DealQuest Podcast with Corey Kupfer

Have you caught my latest interview with Pete Neubig? His insights on scaling a real estate business and managing unexpected challenges are incredible.Pete's journey from young paperboy to industry leader is packed with gems for anyone navigating the ups and downs of entrepreneurship.⁠If you don’t know Pete…⁠He’s the CEO of VPM Solutions, co-founder of Empire Industries Realty, and an absolute expert on building efficient, resilient teams—now connecting the real estate industry with top virtual talent worldwide.⁠And after selling his own company, he faced unexpected challenges that led him to launch VPM Solutions, showing how setbacks can inspire incredible new beginnings.⁠This episode is full of real talk on:⁠- How creative financing can open doors when you’re short on funds.- The importance of understanding your legal and financial liabilities (before signing anything!).- Strategies for building an efficient, global workforce that’s invested in your vision.- Why aligning visions with business partners is critical to long-term success.- And how to find purpose after selling a company.And much moreTrust me, you don’t want to miss these advices on financing, partnerships, and how to find new purpose after a major business exit.Ready to get inspired? • • • FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/peteneubig• • • FOR MORE ON PETE NEUBIG: http://www.vpmsolutions.com https://www.linkedin.com/in/pete-neubig/https://www.facebook.com/pete.neubig.1 FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://www.coreykupfer.com/http://www.coreykupfer.com/dealden • • • 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 like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Ever wonder what it’s really like to sell your business and face life after the exit? Then you NEED to check out this powerful convo with serial entrepreneur Bill Davey on DealQuest!Bill’s built and sold over 20 companies, achieving multiple multimillion-dollar exits… but he doesn’t shy away from the tough side. He’s sharing his experience with “founder depression,” the challenges of redefining yourself post-exit, and the secrets behind resilience in business. Tune in to learn:- How failures actually fueled Bill’s biggest wins- The importance of strong relationships and trust in business- What it takes to build a legacy beyond money This is an eye-opening episode for anyone in the entrepreneurial game or facing a big life transition. Bill’s insights are next-level, and I’m so excited to bring this wisdom to you! • • • FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/billdavey• • • FOR MORE ON BILL DAVEY:https://www.facebook.com/imaxwebsites/https://www.linkedin.com/in/billdavey1/http://www.imaxdigital.com/ FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://www.coreykupfer.com/http://www.coreykupfer.com/dealden • • • 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 like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

In this latest episode, I had an amazing conversation with Steven Montgomery, the founder and CEO of Resibrands, about his journey from painter to franchising mogul!Here’s what we dive into... The key lessons he learned while scaling his home service franchises... Why efficiency and delegation are game-changers for entrepreneurs... How to cultivate faith and resilience during tough times... The importance of building strong relationships over relying solely on legalities... How to balance long-term patience with daily urgency for sustained success. And so much more! READY TO LISTEN? • • • FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/stevenmontgomery• • • FOR MORE ON STEVEN MONTGOMERY:https://resibrands.com/https://x.com/realsjmontyhttps://www.linkedin.com/in/steven-montgomery-7a452846/ FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://www.coreykupfer.com/http://www.coreykupfer.com/dealden • • • 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 like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Curious how the 2024 election might impact mergers and acquisitions (M&A)? In my latest episode, I break down how political shifts, potential tax changes, and macroeconomic trends could shape deal-making in the coming year. Whether it's stricter antitrust enforcement, fluctuating interest rates, or regulatory shifts, there's a lot to consider if you're looking to stay ahead in the M&A game.Tune in to learn how to navigate the uncertainty and uncover new opportunities! • • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/2024election• • •FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/https://www.coreykupfer.com/dealden 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 like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

