Podcast appearances and mentions of corey kupfer

If you think Shark Tank shows you how real investment deals work, it's time to look deeper. After 35+ years of structuring actual deals, I have some thoughts. Don't get me wrong. Shark Tank has done incredible things for entrepreneurship awareness. It's entertaining. It introduces people to concepts like customer acquisition costs and business valuations. But as someone who negotiates real deals, the show misses so much of what actually happens. Mark Cuban's "shot clock" negotiations? Not how real investors operate. The focus on simple equity percentages? Real deals involve preferred shares, liquidation preferences, board seats, anti-dilution rights. Those dramatic handshake commitments? Studies show 30-40% of Shark Tank "deals" never actually close. And we rarely hear follow-up on companies that struggle or fail. Compare this to The Pitch podcast, which features real investors evaluating real companies with full follow-up on what happens after the cameras stop rolling. We'll dive deep into this (and so much more) in this episode of the DealQuest Podcast! What Shark Tank gets right about deal basics The crucial deal terms that never get discussed on TV Why most "Shark Tank deals" don't actually close How The Pitch provides authentic deal education And much more So if you're an entrepreneur considering investment or anyone fascinated by how deals really work, you'll want to hit play on this one.• • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/sharktank• • •FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

If your definition of success still sounds like someone else's dream… It's time to rewrite it ⁠I was deeply moved by this conversation with the incredible Rha Goddess. - CEO of Move The Crowd, the author of The Calling, and a cultural innovator who has helped hundreds of changemakers stay true to themselves while making bank.⁠ In this episode, she breaks down how to negotiate deals with soul, reclaim your worth in high-stakes rooms, and redefine success on your own terms.⁠We talked about ambition, but not the hustle-till-you-drop kind.⁠ ⁠We talked about impact, but not the performative kind.⁠ ⁠And we talked about power, the kind that comes from knowing who you really are.⁠ ⁠I've never looked at ambition the same way since.⁠ ⁠What comes up for you in this conversation? I'd love to hear your thoughts in the comments below. ⁠So if you're building a business, legacy, or life that actually feels good...⁠You'll want to hit play on this one.⁠ • • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/rhagoddess• • • FOR MORE ON RHA GODDESShttps://www.movethecrowd.me/https://www.linkedin.com/in/rhagoddesshttps://www.facebook.com/RhaGoddess/https://bit.ly/IntentionalAmbitionBookFOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Feeling stuck inside someone else's definition of success?If you're a financial advisor dreaming about building a business on your terms, this is for you.Because here's the thing…The RIA model is one of the most powerful paths to real independence in the wealth management space.And this DealQuest episode, we're talking with Chuck Failla—founder of Sovereign Financial Group and a fierce advocate for advisor freedom.He's breaking down:- Why so many advisors are finally making the leap- What to know before going independent- How to navigate the challenges that come with freedom (yes, they exist)- And why values-based leadership is the future of wealth managementAnd much more • • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/chuckfailla• • • FOR MORE ON CHUCK FAILLAhttps://www.linkedin.com/in/charlesfailla/https://twitter.com/SF_Group_Inchttp://www.goria.com/FOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Why REPORTERS might know more than the CEOs they cover… ⁠Couldn't agree more with the insights dropped by Diana Britton and Ian Wenik on this episode of DealQuest.⁠ ⁠ In case you don't already know Diana & Ian…⁠ Ian is the Editor at Citywire RIA and host of This Week in Wealth⁠ Diana is the Managing Editor at WealthManagement.com and host of The Healthy Advisor Podcast⁠ Together, they've interviewed just about everyone in the RIA space (yours truly included)⁠ ⁠ They've spent years behind the mic asking the big questions...⁠ ⁠ So this time, I flipped the script—⁠ ⁠ And I asked them what's really going on in wealth management.⁠ ⁠ Here's what we dug into:⁠- The truth about RIA M&A and what's happening behind the scenes- The rising risks of private equity and over-leveraging⁠- How politics and tax policy are shifting deal timing- The massive talent and succession gaps too many firms are ignoring⁠And much more ⁠If you want the unfiltered take on where this industry is headed…⁠ • • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/dianaandian• • • FOR MORE ON DIANA BRITTONWealthManagement.com FOR MORE ON IAN WENIKCitywire RIAFOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ • • •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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

For YEARS, business owners have been told to wait for the right time to make deals, especially when the economy feels uncertain.⁠ ⁠ But… that strategy could be killing your momentum. ⁠ In this solocast episode of the DealQuest Podcast, I'll break down…⁠- Why fear-based decisions kill more deals than a downturn ever could- How to shift your mindset from reactive to strategic- What smart deal structures look like in a changing market- How to stay confident (even when the headlines say panic) And much more… ⁠• • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/keepclosing• • •FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today! If you've been hesitating to make a move or second-guessing your next step…⁠ You need to hear this.⁠

What you think selling a startup looks like vs. what it actually looks likeHere's what most founders assume about startup acquisitions…⁠ ⁠You need to raise millions in VC funding first⁠Only “unicorns” get acquired⁠It's a long, complicated process with lawyers and bankers⁠You need to scale like crazy before you sell⁠Only big-name founders get exits⁠ ⁠ NOPE.⁠ ⁠You can build a lean, profitable business and sell it without a huge team, a pile of funding, or a decade of hustle.⁠ ⁠And Andrew Gazdecki is living proof.⁠ ⁠He's the founder of Acquire—a platform simplifying startup acquisitions—and he's breaking down exactly how it's done in the this episode of the DealQuest Podcast Why selling might be smarter than scaling The real reason your startup isn't selling The sneaky risks of building on platforms you don't own And why white labeling exploded his growth without big funding⁠ ⁠ Whether you're a startup founder, solo SaaS builder, or just acquisition-curious… this one's gold.⁠ • • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/andrewgazdecki• • • FOR MORE ON ANDREW GAZDECKIhttps://www.acquire.comhttps://www.linkedin.com/in/agazdecki/https://x.com/agazdecki/highlightsFOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Is your business really built to scale?Most entrepreneurs dream of growing fast… but here's the truth: speed alone won't get you to sustainable success.This insight from business growth expert Robert Levin says it all…Scaling isn't just about getting bigger—it's about getting better, stronger, and more profitable in the long run.And more and more entrepreneurs are learning this the HARD way after chasing growth at all costs…These failures are due to poor scaling decisions…Expanding too quickly. Hiring too fast. Investing in the wrong areas.And guess what?The businesses that took a strategic, execution-focused approach lasted 3x longer.Robert said it best…“Sustainable success isn't about ideas—it's about executing the right ones at the right time.” So how do you make sure you're scaling the right way?We'll dive deep into this (and so much more) in this episode of the DealQuest Podcast! The BIGGEST scaling mistakes (and how to avoid them) How to grow without overextending your team, resources, or cash flow The #1 growth strategy that keeps businesses thriving for the long haul And much moreIf you're serious about scaling sustainably and profitably… • • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/robertlevin• • • FOR MORE ON ROBERT LEVINRobert Levin's LinkedInCIS Ventures, LLCFOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Want to make your business irresistible to buyers? Let's talk MARKETING in M&A… Too often, businesses focus only on financials when preparing for an acquisition—But buyers don't just pay for numbers. They pay for BRAND, POSITIONING, and GROWTH POTENTIAL.If you're ignoring marketing due diligence in M&A, you're leaving money on the table.A strong marketing strategy = higher valuations, smoother transitions, and long-term success post-acquisition.So, ask yourself… Is your marketing engine driving real, measurable growth? Are you positioning your brand to attract strategic buyers? If not, it's time to rethink your approach.I sat down with Angelo Ponzi on the DealQuest Podcast to break down the role of marketing in M&A—why it matters, how to get it right, and what buyers actually look for.Even if you're not selling anytime soon, these insights will help you build a business that thrives. • • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/angeloponzi• • •FOR MORE ON ANGELO PONZI:https://www.craftmarketingandbranding.com/FOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

In This Episode What makes some dealmakers stand out while others struggle to close? According to Corey Kupfer, the difference is often systems—both internal and external. In this conversation, Corey unpacks his process-driven approach to negotiating deals. He explains how systems such as due diligence templates, internal training guides, and centralized data rooms not only streamline transactions but also add enterprise value and buyer confidence. Beyond the tangible tools, Corey emphasizes mindset systems. His framework of Clarity, Detachment, and Equilibrium helps negotiators operate from a place of strength and authenticity rather than ego or fear. Whether you're preparing to sell, acquire, or simply lead with more confidence, this episode delivers essential takeaways on systemizing deal success.

Thinking about selling your business? You need strong G2 & G3 leadership in place first.Tune into my solocast episode to see why it's a game-changer for valuation, deal structure, and a smooth exit.If you're an investor or business owner planning for the future, pay close attention…Because leadership gaps can kill a deal before it even starts.A strong leadership pipeline ensures: Higher business valuation More attractive deal structures Seamless mergers & acquisitions A legacy that outlasts you Most founders wait too long to set this up—don't be one of them.Want the full breakdown? • • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/G2matters• • •FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

