The Sell My Business Podcast
Master Marketer And Successful Entrepreneur Gordon Henry On  Mastering The Art Of The Customer Experience

Master Marketer And Successful Entrepreneur Gordon Henry On Mastering The Art Of The Customer Experience

September 21, 2021

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"If you persist enough, you will find a way to succeed." - Gordon Henry

Gordon Henry is the Chief Strategy Officer at Thryv. He also hosts the Winning On Main Street small business podcast series. Gordon is passionate about helping small businesses grow, modernize, and thrive in today's evolving environment.

Gordon has over 25 years of experience in client acquisition strategies and marketing. He's also a leader in enhancing company images through public relations, brand management, and advertising.

Gordon received his bachelor of arts from Yale University and an MBA from the Wharton School at the University of Pennsylvania. 

Thryv owns the easy-to-use Thryv end-to-end customer experience software built for growing small to medium-sized businesses that help over 40,000 SAAS clients with the daily demands of running a business. 

Thryv's award-winning platform provides modernized business functions, allowing small to medium-sized businesses to reach more customers, stay organized, get paid faster, and generate reviews.

This podcast is brought to you by Deep Wealth and the 90-day Deep Wealth Experience.

Do you want to capture the best deal instead of any deal when you sell your business? 

Up to 90% of liquidity events fail. Think about the time, effort, and money that's wasted. 

Of the "successful" liquidity events, most owners leave 50% to over 100% of the deal value in the buyer's pocket.

What can you do?

Lock in your financial future and attend the Deep Wealth Experience to:

  • Master the 9-step roadmap of preparation
  • Gain invaluable insights from a private mastermind group
  • Prosper from private coaching. 

At the end of the 90-days, you create a blueprint to optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.

In the words of a business owner who went through the Deep Wealth Experience:

"The Deep Wealth Experience was, hands down, the best program I've ever participated in."

Are you prepared to leave your millions in your buyer's pocket?

Click here to book your free call and learn more.

SHOW NOTES

  • How Gordon mastered marketing and client acquisition (and you can too)
  • The power of listening to your customers
  • How to beat big business and win the marketing and client acquisition game
  • How constant communication flow with your clients wins the day and repeat business
  • Why customer experience is as necessary as the service or product you provide
  • How data on your clients gives you the upper hand in the marketplace
  • How you can automate communications without breaking the bank
  • Why customers prefer to do things on their phones instead of speaking to people
  • How to overcome the shortage of employees through the correct type of automation
  • Examples of how automation saves time and drives up profits
  • The importance of offering online payments to save clients time and boost profits
  • How speed always wins and how you can leverage it to win new business
  • Why your future buyer will pay more for your business when its automated and integrated
  • How automation helps you run your business without you (and increase enterprise value)
  • Why your business must have virtual options so you can compete and win
  • How the pandemic has customers wanting paperless interactions
  • How a small business can compete with big business through automation (at a fraction of the cost)
  • Why you must focus on the customer experience as much as your product or service
  • How customer reviews are a must-have and not a nice to have and what you can do about it
  • The importance of marketing and finance skills in today's environment
  • Why perseverance and persistence wins the day

Save time and automatically receive The Sell My Business Podcast episodes? Click here to subscribe.  

SELECTED LINKS FOR THIS EPISODE

The Thryv website

Gordon's email Gordon[dot]Henry[at]Thryv.com

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

 

Paul Strobl Reveals How A CEO Peer Group Unlocks Your Business Success And Ideal Life

Paul Strobl Reveals How A CEO Peer Group Unlocks Your Business Success And Ideal Life

September 14, 2021

"Don't listen to the shoulds." - Paul Strobl

Paul Strobl, MBA, CPC, has over two decades of experience working one-on-one with business owners and entrepreneurs to help them design their ideal lives.

He is a Master Life & Business Coach and speaker and works with top MBA programs in entrepreneurial mindset. His sole focus is to eliminate barriers to success and give clients insights to take action toward a business and life they love.

Originally from Houston, Texas, Paul has owned businesses in North America, South America, and Europe, is fluent in Spanish, and holds an MBA in Global Management from Thunderbird.

As a Growth10 Practice Leader, he facilitates small groups of rapidly scaling business owners to work through challenges, issues, and decisions in a safe, confidential environment during monthly roundtable sessions

This podcast is brought to you by Deep Wealth and the 90-day Deep Wealth Experience.

