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

Send us a text"The biggest focus for businesses should be about getting hyper-personal." - Mal McCallionMal 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 success.Using a strong base of actionable strategies built around Product, Marketing, and Sales, Growtion has helped dozens of businesses execute their way to success.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 NOTESMal shares how he left two decades of financial services to join a startup that later sold for over $55MHow the liquidity event began Mal's obsession with systems that create massive successThe role execution plays in business successThe lessons learned from the launch and sale of ZooplaHow growth combined with execution create successWhy Mal created the Growtion system to help businesses skyrocket successHow finding a problem to solve is key to successHow to avoid common mistakes when launching a product or serviceWhy Product Market Fit (PMF) is key to successThe power of the 11-7-4 formula to attract new customersHow to create and re-purpose content to grow salesWhy trust is critical for attracting new clientsThe power of create three packages to offer prospective clientsHow to create three packagesLessons learned from the book Thinking Fast and SlowThe power of choice architectureWhy people like the sense of control and how to give this to clientsWhy you should start with 10-key features for your offeringHow sales must be front-and-center in your businessWhy engagement in the sales process creates salesThe power of customer reviews and testimonialsWhy Growtion is built on 15 core elementsUnlock 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"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 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 NOTESQuestion 1: What Painful Problem Are You Solving?Why if you're not solving problems, you're going out of businessThe power of asking your customers what keeps them up at nightQuestion 2:  Congratulations On Identifying A Painful Problem. But Do You Actually Solve It?Why you must forget market studies, surveys, and focus groupThe two essential things solving a painful problem does for your businessHow and why to ask your customers for candid feedbackQuestion 3:  Is Your Business World-Class?Why solving a problem isn't enoughWhy your business must be world-classThe power of step 8 of the 9-step roadmap for finding skeletons in the closet and hidden Rembrandts in the atticWhy if you're not world-class, your business is a failure waiting to happenQuestion 4:  Does Your Business Run Without You?What happens when your business runs without youThe power of working on the business and not in the businessWhy you can create a market disruption when your business runs without youWhy you'll increase your enterprise value when your business runs without youQuestion 5:  Are You Doing The Right Thing?What to look for to find out if you're doing the right thingJeffrey reveals two companies that solved a problem but weren't doing the right thingWhat to do if you're feeling burnt outThe importance of finding the right problem to focusUnlock 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 textEpisode 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 AllenCarl 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 and small in 17 different countries across nearly every business sector, including technology, pharmaceuticals, transport and logistics, engineering, manufacturing, aerospace, consumer goods, business services, retail, professional services, financing, packaging, and corporate clothing. Carl first earned his reputation during his 16 years on Wall Street, working for Bank of America, Hewlett Packard, Forrester, and Gartner. There he advised some of the world's largest corporations on investments, mergers, acquisitions, disposals, and restructuring, and helped hundreds of business owners raise both equity and debt financing.Carl founded Dealmaker Wealth Society because he believes starting a business from scratch is certifiably crazy. He wanted to use his highly specialized skill set to help others realize their dream of self-employment without the long, hard, up all night slog with a 96% failure rate in 10 years, according to the E-Myth Revisited by Michael Gerber. Today, Carl is helping thousands of entrepreneurs all over the world buy existing and profitable small businesses.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 NOTESWhy Carl retired at 37 as a successful Wall Street investment banker doing multi-billion dollar dealsHow Carl got into the business of buying businesses and coaching other business ownersThe problem faced by the 10,000 baby boomers retiring every single day in the USHow Carl solves the problem faced by retiring baby boomersThree common mistakes most business owners makeHow Carl differentiates himself from strategic buyersUnlock 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'm a lawyer that loves to close deals." - Addison AdamsAddison 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, share exchanges, and asset sales. Addison also helps companies establish appropriate corporate structures to improve asset protection and tax efficiency and prepare in advance for an ultimate sale.When it comes to finance, Addison is a legal expert on investor offerings and helps in preparing investor paperwork, structure offerings, and assure legal compliance with securities regulators (the SEC and local state agencies). Whether you are getting capital from a friend or partner, a venture