300 episodios

Why do some companies grow by leaps and bounds while others only inch forward? Simple. They embrace Deal-Driven Growth in addition to organic growth! DealQuest is where you learn how to strategize, prepare for, find, and complete deals to grow your company faster.Listen in as host Corey Kupfer takes you behind the scenes with some of the world’s most fascinating deal-savvy business leaders. This is the one place where they can share openly the secret to deals they have done (or failed to do) and the issues, opportunities, benefits, pitfalls and lessons learned.Here you learn first-hand all about:Powerful deals that require little capital Mergers, acquisitions, and tuck-insJoint ventures, partnerships, and strategic alliancesLicensing, raising capital and onboarding key employeesNegotiating, structuring, finding, valuing, closing and integrating dealsDon’t be the one at the table who doesn’t grasp the power of Deal-Driven Growth! See acast.com/privacy for privacy and opt-out information.

DealQuest Podcast with Corey Kupfer Corey Kupfer

    • Noticias

Why do some companies grow by leaps and bounds while others only inch forward? Simple. They embrace Deal-Driven Growth in addition to organic growth! DealQuest is where you learn how to strategize, prepare for, find, and complete deals to grow your company faster.Listen in as host Corey Kupfer takes you behind the scenes with some of the world’s most fascinating deal-savvy business leaders. This is the one place where they can share openly the secret to deals they have done (or failed to do) and the issues, opportunities, benefits, pitfalls and lessons learned.Here you learn first-hand all about:Powerful deals that require little capital Mergers, acquisitions, and tuck-insJoint ventures, partnerships, and strategic alliancesLicensing, raising capital and onboarding key employeesNegotiating, structuring, finding, valuing, closing and integrating dealsDon’t be the one at the table who doesn’t grasp the power of Deal-Driven Growth! See acast.com/privacy for privacy and opt-out information.

    Episode 299: Celebrating Milestones: Reflecting on DealQuest's Journey to the Top 1% with Corey Kupfer

    Episode 299: Celebrating Milestones: Reflecting on DealQuest's Journey to the Top 1% with Corey Kupfer

    Corey Kupfer: DealQuest: Podcast: Blog & Social Media Blurb: Episode 299 (Solocast 67)

    Celebrating Milestones: Reflecting on DealQuest's Journey to the Top 1%
    In this celebratory solocast of the DealQuest Podcast, I take a moment to reflect on the incredible journey we've embarked on together. As we approach the 300th episode, marking nearly six years of insightful conversations and invaluable lessons, I want to extend my deepest gratitude to you, our listeners, and contributors.This episode is a heartfelt thank you to each one of you who has been part of our growth from a modest beginning to over 35,000 monthly listens, placing us in the top 1% on Listen Notes.

    Kupfer PLLC: A Firm Built on Expertise and Niche Marketing:
    In this episode, I share the evolution of my firm, Kupfer PLLC, previously known as Kupfer & Associates, PLLC, and how we rebranded following the addition of my partner, Brian Megan. With offices in New York and Denver, our firm specializes in deals and corporate work, including: Mergers & Acquisitions (M&A), Joint Ventures, Contractual and Strategic Advisory Services. We cater to a diverse range of clients, from entrepreneurs to large corporations, focusing on niche marketing to build a strong reputation in the industry.

    Expertise in Deals and Corporate Services:
    Our firm’s extensive experience in corporate services encompasses entity formation, operating agreements, and employment agreements. We also handle ancillary business needs such as leasing, trademark work, and sophisticated tax services. We emphasize our expertise without generalizing, ensuring our marketing strategy remains focused and our reputation robust.Niche Expertise in RIA Space:I elaborate on our niche expertise in the registered investment advisor (RIA) space, where we assist breakaway brokers from major financial institutions in setting up their own independent advisory firms. This includes corporate structuring, contract work, and M&A, distinguishing us from typical regulatory compliance firms. Our unique approach and deep understanding of the RIA sector make us a leading firm in this rapidly growing industry.Speaking, Training, and Consulting:I also share insights into my speaking, training, and consulting company. I offer workshops on negotiating and deal-making, referencing my book, "Authentic Negotiating." Emphasizing the importance of providing value through content rather than self-promotion, I take this opportunity to inform new listeners about our firm’s capabilities. Our training sessions are designed to equip entrepreneurs and business leaders with the skills needed to navigate complex negotiations and achieve successful outcomes.Global Reach and Tax Capabilities:Our extensive network of attorneys and strong tax capabilities, both domestic and international, allow us to assist U.S. clients with foreign relationships and foreign companies operating in the U.S. This global reach enhances our ability to provide comprehensive services to our clients.Looking Ahead:I reaffirm my commitment to continue the podcast, aiming for many more episodes beyond the upcoming 300th milestone. Thank you to everyone who has supported us, and I look forward to bringing you more valuable content.Join us in this special solocast as we celebrate the milestones of DealQuest and look forward to the future with excitement and anticipation. Whether you're a long-time listener or just joining us, this episode is a testament to the power of community and the impact of shared knowledge.Tune in to Episode 299 - Solocast 67 to join the celebration and be part of our journey towards even greater heights.• • •For a comprehensive exploration of our services and niche expertise:Listen to the Full DealQuest Podcast Episode Here: https://www.coreykupfer.com/podcasts/dealquest-podcast-with-corey-kupfer • • •FOR MORE ON COREY KUPFER:[Corey Kupfer's LinkedIn](https://www.linkedin.com/in/coreykupfer/)[Corey Kupfer's Website](http://coreykupfer.com/)

    • 17 min
    Episode 298: Exploring Corporate Retirement Plans in M&A with Courtenay Shipley

    Episode 298: Exploring Corporate Retirement Plans in M&A with Courtenay Shipley

    In this insightful episode of the DealQuest Podcast, I have the pleasure of speaking with Courtenay Shipley, the founder and chief planologist of Retirement Planology. With a unique blend of expertise in investment analysis, plan design, and employee education, Courtenay’s firm is at the forefront of consulting and advisory services for corporate-sponsored retirement plans.Courtenay Shipley’s firm, Retirement Planology, specializes in consulting and advisory services for corporate-sponsored retirement plans, including 401(k), 403(b), and 457 plans. Her firm helps companies manage fiduciary responsibilities and best practices to ensure these plans serve both the organization and its employees. With her multiple designations, including accredited investment fiduciary and certified exit planning advisor, Courtenay emphasizes the importance of retirement plans in attracting and retaining key talent.

    Understanding the Role of Retirement Plans in M&A
    Courtenay explains the intricacies of handling retirement plans in M&A transactions. She highlights the critical differences between asset sales and stock sales and the due diligence required to navigate these deals successfully. Asset sales typically leave retirement plans with the seller, while stock sales transfer them to the buyer, making thorough examination essential to avoid hidden risks.

    Common Challenges and Solutions in Retirement Plan Management
    Courtenay discusses common mistakes in retirement plan management, such as improper employee enrollment and payroll system mishandling. She advises outsourcing to specialists, like ERISA attorneys, for thorough review and proper handling of retirement plans. Ensuring accurate records and compliance is crucial to preventing future complications.

    The Impact of Retirement Plans on Employee Retention
    Effective communication and planning during M&A can significantly impact employee satisfaction and retention. Courtenay emphasizes the need for competitive and compliant retirement and health plans to ensure successful post-acquisition integration. Properly managed retirement plans can prevent employee turnover and dissatisfaction.

    Current Trends and Legislative Changes
    We touch on recent legislation, including the SECURE Acts, which aim to expand retirement plan coverage to long-term part-time employees. These changes are designed to increase retirement savings through employer-sponsored plans, which are more effective than individual IRAs.

    Insights on Personal and Professional Freedom
    Courtenay also shares her personal views on the significance of freedom, particularly the freedom of choice in spending time, both presently and in retirement planning. Proper retirement plans provide employees with choices and security, contributing to overall satisfaction.Courtenay Shipley emphasizes the importance of anticipating potential issues related to retirement plans during M&A, maintaining compliance, and clear communication to ensure smooth transitions and employee satisfaction. Her insights highlight the need for expertise, preparation, and strategic planning in managing retirement plans within corporate transactions.Join us for Episode 298 as we delve into the world of retirement plans and their pivotal role in mergers and acquisitions. Whether you're an entrepreneur, business leader, or simply interested in corporate retirement strategies, this episode offers valuable insights into navigating these complex deals.Tune in to Episode 298 to learn more about Courtenay Shipley’s strategic approach to retirement plans and how it can benefit your organization.• • •For an in-depth understanding of Courtenay Shipley’s expertise and the intricacies of retirement planology: Listen to the Full DealQuest Podcast Episode Here: [https://www.coreykupfer.com/podcasts/dealquest-podcast-with-corey-kupfer]• • •FOR MORE ON COREY KUPFER:[Corey Kupfer's LinkedIn](https://www.linkedin.com/in/coreykupfer/)[Corey Kupfer's Website](http://corey

