Transcript of Efficiencies Expert Jason Helfenbaum On How To Increase Your ROI Through Training And Efficiencies

[00:00] Introduction Welcome to the Sell My Business Podcast. I'm your host Jeffrey Feldberg. 

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

At the end of this episode, take a moment to hear from business owners, just like you, who went through the Deep Wealth Experience. 

[00:01:44] Jeffrey Feldberg: Andy Cabasso is a startup founder, speaker, lawyer, former Guinness World Record holder, and occasional wedding officiant. He is the co-founder of Postaga, an all-in-one platform for link building and email outreach. Prior to Postaga, Andy started grew and then successfully sold a digital marketing agency for seven figures. Before building his agency, Andy practiced law.

Welcome to The Sell My Business Podcast and for all of our business owners out there, I know you're asking questions like how do I grow the business? How can I find new customers? What's this whole digital marketing thing. And even when it comes to selling my business, what's that all about?

Well, you've come to the right place, particularly with today's guest. Andy, welcome to the Sell My Business podcast. We're absolutely delighted to have you with us. Andy, there's always a story behind the story. What's your story? What got you to where you are today?

[00:02:40] Andy Cabasso: I was in law school and I was applying to work at different firms. And I was noticing that of the firms that I was applying to work for all of them had a terrible internet presence, whether it was just like a lack of a website or a bad website and really lack of an online presence and not really understanding how to market to them.

As I'm doing this, I could do better than this. And a colleague of mine, my roommate from university was a freelancer at the time. And we talked about, I thought was this big opportunity. And he was like, I'm doing web design right now, going from project to project. I think this is a great market for us to go after and I have some ideas from my freelancing background of how we can really turn this into a business that we can grow rather than it just be us going from web design project to web design project, or marketing project to marketing project. And so what started as a kind of side project idea that I had when I was in law school ended up becoming its own business that after school I was able to grow. I stopped practicing law and grew the business, scaled it, and then was able to successfully sell it in just three years to a larger company in the legal industry.

[00:03:58] Jeffrey Feldberg: I love that. And for listeners, if you were listening closely to what Andy was saying, he does what every successful business owner does. He found a painful problem, that he was passionate to solve, and off he went. So Andy, when you look back at building the business and then eventually selling it, why don't we start with growth?

Because every business owner is all about how do I scale my business quicker? How can I get more growth? What were three things that just worked out so well for you on the growth side that you'd recommend to our listeners?

[00:04:31] Andy Cabasso: There were a few things, in particular, suggest the first was our content marketing. So SEO is a more long-term strategy. It's not going to start paying dividends right now, or in the first three to four months even. It's a long-term process, but I was aware of this and you know what they say, like the best time to plant a tree is 30 years ago.

The second best time to plant a tree is today. And so I created a lot of content that was geared towards the problems that my potential audience was having, and so there's a lot of content out there about how to build a website or how to market your business. And it's all very broad and generic.

And there was some content geared towards law firms that I was seeing, but I was realizing that the content wasn't very personal. It didn't really speak to the individual problems that the clients that I was talking to were having. And so I got a lot of ideas for blog articles, just from having conversations with people and customers.

And once you hear the same problems over and over again, you recognize, okay. If this is a consistent problem, maybe I should be creating content around that. Now, part of what you need to do is really be methodical about it, to have a strategy with the content that you're creating. Because a mistake that I made was I would sometimes write an article that I thought was really good, but it turns out there's not a lot of people searching for that topic or if I wanted to rank for that topic, it was in a very competitive space.

Content is super important. Not just creating your content, but also promoting it. I'd say half the battle is writing a good blog article.

The second half of it is getting it out there and just publishing alone won't do everything for you because it's not going to automatically rank if people can't find it. And if other sites don't link to it. One important aspect of search engine algorithms are other websites linking to this article.

Google, for example, sees that when other sites link to your content as validation, that this content is good and is relevant about this topic. So I was doing was after I created my article, reach out to other bloggers in relevant spaces to suggest to them that they link to my article in an appropriate context from one of their articles and that's called link-building. And it's a strategy that can really help you have a quicker growth when it comes to SEO.

[00:07:03] Jeffrey Feldberg: And what's interesting, Andy, and for our listeners, whether you're writing the articles and doing all the technical stuff in the back end the big takeaway from what I'm hearing is it's not enough to just write an article, publish it. And as you see all too often out there, it's onto the next article.

