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

Send us Fan Mail “Transform the ordinary into extraordinary by sharing the "why" of your actions.” - Jeffrey Feldberg Do you know why you must master and understand the buyer mindset when selling your business? Most business owners make the fatal mistake of thinking only about themselves. From a buyer’s perspective, this is both selfish and flawed. What can you do? Five powerful strategi...

Send us Fan Mail “Don't put off you dreams for tomorrow when you can do it today.” - Chris Morton Chris Morton is an operating partner at Orchid Black. Chris launches and accelerates the profitable growth of companies by creatively mapping technology to successful business models and market penetration strategies, leveraging industry partnerships, and securing institutional and strategic inve...

Send us Fan Mail “Take a breath, move forward, and make sure that you're leaning into environmental and natural resources issues in a way that listens to other people.” - Sybil Ackerman Sybil Ackerman-Munson has 20 years of experience as a nonprofit professional and foundation advisor who works with philanthropic institutions and foundations interested in successful, high-impact grant making,...

Send us Fan Mail Matthew Hunt is a serial entrepreneur, B2B sales and marketing expert, and coach to company CEOs, marketing directors, and entrepreneurs.  His extensive experience of over a decade of helping B2B companies succeed in sales and marketing has driven him to create several seven-figure businesses, and he's just getting started. His company Automation Wolf is known for helping cli...

Send us Fan Mail “I always ran a ground when I didn't know where I was going.” - Lesley Winston A pioneer in the field of Philanthropic Planning, Chartered Philanthropic Advisor Les Winston specializes in utilizing Section 664 of the tax code to build endowments and lower tax bills. With 25 years of experience in the field, Les founded SocialSecharity.org to educate America on how an endowed...

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 f...

Send us Fan Mail “Research less try more.” - Jonathan Zacks Jonathan is on a mission to decimate no-show appointments. After running an appointment-based business for a decade, he co-founded GoReminders which increases business revenue and cuts wasted staff time with automated appointment reminders & online booking. Jonathan runs Growth & Marketing for GoReminders and loves helping small b...

Send us Fan Mail “If a third party sales in your future, why not set it up for success and then work backwards” - Laurie Barkman 80% of business owners want to stop working in their business in the next 5-10 years, but most have not planned for that transition. Many need to improve the business first. Laurie Barkman is a "business transition sherpa." With her firm, SmallDotBig, she advis...

Send us Fan Mail “Figure out how to scale this with the amount of people you have right now.” - Michael Buzinski  Michael Buzinski is a life-long entrepreneur, digital marketing thought leader, and best-selling author. Dubbed a “visionary marketer” by the American Marketing Association, Michael’s sole mission is to reduce the prevalence of entrepreneurial poverty in the US. Buzz, as most call him,...

Send us Fan Mail “To learn how the money system works.” - Brandon Neely Brandon Neely, an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely. They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personal...

Send us Fan Mail “Be in the present moment.” - Carol Sanford Carol Sanford is a #1 Amazon best-selling, multiple award-winning (six book) author and business educator, Summit Producer, and podcaster. She is consistently recognized thought leader working side by side with Fortune 500 and new economy executives in designing and leading systemic business change and design. Through her university and...

Send us Fan Mail “Start living a life based upon reason, getting the facts, doing the right thing rather than following others.” - John Brown John 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 comp...

Send us Fan Mail “It's not about how good you are. It's about how good your team is.” - James Murray About 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...

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...

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 Oliveira As 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 50...

Send us Fan Mail “Transform the ordinary into extraordinary by sharing the "why" of your actions.” - 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....

Send us Fan Mail “Joy is and always has been an inside job.” - Tim Brown As 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 O...

Send us Fan Mail “What does success look like?” - Lowell Ricklefs Lowell 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, a...

Send us Fan Mail “ All of us are going to figure it out at about the same time ” - Gregory Offner Gregory 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-pe...

Send us Fan Mail “ Take more chances, not be so risk averse and just have faith in my abilities. ” - Bruce Shutan Bruce 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...

Send us Fan Mail “ Invest more early on. ” - Marco Torres Marco 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 Faceb...

Send us Fan Mail “Y ou are good enough and not to worry or not to be too caught up in what other people think. ” - Alvin Narsey I have had an exciting journey buying and selling multiple Pharmacy Businesses in Australia over the past 16 years.   Trained as a Pharmacist in Melbourne, Australia, I bought my first business as a partnership a few years after I graduated from University.  As a Pharmaci...

Send us Fan Mail “ And while I'm flawed and I have my issues and I'm, you know, I wouldn't want me to be any different. ” - Steven Lentz Steven Lentz grew up in an Air force family, moving every 2 - 4 years across the US. He now lives in the Seattle area with his wife and 2 kids. He loves learning, building businesses, helping others, and being with his family.  Professionally, Stev...

Send us Fan Mail “Look for the real things in life that really mean the real things. ” - Derek Gallimore Derek Gallimore is passionate about outsourcing – it is the most transformative business tool available today. He is committed to helping people integrate it into their businesses and see them thrive. Derek’s blend of extensive international business and travel experience means that outsourcing...

Send us Fan Mail “Be present, give your heart and soul and enjoy that person because you can learn something from them.” - RJ Grimshaw A third-generation entrepreneur, RJ Grimshaw has made it his life’s mission to help others succeed.  He has founded companies in a wide array of industries including hospitality, apparel, finance, and automotive. With his extensive experience in business, he has st...