The Sell My Business Podcast
Health Insurance Superhero Mark Gaunya - How To Increase Both EBITDA And The Quality Of Care Through Little Known Health Insurance Strategies

Health Insurance Superhero Mark Gaunya - How To Increase Both EBITDA And The Quality Of Care Through Little Known Health Insurance Strategies

November 30, 2021

"Take a breath. Step back. Process. Meditate.." - Mark Gaunya

Mark Gaunya is a principal at Borislow Insurance (BI) and the founder of Captivated Health. BI is a leading regional employee benefit brokerage and strategic advisory firm.

Mark is a pioneer in using health and wellness plans to lower costs and improve health. In 2017, Employee Benefit News named Mark as a national Top 30 Benefits Advisor to Watch. In 2014, Mark accepted the most innovative broker of the year award.

Captivated Health helps middle-market employers Bend The Healthcare Trend. Mark shares how a business can provide a high quality of care while lowering costs. At the same time, Mark reveals how the health insurance industry is set up against you and what you can do about it.

Please enjoy!

SELECTED LINKS FOR THIS EPISODE

Mark's Book: Bend The Healthcare Trend

Mark[at]Borislow[dot]com

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by Deep Wealth. 

Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count. 

But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.

Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later. 

Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event. 

After all, how can you master something you've never done before? 

Are you leaving millions on the table? 

Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.  

Click here to book your free exploratory call.

Enjoy the interview!

Thought Leader Jason Mandel - The Art And Science Of Increasing Enterprise Value, Employee Retention, And Protecting Your Business Through Insurance

Thought Leader Jason Mandel - The Art And Science Of Increasing Enterprise Value, Employee Retention, And Protecting Your Business Through Insurance

November 21, 2021

"Surround yourself with people that have greater expertise than you." - Jason Mandel

Jason Mandel has over 25 years of entrepreneurial experience in financial services and insurance. Mandel is the founder of ESG Insurance Solutions LLC and principal of Sky Gem Advisors, a business consulting firm. Previously, he was a partner at Soundview Strategic Advisors and HM Fund Management. In addition, Jason has held positions at the LeFrak Organization, D.E. Shaw, and Cantor Fitzgerald.

Through innovative insurance solutions, Jason helps business owners in three key areas:

1.   Increase enterprise value

2.   Keep top talent

3.   Protect your business.

Jason reveals little-known strategies to help take your business to the next level.

Please enjoy!

SELECTED LINKS FOR THIS EPISODE

Jason Mandel on LinkedIN

insurancethoughtleadership.com

esginsurancesolutions.com

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by Deep Wealth. 

Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count. 

But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.

Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later. 

Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event. 

After all, how can you master something you've never done before? 

Are you leaving millions on the table? 

Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.  

Click here to book your free exploratory call.

Enjoy the interview!

Visionary Business Owner Tony Chiapetta Reveals Why Less Is More When It Comes To Increasing EBITDA Through Technology

Visionary Business Owner Tony Chiapetta Reveals Why Less Is More When It Comes To Increasing EBITDA Through Technology

November 16, 2021

"Simplify wherever possible" - Tony Chiapetta

As an entrepreneur for almost 20 years, Tony Chiappetta's mission is to change the IT game to people first, instead of focusing on fixing tech problems. Whether Chiappetta's company runs a client's IT division or complements a client's dedicated IT team, the less is more mantra has been a game-changer. That especially has been the case over the last 12 months, since COVID-19 forced most employees to work from home. Two years after graduating from the University of Southern California in 2000, Chiappetta decided to leave the corporate world and go into business for himself with AMC Modern IT.

He reached out to 1000 people, cold calling people directly from the Yellow Pages before landing his first client, an older real estate agent who says Chiappetta reminded him of his younger self. Chiappetta went from charging hourly rates as a 23-year-old to eventually monitoring systems and backup systems on a daily rate to building a team of 24 employees in 2014.

That year, Tony's company was trying to plug tech holes, pull all-nighters and solve an overwhelming amount of problems. So, Chiappetta devised a list of 400 items that prevented downtime and security breaches, as well as created client-specific documentation, such as a detailed new user set-up and removal process for each client. He then created a dedicated role in his organization to continuously review the checklist and found he was preventing 80% of reactive issues that once plagued his clients.

