Fueling Deals

Jay Offerdahl and his father, Brad, founded Viking Mergers & Acquisitions in Charlotte, NC in 1996. Now, Jay is the president, and he specializes in mergers & acquisitions, customized exit strategies, succession planning and seller representation. In addition, Viking Mergers & Acquisitions also handles divestiture services for the mid-market company. They have dedicated and experienced advisors, and a passion for serving business owners. Following in His Dad’s FootstepsFirst DealsI Don’t Live to Work Why Do You Start a Business?The Deal-Making TableDo Your Due DiligenceAnd More!Listen to the DealQuest podcast today!Guest Contact information:Twitter- https://twitter.com/vikingmergers?lang=enLinkedIn- https://www.linkedin.com/in/jayofferdahl/ See acast.com/privacy for privacy and opt-out information.

When Jessica Fialkovich sold her first business a decade ago, she had no idea where to start. Fortunately, she was able to exit successfully. She also realized that business owners were often not prepared to sell. Although thousands of experts will teach you how to start a business and how to grow one -- very few will teach you how to sell. So she decided to pull back the curtain about how the business sales process works and give buyers and sellers the tools to successfully (and profitability) complete a transaction. Over the past 7 years, her team has completed $250 million+ in transactions. This includes working directly with over 1,500 business owners, being involved with 350+ deals, and giving over 10,000 entrepreneurs guidance about buying and selling businessesEarly AspirationsLessons LearnedA Whole New IndustryBusiness Brokerage Market ResearchStarting as a FranchiseeAnd more!Listen to the DealQuest podcast today! See acast.com/privacy for privacy and opt-out information.

From Broadway to broadcasting, Dean McFlicker’s unique trajectory gives him a one-of-a-kind perspective that combines creative prowess with business acumen. Dean has produced for NBC, HBO, CNN, Entertainment Tonight, E! NewsDaily, and Good Morning America. As you might imagine, he’s been involved with a lot of phenomenal shows! Dean helped launch countless hits as Senior Vice President of Promotional Programming at NBC, including This Is Us, The Voice, America’s Got Talent, The Biggest Loser, Friday Night Lights, and all of NBC’s live musicals. What a resume! (And this is just a glimpse of the work he has done!) I always love talking with folks who are coming from creative backgrounds, because they often offer a new perspective on deal-making. The Curved Path to SuccessEarly Deal-Making The Art of the Creative Deal Not Just Features and Benefits We are Conscious Creators Integrity is KeyAnd more!Listen to the DealQuest podcast today!Guest Website: www.deanmcflicker.com See a

When I do whiteboard sessions with my deal-making clients, I frequently cover 10 specific steps that help us move towards success. This process is especially key for those who want to be part of ongoing deals. As I’ve seen, the more deals you have going on, the more important it becomes to be strategic and follow a process that works for you. Ready to up level your own deal preparation? Listen in to the whole episode, or read on below!Know Why You’re Making the DealWho Are You Targeting?Build Your Value PropositionGet the Right Resources in PlaceChoose a Deal ModelAnd more!Listen to the DealQuest podcast today!Website: https://www.coreykupfer.com/LinkedIn: https://www.linkedin.com/in/coreykupfer/Facebook: https://www.facebook.com/CoreyKupferTwitter: https://twitter.com/coreykupfer See acast.com/privacy for privacy and opt-out information.

Carson Heady is the best-selling author of the "Birth of a Salesman" series, and is consistently ranked in Top 20 Sales Gurus in the world. He’s currently the Sales Director for Microsoft Health & Life Sciences, where he taps into his extensive experience in operations & regional sales leadership, strategic planning, motivational management, P&L, advertising, marketing, and more. Along the way, Carson has proved that he isn’t “just” a salesman, as he’s become quite a pro at the complexities of deal-making as well.Listen in to learn more about --Sales vs. DealsGetting His StartComparing Sales to DealsStrategic ResourcesDeal TransparencyBirth of a SalesmanAnd more!Listen to the DealQuest podcast today!Guest Contact information:Twitter- https://twitter.com/cvheady007LinkedIn- https://www.linkedin.com/in/carsonvheady/Website- https://carsonvheady.wordpress.com/the-home-of-birth-of-a-salesman-2010-published-by-world-audience-inc-and-the-salesman-against-the-world-2014/ See acast.com/privacy for privac

