DealQuest has published 66 episodes for registered investment advisors and wealth management professionals. They feature 42 named guests and roughly 44 hours of conversation. The host is Corey Kupfer, a transactional attorney with more than 35 years of negotiating experience and the author of Authentic Negotiating. Guests include advisors who left wirehouses, firm owners who bought or sold advisory practices, and the consultants who advised them. The median episode runs 44 minutes.
Counted across episode titles and show notes. Episodes appear under more than one heading where they cover more than one subject.
The six episodes that go deepest on transaction mechanics.
with Phil Fiore
Having more than 25 years of experience, Procyon Partners’ Co-Founder, Phil Fiore, has extensive experience and expertise in the investment advisory space.
with Corey Kupfer
On Wednesday’s episode of the DealQuest Podcast, I discussed attending two RIA M&A conferences…
There are many impressive things about Matthew Cooper.
with David DeVoe
The DealQuest Podcast remastering series continues as I take it all the way back to not only the very first podcast guest, David DeVoe, but the very first episode ever — and there’s no better topic than wealth management.
with Corey Kupfer
In the RIA M&A arena, fall is a busy time for conferences.
with Jerry Blakely
From buying his first practice from a trusted friend to achieving 97% client retention when selling his own 700-client firm, Jerry Blakely shares the emotional strategies that make RIA practice transitions succeed when so many others fail.
New episodes weekly since February 2019. Subscribe in your podcast app and each one arrives automatically.
All 66, newest first. Each links to the full episode.
DealQuest has published 66 episodes relevant to registered investment advisors, out of 416 episodes since February 2019. Recent RIA guests include Phil Fiore, Corey Kupfer. The host, Corey Kupfer, is a transactional attorney who has advised on advisory-firm transactions for over 35 years. Episodes run 44 minutes on average and publish weekly.
Yes. Breakaway moves and independence are among the recurring subjects across these 66 episodes, alongside advisory firm M&A (50 episodes); valuation and firm economics (39 episodes); succession and continuity (23 episodes); growth and recruiting (22 episodes). Guests describe the economics and the mechanics of their own transitions rather than discussing the decision in the abstract.
Yes. Advisory-firm M&A is covered across these episodes, including valuation, deal structure and what happens after the close. Episode 204, "Breaking Away and Strategic Growth," is one example.
DealQuest accepts guest applications at beaguestondealquest.com. Corey Kupfer reviews every application personally. If your deal experience is a fit for the show he will be in touch; applicants who are not a fit do not receive a reply. There is no fee to appear.
DealQuest publishes weekly. Corey Kupfer reviews every application personally. If your deal experience is a fit for the show he will be in touch; applicants who are not a fit do not receive a reply. There is no fee to appear.
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