

The Deep Wealth Podcast - Unlock Your Deep Wealth—In Business and Life
Deep Wealth by Jeffrey Feldberg
Your business is your legacy, but does it own you? Most entrepreneurs aren’t ready: 90% of exits fail, and founders leave 50-100%+ of the deal value behind.Not from a bad business, but poor preparation.The Deep Wealth Podcast, hosted by Jeffrey Feldberg, who built a startup from his parents’ attic, rejected a 7-figure offer, and secured a 9-figure exit in 24 months, shares his 90-day Deep Wealth Mastery system.Join top founders and dealmakers for proven exit strategies and profit-boosting tips to build a self-managing business and land a legacy-defining deal.Don’t let regret steal your millions. Subscribe at https://iapdw.com/podcast to unlock your freedom and build your golden legacy.
Episodes
Mentioned books

Dec 8, 2020 • 35min
Stop Losing And Start Winning When You Have The Right Liquidity Event Mindset (#34)
Send us a text"Welcome achievement and success when you expect the unexpected" - 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 NOTESWhy you need to create a winning liquidity event mindset by expecting the unexpectedHow mindset helps you both prepare for a liquidity event and get through challengEsHow the mindset of Jeffrey and Steve changed from their preparation and what this meant for themWhy the right preparation and mindset gives you two win-win optionsHow business owners stop their liquidity events right at the finish line and the high cost of doing thisUnderstanding that the value of your business is created from your preparationHow to communicate your way to success with the right liquidity mindsetHow to communicate to customers and employeesThe type of liquidity mindset needed when speaking to customersWhy most business owners who have had liquidity events struggle with communicationYour future buyer knows everything about you. What do you know about your future buyer?Understanding the different types of buyersKnowing how to tune into WII.FM for buyersHow you can leverage your so-called failures into strengths with your future buyerWhy buyers want an upside and what they are looking forWhy buyers pay a premium for your companyUnderstand that it's not buyer beware, buy seller beware and how a liquidity mindset helpsThe reasons why buyers want you to make mistakesA winning liquidity event mindset protects you and your enterprise 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! ⭐

Dec 1, 2020 • 41min
Top Recruiter Stevie Aylsworth On Why Human Capital Is The Most Important Asset For Your Business (#33)
Send us a text"Never lose that zest for life." - Stevie Aylsworth Stevie Aylsworth has been making a difference in the recruitment world for over 15 years. He has created and led recruitment teams that have delivered well over a thousand placements globally. His experience in sales and management is crucial in shaping TriSearch as one of the industry leaders in innovative recruitment.Built on the principle of providing talents recruitment with intention, TriSearch is a full-service talent solutions firm with paradigm shifting managed recruitment services delivered with speed, quality, and value. TriSearch's commitment to precision, original research, and transparency is what sets it apart.Possessing deep human resource experience is what allows TriSearch to be successful at all levels and across all functional areas through the United States, Canada and Europe. Before TriSearch Stevie was formerly a key executive and co-founder at TriWorth and Managing Director of the West Coast division of Job Plex. Stevie graduated from Lehigh University with a B.S. in finance.SHOW NOTESHow Stevie's backgorund in the executive search world set him up for success with TriSearchWhy TriSearch takes a curated approach to recruitment to make it available at all levelsWhy human capital is the most important capitalThe importance of teamwork when doing a searchWhy the "do it yourself recruitment" approach is a myth you need to stop believing90% of TriSearch's placements are people who are already employed and not looking for a jobWhat to look for in a recruitment guarantee and why all guarantees aren't the sameWhat you can't do with an in-house recruiter that you can do with an outside recruiterWhat you don't know about the contingent recruitment model but really shouldWhy a retained recruitment model levels the playing field and gets you the best resultsStevie's approach to helping a business finds its ideal employeesThe length of time you should expect for a talent searchThe dangers in buying into the brand name of a recruiter and what you should be looking at insteadHow TriSearch structure's its team for successWhy the human element is key in recruiting despite advances in technologyWhat to look for in the candidate's experienceUnlock 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! ⭐

