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Brian T. Franco

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The M and A GuyThe M and A GuyThe Hidden Costs w/ Brian SuddarthIn this episode of the M&A Guy podcast, host Brian T. Franco discusses the critical importance of cost optimization with guest Brian Suddarth from ERA Group. They explore common cost inefficiencies in businesses, the role of AI in improving operational efficiency, and the necessity of early exit planning to enhance enterprise value. The conversation emphasizes that optimizing costs is not just about cutting expenses but is a strategic move that can significantly increase a company's valuation before a sale or capital event.2025-08-0621 minThe M and A GuyThe M and A GuyPrescence is Power w/ Vince Covino of Warrior SageIn this episode of the M&A Guy Podcast, Brian T. Franco speaks with Vince Covino about the transformative journey of leadership during mergers and acquisitions (M&A). They discuss the shift from performance-driven mindsets to a focus on presence, the importance of grounding in purpose and values, and the human element in business transactions. Vince shares his experiences with M&A challenges, the significance of emotional intelligence, and the necessity of leading with heart to create a thriving business culture. The conversation emphasizes that success in M&A is not just about numbers but also about the relationships...2025-07-2927 minThe M and A GuyThe M and A GuyUnlocking M&A Potential w/ Greg LehrIn this episode of the M&A Guide Podcast, host Brian Franco speaks with Greg Lehr, co-founder and CEO of Mammoth Results, about the critical role of CRMs in business growth, the importance of fixing fundamentals for valuation, common mistakes in scaling businesses, and strategies for de-risking transactions in M&A. They emphasize the need for predictable revenue and effective cash flow management to build buyer confidence and ensure successful exits.2025-07-2224 minThe M and A GuyThe M and A Guy"Aligning power, heart, and wisdom in leadership." w/ Satyen RajaIn this episode of the M&A Guy podcast, Brian Franco engages with Satyen Raja, founder of Warrior Sage, to explore the intersection of leadership, personal growth, and the evolving landscape of business. They discuss the importance of aligning power, heart, and wisdom in leadership, the impact of cultural integrity on enterprise value, and how founders can navigate identity crises during significant transitions. Satyen emphasizes the need for deeper self-awareness and alignment as entrepreneurs prepare for exits or seek strategic partnerships, ultimately guiding listeners towards a more fulfilling and purpose-driven approach to business.2025-07-1536 minThe M and A GuyThe M and A GuyPilot to President: Navigating Leadership w/ Dave RosenbergIn this enlightening conversation, Brian Franco and Dave Rosenberg explore the intricacies of leadership, motivation, and the importance of purpose in organizations. They discuss the differences between motivation and inspiration, the significance of company culture, and how values shape decision-making. Dave shares valuable lessons from his experiences in both military and civilian sectors, emphasizing the need for effective processes and a strong company culture to drive success. The conversation culminates in an invitation to an upcoming leadership event that promises to provide experiential learning from iconic battlefields.2025-07-0935 minThe M and A GuyThe M and A GuyNavigating Leadership w/ John PringleSummaryIn this conversation, Brian Franco and John Pringle explore the future of business leadership, emphasizing the importance of peer advisory groups, collaboration, and the integration of technology in business processes. They discuss the transition from corporate roles to coaching, share success stories from peer groups, and highlight the significance of maintaining human connections in a tech-driven world. The conversation concludes with practical advice on relationship building and the necessity of defining clear goals in business.2025-07-0122 minThe M and A GuyThe M and A GuyThe Future of Healthcare w/ Byron WadeIn this episode of the M&A Guy, host Brian Franco speaks with Byron Wade, CEO of American Health Care Strategies, about the current state of healthcare, focusing on trends such as consolidation, the rise of telemedicine, and the gig economy in healthcare. Byron shares his journey from EMT to healthcare consultant and discusses the implications of these trends on M&A strategies and the future of healthcare delivery.2025-06-1717 minThe M and A GuyThe M and A GuyInvestor Testimonial with Alex Sinunu - FBA Engineering Pt. 2SummaryBrian Franco and Alex Sinunu discuss the intricacies of deal architecture in business acquisitions, emphasizing the importance of aligning interests among buyers, sellers, and lenders. He highlights the significance of understanding transferability risks and the need for actionable strategies to ensure successful transactions. Franco shares insights from his experience, advocating for a proactive approach in the acquisition process and the necessity of building businesses that are attractive to investors.2025-06-1018 minThe M and A GuyThe M and A GuyInvestor Testimonial with Alex Sinunu - FBA Engineering Pt. 1Brian Franco and Alex Sinunu discuss the intricacies of mergers and acquisitions, focusing on Alex's recent acquisition of FBA Engineering. They explore the challenges and strategies involved in the first 90 days post-acquisition, the importance of leveraging technology and resources, and the differences between business acquisition and development. The conversation also highlights the significance of building relationships and navigating the acquisition process effectively.2025-06-0322 minThe M and A GuyThe M and A GuyCapital in Healthcare Growth w/ Danny DemetropsIn this episode of the M&A Guy podcast, host Brian Franco speaks with Danny Demetrops from Medix about the evolving landscape of healthcare staffing, the importance of capital for growth, and the critical role of planning in successful healthcare operations. They discuss trends in healthcare, the impact of technology on revenue cycle management, and the necessity of proactive staffing strategies. The conversation emphasizes the importance of networking and building relationships in the healthcare industry, as well as the upcoming healthcare event in New York City.Danny: (11) Danny Demetrops | LinkedIn2025-05-2027 minThe M and A GuyThe M and A GuyThe Deal Killer: Fear & Attachment w/ Denise Logan (Pt. 2)In this conversation, Brian Franco and Denise Logan dive into the psychology of fear responses and attachment styles, exploring how these elements impact human behavior in high-stakes situations like business transactions. He discusses the five fear responses—fight, flight, freeze, fawn, and submit—and how individuals exhibit different patterns based on their experiences. The conversation transitions into the significance of understanding attachment styles and their influence on emotional dynamics during negotiations. Emphasizing the importance of recognizing emotional triggers and maintaining calmness to facilitate smoother transactions. They conclude by highlighting the journey sellers undergo during business sales and the emotional comp...2025-05-1328 minThe M and A GuyThe M and A GuyUnprocessed Emotions Kill Deals w/ Denise LoganSummaryIn this episode of the M & A Guy podcast, Brian Franco and Denise Logan delve into the emotional complexities surrounding business exits. They discuss how business owners often face significant emotional transitions akin to personal life changes, such as children leaving home. Denise emphasizes the importance of recognizing the human dimension in transactions, where emotional needs often go unaddressed. The conversation explores the multifaceted benefits of work beyond financial gains, the role of emotional intelligence in navigating deals, and the necessity of preparing for life after business ownership. They also highlight the impact...2025-05-0626 minThe M and A GuyThe M and A GuyRise of the Independent Investor w/ Dan LeeIn this episode of the M&A Guy podcast, Brian Franco and Dan Lee discuss the evolving landscape of private equity, focusing on the role of independent sponsors and the importance of relationships in business growth. They explore the transition from debt to equity, the rise of entrepreneurship through acquisition, and the future trends in the private equity market. The conversation highlights the challenges and opportunities present in the current economic climate, emphasizing the need for effective integration in private equity investments.Continue the conversation with Jacob Franco:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about Brian Franco by visiting:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠2025-04-2921 minThe M and A GuyThe M and A GuyThe American Dream w/ Stephen MartinezThe American Dream EVENT Tickets LinkIn this episode of the M & A Guy podcast, host Brian Franco speaks with Stephen Martinez about his journey from a challenging childhood to becoming a successful entrepreneur in the home services industry. They discuss