DealQuest Podcast with Corey Kupfer

By Corey Kupfer

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 stra... more

4242 ratings

FAQs about DealQuest Podcast with Corey Kupfer:

How many episodes does DealQuest Podcast with Corey Kupfer have?

The podcast currently has 423 episodes available.

DealQuest Podcast with Corey Kupfer episodes:

April 24, 2019Episode 12: Facilitating Deals and Growing Firms, with John Furey
John Furey is the founder of Advisor Growth Strategies, a consultancy that helps business owners advance their financial advisory firms. John has worked with more than 200 firms, helping them structure new entities and optimize their business performance. John created the think tank aRIA (alliance for Registered Advisors), connecting seven top industry firms to improve and advance the RIA industry. John is also a respected thought leader, having written for publications including The Wall Street Journal, Barron’s, Investment News, and many more. John has been recognized as one of the 25 Most Influential People in Wealth Management.
What You Will Learn:
John shares how he founded Advisor Growth Strategies as a go-to resource for professionals in the financial advisor industry. John describes the services and guidance his organization provides to its clients.
John describes the types of deals and transactions his organization has been involved in, with a wide range of values. He explains why most of the transactions they have worked on have been for multi-partner firms.
Learn why egos and emotions can be a detriment to any deal, potentially causing the deal to break down. John explains why a transaction advisor’s role is to make sure the numbers are fair for everyone and help smooth the process.
John explains why bright, talented professionals are the keys to growing a firm. He discusses the importance of offering a path for growth within the firm through compensation and other opportunities to keep your talent and allow them to share in the success of the firm.
Hear why a culture match is so vital to the success of a deal, and why a proper culture match involves three constituencies: the owners, the team, and the clients. John explains why all parties need to be aligned for the deal to be successful.
Resources:
Website: www.advisorgrowthllc.com
...more
39min
April 17, 2019Episode 11: Accelerated Growth Through Acqui-Hiring, with Bruce Eckfeldt
Bruce Eckfeldt is a consultant, coach, author, and speaker on organizational development and performance management. Originally an architect, he was a pioneer in the use of computer-aided design and 3D modeling. He later transitioned to software design and development, converting his spatial problem-solving skills to informational architecture and user experience design of digital software products.
What You Will Learn:
How Bruce’s winding career path led him to become an entrepreneur and start his first business in 2002
How Bruce’s business managed to land on the Inc. 500 list within five years of its founding
Why “acqui-hiring” key people, rather than building from the ground up, was critical to the accelerated growth of Bruce’s company
What advantages inorganic growth strategies like acqui-hiring offer over organic growth-over-time
How to ensure that your culture and values align with the teams you’re interested in acquiring–BEFORE the deal goes through
Why scaling your business requires forethought and careful deliberation, so that you can steer the process to your needs
How Bruce prepares his clients to go through and emerge from whitewater in their scaling process
Why you must have a plan for acquiring a company being led by a founder that may not stay long-term
Why flexibility and creativity are the secrets to maximizing benefits from your deals… for all parties involved
How to remain authentic to your beliefs and avoid losing yourself to the excitement of a deal
How to contact Bruce Eckfeldt:
Website: www.eckfeldt.com
Scaling Up Services podcast: www.scalingupservices.com
Thinking Outside the Bud podcast: www.thinkingoutsidethebud.com
...more
30min
April 10, 2019Episode 10: Key Steps to Maintain Healthy 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 complete deals that will help your company grow faster. This is called “inorganic growth”, and it differs from the traditional slower, organic growth you’re probably familiar with. In this episode, we will be reviewing some of the deals I myself have been involved in, and the prevailing themes of patience, pacing, asking questions, dealing with blanket statements, and maintaining relationships.
What You Will Learn:
I discuss the importance of patience and why it is a valuable tool in any deal. I share how I’ve worked to have my clients take a step back sometimes to improve the clarity of the deal and to allow time to gather information and align the parties on the context of the deal.
I share why it is important to allow a deal to proceed at its own pace and momentum, without trying to artificially speed up or slow down the process. This allows the deal to unfold in a natural way and allows you to maintain your advantages in the negotiating process.
Learn why you should be asking questions and seeking clarification throughout the process, so that you can be clear in your expectations and understand the deal fully, avoiding any potential unexpected pitfalls.
I share an example of how the words “that’s the way we’ve always done it” or “no one has ever asked that before” can shut down a negotiation or at least bring things to a halt. I discuss how to push back against these statements and work around communication issues.
Learn why managing emotional states and keeping a cool head are important to the successful completion of a deal. I also discuss why it is important to maintain a healthy relationship with your deal partners.