Nov 24, 2020 • 45min
Gracious Exit CEO And Founder Alison Winter On Preparing For The Most Important Exit Of Your Life (#32)
Send us a text"Always be able to take care of yourself." - Alison WinterAlison Winter is the Co-Fonder and CEO of Gracious Exit LLC, a web-based resource for individuals and families to prepare for the end of life. The workbooks and articles and resources provide the roadmap to navigate this last stage of one’s like, and do it in a way that is positive, eliminates a burden for those left behind, and leaves a full picture of one’s positive contributions. In 2006, Alison retired from Northern Trust Corporation, completing a markedly successful thirty-five year career, where she held leadership roles with increasing scope since 1987. She served on the Management Committee for the last five years of her tenure with Northern Trust. When she retired, Ms. Winter was the founding President and CEO of Personal Financial Services-Northeast based in New York, where she established the Northern Trust’s presence in that highly attractive and competitive market. Prior to that, she served as Co-President of Personal Financial Services for Northern Trust. In all, she expanded the Northern Trust franchise as a leader in managing the wealth of the affluent in 20 new markets, on the West Coast, The Midwest and the Northeast. Technology innovation, strategy, brand management and customer focus are hallmarks of her career. In 2001, together with Susan S. Stautberg, they co-founded WomenCorporateDirectors (WCD), the only chapter-based international organization for women serving on Corporate Boards with over 3500 members serving on over 6000 Boards globally. She established the framework for scaling up, domestically and internationally, and there are now 80+ chapters on six continents. The organization has now been transitioned to Women Corporate Directors Foundation for Education and Research. Ms. Winter received her MBA from the University of Chicago Graduate School of Business, earned her Chartered Financial Analyst designation, and is a member of the CFA Institute. She holds a BA from San Francisco College for Women. Over her career, she served on dozens of charitable and civic organizations, including Los Angeles Metro YMCA, New York Metro YMCA, The Joffrey Ballet of both Los Angeles and Chicago, Steppenwolf Theatre, and United Way Women’s Leadership Initiative. In 1998, she became the first woman to be Chair of the Los Angeles Area Chamber of Commerce in itUnlock 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! ⭐

Nov 17, 2020 • 39min
5 Stupid M&A Deal Killers That Are Robbing You Of Enormous Success (#31)
Send us a text"Successful people focus on progress and not perfection." - 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 NOTESWhy the level of preparation you to do increases the value of your business tomorrowHow 90% of M&A deals fail and what you can do about itThe importance of realizing the odds are against youHow most business owners leave millions of dollars of their money on the deal tableHow preparation finds the skeletons in your closetWhy you must find the hidden Rembrandts in your attic and communicate this to your buyerWhy you shouldn't believe the myth of waiting for your competition to give you an offerWhat you must do to successfully deal with your investment bankerThe importance of the right mindset from start to finish of your liquidity eventHow vulnerability in front of your future buyer is a strength and not a weaknessWhat your buyer is looking for in your businessX-Factors to increase the profitability of your businessWhy the wrong emotional mindset is one of the top M&A deal killersOne of the X-Factors is your business model and how most business owners drop the bal in this areaThe importance of knowing the different types of buyers and what they're looking forWhy every mistake you make puts your hard-earned money in the pocket of your future buyerHow a buyer tempts you into making classic mistakes and how you can avoid these mistakesThe importance of your business running without you, especially during a liquidity eventUnlock 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! ⭐

Nov 10, 2020 • 45min
Investment Bankers Josh Curtis and Michael Butler Reveal Little Known Strategies To Help You Increase The Value Of Your Business (#30)
Send us a text"Trust is the backbone of everything that we do because we are focused on that end result" - Josh Curtis"The one thing we can attribute our high success rate to, is we do our homework upfront." - 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 Footprint Capital provides tailored solutions to smaller businessesHow Footprint Capital focuses on your legacy on your liquidity eventWhy being industry agnostic gives Josh and Michael the edge for liquidity eventsThe power of preparation today to help you increase your business value tomorrowCommon areas business owners overlook that lower the value of the businessWhy you must hire the best advisors for your exit or liquidity eventThe dangers of personal expenses and how it can hurt your business valueHow Michael and Josh do their homework before saying "yes" to working with a companyWhy you should believe those "country club" stories of exit and liquidity eventsHow Michael and Josh increased a client's business value by over $20 millionThe power of adding discipline and a proven system to a process to create valueWhy you need to know the most common value detractors and how to fix themHow to organize your company for your liquidity eventKey things to look for when selecting an investment bankerDifferent tools and approaches to determine the value of a businessHow to set your expectations for the value of your busineUnlock 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! ⭐