    • 44 min
    Episode 297: Influencer and Sponsorship Deals with Ramon Ray

    Episode 297: Influencer and Sponsorship Deals with Ramon Ray

    Ramon Ray is a four-time entrepreneur, speaker and bestselling author. His work has been featured in the New York Times, Fox Business, MSNBC and other national media, he has been recognized on the WeWork “40 over 40” list, and he is the author of over ten thousand articles and blog posts and four books on business. Ramon is also the editor and founder of Smart Hustle Magazine and the founder of the website smallbiztechnology.com.

    What You Will Learn:


    Ramon shares how his career path began with a desire as a child to join the FBI, and how he has worked his way through entrepreneurship to teaching other business leaders and brands.
    Learn how Ramon does marketing deals with sponsors and brands, and hear his case study of a typical deal he would do, how he would help the brand, and how he would structure the deal.
    Learn why “micro-influencing” is a powerful and cost-effective tool. Ramon shares strategies for effectively using influencers to market your event, product, service or business.
    Ramon explains why it is important to avoid being taken advantage of and to be aware of the money you are investing in your deals, so that you get the right return on your investment.

    Resources:


    Website: www.ramonray.com
    Twitter: @ramonray
    Instagram: www.instagram.com/ramonraysmallbiztech/

    • 39 min
    Episode 296: Greasing the Wheels of Deals with David DeVoe

    Episode 296: Greasing the Wheels of Deals with David DeVoe

    The DealQuest Podcast remastering series continues as I take it all the way back to not only the very first podcast guest, David DeVoe, but the very first episode ever — and there’s no better topic than wealth management. The wealth management industry has seen significant growth and evolution over the years, with a focus on consulting, investment banking, and valuation becoming key areas of expertise. Founder of DeVoe & Co, David DeVoe, is no stranger to this growth and expansion. With over 35 years of experience in supporting deal-driven growth for businesses, David has more than proven that he’s not only a veteran of the industry, but a leading expert on all these areas of growth. Consulting in Wealth ManagementConsulting plays a crucial role in the wealth management industry, providing strategic guidance and support to wealth managers in making important decisions. Wealth management consulting firms offer a range of services, including succession planning, governance, equity migration, incentive compensation plans, HR, and product development and segmentation. These services are designed to help wealth managers make informed decisions that align with their long-term business goals and objectives. One of the key benefits of consulting in wealth management is the ability to provide tailored solutions to address the unique challenges and opportunities faced by wealth managers. By leveraging the expertise of consulting firms, wealth managers can gain valuable insights and recommendations that can help them navigate complex business decisions and drive sustainable growth. Investment Banking in Wealth ManagementInvestment banking is another critical area in the wealth management sector, focusing on facilitating mergers, acquisitions, and strategic transactions for wealth management firms. Investment banking firms in the wealth management industry play a pivotal role in helping firms buy, sell, or merge, providing valuable support in negotiating deals and identifying potential acquirers or sellers. In addition to facilitating transactions, investment banking firms also offer strategic guidance and support to wealth managers, helping them navigate the complexities of the deal-making process. This includes evaluating the financial aspects of the transaction, conducting due diligence, and structuring deals to maximize value for all parties involved. Valuation in Wealth ManagementValuation is an essential component of wealth management, providing a comprehensive assessment of the economic value of a firm. Valuation firms in the wealth management industry utilize sophisticated models, such as discounted cash flow analysis, to determine the fair market value of a wealth management firm. This process involves analyzing the financial performance, assets, and future cash flows of the firm to arrive at a defensible valuation. The role of valuation in wealth management extends beyond determining the value of a firm for potential transactions. It also helps wealth managers gain a deeper understanding of their firm's financial health, identify areas for improvement, and make informed decisions regarding growth and expansion strategies. By leveraging valuation services, wealth managers can gain valuable insights into the true value. • • • For my full discussion with David DeVoe, and more on this topic and topics not featured on this blog post:Listen to the Full DealQuest Podcast Episode Here• • • FOR MORE ON DAVID DEVOE:https://www.linkedin.com/in/david-devoe-665375/https://www.devoeandcompany.com/david-devoe-bio

