All Episodes
Episodes
Episode 397: Achieving 97% Client Retention in Practice Transitions with Jerry Blakely
From buying his first practice from a trusted friend to achieving 97% client retention when selling his own 700-client firm, Jerry Blakely shares the emotional strategies that make RIA practice transitions succeed...
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Episode 396: Do You Actually Want to Be a Deal Maker with Corey Kupfer
From year-end deal crunches to honest conversations about risk tolerance and self-knowledge, Corey Kupfer makes the candid case for why deal making may not be for every entrepreneur, and what it actually takes if you...
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Episode 395: Building Exit-Ready Businesses with Marty Fahncke
From grassroots soccer parks to $600 million exits, Marty M. Fahncke reveals why every dollar of EBITDA sacrificed for tax savings costs you seven on a multiple, how the build versus buy decision needs a reality...
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Episode 394: Navigating Multiple Exits Across Tech's Evolution with Raj Singh
From installing network cards as a teenager to navigating four successful exits across decades of tech evolution, Raj Singh shares lessons on acquisition timing, building buyer relationships, and the emotional journey...
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Episode 393: From Failed Investments to 70+ Startups with Andrew Ackerman
From losing his entire $25,000 life savings on his first investment to backing over 70 startups, Andrew Ackerman shares proven strategies for evaluating founders, testing assumptions cheaply, and why the best...
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Episode 392: How to Actually Get Your Deals Across the Finish Line with Corey Kupfer
After 35+ years of closing deals across industries, Corey Kupfer shares the practical strategies that separate deals that close from deals that die in the final stretch. This remastered solocast from the early days of...
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Episode 391: How to Maximize Your Company's Sale Value with Greg Waller
From sandblasting pipe yards at 17 to advising on $10-200M M&A transactions, Dr. Greg Waller shares proven strategies for maximizing business exit value, managing buyer expectations, and why the best time to...
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Episode 390: Tax-Smart Exit Planning with David Flores Wilson
From Olympic sprinter to trusted advisor helping entrepreneurs save millions in taxes, David Flores Wilson shares proven strategies for QSBS planning, equity compensation design, and preparing business owners for...
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Episode 389: From Startup to PE Exit in Three Years with Josh Davis
From ten years of entrepreneurial struggles to PE exit in three years, Josh Davis shares proven strategies for scaling through acquisitions, building proprietary systems, and navigating the identity shift that follows...
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Episode 388: Navigate International Deals Successfully with Corey Kupfer
In this remastered DealQuest solocast, Corey Kupfer shares insights from over 35 years of cross-border deal-making experience. Originally recorded when the podcast was still called Fueling Deals, this episode remains...
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Episode 387: Mastering Debt Decisions and Alternative Investments with Stas Sukhinin
From investment banker to crypto fund strategist, Stas Sukhinin shares insider perspectives on how credit committees really make decisions, why over-leveraged companies fail fast during downturns, and where...
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Episode 386: The $12 Million Lesson Hiding in Your Head with Adi Klevit
From process consultant to helping businesses increase their enterprise value through systematization, Adi Klevit shares proven strategies for documenting operations, preparing companies for successful exits, and...
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