new markets, creating corporate culture plans, recruiting and building a world class team. Navigating through significant growth, change, and exe...
Aug 05, 2020•49 min•Season 1Ep. 16
Send us a text “A speech may last 60 minutes. Its impact can last forever.” - Martin Perelmuter Martin Perlmutter is an unapologetic idealist. Martin is passionate about people and ideas. And after 25 years in the speaking industry, Martin believes a great speech can be a catalyst for change. Before co-founding Speakers’ Spotlight, Martin was a corporate lawyer at a prestigious international law firm. While he realized early on in his career that he needed to do something more entrepreneurial, h...
Jul 29, 2020•42 min•Season 1Ep. 15
Send us a text JP Pawliw-Fry On How To Perform Under Pressure And Win On Your Exit "I don't believe in luck. I believe in preparation and courage." - JP Pawliw-Fry JP Pawliw-Fry spent the past 20 years helping individuals lead and innovate under pressure in the most extreme situations. JP has worked with Olympic, NBA and NFL teams, some of the world’s biggest brands (like Goldman Sachs and Intel) as well as the US Navy and the CIA. JP has witnessed from the front lines and researched what it tak...
Jul 22, 2020•45 min•Season 1Ep. 14
Send us a text 6 Mergers And Acquisitions Myths Your Future Buyer Wants You To Believe "Show us your exit team and show you your future." - Jeffrey Feldberg and Steve Wells Jeffrey Feldberg and Steve Wells are the founders of Deep Wealth. The mission of Deep Wealth is to prevent business owners from getting ripped off on their exit. Experiencing their own 9-figure exit, Feldberg and Wells know a thing or two about about exits. Business owners are dreamers, the make-it-happen people, and the chan...
Jul 15, 2020•39 min•Season 1Ep. 13
Send us a text Doris Valade On How To Create A Successful Exit "As entrepreneurs we don't see risks, we see opportunities." - Doris Valade Doris Valade is a high performing operations-management business professional. Doris sold her business, Malabar Super Spice Company, in 2018. Malabar Super Spice is a company that Doris built from the ground up. With almost four decades of experience, Doris now helps companies maximize business results. SHOW NOTES The importance of finding and solving a busin...
Jul 08, 2020•27 min•Season 1Ep. 12
Send us a text Dr. Michael Varenbut On How You Can Survive, Pivot, And Change "We survived, pivoted, and changed." - Dr. Michael Varenbut Dr. Michael Varenbut, is a physician and an entrepreneur experienced in building world-class healthcare companies and organizations with a strong social purpose. Michael endeavors to combined his knowledge of healthcare with his business acumen to create healthcare companies that benefit all stakeholders. SHOW NOTES How health-care is transforming from in-pers...
Jul 01, 2020•41 min•Season 1Ep. 11
Send us a text Klaus Meyer On Strategies That Help You Win During A Pandemic "Calling on entrepreneurs, society needs you" - Klaus Meyer Klaus Meyer is a professor of international business at the Ivy business school at the University of Western Ontario. He joined in 2017 after six years at the China Europe international business school in Shanghai. Dr. Meyer is a leading scholar in the field of international business, especially with foreign entry strategies in emerging economies. He's publishe...
Jun 24, 2020•38 min•Season 1Ep. 10
Send us a text Don Gleason On Strategies That Help You Win During A Pandemic "Challenging times are a golden opportunity for a reinvention of your business. " - Don Gleason Don Gleason has an extensive background in strategic planning, sales management, marketing, and the customer experience. As a consultant for two decades, Don helps businesses launch, turn around, or achieve exponential growth. As a hands-on executive, Don leads companies through a critical path that focuses on launching produ...
Jun 17, 2020•30 min•Season 1Ep. 9
Send us a text Doris Valade on Leadership In Challenging Times, COVID-19, and Finding Opportunity "One of the strengths of entrepreneurs is that we don't see risks" - Doris Valade Doris Valade is a high performing operations-management business professional. Doris sold her business, Malabar Super Spice Company, in 2017. Malabar Super Spice is a company that Doris built from the ground up. With almost four decades of experience, Doris now helps companies maximize business results. SHOW NOTES Why ...
Jun 10, 2020•27 min•Season 1Ep. 8
Send us a text Michael Kalles is the president of Harvey Kalles Real Estate Brokerage. Michael's vision and leadership are a large part of the continued success of the company. For three decades, Michael has built the company from $147 million in gross sales to almost $2.5. One of Michael's core values is giving back to the community. Kalles Real Estate supports over 250 charitable organizations. Unlock Your Lucrative Exit and Secure Your Legacy 🚀 Ready to maximize your business's value for a s...
Jun 03, 2020•35 min•Season 1Ep. 7
Send us a text Steve Kohler Steve is president of Ridge Global and has served in a number of roles for its affiliates including as Chief Innovation Officer for Ridge Global and Risk Cooperative and prior to that as Chief Executive Officer for Ridge Global Solutions and as a principal advisor for the strategic consulting practice. He previously served as president of Space Florida, a statewide Special District focused on economic development within the Florida aerospace economic sector. Unlock Yo...
May 27, 2020•43 min•Season 1Ep. 6
Send us a text Ed LeMasters has almost four decades of experience as a Wealth Advisor. Ed manages over $500 million on behalf of his clients. With a focus on business owners, Ed manages their money while they grow their business and after the sale. Ed's focus is building a bulletproof portfolio for his clients. Unlock Your Lucrative Exit and Secure Your Legacy 🚀 Ready to maximize your business's value for a successful exit ? The Deep Wealth Podcast is your ultimate resource to extract deep weal...
May 20, 2020•41 min•Season 1Ep. 5
