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

Send us a text"Understanding the root cause of a problem is 90% of the solution - Jeffrey Feldberg" - 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.SHOW NOTESWhat Is The Great Resignation And What Does This Mean For Your Business?Anywhere from 40% to 60% of employees looking to resignEmployees want meaning and fulfillment and shift from work to live to live to workWhy Flexible Work Arrangements Both Keeps And Attracts Top TalentRemote work continues as an optionInstitute paid time offCulture embraces boundaries for work hours (weeknights and weekends)How To Fend Off The Great Resignation By Supercharging Your Management TeamDoes your business run without you?Employees don't leave businesses. They leave bosses Promote the right people and shows you reward for performanceSupport the management team with training and embrace the cultureThe Importance Of Connecting Culture To Your VisionSupercharge what you pay, promotions, and bonusesThe why of what you do and tie into KPIsCommunicate narratives in meetings, website, emails, newsletters, etc.How To Leverage The Great Resignation Today So You Can Prosper TomorrowTop talent now prefers working for multiple companiesEmbrace a blended workforce of full-time and freelance talentBe open to some of your full-time becoming freelance 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 froUnlock 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"If you persist enough, you will find a way to succeed." - Gordon HenryGordon Henry is the Chief Strategy Officer at Thryv. He also hosts the Winning On Main Street small business podcast series. Gordon is passionate about helping small businesses grow, modernize, and thrive in today's evolving environment.Gordon has over 25 years of experience in client acquisition strategies and marketing. He's also a leader in enhancing company images through public relations, brand management, and advertising.Gordon received his bachelor of arts from Yale University and an MBA from the Wharton School at the University of Pennsylvania. Thryv owns the easy-to-use Thryv end-to-end customer experience software built for growing small to medium-sized businesses that help over 40,000 SAAS clients with the daily demands of running a business. Thryv's award-winning platform provides modernized business functions, allowing small to medium-sized businesses to reach more customers, stay organized, get paid faster, and generate reviews.‍This podcast is brought to you by Deep Wealth and the 90-day Deep Wealth Experience.‍Do you want to capture the best deal instead of any deal when you sell your business? Up to 90% of liquidity events fail. Think about the time, effort, and money that's wasted. Of the "successful" liquidity events, most owners leave 50% to over 100% of the deal value in the buyer's pocket.What can you do?Lock in your financial future and attend the Deep Wealth Experience to:Master the 9-step roadmap of preparationGain invaluable insights from a private mastermind groupProsper from private coaching. At the end of the 90-days, you create a blueprint to optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.In the words of a business owner who went through the Deep Wealth Experience:"The Deep Wealth Experience was, hands down, the best program I've ever participated in."Are you prepared to leave your millions in your buyer's pocket?‍Click here to book your free call and learn more.‍SHOW NOTESHow Gordon mastered marketing and client acquisition (and you can too)The power of listening tUnlock 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"Don't listen to the shoulds." - Paul StroblPaul Strobl, MBA, CPC, has over two decades of experience working one-on-one with business owners and entrepreneurs to help them design their ideal lives.He is a Master Life & Business Coach and speaker and works with top MBA programs in entrepreneurial mindset. His sole focus is to eliminate barriers to success and give clients insights to take action toward a business and life they love.Originally from Houston, Texas, Paul has owned businesses in North America, South America, and Europe, is fluent in Spanish, and holds an MBA in Global Management from Thunderbird.As a Growth10 Practice Leader, he facilitates small groups of rapidly scaling business owners to work through challenges, issues, and decisions in a safe, confidential environment during monthly roundtable sessionsThis podcast is brought to you by Deep Wealth and the 90-day Deep Wealth Experience.Do you want to capture the best deal instead of any deal when you sell your business? Up to 90% of liquidity events fail. Think about the time, effort, and money that's wasted. Of the "successful" liquidity events, most owners, leave 50% to over 100% of the deal value in the buyer's pocket.What can you do?Lock in your financial future and attend the Deep Wealth Experience to:Master the 9-step roadmap of preparationGain invaluable insights from a private mastermind groupProsper from private coaching. At the end of the 90-days, you create a blueprint to optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.In the words of a business owner who went through the Deep Wealth Experience:"The Deep Wealth Experience was, hands down, the best program I've ever participated in."Are you prepared to leave your millions in your buyer's pocket?Click here to book your free call and learn more. SHOW NOTESHow Paul transformed his life and started living his purposeWhy it's lonely at the top for business owners and what you can do about itThe challenge of not being able to talk with people about your most intimate business issuesHow the right CEO peer group surrounds with success and diverse business ownUnlock 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 like a laser beam on hiring amazing people." - Drew GreenblattDrew Greenblatt bought Marlin Steel in 1998 when it was a small maker of a commodity product. Since then, he's grown revenue nine-fold and, in February 2021, is expanding its factory floor space by 56%. Despite COVID headwinds, Marlin grew over 25% in 2020. Marlin Steel has invested over $5.3 million in robotics in a quest for quality and speed and has recently purchased Baltimore Automatic Wire Forming Corporation and retained 100% of the staff in the face of challenges to the global economy. Marlin Steel imports nothing and exports material handling baskets, wire forms, and sheet metal fabrications to 43 countries. Marlin's all USA-made products include daily shipments to Mexico and Canada and weekly shipments to India and China. Worker safety is critical. Marlin