And it's as though, the last article never happen. It's not a quantity game. It's a quality game and better to have fewer articles where you've done a better job of promoting it, getting it out there, having people read it, that gets your name out there. And particularly Andy, you spoke about just paid advertising as we record this podcast today.

It's just crazy where prices have gone and how competitive it is. And really having more of the long game, I'm going to do my own organic type of growth and put articles and content out there that are a value for people. And they'll find it through their searches and they'll have other sites that are linking to me.

It sounds like what was a powerful strategy for you, but the other thing that I like you actually put feet in the street, you spoke to your target audience. What's working, what's not working. What's keeping you up at night? That's my favorite question.

And you responded to that, so that worked for you, but in the three years where you grew your business, let's look on the flip side because I'm a big believer we can learn as much and oftentimes more from failure than from success. So what were some of the quote-unquote failures that were big learning moments for you?

[00:08:30] Andy Cabasso: So for the marketing channels that I figured out that did work for us two of them being SEO and another one being partnerships that I can talk about in a little bit that helped actually us get to the acquisition. Some channels that we tried that didn't work out for us, were paid ads.

There are already a lot of different opportunities with paid ads. You could do ads in Google search. You can do ads in YouTube, ads in Facebook. And when my agency was starting, Facebook ads were, this was 2013. It was definitely not as competitive, but getting in front of the right people and getting them to take an action that you want them to take was I found in particular what was challenging because at least for my space, I was finding with paid ads, they were expensive back then. They're even more expensive now. And when someone clicks on a paid ad, they have no idea who you are.

They're intrigued by something and they're going to go to your website, whether it's like a landing page or your homepage.

And in a very short period of time, you have to keep them engaged. You have a few seconds to demonstrate that you have something that's worth keeping them on this page, keeping them reading, and then ultimately going to reach out to you to hire you for your product or your service. With ads, it's going to take a lot more time to build that trust compared to getting a referral or recommendation from a friend, someone that they trust, or content marketing.

One thing that I like to doubt, leads that we would get from content marketing is people would often read a blog article. Then they would download a lead magnet that we'd have on our site, like an ebook that we'd give for free in exchange for their email address. Then they would get on our email list.

And over the course of weeks, months, sometimes years, they would get our newsletters. And when it would be the right time for them to look for a new website or a marketing company. We would be the first people that they would think of. And there's already this built-in trust because I've been continually providing value to them.

And the right time just finally aligns. It's definitely a long-term strategy, but with paid ads, It just didn't work out for us in terms of it was a big investment and the people that we were finding were typically if they're clicking on our ad they're clicking on other people's ads and they're shopping around, they don't trust us we don't have that rapport that trust.

And so it was less likely the conversion rates for those leads were not as high. And I know there are plenty of businesses that can make paid ads work, but for us, that wasn't a successful channel for us.

[00:11:05] Jeffrey Feldberg: So you built this up and then three years later, you sold to a larger company. Why don't you talk to us, Andy because the Deep Wealth Experience with our 9-step roadmap and our 90-day system, that's really what we're all about of how do you maximize we call it a liquidity event? How do you maximize your liquidity event that you're capturing the best deal not just any deal?

And so why don't we start with on the win side? Firstly, congratulations, you sold your business. What strategies worked really well for you that you would do again for your next company?

[00:11:37] Andy Cabasso: The fact that we sold our business and were happy with the exit was in hindsight, it feels like luck, but there were some things that we had in place that definitely increased the likelihood of this luck happening. We did digital marketing for law firms.

That was our niche. We have this business specifically geared towards this audience. There were a lot of people that do web design and marketing and they go broad because they don't want to turn away any potential money or potential clients. But we niche down. We have a specific audience that we wanted to go after.

There are plenty of law firms out there. And by going after this particular market, our marketing could be geared towards that. We could build partnerships with other companies specifically in this industry that could be able to refer us business and we can refer business to them. And that was a very successful channel for us.

We made partnerships with dozens of companies. A lot of them didn't work. Some of them were very successful. And the company that ended up acquiring us was one of those partners. And so we would refer clients to them. And then at the right time, they reached out and said, hey, are you interested in being acquired?

