DealQuest Podcast with Corey Kupfer


Episode 4: Raising Capital and Avoiding Taxes, with Joel Block

Ep. 4

A money business insider, Joel’s a long-time venture capitalist and hedge fund manager (gobbledygook for professional investor) who lives in a Shark Tank world like on TV. Since selling his publishing company to a Fortune 500, Joel keynotes conferences worldwide, delivering business strategies and the inside track for money and success to business executives and their teams.

What You Will Learn:

  • Learn how Joel was drawn to the finance world and the lessons he learned over the course of his career that he now teaches to others.
  • Joel shares the stumbling blocks he has observed in business leaders trying to raise capital for their organizations, as well as best practices for creating deals and getting to yes.
  • Learn the secrets of structuring a deal, understanding it well enough to explain it, and convincing your potential investors to take the chance on you.
  • Joel shares how the Trump tax cuts have created the potentially most powerful tax shelter in American history, allowing you to invest 1031 exchange and capital gains in 8700 distressed areas around the country to completely avoid taxes on your gains and get great returns.


More Episodes


Episode 156: Things to do upfront before getting into deal-making with Pete Moore

Ep. 156
Pete Moore is the Founder, Managing Partner and Chief Dream Architect at Integrity Square (ISQ). The leading boutique financial advisory firm and an early-stage investor in the HALO sector. He started the HALO Sector, HALO Movement and Podcast - HALO Talks. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placement, and advisory assignments across North America, Europe, and Asia. He and his team have also invested in passionate entrepreneurs at Switch Playground, HigherDOSE, XTEND, Greco Fitness, Promotion Vault, and The Athlete Book. He is also the author of the recently released book “Time To Win Again.” As a kid, Pete never dreamed his career path would turn out quite this way, but he did have early exposure to the internal workings of a business. His father’s career, as the CEO of a beverage equipment company, gave him a chance to explore a new potential passion. He’d go into the office with his father, exploring all the pieces of the company from the manufacturing plant to watching his father do the daily inventory. Pete thought when he grew up he’d be a general manager or CEO of a small business. All that changed when he got to business school. He discovered there’s an investment banking operation that focuses on advising older people in building generational wealth. From humble ambition as a child to his amazing success now, Pete is a great example of the path to becoming a deal-maker. You might be surprised to realize that typically, deals are in the preparation phase for at leasttwo to three months before the deal occurs. That time is spent collecting all the due diligence, answering all questions, and making all parties hyper-aware of the details of both the company and the deal. Many entrepreneurs get caught up in the returns and scale of a deal, ignoring the preparations one needs to get out of the way before meeting a buyer. Those wrapped up in “the unit economics” and may need to be reminded of the nuances of the deal. Unit economics, in simple words, are the direct costs and revenues associated with a business model on a per-unit basis. A unit refers to any quantifiable item that creates value for a business. If we’re talking about a retail store, its unit economics is the amount of revenue it’s able to generate every month from each single customer.But Pete does a beautiful job of explaining that investors are searching for the simplicity of the model. They want to know why it works and then to see the growth plan. Then, you move on the valuation vs the realistic value of the deal. These are all important elements but not everything there is to the deal. To truly prepare, the deal-maker needs their client to answer all the questions a buyer might ask in advance. Collect those answers before meeting and see if the story checks out. This helps with alignment between client and deal-maker.Pete and Corey explore all these concepts before diving into the future of deal-making, how to run a business like a pro-sport team, and his latest book. This episode is packed with honest talk from two pro-deal-makers. To learn more about the book and Pete head here: connect with Corey for more:Website:

Episode 155: The intersection of business and politics with Jim Terry

Ep. 155
Jim Terry is a strategic communications executive with nearly three decades of experience working in local, state, and federal politics. He is the president and CEO of TDS Public Affairs, he has also served as the political director for a US presidential campaign. Jim has an extraordinary drive for helping businesses and organizations navigate the turbulence at the intersection of business and politics, from taxes to other aspects. He has a unique approach to communicating in today’s outrage-driven environment, including the five opportunities that most businesses miss. Jim has appeared on Fox News, CNN, and countless notable talk shows throughout the country. He has also testified before Congress on multiple occasions.Early ambitionsLike most kids, Jim also wanted to be a superhero. However, growing up in the country quickly helped him realize what he really wanted was to be “out of there.” He also mentioned he grew up with a deep sense of what’s right and wrong, which has always been a guide for him. Jim remembers closing his first deal at age 10 while mowing lawns for his neighbor. Right now, Jim helps people tell and figure out their stories in a way that would help other people understand better. He helps people define and navigate the intersection between political risks and business.The intersection between business and politicsJim believes that the act of deal-making is trying to get what you want by giving people what they want, which is not so different from politics. Politics is a bargain with the voters; if you want to get your candidate into office, you have to figure out what the voters need. He also mentioned his past experiences gave him a clear insight into how politics works – politics is all about people; if you have enough of them with you, you win, and if you have enough of them against you, you lose.Concepts of deal-makingDefining and winning a deal: Every story has two sides, but he who defines it wins.Defining a deal breaks down to;Why the deal is good for youWhy the deal is good for the public/consumerWhy the deal is good for the employeesThe saying “he who defines it wins” can also be about you, the deal-maker. How are you defined in this deal – are you defined as a villain who will strip it down or the hero who’s going to bring the deal home?Listen to learn more about:Problem-solving in deal-makingHow your mindset affects deal-makingConcepts of deal-makingThe intersection between deal-making and politicsAnd more!Website:

Episode 154: Why You Should Not Be a Deal-Maker with Corey Kupfer

Ep. 154
The podcast episode aims to help people understand what they are getting into with deal brokering.Several aspects of closing deals may not fit your personality and standards, for example:The nature of the dealDeal-making is sometimes exhausting - especially if you’re working on multiple deals simultaneously. They could take a lot of time, effort and focus. Sometimes, emotional attachments are formed too.I’ve counseled against emotional attachment in the past. But this is real life; emotional attachments are inevitable when you’re not trained to deal with them. Sometimes, it is a new company, an acquisition, or a key distribution of licensing deal - they are all the same in deal-making.I’m not trying to scare you or something, but deal-making is no joke. It requires commitment, and you might experience constant fatigue. I know people who have committed serious blunders on deals and gotten physically and mentally ill.Risk toleranceNo matter how good you are at doing deals, there is a little tiny thing you should always look out for; deals blow up.If you are not a risk-taker, you’ll find deal-making almost impossible. Like everything that has upsides, there are risks in doing deals.Most deal-making experts are entrepreneurs or high-level executives and are used to taking risks as part of their jobs. This bit is quite interesting because most entrepreneurs find it difficult to take risks - not that I’m judging.Listen to the first solocast of 2022 to learn more about:Things to consider before deciding to be a deal-makerWhat it takes to be a deal-makerWhy you should continue to do what you are doingAnd more!Listen to the DealQuest podcast today!Website: