Podcast

On this episode of the Private Capital Mastery podcast, Brian Franco interviews Dan Lee, co-head of consumer and retail for Canvas Direct Lending Strategy. They talk about how Canvas offers “smart capital” - a mix of debt, equity, and strategic resources - to help businesses grow. Lee stresses the importance of transparency, accurate financial reporting, and the shift from bookkeeping to strategic CFO roles in businesses. They also cover the misconception that selling to private equity is the only way for businesses to grow, highlighting Canvas' hybrid solutions for businesses seeking capital.

On this episode of the Private Capital Mastery podcast, Brian Franco and Joe Belden talk about how networking capital is crucial in M&A transactions. They stress the importance of understanding and managing accounts receivable, work in progress, and accounts payable. Joe shares a real-life example where disagreements arose between a buyer and seller due to poor accounting procedures. They highlight how networking capital is essential for buyers and why sellers need to carefully assess their balance sheets. They also discuss the difficulties of aligning perspectives between buyers and sellers.

On this episode of the Private Capital Mastery podcast, Brian Franco interviews Greg Reese, founder, president, and CEO of Reef Point LLC.  They discuss the Deferred Sales Trust (DST) strategy. Greg points out the advantages of DST, like delaying taxes, safeguarding against outside influences, and being able to leave assets to beneficiaries. He likens DST to a personal 401(k) plan and stresses the importance of collaborating with a team of trusted advisors to make the most of DST. Greg also presents two case studies to show why it's crucial to grasp DST and plan ahead when thinking about selling or exiting a business.

On this episode of the Private Capital Mastery podcast, host Brian Franco and guest Mariya Pylypiv talk about the five C's of credit: character, capacity, capital, collateral, and conditions. They explain how these factors can affect a business's appeal to investors and lenders. Brian stresses the significance of showing a company's progress to potential lenders, while Mariya recommends that new entrepreneurs consult financial advisors for help. They also discuss how understanding the five C's can assist businesses in negotiating better loan terms. Brian emphasizes the importance of having a strong financial team to make well-informed decisions.

On this episode of the Private Capital Mastery podcast, Brian Franco and Nick Long talk about how to grow a business from $10 to $30 million. They talk about the challenges of getting funding, the importance of finding the right investors, and the mindset needed for successful business growth. Nick shares his experience as an entrepreneur and the things he learned about being attractive to investors. They also talk about the "next 90" concept, which is the coaching and advice work that Nick does to help people reach their goals in the next 90 days.