"YOU DON'T HAVE TO CHOOSE BETWEEN YOUR CAREER AND REAL ESTATE INVESTING."Many people believe you can't successfully invest in real estate while maintaining another career or business.THINK AGAIN.Joel Miller has been investing in rental properties since 1978 and has flipped over 100 houses since 1991 – all while maintaining a 35-year career as a professional mobile DJ with 5,051 appearances.And guess what? His first property from 1978? He STILL owns it 47 years later, and it's a "cash cow" with three units and three garages."It's harder to find the deal than it is to find the money. If you can find a deal that makes sense, you will find some way to get the money," says Joel.We'll dive deep into this (and so much more) in this episode of the DealQuest Podcast!- Learn how to balance a full-time career with real estate investing - Discover the truth about hard money lending from someone who's both borrowed and lent - Understand the mindset shifts needed for successful property investingIf you've ever thought about adding real estate to your investment portfolio while keeping your primary career, this episode is a must-listen. • • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/joelmiller• • •FOR MORE ON JOEL MILLER:https://www.linkedin.com/in/joel-miller-42981811/https://joelmillerbooks.com/FOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Mergers are exciting… until the real work begins. I had an incredible conversation with Jonathan Gardner on this podcast episode. This is something we don't talk about enough…(We spend so much time focusing on closing the deal)…But we're not REALLY talking about what happens after—the post-merger integration that can make or break the entire deal.When you… Align teams and company cultures seamlessly… Avoid the costly integration mistakes most businesses make… Ensure a smooth transition for customers, employees, and operations… And actually unlock the full value of your deal… That's when a merger becomes a real success story.Otherwise? You're leaving millions on the table.Don't make that mistake. Tune in to this game-changing episode now. • • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/jonathangardner• • •FOR MORE ON JONATHAN GARDNER:http://www.linkedin.com/in/j-gardner-buy-and-sell-with-confidencehttp://www.jgardnergroup.comFOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Had an incredible conversation with Devan Gonzalez about scaling a fitness business the right way—without burning out or sacrificing quality. We broke down how he went from corporate trainer to thriving gym owner, built a game-changing franchise model, and turned sales into service (no sleazy tactics here). We covered so much in this episode, including:- How Devan went from corporate trainer to thriving gym owner- The business model shift that benefits everyone—clients, trainers, & the gym- Why selling isn't about pushing—it's about solving problems- The key to strong business partnerships (hint: clear boundaries)- His unique approach to franchising smart, not fast—and why most people get it wrongAnd much more!If you're a fitness entrepreneur—or dreaming of turning your passion into a real business—this episode is packed with gold.Tune in to this episode to hear Devan Gonzalez share his insights on building a sustainable business model, empowering franchisees, and creating long-term success in the fitness industry.• • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/devangonzalez• • •FOR MORE ON DEVAN GONZALEZhttps://www.linkedin.com/in/devangonzalez/https://www.tiktok.com/@devan.gonzalezhttps://www.youtube.com/@devan.gonzalezhttps://www.strive11fitness.com/franchiseFOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Sovereign wealth funds are changing the M&A game! Keep reading to find out how Everyone is talking about private equity in mergers and acquisitions... but they're overlooking a major player.Sovereign wealth funds are making big moves in the investment advisory space.And they're reshaping valuations, deal structures, and long-term exits in ways that most advisors aren't prepared for.If you're in M&A, you need to know what's happening Sovereign wealth funds now control over $11 trillion in assets globally They're deploying record-breaking capital into private markets and advisory firms Their long-term investment strategies are reshaping valuation models Traditional M&A players must rethink their approach to stay competitive And much more...Sovereign wealth funds are strategic, long-term players, and their influence on the M&A landscape is only growing.If you're an advisor, investor, or entrepreneur navigating M&A... this is a trend you can't afford to ignore. • • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/SovereignWealthFunds • • •FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Hold on to your coffee cups, folks —we're diving deep into the world of private capital, emerging markets, and coffee investments today!⁠In this episode of the DealQuest Podcast, I'm chatting with Cole Shephard, founder of Green Coffee Company, about how he turned Colombian agriculture into a business powerhouse. This episode is a game-changer for anyone interested in real estate, coffee, or emerging markets. Here's the deal—Cole's journey from corporate finance to entrepreneurship is packed with invaluable insights you NEED to hear.⁠Whether you're an investor, entrepreneur, or coffee lover, you're going to get the inside scoop on: How to navigate cultural differences in international business Turning market inefficiencies into BIG opportunities Building local partnerships to thrive in new markets And much moreWant the full story?⁠• • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/coleshephard• • • FOR MORE ON COLE SHEPHARDhttps://www.linkedin.com/in/cole-shephard-67b1a51a/https://www.juanvaldezcafestore.com/ FOR MORE ON COREY KUPFER https://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ • • • 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Want to unlock the real secrets of building a successful franchise? Then you NEED to hear this conversation with franchise expert Greg Mohr! In this episode, Greg breaks down the biggest mistakes new franchise owners make and what it actually takes to create a business that works for you—not the other way around. Greg has helped countless entrepreneurs break free from the 9-5 and find the perfect franchise fit for their goals, lifestyle, and financial freedom. If franchising has ever crossed your mind, this is a must-listen!Ready to make franchising work for you?• • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/gregmohr• • •FOR MORE ON GREG MOHR:https://www.linkedin.com/in/gregorykmohr/https://www.facebook.com/FranchiseMaven/https://instagram.com/franchisemavenhttps://www.franchisemaven.com/ FOR MORE ON COREY KUPFER https://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ • • • 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Want to learn the secrets to a lucrative business exit?! Then you NEED to check out this episode with business transition expert John Martinka!John has been helping entrepreneurs buy, sell, and scale businesses for over 25 years…In this episode, he's revealing the key strategies that make the difference between a profitable business sale and a missed opportunity.BTW… these are real-world tactics that ANY business owner can apply to maximize their company's value before an exit.If you've ever wondered how to strategically prepare your business for sale, you do NOT want to miss this conversation.John is the go-to expert in the world of buy-sell transactions—and in this episode, he's breaking it all down for you. • • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/johnmartinka• • •FOR MORE ON JOHN MARTINKA https://www.linkedin.com/in/johnmartinka/http://www.nokomisadvisory.com/https://www.amazon.com/Company-Growth-Acquisition-Makes-Dollars/dp/1975710622/ref=sr_1_3?keywords=John+martinka&pldnSite=1&qid=1655249073&sr=8-3 FOR MORE ON COREY KUPFER https://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ • • • 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Are you missing important growth opportunities? Discover how overlooked opportunities can help solve your business challenges! No matter your challenges, today's guest says, “There is a deal for that!” Join Dr. Sabrina Starling and Corey Kupfer for insights into solving hiring challenges through deal-making. You'll learn how a deal-maker's mindset will solve your business challenges, best tips for talent acquisition, and how to grab Corey's Secrets of Deal-Driven Growth e-workbook for almost nothing. Corey Kupfer is an expert strategist, negotiator, and deal-maker with more than 35 years of professional deal-making and negotiating experience as a successful entrepreneur, attorney, consultant, author, and professional speaker. He is the founder and principal of Kupfer and Associates, a leading corporate and deal law firm; he's also the founder and CEO of DealQuest, a speaking, training, and consulting company. In addition, Corey is the author of the Amazon bestselling book, Authentic Negotiating: Clarity, Detachment, & Equilibrium: The Three Keys To True Negotiating Success And How To Achieve Them. Corey is the creator and host of the top 1% ranked podcast, DealQuest. Most recently, he has released the Secrets of Deal-Driven Growth e-workbook. Profit by Design is a Tap the Potential Production.Show Highlights:Corey's story of learning to appreciate deal-making for growth as an entrepreneurThe Deal-Maker's mindset vs. the Entrepreneurial mindsetIn hiring, the “off-market” deal is always the best. (Where to find your next A-player)Thoughts on solid moves in acquisitions and keeping A-playersOur Great Place to Work spotlight gives credibility to your business in the acquisition of another business with A-players.Learn more about Corey's DealQuest podcast.An overview of Corey's Secrets of Deal-Driven Growth e-workbook and how it's structured to be user-friendly and helpful (Pssst—It's a dollar; buy it!)Learn more about Corey's book, Authentic NegotiatingResources:Don't wait! Download your Strategic Planning Guide and 2025 Tap the Potential Strategic Planner today!Want to know the best attracting and recruiting strategies for small businesses? We can help! Learn more about our How to Hire the Best course.Retain, grow, and deeply engage your A-players with the Dream Manager Program! The best way to create buy-in from your team members for your vision is to identify how your vision supports them in achieving their dreams. Enroll today!Become an employer of choice to attract the A-players you want on your team! We are...

If you're trying to predict where the M&A market is headed in 2025… you need to hear this.The economy, the election, the shifting deal landscape—there's a LOT to unpack. And in this episode, we're breaking it all down.What's happening in the market right nowWhere deal opportunities are (and where they're drying up)The biggest risks and how to navigate them• • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/2025MAMarket • • •FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Are YOU the bottleneck in your business? In this episode of the DealQuest Podcast, I'm joined by Pete Mohr, certified exit planning coach, to share actionable strategies to reclaim your time, build a self-sustaining business, and exit with confidence.⁠You'll get the lowdown on:- Creating a business that works for you- How to plan your exit strategy early-The secret to building a brand and team that thrives without you⁠If you're tired of feeling like your business can't run without you (because, let's be real, that's exhausting), this episode is a must-listen.And find out how to create a business that works for you, not because of you. • • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/petemohr• • •FOR MORE ON PETE MOHRhttps://www.linkedin.com/in/petemohrhttps://twitter.com/SimplifyingEhttps://www.facebook.com/SimplifyingEntrepreneurshiphttps://pete-mohr.com/https://simplifyingentrepreneurship.com/laws/FOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ • • • 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

When it comes to business growth, it's not about chasing every opportunity or following the latest shiny object.Here's the thing:You need to focus on what actually works.So stop overcomplicating it.What really moves the needle? Building systems that help you scale and finding the right strategies that actually make sense for YOU.In this episode of the DealQuest Podcast, I sat down with Cliff Nonnenmacher, a serial entrepreneur and franchise mastermind, who's built and scaled successful businesses from the ground up.Cliff shares his real-world insights on what it takes to spot opportunities, negotiate smart deals, and thrive in the franchising world, whether you're just starting or looking to take your venture to the next level.• • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/cliffnonnenmacher• • •FOR MORE ON CLIFF NONNENMACHERhttp://x.com/franocityhttp://www.facebook.com/franocityhttp://www.linkedin.com/in/cliffnonnenmacherhttp://franocity.com/FOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ • • • 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

If this is the year YOU plan to scale your business while unlocking the freedom you've always dreamed of…Then this podcast episode is for you!Richard Manders, an accomplished entrepreneur and seasoned business coach, joins me to discuss: How to prepare your business for inevitable challenges (even when things are going great)... The secret to choosing a capital partner who adds real value beyond just funding… Why aligning leadership roles with your strengths can supercharge growth... And how creating a clear vision for life after an exit sets you up for long-term happiness. And much more!Richard has worked with dozens of CEOs, helping them unlock growth while staying aligned with their personal values and goals. His expertise bridges the gap between business success and a life of true fulfillment.Ready to scale smarter and live better? • • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/richardmanders• • •FOR MORE ON RICHARD MANDERS:https://www.linkedin.com/in/richard-manders-3879846/https://freescalecoaching.com/FOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ • • • 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Business owners everywhere are chasing the quick wins — faster content, bigger audiences, more sales. But here's the thing: Authenticity is the real game changer If you're in business, you know how easy it is to fall into the trap of sales pitches and automation. But listeners, clients, and followers? They're craving something different. They want connection. They want value. They want YOU.In this episode of the DealQuest Podcast, I'm sharing why I've stayed true to providing real value — no ads, no gimmicks, just authentic insights into building your business and growing your authority.In this episode, I discuss: The power of curating content to save time and effort How authority marketing leads to long-term business success Building genuine relationships as you scale And much more! Want to hear why authentic marketing is your best bet for true growth? Tune in and learn how to foster relationships, boost credibility, and keep it REAL in your content creation.• • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/thetruevalueofthedealquestpodcast • • •FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Want to build generational wealth but don't know where to start?Hint: It's sitting in your wallet.Credit isn't just for emergencies or big-ticket purchases—it's a tool that can unlock funding for your dreams, fuel your business growth, and secure a financial legacy.But if you've been stuck thinking credit is a limitation, it's time to flip the script.On this DealQuest Podcast, Herman Dolce breaks down: How to leverage credit for financial independence Steps to start building generational wealth Real strategies you can use TODAY • • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/hermandolce• • •FOR MORE ON HERMAN DOLCEhttp://www.instagram.com/haitian_ceohttps://www.linkedin.com/in/herman-dolce/https://www.facebook.com/herman.dolcehttps://www.bellasloanllc.com/https://www.bellasloanacademy.com/: They meet every single Wednesday night at 7:00 p.m. Eastern Standard Time see each primarily credit, business funding, and business acumenFOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ • • • 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Learn all about how ESOPs can help you sell your business to employees while preserving company culture and maximizing tax benefits.This episode of the DealQuest Podcast with Kelly Finnell is packed with insights! Wondering how to plan for your business exit? Or how an ESOP could provide a smooth transition while rewarding your team?Tune in to hear Kelly break it all down, plus real-world examples of how ESOPs have transformed businesses.Ready to listen?• • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/kellyfinnell• • • FOR MORE ON KELLY FINNELLhttps://www.linkedin.com/in/esopcoach/http://www.execfin.com/https://execfin.com/esop-introduction/FOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