Resources:
Website: www.fuelingdeals.com
...more
24min
April 03, 2019Episode 9: Deals in the Age of Information, with Phil Buchanan
Phil Buchanan is the Executive Chairman of the Board for Cannon Financial Institute, and one of the most highly regarded wealth management experts in the field today. He is a keynote speaker, trainer, consultant and business coach. With Cannon Financial Institute, Phil and his team teach business leaders, wealth managers and others the skills they need to thrive in their roles and accelerate the growth of their organizations.
What You Will Learn:
Phil shares how he got involved in the business world as an early teen. His first deal was bartering working on a farm for cattle that he was able to sell, and he considers it to be one of the best deals he ever made.
Phil explains why adding assets or revenue shouldn’t be the only consideration when evaluating a deal. Client impact and culture compatibility are more important than the impact of the deal on your bottom line, in most cases.
Phil shares case studies of deals he has observed firsthand, in particular, deals focused only on the money that resulted in major difficulties for one or both parties.
Learn how misaligned cultures between deal partners can result in major pitfalls including morale issues and other problems that could be avoided with due diligence.
Learn why it’s often worthwhile to pay a premium for a higher-profile and more experienced practice, due to the return on investment you will get from the deal.
Resources:
Website: www.cannonfinancial.com/people/j.-phil-buchanan
...more
53min
March 27, 2019Episode 8: From Startup to Billion-Dollar Brand, with Brian Smith
Brian Smith has charted his own course to become one of the great entrepreneurial success stories of our time.
In 1978, he imported six pairs of sheepskin boots from Australia, with a dream to build a business where every American would eventually be wearing the product.
That is how one of the world’s most recognizable brands began, and sales of UGG products have exceeded a billion dollars in each of the past six years.
Today, Brian enjoys guiding entrepreneurs and business professionals on their journey to success by sharing lessons he learned while building the UGG brand.
What You Will Learn:
Brian discusses his early interest in entrepreneurship that led to the founding of UGG, and he shares how his book, The Birth of a Brand: Launching Your Entrepreneurial Passion and Soul, ultimately brought him to a career as a highly regarded business speaker.
Brian shares how he came up with the idea that became UGG by recognizing a lack of sheepskin boots on the market in America, and he shares how he drummed up $20,000 in investment capital to start the ball rolling. Brian shares details of the many investment financing deals he made over the years as the UGG brand grew.
Brian highlights some of the challenges he faced during the rise of UGG, including losing all equity control in his company, not being able to find suppliers, and dealing with copycat companies. Brian shares how he kept the brand alive during rough times.
Brian shares how unbelievably good luck and good timing helped him regain 100% control of his company and pull through his crisis period. Brian discusses the best deal he ever made, leveraging a long-term friendship to sell his company.
Brian talks about the importance of authenticity and how it has helped to guide his life as well as his business decisions. He shares how meditation and truth-seeking have helped him overcome everything he has faced.
Resources:
The Birth of a Brand by Brian Smith: https://amzn.to/2NOSRBe
Website: www.uggfounder.com
...more
45min
March 20, 2019Episode 7: Acquisition: Not Just for the Big Guys, with John Bly
John Bly is the founder and CEO of LBA Haynes Strand PLLC, a widely-respected CPA firm. Since 2004, John has completed eleven CPA firm acquisitions and four fitness franchise acquisitions.
He is also the co-founder of LBA Haynes Strand Capital Advisors LLC, which provides advisory services focusing on the capital needs of small and mid-sized companies. John is a speaker and business consultant specializing in mergers and acquisitions, as well as the author of Cracking the Code: An Entrepreneur’s Guide to Growing Your Business Through Mergers and Acquisitions for Pennies on the Dollar. John is truly an expert in deals, experienced as an advisor to others as well as a principle in his own business.
What You Will Learn:
John explains why he decided to grow his firm inorganically through acquisitions, in a field where acquisitions are viewed as the domain of the Big Four firms and not something that smaller firms typically consider.
John discusses why he left his position with PricewaterhouseCoopers and struck out on his own, as well as why he began rapidly acquiring other small firms with the intent of growing his business to the point that he wouldn’t have to do everything himself.
Learn how John used owner-financing and SBA loans to fund his first five acquisitions, due to not having much money of his own to invest that early in his career. John also explains how he used those first deals as a springboard for growth.
John shares some of the problems he ran into after his fifth acquisition, and he outlines some of the unexpected costs that were associated with those problems. He shares how his team worked through those inherited problems.
John explains why you should do your due diligence, listen to your gut feelings, and stick to your guns to mitigate risks in acquisitions. He shares his advice for looking for the right merger or acquisition, and he shares what you should focus on when evaluating the value of a deal, and why culture compatibility is a huge factor to consider.
Resources:
