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

Send us a text“If a third party sales in your future, why not set it up for success and then work backwards” - Laurie Barkman80% of business owners want to stop working in their business in the next 5-10 years, but most have not planned for that transition. Many need to improve the business first.Laurie Barkman is a "business transition sherpa." With her firm, SmallDotBig, she advises owners on having more valuable, sellable businesses. And as a Partner with Stony Hill Advisors, a mergers and acquisitions firm, she guides them through the complex process of letting it go.Laurie is the former CEO of a $100 million revenue company with an exit to a Fortune 50 company. With more than 25 years of C-Suite and award- winning marketing expertise, she provides actionable perspectives to drive sustainable value.Engaging audiences across the US, Laurie is an Adjunct Professor of Entrepreneurship at Carnegie Mellon University, leads executive workshops with Vistage, and hosts a weekly podcast called Succession Stories.Laurie earned her MBA from Carnegie Mellon and BS from Cornell University. She is a Certified Value Builder Advisor and has a Certificate from the Exit Planning Institute.Click here to subscribe to The Sell My Business Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODElbarkman@smalldotbig.comSmallDotBigLaurie Barkman (@LaurieBarkman) / TwitterSchedule a Business Transition Advisory Call with Laurie BarkmanLaurie Barkman, The Business Transition Sherpa - YouTubeLaurie Barkman - Value Creation and Business Transition Advisor | CEO/Founder - SmallDotBig LLC | LinkedInSuccession Planning Stories Podcast SmallDotBigThe Deep Wealth Sell My Business PodcastCockroach Startups: What You Need To KnUnlock 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 wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“Figure out how to scale this with the amount of people you have right now.” - Michael Buzinski Michael Buzinski is a life-long entrepreneur, digital marketing thought leader, and best-selling author. Dubbed a “visionary marketer” by the American Marketing Association, Michael’s sole mission is to reduce the prevalence of entrepreneurial poverty in the US. Buzz, as most call him, has simplified digital marketing success with the Rule of 26 to help business owners avoid the time drain and frustration of managing profitable digital marketing campaigns.Click here to subscribe to The Sell My Business Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEBook: The Rule of 26 For Service-Based Businesses: Three Steps to Doubling Website Revenue buzz@buzzworthy.bizBuzzworthy Integrated MarketingMichael Buzinski (@URBuzzworthy) / Twitterhttps://instagram.com/buzzworthymarketingEvents Near Me | FacebookYou Are Buzzworthy Podcast | LinkedInThe Deep Wealth Sell My Business PodcastCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy CallUnlock 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 wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“To learn how the money system works.” - Brandon NeelyBrandon Neely, an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely.They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses.Click here to subscribe to The Sell My Business Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEbrandon@grandmaswealthwisdom.comGrandma's Wealth Wisdomhttps://www.instagram.com/gmswealthwisdom/https://www.facebook.com/Grandmaswealthwisdom/https://www.youtube.com/c/GrandmasWealthWisdomBrandon Neely - Financial Ally creating a smarter, more stable financial future - Cincinnati, Ohio, United States | LinkedInThe Deep Wealth Sell My Business PodcastCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy CallUnlock 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 wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“Be in the present moment.” - Carol SanfordCarol Sanford is a #1 Amazon best-selling, multiple award-winning (six book) author and business educator, Summit Producer, and podcaster. She is consistently recognized thought leader working side by side with Fortune 500 and new economy executives in designing and leading systemic business change and design. Through her university and in-house educational offerings, global speaking platforms, best-selling, multi-award-winning books, and developmental work, Carol works with executive leaders who see the possibility to change the nature of work through developing people and work systems that ignite motivation everywhere. For four decades, Carol has worked with great leaders of successful businesses such as Google, DuPont, Intel, P&G, and Seventh Generation, educating them to develop people and ensure a continuous stream of innovation that continually deliver extraordinary outcomes.Carola is the author of The Regenerative Business, The Responsible Entrepreneur, The Responsible Business The Regenerative Life,, and No More Feedback: Cultivate Consciousness at Work. Her books have won over 27 awards so far and are required reading at leading multiple departments at Universities including Harvard, Stanford, Berkeley and MIT. Carol also partners with producing Executive