capital fund, or the general public, I will help you follow the rules.Addison has extensive experience in helping clients resolve disagreements among owners, including partner buyouts, equity adjustments, compensation adjustments, and C-suite turnover. Addison prepares equity incentive plans to award equity to high-performing employees and handle all aspects of corporate compliance and governance obligations.On the contracts side, Addison is an expert in preparing material contracts. A well-drafted contract will clearly spell out the business arrangement, provide protections for both sides, and clearly define remedies in the event of a breach. Every material contract should be reviewed from the perspective of a potential buyer of the business.With over two decades of experience, and a background representing public and privately held companies from every industry, Addison provides a wealth of knowledge, experience, and wisdom for his clients. Whether your business is a low-tech manufacturer or distributor, a sophisticated purveyor of professional services, a high tech creator of software or technology, or trailblazing through legal cannabis, blockchain, or fintech, Addison is here to help you navigate the legal issues, protect you, and your business, and help you succeed to achieve your goals for growth and ultimately achieve a successful exit.Addison was born and raised 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 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 manufacturing.In addition to working with large enterprise clients, Jason also works with the SMB/SME market with ay focus on how by creating systems the business can become more efficient, resilient, and valuable 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 NOTESJason's fascination with how to make a company more effectiveWhy Jason started ClicKnowledgeThe two types of people in the workplaceWhy Jason's focus is all about ROIHow business owners can have the business run without them through systemsWhy business owners should not be focused or involved in operationsThe importance of knowing what your time is worthEisenhower's four quadrants and focusing on both the urgent and importantHow to find the low hanging fruit when looking for efficienciesWhy your employees are on lease and what you can do about itThe two critical questions that lead to efficiencies and a higher ROIThe three-stage process Jason created to have the business run without youKnowing which questions to ask when thinking about a liquidity eventThe power of doing things 1% better week-over-weekProven yet simple strategies to thrive during the COVID-19 pandemicWhy questions are the key to unlocking the value in your business and the life you wantHow to look after the mental health of your employeesStockdale's principle for dealing with challenging situationsHow silos in a business rob you of efficiencies and profitsWhy documenting everything savUnlock 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! ⭐

A.J. Wasserstein, a Yale management lecturer and private investor, dives into life after a business exit. He shares insights on redefining identity and finding new meaning post-sale, emphasizing the importance of self-reflection. A.J. discusses strategies for building effective teams to optimize transaction success and highlights traits of ideal clients for investment bankers. Ultimately, he encourages prioritizing deep relationships, philanthropy, and personal growth to achieve lasting happiness beyond financial accomplishments.

Send us a text"If you are going to spend your life running anyway, you might as well be chasing your dreams." - J.B. BernsteinJ.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 is ushering in a generational paradigm shift in the industry for Oil, Gas, & Power companies worldwide.As a 35+ year veteran of the sports marketing and packaged goods industries, Mr. Bernstein has been called an “Evolutionary Force Multiplier” in business, and is widely respected for his creative problem solving and positive results. Bernstein’s early work includes positions with Grey Advertising, Procter & Gamble, Upper Deck, and Major League Soccer before starting his own sports agency.As founder of Access Group of Miami, LLC, he has represented some of the greatest athletes of all-time including Barry Bonds, Barry Sanders & Emmitt Smith. Bernstein was responsible for creating groundbreaking programs such as Smith’s Run With History™ which is now the standard deal in NFL for milestone marketing. J.B. also helped orchestrate Barry Bonds’ departure from the MLBPA licensing group, making him the first baseball player to successfully operate outside of their auspices.Most notably, JB co-created The Million Dollar Arm™ contest in India, which yielded the first 2 Indian men to ever sign pro sports contracts in the US. J.B.’s story was the subject of a Disney motion picture, released worldwide on May 16, 2014. The film starred Jon Hamm as Bernstein.J.B. serves as the chair of the Las Vegas Tiger 21 group, the premier peer membership organization for high-net-worth wealth creators and preservers, helping them navigate the challenges and opportunities that success creates. He also sits on the Board of Directors for Iqoniq and several other sports startups.Mr. Bernstein graduated the University of Massachusetts at Amherst and has also achieved graduate degrees from USC and LSE. Bernstein currently lives in Las Vegas with his wife and daughter.The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-days you 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"Your acres of diamonds are right in front of you waiting to be discovered." - Jeffrey Feldberg and Steve WellsJeffrey Feldberg and Steve Wells are the founders of Deep Wealth. The M&A journey for Jeffrey and Steve began when they said "no" to a 7-figure unsolicited offer. Immediately, the two said "yes" to mastering the art and science of a liquidity event. Two years later, Jeffrey and Steve said "yes" to a 9-figure offer. On the process, Jeffrey and Steve increased their company value 10X.How did Jeffrey and Steve increase their company value 10X and go to a 9-figure liquidity event?Jeffrey and Steve created a proven 9-step solution on how to successfully prepare. 