Fueling Deals

At age 40, Gary Wilson retired as Corporate Vice-President, Mergers & Acquisitions in National Banking. His history since has been in guiding individuals to wealth and income with real estate. In the first 6 months after earning his real estate license, Gary created 6 figure income working with investors. He has since completed over 100 transactions per year consistently every year without a sales team or assistant, with virtually no marketing costs.Gary has traded over 3,000 Investment properties in less than 5 years and developed five real estate holding companies, owning more than 250 rental units. Gary has made himself a multi-millionaire by building a real estate enterprise including: brokerage, rental management, investment services, settlement services, and appraisal services.Gary is an award winner and accepted into Andron Apiphenon Order of Excellence for Real Estate. He is also the author of FIVE Real Estate Investment books and has appeared on OVER 100 national and local media outlets including

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 solo episode of Fueling Deals, I share strategies for overcoming the internal obstacles that are preventing you from becoming a dealmaker.What You Will Learn:Corey Kupfer’s experience at the Echelon Partners Deal & Deal Makers SummitWho spoke at the conference and what topics were coveredCurrent trends for doing deals in the investment banking spaceDetailed takeaways from Corey’s experienceCorey Kupfer’s role as a panel speaker at the eventDifferent networking and professional development opportunities that the event producedHow to connect with Corey Kupfer:Website: www.fuelingdeals.com See acast.com/priv

As CFO of Facet Wealth, Lisa Rapuano is an advisor focused on bringing holistic financial planning and investment management to the mass affluent market. They provide full planning through a dedicated CFP (TM) Professional to their clients at a low annual subscription price. Prior to Facet, Lisa spent 25 years managing money – first at Legg Mason for Bill Miller and then in her own hedge funds.What You Will Learn:How Lisa Rapuano got her start in the investment management fieldWhat Facet Wealth doesHow Facet partners with other RIAs to improve client experiencesThe two major types of deals that Facet Wealth facilitatesThe benefits of avoiding traditional structures of dealsDifferent ways that Facet Wealth works with advisors considering M&A activity on their ownThe evolution of wealth and investment management industriesHow to connect with Lisa Rapuano:Website: www.facetwealth.comTwitter: @lisarapuanoLinkedIn: https://www.linkedin.com/in/lisa-rapuano See acast.com/privacy for privacy and op

Julia Pimsleur is Founder & Chief Empowerista at the social venture she founded, Million Dollar Women (MDW).MDW has four main programs – an online business school, Mingle & Mentor events in NYC, an annual Million Dollar Women Summit for women entrepreneurs and scholarships for women of color entrepreneurs, who face even greater obstacles in scaling up.See www.millionwomen.us.Prior to Million Dollar Women, Pimsleur was the Founder/CEO of Little Pim, the leading language teaching system for young children.During her nine years as CEO, Pimsleur raised angel and venture capital and discovered that fewer than 3% of all women entrepreneurs reach $1M and less than 4% of venture capital is invested in female founders. To help change those stats, she taught women how to fundraise and wrote her best-seller, “Million Dollar Women​: The Essential Guide for Female Founders Who Want to Go Big” (Simon & Schuster).The Million Dollar Women book was read by over 10,000 women and motivated Pimsleur to leave Lit

Niles Heron is the Co-Founder and Chief Strategy Officer at Popdog, a technology and services company focused on fixing core problems in the esports and live streaming industry. He firmly believes that entrepreneurship is about building good systems (solving problems at scale). Niles left esports in late 2007, and worked for the better part of 10 years across corporate, creative, and entrepreneurial settings helping design and implement systems to drive growth, productivity, and value. This work took him from Detroit to Los Angeles, San Francisco, and back to Detroit with companies in BioTech, Automotive, Aerospace, Technology, and Entertainment.He’s been a part of a number of startups — a few exits, a few exciting failures — and has invested heavily in trying to make paths like the one he took more accessible to the under- represented spaces he came from. He’s taught and mentored at incubators and accelerators (TechStars, Gener8tor, Detroit’s TechTown), spoken across the country at events about the value of

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 solo episode of Fueling Deals, I share strategies for overcoming the internal obstacles that are preventing you from becoming a dealmaker.What You Will Learn:What it means to be a dealmakerWhy some people are dealmakers and others aren’tDifferent types of inorganic deals that you can use to scale upHow running a company gives you the traits you need to be a dealmakerWhy there is no “good time” to start doing deals, and how to make the decision yourselfRisk-taking in business dealsHow you might be excluding yourself from dealsIdentifying your internal body of work to overcome your weaknesses and start growing your

Cindy Watson is a highly sought after international speaker, author, and coach known for her passion, commitment, and ability to inspire. She is the founder of Women On Purpose and also the founder and managing partner of Watson Labour Lawyers In Toronto, Canada. Cindy has a proven track record of empowering and advocating for women as well as enlightening corporate environments on how to best address gender issues.As a coach, she empowers women to unleash and leverage their feminine power through the Art of Feminine Negotiation. She is the author of the upcoming Art of Feminine Negotiation: How to Get What You Want From the Boardroom to the Bedroom.As an attorney, she broke down barriers, fighting to further women’s rights, secure pay equity, break glass ceilings, and to end discrimination.Cindy inspires her clients to dig deep to rediscover their true purpose and take charge of their lives again.What You Will Learn:Cindy Watson’s story and how she became an expert negotiatorEmbracing ignorance to overcome r

