Season 1
Episodes
Episode 407: Due Diligence, Tax Strategy, and Deal Structuring with Alex Lopez
From selling candy in school as a kid in Medellin and getting robbed by his business partner, to riding the South Florida real estate boom and losing everything in the crash before he was twenty, Alex Lopez, CPA built...
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Episode 406: How to Franchise a Skilled Trades Business with Jack Clark
When Jack Clark talks about building 180 Water Franchising, he focuses on one core idea: creating a replicable model in an industry that has never had one. The water well business has always been built around...
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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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