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Episodes
Episode 201: M&A Talk with Leading RIA Aggregators and Integrators: Matthew Cooper of Beacon Pointe Advisors
There are many impressive things about Matthew Cooper. In addition to being featured in Forbes Magazine, he was named a finalist for “Individual Thought Leader of the Year” for the 2019 WealthManagement.com Wealthies...
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Episode 200: Setting yourself apart in short-term rentals with Alex Jarbo
A native of Detroit Michigan, Alex Jarbo didn’t grow up wanting to be a short-term rental developer. In his teenage years, Alex developed a deep respect for engineering, especially aerospace engineering. But like most...
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Episode 199: M&A Talk with Leading RIA Aggregators and Integrators: Introduction with Corey Kupfer
On Wednesday’s episode of the DealQuest Podcast, I discussed attending two RIA M&A conferences, and how I felt inspired to create a special series on the DealQuest Podcast dedicated only to the topic of the...
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Episode 198: M&A Conferences In The RIA Space with Corey Kupfer
In the RIA M&A arena, fall is a busy time for conferences. I had the pleasure to attend two such conferences recently, both run by quality investment banking firms competing against one another in the RIA market....
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Episode 197: Making Your Business Attractive to Buyers with John Warrillow
As an expert at selling businesses, John Warrillow has had his fair share of ups and downs in making businesses attractive to potential buyers; however, his goal wasn’t always to sell businesses. In fact, as a child,...
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Episode 196: Two Can Be Better Than One: M&A and Building Boards with Brad Feld & Matt Blumberg
When discussing entrepreneurialism and venture capital, sometimes the conversation can be greatly beneficial when it’s opened to beyond just two people. On episode 196 of the DealQuest Podcast, Corey does just that –...
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Episode 195: From Bicycle Ice Cream Truck to Serial Entrepreneur with Craig Swanson
Craig Swanson is an entrepreneur, CEO, business coach, and founder of CreativeLive, a free-to-use, live online global classroom designed to educate entrepreneurs. He also likens himself as a “secret weapon” as a...
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Episode 194: International Deals with Corey Kupfer
Business has many facets, and Corey covers one of the largest parts of business: deal making; however, deal making itself has many facets and forms. The larger your proposed deal becomes, the more intricate the...
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Episode 193: Professional Failure with Justin Skinner
Growing up on a farm in the Midwest of the U.S., Justin Skinner had no intent or idea of becoming a real estate investor or author. In fact, he wanted to be a professional baseball player from the age of two, when his...
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Episode 192: Upgrade Your Company's Marketing To Better Deals with Wayne Mullins
Over the past 20 years, Wayne Mullins has proven himself a versatile professional. Wayne has worked with clients in over 100 industries, from nonprofit organizations to multi-million -dollar enterprises. He expertises...
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Episode 191: Achieving Financial Stability Through Real Estate with Jack Gibson
From his college dorm making direct sales, Jack Gibson began his journey at age 19, where he built a multimillion-dollar venture before he was old enough even to rent a car. After several stock market setbacks, he...
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Episode 190: How To Close the Deal with Corey Kupfer
After finding the deal, structuring it, doing due diligence, and possibly a lot of negotiating with the counterparty, the most awaited part has arrived: closing the business deal. Whether you’re a first-time business...
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