Steel crossed the 2,688-day safety milestone in April 2016 and has over 1,150 plus days as of today. In addition, Marlin Steel has been recognized as a winner of the Inc 5,000 Fastest Growing Companies in the USA. The Inner City 100 Fastest Growing Companies in the USA. Regional Employer of the Year from Baltimore City and Baltimore County. Drew Greenblatt has been chosen as an international business leadership award winner from the World Trade Career Institute. Marlin secret sauce is quality engineered quick, or "QEQ."Twenty-five percent of Marlin's employees are mechanical or chemical engineers who innovate to save clients money by improving throughput with engineered wire baskets and custom sheet metal fabrications. Marlin Steel's engineers provide state-of-the-art computer-driven stress analysis, so clients have comfort knowing that the designs will withstand the rigors of their applications. Marlon has seven patents for aerospace racks, material handling robotic baskets, and medical baskets. In addition, Greenblatt has testified to the US Senate and US Congress on small business, taxation regulations, trade policy, and techniques to grow the economy. Greenblatt has met with President Clinton, President Bush, President Obama, President Trump, and President Biden to advocate for USA manufacturing and small business, pressing those government officials to create policies that stimulate a robust manufacturing sector. Greenblatt believes that factories provide great jobs and tremendous benefits as a way tUnlock 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"Everything that's happening is happening for a reason." - Ivan ZakharenkovDr. Ivan Zakharenkov is a veterinarian, an entrepreneur, and a passionate advocate for the wellbeing of veterinary professionals. Twelve years as an ER vet inspired Ivan to create Smart Flow. A first in the industry workflow optimization system later acquired by Fortune 500 company IDEXX.In 2019, Ivan founded Veterinary Integration Solutions, an executive consulting firm where he helped veterinary groups systematize acquisition, integration, and improvement of practices with special attention to burnout prevention.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 private coaching. 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.‍In the words of a business owner who went through the system, "the Deep Wealth Experience was hands down, the best program I've ever participated in."‍Would you like to receive The Sell My Business Podcast episodes automatically? Click here to subscribe. ‍SHOW NOTESWhy you must understand the synergies of the buyer to maximize your enterprise valueHow alignment with the buyer's goals is essential to get the deal doneThe power of understanding the thesis of the buyer before your first meetingWhy key performance indicators can increase your enterprise value and deal certaintyHow a lack of clarity heading into your liquidity event can cost you the dealWhy you must find the strengths of the buyer and determine if there's a match with your strengthsHow you mitigate risk for the buyer when your business runs without youWhy buyers want an earnout and what you can about itHow you'll lower enterprise value if you don't upgrade your infrastructureCommon mistakes most business owners make that lower enterprise valueThe challenges of removing skeletons in your closet during the liquidity eventHow culture is an essential factor in your deal and its enterprise valueWhat to show yUnlock 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"Ensuring you have the best cultural fit helps you attract not any deal but the best deal" - 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.‍SHOW NOTESThe Case For Making Everyone A Leader In Your BusinessWhy you must create Key Performance Indicators (KPIs) for each positionThe power of a culture that measures KPIs Why profits increase when your employees are empowered to make changesSkip An Earnout When Your Business Is All About Its Brand (And Not About You)The power of a compelling narrativeWhy everyone must know and follow your North StarWhy your future buyer must see that your stakeholders live the narrative and brandWhy Documenting Your Processes Paves The Way To Avoid An EarnoutThe power of have all procedures and systems documentedHow you enrich your culture when you embrace documentationWhy profits increase when people check documentation first before asking questionsHow Creating Deal Points And No-Fly Zones Help You Attract The Best Deal And Not Any DealHow clarity helps you capture the best deal and not any dealWhy deal points and no-fly zones help you achieve your liquidity event goalAvoiding An Earnout Is All About The Cultural FitThe power of having a cultural fit with your investment bankerWhy you must find the buyer with the best cultural fitHow cultural fit trumps the deal with the highest number‍This 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. EnterprisUnlock 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"Data privacy is about people, which means it's about relationships, which ultimately means trust." - Nalini KaplanNalini Kaplan has focused on business strategy, customer relationship management, and data privacy for over three decades. Nalini combines the discipline of the big four consulting as she was formerly a partner with Deloitte Consulting, where she created and led several global practices with an entrepreneurial passion, interdisciplinary approach, intellectual curiosity, and a strong drive for results. Nalini helps business owners and CEOs build and manage their data privacy programs so that they not only comply with the law but lower risk, manage compliance and grow revenue, even if they don't have the staff to run a program.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 private coaching. 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.In the words of a business owner who went through the system, "the Deep Wealth Experience was hands down, the best program I've ever participated in."Would you like to receive The Sell My Business Podcast episodes automatically? Click here to subscribe.  