Without reactive issues, time was now focused on creating IT strategies for his clients. This new process required a lot more time so, Chiappetta was forced to raise rates exponentially which left him with 19 clients from an original pool of hundreds and dropped his employee counts from 24 to eight.

But eventually, the smaller pool of clients became a much bigger one and his team began to rebuild as well. Now, Chiappetta and his firm are global with employees and clients around the world.

 

SHOW NOTES

  • Why you need to have the right employees in the right position to help run the business
  • The importance of training employees
  • How employees need to see the big picture to become more productive
  • What's wrong with IT today, and what's needed to have IT as an agent for growth and profits
  • Why your most valuable "assets" are your employees
  • How COVID-19 has forever changed the workplace and what you can do about it
  • The importance of accountability and clarity in a business
  • Why you shouldn't be hosting and managing servers in-house
  • What you need to know about where technology is heading
  • How to free up your time to focus on a strategy that grows the business
  • Why Tony going from 24 employees to 8 employees after he raised prices was a blessing in disguise
  • The importance of structure and documentation
  • Why systems and processes make it easier to lead employees
  • The difference between managing and leading
  • Why a great business to sell is also a great business to keep
  • The importance of coaches and mentors
  • Know that what seems like a big issue at the time isn't
  • The power of focusing on the big picture

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 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. 

Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.  

Click here to book your free exploratory call.

Enjoy the interview!

SELECTED LINKS FOR THIS EPISODE

Finding Tony On Teams Tuesday

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by the Deep Wealth Experience. 

Your liquidity event is the largest and most important financial transaction of your life. 

But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave anywhere from 50% to over 100% of their deal value in the buyer's pocket and don't even know it.

I should know. I said no to a seven-figure offer and yes, to mastering the art and science of a liquidity event. Two years later, I said yes to a different buyer with a nine-figure offer. 

Are you thinking about an exit or liquidity event? 

If you believe that you either don't have the time or you'll prepare closer to your liquidity event, think again. 

Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event. 

After all, how can you master something you've never done before? 

Let the 90-day Deep Wealth Experience and our nine-step roadmap of preparation help you capture the maximum value for your liquidity event. 

Are you leaving millions on the table? 

Please visit www.deepwealth.com/success to learn more.

Strategic Change Leader Jim Barnish Reveals How Your Business Can Grow Smart And Grow Fast

Strategic Change Leader Jim Barnish Reveals How Your Business Can Grow Smart And Grow Fast

November 9, 2021

"You can be a leader, but don't always need the ball in your hands" - Jim Barnish

Jim Barnish is the Co-founding Managing Partner of Orchid Black. Jim is a strategic change leader with over 15 years of leadership experience in global and integrated operations. M&A and strategic go-to-market planning. 

Drawing on deep operational and investment experience at startup and scale-up businesses, Jim has created and curated a collection of proven data-driven processes and methodologies to help companies build a scalable, fundable, VC-ready solution with accelerating organic growth. 

SHOW NOTES

  • Jim shares the mission of Orchid Black to help early growth stage companies
  • How to become a durable and robust business growing to new heights
  • What a company needs to do at the pre-product market stage for success
  • Strategies to grow during the post-product market stage
  • What growth experts focus on to help your business welcome rapid growth
  • The power of Orchid Black's 360 perspective platform
  • Why you must create a strategy that aligns with your team
  • The power of a strategic narrative
  • Why you must show transferable value to your future buyer
  • How the correct type of strategy connects to your operating model
  • Why you must ensure your business runs without you
  • The power of a coach to help business owners
  • How to avoid burnout so you can thrive and prosper
  • Strategies you can use to fund growth
  • Why you and your business must show compassion, especially with the coronavirus pandemic
  • How the coronavirus pandemic has forever changed the business landscape
  • M&A valuations as a result of the coronavirus pandemic and where the market is heading
  • How to think about the timing of your liquidity event
  • The pyramid of value and how you can incorporate it into your business
  • Why you must build a moat around your business to drive value and protect you from the competition
  • The difference between being bought versus sold
  • What you can do to be a better leader and welcome growth

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 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. 

Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.  

Click here to book your free exploratory call.

Enjoy the interview!

SELECTED LINKS FOR THIS EPISODE

Jim Barnish on LinkedIn

Jim's email JB[at]Orchid[dot]black 

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by the Deep Wealth Experience. 

Your liquidity event is the largest and most important financial transaction of your life. 

But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave anywhere from 50% to over 100% of their deal value in the buyer's pocket and don't even know it.

I should know. I said no to a seven-figure offer and yes, to mastering the art and science of a liquidity event. Two years later, I said yes to a different buyer with a nine-figure offer. 

Are you thinking about an exit or liquidity event? 

If you believe that you either don't have the time or you'll prepare closer to your liquidity event, think again. 

Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event. 

After all, how can you master something you've never done before? 

Let the 90-day Deep Wealth Experience and our nine-step roadmap of preparation help you capture the maximum value for your liquidity event. 

Are you leaving millions on the table? 

Please visit www.deepwealth.com/success to learn more.

How To Become Unstoppable With These 5 X-Factors That Increase Enterprise Value

How To Become Unstoppable With These 5 X-Factors That Increase Enterprise Value

November 2, 2021

"Show me your business model and I'll tell you your future" - 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 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 NOTES

  • X-Factors That Increase Enterprise Value Include A Strong Management Team
  • Does the business run without you
  • What A Buyer Wants
  • Why you get more growth and market disruptions when your business runs without you
  • Why Your Business Model Sucks And What You Can Do About It
  • The three must-have components of a market-disrupting business model
  • Look To A Blue Ocean As One Of The X-Factors That Increase Enterprise Value
  • How to get out of a red ocean and into a blue ocean
  • Why you'll create a market disruption with a blue ocean
  • Why A Rich And Thriving Culture Is One Of The X-Factors That Increase Enterprise Value
  • How culture is like a fingerprint
  • Why a rich and thriving culture includes KPIs
  • The importance of a vision that all your stakeholders know
  • Why Four Kinds Of Clarity Are Part Of The X-Factors That Increase Enterprise Value
  • Finding the balance between abdication and micro-management
  • How structural clarity makes it clear for the role of every position
  • Why job clarity sets expectations of what each person should and should not be doing
  • The importance of task clarity in documenting systems and processes

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 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. 

Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.  

Click here to book your free exploratory call.

Enjoy the interview!

SELECTED LINKS FOR THIS EPISODE

Jeffrey Feldberg on LinkedIn

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by the Deep Wealth Experience. 

Your liquidity event is the largest and most important financial transaction of your life. 

But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave anywhere from 50% to over 100% of their deal value in the buyer's pocket and don't even know it.

I should know. I said no to a seven-figure offer and yes, to mastering the art and science of a liquidity event. Two years later, I said yes to a different buyer with a nine-figure offer. 

Are you thinking about an exit or liquidity event? 

If you believe that you either don't have the time or you'll prepare closer to your liquidity event, think again. 

Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event. 

After all, how can you master something you've never done before? 

Let the 90-day Deep Wealth Experience and our nine-step roadmap of preparation help you capture the maximum value for your liquidity event. 

Are you leaving millions on the table? 

Please visit www.deepwealth.com/success to learn more.

Hemu Javeri, One Of India‘s Most Respected CEOs, Shares Powerful Strategies For Success In Business And Life

Hemu Javeri, One Of India‘s Most Respected CEOs, Shares Powerful Strategies For Success In Business And Life

October 26, 2021

"Unless you are future-ready you will not survive in the medium and long-term" - Hemu Javeri

Hemu Javeri is a new age investor, entrepreneur, board member, and formally you, one of India's most respected CEOs with a proven track record. Hemu's strengths are diverse consumer businesses, D2C tech, mobile and digital technology, and innovation.

Hemu contributes significant shareholder value by building new businesses and transforming large companies. Hemu has created and built world-class consumer brands, leveraged disruptive technology and innovation, built a large omnichannel distribution, including complex retail networks, and inspired, nurtured, and built passionate teams.

Hemu has pioneered innovation in mobile and internet businesses and created one of India's first PE fund managers with a hands-on value-adding and investment philosophy that delivered substantial returns by innovative exits.

In earlier professional roles Hemu was President of Madeira Garments, India's largest lifestyle apparel company, and Country, Head of Nike India. Current board roles for Hemu include being the Chairman and CEO of the First Cricket Company, Founder and Chairman of Zeven Sports, and Co-founder and Managing Director of Forum Synergies PE Fund Manager.

Hemu is a member of YPO and is the Founder and Managing Trustee of Hasmukh Kala Foundation, which helps to transform the lives of women through music and the performing arts.

Hemu enjoys golf and scuba diving and is trained in Hindustani classical music.

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 NOTES

  • Hemu shares how he went from a corporate CEO to an entrepreneur
  • Why you won't survive in business unless you are future-ready
  • The importance of a long-term commitment to delegate
  • Why you're destroying value in your business unless you hire the right CEO to run your business
  • How Hemu created the first private equity fund manager in South Asia
  • As the world has changed, how have you changed?
  • Why your error in judgment can put you out of business unless you know how to respond
  • How lack of resources can harm your business or put you out of business
  • Why you must be resourced with people and money for a prosperous future
  • The importance to put yourself out of business to put yourself into a bigger business
  • Why you must show how you're future-ready to your buyer
  • How exitable your business is determines the size of the deal and if there is a deal
  • Why value optimization is more critical than price optimization in a liquidity event
  • The importance of thinking like a buyer and understanding the exit your buyer wants
  • Why your liquidity event won't work unless there's a win-win for buyer and seller
  • The importance of looking beyond your ecosystem for success in your liquidity event
  • Why you must understand that most things in life are out of your control
  • How you can avoid regrets in life by accepting the choices you make and don't make

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 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. 

Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.  

Click here to book your free exploratory call.

Enjoy the interview!

SELECTED LINKS FOR THIS EPISODE

Hemu's email hemjaveri[at]yahoo[dot]com

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by the Deep Wealth Experience. 

Your liquidity event is the largest and most important financial transaction of your life. 

But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave anywhere from 50% to over 100% of their deal value in the buyer's pocket and don't even know it.

I should know. I said no to a seven-figure offer and yes, to mastering the art and science of a liquidity event. Two years later, I said yes to a different buyer with a nine-figure offer. 

Are you thinking about an exit or liquidity event? 

If you believe that you either don't have the time or you'll prepare closer to your liquidity event, think again. 

Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event. 

After all, how can you master something you've never done before? 

Let the 90-day Deep Wealth Experience and our nine-step roadmap of preparation help you capture the maximum value for your liquidity event. 

Are you leaving millions on the table? 

Please visit www.deepwealth.com/success to learn more.

 

Make it BrEpic! Former Journalist Now PR Company Founder Justin Breen Reveals How Visionary Entrepreneurs Create Extraordinary Success

Make it BrEpic! Former Journalist Now PR Company Founder Justin Breen Reveals How Visionary Entrepreneurs Create Extraordinary Success

October 19, 2021

"I'm so direct because that weeds out nonsense and attracts greatness." - Justin Breen

Justin Breen is the founder and CEO of BrEpic Communications LLC, a public relations company that works exclusively with visionaries and exceptional businesses around the world. Although BrEpic Communications is a public relations firm- Justin still considers himself a journalist- which is how he started out in his career.

Breen is hard-wired to seek out and create viral, thought-provoking stories that the media craves, and he finds the best stories when he networks with visionary entrepreneurs and executives who understand the value of investing in themselves and their businesses.

In May 2020, Justin published his first book, Epic Business. The book details 30 lessons that he’s learned working with some of the top entrepreneurs in the world and outlines how he has applied their wisdom to his company.

Justin attended the University of Illinois, where he received his Bachelor’s of Science in News and Editorial Journalism. In 2020 his company was a winner of the Silver Trumpet award from the Publicity Club of Chicago.

Justin resides in the Greater Chicago area with his wife, Sarah, and two children, Jake and Chase.