Dr. Patricia (Pat) Baxter is a corporate veteran and femtrepreneur, as well as an award-winning, certified emotional intelligence (EI) coach. With 25+ years of corporate/entrepreneurial knowledge and know-how, a doctorate in business leadership, and multiple published books, Dr. Pat is a deal-making force to be reckoned with!Early Career AspirationsEmotional Intelligence and Deal-MakingMission Critical SkillsWhy Deals DieAnd more!Listen to the DealQuest podcast today!Guest contact information:Twitter Handle- @PatriciaBaxterFacebook Profile- patriciabaxterLinkedIn Profile- Dr. Patricia (Pat) Baxter See acast.com/privacy for privacy and opt-out information.

Former CNN Associate Producer turned Business Reinvention Strategist & Professional Speaker, Marquesa Pettway, (CSP) helps experts and organizations leverage the Zoom Platform. Under her brand, Zoom Queen, she works with client acquisition, Zoom Basics for the speakerpreneur, leveraging Zoom to grow your biz, and more. One major deal in Marquesa’s career was her decision to become a Zoom Administrator for Zoom Enterprise licenses, a deal that changed the face of her business. She also shares about her deal-making experience with being a brand ambassador for brands like Zapp Pad.Beginning Ambitions & the Deal-Making JourneyBecoming The Zoom QueenZoom Enterprise & Deal-MakingOptimizing Strategic AlliancesLeveraging OpportunitiesAnd more!Listen to the DealQuest Podcast today!Guest information:Websites: www.zoomqueen.com www.zoomtogrow.com www.zoomtoincome.com www.clubzq.comLinkedIn: www.linkedin.com/in/marquesapettway/Facebook: www.facebook.com/marquesapettwayTwitter: www.twi

If I’ve said it once, I’ve said it a thousand times: Deal-making success and mindset go hand in hand. You truly can’t have ongoing success as a deal-maker if you aren’t cultivating the mindset to sustain it. Listen in to today’s solocast to learn more about:Why My Trolls Make Me Think of MindsetOther People’s Opinions Don’t Need to Hold that Much WeightWhat’s Limiting You?What Resonates?And more!Listen to the DealQuest Podcast today!Website: https://www.coreykupfer.com/LinkedIn: https://www.linkedin.com/in/coreykupfer/Facebook: https://www.facebook.com/CoreyKupferTwitter: https://twitter.com/coreykupfer See acast.com/privacy for privacy and opt-out information.

Michelle Villalobos, MBA, CPA is a Superstar Activator, business alignment strategist, keynote speaker, and the host of the Awaken Your Inner Superstar Podcast. She has a variety of programs and speeches around personal branding, business alignment, personal empowerment and business growth, and has delivered these programs for companies like American Express, Bacardi, Burger King, Gibraltar Bank, Lloyd’s of London, and Audi.Michelle is the founder of Superstar Activator, and also co-founded the personal branding self-study program, Make Them BEG. She’s been featured on the front page of the Chicago Tribune’s Business Section, CNN en Español, Lifetime TV, Forbes Magazine, Fortune Magazine, and more. Michelle is in her 6th year as a member of the National Speakers Association (NSA) and is one of relatively few female members of its Million Dollar Speakers Group. Listen to hear her share about:Early AmbitionsSuperstar Deal-MakingDeals Are RelationalClarity, Detachment, EquilibriumRaise the StandardAnd more!