M&A expert Scott Weavil joins the DealQuest Podcast for an insightful episode!In this episode, Scott shares his expertise on navigating the lower middle market, M&A, and private equity. He dives into the unique challenges and opportunities in this space, and provides actionable insights on how to create value for all parties involved.In this episode, you'll learn: How to navigate the complexities of the lower middle market. Strategies for building strong relationships with buyers and sellers. The importance of understanding buyer motivations and expectations. How to focus on value creation, rather than solely on multiple arbitrage. And much more.Whether you’re an entrepreneur, investor, or deal-maker, this episode is essential listening for anyone looking to create value and achieve their goals in the lower middle market.Don’t miss this chance to learn from a true expert in M&A and private equity! • • • FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/scottweavil• • • FOR MORE ON SCOTT WEAVIL: https://www.sierrapacificpartners.com/https://www.facebook.com/sierrapacificpartnershttps://www.linkedin.com/in/scottweavil/ FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://www.coreykupfer.com/http://www.coreykupfer.com/dealden • • • 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 like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Entrepreneur and resilience expert Frederick Cary joins the DealQuest Podcast for an inspiring episode! In this episode, Frederick shares his remarkable journey from facing significant setbacks to building a thriving business empire. He dives into his strategies for cultivating resilience and transforming challenges into opportunities for growth. In this episode, you'll learn: How Frederick turned adversity into a powerful catalyst for success. Practical resilience-building techniques to apply in your own life and career. The importance of a growth mindset in overcoming obstacles. Strategies to maintain motivation and clarity during tough times. And much more. Whether you’re navigating personal challenges or seeking new ways to enhance your professional journey, this episode is filled with actionable insights that you can implement immediately. Frederick's wisdom, combined with my expertise in deal-making, will equip you with the mindset and tools needed to thrive in an ever-evolving business landscape. Don’t miss this chance to learn from a true master of resilience! • • • FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/frederickcary • • • FOR MORE ON FREDERICK CARY:https://www.instagram.com/officialfredcary/?hl=enhttps://www.facebook.com/IdeaPros?_rdc=1&_rdrhttps://www.linkedin.com/in/frederickcary/https://www.ideapros.com/https://fredcary.com/ FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://www.coreykupfer.com/http://www.coreykupfer.com/dealden • • • 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 like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Master the Art of Negotiation with Corey Kupfer on the DealQuest Podcast! In this episode of the DealQuest Podcast, Corey dives into the crucial mindset and internal clarity needed for successful negotiations, introducing his unique approach to "authentic negotiating." In this episode, you'll learn: The importance of clarity in defining your goals and desired outcomes. How internal work, including self-confidence, paves the way for successful negotiations. The power of emotional detachment from specific outcomes to enhance your negotiating position. The balance between strategic planning and authenticity to foster trust. Why manipulative tactics can undermine your success and how integrity leads to lasting partnerships. Whether you're an entrepreneur, business leader, or simply looking to sharpen your negotiation skills, this episode is packed with actionable insights you can apply right away. Corey's expertise will equip you with the tools you need to navigate negotiations confidently and effectively. Don't miss out on this opportunity to elevate your negotiation game! • • • FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/Clarity,%20Detachment,%20and%20Equilibrium%20in%20Negotiations• • • FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://www.coreykupfer.com/http://www.coreykupfer.com/dealden  • • •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 like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Unlock the Secrets of Transitioning from Music to Finance with Kevin Davis on the DealQuest Podcast!Join me and special guest Kevin Davis as he shares his unique journey from a Warner Brothers rapper to a stockbroker and entrepreneur. Discover his latest venture, Investment Dojo, which aims to democratize investment education through gamified learning.Whether you’re an aspiring entrepreneur or interested in the financial landscape, this episode is packed with actionable insights and real-world advice.Tune in to hear Kevin Davis’ insights on the intersections of music and finance, the significance of financial literacy, and the journey of entrepreneurship. Whether you’re interested in trading, music, or building a successful business, this episode offers a wealth of practical knowledge and inspiration.• • • FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/how-a-love-for-music-inspired-a-unique-approach-to-teaching-stock-market-trading• • •FOR MORE ON KEVIN DAVIS:https://www.linkedin.com/in/investmentdojo/https://tiktok.com/@investmentdojohttps://apps.apple.com/us/app/investment-dojo/id1661073512FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://www.coreykupfer.com/http://www.coreykupfer.com/dealden  • • • 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 like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Real estate investor and educator Kevin Bupp joins us on this episode of the DealQuest Podcast! Kevin dives deep into his journey from closing small individual deals to managing a multi-million dollar fund. Along the way, he shares his tried-and-true strategies for creating long-term value, even in fluctuating markets.In this episode, you'll learn: How Kevin built his real estate empire step by step. The fund structures that simplify operations and align incentives for investors. Why focusing on long-term potential can help you avoid short-term traps and generate sustained wealth. How to adapt to market changes without compromising your success. And much more.Whether you're just starting in real estate or are a seasoned investor looking for fresh perspectives, this episode is packed with actionable insights you can immediately apply to your investing journey. Don’t miss out on this opportunity to learn from one of the best in the business! • • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/KevinBupp • • • FOR MORE ON KEVIN BUPP:https://www.linkedin.com/in/kevinbupp/https://www.linkedin.com/company/sunrisecapitalinvestors/ https://kevinbupp.com/the-cash-flow-investor/https://www.facebook.com/RealKevinBupphttps://www.instagram.com/buppkevinhttps://www.youtube.com/c/KevinBupphttps://podcasts.apple.com/us/podcast/real-estate-investing-for-cash-flow-with-kevin-bupp/id791316884 FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://www.coreykupfer.com/http://www.coreykupfer.com/dealden • • • 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 like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Discover Jeremy Parker's Journey from Filmmaking to Founding Swag.com in Episode 308 of the DealQuest Podcast!Join me and Jeremy Parker as we dive into his transition from film to entrepreneurship, his insights on strategic partnerships, and the lessons learned from both failures and successes. Whether you're an entrepreneur or simply interested in business strategy, this episode is packed with actionable advice and real-world experiences. • • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/The%20Strategy%20That%20Doubled%20Sales%20During%20a%20Pandemic • • • FOR MORE ON JEREMY PARKER:https://www.linkedin.com/in/jeremyianparker/https://swag.space/ FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://www.coreykupfer.com/http://www.coreykupfer.com/dealden • • • 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 like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

