Corey Kupfer
DealQuest Podcast with Corey Kupfer
Why do some companies grow by leaps and bounds while others only inch forward? Simple. They embrace Deal-Driven Growth in addition to organic growth! DealQuest is where you learn how to strategize, prepare for, find, and complete deals to grow your company faster. Listen in as host Corey Kupfer takes you behind the scenes with some of the world’s most fascinating deal-savvy business leaders. This is the one place where they can share openly the secret to deals they have done (or failed to do) and the issues, opportunities, benefits, pitfalls and lessons learned. Here you learn first-hand all a...
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Episodes
Episode 27: The Changing Face of Wealth Management, with Dan Seivert 24.07.2019 42:49
Dan Seivert is the founder and CEO of ECHELON Partners, a leading investment bank and consulting firm in the wealth management and investment management industries. He is an experienced executive strategist and keynote speaker, and he has been quoted by key industry publications such as The Wall Street Journal, RIABiz, Investment News, Fortune, and Financial Advisor as a recognized industry expert...
Episode 26: Finding Little-Known Funding Sources for Your Business, with Kedma Ough 17.07.2019 39:43
Kedma Ough is a “small business superhero,” who has worked with over ten thousand entrepreneurs and small business leaders in the last two decades, helping them to attain capital and resources to grow their businesses. Kedma is also the author of the new book Target Funding: A Proven System to Get the Money and Resources You Need to Start or Grow Your Business. She is a fifth-generation entreprene...
Episode 25: Being a Dominant Force in Your Industry, with Damon Gersh 10.07.2019 53:12
Damon Gersh is the President and CEO of Maxons Restorations, Inc., an innovative leader in the property damage restoration industry. Damon is a winner of the Ernst & Young Entrepreneur of the Year Award, the Fast Company Award for Leadership, and Inc. 500 and Inc. 5000 awards. Damon is also a Past President of the Entrepreneurs' Organization New York City Chapter, the co-founder of the Gatheri...
Episode 24: Opportunities for Deals During a Recession, with Corey Kupfer 03.07.2019 17:01
My name is Corey Kupfer and I’ve been doing deals and negotiating professionally for more than 30 years, both as a successful entrepreneur and as an attorney. My goal is to help you strategize, plan for, find, and complete deals that will help your company grow faster. This is called “inorganic growth”, and it differs from the traditional slower, organic growth you’re probably familiar with. In th...
Episode 23: Exiting Your Business the Right Way, with Mike Finger 26.06.2019 37:45
Mike Finger is the founder of Exit Oasis, a firm that specializes in helping business owners identify problems with their businesses that might make them less appealing to potential buyers. Mike is himself an entrepreneur who at one time felt trapped in his own previous business, desperate to sell but unable to find buyers. He had to learn essential skills and a different perspective to understand...
Episode 22: Focusing on Positive Outcomes for Everyone, with Chris Wilkerson 19.06.2019 33:37
Chris Wilkerson is the Founder and CEO of High Bar Capital, which specializes in funding, acquisition, and management of high-quality businesses in niche markets with the goal of growing businesses while increasing their value. Prior to founding High Bar Capital, Chris specialized in business development at Ventro, a B2B marketplace. Chris also works with graduate and undergraduate students as the...
Episode 21: The Art of Negotiation and Reading Body Language, with Greg Williams 12.06.2019 37:40
Greg Williams is known as “The Master Negotiator and Body Language Expert.” With more than thirty years of experience in negotiation reading body language, Greg is often called on by TV news outlets to read the authenticity of politicians, entertainers, and other high profile individuals. Greg is also a widely regarded speaker, a bestselling author with seven books on the subject of negotiating, a...
