DealQuest Podcast with Corey Kupfer
172 episodes - English - Latest episode: over 2 years ago - ★★★★★ - 32 ratingsWhy 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 about:
Powerful deals that require little capital Mergers, acquisitions, and tuck-insJoint ventures, partnerships, and strategic alliancesLicensing, raising capital and onboarding key employeesNegotiating, structuring, finding, valuing, closing and integrating dealsDon’t be the one at the table who doesn’t grasp the power of Deal-Driven Growth!
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Episodes
Episode 68: Key Decisions During Challenging Times, with Corey Kupfer
May 06, 2020 11:54 - 19 minutes - 17.9 MBIn this week’s episode, I break down the key decisions that we all need to make in these challenging times. The insights I offer on this topic come out of my own experience in dealing with challenging times in the past. For instance, coming through previous recessions, Superstorm Sandy and other events like that. How are you responding to these challenging times? In this week’s podcast, tune in with host Corey Kupfer to learn more about: Leadership Opportunities in Challenging Times The...
Episode 67: Transforming Small Businesses Into Highly Profitable, Great Places to Work, with Sabrina Starling
April 29, 2020 10:40 - 43 minutes - 40.6 MBWhat’s the best way to hire A-player’s who will drive results in your business? Tune in to my interview with Dr. Sabrina Starling to learn more about that, as well as: How to Hire the Best Creating a Sustainable Business Optimizing Success and Focus Your Time Hours vs. Results Hiring in a Down Economy PLUS: Learn about Dr. Sabrina’s 4-Week Vacation, which she challenged me to on the show! Are you interested in being a guest? Please fill out the vetting form and a member of our team w...
Episode 67: Transforming Small Businesses Into Highly Profitable, Great Places to Work
April 29, 2020 10:40 - 43 minutes - 40.6 MBWhat’s the best way to hire A-player’s who will drive results in your business? Tune in to my interview with Dr. Sabrina Starling to learn more about that, as well as: How to Hire the Best Creating a Sustainable Business Optimizing Success and Focus Your Time Hours vs. Results Hiring in a Down Economy PLUS: Learn about Dr. Sabrina’s 4-Week Vacation, which she challenged me to on the show! Are you interested in being a guest? Please fill out the vetting form and a member of our team w...
Episode 66: Shifting Towards Opportunity in Challenging Times, With Fergus Connolly
April 22, 2020 11:04 - 34 minutes - 31.4 MBFergus Connolly joined us on the show to talk about his speciality: High-performance cultures. This interview is a great reminder that the Covid-19 crisis does not have to mean we are destined to flounder or fail; instead, you may find yourself shifting towards opportunity. What You Will Learn About: High-performance culture & leadership Dr. Connolly’s biggest mistakes...and the opportunities that resulted Exercises to help you shift towards opportunity yourself The importance of purpos...
Episode 65: Non-Traditional Tactics for Deal-Driven Growth, with Andrew MacKinnon
April 15, 2020 13:25 - 42 minutes - 39.4 MBAndrew MacKinnon set about developing non-traditional tactics to create participation between brands and their audiences. 18 years on, his agency delivers campaigns for the country's biggest brands: Telstra, TAC, Nike, NAB, General Mills, Mecca, Myer and CUB. What You Will Learn: How guerrilla marketing led to many of Andrew’s early deals The process of adding his brother as a business partner How he has leveraged money to create opportunities in a variety of sectors His start in real-e...
Episode 64: Real Life Client Deal Structuring, with Corey Kupfer
April 13, 2020 10:33 - 21 minutes - 17.2 MBMy 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 this solo episode of Fueling Deals, I share strategies for overcoming the internal obstacles that ...
Episode 63: How to Create a Highly Scalable Virtual Company, with Manuel Pistner
April 01, 2020 08:00 - 54 minutes - 29.9 MB“From Crash to 400% scale in 6 months.” describes the experience of Manuel Pistner best in one sentence. With global virtual teams of freelancers, Manuel Pistner transformed his agency with 43 employees into a global company of over 150 freelancers in 2018. Driven by the enormous shortage of specialists, it was impossible for him to always find and keep the right experts required for complex digital projects. In an increasingly dynamic project environment, a static team could no longer keep ...
