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

Send us Fan Mail“Start living a life based upon reason, getting the facts, doing the right thing rather than following others.” - John BrownJohn Brown, Founder of Business Enterprise Institute (BEI), started working with business owners as an estate planning attorney in 1977. While working to manage owner assets, he soon realized a common problem: No one was helping those owners exit their companies. Without planning, how would these owners convert their largest financial assets into cash and move successfully into their post-business lives?John created The BEI Seven Step Exit Planning Process™ which he successfully tested on hundreds of his own business-owner clients. In 1990, he wrote "How to Run Your Business So You Can Leave It in Style" and in 2008 wrote "Cash Out Move On: Get Top Dollar—and More—Selling Your Business." With hundreds of thousands of copies sold, John is the No. 1 selling author on Exit Planning for business owners. In 2016, John released his newest book, "Exit Planning: The Definitive Guide", which lays out the steps business owners must take to achieve all of their aspirations as they exit their businesses. John started BEI in 1996 for the express purpose of helping owners benefit from their lives’ work by supporting business advisors who share the same vision.Click here to subscribe to The Sell My Business Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEjbrown@ExitPlanningForAdvisors.comBusiness Enterprise InstituteJohn Brown - Golden, Colorado, United States | Professional Profile | LinkedInhttps://www.amazon.com/John-H-Brown/e/B001JS1RYU/The Deep Wealth Sell My Business PodcastCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy CallThe Deep Wealth PodcastMost entrepreneurs do not fail.They just carry too much for too long.The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.🧠 Deep Wealth MasteryThis is for you if you want to: • Grow a profitable business without becoming the bottleneck • Build real value so selling is optional, not forced • Optimize your health before it limits your business and lifeOne proven roadmap for real decisions.⭐ Explore Deep Wealth Mastery https://iapdw.com/idm🎧 Subscribe https://iapdw.com/podcast📘 Free eBook https://iapdw.com/ebook💬 Have a question you keep circling back to? Leave a short voicemail https://podcast.deepwealth.com/voicemail/Built by entrepreneurs. For entrepreneurs.

Send us Fan Mail“It's not about how good you are. It's about how good your team is.” - James MurrayAbout 12 years ago I was helping a client, a business broker, move their business to the cloud.  He invited me to an association he was the President of.  After joining I learned about exit planning and began to include it in technology offerings.  This has led to a new way of looking at technology for me, and for my clients.  Let's discuss how simple tweaks to your company technology can create exponential growth, before you sell.Click here to subscribe to The Sell My Business Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEjames@executiveoutliers.comExecutive Outliers websiteJames Murray - Co-Founder - Executive Outliers | LinkedInThe Deep Wealth Sell My Business PodcastCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy CallThe Deep Wealth PodcastMost entrepreneurs do not fail.They just carry too much for too long.The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.🧠 Deep Wealth MasteryThis is for you if you want to: • Grow a profitable business without becoming the bottleneck • Build real value so selling is optional, not forced • Optimize your health before it limits your business and lifeOne proven roadmap for real decisions.⭐ Explore Deep Wealth Mastery https://iapdw.com/idm🎧 Subscribe https://iapdw.com/podcast📘 Free eBook https://iapdw.com/ebook💬 Have a question you keep circling back to? Leave a short voicemail https://podcast.deepwealth.com/voicemail/Built by entrepreneurs. For entrepreneurs.

Send us Fan Mail“Focus on the academics.” - Alan Wozniak Alan Wozniak, CIAQP, CIEC former president/CEO and founder of Pure Air Control Services, Inc. in Clearwater, Florida an environmental / HVAC Mechanical Firm established in 1984 with divisions including: Building Sciences, Environmental Diagnostics laboratory and Building remediation group. In 2021, he successfully managed the sale of the firm to a Fortune 500 organization, RPM International.Pure Air Control Services is a provider of indoor environmental services in over 19,000 facilities covering 900 million sq. ft. both nationally and internationally and is one of the largest full services, comprehensive healthy building indoor environmental firms in the nation with heavy experience in governments, healthcare, higher education, lower education, commercial and entertainment markets.Mr. Wozniak has authored numerous articles on IAQ, is a NEWSWEEK Magazine Expert Author, has been guest lecturer on many webinars, podcasts, workshops and at IAQ symposia Some of Mr. Wozniak’s many accomplishments include leading the firm to:•INC 500 national list 4 years in a row•370% growth in the past 5 years•Tampa Bay FAST 50 – bay area fastest growing private firms•Tampa Bay Business Journal – MBE Top 25•National Hispanic Businesses - Top 500•Frost & Sullivan – Product Differentiation Innovation Award for its Solutions for Improving IAQ•Provided the management and oversight of the M&A selling his firm for 17.5X EBITDAClick here to subscribe to The Sell My Business Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEawoz7873@gmail.comPure Air Control ServicesAlan Wozniak, CIAQP, CIEC - Founder - Business Health Matters (BHM)- Executive Consulting | LinkedInThe Deep Wealth Sell My Business PodcastCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREThe Deep Wealth PodcastMost entrepreneurs do not fail.They just carry too much for too long.The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.🧠 Deep Wealth MasteryThis is for you if you want to: • Grow a profitable business without becoming the bottleneck • Build real value so selling is optional, not forced • Optimize your health before it limits your business and lifeOne proven roadmap for real decisions.⭐ Explore Deep Wealth Mastery https://iapdw.com/idm🎧 Subscribe https://iapdw.com/podcast📘 Free eBook https://iapdw.com/ebook💬 Have a question you keep circling back to? Leave a short voicemail https://podcast.deepwealth.com/voicemail/Built by entrepreneurs. For entrepreneurs.