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 NOTES

  • You're either born to be the highest performing entrepreneur on the planet or not
  • How successful entrepreneurs overcome bankruptcy, depression, high-level anxiety, and traumatic experiences
  • Justin shares how he started BrEpic Communications LLC with no business background
  • How Justin simplifies messages and turns them into patterns
  • To create a successful global company: see a problem, create a solution, problem solved
  • How BrEpic solves a problem for both the media and business owners to create success
  • Why your mindset helps you create massive success
  • The power of a visionary, abundance, and investment mindset
  • How to stop being the best-kept secret in your industry
  • Why gratitude is key to success in business and life
  • The importance of family to fuel business and life success
  • How it's impossible to be ungrateful when you're feeling grateful
  • Why daily rituals determine your success or failure
  • How Justin wrote his best-selling book in 43 days
  • Why you should adopt the approach of activate, maximize, and achieve to gets results
  • Justin's mission is to be a connecting superhero for every visionary, abundance, investment mindset entrepreneur and share their stories to the world. What's your mission?
  • How COVID-19 has forever changed business and society in positive ways

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 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. 

Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event. 

 

Click here to book your free exploratory call.

Enjoy the interview!

SELECTED LINKS FOR THIS EPISODE

Justin Breen on LinkedIn

Justin's book Epic Business: 30 Secrets to Build Your Business Exponentially and Give You the Freedom to Live the Life You Want!

BrEpic Communications LLC website

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by the Deep Wealth Experience. 

Your liquidity event is the largest and most important financial transaction of your life. 

But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave anywhere from 50% to over 100% of their deal value in the buyer's pocket and don't even know it.

I should know. I said no to a seven-figure offer and yes, to mastering the art and science of a liquidity event. Two years later, I said yes to a different buyer with a nine-figure offer. 

Are you thinking about an exit or liquidity event? 

If you believe that you either don't have the time or you'll prepare closer to your liquidity event, think again. 

Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event. 

After all, how can you master something you've never done before? 

Let the 90-day Deep Wealth Experience and our nine-step roadmap of preparation help you capture the maximum value for your liquidity event. 

Are you leaving millions on the table? 

Please visit www.deepwealth.com/success to learn more.

 

Dan Goodwin Reveals Little Known Techniques That Will Help You Make The Best Hiring Decisions For Your Business

Dan Goodwin Reveals Little Known Techniques That Will Help You Make The Best Hiring Decisions For Your Business

October 12, 2021

"Wake up, stay focused, celebrate your wins, and believe in yourself." - Dan Goodwin

After finishing a 19-year career in 2007 with Sprint Corporation, Dan Goodwin embarked on his entrepreneurial journey and transitioned to business ownership and entrepreneur. During his tenure at Sprint. Dan completed both his Bachelor's Degree in Human Resource Management and a Master's Degree in Business Administration.

Upon leaving Sprint, Dan used his corporate skills and immediately founded CYA Consulting. A coaching and consulting company, which specializes in helping business owners during startup and scale-up of their businesses as well as a proactive response to crisis events, such as security and personnel issues.

Dan also teaches at his Alma Mater as an adjunct professor for a Master's course in Entrepreneurship. Dan brings his skills to business and advises everyone to Think Like an Investigator.

Trained in interrogation and interview techniques, Dan uses his skills and expertise to assist his clients to examine all available information, to make the best possible decisions in the present moment. Dan's unique approach to research engagement and investigative technique serves him well, as he draws upon the thousands of interviews, he completed over his corporate and entrepreneur life.

Dan believes everyone can improve their skills when it comes to research, interviews, and better business decisions by preparing and being armed with a structured method to obtain information.

This information along with other observations allows the business owner or department manager to make better decisions.

Dan is a connector of people and has built an extensive network as he works to build relationships with the entrepreneurial community in Kansas City as well as all over the world. Dan is excited about his continuing opportunities as he helps a launch business, real estate ventures, and working towards generational wealth. He also connects business owners and invites a select few to become members of a private invite-only mastermind group.

Dan has a heart for people who are focused on education, personal growth, and impacting the world for good.