    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 professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast.  Get deal-ready with the DealQuest Podcast with Corey Kupfer, where

    • 46 min
    Episode 295: How "Deals" Can Solve Your Biggest Business Challenges with Corey Kupfer

    Episode 295: How "Deals" Can Solve Your Biggest Business Challenges with Corey Kupfer

    In this insightful solocast of the DealQuest Podcast, I delve into the nuances of the dealmaker's mindset, a topic I recently presented at the Entrepreneurs' Organization Global Leadership Conference in Singapore. This episode is a treasure trove for entrepreneurs and business leaders looking to expand their horizons beyond the conventional entrepreneurial mindset. I emphasize the often-overlooked mindset of dealmakers and how it can significantly enhance business growth and problem-solving capabilities.


    The Entrepreneur vs. Dealmaker Mindset:

    While the entrepreneurial mindset is widely recognized for its emphasis on risk-taking, vision creation, and innovation, the dealmaker's mindset remains less explored. Dealmakers utilize strategic tools such as mergers and acquisitions (M&A), joint ventures, and strategic alliances to drive growth and solve business challenges.


    Strategic Deals as a Growth Lever:

    The episode illuminates how strategic deals such as mergers and acquisitions, joint ventures, and alliances can be potent tools for business expansion.Instead of relying solely on organic growth, businesses can leverage joint ventures, strategic alliances, or even employee-sharing arrangements. For instance, Kupfer shares his experience of his firm temporarily sharing attorneys with another firm to address staffing needs.


    The ‘Acqui-hire’ Strategy:

    The concept of ‘acqui-hire’, a strategic move to acquire entire teams instead of individual hires, which can revolutionize how businesses tackle talent acquisition. This can benefit entrepreneurs who wish to concentrate on their passions without the administrative burdens of running a business. It can also be useful for established business owners looking to simplify their roles while continuing to contribute meaningfully to their companies through such strategic acquisitions.


    Workshop Revelations:

    We unpack the dealmaker mindset with practical applications. Participants shared their biggest business challenges and explored potential deals as solutions. Common issues included talent acquisition, market expansion, and overall growth.Here's a powerful shift: just like there's an app for almost everything, there's often a "deal" for business problems. This approach encourages looking beyond traditional organic growth strategies.For example, talent acquisition struggles can be addressed through acquisitions or "acqui-hire" deals. Companies acquire entire companies to secure their talented teams, offering a solution to the challenge of hiring top talent.


    Shifting Mindsets:

    The key takeaway is the mindset shift from thinking solely as an entrepreneur to also thinking as a dealmaker. Recognize that there's often a deal that can address specific business challenges. By adopting this perspective and exploring various types of deals, businesses can unlock creative solutions, accelerate growth, and thrive in today's dynamic market.Join us in this insightful solocast as I unravel the layers of the dealmaker mindset and its impact on entrepreneurial success. Whether you’re an aspiring entrepreneur or a seasoned business owner, this episode is a must-listen for anyone looking to think outside the box and propel their business forward.Tune in to Episode 295 - Solocast 66 to discover how you can harness the power of deals to overcome your business hurdles and achieve new heights.• • •For a comprehensive exploration of the dealmaker's mindset and practical applications:Listen to the Full DealQuest Podcast Episode Here: https://www.coreykupfer.com/podcasts/dealquest-podcast-with-corey-kupfer • • •FOR MORE ON COREY KUPFER:[Corey Kupfer's LinkedIn](https://www.linkedin.com/in/coreykupfer/)[Corey Kupfer's Website](http://coreykupfer.com/)


    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 professional

    • 18 min
    Episode 294: Family Business with Farida and Ramia El Agamy

    Episode 294: Family Business with Farida and Ramia El Agamy

    • 56 min

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