Send us Fan Mail“I would go to any period in time where we didn't have technology phones, no cars and just see the way my mom and dad and they grew up.” - Alex OliveiraAs a transformative leader of multiple successful companies, Brazilian-born Alex Oliveira has helped companies advance their brands by executing interactive marketing campaigns for over 12 years.From SMB's to Fortune 500 brands like Ford & Allstate, Alex enjoys a diverse portfolio of clients.Alex’s major passions include adventuring with his wife and 4 kids, investing in startups, and giving back to the community.Click here to subscribe to The Sell My Business Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEdadpreneuralex@gmail.comPrediqhttps://twitter.com/alexf_oliveiraDadpreneur (@dad_preneur_) • Instagram photos and videoshttps://business.facebook.com/MarketingWithAlex/?business_id=703675936444739Alex F. O. - Founder - Prediq | LinkedInDadpreneur PodcastIf You Build It, Will They Come?: The Golden Path to Lead Generation Success For Your Business: Oliveira, Alex F: 9798758662496The Deep Wealth Sell My Business PodcastCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy CallThe Deep Wealth PodcastMost entrepreneurs do not fail.They just carry too much for too long.The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.🧠 Deep Wealth MasteryThis is for you if you want to: • Grow a profitable business without becoming the bottleneck • Build real value so selling is optional, not forced • Optimize your health before it limits your business and lifeOne proven roadmap for real decisions.⭐ Explore Deep Wealth Mastery https://iapdw.com/idm🎧 Subscribe https://iapdw.com/podcast📘 Free eBook https://iapdw.com/ebook💬 Have a question you keep circling back to? Leave a short voicemail https://podcast.deepwealth.com/voicemail/Built by entrepreneurs. For entrepreneurs.

Send us Fan Mail“Transform the ordinary into extraordinary by sharing the "why" of your actions.” - Jeffrey FeldbergJeffrey Feldberg is the co-founder of Deep Wealth. The M&A journey for Jeffrey began when he said "no" to a 7-figure and "yes" to mastering the art and science of a liquidity event. Two years later, Jeffrey said "yes" to a 9-figure offer. During the process, Jeffrey increased his company value by 10X.How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event? Jeffrey created 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.Please enjoy!Click here to subscribe to The Sell My Business Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEArticle: Having A Liquidity Event? Here's How To Capture The Best Enterprise ValueBharat Kanodia On Everything You Need To Know About Valuations But Probably Don't (#116)The Deep Wealth Sell My Business PodcastFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy CallThe Deep Wealth PodcastMost entrepreneurs do not fail.They just carry too much for too long.The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.🧠 Deep Wealth MasteryThis is for you if you want to: • Grow a profitable business without becoming the bottleneck • Build real value so selling is optional, not forced • Optimize your health before it limits your business and lifeOne proven roadmap for real decisions.⭐ Explore Deep Wealth Mastery https://iapdw.com/idm🎧 Subscribe https://iapdw.com/podcast📘 Free eBook https://iapdw.com/ebook💬 Have a question you keep circling back to? Leave a short voicemail https://podcast.deepwealth.com/voicemail/Built by entrepreneurs. For entrepreneurs.

