DealQuest Podcast with Corey Kupfer

Elizabeth (Liz) Nesvold is the Managing Director and Head of Asset & Wealth Management Investment Banking for Raymond James. She joined the Raymond James’ team in 2019 as part of the acquisition of Silver Lane Advisors. Liz has been described as “the most experienced female investment banker specializing in the investment management and securities industry” by Mergers & Acquisitions magazi...

Over the last few years, Kupfer & Associates has grown a great deal. All of the support and growth we’ve experienced, along with the deals we’ve closed, have meant that we’ve also gotten to bring in new team members. I’ve noticed that making key hires in my business has a great impact on our deal-making capacity.    Listen in to learn about: Team-Building is Business Changing There i...

Precious Williams is a returning DealQuest guest (you can also catch her on Episode 79) who has successfully appeared on Shark Tank and is a 13X Elevator Pitch champion. In less than two years she grew her company from zero to multiple six figures, and her clients have received national, international, and corporate recognition. She’s a world class speaker for brands including Google, and Microsof...

Jon Tota started as a screenwriter, then went to Wall Street and found his way into computers in the late 90's. He then co-founded Edulence in 2002, and created Knowledgelink as one of the first e-learning video training platforms in 2004. He sold that company in 2020, and is now back to creating original scripted content at his new production studio, Syntax + Motion. In addition, he’s the host of...

Peter Nesvold is a lawyer, CFA and CPA by background. He’s also a multi-disciplinary finance executive with 20+ years of Wall Street experience. Now, Peter is the Founder and Managing Partner of Nesvold Capital Partners (NCP), a merchant bank that specializes in the asset and wealth management industries.   He’s come a long way from his early start on the farm! Listen in to learn more about:...

A few weeks ago I came on and shared some thoughts on capital gains rates and deal-making. It ended up being one of my most popular episodes -- apparently capital gains are garnering a lot of interest in the marketplace! Today, I’d like to go even deeper and drill down on capital gains’ impact on deals.   Listen in to hear about: Capital Gains Overview What Kinds Of Deals Are Impacted? Person...

Ramon Ray is a leading expert on small business success. He inspires and educates thousands of business owners every year through his content, events and media interviews. He's also a four-time entrepreneur, who has sold two companies. He's a best selling author and his latest and fourth book is Celebrity CEO, all about personal branding. Ramon has shared the stage with many leading business thoug...

Li Hayes is a returning guest (you can listen in to her previous episode, From Concept to Oscars: Overcoming Barriers to Entry in a New Industr y, right here ). Li is a phenomenal entrepreneur, television host , speaker’s agent, and inventor. After two decades in the corporate world, she summoned the courage to take the entrepreneurial plunge! She started by founding Go Leeward Speaker Management....

As CEO, Martin Hershberger has scaled two companies to 8-figures and beyond. As a small business owner, he’s sold to Apple, HP, and American Express, to name just a few. He has spent the last fifteen years of his career consulting for businesses in the 5-50 million dollar range. Today, he helps business owners and CEO’s prepare for successful transitions by developing and executing strategies for...

Let’s talk about how potential increases in capital gains rates can have an impact on deals. Although we don’t know if capital gains rates are going to continue going up, we do know the Biden administration is proposing increases. The marketplace, of course, is watching and waiting. Regardless of your politics, you’ll want to be thinking through the business and deal-making implications of capital...

Remy Blumenfeld is one of the world’s leading business coaches and advisors. He’s contributed more than 50 articles to Forbes, and has been listed by an independent newspaper as one of the Top 20 Most Influential LGBTQ People in the United Kingdom. He’s been featured in Forbes, Inc., The New York Times, and more! Getting His Start Early Deal-Making Experiences Leaning Into the End Game The Psychol...

Brett Hickey is the Founder and CEO of Star Mountain Capital LLC, a nearly 1.75 billion dollar specialized investment firm focused exclusively on the U.S. lower middle-market. Star Mountain employs a data driven approach to invest debt and equity directly into established operating companies, make strategic investments into fund managers, and purchase secondary fund positions. Early Ambitions Star...