Episode 62: Acquisitions and Joint Ventures in the Tech Industry, with Phil Gerbyshak
March 25, 2020 08:00 - 36 minutes - 25.2 MBPhil Gerbyshak knows SALES. He’s a sales speaker, a sales expert, a sales trainer, a sales leader mentor, a sales podcaster and a sales coach. He’s written five books, more than 3,000 articles, and has been quoted in the Wall Street Journal, Daily Globe and Mail, Financial Times, Investor’s Business Daily, Inc. and many other publications, including earning three covers: Speaker Magazine, Marketing Media and Money, and Social Selling Made Easy. Phil is known as a Sales, Leadership and Techno...
Episode 61: The Best of Fueling Deals, Vol. 01: Accelerating Growth, with Corey Kupfer
March 18, 2020 08:00 - 22 minutes - 17.7 MBPhil Buchanan – https://www.linkedin.com/in/jphilbuchanan/ Cannon Financial Institute – https://www.cannonfinancial.com/ Episode 09: Deals in the Age of Information Bruce Eckfeldt – https://www.linkedin.com/in/beckfeldt/ Eckfeldt & Associates – http://www.eckfeldt.com/ Episode 11: Accelerated Growth Through Acqui-Hiring Carl Gould – https://www.linkedin.com/in/carlgould/ 7 Stage Advisors – https://7stageadvisors.com/ Episode 45: Get Creative With Your Exit Strategy Matt Wavro – https://ww...
Episode 60: The Context, Purpose, and Results of a Negotiation, with Corey Kupfer
March 11, 2020 08:00 - 22 minutes - 30.9 MBMy 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 this solo episode of Fueling Deals, I share strategies for overcoming the internal obstacles that ...
Episode 59: From Concept to the Oscars: Overcoming the Barriers to Entry in a New Industry, with Li Hayes
March 04, 2020 09:00 - 50 minutes - 36.7 MBMiddle age can be cruel to women. The aging process is not pretty. But Li Hayes, a mom, an entrepreneur, and a woman of a certain age wasn’t about to let hormones get the best of her. Problems are simply an opportunity waiting to be solved. She researched the market and couldn’t find a solution for hot flashes that was right for busy, working women, so she invented her own, the Cool Me Scarf. Li Hayes knew that she didn’t know much about manufacturing, websites, or retails sales and so she r...
Episode 58: From Surviving to Being Alive, with Sophie McLean
February 26, 2020 09:00 - 46 minutes - 60.5 MBA French citizen born in Algeria, educated in Morocco and France, with a professional career in the USA and UK, Sophie McLean has had an eventful life. She’s been a helicopter pilot, a teacher, a designer, a relief worker, a war refugee, and a CEO. She’s been shot at, shipwrecked, and widowed. She’s lived on a farm, a boat, a penthouse, and an ashram. As a wisdom teacher, Sophie has spent decades leading transformational seminars to over 80,000 people around the world, of all ethnicities, ag...
Episode 57: Inorganic Growth in the Agency World, with Stephen Woessner
February 19, 2020 09:00 - 42 minutes - 58.6 MBSince the advent of the commercial internet, Stephen Woessner has collected tens of thousands of data points that have given him the ability to identify what he calls the 8 Money Draining Mistakes. These are the things that literally cause a website to leak serious money every day. Stephen teaches companies and organizations how to fix them and how to fix them immediately. Stephen also teaches how to apply what he calls the 8 Money Making Opportunities. These are the things that really matt...
Episode 56: Inauthentic Negotiating Techniques and How to Handle Them, with Corey Kupfer
February 12, 2020 09:00 - 27 minutes - 37.9 MBMy 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 this solo episode of Fueling Deals, I share strategies for overcoming the internal obstacles that ...