Do you want to capture the best deal instead of any deal when you sell your business? 

Up to 90% of liquidity events fail. Think about the time, effort, and money that's wasted. 

Of the "successful" liquidity events, most owners, leave 50% to over 100% of the deal value in the buyer's pocket.

What can you do?

Lock in your financial future and attend the Deep Wealth Experience to:

  • Master the 9-step roadmap of preparation
  • Gain invaluable insights from a private mastermind group
  • Prosper from private coaching. 

At the end of the 90-days, you create a blueprint to optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.

In the words of a business owner who went through the Deep Wealth Experience:

"The Deep Wealth Experience was, hands down, the best program I've ever participated in."

Are you prepared to leave your millions in your buyer's pocket?

Click here to book your free call and learn more.

 

SHOW NOTES

  • How Paul transformed his life and started living his purpose
  • Why it's lonely at the top for business owners and what you can do about it
  • The challenge of not being able to talk with people about your most intimate business issues
  • How the right CEO peer group surrounds with success and diverse business owners
  • The power of a safe space within a CEO peer group
  • How a CEO peer group extracts the best of you in business and life
  • Why spending time in a CEO peer group is an investment in your business, and you
  • How a facilitator creates the best results in a CEO peer group meeting
  • Why a CEO peer group helps you find and remove the skeletons in your closet
  • How to avoid groupthink and unleash breakthroughs in your business through a CEO peer group
  • Why you must discover where you are on the BOSI BMA Assessment to uncover your blind spots
  • How a CEO peer group helps you find your hidden Rembrandts in the attic so you can put them out for public display
  • The power of a CEO peer group during a pandemic
  • Why a CEO peer group has a positive ripple effect on your business and stakeholders
  • How following your "shoulds" is holding you back and what you can do about it

 

Save time and automatically receive The Sell My Business Podcast episodes? Click here to subscribe.  

 

SELECTED LINKS FOR THIS EPISODE

Paul's Website Confide Personal Coaching 

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

Maverick Entrepreneur Drew Greenblatt Reveals Timeless Secrets To Success And How He Is Bringing Manufacturing Back To America

Maverick Entrepreneur Drew Greenblatt Reveals Timeless Secrets To Success And How He Is Bringing Manufacturing Back To America

September 7, 2021

"Focus like a laser beam on hiring amazing people." - Drew Greenblatt

Drew Greenblatt bought Marlin Steel in 1998 when it was a small maker of a commodity product. Since then, he's grown revenue nine-fold and, in February 2021, is expanding its factory floor space by 56%. Despite COVID headwinds, Marlin grew over 25% in 2020. 

Marlin Steel has invested over $5.3 million in robotics in a quest for quality and speed and has recently purchased Baltimore Automatic Wire Forming Corporation and retained 100% of the staff in the face of challenges to the global economy. Marlin Steel imports nothing and exports material handling baskets, wire forms, and sheet metal fabrications to 43 countries. 

Marlin's all USA-made products include daily shipments to Mexico and Canada and weekly shipments to India and China. Worker safety is critical. Marlin Steel crossed the 2,688-day safety milestone in April 2016 and has over 1,150 plus days as of today. In addition, Marlin Steel has been recognized as a winner of the Inc 5,000 Fastest Growing Companies in the USA. The Inner City 100 Fastest Growing Companies in the USA. Regional Employer of the Year from Baltimore City and Baltimore County. 

Drew Greenblatt has been chosen as an international business leadership award winner from the World Trade Career Institute. Marlin secret sauce is quality engineered quick, or "QEQ."Twenty-five percent of Marlin's employees are mechanical or chemical engineers who innovate to save clients money by improving throughput with engineered wire baskets and custom sheet metal fabrications. 

Marlin Steel's engineers provide state-of-the-art computer-driven stress analysis, so clients have comfort knowing that the designs will withstand the rigors of their applications. Marlon has seven patents for aerospace racks, material handling robotic baskets, and medical baskets. In addition, Greenblatt has testified to the US Senate and US Congress on small business, taxation regulations, trade policy, and techniques to grow the economy. 

