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

Send us a text"We are about Success To Significance through Selling To Strategics." - Rob FollowsSTS 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 people live their vision and wants to help other entrepreneurs achieve full value for their business.Today, Rob has been involved with or led over a thousand M&A transactions with a total transaction value of over $100 billion. As well as being CEO and founder of STS Capital Partners, Rob is also the founding Chairman of Altruvest Charitable Services, a Canadian charity that provides training and tools to improve the performance of charitable organizations so they can give more to their causes.Rob is a true believer in contributing leadership. He has held various roles with Young Presidents’ Organization and World Presidents' Organization, including founding chapter chair, former Chair of the Global Deal Network, Founding Chair of the Executive Committee of the Social Enterprise Networks, serving on the networks committee of the international board of YPO for over five years and contributing to over 100 events as a YPO best of the best premier speaker.Rob is also an extreme adventurer. When Rob summited Everest on May 24th, 2006, he became part of an elite group of people who have climbed all Seven Summits. His adventures also include skiing the North and South poles. Canoeing the Nahanni River in the Canadian Arctic.  The first international descent of the Onan River on the Siberia/Mongolia border. Completing the 250-kilometer Gobi Desert Ultra Marathon and 110-mile Trans Rockies Challenge. Rob has practiced deeper meditation and mindfulness with the Tibetan monks at the Kopan Monastery in Nepal, Tiger's Nest Monastery, and other monasteries in Bhutan.Rob's academic accomplishments include a BA with distinction from the University of Toronto; an LL.B from Osgoode Hall Law School at York University; a certificate in Not-for-profit management from the University of Toronto and Sheridan College; the Arbor Award from the University of Toronto as an international leUnlock 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"Businesses fail because they lack a proven and powerful business model." - 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 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 NOTESA Proven And Powerful Business Model Unlocks Both EBITDA And Enterprise ValueThe power of recurring revenueWhy long term contracts that are exclusive drive up enterprise valueHow the holy grail of business models is revenue sharingPrivate Equity Strategies Include Having Tremendous Growth PotentialWhy every business owner should create a blue oceanThe power of being world-class when solving a painful problemHow a growing marketplace must be front and center when looking at your businessAt The Heart Of Private Equity Strategies Is A Talented And Proven Management TeamHow a proven management team has your business run without youWhy accountability is the key to successWhy you must ensure you have successors for your CEOWhy A Culture Of Accountability Is A Key Ingredient For Increasing Enterprise ValueHow accountability embedded in company culture eliminates arroganceWhy performance reviews unlock EBITDA and enterprise valueThe power of regular employee surveysWhy Private Equity Strategies Leverage A Foundation Of Strong Financial SystemsThe importance of financial measure that every employee knowsHow employees having the empowerment to adjust their performance drives EBITDAWhy some form of employee ownership drives EBITDA This podcast is brought to you by Deep Wealth. When it comes to your liquidity event, you have one chance 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"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 something like EOS existed, he wouldn't have been forced to choose between his children and his company.Now, David’s passion is working with entrepreneurs to help them get what they want from their businesses and not be forced to make the difficult choice that David did. David is a trained coach for both individuals and teams, and he brings those skills and his positive energy to his dynamic and spirited session days with his EOS clients.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 NOTESHow David became an Entrepreneurial Operating System (EOS) ImplementerThe 136 issues most business owners struggle withHow the EOS system is simple but effectiveThe six-components of the EOS systemEOS Component #1 is visionWhy vision plays a large role in a rich and thriving cultureThe importance of aligning everyone to the same visionEOS Component #2 is peopleThe importance of having the right people on the right busWhy you won't achieve your vision unless you have the right people working in the right areaThe importance of identifying core valuesWhy you should re-create the structure of your business on paper and see how it lines up in realityEOS Component #3 is dataWhy data creates discipline, accountability, and leadershipEOS Component #4 is challenges/issuesHow to create a culture of transparency to speak openly about issuesIn most businesses, 80% of the issues are from people issuesThe power of "Identify, Discuss, and