Nov 3, 2020 • 45min
Entertainment Industry Veteran Berry Meyerowitz On How Culture Drives Results And EBITDA (#29)
Send us a text"Treat your people well, pay your people well and over bonus them when you can. Create a great culture and do whatever you need to do to have your people happy." - Berry MeyerowitzBerry Meyerowitz is the Co-President of the Quiver Group of Companies. Quiver focuses on the financing, acquisition and global distribution of feature films and television series.Berry was the former President of Momentum Pictures, focused on distributing films and television series in the U.S. and around the world. Berry oversaw strategic planning, key customer partnerships, content acquisitions and day-to-day operations. Berry joined Entertainment One following the acquisition of his company, Phase 4 Films, where he served as President & CEO. After founding Phase 4 in 2009, Berry and his team transformed it into one of the leading independent distributors. From 2011 to 2016, Phase 4 Films doubled in revenue while EBITDA more than tripled during this period.Prior to Phase 4, Berry was President of Peace Arch Home Entertainment, a division he started after selling his previous company, kaBOOM! Entertainment. He also worked at 20th Century Fox where he led successful campaigns for films such as The Star Wars Trilogy, There’s Something About Mary and The Full Monty.Berry is a former member of Young Presidents' Organization. He has an MBA from the Schulich School of Business.SHOW NOTESBerry's journey from the sports world to entertainmentWhy selecting an opportunity based on the people you surround yourself is the key to successHow mentorship shaped Berry's career and business philosophyHow Berry learned about selling and buying businesses early in his careerWhy you must realize you can't do it all and surround yourself with talented people to helpThe power of leadership transparency within a companyWhy weekly and monthly team meetings made a difference in profitability and growthWhy Berry did yearly offsite retreats and overspent on the eventHow spending the time and effort to know your customers gets resultsThe difference a talented and full-time HR professional can make in your companyWhy job titles and schooling mean nothing when it comes to performanceWhy Berry shared financials and goals with everyone in the companyThe importance of celeUnlock 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! ⭐

Oct 27, 2020 • 42min
Dr. Brian Doorek On Why Your True Wealth Is Your Health And How To Stay Healthy During Your Liquidity Event (#28)
Send us a text"If you're not feeling fulfillment in your life, all that other stuff doesn't matter?" - Dr. Brian DoorekDr. Brian Dooreck is a Gastroenterologist in South Florida who works with select individuals and C-suite leadership teams focusing on “actionable accountability” — aimed at measurable “outcomes and results.”Dr. Dooreck completed a post-Baccalaureate while at the Harvard School of Public Health before earning his medical degree from the Sackler School of Medicine at Tel Aviv University. He returned to New York City where he completed his Internal Medicine Residency and year as Chief Resident at St. Luke's-Roosevelt Hospital, a Columbia University teaching hospital. Dr. Dooreck received clinical training in Gastroenterology and Hepatology at the University of Miami/Jackson Memorial Hospital and distinguished Center for Liver Diseases; named by US News as one of America’s Best Hospitals for Digestive Disorders.SHOW NOTESThe health dangers the pandemic has created from people working from homeWhy your health is your wealthHow Dr. Dooreck pays-it-forward in social media to keep people healthyWhy health goals are critical but not being critical about yourself is as importantHow Dr. Dooreck ensures he is in top shape The dangers of obsessing in the wrong areasYou schedule your day for success, and you can schedule your healthHow Dr. Dooreck stays healthy and fit during the pandemicIf you're not feeling fulfillment in your life, nothing else mattersThe power of the words "actionable accountability"Why you're not advocating if you're not learningHow Dr. Dooreck selectively works with leaders to ensure top healthThe important role that food plays in your mental and physical healthWhy Dr. Dooreck is a big proponent of scheduling your healthWhy you must plan your day to reach your goals and how you can do itThe first question Dr. Dooreck asks himself when he wakes up each morningDr. Dooreck describes the early days of the pandemic and his strategies to stay healthy, sane, and safeThe importance of a daily routineHow stress ravages the body and what you can do to protect yourselfDr. Dooreck shares how a winning perspective on life can also transform your business lifeUnlock 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! ⭐