Episode 20: Highlights from the DeVoe M&A+ Succession Summit: Day Two, with Corey Kupfer 07.06.2019 27:59
Corey Kupfer has been working in the business of negotiations for more than 30 years, both as a successful entrepreneur and as an attorney. His goal is to help you strategize, plan for, find, and complete deals that will help your company grow rapidly. This is called “inorganic growth”, and it differs from the traditionally slow, organic growth many are familiar with. In this solo episode of Fueli...
Episode 19: Highlights from the DeVoe M&A+ Succession Summit: Day One, with Corey Kupfer 06.06.2019 25:00
Corey Kupfer has been working in the business of negotiations for more than 30 years, both as a successful entrepreneur and as an attorney. His goal is to help you strategize, plan for, find, and complete deals that will help your company grow rapidly. This is called “inorganic growth”, and it differs from the traditionally slow, organic growth many are familiar with. In this solo episode of Fueli...
Episode 18: The Importance of Character, with Corey Kupfer 05.06.2019 21:04
My name is Corey Kupfer and I’ve been working in the business of negotiations for more than 30 years, both as a successful entrepreneur and as an attorney. My goal is to help you strategize, plan for, find, and complete deals that will help your company grow rapidly. This is called “inorganic growth”, and it differs from the traditional slow, organic growth you’re probably familiar with. In this s...
Episode 17: Connecting with the Right Deal Partners, with Mary Ann Buchanan 29.05.2019 42:19
Mary Ann Buchanan is the CEO and a co-founder of RIA Match, a consultancy and digital platform that offers succession planning assistance and growth solutions to financial advisors. Mary Ann has worked in the wealth management industry for more than thirty years, and she is an experienced speaker and respected industry panelist. In her thought leadership work, Mary Ann specializes in overcoming hu...
Episode 16: After the Ink Dries, with David Shriner-Cahn 22.05.2019 33:37
David Shriner-Cahn is the host of Smashing the Plateau, a massively successful podcast dedicated to guiding entrepreneurs to build consistent, stable, recurring revenue. Smashing the Plateau has been featured in Forbes Magazine’s “Three Podcasts to Power Up Your Ultra-Lean Business”, as well as Inc. Magazine’s “5 Entrepreneurs That Will Change the Way You Communicate”. Over the course of more than...
Episode 15: Finding the Right Deal for Your Needs, with Corey Kupfer 15.05.2019 19:43
My name is Corey Kupfer and I’ve been doing deals and negotiating professionally for more than 30 years, both as a successful entrepreneur and as an attorney. My goal is to help you strategize, plan for, find, and complete deals that will help your company grow faster. This is called “inorganic growth”, and it differs from the traditional slower, organic growth you’re probably familiar with. In th...
Episode 14: The Latte Factor and Next-Level Deals, with David Bach 08.05.2019 54:54
David Bach is a top trusted financial expert, nine-time New York Times bestselling author, motivational speaker, successful entrepreneur, and founder of FinishRich media. David’s most successful work as an author includes his Finish Rich and Automatic Millionaire series of books, translated into more than 19 languages and with more than 7 million total books in print. David is also a frequent nati...
Episode 13: Fueling Deals Roundtable, with Vijay Khatnani, Judy Briggs, Chuck Morris, Scott Walton, and Jane Bolin 01.05.2019 43:51
Joining me in this episode are J2 Solutions founder and managing partner Vijay Khatnani; 1-800-GOT-JUNK franchisee Judy Briggs; Morris Creative Group owner Chuck Morris; Walton Financial founder Scott Walton; and Payton Bolin founder and Chief Marketing Officer Jane Bolin. These five remarkable entrepreneurs are here to share their individual stories, linked by the common thread of inorganic growt...
Episode 12: Facilitating Deals and Growing Firms, with John Furey 24.04.2019 38:23
John Furey is the founder of Advisor Growth Strategies, a consultancy that helps business owners advance their financial advisory firms. John has worked with more than 200 firms, helping them structure new entities and optimize their business performance. John created the think tank aRIA (alliance for Registered Advisors), connecting seven top industry firms to improve and advance the RIA industry...
