The M and A Guy

In this conversation, Miguel Delgado and Brian Franco discuss the critical aspects of business transition, focusing on the importance of succession planning, emotional readiness, and the common mistakes business owners make when preparing for an exit. They emphasize the need for early planning, assessing both financial and emotional readiness, and the significance of aligning personal values with business goals. The discussion also touches on the challenges of identity and ego in business ownership, the void that can follow a sale, and the legacy conversations that every business owner should have before transitioning their business.

In this episode of the M&A Guy podcast, host Brian T. Franco discusses the critical importance of cost optimization with guest Brian Suddarth from ERA Group. They explore common cost inefficiencies in businesses, the role of AI in improving operational efficiency, and the necessity of early exit planning to enhance enterprise value. The conversation emphasizes that optimizing costs is not just about cutting expenses but is a strategic move that can significantly increase a company's valuation before a sale or capital event.

In this episode of the M&A Guy Podcast, Brian T. Franco speaks with Vince Covino about the transformative journey of leadership during mergers and acquisitions (M&A). They discuss the shift from performance-driven mindsets to a focus on presence, the importance of grounding in purpose and values, and the human element in business transactions. Vince shares his experiences with M&A challenges, the significance of emotional intelligence, and the necessity of leading with heart to create a thriving business culture. The conversation emphasizes that success in M&A is not just about numbers but also about the relationships and values that drive a company forward.

In this episode of the M&A Guide Podcast, host Brian Franco speaks with Greg Lehr, co-founder and CEO of Mammoth Results, about the critical role of CRMs in business growth, the importance of fixing fundamentals for valuation, common mistakes in scaling businesses, and strategies for de-risking transactions in M&A. They emphasize the need for predictable revenue and effective cash flow management to build buyer confidence and ensure successful exits.

In this episode of the M&A Guy podcast, Brian Franco engages with Satyen Raja, founder of Warrior Sage, to explore the intersection of leadership, personal growth, and the evolving landscape of business. They discuss the importance of aligning power, heart, and wisdom in leadership, the impact of cultural integrity on enterprise value, and how founders can navigate identity crises during significant transitions. Satyen emphasizes the need for deeper self-awareness and alignment as entrepreneurs prepare for exits or seek strategic partnerships, ultimately guiding listeners towards a more fulfilling and purpose-driven approach to business.

In this enlightening conversation, Brian Franco and Dave Rosenberg explore the intricacies of leadership, motivation, and the importance of purpose in organizations. They discuss the differences between motivation and inspiration, the significance of company culture, and how values shape decision-making. Dave shares valuable lessons from his experiences in both military and civilian sectors, emphasizing the need for effective processes and a strong company culture to drive success. The conversation culminates in an invitation to an upcoming leadership event that promises to provide experiential learning from iconic battlefields.

SummaryIn this conversation, Brian Franco and John Pringle explore the future of business leadership, emphasizing the importance of peer advisory groups, collaboration, and the integration of technology in business processes. They discuss the transition from corporate roles to coaching, share success stories from peer groups, and highlight the significance of maintaining human connections in a tech-driven world. The conversation concludes with practical advice on relationship building and the necessity of defining clear goals in business.

In this episode of the M&A Guy, host Brian Franco speaks with Byron Wade, CEO of American Health Care Strategies, about the current state of healthcare, focusing on trends such as consolidation, the rise of telemedicine, and the gig economy in healthcare. Byron shares his journey from EMT to healthcare consultant and discusses the implications of these trends on M&A strategies and the future of healthcare delivery.

SummaryBrian Franco and Alex Sinunu discuss the intricacies of deal architecture in business acquisitions, emphasizing the importance of aligning interests among buyers, sellers, and lenders. He highlights the significance of understanding transferability risks and the need for actionable strategies to ensure successful transactions. Franco shares insights from his experience, advocating for a proactive approach in the acquisition process and the necessity of building businesses that are attractive to investors.

Brian Franco and Alex Sinunu discuss the intricacies of mergers and acquisitions, focusing on Alex's recent acquisition of FBA Engineering. They explore the challenges and strategies involved in the first 90 days post-acquisition, the importance of leveraging technology and resources, and the differences between business acquisition and development. The conversation also highlights the significance of building relationships and navigating the acquisition process effectively.