Greenblatt has met with President Clinton, President Bush, President Obama, President Trump, and President Biden to advocate for USA manufacturing and small business, pressing those government officials to create policies that stimulate a robust manufacturing sector. Greenblatt believes that factories provide great jobs and tremendous benefits as a way to grow our middle-class with solid, meaningful jobs.

Drew has a BA from Dickinson College and an MBA in Finance from the AB Freeman School of Business at Tulane University. He lives in Maryland with his wife and three sons.

This podcast is brought to you by Deep Wealth and the 90-day Deep Wealth Experience.

Do you want to capture the best deal instead of any deal when you sell your business? 

Up to 90% of liquidity events fail. Think about the time, effort, and money that's wasted. 

Oft the "successful" liquidity events, most owners, leave 50% to over 100% of the deal value in the buyer's pocket.

What can you do?

Lock in your financial future and attend the Deep Wealth Experience to:

  • Master the 9-step roadmap of preparation
  • Gain invaluable insights from a private mastermind group
  • Prosper from private coaching. 

At the end of the 90-days, you create a blueprint to optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.

In the words of a business owner who went through the Deep Wealth Experience:

"The Deep Wealth Experience was, hands down, the best program I've ever participated in."

Are you prepared to leave your millions in your buyer's pocket?

Click here to book your free call and learn more.

SHOW NOTES

  • How Marlin Steel went from manufacturing bagel baskets to aerospace solutions
  • Why you must stop delivering commodity offerings and focus on high-value offerings
  • The power of bootstrapping your business
  • How intelligent and talented employees will transform your business
  • The power of creating a moat around your business
  • Why you can charge more when you solve a painful and unique problem
  • How money spent on training delivers a high ROI
  • Why a culture focused on innovation and resilience gets results
  • How Marlin Steel was able to thrive at the height of the coronavirus pandemic (and how you can do the same)
  • Why you will either pay now or pay later when deciding on working with an offshore manufacturer
  • The challenges of an offshore supply chain and how this can put you out of business
  • How to put yourself out of business so you can put yourself back in business in a blue ocean
  • Why your team must run the day-to-day of your business
  • How you can't control what happens around you, but you do control what you do
  • Powerful strategies for increasing EBITDA through your culture
  • The story of how Marlin Steel did the impossible for the CDC during the coronavirus pandemic
  • Why your supply chain must include American made products for success in the long run

Save time and automatically receive The Sell My Business Podcast episodes? Click here to subscribe.  

SELECTED LINKS FOR THIS EPISODE

Marlin Steel's website

Drew's email address DGreenblatt[at]marlonwire[dot]com 

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

Successful Post-Exit Entrepreneur Ivan Zakharenkov Reveals How To Think Like A Buyer And Increase Your Enterprise Value

Successful Post-Exit Entrepreneur Ivan Zakharenkov Reveals How To Think Like A Buyer And Increase Your Enterprise Value

August 31, 2021

"Everything that's happening is happening for a reason." - Ivan Zakharenkov

Dr. Ivan Zakharenkov is a veterinarian, an entrepreneur, and a passionate advocate for the wellbeing of veterinary professionals. Twelve years as an ER vet inspired Ivan to create Smart Flow. 

A first in the industry workflow optimization system later acquired by Fortune 500 company IDEXX.

In 2019, Ivan founded Veterinary Integration Solutions, an executive consulting firm where he helped veterinary groups systematize acquisition, integration, and improvement of practices with special attention to burnout prevention.

Interested to learn how to get the best deal when you sell your business? Attend my Deep Wealth Experience.

Over 90-days, you'll master my 9-step roadmap. You're part of a mastermind group and receive private coaching. 

At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.

In the words of a business owner who went through the system, "the Deep Wealth Experience was hands down, the best program I've ever participated in."

Would you like to receive The Sell My Business Podcast episodes automatically? Click here to subscribe

SHOW NOTES

  • Why you must understand the synergies of the buyer to maximize your enterprise value
  • How alignment with the buyer's goals is essential to get the deal done
  • The power of understanding the thesis of the buyer before your first meeting
  • Why key performance indicators can increase your enterprise value and deal certainty
  • How a lack of clarity heading into your liquidity event can cost you the deal
  • Why you must find the strengths of the buyer and determine if there's a match with your strengths
  • How you mitigate risk for the buyer when your business runs without you
  • Why buyers want an earnout and what you can about it
  • How you'll lower enterprise value if you don't upgrade your infrastructure
  • Common mistakes most business owners make that lower enterprise value
  • The challenges of removing skeletons in your closet during the liquidity event
  • How culture is an essential factor in your deal and its enterprise value
  • What to show your buyer to increase confidence and the value of your business
  • How misalignment on core values leads to burnout in your business
  • Why a culture of continuous improvement helps both the business and your deal
  • Strategies to consider when communicating your liquidity event to employees
  • How bumps in the road can help you achieve your pinnacle of success

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 by 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

Galaxy Vets

Ivan on LinkedIn

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.