the upcoming American Dream event, which aims to empower entrepreneurs, particularly in the home services sector, through education and community building. Stephen shares his insights on the importance of private equity in business growth and the need to overcome fears associated with it. The conversation highlights the significance of creating opportunities for others...2025-04-2226 minThe M and A GuyThe M and A GuyScaling with Purpose w/ Darin Anderson of Salas O'BrienIn this episode of the M&A Guy podcast, host Brian Franco interviews Darin Anderson, CEO of Salas O'Brien, discussing the philosophy and strategies behind successful mergers and acquisitions. They explore the importance of culture, trust, and alignment in partnerships, as well as the foundational principles that have guided Salas O'Brien through over 50 successful mergers. Darin shares insights on building relationships with financial partners, the significance of employee retention, and the long-term vision for the company. The conversation emphasizes the need for CEOs to carefully consider their legacy and the future of their businesses when engaging in mergers.2025-04-1532 minBrian Bogert - Flipping The LidBrian Bogert - Flipping The LidEntrepreneurship, Shark Tank, and Neurodiversity w/ Anthony Franco (E109)Entrepreneurship can be a lonely journey filled with challenges and first-time experiences. However, founders can navigate these obstacles by learning from those who have successfully walked the path before them.In this episode, Brian Bogert sits down with Anthony Franco, the co-host of the How to Founder podcast. Anthony launches, scales, and sells businesses. He has launched seven companies with six successful exits, and he’s now on a mission to help other founders do the same by sharing his seasoned insights across tech, AI, consumer goods, services, and manufacturing.Anthony takes us through his pe...2025-04-1056 minThe M and A GuyThe M and A GuyScaling Trust & Culture before Profit w/ Steven SedoryIn this episode, Brian Franco interviews Steven Sedory, founder and CEO of Vertical IT Solutions, discussing his entrepreneurial journey, the strategic shift towards mergers and acquisitions, and the importance of building trust and cultural integration in business. Steven shares insights on the challenges faced during acquisitions, the significance of maintaining relationships, and offers valuable advice for entrepreneurs looking to grow their companies through M&A.Continue the conversation with Jacob Franco:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about Brian Franco by visiting:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠To connect with Steven:(22) Steven Sedory | LinkedIn2025-04-0832 minThe M and A GuyThe M and A GuyTestimonial: Brody Allen Exteriors & Bertram Capital Deal ClosureIn this episode of the M&A Guy podcast, host Brian Franco speaks with Zachary Bassi from Bertram Capital about their recent acquisition of Allen Exteriors. They discuss the importance of preparation and transparency in the deal process, the challenges faced during the transaction, and the significance of cultural alignment when partnering with private equity. Zach shares valuable insights for founders considering a merger or acquisition, emphasizing the need to choose the right partner beyond just financial considerations.Continue the conversation with Jacob Franco:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about Brian Franco by visiting:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E2025-04-0213 minThe M and A GuyThe M and A GuyScrubs & Strategy: Healthcare Innovations w/ Haley SchwartzIn this episode of the M&A Guy podcast, host Brian Franco speaks with Haley Schwartz, Founder of Catalyze Healthcare, about the intersection of healthcare and technology. They discuss the challenges and barriers to innovation in the healthcare sector, including regulatory hurdles and the need for capital. The conversation also explores the commercialization of healthcare products, the convergence of healthcare and technology, and the role of AI in improving patient outcomes. They emphasize the importance of balancing speed and safety in healthcare innovations while ensuring that patient care remains the top priority.Continue the...2025-03-2521 minThe M and A GuyThe M and A GuyNextGen Family Business w/ Allen Esrock (pt. 2)In this episode, Brian Franco interviews Allen Esrock from NextGen Nexus, discussing the challenges and opportunities faced by family businesses and their next generations. They explore the importance of storytelling, community engagement, and the emotional complexities involved in family business dynamics. Allen shares insights from his experiences and emphasizes the need for support systems for the next generation of family business leaders.Continue the conversation with Jacob Franco:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about Brian Franco by visiting:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Allen:⁠⁠⁠⁠⁠⁠⁠⁠⁠(12) Allen Esrock | LinkedIn2025-03-1814 minThe M and A GuyThe M and A GuyMeritage Closing - Brody Allen ExteriorsIn this episode of the M&A Guy podcast, BrianFranco interviews Stephen Maassen from Brody Allen, who shares his entrepreneurial journey of building a roofing company and navigating the complexities of a recent private equity transaction. The conversation delves into the importance of defining goals, the strategy behind selling a business, and the significance of building a legacy. Stephen discusses the surprises he encountered during the deal process and emphasizes the value of choosing the right partners and maintaining strong team dynamics. The episode concludes with a look ahead at future plans and the impact of their work on...2025-03-1220 minThe M and A GuyThe M and A GuyNextGen Succession Planning w/ Allen EsrockIn this episode of the M&A Guy podcast, Brian Franco interviews Allen Esrock, who focuses on next-generation entrepreneurship and ownership. They discuss the unique challenges faced by successors in family businesses, including the need for effective communication, the importance of understanding the dynamics of money, family, and business, and strategies for successful succession planning. Allen emphasizes the significance of treating the business as a separate entity and the necessity of planning for the future well in advance. The conversation provides valuable insights for those involved in family businesses and highlights the importance of preparing the next generation for...2025-03-0421 minThe M and A GuyThe M and A GuyCory's Journey: Transforming Home ServicesIn this episode of the M&A Guy podcast, host Brian Franco interviews Cory Hutcherson, founder of Sock Knocker, who shares his journey from a family legacy in the home services industry to his innovative approaches in e-commerce and customer service. Cory discusses the importance of company culture, the development of training systems, and the introduction of the Inbound Quality Score (IQS) to enhance customer experience and operational efficiency. He emphasizes the significance of not participating in recessions and the potential for growth through strategic acquisitions and effective training.Continue the conversation with Jacob Franco:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠2025-02-2522 minThe M and A GuyThe M and A GuyThe Secret to Healthcare M&A w/ Bradley BosticIn this episode, Brian Franco interviews Bradley Bostic from Health Cloud Partners, discussing the intricacies of healthcare mergers and acquisitions (M&A). They explore the founding of Health Cloud Capital, the significance of pharmacogenomics, and the role of data in enhancing patient care. Bradley shares insights on acquisition strategies, the importance of cultural alignment, and lessons learned from both successful and failed deals. The conversation emphasizes the need for healthcare companies to build strong economic engines and the future potential of data utilization in healthcare.Continue the conversation with Jacob Franco:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about Brian Franco by visiting:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...2025-02-1832 minThe M and A GuyThe M and A GuyGrowth Journey w/ SandeepIn this episode, Brian Franco and Sandeep Davankar discuss the intricacies of mergers and acquisitions (M&A) in the context of small business growth. They explore the journey of M&A, the importance of cultural integration, and the strategic advantages of government funding. Sandeep shares his personal experiences with M&A, emphasizing the need for a solid integration plan and the value of being fearless in entrepreneurship. The conversation highlights the significance of understanding market opportunities and the role of relationships in successful business transactions.2025-02-1124 minThe M and A GuyThe M and A GuyInsights from an Industry Insider w/ Matthew BarrettIn this episode of the M&A Guy podcast, Brian Franco and Matthew Barrett discuss the evolving landscape of mergers and acquisitions, focusing on the importance of quality of earnings reports, the exit process for business owners, and the collaboration among various service providers in the M&A ecosystem. They also explore the current economic outlook and the increasing activity in the middle market, emphasizing the need for business owners to prepare for exits and the role of advisory firms in facilitating successful transactions. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠F...2025-02-0425 minThe M and A GuyThe M and A GuyConfessions of an Independent Sponsor Pt. 2 w/ David KirubiIn this episode of The M&A Guy Podcast, host Brian Franco and guest David Kirubi discuss the intricacies of independent sponsorship, the importance of preparedness in mergers and acquisitions (M&A), and how to empower teams to think and act like owners. They explore a case study of SRC Holdings and the principles from 'The Great Game of Business' that emphasize the value of investing in people. The conversation highlights M&A as a growth strategy and offers insights on maximizing enterprise value through a culture of ownership.2025-01-2822 minThe M and A GuyThe M and A GuyUnlocking Capital for Business Growth w/ Ryan ScullyIn this episode of the Private Capital Mastery Podcast, host Brian Franco speaks with Ryan Scully about the critical role of capital in business growth, particularly in the construction industry. They discuss the importance of financial analysis, job costing, and the complexities of preparing a business for sale. Ryan shares insights on understanding client needs, the significance of cultural fit in acquisitions, and the challenges of generational business transitions. The conversation emphasizes the need for robust accounting systems and the implementation of operating procedures to ensure long-term success. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 2025-01-2133 minThe M and A GuyThe M and A GuyConfessions of an Independent Sponsor w/ David KirubiIn this episode of the Private Capital Mastery Podcast, host Brian Franco speaks with David Kirubi, an independent sponsor with a rich corporate background. David shares his journey from the corporate world to seeking opportunities that prioritize people and culture. He discusses the characteristics he looks for in businesses, the importance of understanding employee purpose, and the unique role independent sponsors play in the M&A landscape. The conversation emphasizes the significance of company culture, the value of aligning with sellers, and the potential for growth through strategic partnerships. Continue the conversation with Jacob...2025-01-1430 minThe M and A GuyThe M and A GuyUnderstanding Recent Legal Changes in California w/ Dustin NicholsSummary In this episode of the Private Capital Mastery Podcast, host Brian Franco and expert Dustin discuss critical updates on tax strategies, retirement asset protection, and the implications of new legislation in California. They explore the importance of proactive planning to minimize tax liabilities and protect assets, especially in a litigious environment. The conversation also highlights the subjective nature of retirement and the significance of maintaining purpose in work, alongside the necessity of annual reviews to adapt to changing circumstances. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: 2025-01-0720 minThe M and A GuyThe M and A GuyGo-to-Market the Right Way w/ Tim HillisonIn this episode of the Private Capital Mastery Podcast, host Brian Franco speaks with Tim Hillison, founder and CMO of Entry Point One. They discuss the intricacies of go-to-market strategies, the importance of understanding target audiences, and the role of fractional CMOs in helping startups navigate the complexities of marketing. Tim shares valuable insights on customer acquisition costs, successful case studies, and key takeaways for founders and CEOs looking to grow their businesses effectively. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠2024-12-1726 minThe M and A GuyThe M and A GuyThe Evolution of Health Tech w/ Amie TeskeIn this episode of the Private Capital Mastery Podcast, host Brian Franco speaks with Amie Teske, a seasoned professional in the healthcare sales industry. They discuss the evolving landscape of health tech, the importance of collaboration between payers and providers, and the innovative technologies that are shaping patient care, particularly in women's health and telehealth. Amie shares her insights on the challenges of selling in the healthcare sector and highlights the role of Ai in identifying incidental findings in patient care. The conversation emphasizes the need for smarter questions and collaboration to improve healthcare outcomes. 2024-12-1022 minThe M and A GuyThe M and A GuyThe Roofing Revolution in M&A w/ Daniel RoboskyIn this episode of the Private Capital Mastery podcast, host Brian Franco and guest Daniel Robosky delve into the roofing industry, focusing on the differences between retail and insurance pay models. They discuss the geographical influences on roofing companies' revenue streams, the impact of recent legal changes in Florida, and the growing reliance on public adjusters. The conversation highlights the importance of understanding both models for contractors and the potential for mergers and acquisitions in the roofing sector. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠2024-12-0318 minThe M and A GuyThe M and A GuyThe Power of Operational Efficiency w/ Daniel RoboskyIn this episode of the Private Capital Mastery podcast, host Brian Franco interviews Daniel Robosky from Quantifi Partners, discussing the explosive home services industry. They explore the importance of operational efficiency, the role of private equity, and the challenges of ego in business. Daniel shares insights on how incremental changes can lead to significant improvements, illustrated by a case study on enhancing closure rates. The conversation also touches on the firm's industry agnosticism and the potential for growth and legacy in various sectors. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 2024-11-1924 minThe M and A GuyThe M and A GuyUnlocking the Secrets of Business Credit w/ Bob HonadleIn this episode of the Private Capital Mastery podcast, host Brian Franco interviews Bob Honadle, an expert in business credit. They discuss the nuances of business credit, including how it differs from personal credit, the importance of establishing a business FICO score, and the critical role of trade lines in building credit. Bob emphasizes the challenges small businesses face in securing financing and offers insights into how to navigate the credit application process effectively. The conversation highlights the importance of accurate business information and the need for cash flow management in sustaining business growth. ...2024-11-1224 minThe M and A GuyThe M and A GuyLead God’s Playbook: Fueling Small Biz with FinTech PowerIn this episode of the Private Capital Mastery Podcast, host Brian Franco discusses the innovative approaches of KUDO Funding and Direct Funding Now with co-founders Ken Manesse and Gil Murillo. They explore the challenges small businesses face in accessing capital, the role of technology in streamlining funding processes, and the importance of building long-term relationships with clients. The conversation highlights success stories of entrepreneurs who have thrived with the help of KUDO Funding's unique financing solutions, emphasizing the company's commitment to empowering businesses and improving customer experiences. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting:...2024-11-0530 minThe M and A GuyThe M and A GuyBuilt to Cash Out: The Secret to Million-Dollar Exits w/ David GillilandIn this episode of the Private Capital Mastery Podcast, host Brian Franco engages with David Gilliland to explore the intricacies of business transferability, the importance of goodwill, and the role of leadership in fostering a thriving company culture. They discuss how businesses can prepare for exits, the significance of empowering teams, and share transformative case studies that highlight successful strategies for growth and valuation. The conversation emphasizes the need for entrepreneurs to focus on their vision, values, and the well-being of their teams to achieve sustainable success. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting...2024-10-2922 minThe M and A GuyThe M and A GuyShielding Your Wealth: Power and Asset Protection with Dustin NicholsIn this episode of the Private Capital Mastery Podcast, host Brian Franco and advisor Dustin Nichols delve into the critical topic of asset protection for business owners. They discuss the importance of understanding state-specific exemptions, the role of retirement trusts in safeguarding assets, and practical strategies for planning retirement while protecting wealth. The conversation emphasizes the need for proactive financial planning and collaboration with existing advisors to ensure comprehensive asset protection. