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

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.
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Brian Franco
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Inevitable Exit: Special EP #100

This episode features a deep conversation between Andrea Albright of Beverly Hills Publishing and Brian Franco: about building authority, publishing impactful books, and creating legacy wealth through strategic business exit planning. Discover how thought leadership and publishing can elevate your enterprise value and influence. Our FREE gift to you:The 10 Fatal Mistakes That Kill Your […]
Brian Franco
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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 […]
Brian Franco
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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 […]
Brian Franco
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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 […]
Brian Franco
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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.