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

"You have to empower your employees and your company to succeed without you" - Jason Helfenbaum


Jason Helfenbaum creates customized training and knowledge management solutions that address operational issues and opportunities.

As owner and founder of ClicKnowledge, Jason has worked with a wide variety of clients across numerous verticals, ranging from behavioral modification in retail pharma and sales, training in financial services, to support and training content in IT and manufacturing.

In addition to working with large enterprise clients, Jason also works with the SMB/SME market with ay focus on how by creating systems the business can become more efficient, resilient, and valuable

The Sell My Business Podcast is brought to you by Deep Wealth.

The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-days, you have a blueprint for optimizing the value of your business. You also enjoy the certainty that you capture the maximum value.




  • Jason's fascination with how to make a company more effective
  • Why Jason started ClicKnowledge
  • The two types of people in the workplace
  • Why Jason's focus is all about ROI
  • How business owners can have the business run without them through systems
  • Why business owners should not be focused or involved in operations
  • The importance of knowing what your time is worth
  • Eisenhower's four quadrants and focusing on both the urgent and important
  • How to find the low hanging fruit when looking for efficiencies
  • Why your employees are on lease and what you can do about it
  • The two critical questions that lead to efficiencies and a higher ROI
  • The three-stage process Jason created to have the business run without you
  • Knowing which questions to ask when thinking about a liquidity event
  • The power of doing things 1% better week-over-week
  • Proven yet simple strategies to thrive during the COVID-19 pandemic
  • Why questions are the key to unlocking the value in your business and the life you want
  • How to look after the mental health of your employees
  • Stockdale's principle for dealing with challenging situations
  • How silos in a business rob you of efficiencies and profits
  • Why documenting everything saves your health and catapults the success of your business
  • How to start documenting in a manner that isn't time consuming or expensive
  • Jason shares how a client-generated more revenues and success through documentation
  • Why ROI isn't only financial and should also include your time
  • How to think about a liquidity event and the questions to ask
  • Why the right type of training unlocks ROI and saves you time
  • The story behind why Jason created
  • How to get the best out of your employees
  • Why downtime is an investment in you
  • Simple and low-cost strategies that embrace downtime
  • The power of articulating your goals
  • Why laughter is essential both in business and life
  • The importance of mentors and the benefits of learning from people


This podcast is brought to you by Deep Wealth. Are you thinking about a liquidity event? You have one chance to get it right, and you better make it count. The 90-day Deep Wealth Experience gives you the certainty to capture your maximum value. You'll master the 9-steps of preparation we created for our 9-figure exit.

Click here to book your free exploratory call.

Enjoy the interview!



Sell Your Business For More

A Better Me

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 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.

More Episodes (From Newest To Oldest)

The list below has the most recent episodes of The Sell My Business Podcast. Click on any title to find the show notes, transcripts, and additional resources.
Deep Wealth
Exit Planning
Exit Strategy
Liquidity Event
Mergers And Acquisitions
Pivot and Profit
Sell My Business