Cracking the Code by John Bly: https://amzn.to/2NjDoJc
Email: [email protected]
Website: www.lbahs.com
...more
43min
March 13, 2019Episode 6: 2018 Deals In Review, with Corey Kupfer
My name is Corey Kupfer and I’ve been working in the business of negotiations 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 complete deals that will help your company grow rapidly. This is called “inorganic growth”, and it differs from the traditional, often slower, organic growth you’re probably familiar with.
What You Will Learn:
Learn why Gannett elected to acquire search marketing software maker WordStream for $150 million, and what benefits Gannett expects to receive from the deal. I also review IBM’s 2018 acquisition of Red Hat for $33 billion, in an effort to expand and grow their open source capacity and cloud dominance.
I examine Oracle’s acquisition of DataFox for an undisclosed value, with the intention of increasing their capacity for Artificial Intelligence to analyze business data. I also look at Twilio’s $2 billion acquisition of SendGrid to expand their cloud platform as an all-in platform for business growth.
Learn about Adobe’s $4.75 billion acquisition of Marketo, to improve the function of their cloud-based solutions suite; as well as Cisco’s $2.35 billion acquisition of two-factor authentication specialists Duo Security.
I discuss AT&T’s purchase of AlienVault with undisclosed financial terms, with an effort to boost their own internal systems security, as well as Siemens’ $700 million acquisition of low-code platform maker Mendix.
Learn why DocuSign acquired SpringCM for $220 million as an effort to modernize its processes, and hear about the Salesforce acquisition of Israeli cloud and AI marketing platform Datorama at an undisclosed purchase price.
I discuss the potential motivations behind the above-listed acquisitions, as well as key tech sector partnerships of 2018 and why they stand out. For example, learn why Walmart and Microsoft are partnering for the purpose of being more competitive in e-commerce, and why Apple and Google are partnering despite their ongoing competitive interests.
Resources:
Website: www.fuelingdeals.com
...more
26min
March 06, 2019Episode 5: Finding the Right Deal, with Mindy Diamond
Mindy Diamond is the president, CEO and founder of Diamond Consultants, specializing in recruiting financial advisors. Through her relationship-driven methods, Mindy helps individuals and organizations maximize their potential. She has contributed to the Wall Street Journal, New York Times, CNBC and other national media outlets. She is also a respected keynote speaker, podcast host, and thought leader.
What You Will Learn:
Learn how the industry landscape has changed through Mindy’s career, and how her deals have evolved in the last five years to focus more on independence.
Mindy shares her experiences with potential buyers who reach out to her to find a seller partner but can’t answer the question of what differentiates them from their competitors.
Mindy explains what makes a “good deal”, and she discusses why there is a problem with values incongruence in the wealth management industry that can sometimes cause a deal to be a mismatch.
Learn why self-awareness and clarity of your goals is the secret to doing the right deal. Mindy shares how she helps evaluate a deal for its long-term potential and not just for the immediate financial benefits it can provide.
Resources:
Website: www.diamond-consultants.com
Email: [email protected]
Telephone: (908) 879-1002
LinkedIn: www.linkedin.com/in/mindydiamond
Twitter: @diamondconsults
Mindy Diamond on Independence Podcast: www.diamond-consultants.com/podcast-mindy-diamond-independence/
...more
34min
February 27, 2019Episode 4: Raising Capital and Avoiding Taxes, with Joel Block
A money business insider, Joel’s a long-time venture capitalist and hedge fund manager (gobbledygook for professional investor) who lives in a Shark Tank world like on TV. Since selling his publishing company to a Fortune 500, Joel keynotes conferences worldwide, delivering business strategies and the inside track for money and success to business executives and their teams.
What You Will Learn:
Learn how Joel was drawn to the finance world and the lessons he learned over the course of his career that he now teaches to others.
Joel shares the stumbling blocks he has observed in business leaders trying to raise capital for their organizations, as well as best practices for creating deals and getting to yes.
Learn the secrets of structuring a deal, understanding it well enough to explain it, and convincing your potential investors to take the chance on you.
Joel shares how the Trump tax cuts have created the potentially most powerful tax shelter in American history, allowing you to invest 1031 exchange and capital gains in 8700 distressed areas around the country to completely avoid taxes on your gains and get great returns.
Resources:
Website: www.joelblock.com
Website: www.bullseyecap.com
...more
32min
February 20, 2019Episode 3: 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/
...more
41min

FAQs about DealQuest Podcast with Corey Kupfer:

How many episodes does DealQuest Podcast with Corey Kupfer have?

The podcast currently has 423 episodes available.

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DealQuest Podcast with Corey Kupfer

FAQs about DealQuest Podcast with Corey Kupfer:

How many episodes does DealQuest Podcast with Corey Kupfer have?

DealQuest Podcast with Corey Kupfer episodes:

FAQs about DealQuest Podcast with Corey Kupfer:

How many episodes does DealQuest Podcast with Corey Kupfer have?

More shows like DealQuest Podcast with Corey Kupfer

The Moth

Marketplace

Built to Sell Radio

All-In with Chamath, Jason, Sacks & Friedberg

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