The M and A Guy

In this episode of the M&A Guy podcast, host Brian Franco speaks with Haley Schwartz, Founder of Catalyze Healthcare, about the intersection of healthcare and technology. They discuss the challenges and barriers to innovation in the healthcare sector, including regulatory hurdles and the need for capital. The conversation also explores the commercialization of healthcare products, the converge...

In this episode, Brian Franco interviews Allen Esrock from NextGen Nexus, discussing the challenges and opportunities faced by family businesses and their next generations. They explore the importance of storytelling, community engagement, and the emotional complexities involved in family business dynamics. Allen shares insights from his experiences and emphasizes the need for support systems for...

In this episode of the M&A Guy podcast, BrianFranco interviews Stephen Maassen from Brody Allen, who shares his entrepreneurial journey of building a roofing company and navigating the complexities of a recent private equity transaction. The conversation delves into the importance of defining goals, the strategy behind selling a business, and the significance of building a legacy. Stephen disc...

In this episode of the M&A Guy podcast, Brian Franco interviews Allen Esrock, who focuses on next-generation entrepreneurship and ownership. They discuss the unique challenges faced by successors in family businesses, including the need for effective communication, the importance of understanding the dynamics of money, family, and business, and strategies for successful succession planning. Al...

In this episode of the M&A Guy podcast, host Brian Franco interviews Cory Hutcherson, founder of Sock Knocker, who shares his journey from a family legacy in the home services industry to his innovative approaches in e-commerce and customer service. Cory discusses the importance of company culture, the development of training systems, and the introduction of the Inbound Quality Score (IQS) to...

In this episode, Brian Franco interviews Bradley Bostic from Health Cloud Partners, discussing the intricacies of healthcare mergers and acquisitions (M&A). They explore the founding of Health Cloud Capital, the significance of pharmacogenomics, and the role of data in enhancing patient care. Bradley shares insights on acquisition strategies, the importance of cultural alignment, and lessons l...

In this episode, Brian Franco and Sandeep Davankar discuss the intricacies of mergers and acquisitions (M&A) in the context of small business growth. They explore the journey of M&A, the importance of cultural integration, and the strategic advantages of government funding. Sandeep shares his personal experiences with M&A, emphasizing the need for a solid integration plan and the value...

In this episode of the M&A Guy podcast, Brian Franco and Matthew Barrett discuss the evolving landscape of mergers and acquisitions, focusing on the importance of quality of earnings reports, the exit process for business owners, and the collaboration among various service providers in the M&A ecosystem. They also explore the current economic outlook and the increasing activity in the midd...

In this episode of the Private Capital Mastery Podcast, host Brian Franco speaks with Ryan Scully about the critical role of capital in business growth, particularly in the construction industry. They discuss the importance of financial analysis, job costing, and the complexities of preparing a business for sale. Ryan shares insights on understanding client needs, the significance of cultural fit...

Summary In this episode of the Private Capital Mastery Podcast, host Brian Franco and expert Dustin discuss critical updates on tax strategies, retirement asset protection, and the implications of new legislation in California. They explore the importance of proactive planning to minimize tax liabilities and protect assets, especially in a litigious environment. The conversation also highlights th...

In this episode of the Private Capital Mastery Podcast, host Brian Franco speaks with Tim Hillison, founder and CMO of Entry Point One. They discuss the intricacies of go-to-market strategies, the importance of understanding target audiences, and the role of fractional CMOs in helping startups navigate the complexities of marketing. Tim shares valuable insights on customer acquisition costs, succe...

In this episode of the Private Capital Mastery Podcast, host Brian Franco speaks with Amie Teske, a seasoned professional in the healthcare sales industry. They discuss the evolving landscape of health tech, the importance of collaboration between payers and providers, and the innovative technologies that are shaping patient care, particularly in women's health and telehealth. Amie shares her insi...

