Season 1
Episodes
Episode 230: Ensuring Success in Mergers and Acquisitions with Chris Winn
In the RIA space, regulatory compliance is crucial for firms on an ongoing basis. In the context of deals -- such as advisor onboarding or large acquisitions -- firms must ensure that they are performing due diligence...
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Episode 229: Banking Failures: What Dealmakers Need to Know
The recent collapse of Silicon Valley Bank (SVB) and Signature Bank (SB) in March 2023 has sent shockwaves through the financial industry, leading many to speculate on the potential consequences for the deal market....
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Episode 228: The Art of Choosing the Right Business Partner with Matthew Holman and David Bradley
Matthew Holman and David Bradley are co-founders and co-owners of Q, a SaaS company that specializes in helping businesses transition to a subscription model. David founded the company with a partner from a consulting...
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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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