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Dustin: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠2024-10-2223 minThe M and A GuyThe M and A GuyHigh-Stakes M&A: Power Moves and the Secret to the Perfect Deal w/ Andy JonesIn this episode of the Private Capital Mastery podcast, Brian T. Franco and Andy Jones are back to engage in a comprehensive discussion about the intricacies of private equity, capital raising, and the emotional and practical aspects of selling a business. They explore the importance of professional help, the emotional readiness of founders, common deal points that can surprise sellers, and the significance of cultural fit in M&A transactions. The conversation also delves into the evaluation of multiple offers, the role of working capital, and the concept of roll forward equity, providing valuable insights for founders and CEOs...2024-10-1535 minThe M and A GuyThe M and A GuyEmpire Builder: Debbie Kaye on Bold Moves, Big Wins, and Leading with PowerIn this episode of the Private Capital Mastery podcast, host Brian Franco interviews Debra Kaye, CEO of V&A Consulting Engineers. Debra shares her journey from joining the firm to becoming its owner, discussing the challenges and successes along the way. The conversation delves into the acquisition process, the implementation of an Employee Stock Ownership Plan (ESOP), and the importance of maintaining company culture and employee welfare. Debbie also offers valuable advice for founders and CEOs based on her experiences in the consulting engineering industry. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠2024-10-0824 minThe M and A GuyThe M and A GuySpecial One-Year Anniversary Episode: The Secret to Early-Stage Capital Success w/ Ian Kelly-ThomasIn this episode of the Private Capital Mastery Podcast, host Brian Franco and guest Ian Kelly-Thomas discuss the intricacies of raising capital for early-stage companies. They explore the evolution of private capital markets, the importance of cultural alignment between founders and investors, and the critical aspects of valuation and market expectations. The conversation emphasizes the need for a compelling pitch deck, navigating the due diligence process, and the responsibilities that come post-funding. Ian shares insights on finding the right investment partners and the significance of building a supportive community around capital raising efforts. Continue the conversation with...2024-10-0130 minThe M and A GuyThe M and A GuyBuy, Build, and Conquer: The Power of Business Acquisitions with Walker DeibelIn this episode of the Private Capital Mastery podcast, host Brian Franco speaks with Walker Deibel about the intricacies of acquiring businesses, the importance of mindset, and the current landscape of private capital. They discuss the advantages of buying existing businesses over startups, the role of SBA loans, and the significance of seller financing. The conversation highlights the massive wealth transfer occurring in the U.S. and the opportunities it presents for aspiring entrepreneurs. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠ Connect with Walker: ⁠⁠⁠2024-09-2435 minThe M and A GuyThe M and A Guy"Healthcare Investments and Private Equity: Navigating Challenges and Trends" w/ Rebecca Springer In this episode of the Private Capital Mastery podcast, host Brian Franco is joined by Rebecca Springer from PitchBook to dive deep into the evolving landscape of healthcare investments and private equity. They discuss the increasing scrutiny on healthcare transactions by lawmakers, particularly in states like California and Oregon, and how these changes could impact private equity’s role in healthcare. Rebecca offers insights into the data surrounding healthcare private equity, addressing common misconceptions and highlighting key trends in deal-making, including IT services, tech-enabled healthcare, and more. If you're an entrepreneur, CEO, or investor in the healthcare space, this ep...2024-09-1724 minThe M and A GuyThe M and A Guy"Shifting Strategies in Private Equity: Trends, Tax Law Impacts, and Opportunities w/ Andy Jones"In this conversation, Brian T. Franco interviews Andy Jones from Private Equity Info. They discuss trends in the private equity industry, including the impact of government policies, tax law changes, and the types of acquisitions being made. They also touch on the choice between C Corporations and LLCs and the considerations for companies in light of potential tax law changes. Overall, the conversation provides insights into the current state of the private equity market and the factors influencing investment decisions. Private equity groups are holding investments longer, leading to a shift in the mix of platform versus add-on acquisitions...2024-09-1035 minThe M and A GuyThe M and A GuyPreparing for a Capital Event: Selling or Transacting InternallyIn this episode of the Private Capital Mastery podcast, host Brian Franco interviews attorney Jeff Peterson about the intricacies of the private capital markets. Together, Brian and Jeff discuss: the importance of preparation for a capital event, whether it's selling a company or transacting it internally; the need for accurate financial statements and a strong management team to lower the perception of risk for buyers; the importance of addressing legal issues such as employment law and intellectual property rights. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠ Learn more about Brian Franco by visiting: 2024-09-0319 minThe M and A GuyThe M and A Guy"Preparing Your Business for a Successful Exit: Insights from a Chief Exit Officer"In this episode of the Private Capital Mastery Podcast, host Brian Franco sits down with Mordy Levine, Chief Exit Officer, to discuss the critical steps entrepreneurs should take to prepare their businesses for a successful exit. From understanding the importance of early preparation and mock due diligence to leveraging growth initiatives and mitigating risks, Mordy shares invaluable advice on how to enhance your company's valuation and navigate the complexities of selling a business. Tune in to learn how to position your business for maximum success and avoid common pitfalls in the exit process. Whether you're planning to sell soon...2024-08-2726 minThe M and A GuyThe M and A GuyMastering Perception: The Power of Strategic CommunicationIn this episode of the Private Capital Mastery podcast, host Brian Franco sits down with Maggie Habib, a leading public relations leader specializing in financial and corporate communications. Together, they explore the critical role of perception in the success of capital events—from startups to exits. Maggie shares her expertise on how companies can strategically manage their digital footprint and messaging to ensure they are seen in the best light by investors, stakeholders, and the public. They discuss the importance of timely, thought-out communication, the challenges of navigating today's fast-paced media landscape, and the impact of a well-crafted narrative on...2024-08-2031 minThe M and A GuyThe M and A Guy"Master Crowdfunding: Insights & Strategies w/ Bruce Virga of Title3Funds"In this episode of the Private Capital Mastery podcast, host Brian Franco sits down with Bruce Virga, of Title3Funds, to explore the world of crowdfunding. They dive deep into what crowdfunding is, how it works, and when founders should consider it as part of their capital-raising strategy. Bruce shares his journey into the crowdfunding space, offers practical advice for founders, and highlights the importance of having a strong community before launching a crowdfunding campaign. Whether you're an early-stage startup or a 40-year-old company, this episode offers valuable insights into leveraging funding to fuel your growth. Tune in to...2024-08-1323 minThe M and A GuyThe M and A GuyExit Ready: Preparing Your Company for a Lucrative Exit Strategy (Part 2)In this episode of Private Capital Mastery, Brian Franco, was recently invited to speak at an event on exit strategy. This two-part series, concluding with today's episode, includes the second half of the presentation and a Q&A session with the audience. Brian, who has completed over 21 public M&A transactions and scaled numerous businesses, emphasizes the importance of having a solid exit strategy to avoid the pitfalls his own family experienced. He shares real-life case studies of companies that successfully navigated their exits, highlighting key factors that can significantly impact business valuation, from achieving high EBITDA multipliers to...2024-08-0626 minThe M and A GuyThe M and A GuyExit Ready: Preparing Your Company for a Lucrative Exit Strategy (Part 1)In this episode of Private Capital Mastery, Brian Franco, was recently invited to speak at an event on exit strategy. This two-part series, starting with today's episode, includes the first half of the presentation and a Q&A session with the audience. Brian, who has completed over 21 public M&A transactions and scaled numerous businesses, emphasizes the importance of having a solid exit strategy to avoid the pitfalls his own family experienced. He shares real-life case studies of companies that successfully navigated their exits, highlighting key factors that can significantly impact business valuation, from achieving high EBITDA multipliers to...2024-07-3020 minThe M and A GuyThe M and A GuyThe Human Element in Sales: Creating Meaningful Connections with Denise Murtha BachmannWelcome to the latest episode of the Private Capital Mastery podcast, hosted by Brian Franco. Today, we're diving into how founders