What does resilient leadership look like in business? If you're ready to scale your business to new heights, there's one lesson you can't ignore: resilience.Sejal Lakhani-Bhatt, CEO of TechWerxe has gone from global banking floors to leading her IT company to $10M in revenue. And she's sharing her secrets on how to overcome loss, lead with vision, and scale sustainably.This episode is packed with gold for anyone aiming to grow their business, no matter the obstacles • • • FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/sejallakhanibhatt• • •FOR MORE ON SEJAL LAKHANI-BHATT:https://www.linkedin.com/in/sejallakhanibhatt/https://www.linkedin.com/company/techwerxe/FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ • • • 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. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

The holiday season provides an opportunity for introspection. It is a time to evaluate the choices we have made and to envision a brighter future. We must question our motivations and ensure that our deals are not driven solely by external forces or societal expectations. Instead, they should be in harmony with our authentic selves and the lives we genuinely want to create. Building a business or making investments should not be solely for the sake of growth or validation. It should be a means to craft the life we desire. I recall a theme from my EO forum years ago that focused on the "ideal life now." It's a powerful concept that reminds us to seize the present moment and make the most of it. Tomorrow is uncertain, and we owe it to ourselves to live our ideal lives today. As we reflect on the past year and prepare for the new one, let us consider how we can have more of our ideal lives now. Deals can play a significant role in this pursuit. They can be the catalysts for growth, fulfillment, and alignment with our vision and values. By embracing deals that resonate with our deepest desires, we can create a life that is truly meaningful and purposeful. Happy holidays and may the new year bring you closer to the freedom and prosperity that your deal quest holds.• • •FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/https://www.coreykupfer.com/dealden 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

What does freedom mean to you? Is it more time to do what you love? Financial stability to take risks? The ability to build a life on your terms?In this Best Of Episode, we dive into the diverse and deeply personal perspectives of 33 amazing guests as they unpack what freedom truly means to them.From redefining freedom beyond money and time to making decisions that align with your vision—this episode is full of inspiration and insight.Ready to reflect on your own definition of freedom? • • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/poweroffreedom• • •FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/https://www.coreykupfer.com/dealden 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

If building a resilient, innovative business sounds like a pipe dream, you NEED to check out this episode with financial strategist Dennis Stearns.⁠In this episode, Dennis shares his proven approach to taking strategic risks, staying ahead of global trends, and positioning your business to thrive—no matter what.⁠Dennis is a financial futurist and the founder of Stearns Financial Group, known for helping ultra-high-net-worth clients plan for the future. His insights into the tech-industrial revolution, geopolitical shifts, and economic “super trends” are game-changing.⁠If you want to know how to adapt your business for growth and avoid potential deal-breakers, this episode is for you.⁠Listen now to learn how to leverage innovation and strategic risk-taking to build a business that stands the test of time.⁠ • • • FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/dennisstearns • • •FOR MORE ON DENNIS STEARNS:https://stearnsfinancial.com/https://www.linkedin.com/in/dennis-stearns-727894/https://www.facebook.com/stearnsfinancialgrouphttps://www.amazon.com/Ninja-Entrepreneurs-Business-Achieve-Multipliers/dp/B0CV5X9RFG FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ • • • 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. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Building a Business That Scales WITHOUT You? Danny Mizrahi Spills His Secrets Think you need to wear all the hats to succeed? Think again. Danny Mizrahi—entrepreneur, CEO of Sunbird Messaging, and founder of Contango—built not one but two thriving businesses by focusing on scalable systems and meaningful connections.Here's what he revealed on the latest DealQuest Podcast:⁠ LESSON #1: Relationships beat cold outreach every time.⁠ ⁠Danny built Contango to $5M in revenue by leveraging his personal network and word-of-mouth referrals—no massive ad budgets required.⁠ ⁠ LESSON #2: A scalable business model is non-negotiable.⁠ Switching to a recurring revenue model not only stabilized his business but made it highly attractive to buyers.⁠ ⁠ LESSON #3: Your business should run without you.⁠ Strong systems, stellar teams, and a thriving culture made Contango sellable—and positioned Danny to pursue his next big venture, Sunbird Messaging.⁠ Ready to hear how he did it and get inspired?⁠ • • • FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/dannymizrahi • • •FOR MORE ON DANNY MIZRAHI:Sunbird MessagingDanny Mirzrahi 's LinkedInSunbird Messaging's FacebookFOR MORE ON COREY KUPFER:Corey Kupfer's LinkedInCorey Kupfer's WebsiteDealDen • • • 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. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Have you caught my latest interview with Pete Neubig? His insights on scaling a real estate business and managing unexpected challenges are incredible.Pete's journey from young paperboy to industry leader is packed with gems for anyone navigating the ups and downs of entrepreneurship.⁠If you don't know Pete…⁠He's the CEO of VPM Solutions, co-founder of Empire Industries Realty, and an absolute expert on building efficient, resilient teams—now connecting the real estate industry with top virtual talent worldwide.⁠And after selling his own company, he faced unexpected challenges that led him to launch VPM Solutions, showing how setbacks can inspire incredible new beginnings.⁠This episode is full of real talk on:⁠- How creative financing can open doors when you're short on funds.- The importance of understanding your legal and financial liabilities (before signing anything!).- Strategies for building an efficient, global workforce that's invested in your vision.- Why aligning visions with business partners is critical to long-term success.- And how to find purpose after selling a company.And much moreTrust me, you don't want to miss these advices on financing, partnerships, and how to find new purpose after a major business exit.Ready to get inspired? • • • FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/peteneubig• • • FOR MORE ON PETE NEUBIG: http://www.vpmsolutions.com https://www.linkedin.com/in/pete-neubig/https://www.facebook.com/pete.neubig.1 FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://www.coreykupfer.com/http://www.coreykupfer.com/dealden • • • 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. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Ever wonder what it's really like to sell your business and face life after the exit? Then you NEED to check out this powerful convo with serial entrepreneur Bill Davey on DealQuest!Bill's built and sold over 20 companies, achieving multiple multimillion-dollar exits… but he doesn't shy away from the tough side. He's sharing his experience with “founder depression,” the challenges of redefining yourself post-exit, and the secrets behind resilience in business. Tune in to learn:- How failures actually fueled Bill's biggest wins- The importance of strong relationships and trust in business- What it takes to build a legacy beyond money This is an eye-opening episode for anyone in the entrepreneurial game or facing a big life transition. Bill's insights are next-level, and I'm so excited to bring this wisdom to you! • • • FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/billdavey• • • FOR MORE ON BILL DAVEY:https://www.facebook.com/imaxwebsites/https://www.linkedin.com/in/billdavey1/http://www.imaxdigital.com/ FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://www.coreykupfer.com/http://www.coreykupfer.com/dealden • • • 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. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

In this latest episode, I had an amazing conversation with Steven Montgomery, the founder and CEO of Resibrands, about his journey from painter to franchising mogul!Here's what we dive into... The key lessons he learned while scaling his home service franchises... Why efficiency and delegation are game-changers for entrepreneurs... How to cultivate faith and resilience during tough times... The importance of building strong relationships over relying solely on legalities... How to balance long-term patience with daily urgency for sustained success. And so much more! READY TO LISTEN? • • • FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/stevenmontgomery• • • FOR MORE ON STEVEN MONTGOMERY:https://resibrands.com/https://x.com/realsjmontyhttps://www.linkedin.com/in/steven-montgomery-7a452846/ FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://www.coreykupfer.com/http://www.coreykupfer.com/dealden • • • 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. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

In this Special Election episode, I dive into how the upcoming 2024 election could impact the mergers and acquisitions (M&A) landscape. While many are fixated on the candidates' differing positions regarding capital gains tax—Harris suggesting an increase to 28% and Trump supporters proposing a cut to 15%— Immediate changes in this area are unlikely due to the current political gridlock. I also discuss the potential for stricter antitrust enforcement under a Biden/Harris administration. However, it's important to note that these regulations primarily affect large public company deals, leaving most M&A transactions untouched.This episode emphasizes the overarching influence of macroeconomic factors like interest rates, inflation, and general market uncertainty on deal flow. Historical trends show that election-related uncertainty usually leads to a temporary slowdown in M&A activity, but the market typically rebounds once the election results are in.PRIORITIZE LONG-TERM POLITICAL STABILITY OVER IMMEDIATE TAX CHANGES When it comes to mergers and acquisitions (M&A), the conversation often revolves around capital gains tax rates. But it's important to keep in mind that any major changes to these rates aren't likely to happen anytime soon, especially with the current political landscape. Right now, the capital gains tax rate is at 20%. There have been talks about increasing it—some Democrats have even suggested going up to 28%—while some Republicans want to lower it to around 15%. However, for any of these changes to actually take place, we'd need a more stable political environment, with one party in control of both the White House and Congress. Since we're currently in a divided government, it seems pretty unlikely that we'll see any significant shifts in the near future. So, for businesses considering M&A, it's smarter to concentrate on broader economic trends and long-term strategies rather than stressing over potential immediate tax changes.GET A GRIP ON ANTITRUST REGULATIONS AND M&AIf a Democratic administration is elected, we're likely to see a stronger focus on enforcing antitrust laws. This could mean that big companies, like Google, might find themselves under a microscope, with talks about breaking them up becoming more common. On the flip side, a Republican administration, especially under Trump, would probably take a more relaxed stance on antitrust issues, making it easier for larger mergers and acquisitions to go through. For businesses looking to make deals, it's really important to keep an eye on these regulatory shifts. Stricter antitrust enforcement could throw a wrench in their plans and affect how they approach growth through acquisitions.MACROECONOMIC TRENDS MATTER MORE THAN POLITICS M&A While political elections can create uncertainty that impacts mergers and acquisitions (M&A) activity, the broader macroeconomic environment plays a more significant role in driving deal flow. There is often a slowdown in M&A activity leading up to elections due to uncertainty about potential outcomes. However, once election results are clear, activity tends to pick up as the market stabilizes. Current macro trends, such as decreasing interest rates and inflation, foster a rebound in deal flow and valuations. This reinforces the importance of focusing on economic indicators rather than getting overly caught up in the political landscape, which can lead to exaggerated fears or expectations about the economy's future.REGULATORY CHANGES CAN DRIVE DEAL FLOWRegulatory changes can have varying impacts on deal activity. While some view regulations as hindrances to business operations, they can also act as catalysts for M&A activity. Increased regulatory burdens may lead smaller firms to seek mergers or acquisitions with larger companies to navigate compliance challenges more effectively. For example, in sectors like wealth management, additional regulations have prompted many smaller firms to sell or merge with larger ones. Understanding the specific context of regulations and their effects on industries can provide valuable insights into potential deal opportunities, highlighting that regulations can create strategic advantages in the M&A landscape.TAX AND LABOR POLICIES INFLUENCE DEAL ACTIVITY The broader economic environment, shaped by tax and labor policies, plays a crucial role in M&A activity. Take the Trump tax cuts, for instance—if they expire and provisions affecting capital gains taxes aren't renewed, it could really impact business valuations and how eager companies are to make deals. That uncertainty might make businesses think twice before diving into acquisitions.Labor policies are another factor that can influence M&A. If an administration leans toward stronger union support, like what's been suggested about the Harris administration, companies might face higher wages and benefit costs. This could put a damper on some firms' acquisition plans, especially if they think their operational costs will rise due to unionization. On the flip side, if labor policies seem more business-friendly, that could create a more welcoming environment for deals to flourish.POLITIAL ENERGY POLICIES SHAPE INVESTMENT OPPOETUNITIES If a Democratic administration comes into power, we could see a surge in green technology thanks to supportive regulations and tax incentives that promote clean energy. This would likely encourage more investments and deals in that sector. On the other hand, a Republican administration might focus on traditional energy sources, which could create more opportunities in fossil fuels. So, the political landscape definitely has a big impact on where money is flowing in the energy space!UNDERSTAND ECONOMIC POLICIES AND THEIR IMPACT If we start seeing more protectionist policies, like heavy tariffs on Chinese goods, we might face higher consumer prices and some macroeconomic challenges. But there's a silver lining: these changes could also give U.S. companies a chance to be more competitive. So, keeping an eye on how political shifts affect the market is crucial—it can really shape investment strategies and how businesses plan for the future.EXPECTATIONS DRIVE MARKET PERFORMANCE Often, market prices are more about what investors think will happen rather than what's actually going on right now. For instance, when there's buzz about economic policies—like new tariffs or tax credits—stock prices can shift even before those policies are officially announced. If investors grasp how these expectations tie into real outcomes, they can better spot potential opportunities and risks in both public and private markets, especially as we navigate economic changes and upcoming elections.Tune in to gain a broader understanding of how the economic environment will shape M&A activity, rather than just focusing on individual policy changes. This episode is packed with valuable insights that every entrepreneur and business leader needs to navigate the ever-evolving landscape of mergers and acquisitions.• • •FOR MORE ON THIS EPISODE:• • •FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/https://www.coreykupfer.com/dealden 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