Episode 55: 30-Years of Deals as a Serial Entrepreneur, with Neil Rosen
February 05, 2020 09:00 - 47 minutes - 86.4 MBNeil Rosen has been an entrepreneur for most of his life. After graduating college he taught elementary school for 10 years prior to starting his first business, a children’s furniture store which he built into a chain of five stores before selling. Next came a public school information business, The School Report, a business started with his wife Roseann that supported the real estate industry by supplying 3rd party public school information realtors could share with potential home buyers. ...
Episode 54: The Hero’s Journey, with Dov Baron
January 29, 2020 09:00 - 45 minutes - 62.1 MBDob Baron: Twice cited as one of Inc. Magazines Top 100 Leadership Speakers to hire, also cited in the Meeting and Event Professionals Guide to The Top 100 Motivational Speakers and Named as one of the Top 30 Global Leadership Gurus. Dov is a man with a finger on the pulse of the evolving world of NextGen leadership. He is a bestselling author of several books. His latest book is Fiercely Loyal; How High Performing Companies Develop and Retain Top Talent. He is the host of the national (US...
Episode 54: The Heroic Journey, with Dov Baron
January 29, 2020 09:00 - 45 minutes - 62.1 MBDov Baron: Twice cited as one of Inc. Magazines Top 100 Leadership Speakers to hire, also cited in the Meeting and Event Professionals Guide to The Top 100 Motivational Speakers and Named as one of the Top 30 Global Leadership Gurus. Dov is a man with a finger on the pulse of the evolving world of NextGen leadership. He is a bestselling author of several books. His latest book is Fiercely Loyal; How High Performing Companies Develop and Retain Top Talent. He is the host of the national (US)...
Episode 53: Publishing Deals and Your Calling, with Rha Goddess
January 22, 2020 09:00 - 57 minutes - 79.3 MBRha Goddess is the entrepreneurial soul coach behind hundreds of breakthrough changemakers, cultural visionaries and social entrepreneurs. From multiple NY Times Bestsellers to multi-million dollar social enterprises, Rha’s unique methodology has empowered a new generation of conscious entrepreneurs to stay true, get paid, and do good. From the onset of her more than 30-year career as a cultural innovator, social impact strategist and creative change agent, Rha has drawn on the power of crea...
Episode 52: The Top 5 Practices of a Great Negotiator, with Corey Kupfer
January 15, 2020 09:00 - 18 minutes - 24.8 MBMy 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 this solo episode of Fueling Deals, I share strategies for overcoming the internal obstacles that ...
Episode 51: A Look Behind the Curtain of the Financial Services Industry, with Mark Tibergien
January 08, 2020 09:00 - 46 minutes - 64 MBMark joined BNY Mellon | Pershing as head of its RIA and Family Office custody unit in 2007 and is the Chief Executive Officer of Advisor Solutions and a member of Pershing’s Executive Committee. Prior to joining Pershing, he was a principal at Moss Adams LLP, where he was partner-in-charge of the Business Consulting Group, and chairman of the Financial Services Industry Group. Since 1973 he has worked on strategy, management development and transition planning with hundreds of independent r...
Episode 50: The Deals That Made Barefoot Wine a Household Name, with Bonnie Harvey and Michael Houlihan
January 01, 2020 09:00 - 57 minutes - 79.3 MBBonnie Harvey and Michael Houlihan are the founders of the worlds largest wine brand, international Keynote Speakers, and New York Times Bestselling authors of The Barefoot Spirit, How Hardship, Hustle, and Heart Built Americas #1 Wine Brand and The Entrepreneurial Culture, 23 Ways to Engage and Empower Your People. From humble beginnings in a laundry room of a rented farmhouse to the boardroom of the world’s largest wine company, E&J Gallo, they learned valuable lessons crucial to any busi...