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 NOTES

  • Dan shares how he learned the same system that the Feds use to interrogate and interview people
  • Why as a business owner your actions must be congruent with your words
  • How focusing on your vision prevents rifts in the business
  • Specific screen practices that let you know if a candidate is lying in an interview
  • How there are 14 baseline questions that set the bar for normal and honest answers in an interview
  • Why 80% to 90% of the time people are honest in an interview
  • Why you need to find out the secrets that people may not be telling you
  • How creating uncertainty in the interview can shake people up to have them tell you the truth
  • Why you must ask open-ended questions in an interview to discover the truth
  • The importance of direct, honest communication and conversation 
  • Why you must allow up to 24 months to prepare for your liquidity event
  • How to perform background checks to reveal the hidden information about a candidate
  • Why you must perform DTFW (Do The Fantastic Work) for background checks
  • The importance of performing three to four reviews of candidates before hiring
  • Why you must ask thought-provoking pattern interrupt questions in an interview
  • The importance of following the motto of trust but verify with candidates
  • How AI for interviewing candidates is good but still needs the human touch
  • Why a good interviewer digs deep enough to get that person off-script 
  • The power of the interview question, "how would you know if that wasn't true?"
  • How being in rapport with people has them feel comfortable, to be honest with you
  • The importance of applying approach, reach, and timing for communications
  • Why you must wake up, stay focused, celebrate your wins, and believe in yourself 

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 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. 

Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.  

Click here to book your free exploratory call.

Enjoy the interview!

SELECTED LINKS FOR THIS EPISODE

Dan's LinkedIn profile

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by the Deep Wealth Experience. 

Your liquidity event is the largest and most important financial transaction of your life. 

 But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave anywhere from 50% to over 100% of their deal value in the buyer's pocket and don't even know it.

I should know. I said no to a seven-figure offer and yes, to mastering the art and science of a liquidity event. Two years later, I said yes to a different buyer with a nine-figure offer. 

Are you thinking about an exit or liquidity event? 

If you believe that you either don't have the time or you'll prepare closer to your liquidity event, think again. 

Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event. 

After all, how can you master something you've never done before? 

Let the 90-day Deep Wealth Experience and our nine-step roadmap of preparation help you capture the maximum value for your liquidity event. 

Are you leaving millions on the table? 

Please visit www.deepwealth.com/success to learn more.

Author, Thought Leader, And Podcaster John Corcoran On The Power Of Podcasts That Will Help You Increase ROI, Authority, And Legacy

Author, Thought Leader, And Podcaster John Corcoran On The Power Of Podcasts That Will Help You Increase ROI, Authority, And Legacy

October 7, 2021

"Remain focused on the bigger future and the potential." - John Corcoran

John Corcoran is a recovering attorney and a writer, author, father of four, and a former Clinton, White House writer, and speechwriter to the Governor of California.

Throughout his career, John has worked in Hollywood, the heart of Silicon Valley, and ran his boutique law firm in the San Francisco Bay area, catering to small business owners and entrepreneurs. 

He's also the author of three books about relationship building and client acquisition and has written for Forbes, Entrepreneur, Business Insider, Life, Hacker, The San Francisco Chronicle, and basically anywhere else that will let him.

He's been the host of the Smart Business Revolution podcast since 2012, through which he has interviewed hundreds of CEOs, founders, authors, and entrepreneurs from Peter Diamandis and Adam Grant to Gary Vaynerchuk and Marie Forleo.

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 NOTES

  • Lessons John learned working for President Clinton and DreamWorks
  • The importance of being deliberate about building relationships
  • How gumption and conviction helps you succeed and overcomes lack of money
  • The end result of marrying networking with content to drive deeper connections
  • How you deliver value when you give people exposure through a podcast
  • Why networking means being intentional about staying in touch with your contacts
  • How to deliberately grow your network
  • How to overcome imposter syndrome through perspective
  • Why you must look within to find how you can deliver value to those around you
  • The power of having conversations based on the normal and natural
  • How researching people before speaking with them sets you up for success
  • John shares his story about his conversation with President Clinton
  • Why networking also means introducing people to each other to add value
  • Why introverts may be better relationship builders than extroverts
  • How a podcast delivers value and has you relevant for other people
  • What you should think about when starting your podcast to set you up for success
  • Why now is the best time for starting your podcast
  • How starting your podcast provides the opportunity to meet great people
  • The power of a podcast interview to get to know a person in ways you couldn't do otherwise
  • Why a podcast gives you access to higher-caliber people
  • How your podcast can provide you with insights into your business
  • Why the content creation of a podcast is superior to articles, books, and blogs
  • Why billionaires make time for podcasts, and so should you
  • How the coronavirus pandemic now makes it easier to connect with people virtually
  • The power of your podcast when you're thinking about having a liquidity event
  • Why a podcast helps you deepen connections in your industry
  • Why you'll get further ahead in life when you are a giver
  • Building relationships that win means being deliberate and thoughtful about what you want
  • Success strategies on how to build out a rich and vibrant network
  • The power of a podcast to keep you in touch with your network and keep you relevant
  • Why you must remain focused on the future and the big picture to help you succeed