Send us Fan Mail“Joy is and always has been an inside job.” - Tim BrownAs Chief Client Services Officer and Global Head of the BPB Family Office, Tim Brown helps lead Berkowitz Pollack Brant CPA's focus on family offices, cross-border global families, entrepreneurs/closely held businesses, tax strategy/estate planning/structuring and commercial real estate (www.bpbcpa.com). The BPB Family Office serves as a multi-faceted and fiduciary based “Virtual Single-Family Office” platform that performs no wealth management or banking services. Prior to BPB, Mr. Brown served with Bernstein Private Wealth Management and as Managing Partner with HB Partners, a boutique investment bank working with high-growth commercial real estate companies and “buy-side” representation for single-family offices specific to PE and real estate. Mr. Brown served as consultant with Alliance Bernstein’s Non-Traditional Asset Strategies and continues to consult with Anschutz Investments (the Anschutz single-family office, with investments and operations in professional sports, concert promotion and entertainment (LA Lakers (former minority shareholder), LA Kings, LA Galaxy, AEG, AEG Live), hospitality (Sea Island Resort, The Broadmoor Hotel, Xanterra), natural resources, wind-energy, ranching, telecommunications and other industries.Previously Mr. Brown served as President of Concord Energy Holdings, a Colorado-based integrated commodity logistics and oilfield services company. While at Concord Energy, Mr. Brown focused on a senior leadership restructuring and operational turn-around of a crude oil truck hauling division, a frac-water recycle mobile treatment operation and natural gas energy marketing. Prior to Concord, he was the Founder and CEO of Radius Media Holdings, a position he held for more than 11 years. Radius Media provided a broad stratum of five operating companies that ranged from radio broadcasting, lifestyle driven events in the Colorado resort communities, a nationally focused large-format printing company with a specialty in outdoor advertising (OOH), a sponsorship/naming rights marketing agency and the management of seven digital billboards in downtown Denver.Brown began his career more than 25 years ago in sales management in the high tech and telecommunications industry. During the course of a decade, he worked with both established and start-up companies, as an entrepreneur and intraprenuer, in Denver, Chicago and Sydney, Australia including Cisco Systems, Alteon Web Systems (Nortel Networks) and AmericanThe Deep Wealth PodcastMost entrepreneurs do not fail.They just carry too much for too long.The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.🧠 Deep Wealth MasteryThis is for you if you want to: • Grow a profitable business without becoming the bottleneck • Build real value so selling is optional, not forced • Optimize your health before it limits your business and lifeOne proven roadmap for real decisions.⭐ Explore Deep Wealth Mastery https://iapdw.com/idm🎧 Subscribe https://iapdw.com/podcast📘 Free eBook https://iapdw.com/ebook💬 Have a question you keep circling back to? Leave a short voicemail https://podcast.deepwealth.com/voicemail/Built by entrepreneurs. For entrepreneurs.

Send us Fan Mail“What does success look like?” - Lowell RicklefsLowell Ricklefs is the CEO and Founder of Traction Advising, which specializes in helping B2B SaaS companies with a greater than 5 million ARR get acquired. Lowell has been a Co-founder, CEO, Chairman, and COO of $120 million public company, Startups CRO, and Global VP at Rockwell.Lowell is a global mentor, investor board member, and CEO coach. Lowell's current business Traction Advising. Started out of his frustration when he was in a buyer's position. The investment banker model uses accounting and finance people trying to sell.In Lowell's words, no one hires accountants to sell products, so why hire them to sell a company? Selling and marketing a small SaaS company is more like selling a technology product than selling a financial instrument. With company buying and selling experience of more than 30 organizations, Lowell knows what internal stakeholders need to approve a transaction. As a founder and CEO, he knows what it's like to start up a company, build a product, hire employees, raise money, find customers, keep them happy and make payroll.Lowell leverages this experience to craft acquisitions that get the best outcome for the founders and investors in a structured way that maximizes successClick here to subscribe to The Sell My Business Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODElowell@tractionadvising.comTraction AdvisingLowell Ricklefs - Founder/Managing Partner - Traction Advising M&A | LinkedInThe Deep Wealth Sell My Business PodcastCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy CallThe Deep Wealth PodcastMost entrepreneurs do not fail.They just carry too much for too long.The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.🧠 Deep Wealth MasteryThis is for you if you want to: • Grow a profitable business without becoming the bottleneck • Build real value so selling is optional, not forced • Optimize your health before it limits your business and lifeOne proven roadmap for real decisions.⭐ Explore Deep Wealth Mastery https://iapdw.com/idm🎧 Subscribe https://iapdw.com/podcast📘 Free eBook https://iapdw.com/ebook💬 Have a question you keep circling back to? Leave a short voicemail https://podcast.deepwealth.com/voicemail/Built by entrepreneurs. For entrepreneurs.