We both serve the same customers, but we're looking to get into the digital marketing space is not a service that we provide. Are you interested in potentially being acquired? And so that worked out well for us. I can't say that I knew all along this would happen, but that worked out well for us.

But besides that, helping us to be a business that was worth anything that had any value. There were a few things that we did from the beginning that really helped us. And made us really an asset. The first was having recurring revenue. So with a lot of people that do web design and digital marketing, they often will do project basis work.

So I'll design your website, that'll be $5,000, or I'll do your online marketing. I'll build you Facebook ad campaigns. It will be $5,000, $10,000, whatever, and I will do that. And then that will be our engagement and then it will be done. We turned away clients that just wanted that one and done thing. We said from the beginning if you're going to be working with us, we'll design your website.

We'll do your marketing, but all of our services are an ongoing engagement. And so this way, if we had a bad month, if I didn't make any sales, we would still have this baseline of built-up recurring revenue that we could lean on if sales were low one month. And so we would be able to potentially take a vacation sometimes.

If you're going from project work to project work, you're constantly having to find new clients, but we built up this book of recurring business so having that recurring business, we have an asset here and at the very least the business is worth a multiple of this business that we have of recurring revenue. It's very common in SAAS that everything is MRR as recurring revenue, but wasn't as common that we were seeing in the web design and marketing space.

And so that really was one thing that we had and we turned away. We turned away money. People saying design my website, I'll pay you $5,000. I'll give you a check today. But we said that's just not our model.

And the second thing that was very helpful for us was productizing our services. So taking our service of web design and instead of being something nebulous was very fixed with having fixed deliverables so that we know at this stage of the process here is what we owe the client. Like the client gets X number of pages, X number of contact forms, a certain number of staff pages.

There are fixed scope deliverables, so nothing could creep out of the scope of the project has with design in particular. There's a lot of scope creep with clients asking for additional things. But building this system could mean that it's not just reliant on me or my co-founder to provide the services. Building out this assembly-line style process from beginning to end meant that we could hire and train people as long as we have SOPs to define all of the fixed scopes of the process. And then, build out the client site have these recurring deliverables that we had, and just streamline it. So that saves us from being at a point where you have the owner as a bottleneck who has to make all of the decisions on the fly.

[00:15:51] Jeffrey Feldberg: Wow, Andy, a lot to unpack there. And for our listeners who have been in the Deep Wealth community for a while, or if you've gone through the Deep Wealth Experience, all of this should be incredibly familiar. Let's start with what Andy, you shared with us. One of the first things that you mentioned, and we've covered this 9-step roadmap is actually step number two.

We call them the X-Factors to insanely increase your business model. Andy, I loved how in your business model you had recurring revenue. And so for our listeners, don't hang up on me here. Don't get offended with what I'm about to say. And we wrote a whole ebook about this, why your business model sucks and what you need to do about it.

And for most business owners, Andy, I'm sure you'll recognize this. They have a terrible business model. There's no recurring revenue. We also look at how long are your contracts the longer, the better, and then the holy grail of a business model is the opportunity of doing revenue sharing with your clients.

So you had a business model that was different. It had some certainty in it. It had some visibility in it. And then I also loved how you made sure that the business ran without you, that you weren't the sun, the moon, and the stars for the business, that you weren't going to be holding things back. And the company that acquired you, they don't need you to be there. They don't have that risk of you not being there, that the whole thing falls apart. So you did many things, right.

Andy nothing's ever perfect. Looking back, what would be something perhaps you would have done differently or maybe you didn't do it all that you would have loved to do when you take a look and say, okay, hindsight is 2020. Here's how we would change one thing or a few things.

[00:17:26] Andy Cabasso: From the beginning, the goal was to build these productize services, build out these recurring workflows and processes, but it wasn't perfect from the beginning. We definitely learned as we went, we realized here are certain bottlenecks and this is anyone who does web design or marketing services can probably attest to this.

You have some clients who are months or sometimes over a year or more behind where you're waiting on them for something. And at the very beginning, for example, our pricing model was we did milestone payments. You pay us this to get started and this on the launch of the project and then a recurring component. And it wasn't until later that we revised the revised that to be the milestone payments were this on start then this payment term on either two months or three months or the website launches, whichever comes first.

And then the recurring component starts from them because one more often than not, if there was a holdup, it was often because the client was like, oh, I know that I owe you copy or I know that I owe you when you headshot. I've been meaning to get to it. But it's just not my highest priority right now. I have other things.

