Season 1
Episodes
Episode 405: Reducing Lifetime Tax Drag for Business Owners with Omar Morillo
When Omar Morillo talks about wealth management for entrepreneurs, he focuses on one core idea: reducing lifetime tax drag across income, investments, business operations, and eventual liquidity events. The earlier...
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Episode 404: What Makes a True Dealmaker with Sara Mostafa
From sketching fashion designs as a kid to leading complex M&A and private equity deals, Sara Mostafa shares what separates true dealmaking attorneys from ordinary transactional lawyers, why minority investment...
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Episode 403: Mastering Post-Deal Integration with Mark Sims
From experiencing an acquisition early in his career when the AT&T division he worked for was sold to a UK private equity firm, to time at $4 billion Scotts Miracle-Gro where the company created what it called the...
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Episode 402: Building a Transferable Business and Surviving the Exit with Nate Collins
From buying into a mismanaged family business on his mother's advice to selling at an incredibly high multiple to a PE-backed acquirer, Nate Collins shares how he built a transferable licensing company, what the...
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Episode 401: Protecting Cross-Border Deals from the Inside Out with Stephanie Pimentel
From the Bronx to 17 years of boots-on-the-ground relationships across Latin America, Stephanie Pimentel shares the workforce governance, cultural alignment, and regulatory pitfalls that quietly cost U.S. companies...
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400 Episodes, One Mission: The Story Behind DealQuest with Corey Kupfer
Nearly 8 years, 400 episodes, and close to 30,000 monthly listens: Corey Kupfer shares how the DealQuest Podcast started as a solution to a real business problem, what the guest relationship strategy actually produces...
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Episode 399: From Dot-Com Survivor to Fractional CFO with Salvatore Tirabassi
From dot-com survivor to fractional CFO, Salvatore Tirabassi shares how his venture capital and private equity background enables him to deliver PE-grade financial strategy to founder-owned businesses, why the AI...
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Episode 398: Building a Business Partnership That Lasts with Leah and Becca Wiser
From printing a pitch deck in 8th grade to accidentally raising their first angel investment, building a 100,000-person wellness app with no salary for five years, and pivoting into a web design business that has...
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Episode 397: Achieving 97% Client Retention in Practice Transitions with Jerry Blakely
From buying his first practice from a trusted friend to achieving 97% client retention when selling his own 700-client firm, Jerry Blakely shares the emotional strategies that make RIA practice transitions succeed...
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Episode 396: Do You Actually Want to Be a Deal Maker with Corey Kupfer
From year-end deal crunches to honest conversations about risk tolerance and self-knowledge, Corey Kupfer makes the candid case for why deal making may not be for every entrepreneur, and what it actually takes if you...
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Episode 395: Building Exit-Ready Businesses with Marty Fahncke
From grassroots soccer parks to $600 million exits, Marty M. Fahncke reveals why every dollar of EBITDA sacrificed for tax savings costs you seven on a multiple, how the build versus buy decision needs a reality...
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Episode 394: Navigating Multiple Exits Across Tech's Evolution with Raj Singh
From installing network cards as a teenager to navigating four successful exits across decades of tech evolution, Raj Singh shares lessons on acquisition timing, building buyer relationships, and the emotional journey...
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