M&A expert Scott Weavil joins the DealQuest Podcast for an insightful episode!In this episode, Scott shares his expertise on navigating the lower middle market, M&A, and private equity. He dives into the unique challenges and opportunities in this space, and provides actionable insights on how to create value for all parties involved.In this episode, you'll learn: How to navigate the complexities of the lower middle market. Strategies for building strong relationships with buyers and sellers. The importance of understanding buyer motivations and expectations. How to focus on value creation, rather than solely on multiple arbitrage. And much more.Whether you're an entrepreneur, investor, or deal-maker, this episode is essential listening for anyone looking to create value and achieve their goals in the lower middle market.Don't miss this chance to learn from a true expert in M&A and private equity! • • • FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/scottweavil• • • FOR MORE ON SCOTT WEAVIL: https://www.sierrapacificpartners.com/https://www.facebook.com/sierrapacificpartnershttps://www.linkedin.com/in/scottweavil/ FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://www.coreykupfer.com/http://www.coreykupfer.com/dealden • • • 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. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Entrepreneur and resilience expert Frederick Cary joins the DealQuest Podcast for an inspiring episode! In this episode, Frederick shares his remarkable journey from facing significant setbacks to building a thriving business empire. He dives into his strategies for cultivating resilience and transforming challenges into opportunities for growth. In this episode, you'll learn: How Frederick turned adversity into a powerful catalyst for success. Practical resilience-building techniques to apply in your own life and career. The importance of a growth mindset in overcoming obstacles. Strategies to maintain motivation and clarity during tough times. And much more. Whether you're navigating personal challenges or seeking new ways to enhance your professional journey, this episode is filled with actionable insights that you can implement immediately. Frederick's wisdom, combined with my expertise in deal-making, will equip you with the mindset and tools needed to thrive in an ever-evolving business landscape. Don't miss this chance to learn from a true master of resilience! • • • FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/frederickcary • • • FOR MORE ON FREDERICK CARY:https://www.instagram.com/officialfredcary/?hl=enhttps://www.facebook.com/IdeaPros?_rdc=1&_rdrhttps://www.linkedin.com/in/frederickcary/https://www.ideapros.com/https://fredcary.com/ FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://www.coreykupfer.com/http://www.coreykupfer.com/dealden • • • 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. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Master the Art of Negotiation with Corey Kupfer on the DealQuest Podcast! In this episode of the DealQuest Podcast, Corey dives into the crucial mindset and internal clarity needed for successful negotiations, introducing his unique approach to "authentic negotiating." In this episode, you'll learn: The importance of clarity in defining your goals and desired outcomes. How internal work, including self-confidence, paves the way for successful negotiations. The power of emotional detachment from specific outcomes to enhance your negotiating position. The balance between strategic planning and authenticity to foster trust. Why manipulative tactics can undermine your success and how integrity leads to lasting partnerships. Whether you're an entrepreneur, business leader, or simply looking to sharpen your negotiation skills, this episode is packed with actionable insights you can apply right away. Corey's expertise will equip you with the tools you need to navigate negotiations confidently and effectively. Don't miss out on this opportunity to elevate your negotiation game! • • • FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/Clarity,%20Detachment,%20and%20Equilibrium%20in%20Negotiations• • • FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://www.coreykupfer.com/http://www.coreykupfer.com/dealden • • •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. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

In the latest episode of the DealQuest Podcast, I had the privilege of sitting down with the multifaceted Kevin Davis, a true Renaissance man who has seamlessly navigated the worlds of music and finance. From his early days as a rapper signed to Warner Brothers Records to his transition into stockbroking, Kevin shares his compelling journey and the lessons learned along the way. He also discusses his latest venture, Investment Dojo, a social trading competition app aimed at democratizing investment education. This episode is a must-listen for anyone looking to gain valuable insights into the worlds of music, finance, and entrepreneurship. Kevin's story is a testament to the power of hard work, determination, and a willingness to take risks. This episode is packed with actionable advice and inspiring stories that will leave you feeling motivated and empowered to pursue your passions.THE IMPORTANCE OF BUILDING RELATIONSHIPS IN THE MUSIC INDUSTRY Kevin's journey in the music industry highlights just how crucial building relationships can be for achieving success. Throughout his career, he made it a priority to connect with others in the industry, from fellow musicians to producers and label executives. These connections were not just casual acquaintances; they were meaningful relationships that he nurtured over time. By cultivating these relationships, Kevin was able to open doors that might have otherwise remained closed. For instance, when it came time to secure record deals, it wasn't just his talent that impressed the decision-makers; it was the trust and rapport he had built with them. His ability to leverage his network played a vital role in landing opportunities that propelled his career forward. ADAPTING TO CHANGING LANDSCAPES IN THE MUSIC INDUSTRY The music industry has undergone significant transformations over the years, particularly with the shift from physical sales, like CDs and vinyl records, to digital streaming platforms. This evolution has dramatically changed how music is consumed and how artists promote their work. For instance, the rise of platforms like Spotify, Apple Music, and YouTube has reshaped how artists distribute their music and connect with audiences. Rather than relying solely on traditional sales, artists now have the opportunity to reach millions of listeners worldwide through streaming. However, this also means that competition is fierce, and artists must find innovative ways to stand out. Kevin pointed out that those who refuse to adapt risk being left behind. It's not enough to create great music; artists must also understand how to market themselves in this new digital landscape. This includes using social media to engage with fans, collaborating with other artists, and leveraging data analytics to understand listener preferences. THE IMPORTANCE OF MARKETING IN THE MUSIC INDUSTRY In today's music industry, marketing is more critical than ever. Kevin emphasized that artists should not sit back and expect their record labels to handle all their promotional needs. Instead, they need to take charge of their marketing efforts and actively promote themselves. This proactive approach is essential for building a successful career in music and is a principle that can be applied across various fields, including publishing and entrepreneurship. Traditionally, many artists relied heavily on their record labels to market their music and manage their careers. While labels certainly play a role in promoting artists, they often have numerous clients and may not prioritize each artist's unique needs. As a result, it's vital for musicians to step up and actively engage in their marketing strategies. This can include a wide range of activities, from using social media to connect with fans, to creating compelling content that showcases their personality and artistry. In today's digital age, artists have unprecedented tools at their disposal. Social media platforms like Instagram, TikTok, and Twitter allow musicians to directly engage with their audience, share behind-the-scenes content, and build a loyal fan base. By taking an active role in their marketing, artists can create a brand identity that resonates with their listeners and sets them apart from the competition. MAKING LEARNING FUN: THE VALUE OF ENGAGING EDUCATION Kevin highlighted a crucial aspect of education that many people overlook: learning can and should be enjoyable. He shared his experience with the Investment Dojo app, which transforms the often complex and intimidating world of stock market education into a fun and engaging experience. By gamifying the process of learning about investing, this app shows that education doesn't have to be tedious or overwhelming; it can be an exciting adventure. The concept of gamification involves incorporating game-like elements into educational experiences, making the learning process more interactive and stimulating. With the Investment Dojo app, users can participate in challenges, earn rewards, and track their progress, all while gaining valuable knowledge about stock market dynamics. This approach not only makes the content more relatable but also encourages users to stay committed to their learning journey. UNDERSTANDING FINANCIAL STRUCTURES IN THE MUSIC INDUSTRY Navigating the financial landscape of the music industry can be a daunting task for many artists. One of the main reasons artists often find themselves in difficult financial situations is the way record deals are structured. When an artist signs a contract with a record label, they usually receive an advance payment. This advance is essentially a loan intended to support the artist while they create their music. However, it's important to note that this advance is not free money. Artists are typically required to repay this advance through their future earnings from music sales, streaming, and performances. In addition to repaying the advance, artists often have to cover various expenses related to their music career. This can include costs for recording, marketing, and promoting their music, as well as paying for music videos and touring. These expenses can quickly add up, often leaving artists with very little profit after all the bills are paid. Tune into Episode 310 to hear Kevin Davis' insights on the intersections of music and finance, the significance of financial literacy, and the journey of entrepreneurship. Whether you're interested in trading, music, or building a successful business, this episode offers a wealth of practical knowledge and inspiration. • • • Listen to the Full DealQuest Podcast Episode Here: https://www.coreykupfer.com/podcasts/dealquest-podcast-with-corey-kupferCorey 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. Get deal-ready with theDealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