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 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. 

Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.  

Click here to book your free exploratory call.

Enjoy the interview!

SELECTED LINKS FOR THIS EPISODE

Smart Business Revolution

John on LinkedIn

Rise25

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by the Deep Wealth Experience. 

Your liquidity event is the largest and most important financial transaction of your life. 

But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave anywhere from 50% to over 100% of their deal value in the buyer's pocket and don't even know it.

I should know. I said no to a seven-figure offer and yes, to mastering the art and science of a liquidity event. Two years later, I said yes to a different buyer with a nine-figure offer. 

Are you thinking about an exit or liquidity event? 

If you believe that you either don't have the time or you'll prepare closer to your liquidity event, think again. 

Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event. 

After all, how can you master something you've never done before? 

Let the 90-day Deep Wealth Experience and our nine-step roadmap of preparation help you capture the maximum value for your liquidity event. 

Are you leaving millions on the table? 

Please visit www.deepwealth.com/success to learn more.

The Great Resignation: The 5 Best Strategies To Have You Thrive And Prosper

The Great Resignation: The 5 Best Strategies To Have You Thrive And Prosper

September 28, 2021

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"Understanding the root cause of a problem is 90% of the solution - 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 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 NOTES

  • What Is The Great Resignation And What Does This Mean For Your Business?
  • Anywhere from 40% to 60% of employees looking to resign
  • Employees want meaning and fulfillment and shift from work to live to live to work
  • Why Flexible Work Arrangements Both Keeps And Attracts Top Talent
  • Remote work continues as an option
  • Institute paid time off
  • Culture embraces boundaries for work hours (weeknights and weekends)
  • How To Fend Off The Great Resignation By Supercharging Your Management Team
  • Does your business run without you?
  • Employees don't leave businesses. They leave bosses 
  • Promote the right people and shows you reward for performance
  • Support the management team with training and embrace the culture
  • The Importance Of Connecting Culture To Your Vision
  • Supercharge what you pay, promotions, and bonuses
  • The why of what you do and tie into KPIs
  • Communicate narratives in meetings, website, emails, newsletters, etc.
  • How To Leverage The Great Resignation Today So You Can Prosper Tomorrow
  • Top talent now prefers working for multiple companies
  • Embrace a blended workforce of full-time and freelance talent
  • Be 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 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. 

 

Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event. 

 

Click here to book your free exploratory call.

Enjoy the interview!

 

SELECTED LINKS FOR THIS EPISODE

Jeffrey Feldberg on LinkedIn

The Deep Wealth Experience

Book Your FREE Call To Learn More About The Deep Wealth Experience

This podcast is brought to you by the Deep Wealth Experience. 

 

Your liquidity event is the largest and most important financial transaction of your life. 

But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave anywhere from 50% to over 100% of their deal value in the buyer's pocket and don't even know it.

I should know. I said no to a seven-figure offer and yes, to mastering the art and science of a liquidity event. Two years later, I said yes to a different buyer with a nine-figure offer.

Are you thinking about an exit or liquidity event? 

If you believe that you either don't have the time or you'll prepare closer to your liquidity event, think again. 

Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event. 

After all, how can you master something you've never done before? 

Let the 90-day Deep Wealth Experience and our nine-step roadmap of preparation help you capture the maximum value for your liquidity event. 

Are you leaving millions on the table? 

Please visit www.deepwealth.com/success to learn more.

 

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