Company Feed

Here you can find the latest Meritage Partners news and headlines.

Mysteries of Private Equity w/ Trav Bowen

In this episode of the M&A Guy podcast, host Brian Franco and guest Trav Bowen discuss the complexities of private equity, exit planning, and wealth protection for entrepreneurs. They explore common mistakes business owners make during exit planning, the importance of timely and strategic planning, and the role of charitable intentions in legacy building. The […]
Company Feed
Philipp Moosbeckhofer
Company Feed

Legacy Planning & Estate Management w/ Leyla Briggs (Private Wealth Law Group)

In this episode of The M&A Guy podcast, host Brian Franco engages with Leyla Briggs from Private Wealth Law Group to discuss the importance of legacy planning and estate management for business owners. They explore the complexities of mergers and acquisitions, the necessity of having legal documents in order, and the emotional aspects of business […]
Philipp Moosbeckhofer
Company Feed

What Business Partners Bring to the Table w/ Carter Looney

In this episode of the M&A Guy podcast, Brian Franco and Carter Looney discuss the intricacies of mergers and acquisitions, focusing on the importance of choosing the right capital partner and preparing businesses for investment. They explore what makes a business investable, the significance of transparency, and the differences between financial and strategic buyers. The […]
Philipp Moosbeckhofer
Company Feed

The Highs and Lows of Selling a Company w/ Jeanne Cummings

In this conversation, Brian Franco and Jeanne Cummings discuss the fleeting emotional high that founders experience after selling their companies, emphasizing that the excitement often lasts only a few hours before the reality of ‘what’s next’ sets in. He stresses the importance of preparing for this transition before going to market.
Philipp Moosbeckhofer
Company Feed

Meritage Investor Testimony: Christian Malek with Novastone

In this episode, Brian Franco interviews Christian Malek of Novastone Capital Advisors, discussing the concept of operator-led buyouts and the challenges of succession planning in family-owned businesses. They explore the importance of attracting top talent to manage these businesses, the significant transfer of wealth occurring as baby boomers retire, and the lessons learned from various […]
Philipp Moosbeckhofer
Company Feed

Meritage Client Testimony: Lance Fair with Horizon Underground

In this episode of the M & A Guy podcast, host Brian Franco engages in a candid conversation with Lance, a seasoned entrepreneur who shares his journey of selling his company, Horizon Underground. The discussion highlights the challenges and intricacies of the M&A process, emphasizing that selling a business is not a quick endeavor but […]