Gabriel (Gabe) Galvez is a career entrepreneur turned private equity investor. Starting his entrepreneurial journey at a young age, Gabe achieved a successful exit from his first company at the age of 23. He subsequently built a fruitful career in consulting and banking before launching multiple companies catering to the…

In recent years, there has been a growing debate over the use and legality of non-compete agreements or clauses. I want to take a moment with you to discuss non-compete agreements and this ever-increasing debate. Join me for a solocast discussion around the latest insights on the controversial topic of…

Jeff Wald is a serial entrepreneur, author, speaker, investor, and board member. He co-founded Work Market, which was acquired by ADP in 2018, and founded Spinback, which was purchased by Salesforce.com. He has served on various boards and is an adviser to companies and organizations, including X-Prize’s Rapid Reskilling Initiative…

Founder of WealthForLife.net, Denver Nowicz, is a seasoned fiduciary with over 20 years of experience in the financial industry. As a fiduciary, Denver is committed to always acting in the best interests of his clients and never being confined to one specific strategy. Denver Nowicz joins us on the DealQuest…

Bruce Marks, an expert in mergers and acquisitions lending, is a well-respected figure in the industry with over 35 years of experience in SBA lending. He specializes in deals with enterprise values between $3 — $8 million, and has closed over 1,200 SBA deals as of the airing of this…

Claire O’Keefe has an impressive resume in the wealth management industry. As Partner and the Head of Partner Development in Cerity Partners’ Chicago office, she also serves as a member of the company’s Executive Committee. …

In the wealth management industry, deals have been reaching record-breaking levels in recent years; however, a recent DeVoe report showed a significant drop in deals in October 2022, which raised concerns among industry professionals. Despite this report, I personally did not observe any impact on deals at the time. Valuations…

Stan Gregor, CEO of Summit Financial, is a seasoned business leader with over 30 years of experience in various industries such as banking, wealth management, insurance, and investment banking. …

Thomas Samuelson, the founder of BRON Investor Network, is a seasoned professional in the finance and capital markets industry with over 30 years of experience. …