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

Legacy Preservation w/ Scott Escujuri and Brian Franco

In this episode, Brian Franco interviews Scott Escujuri about the critical importance of planning for wealth preservation and legacy building after a business exit. They explore strategies to optimize tax savings, involve the next generation, and build lasting wealth.
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Brian Franco
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Bedros Keuilian & Brian Franco | Building Businesses Investors Fight to Buy

Brian Franco and Bedros Keuilian share insights on building scalable businesses, exit strategies, and the importance of creating value that attracts investors. They discuss real-world examples from fitness, supplements, and construction industries, emphasizing the power of recurring revenue, solving big problems, and planning for legacy and exit.
Brian Franco
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Mastering Wealth Preservation w/ Michael Ashley Schulman

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.
Brian Franco
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Selling Changes Everything | Brian Franco & Michael Ashley Schulman of Cerity Partners on Life After Exit

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.
Brian Franco
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Investor Testimonial: Scaling Roofing Businesses w/ Azad Naim (Allied Roofing Partners)

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.
Brian Franco
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Building an Attractive Business w/ Nate Collins

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.