In this episode of the M&A Guy podcast, host Brian Franco speaks with Danny Demetrops from Medix about the evolving landscape of healthcare staffing, the importance of capital for growth, and the critical role of planning in successful healthcare operations. They discuss trends in healthcare, the impact of technology on revenue cycle management, and the necessity of proactive staffing strategies. The conversation emphasizes the importance of networking and building relationships in the healthcare industry, as well as the upcoming healthcare event in New York City.Danny: (11) Danny Demetrops | LinkedIn

In this conversation, Brian Franco and Denise Logan dive into the psychology of fear responses and attachment styles, exploring how these elements impact human behavior in high-stakes situations like business transactions. He discusses the five fear responses—fight, flight, freeze, fawn, and submit—and how individuals exhibit different patterns based on their experiences. The conversation transitions into the significance of understanding attachment styles and their influence on emotional dynamics during negotiations. Emphasizing the importance of recognizing emotional triggers and maintaining calmness to facilitate smoother transactions. They conclude by highlighting the journey sellers undergo during business sales and the emotional complexities involved, advocating for a compassionate approach to navigating these challenges.

SummaryIn this episode of the M & A Guy podcast, Brian Franco and Denise Logan delve into the emotional complexities surrounding business exits. They discuss how business owners often face significant emotional transitions akin to personal life changes, such as children leaving home. Denise emphasizes the importance of recognizing the human dimension in transactions, where emotional needs often go unaddressed. The conversation explores the multifaceted benefits of work beyond financial gains, the role of emotional intelligence in navigating deals, and the necessity of preparing for life after business ownership. They also highlight the impact of emotional dynamics on deal success and the importance of context in business transactions.

In this episode of the M&A Guy podcast, Brian Franco and Dan Lee discuss the evolving landscape of private equity, focusing on the role of independent sponsors and the importance of relationships in business growth. They explore the transition from debt to equity, the rise of entrepreneurship through acquisition, and the future trends in the private equity market. The conversation highlights the challenges and opportunities present in the current economic climate, emphasizing the need for effective integration in private equity investments.Continue the conversation with Jacob Franco:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about Brian Franco by visiting:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠To connect with Dan: (6) Dan Lee | LinkedIn

The American Dream EVENT Tickets LinkIn this episode of the M & A Guy podcast, host Brian Franco speaks with Stephen Martinez about his journey from a challenging childhood to becoming a successful entrepreneur in the home services industry. They discuss the upcoming American Dream event, which aims to empower entrepreneurs, particularly in the home services sector, through education and community building. Stephen shares his insights on the importance of private equity in business growth and the need to overcome fears associated with it. The conversation highlights the significance of creating opportunities for others and the vision for expanding the American Dream concept to impact thousands of lives.Continue the conversation with Jacob Franco:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about Brian Franco by visiting:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠To connect with Stephen:(12) Stephen Martinez | LinkedIn

In this episode of the M&A Guy podcast, host Brian Franco interviews Darin Anderson, CEO of Salas O'Brien, discussing the philosophy and strategies behind successful mergers and acquisitions. They explore the importance of culture, trust, and alignment in partnerships, as well as the foundational principles that have guided Salas O'Brien through over 50 successful mergers. Darin shares insights on building relationships with financial partners, the significance of employee retention, and the long-term vision for the company. The conversation emphasizes the need for CEOs to carefully consider their legacy and the future of their businesses when engaging in mergers.Continue the conversation with Jacob Franco:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about Brian Franco by visiting:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠To connect with Darin:(17) Darin Anderson | LinkedIn

In this episode, Brian Franco interviews Steven Sedory, founder and CEO of Vertical IT Solutions, discussing his entrepreneurial journey, the strategic shift towards mergers and acquisitions, and the importance of building trust and cultural integration in business. Steven shares insights on the challenges faced during acquisitions, the significance of maintaining relationships, and offers valuable advice for entrepreneurs looking to grow their companies through M&A.Continue the conversation with Jacob Franco:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about Brian Franco by visiting:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠To connect with Steven:(22) Steven Sedory | LinkedIn

In this episode of the M&A Guy podcast, host Brian Franco speaks with Zachary Bassi from Bertram Capital about their recent acquisition of Allen Exteriors. They discuss the importance of preparation and transparency in the deal process, the challenges faced during the transaction, and the significance of cultural alignment when partnering with private equity. Zach shares valuable insights for founders considering a merger or acquisition, emphasizing the need to choose the right partner beyond just financial considerations.Continue the conversation with Jacob Franco:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about Brian Franco by visiting:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Zachary: (7) Zachary Bassi | LinkedIn

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 convergence of healthcare and technology, and the role of AI in improving patient outcomes. They emphasize the importance of balancing speed and safety in healthcare innovations while ensuring that patient care remains the top priority.Continue the conversation with Jacob Franco:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about Brian Franco by visiting:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Haley: (4) Haley Schwartz | LinkedIn

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 the next generation of family business leaders.Continue the conversation with Jacob Franco:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about Brian Franco by visiting:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Allen:⁠⁠⁠⁠⁠⁠⁠⁠⁠(12) Allen Esrock | LinkedIn