DealQuest Podcast with Corey Kupfer

Co-Founder, Chief Development Officer, and Principal of FTW Investments, Logan Freeman, is uniquely talented in investments while remaining compassionate. Alongside his fellow co-founders, Cory Tuck and Parker Webb, he co-hosts their FTW Investments’ podcast Invest for The Win . Logan is particularly committed to equitable access to affordable housing, collaborating closely with numerous groups to...

There are many impressive things about Matthew Cooper. In addition to being featured in Forbes Magazine, he was named a finalist for “Individual Thought Leader of the Year” for the 2019 WealthManagement.com Wealthies Industry Awards, and he was the winner of “M&A Leader of the Year” for the 2022 WealthManagement.com Wealthies Industry Awards. But, most meaningful to Matthew is the business tha...

A native of Detroit Michigan, Alex Jarbo didn’t grow up wanting to be a short-term rental developer. In his teenage years, Alex developed a deep respect for engineering, especially aerospace engineering. But like most teenage dreams, that took a back seat to the needs of life, wherein he served 4 ½ years in the United States Marine Corps Honor Guard. In his last few months of serving, he realized...

On Wednesday’s episode of the DealQuest Podcast, I discussed attending two RIA M&A conferences, and how I felt inspired to create a special series on the DealQuest Podcast dedicated only to the topic of the different deal models and structures of the top RIA aggregators and integrators. Well, folks, this is the beginning of that series. On Fridays, I will be bringing in leaders of the top RIA...

In the RIA M&A arena, fall is a busy time for conferences. I had the pleasure to attend two such conferences recently, both run by quality investment banking firms competing against one another in the RIA market. Despite each conference being run by competing firms, Echelon Partners and DeVoe & Co, I find it very fascinating the echoing themes between the two conferences.   MINORITY I...

As an expert at selling businesses, John Warrillow has had his fair share of ups and downs in making businesses attractive to potential buyers; however, his goal wasn’t always to sell businesses. In fact, as a child, he wanted to be a host of 60 Minutes , and even suggests that were he not doing what he does now, he would absolutely seek working for 60 Minutes, finding a great thrill in investigat...

When discussing entrepreneurialism and venture capital, sometimes the conversation can be greatly beneficial when it’s opened to beyond just two people. On episode 196 of the DealQuest Podcast, Corey does just that – he’s opened the conversation to include two successful and talented entrepreneurs- Brad Feld and Matt Blumberg. They discuss the many intricate details of entrepreneurialism, venture...

Craig Swanson is an entrepreneur, CEO, business coach, and founder of CreativeLive, a free-to-use, live online global classroom designed to educate entrepreneurs. He also likens himself as a “secret weapon” as a partner for many online businesses, such as KaisaFit- a fitness movement founded by fitness influencer, Kaisa Keranen. Craig’s expertise is focused in helping businesses hit—and succeed be...

Business has many facets, and Corey covers one of the largest parts of business: deal making; however, deal making itself has many facets and forms. The larger your proposed deal becomes, the more intricate the process becomes. Once your business begins to take on international deals, there are very specific things that come up when evaluating the potential deal, and it varies greatly from doing d...

Growing up on a farm in the Midwest of the U.S., Justin Skinner had no intent or idea of becoming a real estate investor or author. In fact, he wanted to be a professional baseball player from the age of two, when his father gave him his first baseball. By the time he reached college, he realized that he wouldn’t be playing baseball after graduation, so he began to seek other avenues and jobs to f...

Over the past 20 years, Wayne Mullins has proven himself a versatile professional. Wayne has worked with clients in over 100 industries, from nonprofit organizations to multi-million -dollar enterprises. He expertises in helping companies market themselves, find deals, and accomplish significant acquisitions. In this episode, he explains how to structure marketing in order to scale your company be...

From his college dorm making direct sales, Jack Gibson began his journey at age 19, where he built a multimillion-dollar venture before he was old enough even to rent a car. After several stock market setbacks, he became passionate about learning everything to do with real estate investing and generating passive income. This is why Jack Gibson is now a go-to person for investment guidance. Gibson...

