The M and A Guy

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.

"Ultimately, networking capital is a function of profitability. There's no better way to be building networking capital than just simply being profitable." - Joe Belden

What you will learn:

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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.

"This strategy allows you to keep the money you otherwise would have paid in taxes in the year of sale working directly for your benefit." - Greg Reese

What you will learn:

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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.

"The importance of combining the five c's to make informed, and strategic financial decisions are extremely important." - Mariya Pylypiv

What you will learn:

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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. 

"Setting long-term goals and reverse engineering them into shorter-term objectives is crucial for success." - Nick Long

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On this episode of the Private Capital Mastery podcast, Brian Franco invites George Blanco, an enterprise management advisor, to talk about the significance of detailed financial information in underwriting processes and due diligence for investors. George shares real-life case studies that highlight the impact of reclassifying expenses on tax liability and the potential for higher return on investment when selling a business. They also discuss the importance of strategic planning, financial analysis, and proactive decision-making in businesses, emphasizing the role of experts in guiding businesses towards profitability and success.

"If you have a good advisor, and they guide you, and you follow their advice into what you're supposed to do, it makes the transaction a lot easier." - George Blanco

What you will learn:

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On this episode of the Private Capital Mastery podcast, Brian Franco, interviews Russ Perry, the founder and CEO of Design Pickle. Russ shares his experiences with private capital, including a loan he received from a friend that helped him understand the potential of capital for business growth. He talks about the importance of intelligent capital, which not only provides funding but also offers strategic advice. Russ also highlights the necessity of having a clear plan for utilizing capital and the responsibility that accompanies it. 

 "Capital is an insurance policy for a big strategy and staying the course during tough times." - Russ Perry

What you will learn:

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In this episode of "Private Capital Mastery," host Brian Franco and finance expert Mariya Pylypiv explore the obstacles faced when making financial decisions for venture success. Mariya stresses the significance of comprehending market conditions and the financial requirements of the venture. She shares her personal encounters with high interest rates and the challenges of obtaining financing for new businesses. Mariya also offers guidance on alternative financing options and the factors that influence financing decisions. Brian highlights the importance of relationships in securing financing and the necessity of strategic planning during economic downturns. 

"They were very strategic in how they rightsize their business, put their costs in line with their revenues, and got through those tough times." - Mariya Pylypiv

What you will learn:

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On this episode of the Private Capital Mastery podcast, Brian Franco explores the importance of selecting the right capital partners to drive business growth and achieve successful exit strategies. He highlights the potential issues that can arise from partnering with the wrong entities, including conflicting goals and disruptions to operations. Brian provides a list of ten key objectives to consider when choosing a capital partner, such as aligning business goals and evaluating financial stability. He underscores the significance of finding a partner who shares the company's vision and values, and encourages listeners to seek expert guidance during the planning process.

"The pain of misalignment with a capital partner can hinder growth, innovation, and overall success, making it crucial for founders and entrepreneurs to carefully select partners who share their vision and values." - Brian T. Franco

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On this episode of the Private Capital Mastery podcast, Brian Franco, shares his expertise on how to access the private capital markets. He talks about the common misconception that traditional banks are the sole source of capital and highlights the different options available, such as private debt and equity investors. Brian emphasizes the importance of leveraging your business to obtain the capital necessary for growth and provides guidance on accessing the capital needed for selling or expanding a business. He advises working with a team of experienced advisors and invites listeners to tune in to the next episode focused on finding the right capital partners.

"Professional investment groups didn't dedicate their careers to starting up a company like yours, they dedicated their careers to finding you, to backing you, and to scale your business with the committed capital that they are deploying every single day." - Brian Franco

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On this podcast episode of "Private Capital Mastery," host Brian Franco explores the different types of private capital that are available in the market. He discusses how family offices, private equity groups, search funds, and mezzanine lenders provide funding based on a business's specific needs and stage of development. Franco emphasizes the importance of being prepared and having accurate data when seeking capital. He also dives into the concept of platform businesses and additional acquisitions. Through case studies on Amazon and Facebook, Franco illustrates how private equity investments have played a role in their growth. He highlights the potential of private capital markets for entrepreneurs and encourages listeners to consider utilizing private equity investments. The episode concludes with a preview of the next episode, which will focus on finding the right growth partner.

"Preparation is key when seeking capital in the private markets. Having quality data at your disposal can significantly enhance your chances of securing funding." - Brian Franco

What you will learn:

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