Company Feed

In this episode, Brian explores what happens after a business sale, focusing on wealth management, risk, and legacy planning for entrepreneurs and sophisticated families. Guest Michael Ashley Schulman shares insights on transitioning from operating companies to managing capital and long-term wealth preservation.

In this episode, Brian Franco interviews Azad Naim from Allied Roofing Partners about building value through partnerships, acquisitions, and scaling in the fragmented roofing industry. They discuss strategies for growth, the importance of alignment, and insights into the M&A process for roofing companies.

In this episode, Nate Collins from Raymond James shares insights on how sophisticated capital evaluates companies beyond revenue and EBITDA, emphasizing the importance of building a scalable, well-structured business to attract premium valuation and prepare for liquidity events.

In this episode, Brian Franco interviews Anthony DeSena, CEO and founder of Paxel, about building a healthcare company in a highly regulated environment. They discuss the importance of management, strategic growth, and navigating healthcare regulations to create long-term value.

Brian Franco interviews Evan List from Bernstein Private Wealth about the critical aspects of wealth planning for founders before and after liquidity events. They discuss strategies to prepare for exits, tax planning, legacy building, and the importance of early planning and a trusted advisory network.