Who are we, and how do we know? We're the 9-figure exit guys. First, we said "no" to a 7-figure offer. Then, two years later, we said "yes" to a 9-figure offer. In the process, we increased the value of our company by 10X.

During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value.

After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business.

Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

Are you leaving millions on the deal table? Click here to book your free exploratory call to learn how our 9-step roadmap helps you capture the maximum value of your liquidity event.

5 Powerful Strategies That Will Help You Avoid An Earnout During Your Liquidity Event

5 Powerful Strategies That Will Help You Avoid An Earnout During Your Liquidity Event

August 24, 2021

"Ensuring you have the best cultural fit helps you attract not any deal but the best deal" - 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

  • The Case For Making Everyone A Leader In Your Business
  • Why you must create Key Performance Indicators (KPIs) for each position
  • The power of a culture that measures KPIs 
  • Why profits increase when your employees are empowered to make changes
  • Skip An Earnout When Your Business Is All About Its Brand (And Not About You)
  • The power of a compelling narrative
  • Why everyone must know and follow your North Star
  • Why your future buyer must see that your stakeholders live the narrative and brand
  • Why Documenting Your Processes Paves The Way To Avoid An Earnout
  • The power of have all procedures and systems documented
  • How you enrich your culture when you embrace documentation
  • Why profits increase when people check documentation first before asking questions
  • How Creating Deal Points And No-Fly Zones Help You Attract The Best Deal And Not Any Deal
  • How clarity helps you capture the best deal and not any deal
  • Why deal points and no-fly zones help you achieve your liquidity event goal
  • Avoiding An Earnout Is All About The Cultural Fit
  • The power of having a cultural fit with your investment banker
  • Why you must find the buyer with the best cultural fit
  • How cultural fit trumps the deal with the highest number

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. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.

Who are we and how do we know? We're the 9-figure exit guys. First, we said "no" to a 7-figure offer. Then, two years later, we said "yes" to a 9-figure offer.  In the process, we increased the value of our company by 10X.

During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value.

After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business.

Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

Click here to book your free exploratory call

Data Privacy Expert Nalini Kaplan On Why Your Liquidity Event Is In Jeopardy Until You Perform A Data Privacy Audit

Data Privacy Expert Nalini Kaplan On Why Your Liquidity Event Is In Jeopardy Until You Perform A Data Privacy Audit

August 17, 2021

"Data privacy is about people, which means it's about relationships, which ultimately means trust." - Nalini Kaplan

Nalini Kaplan has focused on business strategy, customer relationship management, and data privacy for over three decades. 

Nalini combines the discipline of the big four consulting as she was formerly a partner with Deloitte Consulting, where she created and led several global practices with an entrepreneurial passion, interdisciplinary approach, intellectual curiosity, and a strong drive for results. 

Nalini helps business owners and CEOs build and manage their data privacy programs so that they not only comply with the law but lower risk, manage compliance and grow revenue, even if they don't have the staff to run a program.

Interested to learn how to get the best deal when you sell your business? Attend my Deep Wealth Experience.

Over 90-days, you'll master my 9-step roadmap. You're part of a mastermind group and receive private coaching. 

At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.

In the words of a business owner who went through the system, "the Deep Wealth Experience was hands down, the best program I've ever participated in."

