Send us a text "Be a giver. Not a taker." - Jon Stoddard Jon Stoddard is a partner at Investor Acquisition Partners. For over two decades, Jon has perfected the process of raising capital from investors. Today Jon helps businesses go public in the OTC market and has raised over $122 million. Interested to learn how to get the best deal when you sell your business? Attend my Deep Wealth Experience. Over 90-days, you'll master my 9-step roadmap. You're part of a mastermind group and receive privat...
Jul 20, 2021•39 min•Season 2Ep. 64
Send us a text "Speed always favors the seller" - Jeffrey Feldberg Jeffrey Feldberg is the co-founder of Deep Wealth. The M&A journey for Jeffrey began when he said "no" to a 7-figure and "yes" to mastering the art and science of a liquidity event. Two years later, Jeffrey said "yes" to a 9-figure offer. During the process, Jeffrey increased his company value by 10X. How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event? Jeffrey created the 9-step roadmap of pre...
Jul 13, 2021•33 min•Season 2Ep. 63
Send us a text "Get that quarterback who can run the game for you and don't try to do it yourself." - Mark Herbick Mark Herbick is the founder and CEO of Pursant LLC. Pursant is an investment banking, financial, and management consulting firm that supports and executes middle-market M&A-related initiatives and helps business owners grow enterprise value. Prior to founding Pursant, Mark was a serial entrepreneur and a buyer-seller of businesses having bought, sold, and operated over a dozen c...
Jul 06, 2021•42 min•Season 2Ep. 62
Send us a text "Life is a journey. Don't be a hitchhiker." - Mitchell Chi Mitchell Chi is a strategist with tactical results. As a revenue expert with consistent success in driving top-line growth, Mitchell focuses on helping businesses acquire a new account and increase market share. Mitchell has sold important launch solutions for every firm he's worked for including Apple, Oracle, and Microsoft. 'Using his proven sales approach and repeatable execution model Mitchell drives new revenues, acqu...
Jun 29, 2021•46 min•Season 2Ep. 61
Send us a text "We bet on leaders and leadership teams to drive success" - Dan Lubeck Daniel Lubeck is the founder and managing director of Solis Capital with expertise in strategy operations, transaction structuring, finance, and governance. Daniel guides, the Solis team in setting the vision and investment strategy while actively sourcing, structuring, and supporting Solis investments. Daniel has been a lower middle-market private equity investor for over 20 years. Prior to founding Solis in 2...
Jun 22, 2021•47 min•Season 1Ep. 60
Send us a text "Forget go big or go home. Instead, go big or be successful." - Michael de la Maza Michael de la Maza is an agile coach by day and an angel investor by night. He has invested in 30 startups directly and another 50 through syndicates and funds. Michael invested in unicorns, Boom, Rappi, and Relativity Space at the seed stage. He is in the process of launching an angel group in Boston. In the angel community, Michael is famous for beating former YC President Sam Altman for $100K in ...
Jun 15, 2021•39 min•Season 2Ep. 59
Send us a text "Lasting business success is finding and solving new painful problems " - Jeffrey Feldberg Jeffrey Feldberg is the co-founder of Deep Wealth. The M&A journey for Jeffrey began when he said "no" to a 7-figure and "yes" to mastering the art and science of a liquidity event. Two years later, Jeffrey said "yes" to a 9-figure offer. During the process, Jeffrey increased his company value by 10X. How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event? Je...
Jun 08, 2021•34 min•Season 2Ep. 58
Send us a text "Always trust yourself and the value you bring to people." - Ann Fryer Ann Fryer is on a mission to inspire you to live purposefully and invest in your future. With a people-first leadership style, Ann has always believed that the most important brand you build is yourself. Ann guides individuals and teams to uncover their inherent purpose by nurturing and honing strengths, talents, and ambitions. By empowering others, she has created a community of professionals who are maximizin...
Jun 01, 2021•49 min•Season 2Ep. 57
Send us a text "Don't allow external stories to become your internal story." - Nike Anani Nike Anani is an entrepreneur and a consultant. She was rated as a top 100 Family Business Consultant globally. She helps her clients bridge the gap between the senior and younger generations. As a result, they communicate, collaborate, and collectively gain clarity to increase profit and productivity in their family businesses. With over a decade of family business expertise in Nigeria, Nike helps owners ...
May 25, 2021•39 min•Season 2Ep. 56
Send us a text "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...
May 18, 2021•40 min•Season 2Ep. 55
Send us a text "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 peo...
May 11, 2021•46 min•Season 2Ep. 54
Send us a text "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? ...
May 04, 2021•42 min•Season 2Ep. 53
Send us a text "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 s...
Apr 28, 2021•57 min•Season 2Ep. 52
Send us a text "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 privat...
Apr 20, 2021•41 min•Season 2Ep. 51
Send us a text "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. Pe...
Apr 13, 2021•56 min•Season 2Ep. 50
Send us a text "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...
Apr 06, 2021•38 min•Season 2Ep. 49
Send us a text "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...
Mar 30, 2021•40 min•Season 2Ep. 48
Send us a text "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 un...
Mar 23, 2021•44 min•Season 2Ep. 47
Send us a text "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 experien...
Mar 16, 2021•50 min•Season 2Ep. 46
Send us a text "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 ...
Mar 09, 2021•48 min•Season 2Ep. 45
Send us a text "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 su...
Mar 02, 2021•43 min•Season 2Ep. 44
Send us a text "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. How did Jeffrey increase his company value 10X and go to a 9-figure liquidity even...
Feb 23, 2021•33 min•Season 2Ep. 43
Send us a text 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 a...
Feb 16, 2021•59 min•Season 2Ep. 42
Send us a text "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, sha...
Feb 09, 2021•55 min•Season 2Ep. 41
Send us a text "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 manuf...
Feb 02, 2021•39 min•Season 2Ep. 40
Send us a text "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 ...
Jan 26, 2021•56 min•Season 2Ep. 39
Send us a text "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 i...
Jan 19, 2021•1 hr 6 min•Season 2Ep. 38
Send us a text "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 co...
Jan 12, 2021•34 min•Season 2Ep. 37
Send us a text "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 co...
Dec 22, 2020•8 min•Season 1Ep. 36
Send us a text "It’s a special opportunity for us to help our clients monetize and achieve their objective that they set out." - Josh Curtis "I became an investment banker to help an entrepreneur put the capstone on their career from a life time of work through an exit." - 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 succe...
Dec 15, 2020•43 min•Season 1Ep. 35