And meanwhile, we have this growing list of plans who will be paying us hundreds of thousands of dollars in recurring revenue, but we couldn't get their project launch because we were waiting on them and so honestly, having that commitment to be at three months or two months, I can't remember what it was specifically, but at this time we're going to start the recurring payment because we are confident that if you give us all the assets that we need, we will have your site ready by then.

And if it takes beyond that, then it's really on you. And so this actually got our clients to be quick. Once they saw that first recurring bill and they were like, oh, I'm paying for this. And my site isn't live yet. Now I know it's on me. It got them moving along much faster. That's just one lesson that we learned along the way. In terms of having that contract term.

Another thing was yeah, like figuring out our SOPs and our processes took time. It took us time to develop the right software, to figure out the right software platform to use. We started out using Trello for project management, but it wasn't the best for having recurring items.

So like, if a client each month is owed a report or if each SEO client or each paid search client has these different deliverables each month. We would need specific items that recur for them and Trello just wasn't the best for it. So we tried out a bunch of different project management software.

But eventually, we settled on one called Podio, which I love, and it took us a while to develop. So everything was a learning process. And if I could go back in time and talk to myself and say, here's what you need to do that would save me a ton of time. So I guess that being said, having mentors who are more experienced than you in your field is a huge advantage to have.

[00:20:30] Jeffrey Feldberg: I love that. And you're absolutely right. It's someone who maybe they're not necessarily smarter than you, but they've been down that path before they'd been on that journey longer. They've experienced the successes. They've experienced the difficult times and when you can reach out to them and say, hey, here's where I am today.

And I want to get to where you are. Help me. What do you have to say? What can you share with me that's just a tremendous way of saving time and getting there a whole lot quicker. And so Andy, you had this successful exit. Talk to us about your post-exit life. So what are you've been up to now? What does that look like for you?

[00:21:07] Andy Cabasso: One thing that came to mind after we exited was the fact that in trying to build our SEO for ourselves and for our clients, we saw that link-building was a big component of that, but we couldn't figure out a very good, scalable way to do that for us and for our clients.

Cause it in basically entailed a few-step process of doing research to find relevant, other websites, to pitch, then finding the right contact people, finding their email addresses, and then sending them a personalized outreach pitch and follow-up emails to ask them to link to our content.

And because of that, and after talking with some of their agencies that talked about how the fact that they have a very disconnected solution that they home built to do this work. We built Postaga which is my current startup, which streamlines all of this entire outreach process. And so it helps with everything from finding relevant websites, journalists, bloggers, PR people, podcasters finds their email addresses and then creates personalized pitches for them. And so it's useful for anything from link building to lead generation and sales, to PR for our businesses.

[00:22:21] Jeffrey Feldberg: And so Andy, what does that look like if I'm a business owner and I come to you and I say, Andy, I've got no idea about this technology side. All I know is I want to grow the business and I don't really want to get behind the scenes. It's like my car, I go into my car, I push the button, the engine starts and I just drive.

So I want to drive the growth in my business. Andy, what would that look like for a business owner coming to you who's focusing on growth in clients and revenue and ultimately profits. How would that work with you?

[00:22:49] Andy Cabasso: Yeah. So the Postaga platform has a bunch of different types of outreach that it can do. So let's say you're like, I've got these blog articles and I want them to rank better in search. Our platform has a lot of AI insights to it where it can actually give you suggestions to say, it's analyzed your site.

Here are some articles that would be good for outreach. And then relevant to that. Here are sites that we think you should reach out to. Here are some email templates that you can use for inspiration to reach out to these sites. And then it'll build and send those pitches for you. But beyond doing things like link building, there's also lead generation.

Let's say you want to get new customers for your business? Our platform also has a built-in search engine defined different types of businesses based on different criteria. So let's say you're a local business. Let's say that you're a plumber in Madison, Wisconsin, and you want to find corporate clients.

You can search in Madison, Wisconsin, or other surrounding cities for businesses of a certain type. Find the right people, find their emails and then pitch them your services.

