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Deal Terms > Sales Price w/ Carter Looney & Brian Franco

Brian Franco and Carter Looney discuss the common reasons why businesses fail to sell, focusing on valuation gaps, deal terms, financial clarity, owner dependence, and emotional readiness. They share insights from research and practical strategies to improve the likelihood of successful transactions. Chapters 00:00 Introduction and Episode Overview 01:13 Reasons Owners Overestimate Sale Price 02:07 […]
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Brian Franco
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Two Bites of the Apple: Selling to PE Without Losing the Upside | Matthew Barrett

Enterprise value isn’t created at the negotiating table — it’s created two to three years before it. Matthew Barrett of Aprio and Brian Franco break down exit prep, quality of earnings, the working capital true-up that wrecks new partnerships, and why rolling 20% forward with the right independent sponsor can beat the 80% you already […]
Brian Franco
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Tax Strategy w/ Alex Sentell

In this episode, Brian Franco and Alex Sentell share strategies for wealth preservation through proactive tax planning, especially before liquidity events. Together, they discuss the importance of coordinating with advisors, leveraging tax strategies, and building a team to maximize wealth growth and protect assets.
Brian Franco
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Activate Your Network w/ George Rivera & Brian Franco

In this episode, George Rivera shares his insights on building and activating relationship capital, scaling businesses while maintaining personal life, and the importance of legacy and relationships in entrepreneurship.
Brian Franco
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Building your Empire w/ Sam Taggart & Brian Franco

In this episode, Sam Taggart shares his entrepreneurial journey from door-to-door sales to building a roofing roll-up platform, emphasizing the importance of resilience, communication, and creating predictable systems for business growth.
Brian Franco
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How the M&A Playbook Increases Value w/ Brian Franco

In this episode, Brian Franco explores the transformative power of private equity and the importance of strategic exit planning for business owners. He discusses how the ‘great equalizer’ has leveled the playing field for Main Street companies and shares insights on building enterprise value.