The Founder and President of The Nonprofit Search Group and the Board and Leadership Institute, Dennis Miller, is a nationally recognized leadership coach and executive search consultant with more than 35 years of experience working with nonprofit board leadership and chief executives. Dennis is also an expert in board governance, leadership development, philanthropy and succession planning. In addition, he is a sought-after motivational speaker, retreat facilitator and nonprofit leadership coach. Dennis’s experience working with hundreds of nonprofit organizations has provided him with the knowledge and insights to understand the competencies required of today’s nonprofit leadership.What You Will Learn:Dennis Miller’s journey into nonprofit consultation and coachingThe role of Dennis’s company, The Nonprofit Search GroupBenefits of high profile recruiting in the nonprofit spaceDifferent types of deals that nonprofit organizations encounterThe importance of treating a nonprofit like a for-profit businessExamp

After graduating from M.I.T. with a Bachelor of Science in Management Science, Peter Dolch went on to pursue an impressive resume of business endeavors. With more than 25 years of experience in launching and managing technology-based start-ups, he left a mark on NYC before moving north to the suburbs. Peter is an active contributor to the community and the President and co-Founder of Thaumaturgix, Inc. (Tgix) which was twice ranked in the Inc. 500 Fastest Growing Private Companies list. Peter acts as the Managing Partner at Tgix; the CTO of Biospectal SA (a Swiss-based MedTech Startup); the Managing Partner at AEON Foundry, an NYC-based fund investing in and mentoring early-stage startups; is on the Advisory Board of American Diamond Mint, a new way to buy, sell and trade diamond assets; and is a Science Advisory Board member of DietPower.Some of his past achievements include: Founding Board Member of Port Indigo, a mobile solutions company; Founding Board Member of UnChat LLC, an online democracy platform; m

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 solo episode of Fueling Deals, I share strategies for preparing for a recession whenever it may come and huge opportunity of doing deals during down times.What You Will Learn:How to accelerate your business growth inorganicallyThe risks and benefits of doing business deals during a strong economyIndicators that will identify where you are in any given cycleThe advantages of an up-market and the business deals it enablesHow to utilize inexpensive and highly available capital to grow your businessCriteria for identifying opportunity in an up-economyHow to implement strategies that will incentivize current employees

Dan Seivert is the founder and CEO of ECHELON Partners, a leading investment bank and consulting firm in the wealth management and investment management industries. He is an experienced executive strategist and keynote speaker, and he has been quoted by key industry publications such as The Wall Street Journal, RIABiz, Investment News, Fortune, and Financial Advisor as a recognized industry expert. Dan specializes in mergers and acquisitions, corporate governance, raising capital, valuation, corporate finance, and private equity among other areas.What You Will Learn:Dan discusses ECHELON’s work serving three sub-industries in the financial services industry: investment managers, wealth managers, and wealth technology firms. He explains the services they offer including valuation, consulting, and equity-sharing.Dan talks about equity compensation and how he helps ECHELON’s clients determine how to set up an equity sharing program. He discusses the considerations firms should make to determine who to offer equi

Kedma Ough is a “small business superhero,” who has worked with over ten thousand entrepreneurs and small business leaders in the last two decades, helping them to attain capital and resources to grow their businesses. Kedma is also the author of the new book Target Funding: A Proven System to Get the Money and Resources You Need to Start or Grow Your Business. She is a fifth-generation entrepreneur and small business funding expert who believes in breaking down barriers and leveling the playing field for small businesses and fellow entrepreneurs.What You Will Learn:Kedma discusses her fascination with money and entrepreneurship starting at a young age, and she shares how her grandmother, an entrepreneur in Ireland, inspired her as the ideal role model of a strong businesswoman.Kedma shares about her first foray as an entrepreneur when she decided to start a bed and breakfast spa. She shares how being denied a business loan at the bank served as strong motivation to succeed.Kedma discusses her work as a busin

Damon Gersh is the President and CEO of Maxons Restorations, Inc., an innovative leader in the property damage restoration industry. Damon is a winner of the Ernst & Young Entrepreneur of the Year Award, the Fast Company Award for Leadership, and Inc. 500 and Inc. 5000 awards. Damon is also a Past President of the Entrepreneurs' Organization New York City Chapter, the co-founder of the Gathering of Titans annual entrepreneurial conclave, and the co-founder and Past President of Restoration Affiliates, LLC.•Damon shares how he founded his business, Maxons Restorations, along with his father when he was fresh out of college. He shares how Maxons specializes in disaster cleanup and how they aided in the post-9/11 recovery efforts.•Damon discusses how he identified the "choke point" of his business, which is skilled labor who knows how to handle the cleanup of any disaster. He shares how he developed a variable labor model to corner the market on those skilled people.•Damon describes the efforts Maxons Restor

