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In today's episode of the Private Capital Mastery podcast, Brian Franco hosted Tim Schultz from Pacific Cornerstone Architects to discuss the successful merger of their firm with Head Design, facilitated by Meritage Partners. Tim shared insights into his retirement and the tailored merger process, emphasizing the importance of relationships and the company's future.
Tim reflected on the firm's rapid growth after the merger, his satisfaction with the negotiation process, and the operational relief they experienced. They also touched on family involvement in the business and recommended Meritage Partners to others.
"The merger was not just a transaction between partners; it was a strategic move that would shape the future of the company and everyone involved." - Tim Schultz
What you will learn:
Retirement and Reflection
Partnership and Merger
Employee Retention and Opportunities
Merger Timeline and Due Diligence
Learn more about Tim Schulze by visiting:
Continue the conversation with Jacob Franco:
Jacob's Calendar
Learn more about Brian Franco by visiting:
Email Me
By Brian T. FrancoIn today's episode of the Private Capital Mastery podcast, Brian Franco hosted Tim Schultz from Pacific Cornerstone Architects to discuss the successful merger of their firm with Head Design, facilitated by Meritage Partners. Tim shared insights into his retirement and the tailored merger process, emphasizing the importance of relationships and the company's future.
Tim reflected on the firm's rapid growth after the merger, his satisfaction with the negotiation process, and the operational relief they experienced. They also touched on family involvement in the business and recommended Meritage Partners to others.
"The merger was not just a transaction between partners; it was a strategic move that would shape the future of the company and everyone involved." - Tim Schultz
What you will learn:
Retirement and Reflection
Partnership and Merger
Employee Retention and Opportunities
Merger Timeline and Due Diligence
Learn more about Tim Schulze by visiting:
Continue the conversation with Jacob Franco:
Jacob's Calendar
Learn more about Brian Franco by visiting:
Email Me