All Episodes
Episodes
Episode 45: Get Creative With Your Exit Strategy, with Carl Gould
Carl Gould is a worldwide leading authority on business and entrepreneurship. His company, 7 Stage Advisors helps organizations grow to the next level. He is an entrepreneur who built three multi-million dollar...
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Episode 44: Clarity, Detachment, and Equilibrium in Negotiations, with Corey Kupfer
My name is Corey Kupfer and I’ve been doing deals and negotiating professionally for more than 30 years, both as a successful entrepreneur and as an attorney. My goal is to help you strategize, plan for, find, and...
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Episode 43: Leverage Your Intellectual Property, with Bill Cates
Bill Cates is an internationally recognized client-acquisition expert, author, and speaker who motivates others to take action with proven strategies.
A successful entrepreneur, Bill started and sold two book...
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Episode 42: Strategic Deals in the Lower-Middle Market, with Gary Kane
Gary B Kane founded Chimera Strategies in 2011. Prior to founding Chimera Strategies, Gary gained valuable experience in various roles on both Wall Street and on Main Street including equity research, corporate...
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Episode 41: Doing Deals as an Early-Stage Entrepreneur, with Ralph Peterson
Uneducated, unskilled, but unwilling to give up, Ralph Peterson quit high school at the age of 16 when he was told he was a hands-on learner and destined for manual labor jobs.
After working for more than eight years...
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Episode 40: Growing as a Dealmaker, with Corey Kupfer
My name is Corey Kupfer and I’ve been doing deals and negotiating professionally for more than 30 years, both as a successful entrepreneur and as an attorney. My goal is to help you strategize, plan for, find, and...
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Episode 39: Corporate Therapy: How to Get Your Team Working Together, with Dr. Rachel Headley
Rachel is the CEO of Rose Group International, a company that specializes in problem-solving by providing best-in-class organizational efficiency coaching and training to address challenges around teamwork,...
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Episode 38: Evolving With the RIA Industry, with David Selig
David has over twenty years of experience in M&A, management consulting and financial services. For his buy-side and sell-side clients, David serves as a champion and advocate as he shepherds them through their...
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Episode 37: Deal Design: Get Creative With Your Real Estate Strategy, with Gary Wilson
At age 40, Gary Wilson retired as Corporate Vice-President, Mergers & Acquisitions in National Banking. His history since has been in guiding individuals to wealth and income with real estate. In the first 6...
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Episode 36: The Echelon Partners Deal & Deal Makers Summit, with Corey Kupfer
My name is Corey Kupfer and I’ve been doing deals and negotiating professionally for more than 30 years, both as a successful entrepreneur and as an attorney. My goal is to help you strategize, plan for, find, and...
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Episode 35: Strategic Partnerships in Wealth Management, with Lisa Rapuano
As CFO of Facet Wealth, Lisa Rapuano is an advisor focused on bringing holistic financial planning and investment management to the mass affluent market. They provide full planning through a dedicated CFP (TM)...
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Episode 34: The Seven Figure Club, with Julia Pimsleur
Julia Pimsleur is Founder & Chief Empowerista at the social venture she founded, Million Dollar Women (MDW).
MDW has four main programs – an online business school, Mingle & Mentor events in NYC, an annual...
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