Episode 11: Accelerated Growth Through Acqui-Hiring, with Bruce Eckfeldt 17.04.2019 29:44
Bruce Eckfeldt is a consultant, coach, author, and speaker on organizational development and performance management. Originally an architect, he was a pioneer in the use of computer-aided design and 3D modeling. He later transitioned to software design and development, converting his spatial problem-solving skills to informational architecture and user experience design of digital software product...
Episode 10: Key Steps to Maintain Healthy Negotiations, with Corey Kupfer 10.04.2019 23:03
My name is Corey Kupfer and I’ve been doing deals and negotiating professionally for more than 30 years, both as a successful entrepreneur and as an attorney. My goal is to help you strategize, plan for, find, and complete deals that will help your company grow faster. This is called “inorganic growth”, and it differs from the traditional slower, organic growth you’re probably familiar with. In th...
Episode 9: Deals in the Age of Information, with Phil Buchanan 03.04.2019 52:40
Phil Buchanan is the Executive Chairman of the Board for Cannon Financial Institute, and one of the most highly regarded wealth management experts in the field today. He is a keynote speaker, trainer, consultant and business coach. With Cannon Financial Institute, Phil and his team teach business leaders, wealth managers and others the skills they need to thrive in their roles and accelerate the g...
Episode 8: From Startup to Billion-Dollar Brand, with Brian Smith 27.03.2019 44:31
Brian Smith has charted his own course to become one of the great entrepreneurial success stories of our time. In 1978, he imported six pairs of sheepskin boots from Australia, with a dream to build a business where every American would eventually be wearing the product. That is how one of the world’s most recognizable brands began, and sales of UGG products have exceeded a billion dollars in each...
Episode 7: Acquisition: Not Just for the Big Guys, with John Bly 20.03.2019 42:13
John Bly is the founder and CEO of LBA Haynes Strand PLLC, a widely-respected CPA firm. Since 2004, John has completed eleven CPA firm acquisitions and four fitness franchise acquisitions. He is also the co-founder of LBA Haynes Strand Capital Advisors LLC, which provides advisory services focusing on the capital needs of small and mid-sized companies. John is a speaker and business consultant spe...
Episode 6: 2018 Deals In Review, with Corey Kupfer 13.03.2019 25:34
My name is Corey Kupfer and I’ve been working in the business of negotiations for more than 30 years, both as a successful entrepreneur and as an attorney. My goal is to help you strategize, plan for, find, and complete deals that will help your company grow rapidly. This is called “inorganic growth”, and it differs from the traditional, often slower, organic growth you’re probably familiar with....
Episode 5: Finding the Right Deal, with Mindy Diamond 06.03.2019 33:48
Mindy Diamond is the president, CEO and founder of Diamond Consultants, specializing in recruiting financial advisors. Through her relationship-driven methods, Mindy helps individuals and organizations maximize their potential. She has contributed to the Wall Street Journal, New York Times, CNBC and other national media outlets. She is also a respected keynote speaker, podcast host, and thought le...
Episode 4: Raising Capital and Avoiding Taxes, with Joel Block 27.02.2019 31:11
A money business insider, Joel’s a long-time venture capitalist and hedge fund manager (gobbledygook for professional investor) who lives in a Shark Tank world like on TV. Since selling his publishing company to a Fortune 500, Joel keynotes conferences worldwide, delivering business strategies and the inside track for money and success to business executives and their teams. What You Will Learn: L...
Episode 3: Influencer and Sponsorship Deals, with Ramon Ray 20.02.2019 40:10
Ramon Ray is a four-time entrepreneur, speaker and bestselling author. His work has been featured in the New York Times, Fox Business, MSNBC and other national media, he has been recognized on the WeWork “40 over 40” list, and he is the author of over ten thousand articles and blog posts and four books on business. Ramon is also the editor and founder of Smart Hustle Magazine and the founder of th...
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