and entrepreneurs can elevate their company's value to 300 million with a comprehensive game plan and strategies to control your company's destiny. This episode features Denise Murtha Bachmann, an expert in sales and AI integration. Denise shares her journey of over 30 years in sales, focusing on the latter part in AI and automation, and her transition from corporate life to launching Success with AI. She emphasizes the importance of understanding both technology and the human element in sales to...2024-07-2325 minThe M and A GuyThe M and A GuyMastering Transaction Readiness: Essential Strategies for Founders with Michelle GenerauxIn today's episode of the Private Capital Mastery podcast, host Brian Franco is joined by special guest Michelle Generaux, celebrating 23 years with her law firm. Together, they dive into the critical topic of transaction readiness, essential for founders and entrepreneurs aiming to elevate their company value to $300 million. Michelle shares her extensive experience in the AEC industry, highlighting her journey from litigation in Minnesota to construction defect litigation and transactional work in California. She emphasizes the importance of having an exit plan from the start, the need for strategic planning, and the role of internal and external transactions in...2024-07-1636 minThe M and A GuyThe M and A GuyNavigating the Capital Markets with Expert Insights from Mick DennerIn this episode of the Private Capital Mastery podcast, host Brian Franco sits down with Mick Denner, founder of Mode Growth Partners, to explore the journey of scaling a company to a $300 million valuation. Mick shares his unique background, from his time in the Marine Corps to his passion for small businesses, and how these experiences shaped his approach to business growth. They discuss the importance of aligning with the right investors, the strategy behind platform acquisitions, and the role of recurring revenue in ensuring business stability. Mick emphasizes the value of smart capital, where investors not only provide...2024-07-0933 minThe M and A GuyThe M and A GuyData-Driven Exits: Preparing Your Company for Liquidity Events and Capital Readiness with Tim TeenIn this episode of the Private Capital Mastery podcast, host Brian Franco is joined by Tim Teen, an experienced entrepreneur and business advisor, to explore the crucial strategies for preparing your company for data-driven exits and liquidity events. Whether you're aiming to scale your business or plan for a lucrative exit, this episode provides invaluable insights into managing expectations and organizing your data room effectively. They discuss the importance of having a well-prepared set of financial documents, the benefits of running your company as if you're ready to sell it, and how to avoid common pitfalls that can delay...2024-07-0218 minThe M and A GuyThe M and A GuyExit Strategy Success: Leveraging Fractional COOs with Parham MirshahpanahIn this episode of the Private Capital Mastery podcast, host Brian Franco welcomes Parham Mirshahpanah from 334 Ventures to discuss exit strategy success through leveraging fractional CEOs. As they dive into the intricacies of growing company value to 300 million, they explore how effective planning and strategic implementation can drive a business from seed to scale, making it attractive to investors and ready for a successful exit. Parham shares insights from his work with various businesses, emphasizing the importance of systematizing processes and focusing on finance and operations to boost enterprise value. They also highlight how building strong organizational structures not...2024-06-2533 minWild, Weird & Sometimes NormalWild, Weird & Sometimes NormalE66 Franco Bonacci - Professional Poker PlayerOn this episode I'm joined by professional poker player, Franco Bonacci. Franco has won several WSOP rings and just recently added a bracelet to his collection. I'm fascinated how people make a career in non-traditional ways, and I get to ask Franco all the hard hitting questions. Why is Rounders the best poker movie of all time? How does one actually get good at poker? And most importantly, why do I suck at it? Franco's a great dude and I had an awesome time speaking with him. The one thing he does need to work on is his marketing...2024-06-2138 minThe M and A GuyThe M and A GuyEvolution of the Family Office - Why It’s a Good Alternative to Venture Capital with Danielle Patterson - PART 2In today's episode of the Private Capital Mastery podcast, host Brian Franco dives into the evolution of family offices, providing insights for founders and entrepreneurs aiming to scale their ventures to $300 million. Joined by Danielle Patterson, an expert in the field, the discussion explores why family offices serve as a compelling alternative to venture capital and private equity, especially in real estate transactions. They highlight how family offices vary in their investment strategies based on market conditions and their convictions. The episode also covers the dynamic nature of family offices, which evolve with market trends, leveraging extensive industry classifications...2024-06-1815 minThe M and A GuyThe M and A GuyEvolution of the Family Office - Why It’s a Good Alternative to Venture Capital with Danielle Patterson - PART 1In today's episode of the Private Capital Mastery podcast, host Brian Franco dives into the evolution of family offices with guest Danielle Patterson. They explore how family offices offer a unique alternative to venture capital and private equity for founders and entrepreneurs. Danielle shares insights from her journey in acquiring and transforming the Family Office List, highlighting its role in connecting high-net-worth families with strategic investment opportunities. They discuss the growing trend of family offices globally, their diverse investment strategies, and how they provide "smart capital" to founders. Tune in to learn how to leverage family offices for business...2024-06-1115 minThe M and A GuyThe M and A GuyThe Importance of Hiring the Right People with Fletcher WimbushIn this episode of the Private Capital Mastery podcast, Brian Franco and Fletcher Wimbush discuss the importance of hiring the right people for success in the construction industry. Fletcher, an expert in talent selection, says companies should use a systematic, data-driven approach to evaluate candidates and ensure they fit various roles. He stresses that employees are key assets that need to be maintained and nurtured, just like physical assets. They also discuss using technology for efficient workforce planning and the value of networking to attract and retain top talent. "Authenticity builds trust in relationships." - Fletcher Wimbush2024-05-2834 minThe M and A GuyThe M and A GuyConfessions of a Private Equity Buyer with Adam CoffeyIn today's episode of the Private Capital Mastery podcast, host Brian Franco talks with Adam Coffey, an experienced CEO and author, about using private equity for business growth. Adam shares his knowledge on creating value and reducing risk before selling a company. He emphasizes the importance of strategic planning and building a strong leadership team. They discuss the complexities of deal terms and valuation, the challenges of selling a business, and the need for expert guidance for entrepreneurs facing the biggest transaction of their lives. Adam also comments on the strategies private equity firms use to stand out in...2024-05-2440 minThe M and A GuyThe M and A GuyDeal Announcement - Howard & Sons Closing (Meritage)In today's episode of the Private Capital Mastery podcast, Brian Franco, the CEO of Meritage Partners, announced the successful merger of GM's with their client, Howard and Sons. He emphasized that the merger's primary focus was to preserve the Howard family's legacy and secure the future for the company's long-standing employees. Brian expressed gratitude to the teams from both companies, especially AJ, William, and Theresa, for their invaluable contributions to the merger's success.  