Would you like to receive The Sell My Business Podcast episodes automatically? Click here to subscribe

 

SHOW NOTES

  • You can't open a newspaper today without seeing another data breach incident
  • Why companies can go out of business from a data breach
  • How 70% of data breaches go unreported
  • The risks a business faces from a data breach
  • An explanation of what makes up personal information
  • How three pieces of information can identify 90% of the population
  • What you can expect your future buyer to do when it comes to your data privacy systems and policies
  • How a failed data privacy audit can kill your deal
  • An overview of data privacy laws across various States
  • Why your M&A advisory team is not equipped to deal with data privacy issues
  • How you can have an ROI from being compliant with data privacy
  • Why your cyber insurance policy claim can be denied if you're not compliant with data privacy
  • How to avoid an over-engineered data privacy protection system
  • Strategies on how to save time and money when becoming compliant with data privacy
  • A simple but powerful diagnostic that finds your gaps when it comes to data privacy
  • Why a data privacy compliant business keeps its customers coming back for repeat business
  • How to become self-sufficient with data privacy to save time and money
  • What you don't know about so-called end-to-end encryption that can hurt your business
  • Data privacy issues arising from lost notebooks, hard drives, USB drives, and servers
  • How phishing can take your business down and what you can do about it
  • Why remote work has opened up Pandora's box of data privacy issues
  • The data privacy audit Nalini created that takes minutes to complete and how the results will shock you

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 by 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

Nalini's website Rethink Privacy

Nalini's email nalini[at]rethinkprivacy.com

Free data privacy health check

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.

Who are we, and how do we know? We're the 9-figure exit guys. First, we said "no" to a 7-figure offer. Then, two years later, we said "yes" to a 9-figure offer. In the process, we increased the value of our company by 10X.

During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value.

After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business.

Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

Click here to book your free exploratory call.

How To Create A Magnetic Presentation With Leading Communication And Media Training Expert Jess Todtfeld

How To Create A Magnetic Presentation With Leading Communication And Media Training Expert Jess Todtfeld

August 10, 2021

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"Stories are the currency of life." - Jess Todtfeld

Jess Todtfeld shows executives and C-suite leaders how to be magnetic, how to quickly gain the confidence and skills to master speeches, presentations, and media interviews. 

Jess Todtfeld, CSP, is one of the leading communication and media training authorities in the US. With more than 15 years as a communication trainer and consultant, Todtfeld helps CEOs, business executives, spokespersons, public relations representatives, experts, and authors to become more confident, more in control, and to create more results from their speaking engagements and media appearances. 

He brings 13 years of experience as a TV producer for NBC, ABC, and Fox, having booked and produced over 5,000 segments.

Jess's time in front of the camera includes features reporting, guest spots on national and international news programs, and hosting of America's Premier Experts and times square Today, which has been broadcast on ABC, NBC Fox, and CBS affiliates in the US. 

Jess went on to set a Guinness record for being interviewed the most times in 24 hours with 112 different interviews on radio. 

Interested to learn how to get the best deal when you sell your business? Attend my Deep Wealth Experience.

Over 90-days, you'll master my 9-step roadmap. You're part of a mastermind group and receive private coaching. 

At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.

In the words of a business owner who went through the system, "the Deep Wealth Experience was hands down, the best program I've ever participated in."

Would you like to receive The Sell My Business Podcast episodes automatically? Click here to subscribe

SHOW NOTES

  • The power of knowing how to be audience-centered when presenting
  • Why do people buy from people they like and not strangers
  • How storytelling helps you become magnetic
  • Why people will remember numbers and statistics better when they hear a story
  • The importance of style and substance in your presentation
  • How to combine storytelling throughout your presentation to have you memorable
  • Why hand gestures and walking around in your presentation makes you more magnetic
  • How a presentation begins the moment two people are together and looking at each other
  • Why building rapport even before the presentation begins is critical for success
  • How to have your passion come through during your presentation
  • How Jess create a Guinness record for the most number of interviews in 24 hours
  • The power of recording yourself when giving a presentation
  • A few simple strategies that prevent you from being boring when presenting
  • Why you will get better results when you rehearse with your team
  • What you must do when presenting online to be magnetic
  • Why you should answer the questions that people are thinking to themselves
  • The importance of having the right equipment when presenting online
  • Why you should dress the part when meeting with people either in person or online
  • The importance of telling yourself that you will figure out a way to achieve your goals

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 by 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

Jess Todtfeld on LinkedIn

Jess' website SuccessInMedia

How Jess can help you

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.

Who are we, and how do we know? We're the 9-figure exit guys. First, we said "no" to a 7-figure offer. Then, two years later, we said "yes" to a 9-figure offer. In the process, we increased the value of our company by 10X.