I dove into the potential hazards of focusing too much on raising capital for your business. While securing funding can be crucial, it's essential to ensure it doesn’t detract from your core business activities and growth strategies. This episode is packed with insights for entrepreneurs and business leaders who are considering or currently engaged in fundraising efforts. I share critical considerations on how to balance the pursuit of capital with the actual development and strategic execution of your business.  • • • FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/Building%20Emotional%20Resilience%20for%20a%20Healthier%20You• • • FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://www.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 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 like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Unlock the Secrets of Strategic Deal-Making with Brian Shields on DealQuest Podcast! Join me and special guest Brian Shields as they dive into the world of high-stakes business acquisitions. From his early start in high school to leading multi-million dollar transactions, Brian shares his unique journey and expert strategies for creating win-win deals. Whether you’re an entrepreneur, investor, or simply fascinated by the intricacies of deal-making, this episode is packed with actionable insights and real-world advice. Don't miss out on Brian's tips for navigating complex deals, building investor relationships, and maintaining a healthy work-life balance.• • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/strategicbusinessacquisitions• • • FOR MORE ON BRIAN SHIELDS:https://www.linkedin.com/in/brianlshields/ FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://www.coreykupfer.com/http://www.coreykupfer.com/dealden • • •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 like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Dive into the Secrets of Scaling a CBD Franchise on DealQuest Podcast In this episode of the DealQuest Podcast, you'll hear an inspiring and informative conversation with Gabriel Suarez, who transformed his single natural wellness store into a thriving franchise with 29 locations. Gabriel dives deep into the complexities of scaling a business in the CBD industry, offering invaluable insights into the challenges and strategies that fueled his growth.Whether you're an entrepreneur looking to expand your business, someone interested in the wellness industry, or just curious about the intricacies of franchising, this is a must-listen. It's packed with practical advice and hard-won lessons from Gabriel's remarkable journey.FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/scaling-wellness-franchise• • • FOR MORE ON GABRIEL SUAREZ AND NATURAL LIFE FRANCHISE COMPANY:https://naturallifefranchise.com/https://www.linkedin.com/in/gabrielsua/ FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://www.coreykupfer.com/http://www.coreykupfer.com/dealden • • • 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 like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!  