Brian also expressed his appreciation for the opportunity to continue the Howard legacy within the GM's family. He hinted at future updates a...2024-05-2301 minThe M and A GuyThe M and A GuyPacific Cornerstone Architects' Journey with Meritage Partners with Tim SchulzeIn today's episode of the Private Capital Mastery podcast, Brian Franco hosted Tim Schultz from Pacific Cornerstone Architects to discuss the successful merger of their firm with Head Design, facilitated by Meritage Partners. Tim shared insights into his retirement and the tailored merger process, emphasizing the importance of relationships and the company's future. Tim reflected on the firm's rapid growth after the merger, his satisfaction with the negotiation process, and the operational relief they experienced. They also touched on family involvement in the business and recommended Meritage Partners to others. "The merger was not just...2024-05-1530 minThe M and A GuyThe M and A GuyUnderstanding the Impact of Company Culture on Business Success with Rick GirardIn this podcast episode, host Brian Franco and guest Rick Girard explore the vital role company culture plays in hiring and business success. They discuss the pitfalls of hiring without considering core values, the consequences of bad hires, and the benefits of a purpose-driven approach. Drawing from his headhunting experience, Rick emphasizes aligning values and behaviors to build a cohesive team. They also touch on how culture influences investor attraction and due diligence. "Your number one biggest responsibility as a founder or CEO of a company is to make sure you have the right people on the...2024-05-0726 minThe M and A GuyThe M and A GuyTransforming Enterprise Value Through Professionalized Financial Functions with Francois MollerIn this episode of the Private Capital Mastery podcast, host Brian Franco, expert Francois Moller, and a finance professional discuss how professionalizing financial functions can boost a company's value. They talk about the shift from cash to accrual accounting, the importance of key performance indicators (KPIs), and effective cash flow management. The conversation highlights the need for accurate financial data to make informed decisions and negotiate transactions. They also cover the challenges entrepreneurs face in presenting financials and the significance of net working capital in mergers and acquisitions. A case study on recurring revenue models demonstrates the importance of...2024-04-3028 minThe M and A GuyThe M and A GuyThe Entrepreneur's Endgame: Passion, Profit, and Happiness with Nick LeightonIn this episode of the Private Capital Mastery podcast, host Brian Franco and guest Nick Layton explore the journey of an entrepreneur towards a successful business exit. They discuss the emotional side, personal goals, and the complexities of running a business. Nick, an experienced entrepreneur, emphasizes the importance of aligning personal objectives with business growth. The two talk about the challenges of multi-owner companies, stressing the need for a shared vision and strong company culture.  "In the tapestry of multi-owner businesses, each thread must weave together to create a masterpiece of shared vision and success." W...2024-04-2332 minThe M and A GuyThe M and A GuyEmerging Technologies & Investor Confidence with Sandeep DavankarDiving deep into the entrepreneurial journey, we often overlook the sheer resilience needed in the face of funding challenges. Did you know the majority of small businesses initially turn to friends, family, or personal savings? It's a testament to the grit of founders, but it also highlights the importance of broadening our financial horizons. On the latest episode of the Private Capital Mastery podcast, we explore the lesser-known pathways to capital that can truly change the game for budding entrepreneurs. "Every large business you see, Google, Microsoft, Apple, they were all once a small business. They went...2024-04-1632 minThe M and A GuyThe M and A GuyScaling Strategies: Investing in Employees and Exponential Growth with Tony DisilvestroSystemizing your business might just be the game-changer you need. I had a fascinating chat about reverse engineering processes for scalability with entrepreneur Tony Disilvestro. His approach isn't just theory—it's the backbone of his own success. Did you know that 70% of successful businesses attribute their growth to strong systems and processes? Listen in to to learn more. "It's about inspiring entrepreneurs and letting them realize their dreams." - Tony Disilvestro What you will learn: The three key pillars for exponential growth Transition from business owner to entrepreneur Delegations an...2024-04-0922 minThe M and A GuyThe M and A GuyBuyouts: Independent Sponsors & Funding with Bruce LipianIn the realm of private equity, closing the deal is a rare art. Out of hundreds of possibilities, only a couple make the cut each year. On this episode, my guest, Bruce Lipian, shared the rigorous process behind selecting the golden few—where due diligence meets intuition. This behind-the-scenes peek into deal selection is a fascinating dance between opportunity and meticulous scrutiny. "What we know is that private equity groups want to invest in individuals who are bankable and have a vision for creating value." - Bruce Lipian What you will learn: Transition to...2024-04-0241 minThe M and A GuyThe M and A GuyScalable Foundations for Attractive Valuations with Guy CassidyHave you ever heard of the 80/20 rule? In today's episode, I had an insightful conversation with Guy Cassidy about how this principle is crucial for profitability. It turns out that for many companies, 20% of customers or products are responsible for 80% of the gross profit. It's fascinating to see the impact of this on our strategies and focus. "Most businesses are struggling because they're just competing, as opposed to striving towards a level of excellence that really provides competitive separation." -  What you will learn: Scalable Foundations for Attractive Valuations Struggles with G...2024-03-2627 minThe M and A GuyThe M and A GuyPart III: Enhance - Increase enterprise value by being best-in-class and transaction readyThe journey to financial freedom for business owners involves continuous learning and community support. That's why I encourage CEOs and entrepreneurs to get valuations and assessments for their companies. Understanding your current enterprise value is the first step in crafting a bespoke strategy for growth. Share experiences, overcome challenges, and work towards your goals within the Private Capital Mastery community. "I prefer to call my past financial losses 'tuitions' because I've used those experiences to teach myself something as an entrepreneur." What you will learn: Enhancing Revenue Streams  Leveraging Technology 2024-03-1915 minThe M and A GuyThe M and A GuyPart II: ARCHITECT - Made To Exit With The End In MindHave you ever wondered what goes on in the minds of investors? In this episode of Private Capital Mastery, we dive deep into the psychology of investment decision-making. It's a fascinating journey that reveals why understanding human behavior could be your ultimate edge in the marketplace.  "If you are a business owner, and you have not considered or begun crafting your exit, then you need to DM me now. This is your moment to take that first step to creating financial freedom." What you will learn: Strategic Architecture in Business Exit Planning  ...2024-03-1213 minThe M and A GuyThe M and A GuyPart I: MEASURE - What Gets Measured Gets MultipliedWhat drives the value of a business? In the first episode of this 6 part series I dive deep into the top ten key factors that influence enterprise value. From the importance of profitability and margins to the critical role of a strong management team, each element plays a vital part in determining your company's worth in the marketplace. Understanding these drivers is more than just academic; it's essential for anyone looking to scale and potentially exit with maximum value.  “Exiting a business isn't an afterthought; it's a process that requires careful planning and design.” What you w...2024-03-0512 minThe M and A GuyThe M and A GuyPursing and Defining True Wealth with Daryl LyonsPreparing for life's next chapter requires purpose, wisdom, and a solid financial plan. On today's episode, I had the pleasure of discussing the importance of transition practice and tax strategy with Daryl Lyons Darrell Lyons of Pax Financial Group. Pax Financial Group serve clients nationwide, focusing on aligning investment strategies with religious convictions, especially in a polarizing environment. They address conflicts of interest in investments and provide case studies on marriage support and strategic charitable giving through donor-advised funds. The episode covers the importance of personalized financial solutions, the assessment process for charitable giving, and advice for business owners...2024-02-2731 minThe M and A GuyThe M and A GuyDiscovering Venture Studios with Alex MinicucciWhen navigating the world of private capital, nothing beats being prepared. Understanding your business, articulating financials, and having a clear grasp of KPIs is crucial. It's not just about what you present, but how you present it from an investor's perspective. Remember, a solid foundation is key to securing that investment.  It's essential to 'date' various options to find your perfect match. Engaging with experienced individuals and aligning your capital strategy with personal objectives and philosophies can be a game-changer for entrepreneurs. It's about finding that sweet spot between control, smart money, and the right combination of d...2024-02-2030 minThe M and A GuyThe M and A GuyWhat Get's Measured, Get's Multiplied" with Rob Crecak"What gets measured gets multiplied." This powerful takeaway from my latest podcast episode with Rob Crecak encapsulates the essence of strategic business growth. We discussed the critical nature of measurement and analysis in realizing the full potential of your venture. This approach can truly be a game-changer for entrepreneurs seeking to enhance their companies' performance. "One thing that I wish I had realized as a finance professional a long time ago is that the key to scaling any business is a simple equation." - Rob Crecak What you will learn: The importance of...2024-02-1326 minThe M and A GuyThe M and A GuyVisualizing the Sale with Dan StevensWhen was the last time you heard about a financial team with over 75 years of combined experience? On this podcast, Dan Stevens shares insights from the Signature Legacy Wealth Advisors team at UBS, who manage around $1 billion in assets. Their boutique approach to wealth management isn't just impressive – it's transforming the way entrepreneurs manage their fortunes. Dan and I also dissect the risks of emotional investing through a real-life case study. Diversification is more than a buzzword; it's your safety net. Listen in to learn why. “Contemplating a business sale or transition can be one...2024-02-0637 minThe M and A GuyThe M and A GuyPersonal Interview of Host Brian T. FrancoOn this special episode, Brian Franco had the honor of being interviewed by Kyle Knowles.  