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

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.
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Brian Franco
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Building Transferable Businesses w/ Chris Reins and Brian Franco

In this episode, Brian Franco interviews Chris Reins about innovative approaches to employee ownership, succession planning, and increasing enterprise value through strategic ownership structures. They explore how founders can build transferable businesses with options for growth, sale, or legacy. The conversation explores the misconceptions of ownership, the impact of equity and employee alignment, founder dependency, […]
Brian Franco
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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.
Brian Franco
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Exclusive with Vessel Advisors: Brennan de Raad and Joshua Walters Discuss Successful Exits with Brian Franco

In this episode, Brian Franco discusses the importance of financial hygiene, strategic growth, and preparing your business for a successful exit with Brennan de Raad and Joshua Walters of Vessel Advisors. He emphasizes the need for founders to understand key metrics, build transferable assets, and act with an exit in mind.
Brian Franco
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Legal Matters w/ Chris Lekawa & Brian Franco

In this episode, Brian Franco and legal expert Chris Lekawa discuss the critical legal considerations in business deals, emphasizing early legal involvement, common misunderstandings, and strategies for successful exits.
Brian Franco
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Business Resilience is Financial Brilliance w/ Jack Hanks & Brian Franco

Brian Franco interviews Jack Hanks about building resilient businesses, navigating private equity transactions, and scaling in the insurance adjusting industry. They discuss strategies for long-term value creation, industry challenges, and the importance of discipline and intuition.