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:

LinkedIn
Twitter
Email

David Zumpano can be found here:

LinkedIn
Website

 Lisa Roser can be found here:

 LinkedIn

 GUIDR can be found here:

Guidr.Legal

Jeffrey Feldberg can be found here:

 LinkedIn
Podcast

 Email