This week’s episode features DealQuest’s Best Of Deal-Maker Mindsets. Tune in to learn about interpersonal skills from Steven Herz; deal-maker mindsets from Daryle L. Johnson; and how to not end up resenting your investors with Jeff Dennis. If you hear a “best of” snippet and want to dive into the full interview, you’ll find links to the guest’s feature-length appearance in the show notes below.You’ll hear about:Negotiating Deals with television and radio stations and networksInterpersonal Communication SkillsBuilding the Mindset of a Deal-MakerInnovative K-12 DealsDiscovering a Deal-Maker’s Paradigm ShiftAlways GrowingAnd more!Listen to the DealQuest Podcast today!Website: https://www.coreykupfer.com/LinkedIn: https://www.linkedin.com/in/coreykupfer/Facebook: https://www.facebook.com/CoreyKupferTwitter: https://twitter.com/coreykupfer See acast.com/privacy for privacy and opt-out information.

Elizabeth (Liz) Nesvold is the Managing Director and Head of Asset & Wealth Management Investment Banking for Raymond James. She joined the Raymond James’ team in 2019 as part of the acquisition of Silver Lane Advisors. Liz has been described as “the most experienced female investment banker specializing in the investment management and securities industry” by Mergers & Acquisitions magazine. Listen in to our interview to learn more about:Liz’s Background & ExperienceEarliest Deal-Making MemoriesGaining Deal-Making TractionDeals at Raymond JamesGetting Deals DoneThe Capital is ThereAnd more!Listen to the DealQuest Podcast today!Website: https://www.coreykupfer.com/LinkedIn: https://www.linkedin.com/in/coreykupfer/Facebook: https://www.facebook.com/CoreyKupferTwitter: https://twitter.com/coreykupfer See acast.com/privacy for privacy and opt-out information.

Over the last few years, Kupfer & Associates has grown a great deal. All of the support and growth we’ve experienced, along with the deals we’ve closed, have meant that we’ve also gotten to bring in new team members. I’ve noticed that making key hires in my business has a great impact on our deal-making capacity. Listen in to learn about:Team-Building is Business ChangingThere is LeewaySometimes You’re the ProblemAnd more!Listen to the DealQuest Podcast today!Website: https://www.coreykupfer.com/LinkedIn: https://www.linkedin.com/in/coreykupfer/Facebook: https://www.facebook.com/CoreyKupferTwitter: https://twitter.com/coreykupfer See acast.com/privacy for privacy and opt-out information.

Precious Williams is a returning DealQuest guest (you can also catch her on Episode 79) who has successfully appeared on Shark Tank and is a 13X Elevator Pitch champion. In less than two years she grew her company from zero to multiple six figures, and her clients have received national, international, and corporate recognition. She’s a world class speaker for brands including Google, and Microsoft, and is a 3x number one bestselling author.What Would it Mean For You?Pitching For ProfitLessons From Three Book DealsLeveraging Relationships and InfluenceMaking Speaking DealsAnd more!Listen to the DealQuest Podcast today!Website: https://www.coreykupfer.com/LinkedIn: https://www.linkedin.com/in/coreykupfer/Facebook: https://www.facebook.com/CoreyKupferTwitter: https://twitter.com/coreykupfer See acast.com/privacy for privacy and opt-out information.

Jon Tota started as a screenwriter, then went to Wall Street and found his way into computers in the late 90's. He then co-founded Edulence in 2002, and created Knowledgelink as one of the first e-learning video training platforms in 2004. He sold that company in 2020, and is now back to creating original scripted content at his new production studio, Syntax + Motion. In addition, he’s the host of the Learning Life podcast.He’s truly been able to blend his passion for learning with his dream of creating original, meaningful content. Along the way, he’s been a major deal-maker! Now, one of his major passions is helping the next generation of entrepreneurs learn how to develop and scale their own e-learning solutions. Listen in to learn more about:Early Dreams & Deals Planning the Path of EdulenceSubscription-Based Online LearningScaling to the Next LevelLaunching Something New (Again)And more!Listen to the DealQuest Podcast today!Website: https://www.coreykupfer.com/LinkedIn: https://www.lin

Peter Nesvold is a lawyer, CFA and CPA by background. He’s also a multi-disciplinary finance executive with 20+ years of Wall Street experience. Now, Peter is the Founder and Managing Partner of Nesvold Capital Partners (NCP), a merchant bank that specializes in the asset and wealth management industries.He’s come a long way from his early start on the farm! Listen in to learn more about:Getting StartedA Developing CareerTaking It To the Next LevelReinvesting for GrowthListen to the DealQuest Podcast today!Website: https://www.coreykupfer.com/LinkedIn: https://www.linkedin.com/in/coreykupfer/Facebook: https://www.facebook.com/CoreyKupferTwitter: https://twitter.com/coreykupfer See acast.com/privacy for privacy and opt-out information.