During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value.

After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business.

Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

Click here to book your free exploratory call.

 

Thought Leader And Successful Entrepreneur Leon Goren On How A CEO Peer Group Unlocks Your Success

Thought Leader And Successful Entrepreneur Leon Goren On How A CEO Peer Group Unlocks Your Success

August 3, 2021

"It's a great day when you can leverage the wisdom and experience of individuals in the room." - Leon Goren 

Leon Goren believes in purposeful leadership. The type that requires us to challenge the status quo, anticipate the future, and be confident enough to step outside of our comfort zone to inspire and help those around us. His 25 years of leadership experience underscores his unique impact on the way leaders lead, learn and live, and his ability to understand their needs and challenges. As the owner and CEO of PEO Leadership, 

Leon is dedicated to building communities of knowledgeable and respected business leaders by developing opportunities for shared insights and experience. Under Leon's leadership, PEO is recognized as a premier executive leadership advisory community that positively influences the way leaders lead, learn, and live. 

As founder and CEO of Just White Shirts in 1997, Leon was one of the first online success stories and recognize for bringing the dot com retail experience through a combination of online, catalog, and bricks-and-mortar channels. Leon is an authority in leadership and business strategy, as he is consistently invited to address various business audiences including the graduating classes of Chartered Accountants. 

His thought leadership is published in the CA magazine, The National Post, and The Globe and Mail.

Leon is a CPA and CA he is married with children and is active in sports, including triathlons and skiing.

 

Interested to learn how to get the best deal when you sell your business? Attend my Deep Wealth Experience.

Over 90-days, you'll master my 9-step roadmap. You're part of a mastermind group and receive private coaching. 

At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.

In the words of a business owner who went through the system, "the Deep Wealth Experience was hands down, the best program I've ever participated in."

Would you like to receive The Sell My Business Podcast episodes automatically? Click here to subscribe

SHOW NOTES

  • Leon shares his experiences of being one of the first online companies
  • Why Leon purchased bought PEO after being in it for ten years
  • The challenges business owners have of creating and implementing business strategy
  • The power of leverage the experience and wisdom of a group of successful business owners
  • How PEO is different from most CEO peer groups
  • Why you need to have clarity, counsel, and courage in a CEO peer group
  • The art and science of facilitating a CEO peer group
  • What you get out of a CEO peer group meeting that you can't get out of books, phone calls, or seminars
  • The power of storytelling
  • How other members in your CEO peer group act as a resource to help you solve problems
  • What to look for to ensure you find the right CEO peer group for yourself
  • Why you can share your innermost thoughts with a CEO peer group that you can't share anywhere else
  • The kind of culture to look for in a CEO peer group that supports your growth and success
  • Leon shares success stories from PEO
  • How the right CEO peer group gives you the courage to make the tough decisions
  • Why the right CEO peer group can help enlighten you
  • The power of a CEO peer group as a sounding board
  • How PEO members helped each other get new business through the pandemic

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 by 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

The PEO Leadership website

Leon's email address LGoren[at]peo-leadership[dot]com

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.

Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer.  In the process, we increased the value of our company by 10X.

During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value.

After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business.

Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

Click here to book your free exploratory call.

Stellar Investment Banker Alan Scharfstein Reveals Everything You Need To Know For A Successful Liquidity Event

Stellar Investment Banker Alan Scharfstein Reveals Everything You Need To Know For A Successful Liquidity Event

July 27, 2021

"Establishing value is an art form" - Alan Scharfstein 

Alan Scharfstein is the founder and president of the DAK group. A trusted advisor to thousands of middle-market business owners for over 30 years. He guides clients as they navigate strategic options for growth and expansion, as well as to pursue successful exit strategies.

Alan founded the DAK group in 1984 to address the need by middle-market business owners to have a high level of investment banking expertise comparable to what large corporations receive on Wall Street, yet able to meet their very different needs. Alan built the DAK group on catering to the nuances of the middle market.

A skilled M&A strategist, strong negotiator, and expert at transaction execution, Alan is passionate about ensuring his clients realize the maximum value for their business with each transaction Alan has personally been involved in negotiating over 650 transactions in a wide range of industries throughout the US and abroad. Mr. Scharfstein brings to middle-market M&A a unique combination of financial sophistication, large corporate, transactional and operating experience, and the skills necessary to succeed in an entrepreneurial environment. 