Episode 49: Completion and Visioning Exercises for the Years’ End, with Corey Kupfer
December 25, 2019 09:00 - 24 minutes - 33.8 MBMy 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 this solo episode of Fueling Deals, I share strategies for overcoming the internal obstacles that ...
Episode 48: Acquisitions and Strategic Alliances in the Design and Construction Industry, with Matt Wavro
December 18, 2019 09:00 - 41 minutes - 57.4 MBMatt Wavro has over 20 years of experience in the construction industry including design, commissioning, materials testing, contracting and special inspections. As Founder and Managing Partner of Skyline Engineering, he provides overall leadership and technical support for the Design, Commissioning, Materials Testing and Special Inspections teams. Matt’s experience includes data centers, office space, higher education, financial services, retail, healthcare, high rise, residential, and tradi...
Episode 47: The Top 6 Reasons Negotiations Fail, with Corey Kupfer
December 11, 2019 17:00 - 27 minutes - 37.5 MBMy 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 this solo episode of Fueling Deals, I share strategies for overcoming the internal obstacles that ...
Episode 46: Financial Strength and Freedom Through Real Estate, with Jeff Holst
December 04, 2019 09:00 - 38 minutes - 53.3 MBJeff is a recovering attorney who spends his time as a real estate investor. Jeff graduated early and with honors from Michigan State College of Law where he was the graduating class speaker. He also holds a M.B.A. At 30 years old, Jeff checked the last item off his personal bucket list by climbing Machu Picchu. He was on top of the world. As he stood looking down at the lost Incan city, he had been living the life of his dreams. He was well-traveled, having previously visited the Pyramids ...
Episode 45: Get Creative With Your Exit Strategy, with Carl Gould
November 27, 2019 09:00 - 43 minutes - 59.6 MBCarl Gould is a worldwide leading authority on business and entrepreneurship. His company, 7 Stage Advisors helps organizations grow to the next level. He is an entrepreneur who built three multi-million dollar businesses by age 40. 7 Stage Advisors has mentored the launch of over five thousand businesses. He has advised over 100 of the Inc. 500/5000 Fastest-Growing Companies. Some of the companies he’s helped are companies like Walgreens, Walmart, American Idol, USA Olympic Track, IBM, McGr...
Episode 44: Clarity, Detachment, and Equilibrium in Negotiations, with Corey Kupfer
November 20, 2019 09:00 - 20 minutes - 27.8 MBMy 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 this solo episode of Fueling Deals, I share strategies for overcoming the internal obstacles that ...
Episode 43: Leverage Your Intellectual Property, with Bill Cates
November 13, 2019 09:00 - 42 minutes - 58.9 MBBill Cates is an internationally recognized client-acquisition expert, author, and speaker who motivates others to take action with proven strategies. A successful entrepreneur, Bill started and sold two book publishing companies. Turning his attention to help other businesses grow, Bill has written four best-selling books: Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals and Radical Relevance. Bill has delivered his business-growth message to over 500,000 professionals, sm...
Episode 42: Strategic Deals in the Lower-Middle Market, with Gary Kane
November 06, 2019 09:00 - 34 minutes - 48.1 MBGary B Kane founded Chimera Strategies in 2011. Prior to founding Chimera Strategies, Gary gained valuable experience in various roles on both Wall Street and on Main Street including equity research, corporate development, business development, M&A advisory, consulting and corporate financial planning and analysis. Gary has a bachelor’s degree in Business Administration, a master’s degree in Finance and is a CFA or Chartered Financial Analyst. He is also a member of the Long Island Busines...
Episode 41: Doing Deals as an Early-Stage Entrepreneur, with Ralph Peterson
October 30, 2019 08:00 - 39 minutes - 54.7 MBUneducated, unskilled, but unwilling to give up, Ralph Peterson quit high school at the age of 16 when he was told he was a hands-on learner and destined for manual labor jobs. After working for more than eight years as a laborer for a construction company, Ralph knew he was capable of more. At the ripe old age of twenty-four, he quit his job and returned to school. He earned a General Education Diploma (GED) and enrolled in Community College with dreams of being a writer. More than twenty ...