A few weeks ago I came on and shared some thoughts on capital gains rates and deal-making. It ended up being one of my most popular episodes -- apparently capital gains are garnering a lot of interest in the marketplace! Today, I’d like to go even deeper and drill down on capital gains’ impact on deals.Listen in to hear about:Capital Gains OverviewWhat Kinds Of Deals Are Impacted?Personal Goodwill SalesOther Factors That Impact Selling DecisionsAnd More! See acast.com/privacy for privacy and opt-out information.

Ramon Ray is a leading expert on small business success. He inspires and educates thousands of business owners every year through his content, events and media interviews. He's also a four-time entrepreneur, who has sold two companies. He's a best selling author and his latest and fourth book is Celebrity CEO, all about personal branding. Ramon has shared the stage with many leading business thought leaders, including Seth Godin, Simon Sinek, and Gary Vaynerchuk. He’s also been married for over 25 years and has two adult children.Listen in to hear more about:Being Bit By the Entrepreneurial BugEntrepreneur-in-Residence: New Opportunities EmergingBuilding the Trust FactorStructuring the DealAnd more!Listen to the DealQuest Podcast today!Website: https://www.coreykupfer.com/LinkedIn: https://www.linkedin.com/in/coreykupfer/Facebook: https://www.facebook.com/CoreyKupferTwitter: https://twitter.com/coreykupfer See acast.com/privacy for privacy and opt-out information.

Li Hayes is a returning guest (you can listen in to her previous episode, From Concept to Oscars: Overcoming Barriers to Entry in a New Industry, right here). Li is a phenomenal entrepreneur, television host, speaker’s agent, and inventor. After two decades in the corporate world, she summoned the courage to take the entrepreneurial plunge! She started by founding Go Leeward Speaker Management. Li works with associations, masterminds, corporations and more to help them make their events wildly successful. Her invention, the Cool Me scarf, helps to discreetly relieve hot flash symptoms for women dealing with menopause. (It was featured at the Oscars After party!)Li noted that one major deal-making shift they went through in speaker management was brokering deals with the long-term in mind. For example, a speaker might be willing to offer a deeply discounted speaking engagement virtually now, in exchange for an opportunity to be the featured keynote speaker at the next live event when things opened back up. In

As CEO, Martin Hershberger has scaled two companies to 8-figures and beyond. As a small business owner, he’s sold to Apple, HP, and American Express, to name just a few. He has spent the last fifteen years of his career consulting for businesses in the 5-50 million dollar range. Today, he helps business owners and CEO’s prepare for successful transitions by developing and executing strategies for repeatable processes that lead to profitable growth.Martin believes that many change initiatives fail because they only offer partial solutions. He’s developed a framework that allows every element of an organization to get into sync and support strategies, leading to success. Listen in today!Early Deal-Making Early Partnership MistakesNavigating Those dotcom BubblesBuilding PartnershipsFinding That First DealRepeatable Processes & Systems See acast.com/privacy for privacy and opt-out information.

Let’s talk about how potential increases in capital gains rates can have an impact on deals. Although we don’t know if capital gains rates are going to continue going up, we do know the Biden administration is proposing increases. The marketplace, of course, is watching and waiting. Regardless of your politics, you’ll want to be thinking through the business and deal-making implications of capital gains rate increases.Capital Gains Rates & Deal-MakingDeal-Making Timelines Should You Accelerate?Overall ImpactListen to the DealQuest Podcast today!Website: https://www.coreykupfer.com/LinkedIn: https://www.linkedin.com/in/coreykupfer/Facebook: https://www.facebook.com/CoreyKupferTwitter: https://twitter.com/coreykupfer See acast.com/privacy for privacy and opt-out information.