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deal-driven growth and negotiations?

Buyers and Sellers: Times Have Changed

The landscape of the wealth management field is ever-changing, and the changes in the industry have affected the deals as …

Is the RIA Profession In Severe Decline?

“The RIA industry is not in decline; it is just maturing,” said Corey Kupfer, founder of Kupfer & Associates in …

Obtaining Capital and Investors

For certain businesses, it is essential to raise capital to get to the next level. One of the key ways …

Being Prepared to Acquire Another Firm

For many financial advisory firms, bigger is better. One of the best ways to increase a practice’s scale and profitability …

How Using Influencers Can Help You With Your Deals

Using social media influencers may not be the first strategy that comes to your mind when you think about getting …

Why Deals Are Essential To Every Business

I’ve been working in the business of deals and negotiations for more than 30 years, both as a successful entrepreneur …


THE Podcast
for Accelerated Growth!

Become a Deal Magnet

Corey’s weekly guests share insider tips for recognizing, structuring and closing deals to grow your company!

The Book


Master the three keys to true negotiating success with this Amazon Best-Seller by Corey Kupfer.