Episode 40: Growing as a Dealmaker, with Corey Kupfer
October 23, 2019 08:00 - 23 minutes - 32.8 MBMy 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 this solo episode of Fueling Deals, I share strategies for overcoming the internal obstacles that ...
Episode 39: Corporate Therapy: How to Get Your Team Working Together, with Dr. Rachel Headley
October 16, 2019 08:00 - 30 minutes - 42.6 MBRachel is the CEO of Rose Group International, a company that specializes in problem-solving by providing best-in-class organizational efficiency coaching and training to address challenges around teamwork, productivity, time management, and retention, so leaders can better harness the energy of their people to achieve aspirational and transformative goals. Headley is a Mensa PhD scientist and former Operational Science Officer of the Landsat satellite mission. She is a member of Mensa, a TE...
Episode 38: Evolving With the RIA Industry, with David Selig
October 09, 2019 08:00 - 42 minutes - 58.6 MBDavid has over twenty years of experience in M&A, management consulting and financial services. For his buy-side and sell-side clients, David serves as a champion and advocate as he shepherds them through their complex transactions. Mr. Selig has authored numerous whitepapers on the subjects of mergers & acquisitions, valuation, and succession planning. Mr. Selig is also a regularly featured speaker on mergers, acquisitions, and succession at conferences and industry events. Prior to foundi...
Episode 37: Deal Design: Get Creative With Your Real Estate Strategy, with Gary Wilson
October 02, 2019 08:00 - 44 minutes - 61.6 MBAt age 40, Gary Wilson retired as Corporate Vice-President, Mergers & Acquisitions in National Banking. His history since has been in guiding individuals to wealth and income with real estate. In the first 6 months after earning his real estate license, Gary created 6 figure income working with investors. He has since completed over 100 transactions per year consistently every year without a sales team or assistant, with virtually no marketing costs. Gary has traded over 3,000 Investment pr...
Episode 36: The Echelon Partners Deal & Deal Makers Summit, with Corey Kupfer
September 25, 2019 08:00 - 40 minutes - 56.3 MBMy 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 this solo episode of Fueling Deals, I share strategies for overcoming the internal obstacles that ...
Episode 35: Strategic Partnerships in Wealth Management, with Lisa Rapuano
September 18, 2019 08:00 - 38 minutes - 52.6 MBAs CFO of Facet Wealth, Lisa Rapuano is an advisor focused on bringing holistic financial planning and investment management to the mass affluent market. They provide full planning through a dedicated CFP (TM) Professional to their clients at a low annual subscription price. Prior to Facet, Lisa spent 25 years managing money – first at Legg Mason for Bill Miller and then in her own hedge funds. What You Will Learn: How Lisa Rapuano got her start in the investment management field What Fac...
Episode 34: The Seven Figure Club, with Julia Pimsleur
September 11, 2019 08:00 - 31 minutes - 43.1 MBJulia Pimsleur is Founder & Chief Empowerista at the social venture she founded, Million Dollar Women (MDW). MDW has four main programs – an online business school, Mingle & Mentor events in NYC, an annual Million Dollar Women Summit for women entrepreneurs and scholarships for women of color entrepreneurs, who face even greater obstacles in scaling up. See www.millionwomen.us. Prior to Million Dollar Women, Pimsleur was the Founder/CEO of Little Pim, the leading language teaching system ...
Episode 33: Entrepreneurial Freedom and Community Building, with Niles Heron
September 04, 2019 08:00 - 58 minutes - 80.7 MBNiles Heron is the Co-Founder and Chief Strategy Officer at Popdog, a technology and services company focused on fixing core problems in the esports and live streaming industry. He firmly believes that entrepreneurship is about building good systems (solving problems at scale). Niles left esports in late 2007, and worked for the better part of 10 years across corporate, creative, and entrepreneurial settings helping design and implement systems to drive growth, productivity, and value. This ...