[00:23:52] Jeffrey Feldberg: Wow. Okay. So you have a lot going on there. And so what's interesting here, Andy, you've been on the one hand in the position of a business owner and you've had a startup. And you've sold your business. And so, as you know, in a liquidity event, the opportunity before the liquidity event, and even during the liquidity event to grow and have the company just get out there, revenue-wise and profit-wise is everything.

So as you look to the past of what you've done. And now you're looking to the future. What are some strategies that you can share with our audience of here I am today? I know perhaps maybe it's five years from now, two years from now, ten years from now, I'm going to be having some kind of liquidity event. What would be some words to the wise that you can share?

Let's take everything now that you've done and that you're currently doing. And get your secret sauce out of that, that someone can walk away with and say, hey, Andy said to do this, I'm going to give this a go because it works. You have that visibility where others haven't you've walked that path where others haven't yet. So to be curious about your thoughts on that.

[00:24:58] Andy Cabasso: So I'd say that, if you're in a particular industry is generally a small world between competitors and complementary businesses. It's good to know and build relationships, with all these companies because someone who is a competitor today might be looking to acquire you in the future. If they're expanding or another company in your space that is not doing what you're doing might be looking to get into your area, to provide additional services or products that are complementary to theirs.

But relevant to the same customer profile. So building those relationships, even if you might be thinking why would I want to reach out to competitors or no competitors? It can be helpful in particular, because if someone is looking to get into your, are looking to acquire you because they're looking to get into your space and they're not at all in your space.

The multiple that you might be looking at in terms of valuation probably is not going to be the same as if the company that's acquiring you is looking to do so as a strategic acquisition as if it's a complimentary business. And they're not yet in your exact area. And they're looking to break in, you've got a lot more value to offer than just your revenue or your EBITDA and the service that you provide.

You have more value that you can hopefully add on to the business that's looking to acquire you. And so I'd be mindful of that in particular. So playing the long game, make friends build relationships in your space. And this way, if you eventually have someone who reaches out to you and says, we're looking to get into your space, or we're looking to acquire more companies in this area, you could also say, okay well, let me know what you're thinking.

And then put feelers out there with your network to say someone else is looking at what is interested in acquiring us and we're contemplating selling. If you are also potentially looking to acquire a company like us, let me know, and let's have a conversation and in a perfect world, you can get a bidding war. And that could help you increase the valuation that you got.

[00:26:55] Jeffrey Feldberg: Andy, what's interesting about what you're sharing. And I think it's a great takeaway for all of our listeners. Really, if you look at a common theme, in your career of when you first started out, became successful and now you're helping other businesses become successful. Number one, it sounds like you were just curious, you were speaking to people, competitor or not competitor what they are, who they are, what they're all about and everyone knows somebody. And you never know who the person in front of you, who they really are. Particularly today, everything being virtual it could be just a regular, plain, old person, nothing wrong with that. Or it could be an influencer or it could be someone who literally could make a big difference in your business.

And so I really applaud you for being curious, being open, speaking to your competition, and just listening and seeing what's working for people and what's not working for people and that's served you really well. And I want to ask you this now we're at the point in the podcast, Andy, as we begin to wrap things up where I get to ask my favorite question of every guest.

And so I'd like you to think about the movie Back to the Future. In the movie, you have the DeLorean car and the DeLorean car can take you to any point in time. So imagine now it's tomorrow morning, you look outside your window and there's the DeLorean car. The door is open. You hop on in and Andy, you can go back to any point in your life. Andy, as a young child or a teenager or an adult, whatever that would be.

What would you be telling your younger self of Andy do this, or don't do that, or here's some life wisdom that I like you to follow? What would that be for you?

[00:28:36] Andy Cabasso: Well, back to 2010 and tell yourself to put all of your money into Bitcoin.

[00:28:41] Jeffrey Feldberg: Oh yeah, that, that would be a game-changer. Wouldn't it?

[00:28:46] Andy Cabasso: Yeah. If we're talking about business advice, I think what I'd go back and tell my younger self. Where I am today is because of the things I've done in the past. The things that I have attempted and tried, failed, succeeded at like the only thing that I feel like I can honestly say were given where I am today is something like yeah, go back in 2010, tell yourself to invest in Bitcoin or something like that. I'm otherwise pretty pleased with where I'm at today and business is often learning along the way. There are things that I might wish that I could've learned sooner like these marketing channels are particularly effective. These are not here are some pivots that you might want to make earlier on. But otherwise, yeah, I don't know that I have a great answer for that, like specifically for me. Maybe I'd say, you're not going to be practicing law, so maybe don't invest in law school.

