"There's always something somebody else knows. And it's my job to figure out what they know and they could share with me." Dave Zumpano
Dave's Zumpano was born and raised in Central New York. Dave began his professional career with Price Waterhouse and graduated from Syracuse College of law in 1992.
Dave has founded The Estate Planning Law Center, The Estate Planning Protection Trust Medicaid Practice Systems, and provided the first cloud-based law practice management system, integrated with documentation creation software for estate, Medicaid, and asset protection planning law firms.
In 2021 Dave's newest innovation Guidr, a digital, easy-to-use client interface platform was released to lawyers and once again is changing the industry by digitizing how lawyers communicate with clients to meet the demands of modern technological advancements consumers have come to expect.
In October 2021, Dave and his technology partner Guy Remond coauthored, the digitization of Law: How to Transform Technology Disruptions Into Abounding Opportunities, which provides the basis and support for the future of law practice incorporating digital technology.
Dave has been featured in the Wall Street Journal, National Public Radio and is a regular speaker and trainer to many national, regional, and local legal organizations, banking and financial institutions on estate planning, asset protection, Medicaid planning, and law practice management, utilizing his cutting edge technologies.
Dave's first priority and passion is his wife, Christine, and their children, Maria, Olivia, and Angelo.
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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.
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 and "yes" to a 9-figure offer two years later. 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.