In this episode of the DealQuest Podcast, Kevin Bupp, a highly successful real estate investor and founder of Sunrise Capital Investors, joins me to share his remarkable journey and expertise. With over $500 million in transactions under his belt, Kevin's journey from bartending to managing his private equity firm, Sunrise Capital Investors, offers valuable insights for anyone looking to build wealth through real estate, especially mobile home parks and parking lots. With over two decades of experience, Kevin shares his journey through the ups and downs of the real estate market, and the strategies he's used to build long-term wealth. His extensive portfolio includes mobile home parks, apartment complexes, and other commercial real estate investments. Kevin's passion for creating sustainable growth and his deep knowledge of the market offer valuable insights for anyone looking to scale their business and succeed in real estate. RECOGNIZE THE NEED FOR STRUCTURAL CHANGE Sometimes, focusing on handling individual deals one by one can limit your ability to seize larger opportunities and grow your business. For instance, Kevin Bupp faced a similar challenge in his career. Initially, he managed deals individually, which worked well but soon became overwhelming as more opportunities came his way. He realized that this approach was restricting his growth potential. To overcome this, Kevin made a significant change by shifting from managing deals individually to establishing a structured investment fund. This new structure allowed him to handle multiple deals simultaneously and manage his growing pipeline more effectively. By setting up a fund, Kevin could pool resources and streamline operations, making it easier to take on and oversee more deals without getting bogged down by the logistics of each one. This structural change enabled him to scale his business and capitalize on opportunities that would have been impossible with his previous approach. EVALUATE THE BENEFITS OF A FUND MODEL Adopting a fund model can offer several substantial advantages that can make your business operations smoother and more efficient. When Kevin Bupp transitioned to using a fund model, he experienced a range of benefits that significantly improved his ability to manage and grow his business. Here's how: - Streamlined Capital Raising: You gather capital from multiple investors and pool it into a single fund. This simplifies the process of raising money because you're dealing with a larger, consolidated amount of capital rather than seeking funds for each individual deal. For Kevin, this meant he could raise a significant sum at once, which reduced the need to repeatedly pitch and negotiate with investors for every new deal. - Reduced Logistical Challenges: Managing individual deals often involves a lot of logistical hurdles, such as negotiating financing and coordinating resources for each deal separately. By using a fund model, these logistical challenges are minimized. - Increased Flexibility: You can act quickly on new opportunities. Kevin's experience illustrates this perfectly: he could close deals in cash immediately due to the fund's available resources. This speed and flexibility gave him a competitive edge, as he was able to secure deals without delays and then arrange financing as needed. SIMPLICITY IN FUND STRUCTURE Kevin Bupp stresses the importance of keeping fund structures simple for both investors and operators. He found success with a clear 70/30 split—70% of profits go to investors, and 30% to the operators—along with tiered preferred returns based on how much someone invests (8%, 9%, and 10%). This easy-to-understand setup makes it simpler to manage and keeps investors happy, knowing exactly what to expect. By keeping things straightforward, you can avoid confusion and ensure that incentives are clearly aligned, making it easier for everyone involved. UNDERSTAND INVESTOR PREFERENCES High-net-worth individuals and business owners often seek passive investment opportunities. They value the potential for passive income and diversification but may not have the time or interest to manage investments actively. Tailoring your approach to meet these needs can attract and retain investors. For example, Kevin Bupp found that his investors, often busy running their own businesses, sought opportunities that provided passive income and diversification. They didn't want the hassle of managing day-to-day operations but valued a solid return on their investment. By understanding these preferences and offering hands-off investment options, Kevin was able to attract and retain investors who wanted to grow their wealth without the added effort. EVALUATING OPPORTUNITIES AMIDST MARKET CHANGES Even when interest rates rise, it's important to stick to solid deal evaluation practices. Kevin Bupp gives a great example—despite changes in the market, he always focuses on fundamentals like a property's real value and its long-term potential. For instance, in a higher interest rate environment, instead of chasing risky deals, Kevin continues to assess opportunities with the same standards, ensuring they make sense financially in the long run. This consistency helps protect against bad investments, no matter how the market shifts. FOCUS ON LONG-TERM VALUE, NOT QUICK WINS Successful real estate investing is about looking at long-term potential, not just short-term profits. Instead of getting caught up in immediate returns, he emphasizes finding properties that will grow in value and generate steady cash flow over time. For example, Kevin talks about buying undervalued properties in tough markets and holding onto them until they appreciate. By waiting for the right time to sell or capitalize on increased value, he achieves greater returns, even when the market changes. This patient approach is key to lasting success in real estate investing. Tune into Episode 309 to hear Kevin Bupp's expert advice on scaling your real estate business, building long-term wealth, and navigating market fluctuations. Kevin shares his experience in structuring funds, adapting to changing market conditions, and focusing on long-term value over short-term gains. * • • Listen to the Full DealQuest Podcast Episode Here: [https://www.coreykupfer.com/podcasts/dealquest-podcast-with-corey-kupfer] * • • FOR MORE ON KEVIN BUPP: LinkedIn: [insert link] 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. Get deal-ready with theDealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Tune in to Episode 308 of the DealQuest Podcast, where I'm joined by Jeremy Parker, co-founder and CEO of Swag.com. From aspiring filmmaker to successful entrepreneur, Jeremy shares his remarkable journey and the valuable lessons he's learned along the way.Discover how Jeremy leveraged strategic partnerships, avoided the pitfalls of over-funding, and prioritized company culture to drive success. If you're an entrepreneur or business leader looking for actionable insights on building a thriving business, navigating challenges, or forging powerful partnerships, this episode is not to be missed. Jeremy's practical advice, drawn from his own experiences, will inspire you to pivot and thrive - just like he did with Swag.com's remarkable pandemic sales surge.PARTNER UP FOR SUCCESS When starting or growing your business, consider teaming up with co-founders or partners who bring different but complementary skills to the table. For example, if one partner excels in financial management while another has a knack for creative marketing, combining these strengths can significantly benefit your business. Additionally, partners often come with their own networks and connections, which can open doors to new opportunities, funding sources, and valuable industry contacts. By leveraging each partner's unique expertise and resources, you create a stronger, more well-rounded team that can tackle challenges more effectively.TARGET THE RIGHT AUDIENCEIdentifying and focusing on the right audience can make a big difference. For Swag.com, Jeremy realized that office managers, who had previously been overlooked, were a key audience. Office managers had the power to influence the purchase of promotional products for their companies, providing a valuable entry point. By concentrating on this group, Swag.com was able to gain visibility and access to other decision-makers within companies. Assess your market and find the audience that will have the most impact on your business.ADOPT A MINIMUM VIABLE PRODUCT (MVP) APPROACHDon't wait until your product is perfect before launching it. Jeremy's failed social networking app, Vouch, taught him that spending too much time perfecting every detail before releasing it to the public wasn't effective. Instead, start with a basic version of your product or service, and then refine it based on real user feedback. This method, known as the MVP approach, allows you to test your ideas quickly and make adjustments based on what works and what doesn't. By focusing on a simple version first, you save time and resources, and you can ensure that the final product better meets the needs of your customers.EVALUATE YOUR CAPITAL NEEDS CAREFULLY Before embarking on a fundraising journey, carefully assess whether it's truly necessary for your business. Sometimes, the drive to raise capital can stem from a desire for external validation or personal ego rather than actual business needs. Make sure that any fundraising efforts align with your strategic goals and genuinely contribute to your growth. If you can achieve your objectives without additional funding, it might be better to focus on that approach rather than seeking capital just for the sake of it.Once you've determined that raising capital is the right path for your business, it's crucial to develop a comprehensive and strategic plan for how you'll use those funds. Focus on how the funds will help you achieve concrete goals, such as expanding your product line, entering new markets, or reaching important milestones. A well-defined plan for using the capital can make your fundraising efforts more effective and appealing to potential investors, who want to see how their investment will directly contribute to the business's success.MAXIMIZE RESOURCES, MINIMIZE WASTE Be conscious of how you allocate your resources. Practicing frugality means spending wisely and making the most of what you have. Optimize every aspect of your business operations to ensure efficiency, even if it requires short-term sacrifices. This disciplined approach helps you make informed decisions, reduce costs, and build a more sustainable business model. While it might be tempting to splurge when funds are plentiful, maintaining a frugal mindset can lead to more strategic decisions and better long-term results.When cash is tight, consider using creative financing solutions to acquire valuable resources. For instance, licensing agreements or equity swaps can provide access to crucial tools, services, or domain names without requiring large upfront payments. This approach allows you to secure important assets while conserving cash. By thinking outside the box, you can find innovative ways to support your business's needs without compromising your financial stability.ADAPTIBILITY IN TIMES OF CRISIS The COVID-19 pandemic served as a powerful reminder of the critical need for flexibility in business. Companies across various industries faced unprecedented challenges, requiring them to quickly adapt their strategies to survive. Adaptability in such times isn't just about weathering the storm; it's about being open to change, proactively seeking new opportunities, and finding innovative ways to meet evolving market demands.A great example of this is Swag.com, they faced a huge challenge - their entire business revolved around swag for in-person events, which suddenly vanished. But here's the inspiring part: they adapted! They saw the new reality and pivoted their strategy, switching gears to focus on remote swag distribution. This flexibility not only helped them survive, but they actually doubled their sales! This is the power of adaptability in action. By staying flexible and responsive to market needs, businesses can not only weather storms, but even thrive in unexpected ways.LEVERAGE YOUR STRENGTH Focus on what you do best. Jeremy Parker's success with Swag.com came from honing in on their expertise in promotional products, rather than trying to compete head-on with larger companies in the gifting industry. By sticking to their core competency—creating and managing swag—they were able to provide a superior product and service. In your own business, identify what you excel at and build on that strength instead of spreading yourself too thin by trying to tackle too many different areas.• • •Listen to the Full DealQuest Podcast Episode Here:[https://www.coreykupfer.com/podcasts/dealquest-podcast-with-corey-kupfer]• • •FOR MORE ON JEREMY PARKER:LinkedIn {https://www.linkedin.com/in/jeremyparker/} 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

In this solocast of the DealQuest Podcast, I dive into the potential hazards of focusing too much on raising capital for your business. While securing funding can be crucial, it's essential to ensure it doesn't detract from your core business activities and growth strategies.This episode is packed with insights for entrepreneurs and business leaders who are considering or currently engaged in fundraising efforts. I share critical considerations on how to balance the pursuit of capital with the actual development and strategic execution of your business. EVALUATE YOUR INDUSTRY AND DEVELOPMENT STAGE When considering raising capital, it's crucial to conduct thorough research into the funding history of your industry. Some sectors have well-established funding pathways and are more attractive to investors due to historical performance and growth potential. For example, technology and healthcare often have robust investment histories, while niche markets may struggle to attract the same level of interest. Understanding where your industry stands can significantly impact your strategy and help you identify the best approach for seeking investment.In addition to researching your industry, you need to assess your company's development stage. Early-stage companies typically need to provide more proof of concept to entice investors. This might include developing a successful MVP (Minimum Viable Product) that demonstrates your product's viability and market potential. Investors want to see tangible evidence that your business model works and that there is demand for your product or service. This proof of concept can be a critical factor in securing funding. TIMING AND COST OF EARLY CAPITAL Securing early-stage capital often comes at a high cost, requiring you to give up a larger equity share in your company. This can be a tough decision, as giving away too much equity early on might limit your control and future earnings. It's essential to weigh the immediate benefits of securing capital against the long-term costs. Will the funding help you scale quickly enough to offset the loss of equity? Carefully consider how much equity you are willing to part with and at what valuation.Pitching to investors, especially at an early stage, can be a valuable learning experience. However, it's vital to ensure that you are genuinely ready for this step. Pitching too early can lead to unfavorable terms, such as investors demanding a significant equity stake for relatively small amounts of capital. This can also be a time-consuming process that might distract you from developing your product or service. Therefore, it's crucial to balance the benefits of early-stage pitching with the readiness of your company to handle investor scrutiny and demands. IDENTIFY THE RIGHT INVESTORS Evaluating whether your company is suitable for raising funds from friends and family is another critical step. Friends and family rounds can be a viable source of early-stage funding, especially if your personal network is willing and able to invest in your venture. However, not everyone has access to this type of capital, and mixing personal relationships with business can sometimes lead to complications. It's essential to ensure that both parties are clear about the risks and expectations involved.If friends and family funding isn't an option, your next focus should be on attracting professional angel investors. Angel investors typically look for companies with some level of traction and growth potential. This means you'll need to show evidence of your company's progress, such as user metrics, revenue growth, or strategic partnerships. Demonstrating your ability to achieve milestones can make your company more appealing to these seasoned investors who are looking for promising opportunities with the potential for significant returns. EVALUATE FUNDING SUCCESS BEYOND RAISING CAPITAL How you deploy the funds is critical to your company's success. Simply securing investment does not guarantee that your business will thrive. It's important to have a clear plan for how you will use the capital to achieve your strategic goals. Look at other companies that have raised funds successfully and analyze their use of capital. Learn from their successes and failures to avoid common pitfalls and maximize the impact of your funding.Additionally, consider the long-term implications of early funding. While early-stage investment can provide the necessary resources to accelerate growth, it can also come with strings attached, such as stringent performance expectations from investors. Analyze whether early-stage funding helped or hindered other companies in the long run. Did it lead to sustainable growth, or did it put undue pressure on the founders? Use these insights to inform your own strategy and make more informed decisions about when and how to seek investment. UNDERSTAND THE FUNDING ENVIRONMENT The availability and flow of capital can fluctuate based on broader economic trends. For example, during economic downturns, investors may become more cautious and selective about where they put their money. Conversely, in a booming economy, there may be more capital available, but also more competition for investment. Understanding these trends will help you time your funding efforts effectively and approach the right investors at the right time.In addition to economic conditions, keep an eye on trends within your industry. Certain sectors may be more attractive to investors at different times due to emerging technologies, regulatory changes, or shifts in consumer behavior. Being aware of these trends can help you position your company more favorably and increase your chances of securing investment. For example, if there is a growing interest in sustainable products, companies in the green tech sector might find it easier to attract funding.ALGIN WITH BUSINESS OBJECTIVESSeeking capital should support your strategic goals, not distract from them. Ensure that the pursuit of investment is in line with your vision for the company and that it helps you achieve your long-term objectives. This alignment will help you stay focused and make more strategic decisions about your business growth.Finally, be realistic about your company's readiness for funding. Assess whether your company is truly prepared to seek investment and what type of funding is most appropriate. Not all businesses are ready for venture capital, and for some, bootstrapping or smaller, incremental investments might be a better fit. Honest self-assessment will help you avoid the pitfalls of seeking capital prematurely and ensure that you are making the best choices for your company's growth and sustainability.Tune into Episode 309 - Solocast 69 to uncover how to avoid common pitfalls and make informed decisions about capital and growth. I provide a comprehensive look at how to balance capital raising with effective business management. Whether you're an entrepreneur navigating the fundraising landscape or simply seeking to refine your growth strategy, this episode offers valuable perspectives to guide your journey.• • •For more insights on balancing capital and business growth:Listen to the Full DealQuest Podcast Episode Here: [https://www.coreykupfer.com/podcasts/dealquest-podcast-with-corey-kupfer]• • •FOR MORE ON COREY KUPFER:*[Corey Kupfer's LinkedIn](https://www.linkedin.com/in/coreykupfer/) [Corey Kupfer's Website](http://coreykupfer.com/) 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. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