However, if you do, you're gonna find this opportunity to build a business marketing towards lawyers that are going to give you a successful exit in a few years.

[00:29:46] Jeffrey Feldberg: I really respect your answer of what you said earlier. You said, hey, I am where I am today because of what's taken place in the past. And if I change that, that would change who I am and where I am today. And, you know, it's interesting, Andy many guests have felt and shared the same insight.

Hey, I wouldn't change a thing because at the time, perhaps it looked like a big setback, or perhaps it was a challenging time, but I didn't realize it. I see it now. That's really what made me, who I am today. Or as we hear that popular saying what doesn't kill you makes you stronger. And here you are today making a difference and paying it forward and helping the lives of other business owners.

And Andy, I'm going to put this in the show notes. So for our listeners, it'll be point and click to save some time and make it really easy. If somebody would like to find you online, where's the best place for that?

[00:30:37] Andy Cabasso: My company's website is And for listeners of the podcast, if you want to try our platform for doing outreach using the coupon code podcast50 you'll get three months for 50% off.

Beyond that I'm pretty easy to find on Twitter, I'm Andy Cabasso. LinkedIn, Andrew Cabasso, and on Facebook, I have a group called Grow Together SEO that is all about digital marketing outreach and link building.

[00:31:06] Jeffrey Feldberg: Wow, Terrific. And for our listeners, I just heard a fabulous offer there for you of getting 50% off when you try out the platform for the first time. And we'll put all that in the show notes, but something that you should really definitely take Andy up on his offer and thank you for that generous offer, Andy.

Well, listen, Andy, as we wrap up this episode, thank you so much for taking part of your day and spending it with us on The Sell My Business Podcast. And as always, please stay healthy and safe.

[00:31:31] Andy Cabasso: Thank you, you too.

[00:31:32] Sharon S.: The Deep Wealth Experience was definitely a game-changer for me.

Lyn M.: This course is one of the best investments you will ever make because you will get an ROI of a hundred times that. Anybody who doesn't go through it will lose millions.

Kam H.: If you don't have time for this program, you'll never have time for a successful liquidity

Sharon S.: It was the best value of any business course I've ever taken. The money was very well spent.

Lyn M.: Compared to when we first began, today I feel better prepared, but in some respects, may be less prepared, not because of the course, but because the course brought to light so many things that I thought we were on top of that we need to fix.

Kam H.: I 100% believe there's never a great time for a business owner to allocate extra hours into his or her week or day. So it's an investment that will yield results today. I thought I will reap the benefit of this program in three to five years down the road. But as soon as I stepped forward into the program, my mind changed immediately.

Sharon S.: There was so much value in the experience that the time I invested paid back so much for the energy that was expended.

Lyn M.: The Deep Wealth Experience compared to other programs is the top. What we learned is very practical. Sometimes you learn stuff that it's great to learn, but you never use it. The stuff we learned from Deep Wealth Experience, I believe it's going to benefit us a boatload.

Kam H.: I've done an executive MBA. I've worked for billion-dollar companies before. I've worked for smaller companies before I started my business. I've been running my business successfully now for getting close to a decade. We're on a growth trajectory. Reflecting back on the Deep Wealth, I knew less than 10% what I know now, maybe close to 1% even.

Sharon S.: Hands down the best program in which I've ever participated. And we've done a lot of different things over the years. We've been in other mastermind groups, gone to many seminars, workshops, conferences, retreats, read books. This was so different. I haven't had an experience that's anything close to this in all the years that we've been at this.

It's five-star, A-plus.

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Deep Wealth is an accurate name for it. This program leads to deeper wealth and happier wealth, not just deeper wealth. I don't think there's a dollar value that could be associated with such an experience and knowledge that could be applied today and forever.

Jeffrey Feldberg: Are you leaving millions on the table?

Please visit to learn more.

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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 strategy session.

Enjoy the interview!

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 based on 3-times, EBITDA. Two years later, we said "yes" to a 9-figure offer based on 13-times EBITDA.  In the process we increased the value of our company 10X.

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

After our 9-figure exit we committed ourselves to leveling the playing field. The Deep Wealth Experience helps you create a launch plan in 90-days. Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event.
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