Tim Ash is an international keynote speaker on evolutionary psychology and digital marketing. He’s also a thought leader, marketing trainer, founder of strategic conversion rate optimization agency SiteTuners. Tim has written multiple books, and is the bestselling author of Landing Page Optimization: The Definitive Guide to Testing and Tuning for Conversions. As an industry leader he’s created ove...

This week on the show, Dr. Patricia Boulogne joined us to share about buying, growing, and selling her private practice. Now, she helps her clients who are sick, overweight, and tired finally release lifelong weight problems, chronic diseases and genetic disposition to restore energy and vitality! She’s also the author of the bestselling book, Why Are You Sick, Fat, and Tired?.   Listen in to...

This week, we’re talking about licensing deals! Personally, I think licensing deals are underutilized. I’d love to see more of them happening, as there is so much that can be leveraged in this form of deal-making.   What Can You License? Licensing Deals & Inventions Structuring a Licensing Deal Exclusive vs. Non-exclusive Deals Areas to Be Aware Of And more!   Listen to the DealQuest...

Dom Einhorn is a French-American social entrepreneur and founder and CEO of UNIQORN, the largest rural incubator-accelerator of its kind in the world. He is also the founder of multiple other successful startups and businesses, including the Startup Supercup.    Dom’s had deal-making success throughout his life because he’s built value again and again.  If you focus on solving a fun...

Joel Block is a Futurist and Venture Capitalist. In this episode we discuss valuable topics from his trend report. Learn how the concept of work-from-home is affecting everything. You can expect to hear valuable information about shifts and trends in the following areas: Subscriptions Restaurants Cruise Lines and more!   Listen to the DealQuest Podcast today! Guest Links: www.joelblock.c...

This week I was honored to interview not one, but two amazing guests. Farida and Ramia El Agamy are sisters with phenomenal backgrounds in family business. They bring a global perspective to deal-making opportunities and family businesses. This episode is worth listening to in full. About Farida & Ramia Early Starts for These Citizens of the World First Deal-Making Experiences Negotiations in...

This week on the solocast we’re checking out the 2021 M&A deals outlook. It’s been interesting to take a look at what people are seeing, and what might be around the corner. M&A deals tend to be especially easy to find information on, and often give indicators about other deal-based forecasts as well.    As always, there are no guarantees in the deal-making industry! 2021 Industr...

Matt Sonnen is the founder and CEO of PFI Advisors. He provides strategic operational consulting in the RIA industry and helps existing RIAs tackle various operational and strategic issues that they encounter as they continue to grow. In this episode you will learn how important it is to think through post merger integration and understand that the work is not done when the deal has been made! Add...

Business psychologist, How to Hire the Best author, and Tap The Potential Founder Sabrina Starling is back with us again! Dr. Starling has coached thousands of entrepreneurs to overcome the day-to-day struggles of business growth by getting out of their own way and developing a success mindset that propels them to higher and higher levels of success (and profitability). Today, we focused in on her...

Steven Mail was the founder of the largest single manager global macro hedge fund in Europe. His investments center around companies that deliver insights to hidden areas of the enterprise. He is an ambassador for business to Scotland and an advisor to the Endeavor organization. Listen in to learn more about --   Getting His Start Growth Through Upheaval Investing in Mentorship & Advising...

SPAC is a popularized approach to doing deals and raising capital. Looking back at 2020, there was a major increase of this hot vehicle! Learn what a Special Purpose Acquisition Company is and understand what it is used for. Special Purpose Acquisition Companies raised 78 billion in the US in 2020 and 45% of all companies that went public were SPAC. In this episode you will learn what factors are...

Ashley Paré is a Leadership Coach, Negotiation Advocate, Tedx Speaker, and HR Change Maker. She holds a vast reserve of HR Insider Knowledge that she’s gathered over her career. Now she helps women take action to create the career, business, and life of their dreams! Early HR Ambitions?  Avoiding Your Own Core Truth HR Insider Knowledge And more!   Ashley's Links: Website: https://www.ow...

This week’s guests feature some of DealQuest’s Best of Financing experts! They share about everything from finding little known funding sources to minimizing taxes, gaining freedom, and funding your next start-up. On this episode you will hear insight from the following past guests: Kedma Ough of Target Funding is a “small business superhero” Joel Block is a long-time venture capitalist and hedge...