Prior to founding DAK he served in several executive financial and manufacturing positions with PepsiCo. He was also a senior executive with Universal Folding Box, a privately held packaging manufacturer. Mr. Scharfstein is a frequent lecturer on the sale of privately held businesses, valuation, and negotiation strategies. 

He has been quoted and written about in publications, such as the Wall Street Journal, Business Week, Financial Times, and Time. Mr. Scharfstein received a BS in Economics and MBA. From the Wharton School of the University of Pennsylvania and holds a series 7, 17, and 24 licenses.

Alan is an avid cyclist and believes that the steeper the climb, the more enjoyable the ride. Alan is a long time Vistage member and a top-rated Vistage speaker for over 10 years.

 

Interested to learn how to get the best deal when you sell your business? Attend my Deep Wealth Experience.

Over 90-days, you'll master my 9-step roadmap. You're part of a mastermind group and receive private coaching. 

At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.

In the words of a business owner who went through the system, "the Deep Wealth Experience was hands down, the best program I've ever participated in."

Would you like to receive The Sell My Business Podcast episodes automatically? Click here to subscribe

SHOW NOTES

  • Why Alan started The DAK Group
  • The mistakes business owners make with their liquidity events
  • Why an auction increases enterprise value
  • Why the skills that built your business and not the same to sell it
  • The power of looking at your business like a buyer
  • Why you must disclose everything to the buyer as early as possible
  • How to create trust with the buyer
  • What you must do to position your business to increase enterprise value
  • Why you must have a compelling vision of the future for the buyer
  • What you need to do when going up against private equity
  • Winning characteristics to look for when hiring an investment banker
  • Why an investment banker who's a generalist offers more advantages than a specialist
  • What you need to do to become the world's best investment banker client
  • The power of people skills and how this helps you in your liquidity event
  • Why cultural fit with your investment banker is vital for success
  • The attraction of the US market to foreign buyers
  • Why establishing value is an art form
  • How to maximize your deal through the letter of intent
  • The power of preparing in advance of your liquidity event
  • How to protect yourself during due diligence with your future buyer
  • Strategies that allow your buyer to get to know your clients without talking to them

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 by 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

The DAK Group website

Alan's email ascharfstein[at]dakgroup[dot]com

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.

Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer.  In the process, we increased the value of our company by 10X.

During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value.

After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business.

Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

Click here to book your free exploratory call.

The Case For Taking Your Company Public With Successful Entrepreneur Jon Stoddard

The Case For Taking Your Company Public With Successful Entrepreneur Jon Stoddard

July 20, 2021

"Be a giver. Not a taker." - Jon Stoddard

Jon Stoddard is a partner at Investor Acquisition Partners. For over two decades, Jon has perfected the process of raising capital from investors.

Today Jon helps businesses go public in the OTC market and has raised over $122 million.

 

Interested to learn how to get the best deal when you sell your business? Attend my Deep Wealth Experience.

Over 90-days, you'll master my 9-step roadmap. You're part of a mastermind group and receive private coaching. 

At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.

In the words of a business owner who went through the system, "the Deep Wealth Experience was hands down, the best program I've ever participated in."

Would you like to receive The Sell My Business Podcast episodes automatically? Click here to subscribe.

SHOW NOTES

  • Jon talks about his liquidity event
  • How Jon helps startups raise capital and go public
  • The advantages of the OTC market for going public
  • How Reg A crowdfunding is an option for business owners and what it means for you
  • What characteristics you and your business need to go public
  • The power of social media for helping you go public
  • How the heroes journey is a powerful storytelling tool for your business
  • Why preparation, or lack of it, will make or break your deal
  • How a background check on your management and employees can save your deal
  • The importance of company culture
  • What you can expect for the costs of going public as an OTC versus the traditional route
  • Why shares can be more valuable than cash for running your business
  • The importance of having fun in life and business
  • Why you must drop the ego to be successful
  • How being a giver instead of a taker welcomes success

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 by 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

Jon Stoddard on LinkedIn

Jon's book Pitch Deck Secrets

Jon's company Investor Acquisition Advisors

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.

Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer.  In the process, we increased the value of our company by 10X.

During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value.

After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business.

Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

Click here to book your free exploratory call.

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