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COMPLIANCE/ LAWFIRMS
KUPFER & ASSOCIATES, PLLC
DealQuest Podcast
The DealQuest Podcast is a weekly podcast featuring conversations with business owners, executives and leaders as we reveal behind the scenes details that give listeners the confidence to pursue their own Deal-Driven Growth. On this show we discuss a huge variety of deals - everything from large complex mergers and acquisitions to smaller deals that can be done without significant capital. DealQuest is ranked in the top 1% of over 3 million podcasts worldwide.
The podcast has some of the top people in the RIA industry as guests discussing various aspects of deal-making. As we also interview deal-makers from other industries, the podcast has also provided important insights for advisors into the various types of deals in which many of their clients may be engaged.
Kupfer & Associates, PLLC is a leading wealth management industry law firm. The attorneys of Kupfer & Associates have assisted hundreds of RIA firms and industry service and aggregator platforms to launch, grow and exit. At K&A we work with RIA firms through every stage of development of their business – from assisting break- away brokers/advisors on their transition to independence, to creating, designing and structuring new firms and platforms through our whiteboarding sessions, strategic advice and legal implementation, to handling sophisticated entity, equity and capital structuring, to helping RIA firms grow via deals to onboard new advisors, tuck-ins and mergers & acquisitions to assisting with exit deals and succession planning implementation advice and services to handling related legal services such as intellectual property, commercial leasing and tax. We are passionately committed to the independent RIA movement and supporting advisors to become entrepreneurs, fulfill their dreams, grow and build enterprise value.
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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