Jennifer Smith Broeckling is a finance expert and relational extrovert, making her an ideal advisor for owners and acquirers of middle-market enterprises. She values collaboration over command, believing that success in business can be achieved while being kind to others. …

Marty Bicknell is the CEO and President of Mariner Wealth Advisors. As CEO and President, he drives the strategic direction for the firm, coming up with innovative solutions to help meet the needs of Mariner’s clients. Marty has extensive personal and professional experience with closely held family businesses and their…

Women in the business world face unique challenges, especially when it comes to negotiating their worth. From unequal pay to lack of representation in leadership positions, women often struggle to reach their full potential within the workplace. …

The top funded aggregators and integrators did the far majority of the RIA M&A deals in 2022. While it’s a wonderful time for the space due to the variety of different buyers, more funding, and more private equity, there’s also room for a lot more confusion. Join me for a…

I’ve frequently talked about various alliances in businesses, but today let’s specifically discuss business partnerships. At its core, choosing a business partnership is a deal, and so for many, choosing a business partner is their first deal. …

DealQuest Community, this week I bring you another triple discussion. This week I have Brian Scanlon and Joe Zanca, Managing Partners of Dealgen Partners. DealGen Partners is a Deal Orientation company sourcing deals for Private Equity Funds and Strategic Acquirers. Currently, Dealgen Partners manages $2.7B in buy-side mandates. Listen to…

In 2019, Pierre-Alexandre Heurtebize launched one of the first financial due diligence practices, HoriZen Capital, which is 100% dedicated to SaaS businesses, and launched the first online course on how to conduct financial due diligence. …

Bob Oros is Chairman and CEO of Hightower Advisors, a national wealth management firm focusing on empowered investing for independent-minded financial advisory businesses to drive growth and help clients achieve what they call “Well-th Rebalanced.” Join me with Bob Oros of Hightower Advisors as we discuss the growth of the…

Be sure to read to the bottom of the blog, Scott has offed the DealQuest community a code for a free ticket to NoteWeekend, a training program for note investors. Join me for a discussion with Scott Carson, President of WeCloseNotes.com, as we discuss the mortgage note business, note investing…