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Kupfer., PLLC
Home
About
Firm
In the News
Team
Our Work
Practice Areas
Business Approach
Startup To Exit
RIA Firms/Breakaway Brokers
Mergers & Acquisitions
International Law
Joint Ventures
Who We Serve
Resources
RIA Independence Tips
Ria Deal Tips
RIA Aggregators and Integrators Special Series
DealQuest Podcast
CONTACT
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Folder: About
Back
Firm
In the News
Team
Folder: Our Work
Back
Practice Areas
Business Approach
Startup To Exit
RIA Firms/Breakaway Brokers
Mergers & Acquisitions
International Law
Joint Ventures
Who We Serve
Folder: Resources
Back
RIA Independence Tips
Ria Deal Tips
RIA Aggregators and Integrators Special Series
DealQuest Podcast
CONTACT
Corey Kupfer 11/8/22 Corey Kupfer 11/8/22

Our Work

Practice Areas

Business Approach

Startup to Exit

RIA Firms/Breakaway Brokers

Mergers & Acquisitions

International Law

Joint Ventures

Who We Serve

Practice Areas

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TESTIMONIALS

"I have been working with Corey and his team for almost ten years now, and I can’t say enough good things about him and the work that his firm does. I am an attorney by training, so I believe that I am in a good position to assess the quality of someone’s analytical skills and their legal work. He and his team have stood by my side in some very difficult negotiations, helping to secure a very favorable result. Recently, he worked on a large negotiation for me that needed to close on a tight deadline. He was available and he always listened to my concerns, demonstrating an attention to detail and a level of insight that enabled us to secure additional protections and remuneration that would not have been possible without him. In short, Corey is an excellent negotiator and an even better attorney. I am forever grateful."

Debra Taylor CPA/PFS™️, JD, CDFA Managing Partner and Chief Tax Strategist, Carson Wealth

April 23, 2025

"Corey, Brian and team were very helpful in explaining deal terms to us and more importantly modifying them with our best interests in mind. They protected us from terms we did not understand. The team was responsive and provided an “all hands on deck” approach down the stretch."

Ryan Wempe, CFP®, President & CCO, Financial Planning and Information Services, Inc.

April 23, 2025

"Any entrepreneur is going to need a variety of lawyers during his or her journey, but the best, and the most important to the serious entrepreneur, is the one who thinks like, understands, and speaks the language of a business owner, yet has a richly textured legal eye made robust by experience. Corey Kupfer is one in that rare breed, and his insights, counsel, support and friendship during the growth and eventual sale of my company were, quite simply, superb."

Henry Scanlon, former Founder, and CEO of Comstock, Inc.

Jan 20, 2018

"Corey and his team combine extensive contract and deal experience with deep RIA industry knowledge and a talent for strategic thinking that make them invaluable partners in the success and growth of our firm."

Kristine Porcaro, Co-Founder & COO Lexington Wealth Management

Jan 20, 2018

"Kupfer & Associates has expertly handled acquisition deals for my company all over the country while also providing the day-to-day legal support and advice that we need as a national company."

Frank J. Squeri, former VP and CFO of Pritchard Industries, Inc.

Jan 20, 2018

“Veris has worked with Corey and his team for over 5 years. Over the last 18 months, Corey led Veris’ five founders through a succession planning process including full updating of our operating agreements and partner documents. This successfully laid the foundation to admit the first new partners since company founding. Corey was great at both the business and governance issues and, frankly, the “letting-go” issues of the founders. We have great operating documents for the next 7 years and 3 wonderful new partners.”

Anders Ferguson, Founding Partner Veris Wealth Partners, LLC

Jan 20, 2018

"Corey and his team at Kupfer & Associates were a tremendously knowledgeable, and patient partner as we worked through our first transaction. Putting two organizations together is an education for both sides – K&A was instrumental in guiding us."

- Massey Quick, Simon Wealth Management

Feb 21, 2018

“Corey and his team at Kupfer & Associates have been a phenomenal partner, not only in negotiating and closing a complex exit deal, but in our growth over the 17 years leading up to our acquisition. Corey’s strategic advice helped us clean-up our capital structure, buy-out early investors and partners, revise the governance structure and enter into key deals and contracts along the way that set us up powerfully for a successful exit transaction.”

Jon Tota, CEO Syntax + Motion

Jun 22, 2020

COREY KUPFER'S AUTHENTIC NEGOTIATING

COREY KUPFER'S AUTHENTIC NEGOTIATING

Corey Kupfer’s Amazon bestselling book, Authentic Negotiating: Clarity, Detachment & Equilibrium, exposes the core of negotiation success and challenges you to do the tough internal work required to become a great and truly authentic negotiator.

This is a guide on how to holistically approach a negotiation by preparing yourself from an internal emotional and intellectual standpoint because no quick tip, surface tactic or lazy shortcut will get you the negotiating results you want when it counts in important negotiations.

KUPFER., PLLC

800 WESTCHESTER AVE, SUITE 641 NORTH, RYE BROOK, NY 10573, U.S.A
3801 E. FLORIDA AVENUE, SUITE 410, DENVER, COLORADO 80210

DHERTZEL@KUPFERLAW.COM 646-751-7516

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