All Episodes
Episodes
Episode 96: Deals For Small Businesses with Corey Kupfer
It’s a myth that deals can only be done by big companies with big money. While I do have guests who share about large deals involving large amounts of capital, it doesn’t mean that those are the only deals out there....
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Episode 95: The Power of Feeling Worthy with Renee Reese
Renee Reese is The Worthiness Queen. She helps leaders, entrepreneurs, and professionals heal their relationship with money and success and finally experience the power of feeling worthy of their next-level dreams....
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Episode 94: Internal Succession with Michael Vann
Today’s guest, Michael Vann, is a highly motivated and driven Business & Transaction Advisor at the Vann Group with over 18 years of experience in both corporate and entrepreneurial settings. He also works with...
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Episode 93: Create and Transfer Business Value with Laurie Barkman
This week, Laurie Barkman shares all about the art of creating and transferring business value. Listen in to learn more about:
Laurie’s Early Start
Healthy Succession Planning
Family Businesses, Family Values
Top...
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Episode 92: Deal-Making During The Covid Era
Now that we’re over six months into this pandemic, let’s talk specifically about deal-making during the Covid era. On this solocast I’ll cover:
Why It’s Hard to Compare Covid to Other Eras
Deal-Making Isn’t Going...
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Episode 91: Navigating the M&A Industry with David DeVoe
David DeVoe founded DeVoe & Company in 2011, and has been named ‘RIA M&A Guru’ by Barron’s. He shares RIA M&A trends, notes on Covid-19, and thoughts on succession and human capital. Listen in today as we...
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Episode 90: The BEST OF Company Founders with Corey Kupfer
You’ll hear from Niles Heron, Julia Pimsleur, Brian Smith, Damon Gersh, and Chris Wilkerson! If you’ve been a founder, are currently a founder, or would like to be a company founder one day, this one's for you! Tune...
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Episode 89: A Capital Raising Journey with Sherisse Hawkins
Sherisse Hawkins is the creative minded CEO & founder of Pagedip. She has a strong engineering background and a proven record of re-imagining how things can be done. She’s appeared in Vanity Fair and Shark Tank....
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Episode 88: Internal Succession Deals
This week on the solocast I shed some light on the sort of pre-planning that goes into internal succession deals. Listen in to hear more about:
Creating a Pool of Buyers
Advantages of Internal Succession...
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Episode 87: Deal-Making Lessons with Jay Hummel
Jay Hummel co-founded WAGN, which is on it’s way to becoming a billion dollar independent wealth management firm in under 10 months (joining the other 330 that have managed to reach that level of success). He joined...
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Episode 86: Unique, Revenue Generating Deals with Noah Rosenfarb
Noah Rosenfarb counsels entrepreneurs that are looking for ways to enhance their wealth while working less, living more. and enjoying financial abundance. He shares about some really unique deals his firm has created...
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Episode 85: Seed Stage Venture Capital Funds, with Nick Adams
Today’s guest, Nick Adams, is a Managing Partner and co-founder at Differential Ventures, a seed stage venture capital fund. Nick’s been part of growth and deals connected to scaling from two million to ten, or ten...
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