In Episode 306 of the DealQuest Podcast, I sit down with Brian Shields, a seasoned expert in business development and acquisitions with over 15 years of experience. Brian shares his remarkable journey from a high school deal maker to a prominent figure in the world of business roll-ups and strategic investments. With 16 transactions totaling over $60 million in the past five years, including a notable business roll-up that sold for three times its original purchase price, Brian offers invaluable insights into the deal-making process.If you're an entrepreneur, business leader, or investor interested in mastering the deal-making mindset and learning about strategic acquisitions, don't miss this episode. Brian offers a wealth of knowledge, drawing from his own experiences and delving into the motivations that drive retiring entrepreneurs beyond monetary gain.THE HEART OF DEAL-MAKING: FINDING MUTUAL VALUEDeal-making is often misunderstood as a complex and intimidating process. However, at its core, it's about something simple: identifying mutual value and finding a way to exchange it. Whether you're trading smoothies for internet time or negotiating a multi-million dollar deal, the principle remains the same.Successful deals rely on both parties feeling like they've gained something of value. In the world of deal-making, it's easy to fall into the trap of taking oneself too seriously. Shields highlights the importance of staying grounded, approachable, and genuine. Even in high-stakes negotiations, a little levity and authenticity can go a long way in building trust and successful partnerships.UNDERSTAND THE ‘WHY' BEHIND THE DEAL Before diving into any business deal or acquisition, it's crucial to understand your motivations. This includes knowing what you're trying to achieve, your objectives, and the driving factors behind the decision. Whether you're acquiring or selling, knowing the 'why' ensures the deal aligns with long-term goals and prevents future regret.This self-awareness is crucial for both buyers and sellers, as it allows you to tailor the deal to meet the specific needs and circumstances of all parties involved. In particular, recognizing the unique situation and priorities of the seller is vital for a successful acquisition. For instance, a retiring entrepreneur may place a higher value on preserving their legacy, ensuring the business's continued success, or protecting employee welfare than on maximizing financial gains. A successful deal maker will recognize and address these concerns.MAKE STRATEGIC FIT A TOP PRIORITY IN BUSINESS ACQUISITIONS When you're considering acquiring another business, it's crucial to focus on those that will integrate smoothly with your existing operations. This means looking for acquisitions that complement your current business structure, whether in terms of location, market presence, or the products and services you already offer. For example, acquiring a business that operates in a region where you already have a strong presence can help you streamline operations, reduce costs, and improve efficiency. Similarly, acquiring a company that offers products or services closely related to yours can enhance your market position and increase profitability. This approach helps ensure that any new business you bring on board not only fits well with what you already do but also strengthens and enhances your current operations.EVALUATE RISKS AND MAKE INFORMED DECISIONSEven if an opportunity seems promising, there could be hidden dangers that might threaten the long-term success of the acquisition. For example, a company that heavily relies on a single supplier or a key business relationship may face significant challenges if that relationship is disrupted. These kinds of risks can undermine the stability of the entire deal.Preventing such pitfalls requires a detailed risk assessment during the due diligence process. This means carefully analyzing every aspect of the potential acquisition, identifying any vulnerabilities, and determining whether the benefits outweigh these risks. If the risks are too significant, it's important to have the discipline to walk away, no matter how tempting the deal may seem.DILIGENCE IN EVALUATING KEY LEADERS The success of the acquisition often hinges on the people who will continue to manage the company after the deal is closed. This evaluation should go beyond simply getting a good impression of their personalities or leadership style. Instead, you need to look at their actual track record and performance. Examine objective data, such as performance metrics and past achievements, to understand how they have contributed to the company's success. Making decisions based solely on gut feelings or superficial impressions can lead to costly errors. By conducting a detailed and objective assessment, you can make more informed decisions and better ensure that the key leaders will help drive the acquisition's success.Tune into Episode 306 to hear Brian Shields' expert advice on navigating business development and acquisitions, building a supportive investor community, and achieving a healthy work-life balance. Whether you're involved in business acquisitions or interested in creating value through strategic investments, this episode offers a wealth of practical insights and strategies.• • •Listen to the Full DealQuest Podcast Episode Here:[https://www.coreykupfer.com/podcasts/dealquest-podcast-with-corey-kupfer]• • •FOR MORE ON BRIAN SHIELDS:LinkedIn {https://www.linkedin.com/in/brianlshields/} 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

In this episode of the DealQuest Podcast, Gabriel Suarez, founder of Natural Life Franchise Company, shares his 20-year entrepreneurial journey, focusing on the rapid growth of his natural wellness business. From starting with a single store to scaling to 29 locations, Gabriel provides insights into building a franchise system, navigating the challenges of financing in the CBD space, and the importance of strategic partnerships.This episode is a must-listen for entrepreneurs and business leaders interested in franchising, natural wellness, or alternative business financing. Gabriel offers a candid look at the obstacles and triumphs he faced while positioning his company as a leading wellness brand.CREATING A SCALABLE BUSINESS MODELTo successfully scale a franchise, you need a business model that can be consistently replicated across all your locations. This involves creating comprehensive manuals outlining every aspect of running a franchise location, from daily operations and customer service standards to marketing and employee management. Robust training programs are essential to equip franchisees with the necessary skills and knowledge to run the business effectively, including how to use systems and tools, maintain quality, and adhere to brand guidelines. In addition, set up uniform processes and procedures that all franchise locations must follow. This could include standardized procedures for handling inventory, customer service, and sales transactions. Standardization helps maintain the quality and consistency of the franchise's products and services across all locations. As your franchise grows, continuously refine and adapt your systems. What works for a few locations might not work for many. Regularly review and update your processes to address new challenges and ensure that all franchisees can succeed.OVERCOMING FINANCIAL CHALLENGES IN THE CBD SECTORBusinesses involved in selling CBD or similar products often face significant challenges when seeking traditional financing. Many banks and lenders are hesitant to work with businesses that have any connection to hemp or cannabis, even if the business's primary focus isn't cannabis. The red tape can really slow things down. So, If there are potential issues (like selling CBD products), it's better to address them upfront to avoid wasting time and resources later in the process.Traditional loans might be out of reach, but there are other ways to get funding, like from investors or private lenders. Private lending involves securing loans from individuals or private entities. These lenders are often more flexible with their criteria, making them a good option for businesses that struggle to meet the strict requirements of conventional lenders. However, private loans might come with higher interest rates and more stringent repayment terms, so it's crucial to weigh these factors carefully.THE IMPACT OF STRATEGIC PARTNERSHIPS IN FRANCHISINGInitially, you may not get the perfect fit, but focus on finding individuals with an entrepreneurial mindset who understand the basics of business. They should possess strong management skills, financial literacy, and the ability to operate independently while following the franchise system. As the franchise grows, the initial systems and processes might need adjustments. Early on, it might be about selling franchises to anyone interested, but over time, it's important to refine the criteria for selecting franchisees. This involves identifying the ideal profile for franchisees, which may include assessing their alignment with the brand's values, their entrepreneurial mindset, and their ability to contribute to the brand's long-term vision. Franchisees with a personal connection to the brand are more likely to be enthusiastic, engaged, and dedicated to the success of their franchise. For Natural Life, this means finding individuals who believe in the benefits of natural wellness products and are committed to promoting a healthier lifestyle. UTILIZING CROWDFUNDING EFFECTIVELYInstead of relying solely on traditional investors or franchisees, crowdfunding allows individuals who are passionate about the brand to invest in it, even if they aren't in a position to become franchisees themselves. For businesses, this method helps them reach a new level of expansion, which can lead to better terms and less equity dilution when they eventually seek larger, more professional funding rounds.Equity crowdfunding is often not the final large capital raise but serves as a stepping stone to larger funding rounds. It can take a business from its current state to a significant growth milestone (e.g., from dozens to hundreds of locations). This growth prepares the business for more substantial investment, ensuring that when larger capital is introduced, it is used wisely and efficiently. Successful crowdfunding campaigns typically resonate with a passionate and engaged community. It's essential for the business to be niche-oriented, where potential investors feel a connection or strong interest in the product or service, making them more likely to invest.BUILDING A SUPPORTIVE NETWORK FOR ENTREPRENEURIAL SUCCESSBuilding and maintaining a strong network is essential throughout your entrepreneurial journey. Suarez attributes much of his success to strategic relationships and mentorships, noting that his network has accelerated his business growth. The idea that "your network is your net worth" is reinforced, particularly in entrepreneurial endeavors. Networking isn't just about making contacts; it's about building meaningful relationships that can support you in various ways—whether it's through advice, introductions to potential partners, or just moral support. Joining entrepreneurial communities like the Entrepreneur's Organization can amplify these benefits, fostering a supportive environment where like-minded individuals share experiences and best practices. These groups provide essential support, share best practices, and help entrepreneurs navigate challenges that their non-entrepreneurial friends or family might not understand.Tune into Episode 305 to learn how Gabriel Suarez scaled Natural Life into a successful wellness franchise, overcame financing challenges, and strategically partnered for growth. Whether you're an entrepreneur in the wellness industry or considering franchising, this episode offers invaluable insights.• • •For more insights on scaling a wellness franchise:Listen to the Full DealQuest Podcast Episode Here:[https://www.coreykupfer.com/podcasts/dealquest-podcast-with-corey-kupfer]• • •FOR MORE ON GABRIEL SUAREZ AND NATURAL LIFE FRANCHISE COMPANY:Natural Life Franchise Company Website {https://naturallifefranchise.com/}Gabriel Suarez on LinkedIn {https://www.linkedin.com/in/gabrielsua/} 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

