Season 1
Episodes
Episode 206: Should Uncertainties In The Market Impact Your Deal-Making? with Corey Kupfer
There are undoubtedly many uncertainties and changes happening in the economy right now. Many businesspeople are feeling those uncertainties currently due to the stock market correction, increasing interest rates,...
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Episode 205: M&A Talk with Leading RIA Aggregators and Integrators: Allworth Financial with Pat McClain
Pat McClain, Senior Partner and Co-Founder of Allworth Financial is much more than his company. He is distinguished in the RIA industry, co-hosting for more than two decades Allworth Financial’s Money Matters, one of...
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Episode 204: Breaking Away and Strategic Growth with Phil Fiore
Having more than 25 years of experience, Procyon Partners’ Co-Founder, Phil Fiore, has extensive experience and expertise in the investment advisory space. In addition to being a co-founder of Procyon in 2017, Phil...
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Episode 203: M&A Talk Series: Holiday Schedule with Corey Kupfer
Episode 202: From Sports Star to High-Powered Real Estate Investment with Logan Freeman
Co-Founder, Chief Development Officer, and Principal of FTW Investments, Logan Freeman, is uniquely talented in investments while remaining compassionate. Alongside his fellow co-founders, Cory Tuck and Parker Webb,...
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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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