Private Capital Mastery

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 insights on the challenges of selling in the healthcare sector and highlights the role of Ai in identifying incidental findings in patient care. The conversation emphasizes the need for smarter questions and collaboration to improve healthcare outcomes. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Amie: Amie Teske | LinkedIn

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 highlights the importance of understanding both models for contractors and the potential for mergers and acquisitions in the roofing sector. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠(9) Daniel Robosky | LinkedIn

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 case study on enhancing closure rates. The conversation also touches on the firm's industry agnosticism and the potential for growth and legacy in various sectors. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: (9) Daniel Robosky | LinkedIn

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 financing and offers insights into how to navigate the credit application process effectively. The conversation highlights the importance of accurate business information and the need for cash flow management in sustaining business growth. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Bob: (30) Bob Honadle | LinkedIn

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 conversation highlights success stories of entrepreneurs who have thrived with the help of KUDO Funding's unique financing solutions, emphasizing the company's commitment to empowering businesses and improving customer experiences. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Ken: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kenneth Manesse | LinkedIn

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 successful strategies for growth and valuation. The conversation emphasizes the need for entrepreneurs to focus on their vision, values, and the well-being of their teams to achieve sustainable success. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with David: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠

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 the need for proactive financial planning and collaboration with existing advisors to ensure comprehensive asset protection. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Dustin: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠

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 significance of cultural fit in M&A transactions. The conversation also delves into the evaluation of multiple offers, the role of working capital, and the concept of roll forward equity, providing valuable insights for founders and CEOs navigating the complexities of business transactions. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Andy: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠

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 maintaining company culture and employee welfare. Debbie also offers valuable advice for founders and CEOs based on her experiences in the consulting engineering industry. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Debra: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠

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 compelling pitch deck, navigating the due diligence process, and the responsibilities that come post-funding. Ian shares insights on finding the right investment partners and the significance of building a supportive community around capital raising efforts. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Ian: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠

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 wealth transfer occurring in the U.S. and the opportunities it presents for aspiring entrepreneurs. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠⁠ Connect with Walker: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn

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 healthcare. Rebecca offers insights into the data surrounding healthcare private equity, addressing common misconceptions and highlighting key trends in deal-making, including IT services, tech-enabled healthcare, and more. If you're an entrepreneur, CEO, or investor in the healthcare space, this episode is packed with valuable information to help you navigate the shifting regulatory environment while capitalizing on emerging opportunities. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠⁠ Connect with Rebecca: ⁠⁠⁠⁠⁠⁠⁠LinkedIn

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 conversation provides insights into the current state of the private equity market and the factors influencing investment decisions. Private equity groups are holding investments longer, leading to a shift in the mix of platform versus add-on acquisitions. The longer hold period is influenced by factors such as the need to deploy capital and the perception of less risk in feeding a platform. This trend is seen across various industries, including durable medical equipment, healthcare, and home services. The shift towards smaller acquisitions and add-ons presents opportunities for founders and entrepreneurs to exit their companies at a meaningful valuation. Additionally, private company owners can employ the private equity model by doing bolt-on acquisitions and partnering with firms that specialize in buy-side work. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Email Me⁠⁠⁠⁠⁠ Connect with Andy: ⁠⁠⁠⁠⁠⁠LinkedIn

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 perception of risk for buyers; the importance of addressing legal issues such as employment law and intellectual property rights. Continue the conversation with Jacob Franco: ⁠⁠⁠⁠Jacob's Calendar⁠⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠⁠Facebook⁠⁠⁠⁠ ⁠⁠⁠⁠Email Me⁠⁠⁠⁠ Connect with Jeff: ⁠⁠⁠⁠⁠LinkedIn

In this episode of the Private Capital Mastery Podcast, host Brian Franco sits down with Mordy Levine, Chief Exit Officer, to discuss the critical steps entrepreneurs should take to prepare their businesses for a successful exit. From understanding the importance of early preparation and mock due diligence to leveraging growth initiatives and mitigating risks, Mordy shares invaluable advice on how to enhance your company's valuation and navigate the complexities of selling a business. Tune in to learn how to position your business for maximum success and avoid common pitfalls in the exit process. Whether you're planning to sell soon or just want to be exit-ready, this episode is packed with practical insights that will help you make strategic decisions for the future of your business. Continue the conversation with Jacob Franco: ⁠⁠⁠Jacob's Calendar⁠⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠⁠Facebook⁠⁠⁠ ⁠⁠⁠Email Me⁠⁠⁠ Connect with Mordy: ⁠⁠⁠⁠LinkedIn