Solve" (IDS)How the right person wrong seat and wrUnlock 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"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 privately-owned companies.Andrew does professional speaking and training engagements for small and large groups across North America, covering the topic of performance and cultural alignment: aligning your team to increase the predictability and profitability of your business. Some of the groups that he has been asked to speak with include the Chief Executive Network, TEC, Vistage, Mackay CEO Forum, Industrial Exchange, Business Transaction Forum, and Presidents of Enterprising Organizations.Andrew has been interviewed for Forbes Magazine and appeared in numerous webinars and podcasts for North American and European audiences. Andrew started his career with Carpedia in 1997. From there, he went on to various companies in the building materials, aluminum, and construction industries as Vice President of Operations, Vice President of Sales, General Manager, and President.He has held leadership positions in companies with 25 to 1,200 employees in unionized and non-unionized environments for both publicly traded and privately held firms. He returned to Carpedia in 2017.Andrew also focuses a large amount of his time trying to align his three children aged 17, 15, and 11. This audience is usually his most challenging.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 NOTESHow to unlock improved profitabilityHow processes play into increasing EBITDAWhy preparation years in advance for a liquidity event is essential for successHow the management team plays an essential role in the success of enterprise valueWhy Carpedia does a two-week diagnostic on a business before startingA study from 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"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. Peter brings a vast background of knowledge and understanding to every engagement in which he is involved. His success stems from his ability to identify the core needs of his clients, developing creative solutions, and applying sound analytical and negotiating skills to each engagement. He has advised clients on preparing for exit, valuations, divestitures, and financing options in a variety of areas, including 3D printing, technology, services firms, communications, manufacturing, consumer packaged goods, and distribution.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 formations, capital raises, and leveraged recaps. Mr. Curtis began his career at Fifth Third Bank, where he held several positions in commercial lending, including relationship manager. In this role, Mr. Curtis served companies with sales ranging from $5 to $500 million in central Ohio.Michael Butler is a senior director at Footprint Capital. Michael is responsible for leading the sell-side and buy-side engagements with business owners. In addition, Michael cultivates relationships with clients, prospects, centers of influence private equity firms, and family offices. Michael's previous roles include auditor and consultant with a big four accounting firm, corporate executive with an insurance and financial service group, president of a securities broker and dealer, venture capital partner, business owner, angel investor, and board member.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 yoUnlock 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"Enjoy your journey because this is where the magic happens" - Waleuska LazoWaleuska 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 Waleuska was one of the co-founders of Embanet a pioneering e-learning provider of higher education solutions and services. After selling Embanet in 2007, Waleuska co-founded the Magnum Opus Group, which is a real estate company that builds homes for discerning buyers.In 2011 Waleuska founded Dream Catcher Print a book publishing venture through which she has published a series of books about real-life heroes for young readers and books on personal transformation for adult readers.Works include The Gift of Bravery: The Story of Ellie Cohen, Confessions from a Mom to Her Child, and her memoir, The Best Worst Thing That Happened to Me.Having transformed thousands of lives through The Gratitude Experiment. Waleuska's latest book is The Gratitude Blueprint: The Ultimate Strategy For Extraordinary Happiness.Waleuska attributes her success to leading a life that is focused on service and helping others. 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 NOTESWaleuska shares the emotional challenges experienced after her 9-figure liquidity eventThe importance of  a "why" in creating fulfillmentHow Waleuska created The Five Minutes To Gratefulness (FMTG) system to heal herselfWhy the FMTG has transformed thousands of lives with people from over 83 countriesHow a practice of gratefulness helps you learn a new habit in 28-days instead of 66 daysThe extraordinary results people received from Waleuska's FMTG systemWhy gratitude shifts your focus to unleash creativity and successThe science behind FMTG with epigenetics, neuroplasticity, and heart-brain coherenceUnlock 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"For success in life and business always go the extra mile" - 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 10X.