SHOW NOTESYou can't open a newspaper today without seeing another data breach incidentWhy companies can go out of business from a data breachHow 70% of data breaches go unreportedThe risks a business faces from a data breachAn explanation of what makes up personal informationHow three pieces of information can identify 90% of the populationWhat you can expect your future buyer to do when it comes to your data privacy systems and policiesHow a failed data privacy audit can kill your dealAn overview of data privacy laws across various StatesWhy your M&A advisory team is not equipped to deal with data privacy issuesHow you can have an ROI from being compliant with data privacyWhy your cyber insurance policy claim can be denied if you're not compliant with data privacyHow to avoid an 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 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"Stories are the currency of life." - Jess TodtfeldJess Todtfeld shows executives and C-suite leaders how to be magnetic, how to quickly gain the confidence and skills to master speeches, presentations, and media interviews. Jess Todtfeld, CSP, is one of the leading communication and media training authorities in the US. With more than 15 years as a communication trainer and consultant, Todtfeld helps CEOs, business executives, spokespersons, public relations representatives, experts, and authors to become more confident, more in control, and to create more results from their speaking engagements and media appearances. He brings 13 years of experience as a TV producer for NBC, ABC, and Fox, having booked and produced over 5,000 segments.Jess's time in front of the camera includes features reporting, guest spots on national and international news programs, and hosting of America's Premier Experts and times square Today, which has been broadcast on ABC, NBC Fox, and CBS affiliates in the US. Jess went on to set a Guinness record for being interviewed the most times in 24 hours with 112 different interviews on radio. 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 private coaching. 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.In the words of a business owner who went through the system, "the Deep Wealth Experience was hands down, the best program I've ever participated in."‍Would you like to receive The Sell My Business Podcast episodes automatically? Click here to subscribe. ‍SHOW NOTESThe power of knowing how to be audience-centered when presentingWhy do people buy from people they like and not strangersHow storytelling helps you become magneticWhy people will remember numbers and statistics better when they hear a storyThe importance of style and substance in your presentationHow to combine storytelling throughout your presentation to have you memorableWhy hand gestures and walking around in your presentaUnlock 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 a great day when you can leverage the wisdom and experience of individuals in the room." - Leon Goren Leon Goren believes in purposeful leadership. The type that requires us to challenge the status quo, anticipate the future, and be confident enough to step outside of our comfort zone to inspire and help those around us. His 25 years of leadership experience underscores his unique impact on the way leaders lead, learn and live, and his ability to understand their needs and challenges. As the owner and CEO of PEO Leadership, Leon is dedicated to building communities of knowledgeable and respected business leaders by developing opportunities for shared insights and experience. Under Leon's leadership, PEO is recognized as a premier executive leadership advisory community that positively influences the way leaders lead, learn, and live. As founder and CEO of Just White Shirts in 1997, Leon was one of the first online success stories and recognize for bringing the dot com retail experience through a combination of online, catalog, and bricks-and-mortar channels. Leon is an authority in leadership and business strategy, as he is consistently invited to address various business audiences including the graduating classes of Chartered Accountants. His thought leadership is published in the CA magazine, The National Post, and The Globe and Mail.Leon is a CPA and CA he is married with children and is active in sports, including triathlons and skiing. 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 private coaching. 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.In the words of a business owner who went through the system, "the Deep Wealth Experience was hands down, the best program I've ever participated in."Would you like to receive The Sell My Business Podcast episodes automatically? Click here to subscribe. ‍SHOW NOTESLeon shares his experiences of being one of the first online companiesWhy Leon purchased bought PEO after being in it for ten yearsUnlock 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"Establishing value is an art form" - Alan Scharfstein Alan Scharfstein is the founder and president of the DAK group. A trusted advisor to thousands of middle-market business owners for over 30 years. He guides clients as they navigate strategic options for growth and expansion, as well as to pursue successful exit strategies.Alan founded the DAK group in 1984 to address the need by middle-market business owners to have a high level of investment banking expertise comparable to what large corporations receive on Wall Street, yet able to meet their very different needs. Alan built the DAK group on catering to the nuances of the middle market.A skilled M&A strategist, strong negotiator, and expert at transaction execution, Alan is passionate about ensuring his clients realize the maximum value for their business with each transaction Alan has personally been involved in negotiating over 650 transactions in a wide range of industries throughout the US and abroad. Mr. Scharfstein brings to middle-market M&A a unique combination of financial sophistication, large corporate, transactional and operating experience, and the skills necessary to succeed in an entrepreneurial environment. Prior to founding DAK he served in several executive financial and manufacturing positions with PepsiCo. He was also a senior executive with Universal Folding Box, a privately held packaging manufacturer. Mr. Scharfstein is a frequent lecturer on the sale of privately held businesses, valuation, and negotiation strategies. He has been quoted and written about in publications, such as the Wall Street Journal, Business Week, Financial Times, and Time. Mr. Scharfstein received a BS in Economics and MBA. From the Wharton School of the University of Pennsylvania and holds a series 7, 17, and 24 licenses.Alan is an avid cyclist and believes that the steeper the climb, the more enjoyable the ride. Alan is a long time Vistage member and a top-rated Vistage speaker for over 10 years. 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 private coaching. 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 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 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! ⭐