Private Capital Mastery

In 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 | LinkedIn

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 complexities involved, advocating for a compassionate approach to navigating these challenges.

SummaryIn 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 of emotional dynamics on deal success and the importance of context in business transactions.

In 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:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠To connect with Dan: (6) Dan Lee | LinkedIn

The 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 and the vision for expanding the American Dream concept to impact thousands of lives.Continue the conversation with Jacob Franco:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about Brian Franco by visiting:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠To connect with Stephen:(12) Stephen Martinez | LinkedIn

In 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.Continue the conversation with Jacob Franco:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about Brian Franco by visiting:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠To connect with Darin:(17) Darin Anderson | LinkedIn

In 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 | LinkedIn

In 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:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Zachary: (7) Zachary Bassi | LinkedIn

In 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 conversation with Jacob Franco:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about Brian Franco by visiting:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Haley: (4) Haley Schwartz | LinkedIn

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 | LinkedIn

In 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 the lives of employees and their families.Continue the conversation with Jacob Franco:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about Brian Franco by visiting:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

In 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 leadership roles.Continue the conversation with Jacob Franco:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about Brian Franco by visiting:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Allen:⁠⁠⁠⁠(12) Allen Esrock | LinkedIn

In 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 Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about Brian Franco by visiting:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Cory:⁠(4) Cory Hutcherson | LinkedIn

In 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:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Bradley:(1) Bradley Bostic | LinkedIn

In 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.

In 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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Matthew: (5) Matthew Barrett | LinkedIn

In 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.

In 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 Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Ryan: (3) Ryan Scully | LinkedIn

In 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 Franco: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with David: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠(6) David Kirubi | LinkedIn

Summary 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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Dustin: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠

In 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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Amie: (5) Tim Hillison | LinkedIn

In 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. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Amie: Amie Teske | LinkedIn

In 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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠(9) Daniel Robosky | LinkedIn

In 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 Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: (9) Daniel Robosky | LinkedIn

In 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. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Bob: (30) Bob Honadle | LinkedIn

In 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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Ken: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kenneth Manesse | LinkedIn

In 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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with David: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠

In 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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠

In 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 navigating the complexities of business transactions. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Andy: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠

In 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 Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Debra: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠

In 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 Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Ian: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠

In 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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn

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 episode is packed with valuable information to help you navigate the shifting regulatory environment while capitalizing on emerging opportunities. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠ Connect with Rebecca: ⁠⁠⁠⁠⁠⁠⁠LinkedIn

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. The longer hold period is influenced by factors such as the need to deploy capital and the perception of less risk in feeding a platform. This trend is seen across various industries, including durable medical equipment, healthcare, and home services. The shift towards smaller acquisitions and add-ons presents opportunities for founders and entrepreneurs to exit their companies at a meaningful valuation. Additionally, private company owners can employ the private equity model by doing bolt-on acquisitions and partnering with firms that specialize in buy-side work. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠ Connect with Andy: ⁠⁠⁠⁠⁠⁠LinkedIn

In 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: ⁠⁠⁠⁠Facebook⁠⁠⁠⁠ ⁠⁠⁠⁠Email Me⁠⁠⁠⁠ Connect with Jeff: ⁠⁠⁠⁠⁠LinkedIn

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 or just want to be exit-ready, this episode is packed with practical insights that will help you make strategic decisions for the future of your business. Continue the conversation with Jacob Franco: ⁠⁠⁠Jacob's Calendar⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠Facebook⁠⁠⁠ ⁠⁠⁠Email Me⁠⁠⁠ Connect with Mordy: ⁠⁠⁠⁠LinkedIn

In 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 a company's value. Whether you're preparing for a merger, acquisition, or simply looking to scale, this episode is packed with practical advice on how to align your company's messaging with its goals for maximum impact. Tune in to learn how to control your narrative and position your company for success. Continue the conversation with Jacob Franco: ⁠⁠Jacob's Calendar⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠Facebook⁠⁠ ⁠⁠Email Me⁠⁠ Connect with Maggie: ⁠LinkedIn