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 NOTESEBITDA Adjustment 1: Why EBITDA Adjustments For Lifestyle Expenses Will Increase The Value Of Your BusinessSeason tickets, charitable donations, travel, properties, and excess machinery are typical examplesThe dangers of EBITDA adjustments that are too aggressive in the areas of marketing and R&D EBITDA Adjustment  2:  Not Accounting For Intercompany Accounting Is Asking For TroubleA horror story you want to avoid at all costsHow step 8 of the 9-step roadmap helps you with EBITDA adjustmentsHow this EBITDA adjustment mistake can cost you the deal EBITDA Adjustment  3:  EBITDA Adjustments That Have You Crush It And Win Includes Your Salary And BonusMany business owners have a large salary and bonusHow you can increase EBITDA and enterprise valueThe importance of having a management team to run the business so you can work on the business EBITDA Adjustment  4:  Do The Smart Thing And Ensure Your Rent Falls Within Market NormsMany business owners own the building the business operates out ofTax strategies that you have you charge a higher rent to decrease profits of the businessThe importance of creating a lease with your business that is at fair market rentWhy you want to keep your building and not sell it during the liquidity eventEBITDA Adjustment  5:  Increase Your Enterprise Value With EBITDA Adjustments For Repairs, Maintenance, and InventoryThe importance to normalize repairs, mainUnlock 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! ⭐

Colette Streicher, a success coach and author, shares her unique approach to leveraging the human mind for success and joy. She discusses the power of mindset, the impact of beliefs on decision-making, and the importance of rewiring the brain for positive thoughts. The podcast also explores intuition, unconventional paths to success, and the value of self-acceptance in building a vibrant coaching community.

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 FilippoNick 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 experience working on behalf of high-stakes entrepreneurs and corporate clients. He combines his specialized legal knowledge with strategic thinking, creative solutions, and a deep understanding of the makings and monetization of a successful business. He works side by side with the C suite as both legal and business advisor at every stage of a company’s life cycle, helping clients leverage business opportunities, minimize risk and create a culture focused on maximizing enterprise value. By integrating his role as outside general counsel with his extensive M&A experience, Nick is uniquely qualified to guide companies from successful operations to a successful exit.  Nick brings the same passion to client service as he does to his golf and paddle tennis game - he is focused, leaves nothing on the table, and takes every reasonable action to succeed. A different type of attorney, Nick dedicates two full days a month to personal and professional growth as a member of both Vistage and Tiger 21.  A constant learner, Nick regularly places himself in rooms where he can gain a deeper understanding of the mind of the entrepreneur.  These experiences make Nick a true trusted advisor, business, and legal counselor whether he is working on behalf of his clients or on behalf of the Firm as Chair of Lowenstein Sandler’s Strategic Planning Committee or as a member of the Firm’s Executive Board.  Please note that the information provided is intended for a general audience and is not legal advice or a substitute for the advice of competent counsel, the content reflects the personal views and opinions of the participants.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 ceUnlock 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"You can be whatever you want to be." - Daryl ChingDaryl 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 NOTESHow Daryl's background as an investment background gives him an edge as a CFODaryl discusses the areas that most business owners overlook on the financial sideThe downsides of not having a CFO help you in your businessHow a virtual CFO service gives you access to top talent without the hefty costsWhy it's important to have your financial reports ready in advance of a liquidity eventHow a CFO can help you in your business even if you're not having a liquidity eventWhat Daryl does to have a business more attractive to a buyerThe importance of succession planningHow Daryl's buy-side experience helps business owners with their liquidity eventOverlooked items in financial due diligence that you need to knowThe importance of a business running without the ownerWhy it's important to reduce EBITDA adjustments before your liquidity eventHow a buyer views EBITDA adjustments and why this can hurt your liquidity eventWhy you need a track record of at least two years of financial historyThe importance of removing any room for interpretation with financial statementsWhy business owners need to be upfront with buyers about EBITDA adjustmentsTax implicUnlock 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! ⭐