DealQuest Podcast with Corey Kupfer

Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. If you want to find out how deal-ready you are, take...

Gabriel (Gabe) Galvez is a career entrepreneur turned private equity investor. Starting his entrepreneurial journey at a young age, Gabe achieved a successful exit from his first company at the age of 23. He subsequently built a fruitful career in consulting and banking before launching multiple companies catering to the private equity and investment banking sectors. Currently, Gabe is the founder...

In recent years, there has been a growing debate over the use and legality of non-compete agreements or clauses. I’d like to take a moment with you to discuss non-compete agreements and this ever-increasing debate.   THE DIFFERENCE IN CLAUSES There are a handful of clauses or agreements that owners put into place for employees exiting their company. Those include:   A non-compete clause...

Jeff Wald is a serial entrepreneur, author, speaker, investor, and board member. He co-founded Work Market, which was acquired by ADP in 2018, and founded Spinback, which was purchased by Salesforce.com. He has served on various boards and is an adviser to companies and organizations, including the X-Prize’s Rapid Reskilling Initiative. He is the author of the Amazon best-seller, The End of Jobs:...

Founder of WealthForLife.net, Denver Nowicz, is a seasoned fiduciary with over 20 years of experience in the financial industry. As a fiduciary, Denver is committed to always acting in the best interests of his clients and never being confined to one specific strategy.   Denver excels in collaborating with highly compensated clients to design and implement strategies aimed at scaling their we...

Bruce Marks, an expert in mergers and acquisitions lending, is a well-respected figure in the industry with over 35 years of experience in SBA lending. He specializes in deals with enterprise values between $3 - $8 million, and also has closed over 1,200 SBA deals as of the airing of this episode. Based at First Bank of the Lake, a community bank in Osage Beach, Missouri, Bruce has made his mark a...

Claire O'Keefe has an impressive resume in the wealth management industry. As Partner and the Head of Partner Development in Cerity Partners’ Chicago office, she also serves as member of the company’s Executive Committee. Prior to her roles at Cerity Partners, Claire has held leadership positions at two wealth management firms, where she was responsible for: Strategic planning Client Development A...

In the wealth management industry, deals have been reaching record-breaking levels in recent years; however, a recent DeVoe report showed a significant drop in deals in October 2022, which raised concerns among industry professionals. Despite this report, I personally did not observe any impact on deals at the time. Valuations were still holding strong, and deal structures were simply adjusting by...

Stan Gregor, CEO of Summit Financial, is a seasoned business leader with over 30 years of experience in various industries such as banking, wealth management, insurance, and investment banking. Throughout his career, Stan has been involved in the acquisition and integration of large and complex businesses in these industries, and has a history of improving their performance, profitability and retu...

homas Samuelson, founder of BRON Investor Network , is a seasoned professional in the finance and capital markets industry with over 30 years of experience. Thomas has an impressive background in finance and capital markets, with experience in asset management and investment banking, and is known as an expert in developing market economies, having traveled extensively throughout Asia, Latin Americ...

Jennifer Smith Broeckling is a finance expert and relational extrovert, making her an ideal advisor for owners and acquirers of middle market enterprises. She values collaboration over command, believing that success in business can be achieved while being kind to others. Jennifer has experience in banking mergers and acquisitions which led her to start a consulting firm with Murphy Business Sales...

Marty Bicknell is the CEO and President of Mariner Wealth Advisors. As CEO and President, he drives the strategic direction for the firm, coming up with innovative solutions to help meet the needs of Mariner’s clients. Marty has extensive personal and professional experience with closely held family businesses, and their unique complexities. As a result, he is a recognized leader in wealth managem...

Women in the business world face unique challenges, especially when it comes to negotiating their worth. From unequal pay to lack of representation in leadership positions, women often struggle to reach their full potential within the workplace. This is why understanding the gender differences in negotiation propensity, execution and results is so important for women regardless of their career. &n...

RIA M&A deals make up 91% of all deals currently being made in the space. While it’s a wonderful time for the space due to more aggregators and integrators, more funding, and more private equity, there’s also room for a lot more confusion.     This week’s guest on the DealQuest Podcast RIA Series is Jim Dickson of Sanctuary Wealth. As an “entrepreneur at his core”, Jim joins me...

I’ve frequently talked about various alliances in businesses, but today let’s specifically discuss business partnerships. At its core, choosing a business partnership is a deal, and so for many, choosing a business partner is their first deal. If you’re going into a business partnership, it’s just like any other deal, and requires the same consideration and respect. A BREAKDOWN OF BUSINESS PARTNER...

DealQuest Community, this week I bring you another triple discussion. This week I have Brian Scanlon and Joe Zanca, Managing Partners of Dealgen Partners. DealGen Partners is a Deal Orientation company sourcing deals for Private Equity Funds, and Strategic Acquirers. Currently, Dealgen Partners manages $2.7B in buy-side mandates. THE “PARTNERS” IN DEALGEN PARTNERS Neither Brian nor Joe had any ide...

In 2019, Pierre-Alexandre Heurtebize launched one of the first financial due diligence practices, HoriZen Capital, which is 100% dedicated to SaaS businesses, and launched the first online course on how to conduct financial due diligence. As an ESSEC MBA alumni and PwC Transaction Services alumni, Pierre has accumulated nearly 10 years of financial due diligence experience, which includes 3 years...

Bob Oros is Chairman and CEO of Hightower Advisors, a national wealth management firm focusing on empowered investing for independent-minded financial advisory businesses to drive growth and help clients achieve what they call “Well-th Rebalanced.” With more than 25 years of experience, Bob spent the bulk of his RIA career at the large custodians, such as Schwab and Fidelity, recruiting, retaining...

Entrepreneur, podcast host of Note Closers Podcast, and President of WeCloseNotes.com, Scott Carson, is an expert in real estate investing, raising capital, and marketing. He has a heavy focus in guesting on podcasts, speaking at industry conventions, and helping thousands of investors and entrepreneurs each year create wealth through his debt-buying classes, podcasting, and coaching. In 2022, he...

Musician, Lawyer, and President of one of the nation’s premier RIA firms, David Canter, is focused on positioning Bluespring Wealth Partners as one of the premiere acquirers in the industry. He is very hands-on with operations, including overseeing day-to-day operations and identifying new areas of opportunity and growth. David has worked himself up the ladder in the space, previously serving as E...

There are undoubtedly many uncertainties and changes happening in the economy right now. Many businesspeople are feeling those uncertainties currently due to the  stock market correction, increasing interest rates, inflation, world events and more. I want to talk about those changes with you in this solocast of the DealQuest Podcast, and determine whether they should impact your deal-making,...

Pat McClain, Senior Partner and Co-Founder of Allworth Financial is much more than his company. He is distinguished in the RIA industry, co-hosting for more than two decades Allworth Financial’s Money Matters, one of the nation’s longest-running financial topic radio shows and podcasts. He has also served as a keynote speaker for a multitude of financial conferences around the nation. Pat was name...

Having more than 25 years of experience, Procyon Partners’ Co-Founder, Phil Fiore, has extensive experience and expertise in the investment advisory space. In addition to being a co-founder of Procyon in 2017, Phil formerly held the positions of Senior Vice President of Wealth Management at UBS, Senior Institutional Consultant, Senior Retirement Plan Consultant, and member of the Institutional Con...