In this episode of the Private Capital Mastery podcast, host Brian Franco sits down with Maggie Habib, a leading public relations leader specializing in financial and corporate communications. Together, they explore the critical role of perception in the success of capital events—from startups to exits. Maggie shares her expertise on how companies can strategically manage their digital footprint and messaging to ensure they are seen in the best light by investors, stakeholders, and the public. They discuss the importance of timely, thought-out communication, the challenges of navigating today's fast-paced media landscape, and the impact of a well-crafted narrative on a company's value. Whether you're preparing for a merger, acquisition, or simply looking to scale, this episode is packed with practical advice on how to align your company's messaging with its goals for maximum impact. Tune in to learn how to control your narrative and position your company for success. Continue the conversation with Jacob Franco: ⁠⁠Jacob's Calendar⁠⁠ Learn more about Brian Franco by visiting: ⁠⁠Facebook⁠⁠ ⁠⁠Email Me⁠⁠ Connect with Maggie: ⁠LinkedIn

In this episode of the Private Capital Mastery podcast, host Brian Franco sits down with Bruce Virga, of Title3Funds, to explore the world of crowdfunding. They dive deep into what crowdfunding is, how it works, and when founders should consider it as part of their capital-raising strategy. Bruce shares his journey into the crowdfunding space, offers practical advice for founders, and highlights the importance of having a strong community before launching a crowdfunding campaign. Whether you're an early-stage startup or a 40-year-old company, this episode offers valuable insights into leveraging funding to fuel your growth. Tune in to learn how to navigate the regulatory landscape, set up a successful campaign, and ensure your business is ready for funding on this episode of... The Private Capital Mastery Podcast. Continue the conversation with Jacob Franco: ⁠Jacob's Calendar⁠ Learn more about Brian Franco by visiting: ⁠Facebook⁠ ⁠Email Me⁠ Connect with Bruce: LinkedIn

In this episode of Private Capital Mastery, Brian Franco, was recently invited to speak at an event on exit strategy. This two-part series, concluding with today's episode, includes the second half of the presentation and a Q&A session with the audience. Brian, who has completed over 21 public M&A transactions and scaled numerous businesses, emphasizes the importance of having a solid exit strategy to avoid the pitfalls his own family experienced. He shares real-life case studies of companies that successfully navigated their exits, highlighting key factors that can significantly impact business valuation, from achieving high EBITDA multipliers to leveraging strategic and financial investors. Brian also discusses the value of meticulous measurement and planning, drawing parallels to navigating a complex cockpit, to ensure a successful and lucrative exit. Tune in to gain valuable insights and actionable steps to prepare your company for its best possible future. "I've completed over 21 public M&A transactions, meaning I represented smaller companies to larger public companies." Key Points: Metrics and Valuation Strategic Investors and Financial Buyers Market Opportunities Practical Tips and Strategies Continue the conversation with Jacob Franco: Jacob's Calendar Learn more about Brian Franco by visiting: Facebook Email Me

In this episode of Private Capital Mastery, Brian Franco, was recently invited to speak at an event on exit strategy. This two-part series, starting with today's episode, includes the first half of the presentation and a Q&A session with the audience. Brian, who has completed over 21 public M&A transactions and scaled numerous businesses, emphasizes the importance of having a solid exit strategy to avoid the pitfalls his own family experienced. He shares real-life case studies of companies that successfully navigated their exits, highlighting key factors that can significantly impact business valuation, from achieving high EBITDA multipliers to leveraging strategic and financial investors. Brian also discusses the value of meticulous measurement and planning, drawing parallels to navigating a complex cockpit, to ensure a successful and lucrative exit. Tune in to gain valuable insights and actionable steps to prepare your company for its best possible future. "I've completed over 21 public M&A transactions, meaning I represented smaller companies to larger public companies." Key Points: Metrics and Valuation Strategic Investors and Financial Buyers Market Opportunities Practical Tips and Strategies Continue the conversation with Jacob Franco: Jacob's Calendar Learn more about Brian Franco by visiting: Facebook Email Me

Welcome to the latest episode of the Private Capital Mastery podcast, hosted by Brian Franco. Today, we're diving into how founders and entrepreneurs can elevate their company's value to 300 million with a comprehensive game plan and strategies to control your company's destiny. This episode features Denise Murtha Bachmann, an expert in sales and AI integration. Denise shares her journey of over 30 years in sales, focusing on the latter part in AI and automation, and her transition from corporate life to launching Success with AI. She emphasizes the importance of understanding both technology and the human element in sales to build sustainable and efficient processes. Denise discusses the key areas of lead nurturing, customer insights, and accurate forecasting to drive sales success. She also highlights the significance of developing partnerships rather than mere client relationships, which is crucial for predictable revenue streams and attracting investors. Tune in to learn actionable insights on leveraging technology effectively, enhancing human interactions, and achieving your sales goals to make your business stand out in the capital markets. "In sales, it's crucial to build relationships and partnerships that lead to win-win closes and client retention." Key Points: Importance of Understanding Technology in Sales Focus on Human Aspects of Sales Challenges and Solutions in Sales Today Key Areas for Sales Improvement Learn more about Denise Murtha Bachmann by visiting: LinkedIn Continue the conversation with Jacob Franco: Jacob's Calendar Learn more about Brian Franco by visiting: Facebook Email Me