In this episode of the Private Capital Mastery podcast, host Brian Franco and guest Daniel Robosky delve into the roofing industry, focusing on the differences between retail and insurance pay models. They discuss the geographical influences on roofing companies' revenue streams, the impact of recent legal changes in Florida, and the growing reliance on public adjusters. The conversation highlight...

In this episode of the Private Capital Mastery podcast, host Brian Franco interviews Daniel Robosky from Quantifi Partners, discussing the explosive home services industry. They explore the importance of operational efficiency, the role of private equity, and the challenges of ego in business. Daniel shares insights on how incremental changes can lead to significant improvements, illustrated by a...

In this episode of the Private Capital Mastery podcast, host Brian Franco interviews Bob Honadle, an expert in business credit. They discuss the nuances of business credit, including how it differs from personal credit, the importance of establishing a business FICO score, and the critical role of trade lines in building credit. Bob emphasizes the challenges small businesses face in securing finan...

In this episode of the Private Capital Mastery Podcast, host Brian Franco discusses the innovative approaches of KUDO Funding and Direct Funding Now with co-founders Ken Manesse and Gil Murillo. They explore the challenges small businesses face in accessing capital, the role of technology in streamlining funding processes, and the importance of building long-term relationships with clients. The co...

In this episode of the Private Capital Mastery Podcast, host Brian Franco engages with David Gilliland to explore the intricacies of business transferability, the importance of goodwill, and the role of leadership in fostering a thriving company culture. They discuss how businesses can prepare for exits, the significance of empowering teams, and share transformative case studies that highlight suc...

In this episode of the Private Capital Mastery Podcast, host Brian Franco and advisor Dustin Nichols delve into the critical topic of asset protection for business owners. They discuss the importance of understanding state-specific exemptions, the role of retirement trusts in safeguarding assets, and practical strategies for planning retirement while protecting wealth. The conversation emphasizes...

In this episode of the Private Capital Mastery podcast, Brian T. Franco and Andy Jones are back to engage in a comprehensive discussion about the intricacies of private equity, capital raising, and the emotional and practical aspects of selling a business. They explore the importance of professional help, the emotional readiness of founders, common deal points that can surprise sellers, and the si...

In this episode of the Private Capital Mastery podcast, host Brian Franco interviews Debra Kaye, CEO of V&A Consulting Engineers. Debra shares her journey from joining the firm to becoming its owner, discussing the challenges and successes along the way. The conversation delves into the acquisition process, the implementation of an Employee Stock Ownership Plan (ESOP), and the importance of ma...

In this episode of the Private Capital Mastery Podcast, host Brian Franco and guest Ian Kelly-Thomas discuss the intricacies of raising capital for early-stage companies. They explore the evolution of private capital markets, the importance of cultural alignment between founders and investors, and the critical aspects of valuation and market expectations. The conversation emphasizes the need for a...

In this episode of the Private Capital Mastery podcast, host Brian Franco speaks with Walker Deibel about the intricacies of acquiring businesses, the importance of mindset, and the current landscape of private capital. They discuss the advantages of buying existing businesses over startups, the role of SBA loans, and the significance of seller financing. The conversation highlights the massive we...

In this episode of the Private Capital Mastery podcast, host Brian Franco is joined by Rebecca Springer from PitchBook to dive deep into the evolving landscape of healthcare investments and private equity. They discuss the increasing scrutiny on healthcare transactions by lawmakers, particularly in states like California and Oregon, and how these changes could impact private equity’s role in healt...

In this conversation, Brian T. Franco interviews Andy Jones from Private Equity Info. They discuss trends in the private equity industry, including the impact of government policies, tax law changes, and the types of acquisitions being made. They also touch on the choice between C Corporations and LLCs and the considerations for companies in light of potential tax law changes. Overall, the convers...

In this episode of the Private Capital Mastery podcast, host Brian Franco interviews attorney Jeff Peterson about the intricacies of the private capital markets. Together, Brian and Jeff discuss: the importance of preparation for a capital event, whether it's selling a company or transacting it internally; the need for accurate financial statements and a strong management team to lower the per...