Company Preparedness for Transactions: Key Considerations with George Blanco

On this episode of the Private Capital Mastery podcast, Brian Franco invites George Blanco, an enterprise management advisor, to talk about the significance of detailed financial information in underwriting processes and due diligence for investors. George shares real-life case studies that highlight the impact of reclassifying expenses on tax liability and the potential for higher return on investment when selling a business. They also discuss the importance of strategic planning, financial analysis, and proactive decision-making in businesses, emphasizing the role of experts in guiding businesses towards profitability and success.
November 14, 2023
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On this episode of the Private Capital Mastery podcast, Brian Franco invites George Blanco, an enterprise management advisor, to talk about the significance of detailed financial information in underwriting processes and due diligence for investors. George shares real-life case studies that highlight the impact of reclassifying expenses on tax liability and the potential for higher return on investment when selling a business. They also discuss the importance of strategic planning, financial analysis, and proactive decision-making in businesses, emphasizing the role of experts in guiding businesses towards profitability and success.
“If you have a good advisor, and they guide you, and you follow their advice into what you’re supposed to do, it makes the transaction a lot easier.” – George Blanco

 

What you will learn:

  • Preparing companies for transactions
  • The importance of detail in underwriting and due diligence
  • The financial bridge for a turnaround
  • Dealing with unexpected economic changes

 

Learn more about George Blanco by visiting:

 

Learn more about Brian Franco by visiting:

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