Season 1
Episodes
Episode 227: A Very Special ‘Best Of’ Episode with Corey Kupfer
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...
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Episode 226: Networking and Diversifying Skills: The Key to Private Equity Success with Gabe Galvez
Gabriel (Gabe) Galvez is a career entrepreneur turned private equity investor. Starting his entrepreneurial journey at a young age, Gabe achieved a successful exit from his first company at the age of 23. He...
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Episode 225: The Growing Debate over on the Use and Legality of Restrictive Business Covenants with Corey Kupfer
In recent years, there has been a growing debate over the use and legality of non-compete agreements or clauses. I’d like to take a moment with you to discuss non-compete agreements and this ever-increasing...
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Episode 224: Navigating Technology and the Future of Work with Jeff Wald
Jeff Wald is a serial entrepreneur, author, speaker, investor, and board member. He co-founded Work Market, which was acquired by ADP in 2018, and founded Spinback, which was purchased by Salesforce.com. He has served...
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Episode 223: Building Your Investment Portfolio: Playing Offense-Defense and Leveraging Your Wealth with Denver Nowicz
Founder of WealthForLife.net, Denver Nowicz, is a seasoned fiduciary with over 20 years of experience in the financial industry. As a fiduciary, Denver is committed to always acting in the best interests of his...
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Episode 222: Navigating the SBA Loan Landscape with Bruce Marks
Bruce Marks, an expert in mergers and acquisitions lending, is a well-respected figure in the industry with over 35 years of experience in SBA lending. He specializes in deals with enterprise values between $3 - $8...
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Episode 221: M&A Talk with Leading RIA Aggregators and Integrators: Claire O’Keefe of Cerity Partners
Claire O'Keefe has an impressive resume in the wealth management industry. As Partner and the Head of Partner Development in Cerity Partners’ Chicago office, she also serves as member of the company’s Executive...
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Episode 220: The Art of Balancing Market Conditions and Client Motivations in Deals with Corey Kupfer
In the wealth management industry, deals have been reaching record-breaking levels in recent years; however, a recent DeVoe report showed a significant drop in deals in October 2022, which raised concerns among...
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Episode 219: M&A Talk with Leading RIA Aggregators and Integrators: Stan Gregor of Summit Financial
Stan Gregor, CEO of Summit Financial, is a seasoned business leader with over 30 years of experience in various industries such as banking, wealth management, insurance, and investment banking. Throughout his career,...
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Episode 218: Bringing the Digital Information Age to Wealth Management with Thomas Samuelson
homas Samuelson, founder of BRON Investor Network, is a seasoned professional in the finance and capital markets industry with over 30 years of experience. Thomas has an impressive background in finance and capital...
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Episode 217: Finding the Sellability of a Business with Jennifer Smith Broeckling
Jennifer Smith Broeckling is a finance expert and relational extrovert, making her an ideal advisor for owners and acquirers of middle market enterprises. She values collaboration over command, believing that success...
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Episode 216: M&A Talk with Leading RIA Aggregators and Integrators: Marty Bicknell of Mariner Wealth Advisors
Marty Bicknell is the CEO and President of Mariner Wealth Advisors. As CEO and President, he drives the strategic direction for the firm, coming up with innovative solutions to help meet the needs of Mariner’s...
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