Send us Fan Mail“All of us are going to figure it out at about the same time” - Gregory OffnerGregory Offner is a globally recognized expert on performance; the Founder and CEO of Global Performance Institute; and an international keynote speaker. His Performance Agreement methodology has helped organizations develop the skills necessary to thrive under pressure, and create cultures of high-performing, highly fulfilled people.In addition to his international business and leadership experience, he holds advanced professional designations in the fields of Risk Management, Organizational Development, Lean/SixSigma, and Positive Psychology. Gregory is also an accomplished entertainer; having performed professionally on five continents and numerous countries as a solo artist, and dueling piano performer.Click here to subscribe to The Sell My Business Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEGregory OffnerGregory Offner Jr, ARM (@gregoryoffnerjr) / TwitterThe Happiness Hypothesis: Finding Modern Truth in Ancient Wisdom - Kindle editionhttps://www.linkedin.com/in/gregoffnerjrText Keys to 3377 to receive a link for the 7 strategies Gregory talked aboutThe Deep Wealth Sell My Business PodcastCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy CallThe Deep Wealth PodcastMost entrepreneurs do not fail.They just carry too much for too long.The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.🧠 Deep Wealth MasteryThis is for you if you want to: • Grow a profitable business without becoming the bottleneck • Build real value so selling is optional, not forced • Optimize your health before it limits your business and lifeOne proven roadmap for real decisions.⭐ Explore Deep Wealth Mastery https://iapdw.com/idm🎧 Subscribe https://iapdw.com/podcast📘 Free eBook https://iapdw.com/ebook💬 Have a question you keep circling back to? Leave a short voicemail https://podcast.deepwealth.com/voicemail/Built by entrepreneurs. For entrepreneurs.

Send us Fan Mail“Take more chances, not be so risk averse and just have faith in my abilities.” - Bruce ShutanBruce Shutan is a versatile journalist who has written for more than 130 publications, corporate entities or individuals over nearly four decades. He also ghostwrites independently published business books and memoirs, and is a contributing journalist to One World Initiative, a public broadcasting organization that disseminates impactful programming across multiple platforms for a global audience. His extensive reporting on the American workplace dates back to 1985, with a showbiz sideline developed in 2000 when he began contributing to Variety – a must-read for entertainment industry insiders for more than a century.Click here to subscribe to The Sell My Business Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEBruce ShutanBruce Shutan - Journalist & Ghostwriter - BruceShutan.com | LinkedInThe Deep Wealth Sell My Business PodcastCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy CallThe Deep Wealth PodcastMost entrepreneurs do not fail.They just carry too much for too long.The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.🧠 Deep Wealth MasteryThis is for you if you want to: • Grow a profitable business without becoming the bottleneck • Build real value so selling is optional, not forced • Optimize your health before it limits your business and lifeOne proven roadmap for real decisions.⭐ Explore Deep Wealth Mastery https://iapdw.com/idm🎧 Subscribe https://iapdw.com/podcast📘 Free eBook https://iapdw.com/ebook💬 Have a question you keep circling back to? Leave a short voicemail https://podcast.deepwealth.com/voicemail/Built by entrepreneurs. For entrepreneurs.

Send us Fan Mail“Invest more early on. ” - Marco TorresMarco Torres is the Founder of MarketingBoost.com, he has helped thousands of business owners worldwide boost sales and scale their businesses by as much as 5-fold through the use of incentive-based marketing. He teaches entrepreneurs how to soar sales & marketing through the use of “Value-Add-Incentives” instead of discounts. His Facebook Group is home to more than 27,000 active business owners who are raking in sales with his advice and amazingly affordable subscription program.Click here to subscribe to The Sell My Business Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEMarcot@marketingboost.comMarketing Boosthttps://marketingboost.com/podcasthttps://www.facebook.com/marco.torres.794628Marketing-Boost-Talks with Marco Torres - YouTubeMarco Torres "Capt Marco" - Co-Founder - MarketingBoost.com | LinkedInThe Deep Wealth Sell My Business PodcastCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy CallThe Deep Wealth PodcastMost entrepreneurs do not fail.They just carry too much for too long.The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.🧠 Deep Wealth MasteryThis is for you if you want to: • Grow a profitable business without becoming the bottleneck • Build real value so selling is optional, not forced • Optimize your health before it limits your business and lifeOne proven roadmap for real decisions.⭐ Explore Deep Wealth Mastery https://iapdw.com/idm🎧 Subscribe https://iapdw.com/podcast📘 Free eBook https://iapdw.com/ebook💬 Have a question you keep circling back to? Leave a short voicemail https://podcast.deepwealth.com/voicemail/Built by entrepreneurs. For entrepreneurs.