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 launch plan and certainty that you capture the maximum value.SHOW NOTES75% to 90% of businesses listed for sale to failPreparation, Or Lack Of It, Will Either Make Or Break Your Liquidity EventWhy you'll learn about your business and marketplace through preparationHow revenue and profits increase as a result of preparationWhy due diligence from you future buyer isn't enough and too late in the processDo You Run Your Business Or Does Your Business Run Without You?The importance of losing your golden handcuffsWhy you'll find and solve new painful problems for your customersThe power of a market disruptionWhy your enterprise value goes up when it runs without youThe power of keeping a thriving and profitable business forever or selling it tomorrowWhen Your Advisory Team Works, Your Dream WorksThe common mistakes business owners make by using their existing lawyerThe six members of your liquidity event advisory teamWhy the advisory team is not complete until you hire a Chief Exit AdvisorThe role of a Chief Exit Advisor and how this individual helps you win bigLiquidity Events Mistakes Include Thinking Like A Seller Instead Of A BuyerThe power and leverage created when you think like a buyerUnderstanding the different types of buyersWhy you must find each buyer's problem they are hoping your company will solveThe power of the Richter Reverse RFP to find the buyer with the best culUnlock 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"Your acres of diamonds are right in front of you waiting to be discovered." - Jeffrey Feldberg and Steve WellsJeffrey Feldberg and Steve Wells are the founders of Deep Wealth. The M&A journey for Jeffrey and Steve began when they said "no" to a 7-figure unsolicited offer. Immediately, the two said "yes" to mastering the art and science of a liquidity event. Two years later, Jeffrey and Steve said "yes" to a 9-figure offer. On the process, Jeffrey and Steve increased their company value 10X.How did Jeffrey and Steve increase their company value 10X and go to a 9-figure liquidity event?Jeffrey and Steve created a proven 9-step solution on how to successfully prepare. 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 launch plan and certainty that you capture the maximum value.SHOW NOTESA special podcast for Christmas and the New YearWhy Jeffrey and Steve selected the story Acres Of DiamondsHow to find your acres of diamondsWishing you a Merry Christmas and Happy New YearThis podcast is brought to you by Deep Wealth. Are you thinking about a liquidity event? You have one chance to get it right and you better make it count. Enterprise value is created from preparation, and not the event itself. Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value 10X with a 9-figure exit. Click here to book your free exploratory call.Enjoy the interview!SELECTED LINKS FOR THIS EPISODEThe Acres of Diamonds StoryJeffrey Feldberg on LinkedInSteve Wells on LinkedInThe Deep Wealth ExperienceBook Your FREE Deep Wealth Exit 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"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 ButlerJosh 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. His career has been dedicated to facilitating strategic initiatives for both private and public companies with revenue ranging from a few million to over a billion across all industries in the U.S. Michael Butler is a Senior Director at Footprint Capital. Michael is responsible leading sell-side and buy-side engagements with business owners. Michael cultivates relationships with clients, prospects, centers of influence, private equity firms, and family offices.  Josh and Michael share why they have a 98% success rate for exits and liquidity events.SHOW NOTESWhy every business owner must consider a recap for part of their exits or liquidity eventsAn explanation of what a recap is and how it worksHow a recap can create a bigger payout than the first liquidity eventWhy a recap can have you own more of your company and cost less moneyThe new breed of private equity and the long-term benefitsDefining the parameters in which a recap makes sense for youHow a recap can reduce your risk and increase your wealthWhy a business can expand and thrive from a recapUnderstanding how a recap worksMichael and Josh walk through the math of a recap and discuss the benefitsThe opportunities that arise when a recap is integrated with a platform business and add-on businessesWhy the home service industry has blossomed as a result of the coronavirusWhat to look for in a private equity group when considering a recapHow family offices have changed the private equity sceneThe power of a strategic buyer that is powered by private equity when doing a recapJosh shares the experience of a Footprint Capital client who had a 3.5X return in six monUnlock 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! ⭐