In this episode of the M&A Guy podcast, host Brian Franco and guest Trav Bowen discuss the complexities of private equity, exit planning, and wealth protection for entrepreneurs. They explore common mistakes business owners make during exit planning, the importance of timely and strategic planning, and the role of charitable intentions in legacy building. The conversation also delves into family dynamics in business succession and the internal and external threats to business continuity. The episode concludes with insights on asset protection and the importance of stewardship after an exit.

In this episode of The M&A Guy podcast, host Brian Franco engages with Leyla Briggs from Private Wealth Law Group to discuss the importance of legacy planning and estate management for business owners. They explore the complexities of mergers and acquisitions, the necessity of having legal documents in order, and the emotional aspects of business succession. Leyla emphasizes the need for proactive planning and the benefits of engaging legal services early in the business lifecycle. The conversation highlights the significance of being prepared for unexpected opportunities and the importance of aligning family dynamics with business goals.

In this episode of the M&A Guy podcast, Brian Franco and Carter Looney discuss the intricacies of mergers and acquisitions, focusing on the importance of choosing the right capital partner and preparing businesses for investment. They explore what makes a business investable, the significance of transparency, and the differences between financial and strategic buyers. The conversation emphasizes the need for founders to understand the capital raising process and to set clear expectations for their exit strategies.