How Systems Create Successful Deals: Process-Driven Negotiation With Corey Kupfer

Corey Kupfer

In this episode of the System Simplified podcast, Adi Klevit interviews Corey Kupfer, a seasoned dealmaker, negotiation strategist, and attorney with over 35 years of experience. Corey is the founder and principal of Kupfer & Associates, the founder of DealQuest, and the author of the Amazon bestseller Authentic Negotiating. He joins Adi to discuss how processes and internal systems support deal flow, negotiation success, and long-term business value. With energy, clarity, and deep insight, Corey shares his journey, frameworks, and systems that every entrepreneur should know.

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Here’s a glimpse of what you’ll learn: 

  • [03:22] Systems that support dealmaking: from due diligence to legal documentation
  • [05:39] Why building a data room early can save your deal
  • [07:13 Using checklists for legal and internal training consistency
  • [12:16] The three-part framework for authentic negotiating: clarity, detachment, and equilibrium
  • [14:32] How to walk away from a deal from a place of strength
  • [18:04] Why internal mindset and systems matter more than tactics

In this episode:

What makes a successful negotiator? It’s not just tactics or sharp suits — it’s structure, mindset, and clarity.

In this episode of the Systems Simplified podcast, Adi Klevit speaks with dealmaker and legal strategist Corey Kupfer about the systems that power high-level negotiations and business growth. They discuss how to prepare for deals before they happen, including the creation of digital data rooms, legal checklists, and due diligence workflows. Corey shares his three-part framework — Clarity, Detachment, and Equilibrium — which forms the foundation of his book Authentic Negotiating, and explains how business owners can use systems to build confidence, reduce risk, and scale responsibly. The conversation is filled with practical insights for entrepreneurs preparing for partnerships, fundraising, or future exits.

Resources mentioned in this episode:

Quotable Moments:

  • "Time kills all deals—systems keep them alive."
  • "Clarity is knowing what you want. Detachment is being okay either way. Equilibrium keeps you calm in the storm."
  • "You’re either operating from ego and fear or from internal alignment."
  • "Most of the value from systems comes even before you think about selling."
  • "A checklist is not just for quality control—it's a training tool."

Action Steps:

  1. Create a digital data room to store legal, financial, and operational documents
  2. Use due diligence templates and checklists to speed up the deal process
  3. Develop internal training guides based on your client processes
  4. Apply Corey’s framework: clarify your goals, remain detached, and stay grounded in negotiations
  5. Invest in systems today to avoid scrambling when it's time to exit or scale

Sponsor for this episode:

This episode is brought to you by Business Success Consulting Group.

At Business Success Consulting Group, we create custom processes and tailor-made management systems so businesses can thrive.

Businesses simply can’t survive without workable systems and well-documented processes. That’s why our team of experienced professionals takes care of it for you.

We provide business owners, entrepreneurs, and key executives with six phases to success, along with the long-lasting systems necessary to support business expansion. 

So, what are you waiting for? Do yourself a favor and cut the chaos out of your business.

Visit bizsuccesscg.com today or email info@bizsuccesscg.com to schedule a free consultation.

How Systems Create Successful Deals: Process-Driven Negotiation With Corey Kupfer

Host: Adi Klevit

Founder: Business Success Consulting Group

Adi is passionate about helping businesses bring order to their operations. With over 30 years of experience as a process consultant, executive and entrepreneur, she’s an expert at making the complex simple. Adi has been featured on numerous podcasts and delivered many webinars, and live workshops, sharing her insights on systematizing a business. She also hosts The Systems Simplified Podcast, publishes a weekly blog, and has written numerous original articles published on Inc.com.

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