On this episode of the DealQuest Podcast, Matt Bodnar joins me to discuss his journey from investment banking to entrepreneurial success. With a background at Goldman Sachs and experience in turning around struggling businesses, Matt shares his approach to value-oriented investing and strategic deal-making. His philosophy, influenced by Warren Buffett, focuses on long-term business growth and operational improvements.With expertise across various industries, Matt's insights offer invaluable lessons for sustainable business development and smart investing strategies. This episode is a must-listen for anyone interested in value-oriented deal-making.LONG-TERM INVESTMENT PHILOSOPHYMatt shares a compelling investment philosophy that centers around long-term value and strategic growth. Instead of pursuing quick exits or rapid expansion, the focus is on acquiring undervalued assets. For instance, the guest recounts their experience with turning around a struggling IT services business. By concentrating on purchasing assets below their market value and implementing a patient, strategic mindset, they successfully transitioned the business into a more stable and profitable entity. This approach underscores the importance of a steady, long-term perspective in achieving enduring success.LEVERAGE UNDERVALUED OPPORTUNITIES In the world of business, opportunities often hide behind what others might perceive as liabilities. For instance, a company heavily reliant on a single customer might seem risky due to overconcentration, but this characteristic can be leveraged for a strategic advantage. By acquiring such a business at a reduced price and then working to diversify its client base, you can mitigate this risk and enhance the company's stability and performance. Another example is a business with outdated technology or processes. While others might overlook it due to these perceived weaknesses, you could acquire it at a lower cost and invest in modernizing its systems. This investment can lead to improved operational efficiency and a stronger competitive position in the market. By identifying and capitalizing on these undervalued opportunities, you can unlock hidden potential and drive significant growth.IMPLEMENT STANDARD BEST PRACTICES Many businesses, particularly those with a long history, continue to operate using outdated methods that may hinder their efficiency and growth. By adopting modern best practices, you can transform these businesses. For example, a traditional retailer relying on paper-based inventory management can greatly benefit from switching to a digital inventory system. This upgrade not only streamlines inventory tracking but also reduces errors and enhances overall efficiency. Similarly, a business that has not yet embraced digital marketing strategies could see substantial improvements by integrating online platforms, social media, and data analytics into its marketing efforts. Modernizing operations in this way can lead to more effective decision-making, better customer engagement, and increased revenue. Embracing these best practices ensures that businesses remain competitive and operate at peak efficiency.FOCUS ON INCREMENTAL IMPROVEMENTSTo effectively scale and enhance business operations, adopt a structured approach like the "more, better, new" framework. Begin by focusing on doing more of what is already working well within the business. For example, if a particular product line is performing strongly, consider expanding its distribution channels or increasing production. Next, improve upon existing processes or products. This could involve refining product features based on customer feedback or optimizing workflows for greater efficiency. Only after solidifying these improvements should you introduce new strategies or products. This methodical approach ensures that each stage of improvement builds on previous successes, leading to sustainable growth and development.ADAPT TO CHANGING ENVIRONMENTS Staying informed about current trends and market conditions is crucial for making proactive adjustments to business strategies and investments. If consumer spending shifts towards more sustainable products, adapting your offerings to include eco-friendly options can help you capture this growing market segment. During periods of economic uncertainty, adjusting pricing strategies, diversifying product lines, or exploring new revenue streams can help mitigate risks and seize emerging opportunities. An example might be a company that pivots from in-person events to virtual events in response to changing market dynamics. By remaining agile and responsive to these changes, businesses can maintain their competitive edge and continue to thrive in a dynamic environment. • • •For my full discussion with Matt Bodnar, and more on this topic and topics not featured in this blog post:Listen to the Full DealQuest Podcast Episode Here• • •FOR MORE ON MATT BODNAR:LinkedIn 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. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

On this episode of the DealQuest Podcast, I delve into the often-overlooked issue of "founder depression" that can occur after a successful business exit. Despite increased awareness around mental health, this topic remains under-discussed in the entrepreneurial community. I address the emotional and practical challenges faced by entrepreneurs during this significant life transition, offering valuable insights and advice.For many founders, their business is more than a job—it's a core part of their identity. The end of this integral part of their life can lead to a profound sense of loss and confusion about their purpose and identity. This episode is essential listening for entrepreneurs navigating the emotional aftermath of selling their businesses.RECOGNIZE THE REALITY AND ACCEPT THE CHALLENGESExiting a business can lead to significant emotional challenges, including feelings of depression and purposelessness. Understand that struggling with identity and purpose after selling a business is a common experience. It doesn't matter how accomplished or wealthy you are; these feelings can affect anyone. Accepting this reality allows you to face these challenges with a proactive mindset.BUILDING A SUPPORT NETWORKEngage with groups or communities of people who have also exited their businesses. These networks can offer invaluable support and insights because they understand what you're going through. Sharing experiences with others who have faced similar situations can provide both emotional support and practical advice. Their understanding and support can be crucial during this transitional period.DISCOVERING A NEW PURPOSE Take time to consider who you are beyond your business. Ask yourself questions like, "Who am I as a person apart from my role as a business owner?" Understanding your identity outside of your professional life is essential for finding new purpose.Identify what interests and excites you now that you have more time. This might include getting involved in causes or nonprofits, pursuing hobbies, or spending more quality time with family. Finding new passions can give you a sense of direction and fulfillment.If you're still passionate about your industry but don't want to run another business, consider roles such as consulting, mentoring, or investing. These roles allow you to stay engaged with your field and contribute your expertise in new ways.PLANNING AHEAD Don't wait until after the sale of your business to figure out what comes next. Begin planning your post-exit life well in advance. This preparation will help you transition smoothly and make the most of your new opportunities.Define what you want to achieve after exiting your business. Having a clear vision for your future will keep you motivated and focused. Plan out what you want to accomplish and how you will achieve it.CELEBRATING YOUR ACHIEVEMENTSCelebrate your accomplishments and the successful sale of your business. Taking time to acknowledge your hard work helps you close one chapter and mentally prepare for the next. Use your celebration as an opportunity to reflect on your achievements and the journey you've been on. This reflection helps you transition smoothly into your next venture or phase of life.AVOIDING NEGATIVE PATTTERNS Be mindful of not bringing the same stress and problems from your previous business into your new endeavors. Use this transition as an opportunity for personal growth and to change how you approach new challenges. Reflect on how you want to evolve and what changes you want to make in your approach to work and life. This self-awareness will help you create a more fulfilling and successful new chapter.Tune into Episode 307 - Solocast 68 for another inspiring episode with valuable insights for your business and life! By understanding and preparing for these aspects of life after exiting your business, you can navigate the transition more effectively and embrace new opportunities with a positive mindset.• • •For my full discussion on navigating founder depression post-exit:Listen to the Full DealQuest Podcast Episode Here (https://www.coreykupfer.com/podcasts/dealquest-podcast-with-corey-kupfer)• • •FOR MORE ON COREY KUPFER:*[Corey Kupfer's LinkedIn](https://www.linkedin.com/in/coreykupfer/) [Corey Kupfer's Website](http://coreykupfer.com/) 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.**Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!**

On this episode of the DealQuest Podcast, Robbie Hardy joins me to discuss her extensive experience as an entrepreneur, author, and investor, particularly focusing on the challenges and triumphs of women in business. As the founder of XELLE Ventures, an angel fund dedicated to investing in female founders, Robbie offers unique insights into the entrepreneurial journey and the importance of empowerment and mentorship.With a rich background in corporate strategy and consulting for Fortune 500 companies, Robbie is an invaluable resource for understanding the complexities of starting and growing a business. Her mission is to help women find their own confidence and courage, guiding them to be bold and brave in their entrepreneurial ventures.THE JOURNEY OF AN ENTREPRENEURRobbie shares her personal journey, starting from childhood and influenced by her determination to avoid abusive relationships, which shaped her strength and ability to stand up for herself. Her entrepreneurial path began with buying and selling Roseville pottery and led to her first significant exit, where a creative negotiation strategy with Seagate played a pivotal role. She emphasizes the importance of thinking outside the box and taking risks without fully knowing how to achieve the desired outcome, trusting that solutions will emerge along the way.NAVIGATING CHALLENGES AND EMPOWERING WOMENRobbie and I discuss the specific challenges women face in business, especially in negotiations, and the critical need for women to assert their value. Robbie shares her approach to mentoring women, encouraging them to take risks and view setbacks as opportunities for growth. We also explore the ongoing struggle for gender equality and the vital role of empowerment in overcoming societal challenges. Robbie stresses the importance of women seeing role models who look like them in the investment world and shares her journey of overcoming her own biases when supporting female founders.MENTORING AND ANGEL INVESTINGRobbie's post-exit journey includes extensive angel investing, mentoring, and authoring books focused on women's entrepreneurial paths. She has been involved in angel investing since 1995, sitting on boards, and coaching startup CEOs. Her dedication to making a positive impact is evident through her continuous support of women in both corporate and entrepreneurial spaces.She highlights the importance of understanding business dynamics and the ability to pivot as key factors in successful angel investing. Robbie discusses the knowledge gap in angel investing among women and the need for education, noting generational differences in investment attitudes. Despite challenges, she is optimistic about the increasing number of women investors and their growing influence in the industry.CONCLUSION: EMPOWERMENT AND IMPACTRobbie's commitment to empowering women spans her career, from mentoring her secretary to her current role mentoring at Duke University. She underscores the importance of building one's own wealth and supporting each other in the entrepreneurial journey.In conclusion, Robbie shares her views on freedom, emphasizing the significance of helping others and being true to oneself in both personal and professional contexts.• • •For my full discussion with Robbie Hardy, and more on this topic and topics not featured in this blog post:Listen to the Full DealQuest Podcast Episode Here• • •FOR MORE ON ROBBIE HARDY:https://www.linkedin.com/in/robbiehardy/https://www.xelleventures.com 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. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

