May 31 2022 23 mins
In today's episode, Lisa, Guy and David welcome Jeffrey Feldberg to the show.
Jeffrey is the Co-Founder of Deep Wealth and the Chief Liquidity Event Advisor.
Some of the topics discussed include: the reasons why preparation is of paramount importance if you're planning to sell your practice or business;
the nine most essential steps in preparing for a liquidity event; and the hidden statistics explaining why most attempts at liquidity don't always work as intended.
Guy Remond can be found here:
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David Zumpano can be found here:
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Website
Lisa Roser can be found here:
GUIDR can be found here:
Guidr.Legal
Jeffrey Feldberg can be found here: