Hear from deal professionals who have raised over $1 Billion of capital for Independent Sponsor transactions. In conversations between the partners you will learn nuances, tips and hear all the thoughts regarding the unique and challenging aspects of successfully closing deals.
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Paul Shrimpling
MyWorkpapers
Vanessa O'Shea
Michael King
Wize Mentoring for Accountants and Bookkeepers
Business of Home, Kaitlin Petersen
familyofficecoaching
Mark Akeroyd
The Social Adviser
Eva Burrows College
Tenacity, Inc.
Jeff Porter and Lew Sauder
Brad Atkins
The Financial Planning Training Academy
Ayush Sharma
Sagacious IP
Peter Towers
Melisa Liberman
Rob Brown
Belinda G. Mendoza
Obed Maurice
Doina Bejenaru
BKD CPAs & Advisors
Brad Turville
Philip S. Blancato
Emmanuel Eluwa
The Offshore Accountant
Dan Smaida
ISOLAS LLP
Richard Anthony
Foghorn Podcasting
Bruce Coombes
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Bryce Bladon
Aldevron
Kaleigh Moore and Emma Siemasko
Marcus Hart
Lucy Eckley
Relay
Kimberley Seldon
Suburban Style Radio
The CX Collaborative
Efficient Private Clients
Carla Avila & Copie Harris
Falguni Desai
moneyinfo
Anthony Fasano, PE
Jennifer Wegman (@insightsbyjen)
Multi Awesome Studio
Cathy Iconis
nicolevendiaries
Mark Holton
Jaii
ConsultX Business Success Programme
The Evolving Advisor Podcast
HOT 102.7FM
Pareto Sytems
bill Schrlau
Mike Kershaw & David Watt
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Karen Frith
Sharokina Pazand
Lily Sanabria
Design and Prosper
Elizabeth Morris
Investment Consulting
Own The Promise
Fatma Hamdi
Clients & Profits
Ed Gandia: Freelance Copywriter, Solopreneur, Business Strategist, Coach
Deft
Luis Alfredo
Kotan
Sofia Silva
Alvalyn Lundgren: Designer, illustrator, and instructor
Jim Stackpool - Founder Certainty Advice Group
Huffman Nonprofit Consulting
Steph Speaks!
Hannah Robinson & Melissa Honan
Konrad Sudyka
David C. Baker and Blair Enns
MDRT Podcast
Client Acquisition Method
James Sowers
Finch Confidence
Lauren Wrighton
Baker McKenzie
Leslie Wong
Buckingham Wealth Partners
Design for a Living
cegvideo
Matt Clifford
Financial Cents
Kristine McManus
Client Experience Group
Kreative Podcast Network
Gary Williams
Fred Fuller and John Brown