After finding the deal, structuring it, doing due diligence, and possibly a lot of negotiating with the counterparty, the most awaited part has arrived: closing the business deal. Whether you’re a first-time business owner or already experienced one, there’s always room to learn new approaches for getting deals closed. In this episode, I’m going to discuss some high-level but fundamental things yo...

Marion Wagner is the Business Mindset Coach every entrepreneur needs. In her career, Marion has specialized in helping online entrepreneurs create six-figure game plans without a large following on social media. In the online space, there are a lot of opportunities to improve or create a new business. Marion teaches a combination of psychological and strategic approaches to transform her clients’...

Phil Blows is an expert in financial planning and wealth management. He has been involved in the crypto market for years and spent four years speaking to over 10,000 retail investors about how they manage their money and then designed AQRU - which he is the co-founder and CEO. The AQRU PLC is a business specialized in helping institutional and retail customers, simplifying the crypto buying journe...

Michelle Tucker is the Founder and CEO of Seiler Tucker Incorporated. She holds a M&AMI (Mergers & Acquisitions Master Intermediary) title, as well as the Certified Mergers and Acquisitions Professional (CM&AP) and Certified Senior Business Analyst (CSBA) titles. Michelle also owns many other businesses in several industries. She has sold over a thousand businesses in almost every vert...

Being a good entrepreneur or successful business owner doesn’t exactly mean you’re a dealmaker. If you want to expand your business possibilities, you need to have the right mindset to avoid getting into poor deals. I am fascinated by the concept of getting into the right mindset to make good negotiations. In this solocast, I will explain some principles for you to shift your mindset to build a de...

Maximilian Rast has over ten years of experience raising capital for different companies. He was CMO at YFood Labs GmbH, the 100+ million euro revenue brand with over 100 million euros raised by Jumia South Africa. After years of working as a stakeholder raising capital for other businesses, Max now raised funds for his own company. He is the Co-founder of Klar, a single source of truth for e-comm...

Steven Rothberg is the founder and chief visionary officer of College Recruiter , a leading job search platform for students and recent graduates around the world who want to find career opportunities, such as internships, seasonal work, and part-time jobs. In business since 1996, College Recruiter has helped 5 million candidates. In his career ahead of College Recruiter, Steven has been involved...

Kent Ritter is a full-time real estate investor, a former management consultant, corporate executive, and startup owner. After successfully exiting his first company, Kent turned his focus to real estate. Now, he is the CEO of Hudson Investing- a multifamily investment firm that helps professionals scale and diversify their real estate portfolio with cash-flowing wealth and building assets. He has...

Congratulations on finding a deal!  Now what?  Whether the deal is a company you’re going to acquire, a buyer for your business, a joint venture, a strategic alliance, or licensing, you want to be prepared to make yourself deal-ready; think of it as even being pre-prepared.  In today’s solocast, I discuss some practices to help prepare yourself and your team to get you deal-ready an...

Ryan Goral plays a unique role in the M&A space. He is the founder of G-Spire Group - a company focused on helping entrepreneurs, executives, and small business owners to grow through strategic mergers and acquisitions. He provides fractional corporate development executive services, which means he comes in as an executive fractionally. Ryan’s expertise is centered on adding value to entrepren...

Brenden Kumarasamy is a communications expert. He coaches ambitious executives and entrepreneurs to raise venture capture and become their industry’s top 1% communicators. He also has a popular YouTube channel, the MasterTalk, dedicated to giving access to communication tools to everyone in the world. In this episode, Brendan will talk about how communication should be applied to deals, including...

Mike Reid is a skilled entrepreneur and the ideal person to help entrepreneurs stuck in their business growth. He is the co-founder and CEO of Dent Global, a business accelerator best known for helping six to seven-figure founders establish themselves as the go-to person in their industry. He is also the host of the Dichotomy Podcast, which addresses dichotomies leaders face in business. In his ca...

Maybe you’ve reached a point in your career where you want to grow through deal-driven growth besides your organic growth, you want to buy companies but don’t know where to find them, or maybe you have some ideas of the kinds of deals you want to do but don’t know how to reach them. I can help you. In this solocast episode, I’ll be focusing on how to find the right deals for you.   Go To Inte...