On this episode of the DealQuest Podcast, Grace Vandecruze joins me to share her remarkable journey from humble beginnings in Guyana, South America, to becoming a leading investment banker in the financial services industry. With over 20 years of experience, Grace brings a wealth of knowledge in mergers and acquisitions, financings, capital strategies, valuations, restructurings, and private placements. Throughout her career, Grace has been instrumental in numerous restructurings, debt and equity offerings, IPOs, M&A transactions, team mutualization, and regulatory projects within the global life and PNC reinsurance and insurance markets. Her personal story of resilience and professional insights offer invaluable lessons for listeners.THE INFLUENCE OF EARLY LIFE AND FINANCIAL SECURITYGrace recounts her early life in Guyana and the significant impact of her grandmother, who instilled in her the belief that she could achieve anything. Despite facing significant hardships, including a devastating house fire that left her family homeless, Grace's resilience and determination led her to a successful career in finance. Her personal experiences underscore the importance of insurance and financial security, fueling her passion for her work.FROM AUDITING TO INVESTMENT BANKINGGrace's career path started in high school, leading her to major in accounting at Pace University. After working as a financial auditor at EY for five years, she sought more dynamic challenges, leading her to the Wharton Business School and an internship at Merrill Lynch. Grace's transition from auditing to investment banking saw her playing pivotal roles in the demutualization of major insurance companies like MetLife, John Hancock, Prudential, Manulife, and Sunlife.INSURANCE INDUSTRY INSIGHTSGrace provides an overview of the U.S. insurance market, noting its developed yet fragmented nature. She discusses key drivers for mergers, such as capital needs, regulatory requirements, and succession planning. Despite a current slowdown in M&A activity due to high-interest rates, the industry remains ripe for consolidation. Grace also highlights the impact of climate change on the insurance sector, influencing company decisions and M&A activity.SIGNIFICANT DEALS AND STRATEGIC APPROACHESGrace recounts facilitating a notable deal between Commercial Travelers and Berkshire Hathaway, showcasing her negotiation skills and ability to build valuable connections. Her strategic approach and deep industry knowledge have been instrumental in numerous high-stakes transactions. She later became Managing Director at Swiss Re and founded her own firm, Grace Global Capital. Her career challenges parallel her passion for mountain climbing, emphasizing the importance of mental resilience.TECHNOLOGICAL ADVANCEMENTS AND INDIUSTRY TRENDSGrace highlights the potential for AI to solve specific pain points in the insurance industry and drive significant value. Technological capabilities are crucial in acquisition transactions, exemplified by Microsoft's investment in OpenAI. The integration of AI and the emphasis on developing human capital are key trends shaping the insurance industryPERSONAL FINANCIAL PHILOSOPHYGrace shares insights from her book, "Homeless to Millionaire: Six Keys to Uplift Your Financial Abundance," focusing on financial empowerment and shifting from a scarcity mindset to one of abundance. She underscores the importance of rewriting one's money story to overcome financial trauma.• • • For my full discussion with Grace Vandecruze, and more on this topic and topics not featured in this blog post:Listen to the Full DealQuest Podcast Episode Here• • • FOR MORE ON GRACE VANDECRUZE:LinkedInGrace Global Capital 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. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Corey Kupfer: DealQuest: Podcast: Blog & Social Media Blurb: Episode 299 (Solocast 67) Celebrating Milestones: Reflecting on DealQuest's Journey to the Top 1% In this celebratory solocast of the DealQuest Podcast, I take a moment to reflect on the incredible journey we've embarked on together. As we approach the 300th episode, marking nearly six years of insightful conversations and invaluable lessons, I want to extend my deepest gratitude to you, our listeners, and contributors.This episode is a heartfelt thank you to each one of you who has been part of our growth from a modest beginning to over 35,000 monthly listens, placing us in the top 1% on Listen Notes. Kupfer PLLC: A Firm Built on Expertise and Niche Marketing: In this episode, I share the evolution of my firm, Kupfer PLLC, previously known as Kupfer & Associates, PLLC, and how we rebranded following the addition of my partner, Brian Megan. With offices in New York and Denver, our firm specializes in deals and corporate work, including: Mergers & Acquisitions (M&A), Joint Ventures, Contractual and Strategic Advisory Services. We cater to a diverse range of clients, from entrepreneurs to large corporations, focusing on niche marketing to build a strong reputation in the industry. Expertise in Deals and Corporate Services: Our firm's extensive experience in corporate services encompasses entity formation, operating agreements, and employment agreements. We also handle ancillary business needs such as leasing, trademark work, and sophisticated tax services. We emphasize our expertise without generalizing, ensuring our marketing strategy remains focused and our reputation robust.Niche Expertise in RIA Space:I elaborate on our niche expertise in the registered investment advisor (RIA) space, where we assist breakaway brokers from major financial institutions in setting up their own independent advisory firms. This includes corporate structuring, contract work, and M&A, distinguishing us from typical regulatory compliance firms. Our unique approach and deep understanding of the RIA sector make us a leading firm in this rapidly growing industry.Speaking, Training, and Consulting:I also share insights into my speaking, training, and consulting company. I offer workshops on negotiating and deal-making, referencing my book, "Authentic Negotiating." Emphasizing the importance of providing value through content rather than self-promotion, I take this opportunity to inform new listeners about our firm's capabilities. Our training sessions are designed to equip entrepreneurs and business leaders with the skills needed to navigate complex negotiations and achieve successful outcomes.Global Reach and Tax Capabilities:Our extensive network of attorneys and strong tax capabilities, both domestic and international, allow us to assist U.S. clients with foreign relationships and foreign companies operating in the U.S. This global reach enhances our ability to provide comprehensive services to our clients.Looking Ahead:I reaffirm my commitment to continue the podcast, aiming for many more episodes beyond the upcoming 300th milestone. Thank you to everyone who has supported us, and I look forward to bringing you more valuable content.Join us in this special solocast as we celebrate the milestones of DealQuest and look forward to the future with excitement and anticipation. Whether you're a long-time listener or just joining us, this episode is a testament to the power of community and the impact of shared knowledge.Tune in to Episode 299 - Solocast 67 to join the celebration and be part of our journey towards even greater heights.• • •For a comprehensive exploration of our services and niche expertise:Listen to the Full DealQuest Podcast Episode Here: https://www.coreykupfer.com/podcasts/dealquest-podcast-with-corey-kupfer • • •FOR MORE ON COREY KUPFER:[Corey Kupfer's LinkedIn](https://www.linkedin.com/in/coreykupfer/)[Corey Kupfer's Website](http://coreykupfer.com/) 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

In this insightful episode of the DealQuest Podcast, I have the pleasure of speaking with Courtenay Shipley, the founder and chief planologist of Retirement Planology. With a unique blend of expertise in investment analysis, plan design, and employee education, Courtenay's firm is at the forefront of consulting and advisory services for corporate-sponsored retirement plans.Courtenay Shipley's firm, Retirement Planology, specializes in consulting and advisory services for corporate-sponsored retirement plans, including 401(k), 403(b), and 457 plans. Her firm helps companies manage fiduciary responsibilities and best practices to ensure these plans serve both the organization and its employees. With her multiple designations, including accredited investment fiduciary and certified exit planning advisor, Courtenay emphasizes the importance of retirement plans in attracting and retaining key talent. Understanding the Role of Retirement Plans in M&A Courtenay explains the intricacies of handling retirement plans in M&A transactions. She highlights the critical differences between asset sales and stock sales and the due diligence required to navigate these deals successfully. Asset sales typically leave retirement plans with the seller, while stock sales transfer them to the buyer, making thorough examination essential to avoid hidden risks. Common Challenges and Solutions in Retirement Plan Management Courtenay discusses common mistakes in retirement plan management, such as improper employee enrollment and payroll system mishandling. She advises outsourcing to specialists, like ERISA attorneys, for thorough review and proper handling of retirement plans. Ensuring accurate records and compliance is crucial to preventing future complications. The Impact of Retirement Plans on Employee Retention Effective communication and planning during M&A can significantly impact employee satisfaction and retention. Courtenay emphasizes the need for competitive and compliant retirement and health plans to ensure successful post-acquisition integration. Properly managed retirement plans can prevent employee turnover and dissatisfaction. Current Trends and Legislative Changes We touch on recent legislation, including the SECURE Acts, which aim to expand retirement plan coverage to long-term part-time employees. These changes are designed to increase retirement savings through employer-sponsored plans, which are more effective than individual IRAs. Insights on Personal and Professional Freedom Courtenay also shares her personal views on the significance of freedom, particularly the freedom of choice in spending time, both presently and in retirement planning. Proper retirement plans provide employees with choices and security, contributing to overall satisfaction.Courtenay Shipley emphasizes the importance of anticipating potential issues related to retirement plans during M&A, maintaining compliance, and clear communication to ensure smooth transitions and employee satisfaction. Her insights highlight the need for expertise, preparation, and strategic planning in managing retirement plans within corporate transactions.Join us for Episode 298 as we delve into the world of retirement plans and their pivotal role in mergers and acquisitions. Whether you're an entrepreneur, business leader, or simply interested in corporate retirement strategies, this episode offers valuable insights into navigating these complex deals.Tune in to Episode 298 to learn more about Courtenay Shipley's strategic approach to retirement plans and how it can benefit your organization.• • •For an in-depth understanding of Courtenay Shipley's expertise and the intricacies of retirement planology: Listen to the Full DealQuest Podcast Episode Here: [https://www.coreykupfer.com/podcasts/dealquest-podcast-with-corey-kupfer]• • •FOR MORE ON COREY KUPFER:[Corey Kupfer's LinkedIn](https://www.linkedin.com/in/coreykupfer/)[Corey Kupfer's Website](http://coreykupfer.com/) 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

In this insightful solocast of the DealQuest Podcast, I delve into the nuances of the dealmaker's mindset, a topic I recently presented at the Entrepreneurs' Organization Global Leadership Conference in Singapore. This episode is a treasure trove for entrepreneurs and business leaders looking to expand their horizons beyond the conventional entrepreneurial mindset. I emphasize the often-overlooked mindset of dealmakers and how it can significantly enhance business growth and problem-solving capabilities. The Entrepreneur vs. Dealmaker Mindset: While the entrepreneurial mindset is widely recognized for its emphasis on risk-taking, vision creation, and innovation, the dealmaker's mindset remains less explored. Dealmakers utilize strategic tools such as mergers and acquisitions (M&A), joint ventures, and strategic alliances to drive growth and solve business challenges. Strategic Deals as a Growth Lever: The episode illuminates how strategic deals such as mergers and acquisitions, joint ventures, and alliances can be potent tools for business expansion.Instead of relying solely on organic growth, businesses can leverage joint ventures, strategic alliances, or even employee-sharing arrangements. For instance, Kupfer shares his experience of his firm temporarily sharing attorneys with another firm to address staffing needs. The ‘Acqui-hire' Strategy: The concept of ‘acqui-hire', a strategic move to acquire entire teams instead of individual hires, which can revolutionize how businesses tackle talent acquisition. This can benefit entrepreneurs who wish to concentrate on their passions without the administrative burdens of running a business. It can also be useful for established business owners looking to simplify their roles while continuing to contribute meaningfully to their companies through such strategic acquisitions. Workshop Revelations: We unpack the dealmaker mindset with practical applications. Participants shared their biggest business challenges and explored potential deals as solutions. Common issues included talent acquisition, market expansion, and overall growth.Here's a powerful shift: just like there's an app for almost everything, there's often a "deal" for business problems. This approach encourages looking beyond traditional organic growth strategies.For example, talent acquisition struggles can be addressed through acquisitions or "acqui-hire" deals. Companies acquire entire companies to secure their talented teams, offering a solution to the challenge of hiring top talent. Shifting Mindsets: The key takeaway is the mindset shift from thinking solely as an entrepreneur to also thinking as a dealmaker. Recognize that there's often a deal that can address specific business challenges. By adopting this perspective and exploring various types of deals, businesses can unlock creative solutions, accelerate growth, and thrive in today's dynamic market.Join us in this insightful solocast as I unravel the layers of the dealmaker mindset and its impact on entrepreneurial success. Whether you're an aspiring entrepreneur or a seasoned business owner, this episode is a must-listen for anyone looking to think outside the box and propel their business forward.Tune in to Episode 295 - Solocast 66 to discover how you can harness the power of deals to overcome your business hurdles and achieve new heights.• • •For a comprehensive exploration of the dealmaker's mindset and practical applications:Listen to the Full DealQuest Podcast Episode Here: https://www.coreykupfer.com/podcasts/dealquest-podcast-with-corey-kupfer • • •FOR MORE ON COREY KUPFER:[Corey Kupfer's LinkedIn](https://www.linkedin.com/in/coreykupfer/)[Corey Kupfer's Website](http://coreykupfer.com/) 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.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!