In this episode of the Private Capital Mastery podcast, host Brian Franco sits down with Bruce Virga, of Title III Funds, to explore the world of funding. They dive deep into what funding is, how it works, and when founders should consider it as part of their capital-raising strategy. Bruce shares his journey into the funding 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 learn how to navigate the regulatory landscape, set up a successful campaign, and ensure your business is ready for funding on this episode of... The Private Capital Mastery Podcast. Continue the conversation with Jacob Franco: ⁠Jacob's Calendar⁠ Learn more about Brian Franco by visiting: ⁠Facebook⁠ ⁠Email Me⁠ Connect with Bruce: LinkedIn

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 leveraging strategic and financial investors. Brian also discusses the value of meticulous measurement and planning, drawing parallels to navigating a complex cockpit, to ensure a successful and lucrative exit. Tune in to gain valuable insights and actionable steps to prepare your company for its best possible future. "I've completed over 21 public M&A transactions, meaning I represented smaller companies to larger public companies." Key Points: Metrics and Valuation Strategic Investors and Financial Buyers Market Opportunities Practical Tips and Strategies Continue the conversation with Jacob Franco: Jacob's Calendar Learn more about Brian Franco by visiting: Facebook Email Me

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 leveraging strategic and financial investors. Brian also discusses the value of meticulous measurement and planning, drawing parallels to navigating a complex cockpit, to ensure a successful and lucrative exit. Tune in to gain valuable insights and actionable steps to prepare your company for its best possible future. "I've completed over 21 public M&A transactions, meaning I represented smaller companies to larger public companies." Key Points: Metrics and Valuation Strategic Investors and Financial Buyers Market Opportunities Practical Tips and Strategies Continue the conversation with Jacob Franco: Jacob's Calendar Learn more about Brian Franco by visiting: Facebook Email Me

Welcome 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 build sustainable and efficient processes. Denise discusses the key areas of lead nurturing, customer insights, and accurate forecasting to drive sales success. She also highlights the significance of developing partnerships rather than mere client relationships, which is crucial for predictable revenue streams and attracting investors. Tune in to learn actionable insights on leveraging technology effectively, enhancing human interactions, and achieving your sales goals to make your business stand out in the capital markets. "In sales, it's crucial to build relationships and partnerships that lead to win-win closes and client retention." Key Points: Importance of Understanding Technology in Sales Focus on Human Aspects of Sales Challenges and Solutions in Sales Today Key Areas for Sales Improvement Learn more about Denise Murtha Bachmann by visiting: LinkedIn Continue the conversation with Jacob Franco: Jacob's Calendar Learn more about Brian Franco by visiting: Facebook Email Me

In 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 business growth and retirement strategies. The discussion covers the significance of understanding backlog and project efficiency, managing red flags, and ensuring proper disclosure to facilitate smooth transitions. Michelle's insights on the nuances of working capital, licensing requirements, and maintaining company culture during acquisitions provide invaluable guidance for business owners preparing for a sale. This episode offers a comprehensive game plan for controlling and growing your company's value, ensuring founders are well-prepared for their eventual exit. Tune in to gain practical strategies and expert advice to master private capital. "Start your business with the end in mind. Always be thinking about your exit strategy." Key Points: Importance of an Exit Plan Internal vs. External Transactions Red Flags and Challenges Legal and Liability Considerations Learn more about Michelle Generaux by visiting: LinkedIn Continue the conversation with Jacob Franco: Jacob's Calendar Learn more about Brian Franco by visiting: Facebook Email Me

In 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 financial backing but also mentorship and strategic guidance. The conversation dives into the intricacies of the search fund model, highlighting the process of identifying and acquiring the right company, and the critical factors that drive investment decisions. Mick also shares insights on mitigating risks and the importance of having a strong growth trajectory. Whether you're a founder or entrepreneur, this episode offers valuable strategies and game plans for elevating your company's value. Join Brian and Mick as they demystify the capital markets and provide actionable advice for business growth. "If you're going to play here, you have to learn how to play by the rules and there's a way. There's a method to the madness." What you will learn: Platform Acquisition Strategy Search Fund Model Importance of Recurring Revenue and Growth Reducing Risk in Acquisitions Learn more about Mick Denner by visiting: LinkedIn Continue the conversation with Jacob Franco: Jacob's Calendar Learn more about Brian Franco by visiting: Facebook Email Me