Episode 32: Addressing Your Internal Body of Work to Become a Dealmaker, with Corey Kupfer
August 28, 2019 08:00 - 18 minutes - 25.2 MBMy 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 this solo episode of Fueling Deals, I share strategies for overcoming the internal obstacles that ...
Episode 31: Capitalizing on Your Circumstances to Become a Successful Negotiator, with Cindy Watson
August 21, 2019 08:00 - 39 minutes - 53.8 MBCindy Watson is a highly sought after international speaker, author, and coach known for her passion, commitment, and ability to inspire. She is the founder of Women On Purpose and also the founder and managing partner of Watson Labour Lawyers In Toronto, Canada. Cindy has a proven track record of empowering and advocating for women as well as enlightening corporate environments on how to best address gender issues. As a coach, she empowers women to unleash and leverage their feminine power...
Episode 30: No Margin, No Mission: Business-Minded, Nonprofit Leadership, with Dennis Miller
August 14, 2019 08:00 - 33 minutes - 46.4 MBThe Founder and President of The Nonprofit Search Group and the Board and Leadership Institute, Dennis Miller, is a nationally recognized leadership coach and executive search consultant with more than 35 years of experience working with nonprofit board leadership and chief executives. Dennis is also an expert in board governance, leadership development, philanthropy and succession planning. In addition, he is a sought-after motivational speaker, retreat facilitator and nonprofit leadership ...
Episode 29: Launching and Funding Startups, with Peter Dolch
August 07, 2019 08:00 - 40 minutes - 55.2 MBAfter graduating from M.I.T. with a Bachelor of Science in Management Science, Peter Dolch went on to pursue an impressive resume of business endeavors. With more than 25 years of experience in launching and managing technology-based start-ups, he left a mark on NYC before moving north to the suburbs. Peter is an active contributor to the community and the President and co-Founder of Thaumaturgix, Inc. (Tgix) which was twice ranked in the Inc. 500 Fastest Growing Private Companies list. Pete...
Episode 28: Opportunities for Deals During the Good Times, with Corey Kupfer
July 31, 2019 08:00 - 17 minutes - 23.7 MBMy 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 this solo episode of Fueling Deals, I share strategies for preparing for a recession whenever it m...
Episode 27: The Changing Face of Wealth Management, with Dan Seivert
July 24, 2019 08:00 - 42 minutes - 58.8 MBDan 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. Dan specializes in mergers and acquisitions, corporate governance, raising capital, valuation,...
Episode 26: Finding Little-Known Funding Sources for Your Business, with Kedma Ough
July 17, 2019 16:00 - 39 minutes - 54.6 MBKedma 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 entrepreneur and small business funding expert who believes in breaking down barriers and leveling the pla...
Episode 25: Being a Dominant Force in Your Industry, with Damon Gersh
July 10, 2019 08:00 - 53 minutes - 73.1 MBDamon 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 Gathering of Titans annual entrepreneurial conclave, and the co-founder and Past President of Restoration A...
Episode 24: Opportunities for Deals During a Recession, with Corey Kupfer
July 03, 2019 08:00 - 17 minutes - 23.6 MBMy 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 this solo episode of Fueling Deals, I share strategies for preparing for a recession whenever it m...
Episode 23: Exiting Your Business the Right Way, with Mike Finger
June 26, 2019 08:00 - 37 minutes - 52.1 MBMike 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 why nobody was interested in his business, and now he and his firm help other business owners a...
Episode 22: Focusing on Positive Outcomes for Everyone, with Chris Wilkerson
June 19, 2019 08:00 - 33 minutes - 46.4 MBChris 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 founder of the Reverse Mentoring Program for the Wharton Executive Education Program. Chris is ...
Episode 21: The Art of Negotiation and Reading Body Language, with Greg Williams
June 12, 2019 08:00 - 37 minutes - 51.8 MBGreg 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 coach and mentor. Greg is also a highly sought-after trainer who has presented negotiation tra...