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 solo episode of Fueling Deals, I share strategies for preparing for a recession whenever it may come and huge opportunity of doing deals during down times.What You Will Learn:I talk about some of the many statistics being circulated which may foretell an approaching recession, and I discuss how the economy tends to go in cycles of growth and recession naturally over time.I share why recessions can create new opportunities for growing wealth, due to reduced competition and through doing great deals. I talk about how economic downturns create new opportunities for deals like mergers and acquisitions.I talk about wha

Mike Finger is the founder of Exit Oasis, a firm that specializes in helping business owners identify problems with their businesses that might make them less appealing to potential buyers. Mike is himself an entrepreneur who at one time felt trapped in his own previous business, desperate to sell but unable to find buyers. He had to learn essential skills and a different perspective to understand why nobody was interested in his business, and now he and his firm help other business owners avoid that same trap. Exit Oasis has one goal, and that is to help business owners learn how to leave. Exiting a business isn’t just the owner’s last deal, it’s also probably the most important deal they’ll ever do.What You Will Learn:Mike shares a story from his father about when Mike was a kid and his father left him a list of chores to do while Mike's father was at work, and Mike subsequently hired neighborhood kids to do those chores for him.Mike discusses his first business that he and his wife began five years after h

Chris Wilkerson is the Founder and CEO of High Bar Capital, which specializes in funding, acquisition, and management of high-quality businesses in niche markets with the goal of growing businesses while increasing their value. Prior to founding High Bar Capital, Chris specialized in business development at Ventro, a B2B marketplace. Chris also works with graduate and undergraduate students as the founder of the Reverse Mentoring Program for the Wharton Executive Education Program. Chris is an active advisory board member for the Cornell Entrepreneurship Network and the Cornell National Scholar Alumni board, and he serves as Treasurer for ACTUS, a charity focused on the arts, nature preservation, and health initiatives.What You Will Learn:Chris shares how he started his first business, a plant nursery, after his parents wrote a book titled "Businesses Your Kids Can Start" and wanted to use him as a test case when he was a child.Chris highlights what High Bar Capital does, what sorts of investments they make,

Greg Williams is known as “The Master Negotiator and Body Language Expert.” With more than thirty years of experience in negotiation reading body language, Greg is often called on by TV news outlets to read the authenticity of politicians, entertainers, and other high profile individuals. Greg is also a widely regarded speaker, a bestselling author with seven books on the subject of negotiating, a coach and mentor.Greg is also a highly sought-after trainer who has presented negotiation training for international organizations such as Merck Pharmaceuticals, Bank of America, Mercedes Benz, and Unilever. Core to his training is the art of reading body language to get insights into the emotional state of negotiating partners, giving Greg’s students additional insights they can leverage in their negotiation to maximize the outcome.What You Will Learn:Greg shares his original dream of playing Major League Baseball, and how he got involved in the art of negotiation by watching his mother always negotiating for a bet

Corey Kupfer has been working in the business of negotiations for more than 30 years, both as a successful entrepreneur and as an attorney. His 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 traditionally slow, organic growth many are familiar with. In this solo episode of Fueling Deals, Corey discusses the importance of maintaining alignment with your character and values, not only within the scope of doing deals but in all aspects of your business and life.In part two of this special two-part series covering the events and speakers of the two-day DeVoe M&A+ Succession Summit that took place on May 30-31, 2019 at The Harvard Club in New York, Corey Kupfer details the wealth of information shared by luminaries of the RIA industry. Listen to learn what’s currently on the minds of Dave Barton from Mercer Advisors, Elliot Weissbluth of HighTower, Matt Cooper of Beacon Pointe Wealth Advisor

Corey Kupfer has been working in the business of negotiations for more than 30 years, both as a successful entrepreneur and as an attorney. His 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 traditionally slow, organic growth many are familiar with. In this solo episode of Fueling Deals, Corey discusses the importance of maintaining alignment with your character and values, not only within the scope of doing deals but in all aspects of your business and life.In part one of this special two-part series covering the events and speakers of the two-day DeVoe M&A+ Succession Summit that took place on May 30-31, 2019 at The Harvard Club in New York, Corey Kupfer details the wealth of information shared by luminaries of the RIA industry. Listen to learn what’s currently on the minds of Ed Swenson from Dynasty Financial Partners, Rudy Adolf of Focus Financial Partners, Mark Tibergien of BYN Mel

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 slow, organic growth you’re probably familiar with. In this solo episode of Fueling Deals, I’ll be discussing the importance of maintaining alignment with your character and values, not only within the scope of doing deals but in all aspects of your business and life.What You Will Learn:I discuss the recent celebrity college admission scandal and the conversation it has sparked revolving around character, morals and ethics. I talk about a recent tennis match where a player challenged a call against his own interests.I share a story of my father-in-law and finding his old report cards from the 1940s. I discuss my surprise and curiosity at finding that the report card contained