Join us for this episode of the DealQuest Podcast, where we dive into long-term value investing with Matt Bodnar. Learn how Matt’s strategic approach and conservative investment philosophy, inspired by Warren Buffett, have led to significant success. Don’t miss out as Matt shares insights from his diverse career and discusses market trends and personal philosophies on entrepreneurship and freedom. • • • FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/MattBodnar• • • FOR MORE ON MATT BODNAR:https://twitter.com/MattBodnarhttp:// https://www.facebook.com/RealMattBodnarhttps://www.linkedin.com/in/mattbodnar/https://mattbodnar.com/newsletter/https://eidoloncapital.com/ FOR MORE ON COREY KUPFER:Corey Kupfer's LinkedInCorey Kupfer's Website  • • • 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 like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Join me for this episode of the DealQuest Podcast, where I address the emotional and practical challenges entrepreneurs face after a successful business exit. We delve into the often-overlooked issue of founder depression and explore strategies for navigating the emotional aftermath of selling a business.Discover how to find new purpose and fulfillment post-exit, and why it's crucial to plan for these emotional transitions in advance. Don’t miss out as I share valuable insights and strategies for a smooth emotional transition. • • • FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/founderdepression• • • FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://www.coreykupfer.com/http://www.coreykupfer.com/dealden  • • •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 like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Author and business transition expert Laurie Barkman joins us for this episode of the DealQuest Podcast where we explore mastering business transitions and exit strategies.Not only do we delve into the importance of strategic planning and readiness, but we also explore current M&A market trends and Laurie's proven framework for business transitions.Don't miss out as Laurie shares her journey and invaluable insights from her extensive experience supporting entrepreneurs through business exits.FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/businesstransitions• • • Get a free digital copy of the Amazon best-selling book, "The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options” by author Laurie Barkman.Visit: https://thebusinesstransitionsherpa.com/the-business-transition-handbook/• • •FOR MORE ON LAURIE BARKMAN:- https://www.linkedin.com/in/lauriebarkman/- https://thebusinesstransitionsherpa.com/- https://twitter.com/LaurieBarkman- https://www.facebook.com/TheBusinessTransitionSherpaFOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://www.coreykupfer.com/http://www.coreykupfer.com/dealden• • • Corey Kupfer is an expert strategist, negotiator, and dealmaker with over 35 years of experience. As a successful entrepreneur, attorney, consultant, author, and professional speaker, Corey 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, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

On this episode of the DealQuest Podcast, Robbie Hardy joins me to discuss her extensive experience as an entrepreneur, author, and investor, particularly focusing on the challenges and triumphs of women in business. As the founder of XELLE Ventures, an angel fund dedicated to investing in female founders, Robbie offers unique insights into the entrepreneurial journey and the importance of empowerment and mentorship.With a rich background in corporate strategy and consulting for Fortune 500 companies, Robbie is an invaluable resource for understanding the complexities of starting and growing a business. Her mission is to help women find their own confidence and courage, guiding them to be bold and brave in their entrepreneurial ventures.THE JOURNEY OF AN ENTREPRENEURRobbie shares her personal journey, starting from childhood and influenced by her determination to avoid abusive relationships, which shaped her strength and ability to stand up for herself. Her entrepreneurial path began with buying and selling Roseville pottery and led to her first significant exit, where a creative negotiation strategy with Seagate played a pivotal role. She emphasizes the importance of thinking outside the box and taking risks without fully knowing how to achieve the desired outcome, trusting that solutions will emerge along the way.NAVIGATING CHALLENGES AND EMPOWERING WOMENRobbie and I discuss the specific challenges women face in business, especially in negotiations, and the critical need for women to assert their value. Robbie shares her approach to mentoring women, encouraging them to take risks and view setbacks as opportunities for growth. We also explore the ongoing struggle for gender equality and the vital role of empowerment in overcoming societal challenges. Robbie stresses the importance of women seeing role models who look like them in the investment world and shares her journey of overcoming her own biases when supporting female founders.MENTORING AND ANGEL INVESTINGRobbie's post-exit journey includes extensive angel investing, mentoring, and authoring books focused on women's entrepreneurial paths. She has been involved in angel investing since 1995, sitting on boards, and coaching startup CEOs. Her dedication to making a positive impact is evident through her continuous support of women in both corporate and entrepreneurial spaces.She highlights the importance of understanding business dynamics and the ability to pivot as key factors in successful angel investing. Robbie discusses the knowledge gap in angel investing among women and the need for education, noting generational differences in investment attitudes. Despite challenges, she is optimistic about the increasing number of women investors and their growing influence in the industry.CONCLUSION: EMPOWERMENT AND IMPACTRobbie's commitment to empowering women spans her career, from mentoring her secretary to her current role mentoring at Duke University. She underscores the importance of building one's own wealth and supporting each other in the entrepreneurial journey.In conclusion, Robbie shares her views on freedom, emphasizing the significance of helping others and being true to oneself in both personal and professional contexts.• • • FOR MORE ON ROBBIE HARDY:Robbie Hardy's LinkedInRobbie Hardy's Website FOR MORE ON COREY KUPFER:Corey Kupfer's LinkedInCorey Kupfer's Website   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 like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