Education through Babson College, Kaospilot in Denmark, University of Washington, and The Lewis Institute at Babson as Senior  Fellow of Social Innovation. For 40 years she’s collaborated with clients to develop people to grow and express their inherent singularity. Google’s Food Lab uses her Responsible Business Framework. Learn more at CarolSanford.com and the Business Second Opinion podcast.Click here to subscribe to The Sell My Business Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEClick here for Carol's BooksCarol SanfordCarol Sanford (@carolsanford) / TwitterBooks - Carol Sanfordhttp://facebook.com/carolsanford2Carol Sanford - ExecutivUnlock 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 wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“Start living a life based upon reason, getting the facts, doing the right thing rather than following others.” - John BrownJohn Brown, Founder of Business Enterprise Institute (BEI), started working with business owners as an estate planning attorney in 1977. While working to manage owner assets, he soon realized a common problem: No one was helping those owners exit their companies. Without planning, how would these owners convert their largest financial assets into cash and move successfully into their post-business lives?John created The BEI Seven Step Exit Planning Process™ which he successfully tested on hundreds of his own business-owner clients. In 1990, he wrote "How to Run Your Business So You Can Leave It in Style" and in 2008 wrote "Cash Out Move On: Get Top Dollar—and More—Selling Your Business." With hundreds of thousands of copies sold, John is the No. 1 selling author on Exit Planning for business owners. In 2016, John released his newest book, "Exit Planning: The Definitive Guide", which lays out the steps business owners must take to achieve all of their aspirations as they exit their businesses. John started BEI in 1996 for the express purpose of helping owners benefit from their lives’ work by supporting business advisors who share the same vision.Click here to subscribe to The Sell My Business Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEjbrown@ExitPlanningForAdvisors.comBusiness Enterprise InstituteJohn Brown - Golden, Colorado, United States | Professional Profile | LinkedInhttps://www.amazon.com/John-H-Brown/e/B001JS1RYU/The Deep Wealth Sell My Business PodcastCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep WUnlock 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 wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“It's not about how good you are. It's about how good your team is.” - James MurrayAbout 12 years ago I was helping a client, a business broker, move their business to the cloud.  He invited me to an association he was the President of.  After joining I learned about exit planning and began to include it in technology offerings.  This has led to a new way of looking at technology for me, and for my clients.  Let's discuss how simple tweaks to your company technology can create exponential growth, before you sell.Click here to subscribe to The Sell My Business Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEjames@executiveoutliers.comExecutive Outliers websiteJames Murray - Co-Founder - Executive Outliers | LinkedInThe Deep Wealth Sell My Business PodcastCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy CallUnlock 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 wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“Focus on the academics.” - Alan Wozniak Alan Wozniak, CIAQP, CIEC former president/CEO and founder of Pure Air Control Services, Inc. in Clearwater, Florida an environmental / HVAC Mechanical Firm established in 1984 with divisions including: Building Sciences, Environmental Diagnostics laboratory and Building remediation group. In 2021, he successfully managed the sale of the firm to a Fortune 500 organization, RPM International.Pure Air Control Services is a provider of indoor environmental services in over 19,000 facilities covering 900 million sq. ft. both nationally and internationally and is one of the largest full services, comprehensive healthy building indoor environmental firms in the nation with heavy experience in governments, healthcare, higher education, lower education, commercial and entertainment markets.Mr. Wozniak has authored numerous articles on IAQ, is a NEWSWEEK Magazine Expert Author, has been guest lecturer on many webinars, podcasts, workshops and at IAQ symposia Some of Mr. Wozniak’s many accomplishments include leading the firm to:•INC 500 national list 4 years in a row•370% growth in the past 5 years•Tampa Bay FAST 50 – bay area fastest growing private firms•Tampa Bay Business Journal – MBE Top 25•National Hispanic Businesses - Top 500•Frost & Sullivan – Product Differentiation Innovation Award for its Solutions for Improving IAQ•Provided the management and oversight of the M&A selling his firm for 17.5X EBITDAClick here to subscribe to The Sell My Business Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEawoz7873@gmail.comPure Air Control ServicesAlan Wozniak, CIAQP, CIEC - Founder - Business Health Matters (BHM)- Executive Consulting | LinkedInThe Deep Wealth Sell My Business PodcastCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At SellinUnlock 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 wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“I would go to any period in time where we didn't have technology phones, no cars and just see the way my mom and dad and they grew up.” - Alex OliveiraAs a transformative leader of multiple successful companies, Brazilian-born Alex Oliveira has helped companies advance their brands by executing interactive marketing campaigns for over 12 years.From SMB's to Fortune 500 brands like Ford & Allstate, Alex enjoys a diverse portfolio of clients.Alex’s major passions include adventuring with his wife and 4 kids, investing in startups, and giving back to the community.Click here to subscribe to The Sell My Business Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEdadpreneuralex@gmail.comPrediqhttps://twitter.com/alexf_oliveiraDadpreneur (@dad_preneur_) • Instagram photos and videoshttps://business.facebook.com/MarketingWithAlex/?business_id=703675936444739Alex F. O. - Founder - Prediq | LinkedInDadpreneur PodcastIf You Build It, Will They Come?: The Golden Path to Lead Generation Success For Your Business: Oliveira, Alex F: 9798758662496The Deep Wealth Sell My Business PodcastCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy CallUnlock 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 wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“Transform the ordinary into extraordinary by sharing the "why" of your actions.” - Jeffrey FeldbergJeffrey Feldberg is the co-founder of Deep Wealth. The M&A journey for Jeffrey began when he said "no" to a 7-figure and "yes" to mastering the art and science of a liquidity event. Two years later, Jeffrey said "yes" to a 9-figure offer. During the process, Jeffrey increased his company value by 10X.How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event? Jeffrey created the 9-step roadmap of preparation for a liquidity event. The Deep Wealth Experience has you learn the 9-step roadmap in 90-days. At the end of the 90-days, you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.Please enjoy!Click here to subscribe to The Sell My Business Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEArticle: Having A Liquidity Event? Here's How To Capture The Best Enterprise ValueBharat Kanodia On Everything You Need To Know About Valuations But Probably Don't (#116)The Deep Wealth Sell My Business PodcastFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy CallUnlock 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 wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“Joy is and always has been an inside job.” - Tim BrownAs Chief Client Services Officer and Global Head of the BPB Family Office, Tim Brown helps lead Berkowitz Pollack Brant CPA's focus on family offices, cross-border global families, entrepreneurs/closely held businesses, tax strategy/estate planning/structuring and commercial real estate (www.bpbcpa.com). The BPB Family Office serves as a multi-faceted and fiduciary based “Virtual Single-Family Office” platform that performs no wealth management or banking services. Prior to BPB, Mr. Brown served with Bernstein Private Wealth Management and as Managing Partner with HB Partners, a boutique investment bank working with high-growth commercial real estate companies and “buy-side” representation for single-family offices specific to PE and real estate. Mr. Brown served as consultant with Alliance Bernstein’s Non-Traditional Asset Strategies and continues to consult with Anschutz Investments (the Anschutz single-family office, with investments and operations in professional sports, concert promotion and entertainment (LA Lakers (former minority shareholder), LA Kings, LA Galaxy, AEG, AEG Live), hospitality (Sea Island Resort, The Broadmoor Hotel, Xanterra), natural resources, wind-energy, ranching, telecommunications and other industries.Previously Mr. Brown served as President of Concord Energy Holdings, a Colorado-based integrated commodity logistics and oilfield services company. While at Concord Energy, Mr. Brown focused on a senior leadership restructuring and operational turn-around of a crude oil truck hauling division, a frac-water recycle mobile treatment operation and natural gas energy marketing. Prior to Concord, he was the Founder and CEO of Radius Media Holdings, a position he held for more than 11 years. Radius Media provided a broad stratum of five operating companies that ranged from radio broadcasting, lifestyle driven events in the Colorado resort communities, a nationally focused large-format printing company with a specialty in outdoor advertising (OOH), a sponsorship/naming rights marketing agency and the management of seven digital billboards in downtown Denver.Brown began his career more than 25 years ago in sales management in the high tech and telecommunications industry. During the course of a decade, he worked with both established and start-up companies, as an entrepreneur and iUnlock 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 wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