Oct 20, 2020 • 43min
Financial Economist Mike McDonald On How And Why You Should Seek Alpha For Your Business To Maximize Profits (#27)
Send us a text"Taking chances on average over time, if you're smart about it pays off and pays a dividend." - Mike McDonaldDr. Michael McDonald is a professional financial economist with a PhD in finance, and a significant background working in finance including a decade on Wall Street and in various corporate finance roles. His consulting clients have included Fortune 500 firms, banks, hedge funds, asset managers, and government agencies. Michael prides himself on being adept at identifying areas of financial challenges or opportunity for firms and then capitalizing on them. Michael excels in explaining and applying sophisticated topics in corporate finance and business intelligence in a way that is comprehensive yet understandable to finance and non-finance professionals alikeHe specializes in working on analysis and decisions related to big data, business intelligence, financial forecasting, pricing and operational effectiveness. Michael has authored extensive research studies on investments, corporate debt, rates of return to investors under various scenarios, and valuation of tangible and intangible assets. His work has appeared in the Journal of Corporate Finance, the Journal of Behavioral Finance, the Journal of Business and Behavioral Studies, the Journal of Fixed Income, Studies in Economics and Finance, and the Pacific Basin Journal of Finance among other professional journals. He has also authored numerous case studies on situations in corporate bankruptcies, spin-offs, restructurings, mergers, and other significant business events. Michael’s work has been cited by the Wall Street Journal, Marketwatch, Bloomberg, Reuters, and other news organizations.SHOW NOTESFrom the classroom to the board room, Mike's storyHow Mike helps Dell, Microsoft, and Goldman Sachs growLessons mid-market businesses can learn for large businessesHow to find a gold mind of opportunities by licensing products from universitiesThe industry-leading study Mike did on investment bankers and liquidity eventsWhat business owners must know about the preparation process for a liquidity eventTwo metrics business owners must ask about their businessesThe surprising answer to the question, "would you rather have a 1% increase in volume or price?"Why seeking alpha isn't just for stocksUnlock 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! ⭐

Oct 13, 2020 • 48min
Investment Banker Peter Kubasek On Everything You Should Know About A Liquidity Event But Probably Don’t (#26)
Send us a text"If you prepare, then you have a much better chance of capturing the multiple that you desire to get" - Peter KubasekPeter Kubasek is Founder and a 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 package goods and distribution.After earning an MBA from Pepperdine University, Peter began his career at Andersen Consulting in Los Angeles, moving quickly into Corporate Development roles at Nestlé USA and The Loewen Group. Peter obtained his undergraduate business degree Magna Cum Laude from John Brown University.Peter is a member of the national Young Presidents’ Organization, the Cincinnati Association for Corporate Growth and the Business Growth Alliance Affiliate Board. He is the former President of the Cincinnati ACG. He has also served with the boards of several local charitable organizations and has volunteered in a variety of service endeavors. Peter and his wife Maryam have been married more than 30 years and have two sons, Hudson and Luke. They live in Loveland, Ohio. Having grown up in Vancouver, British Columbia, Peter has a great love for the game of hockey and has coached his sons and other local youth.SHOW NOTESThe story of Peter's Uncle, Bill Baher, whose life lessons helped Peter become the person he is todayWhy preparation is the key to unlocking the multiple you want when selling your businessThe importance of preparing yourself for life after your exitWhy not all investment bankers may not be the advocates you think they areThe dangers of not involving your team in your exit from day oneWhy it's better to pay tax now on personal expenses than pay later during your exitHow business owners leave untold millions of dollaUnlock 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! ⭐

Oct 6, 2020 • 39min
George Sandmann On How To Grow Your Business And Increase Enterprise Value (#25)
Send us a text"We lose sight of the fact that we start companies to convert our sweat and treasure into valuable equity. One day we will sell to someone, so that we can fund our family's wealth goals." - George SandmannGeorge is the CEO CoreValue Advisor Software. An attorney by training, George is an entrepreneur with almost 30 years experience starting and growing companies. George joined CoreValue Software in 2013, and in 2017 founded his current company, creating a complete business consulting system based on the CoreValue Software. In addition to his work with CoreValue, George co-founded the Association for Enterprise Growth, served as Interim Executive Director of the International Growth & Exit Planning Association, and is co-authoring the 'Growth Consulting' curriculum for the Consultants' Training Institute.In 2020 George developed the '3 Dimensions of Business Growth' methodology, making private company growth and equity value actionable. SHOW NOTESGeorge's background and adventures in businessHow to create a company that is stable and easy to runWhy your goal needs to be predictable revenue, profits, and cash flowThe three dimensions of business growthHow CoreValue was created and its missionWhy over 25,000 companies use CoreValueThe power of creating an operating manual for your businessWhy every business owner must identify the niche the business operates inHow CoreValue takes the SWOT approach to your business to create actionable itemsWhy you must think of your business from your future buyer's perspectiveAligning your enterprise value with your lifestyle financial requirementsThe power of knowing where you need to be today so you can get there tomorrowWhy 80% of business valuators rely on CoreValueCase studies of business owners who leverage CoreValue to create lucrative liquidity eventsThree things every business must do to welcome successWhy sales and marketing is the number one contributor to value gapThe change in tides in the marketplace of companies realizing their employees need to be in the office and not at homeHow most business owners are one person away from catastrophe and what to do about itStepping back and analyzing what tasks in your business are irrelevanUnlock 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! ⭐