On this episode of the DealQuest Podcast, Grace Vandecruze joins me to share her remarkable journey from humble beginnings in Guyana, South America, to becoming a leading investment banker in the financial services industry. With over 20 years of experience, Grace brings a wealth of knowledge in mergers and acquisitions, financings, capital strategies, valuations, restructurings, and private placements. Throughout her career, Grace has been instrumental in numerous restructurings, debt and equity offerings, IPOs, M&A transactions, team mutualization, and regulatory projects within the global life and PNC reinsurance and insurance markets. Her personal story of resilience and professional insights offer invaluable lessons for listeners.THE INFLUENCE OF EARLY LIFE AND FINANCIAL SECURITYGrace recounts her early life in Guyana and the significant impact of her grandmother, who instilled in her the belief that she could achieve anything. Despite facing significant hardships, including a devastating house fire that left her family homeless, Grace's resilience and determination led her to a successful career in finance. Her personal experiences underscore the importance of insurance and financial security, fueling her passion for her work.FROM AUDITING TO INVESTMENT BANKINGGrace’s career path started in high school, leading her to major in accounting at Pace University. After working as a financial auditor at EY for five years, she sought more dynamic challenges, leading her to the Wharton Business School and an internship at Merrill Lynch. Grace's transition from auditing to investment banking saw her playing pivotal roles in the demutualization of major insurance companies like MetLife, John Hancock, Prudential, Manulife, and Sunlife.INSURANCE INDUSTRY INSIGHTSGrace provides an overview of the U.S. insurance market, noting its developed yet fragmented nature. She discusses key drivers for mergers, such as capital needs, regulatory requirements, and succession planning. Despite a current slowdown in M&A activity due to high-interest rates, the industry remains ripe for consolidation. Grace also highlights the impact of climate change on the insurance sector, influencing company decisions and M&A activity.SIGNIFICANT DEALS AND STRATEGIC APPROACHESGrace recounts facilitating a notable deal between Commercial Travelers and Berkshire Hathaway, showcasing her negotiation skills and ability to build valuable connections. Her strategic approach and deep industry knowledge have been instrumental in numerous high-stakes transactions. She later became Managing Director at Swiss Re and founded her own firm, Grace Global Capital. Her career challenges parallel her passion for mountain climbing, emphasizing the importance of mental resilience.TECHNOLOGICAL ADVANCEMENTS AND INDIUSTRY TRENDSGrace highlights the potential for AI to solve specific pain points in the insurance industry and drive significant value. Technological capabilities are crucial in acquisition transactions, exemplified by Microsoft's investment in OpenAI. The integration of AI and the emphasis on developing human capital are key trends shaping the insurance industryPERSONAL FINANCIAL PHILOSOPHYGrace shares insights from her book, "Homeless to Millionaire: Six Keys to Uplift Your Financial Abundance," focusing on financial empowerment and shifting from a scarcity mindset to one of abundance. She underscores the importance of rewriting one’s money story to overcome financial trauma.• • • FOR MORE ON GRACE VANDECRUZE:Grace Vandecruze's LinkedInGrace Global Capital FOR MORE ON COREY KUPFER:Corey Kupfer's LinkedInCorey Kupfer's Website 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 like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

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 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 join the celebration and be part of our journey towards even greater heights.• • • FOR MORE ON COREY KUPFER:Corey Kupfer's LinkedInCorey Kupfer's Website 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 like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

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://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 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 like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!