Have you ever wondered how childhood experiences shape the entrepreneurs of tomorrow? From lemonade stands to a family car wash, his entrepreneurial spirit was ignited early on, guided by the influence of his business-savvy parents. Tune in to hear how these humble beginnings laid the groundwork for a stellar career in the business advisory space. "Entrepreneurship is not just a career; it's a life lesson that starts as early as the first lemonade stand." - Kyle Knowles What you will l...2024-01-301h 15The M and A GuyThe M and A GuyFinancial Health Check: Assessing Your Company's ViabilityEver wondered about the story your business's numbers are telling? On this episode, we delve into the narrative behind the figures. Pam Jordan joined me to dissect financial statements and explain why understanding them is critical for your company's health. A recent case study showcased how one business owner's lack of financial awareness led to capital raising struggles. Let's make sure your business isn't singing the blues when it comes to numbers. “I believe numbers tell a story, and a lot of business owners don't understand the story that their numbers are telling.” - Brian Monroe 2024-01-2328 minThe M and A GuyThe M and A GuyEnhancing Valuation: Project Management ImplementationOn this episode of the Private Capital Mastery podcast, I had a candid conversation with Brian Monroe, where we tackled the common struggle of resource allocation in businesses. With companies juggling numerous initiatives, it's fascinating to learn that nearly 60% of organizations report inadequate resource distribution as a barrier to project success. Brian Monroe's take: It's not just about working hard, it's about working smart. "Sometimes you're going back in and saying, 'Yeah, but it's not going to give you the result that you're looking for at this point in time.'" - Brian Monroe What...2024-01-1638 minThe M and A GuyThe M and A GuyThe Barrett Model: Company Culture and its Impact on Business ValuationOn this episode of the Private Capital Mastery podcast, Brian Franco interviews Ellen Robinson from Team Performance. They talk about the significance of values-driven cultures in organizations, using the Barrett model for culture assessment. Ellen shares two case studies that show how organizational culture affects business success and failure. She highlights the role of leadership in aligning company culture and the potential problems of poor cultural integration during mergers and acquisitions. The conversation also addresses the challenges of maintaining culture during growth, the importance of strategic alliances, and tips for enhancing culture using the Barrett model. "People...2024-01-1235 minThe M and A GuyThe M and A GuyMaximizing M&A Success: How to Implement Legal and Financial StrategiesOn this episode of the Private Capital Mastery Podcast, host Brian Franco chats with legal expert Brian Hogan about the vital role of legal strategies in business, especially in mergers and acquisitions. They highlight the significance of aggressive tactics, early estate planning, and asset protection, using a real-life example to demonstrate the repercussions of inadequate preparation. The conversation dives into the necessity for early preparation for business sales, the predictive value of financial statements, and the impact of quality of earnings reports on financial evaluations. Brian Hogan also explains the due diligence process, including the review of various business...2024-01-0931 minThe M and A GuyThe M and A GuyMaximizing Your Income to Build Your OutcomeOn this episode of the Private Capital Mastery podcast, host Brian Franco and guest Steve Charlton from Wisdom Financial discuss the significance of personalized financial planning. They emphasize the importance of strategies to manage wealth accumulation and distribution, with a focus on reducing tax liabilities. Additionally, they explore the role of life insurance in safeguarding and growing wealth. The conversation underscores the need for a team of experts for comprehensive financial management and the importance of prioritizing the consumer. They urge listeners to carefully plan their financial futures, considering both wealth accumulation and distribution phases. “I believe th...2024-01-0240 minThe M and A GuyThe M and A GuyUnderstanding the Challenges of Securing Larger CapitalOn this episode of the Private Capital Mastery podcast, Brian Franco interviews Dan Lee, co-head of consumer and retail for Canvas Direct Lending Strategy. They talk about how Canvas offers “smart capital” - a mix of debt, equity, and strategic resources - to help businesses grow. Lee stresses the importance of transparency, accurate financial reporting, and the shift from bookkeeping to strategic CFO roles in businesses. They also cover the misconception that selling to private equity is the only way for businesses to grow, highlighting Canvas' hybrid solutions for businesses seeking capital. "You have to make sure that...2023-12-1937 minThe M and A GuyThe M and A GuyNetworking Capital Calculations - What is it? & what is it?On this episode of the Private Capital Mastery podcast, Brian Franco and Joe Belden talk about how networking capital is crucial in M&A transactions. They stress the importance of understanding and managing accounts receivable, work in progress, and accounts payable. Joe shares a real-life example where disagreements arose between a buyer and seller due to poor accounting procedures. They highlight how networking capital is essential for buyers and why sellers need to carefully assess their balance sheets. They also discuss the difficulties of aligning perspectives between buyers and sellers. "Ultimately, networking capital is a function of...2023-12-1237 minThe M and A GuyThe M and A GuyDeferred Sales Trust - Tax Advantages & ConsiderationsOn this episode of the Private Capital Mastery podcast, Brian Franco interviews Greg Reese, founder, president, and CEO of Reef Point LLC.  They discuss the Deferred Sales Trust (DST) strategy. Greg points out the advantages of DST, like delaying taxes, safeguarding against outside influences, and being able to leave assets to beneficiaries. He likens DST to a personal 401(k) plan and stresses the importance of collaborating with a team of trusted advisors to make the most of DST. Greg also presents two case studies to show why it's crucial to grasp DST and plan ahead when thinking about selling o...2023-12-0530 minThe M and A GuyThe M and A GuyUnlocking the 5 C`s of Credit for Financial Success with Mariya PylypivOn this episode of the Private Capital Mastery podcast, host Brian Franco and guest Mariya Pylypiv talk about the five C's of credit: character, capacity, capital, collateral, and conditions. They explain how these factors can affect a business's appeal to investors and lenders. Brian stresses the significance of showing a company's progress to potential lenders, while Mariya recommends that new entrepreneurs consult financial advisors for help. They also discuss how understanding the five C's can assist businesses in negotiating better loan terms. Brian emphasizes the importance of having a strong financial team to make well-informed decisions. "The...2023-11-2817 minThe M and A GuyThe M and A GuyFrom 10 Million to 30 Million: Strategies for Company Value Growth with Nick LongOn this episode of the Private Capital Mastery podcast, Brian Franco and Nick Long talk about how to grow a business from $10 to $30 million. They talk about the challenges of getting funding, the importance of finding the right investors, and the mindset needed for successful business growth. Nick shares his experience as an entrepreneur and the things he learned about being attractive to investors. They also talk about the "next 90" concept, which is the coaching and advice work that Nick does to help people reach their goals in the next 90 days.  "Setting long-term goals and reverse engineering t...2023-11-2121 minThe M and A GuyThe M and A GuyCompany Preparedness for Transactions: Key Considerations with George BlancoOn this episode of the Private Capital Mastery podcast, Brian Franco invites George Blanco, an enterprise management advisor, to talk about the significance of detailed financial information in underwriting processes and due diligence for investors. George shares real-life case studies that highlight the impact of reclassifying expenses on tax liability and the potential for higher return on investment when selling a business. They also discuss the importance of strategic planning, financial analysis, and proactive decision-making in businesses, emphasizing the role of experts in guiding businesses towards profitability and success. "If you have a good advisor, and they...2023-11-1428 minThe M and A GuyThe M and A GuySuccess Stories: Entrepreneurs Who Mastered Private Capital with Russ PerryOn this episode of the Private Capital Mastery podcast, Brian Franco, interviews Russ Perry, the founder and CEO of Design Pickle. Russ shares his experiences with private capital, including a loan he received from a friend that helped him understand the potential of capital for business growth. He talks about the importance of intelligent capital, which not only provides funding but also offers strategic advice. Russ also highlights the necessity of having a clear plan for utilizing capital and the responsibility that accompanies it.   "Capital is an insurance policy for a big strategy and staying the course du...2023-11-0724 minThe M and A GuyThe M and A GuyNavigating the Financing Maze: From Needs to Choices with Mariya PylypivIn this episode of "Private Capital Mastery," host Brian Franco and finance expert Mariya Pylypiv explore the obstacles faced when making financial decisions for venture success. Mariya stresses the significance of comprehending market conditions and the financial requirements of the venture. She shares her personal encounters with high interest rates and the challenges of obtaining financing for new businesses. Mariya also offers guidance on alternative financing options and the factors that influence financing decisions. Brian highlights the importance of relationships in securing financing and the necessity of strategic planning during economic downturns.  "They were very strategic in h...2023-10-3118 minThe M and A GuyThe M and A GuyFinding the Right Partners to Turbocharge Your Business GrowthOn this episode of the Private Capital Mastery podcast, Brian Franco explores the importance of selecting the right capital partners to drive business growth and achieve successful exit strategies. He highlights the potential issues that can arise from partnering with the wrong entities, including conflicting goals and disruptions to operations. Brian provides a list of ten key objectives to consider when choosing a capital partner, such as aligning business goals and evaluating financial stability. He underscores the significance of finding a partner who shares the company's vision and values, and encourages listeners to seek expert guidance during the planning...2023-10-2407 minThe M and A GuyThe M and A GuyDealing with Professional Debt or Equity Investors: What You Need to KnowOn this episode of the Private Capital Mastery podcast, Brian Franco, shares his expertise on how to access the private capital markets. He talks about the common misconception that traditional banks are the sole source of capital and highlights the different options available, such as private debt and equity investors. Brian emphasizes the importance of leveraging your business to obtain the capital necessary for growth and provides guidance on accessing the capital needed for selling or expanding a business. He advises working with a team of experienced advisors and invites listeners to tune in to the next episode focused...2023-10-1706 minThe M and A GuyThe M and A GuyDemystifying the World of Private Capital for EntrepreneursOn this podcast episode of "Private Capital Mastery," host Brian Franco explores the different types of private capital that are available in the market. He discusses how family offices, private equity groups, search funds, and mezzanine lenders provide funding based on a business's specific needs and stage of development. Franco emphasizes the importance of being prepared and having accurate data when seeking capital. He also dives into the concept of platform businesses and additional acquisitions. Through case studies on Amazon and Facebook, Franco illustrates how private equity investments have played a role in their growth. He highlights the potential...2023-10-1015 minThe M and A GuyThe M and A GuyThe Importance of Having an Exit Strategy: Why 83% of Entrepreneurs Don't Plan AheadOn this episode of the Private Capital Mastery podcast, host Brian Franco introduces himself and his background in assisting founders and entrepreneurs with their growth and exit strategies. He brings attention to the upcoming largest wealth transfer in history and the fact that many entrepreneurs lack proper plans for exiting their businesses. The goal of the podcast is to educate listeners on how they can use the private capital markets to achieve growth and successful exits. Brian emphasizes the importance of careful planning and execution in order to maximize value and achieve desired outcomes. He also shares personal experiences...2023-10-1009 minThe M and A GuyThe M and A GuyComing SoonWelcome to the Private Capital Mastery Podcast. I'm Brian Franco, and I appreciate you joining us. Tune in every Tuesday as I provide you with exclusive insights into how billionaire entrepreneurs have utilized the vast resources available in the private capital markets. Discover the strategies they employ to achieve exponential growth, scale their companies, and create generational wealth through successful exit plans. Join me as I share my playbook, offering a step-by-step guide and an insider's perspective on this otherwise exclusive marketplace. For the past two decades, my firm, Meritage Partners, has worked with founders and entrepreneurs...2023-10-0301 minRental Property Owner & Real Estate Investor PodcastRental Property Owner & Real Estate Investor PodcastEP399 Solving the Affordable Housing Crisis with Mobile Homes and Factory-Built Housing with Franco PerezMy guest today is on a mission to create affordable housing in one of the most unaffordable locations in the country—Silicon Valley. Franco Perez is a mobile home expert, affordable housing author, and manufactured home developer. Today Franco is going to help us understand why mobile homes are the future of affordable housing. We’ll also discuss factory-built housing and how it’s a solution to the high cost of new construction. Find out more: franco.tv Today’s episode is brought to you by Green Property Management, managing everything from sin...2023-08-2128 minGrief 2 GrowthGrief 2 GrowthHow His NDE Will Change How You View The World with Franco RomeroSend me a Text Message- please include your contact information so I can respondFranco Romero's near death experience transformation not only changed him, it allows him to see how the world's transformation is imminent.In this captivating episode of Grief 2 Growth Podcast, we sit down with Franco Romero, a Top 10 bestselling author, clairvoyant, spiritual coach, and speaker. Franco's extraordinary journey began with a near-death experience at a tender age of six months, which led him to become clairvoyant and set off a profound spiritual awakening later in life.Our host, Brian Smith...2023-06-151h 10The Brian D. O\'Leary ShowThe Brian D. O'Leary ShowRemembering the great Franco Harris - 12/21/2022The Brian D. O’Leary Show December 21, 2022   Bill Schonely “… wherever you may be…” The Final Goodbye for “The Schonz” https://youtu.be/wna_mCmHQeI   Franco Harris Steelers Hall of Fame RB Franco Harris, author of 'The Immaculate Reception,' dies at 72 Starting with the 1980 season, Harris became the career rushing leader among active players. The 1984 Seattle Seahawks did have the “Original” Curt Warner on the roster, but the 3rd pick of the 1983 NFL Draft out of Penn State was injured in...2022-12-2115 minFashion Rewired Podcast with Brian HillFashion Rewired Podcast with Brian HillHow a corporate graphic and apparel designer REWIRED to become a functional fashion entrepreneur, Hannah Franco, Epoque EvolutionBrian got the chance to sit down with a career corporate graphic and apparel designer that experienced GREAT success at brands that include Athleta, Swim USA, Kohl's, Target and Amazon. But, it was while meeting up with a good friend during a vacation to Morocco that Hannah REWIRED and launched a smart and functional line of lifestyle apparel for women. Find out how she did it, Hannah Franco of Epoque Evolution. Action Steps to REWIRE: 1. IDENTIFY What is missing in your targeted marketplace! 2. DREAM BIG about the opportunity while taking smart time to build your...2021-03-2300 minTackling College Sports - A resource to help high school student-athletes transition to college level sports.Tackling College Sports - A resource to help high school student-athletes transition to college level sports.TCS 006: Brian Reynolds MS., CSCSBrian Reynolds MS., CSCS and owner of Thunder Sports & Fitness.   In this particular session, you will learn: At what age a student-athlete can begin strength training Sports specificity The importance of rest Brian’s ‘big message’ Common injuries Brian’s super power wish ~ Why strength and conditioning begins from the neck up.2015-05-0800 min