In 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 or derail potential deals. Tim shares his extensive experience in helping businesses move from point A to point B, emphasizing the need for thorough preparation and professional guidance in navigating the complexities of capital events.  "Driving a process and being deal-ready is crucial. It prevents delays and keeps transactions moving smoothly." What you will learn: Preparation for Exits and Sales Creating a Data Room Common Mistakes and Challenges Best Practices for Data Room Preparation Learn more about Tim Teen by visiting: LinkedIn Continue the conversation with Jacob Franco: Jacob's Calendar Learn more about Brian Franco by visiting: Facebook Email Me

In 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 only prepares a company for sale but also enhances its overall functionality and efficiency. This episode is packed with actionable advice for founders and entrepreneurs looking to navigate the private capital markets and achieve optimal growth and exit outcomes.  "Taking steps to increase your business's value now will not only help with a future sale but also enable you to have a better, more efficient business today." - Parham Mirshahpanah What you will learn: How to interact with and leverage private capital for business growth Role of fractional COOs Enhancing business value Creating Systems and Processes Learn more about Parham Mirshahpanah by visiting: LinkedIn Continue the conversation with Jacob Franco: Jacob's Calendar Learn more about Brian Franco by visiting: Facebook Email Me

In 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 and advanced technology to align like-minded investors. Danielle shares success stories, emphasizing the importance of building trust and relationships in the investment process. For entrepreneurs and founders, the episode offers a detailed look at how to navigate and access capital from family offices, showcasing the growth and impact of this sector. This insightful discussion is essential listening for those looking to understand and tap into the vast resources of family offices for business and real estate investments. "Some family offices invest in real estate, businesses, or both, depending on their strategy and market convictions." What you will learn: Definition and purpose of family offices Comparison to venture capital and private equity Investment strategies based on market conditions and convictions Variations in family office investment strategies Learn more about Danielle Patterson by visiting: LinkedIn Continue the conversation with Jacob Franco: Jacob's Calendar Learn more about Brian Franco by visiting: Facebook Email Me

In 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 growth and investment. "There's no one-size-fits-all in family offices, but they offer a values-aligned source of capital with a much longer horizon than venture capital or private equity." What you will learn: Understanding Family Offices Evolution and Trends Investment Strategies Importance of Alignment Learn more about Danielle Patterson by visiting: LinkedIn Continue the conversation with Jacob Franco: Jacob's Calendar Learn more about Brian Franco by visiting: Facebook Email Me

In 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 Wimbush What you will learn: Talent Crisis Skill-Based Hiring Importance of Employees as Assets Investment in Hiring and Opportunity Cost Learn more about Fletcher Wimbush by visiting: LinkedIn Continue the conversation with Jacob Franco: Jacob's Calendar Learn more about Brian Franco by visiting: Facebook Email Me

In 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 a competitive market and the considerations for sellers whether they become a platform or an add-on in private equity deals.  "When's the right time to sell your company? I created the rule of 130: you take your age as a two-digit number, and then the percent of your net worth that's tied up in this illiquid thing known as your company as a two-digit number. You add them together; if it equals or exceeds 130, you're probably assuming too much risk." - Adam Coffey What you will learn: Understanding private equity Private equity and the pandemic Selling a Business Managing Risk and Asset Diversification Learn more about Adam Coffey by visiting: LinkedIn Continue the conversation with Jacob Franco: Jacob's Calendar Learn more about Brian Franco by visiting: Facebook Email Me

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 and exciting developments from Meritage Partners, leaving listeners eager for more information. "Today we celebrate the continuity of the legacy of the Howard family, and that legacy may live on underneath the GM's family of companies." What you will learn: Private Capital Mastery Announcement of Merger Completion Gratitude and Celebration Continue the conversation with Jacob Franco: Jacob's Calendar Learn more about Brian Franco by visiting: Facebook Email Me

In 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 a transaction between partners; it was a strategic move that would shape the future of the company and everyone involved." - Tim Schultz What you will learn: Retirement and Reflection Partnership and Merger Employee Retention and Opportunities Merger Timeline and Due Diligence Learn more about Tim Schulze by visiting: LinkedIn Continue the conversation with Jacob Franco: Jacob's Calendar Learn more about Brian Franco by visiting: Facebook Email Me