All Episodes
Episodes
Episode 17: Connecting with the Right Deal Partners, with Mary Ann Buchanan
Mary Ann Buchanan is the CEO and a co-founder of RIA Match, a consultancy and digital platform that offers succession planning assistance and growth solutions to financial advisors. Mary Ann has worked in the wealth...
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Episode 16: After the Ink Dries, with David Shriner-Cahn
David Shriner-Cahn is the host of Smashing the Plateau, a massively successful podcast dedicated to guiding entrepreneurs to build consistent, stable, recurring revenue. Smashing the Plateau has been featured in...
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Episode 15: Finding the Right Deal for Your Needs, 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...
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Episode 14: The Latte Factor and Next-Level Deals, with David Bach
David Bach is a top trusted financial expert, nine-time New York Times bestselling author, motivational speaker, successful entrepreneur, and founder of FinishRich media. David’s most successful work as an author...
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Episode 13: Fueling Deals Roundtable, with Vijay Khatnani, Judy Briggs, Chuck Morris, Scott Walton, and Jane Bolin
Joining me in this episode are J2 Solutions founder and managing partner Vijay Khatnani; 1-800-GOT-JUNK franchisee Judy Briggs; Morris Creative Group owner Chuck Morris; Walton Financial founder Scott Walton; and...
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Episode 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...
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Episode 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...
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Episode 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...
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Episode 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...
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Episode 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...
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Episode 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...
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Episode 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...
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