The Deal-Making Insights That Grow Companies Fast with Brian Franco
Release Date: 08/17/2025
Why Is Financial Preparation Key to Maximizing Business Value with Jessica Fialkovich
The B2B Growth Blueprint
Are you building a business you can walk away from on your terms without leaving money legacy and people behind? Jessica shares how losing a corporate job during the Lehman era pushed her to take control of her career by becoming an entrepreneur then selling her first company and learning the hard way that exits require preparation not excitement She explains that most owners do not exit on their own terms and that the biggest preventable mistake is not running the company like it could exit at any time Her framework centers on having a target exit option plus a backup plan focusing on...
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Can Fractional CMOs Help Struggling Businesses Scale Faster with Melanie Asher
The B2B Growth Blueprint
What if the real reason your marketing is not working has nothing to do with your ads or your posting schedule? Melanie Asher explains why businesses stall when they chase checklists and vanity metrics instead of aligning marketing with clear 6 month and 5-year goals. She breaks down how ownership of core assets like your domain data and brand protections directly affects value during a transition. The conversation also spotlights common breakdowns like disconnected systems undocumented processes and marketing efforts that cannot be measured end to end. Her core point is that marketing is...
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How Can Founder-Led Companies Break Through Growth Plateaus with Alexis Sikorsky
The B2B Growth Blueprint
Ever feel like your business hit a ceiling—and no matter how hard you grind, it won’t budge? In this episode, Alexis Sikorsky breaks down the real reasons founder-led companies stall around the $5M–$10M mark. He shares how he scaled New Access, survived the 2008 crash, and eventually reached a $100M+ exit. You’ll hear why “more ideas” isn’t the problem—lack of clarity is. And you’ll leave with a simple way to assess what to fix first, so growth becomes engineered instead of chaotic. Quotes: Don’t confuse what’s urgent with what’s important. ...
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What Are DATA Principles for Realistic Projections with Jeffrey Kates
The B2B Growth Blueprint
Welcome back to the B2B Growth Blueprint Podcast. What happens when a company is one bad decision away from real trouble? In this episode of the B2B Growth Blueprint Podcast, host Mark Osborne sits down with Jeffrey Kates, a veteran turnaround and M&A advisor who steps in when clarity and discipline matter most. Jeffrey shares why clean historical financials are important, but why forward-looking projections are what separate average operators from best-in-class leaders. He breaks down how strong projections must be tied to real operations, from workflow and supply chain timing to margins...
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Will Your Pricing Scale as Fast as Your Company Needs It To with Dan Balcauski
The B2B Growth Blueprint
Welcome back to the B2B Growth Blueprint Podcast. In this episode, Mark Osborne sits down with Dan Balcauski, founder and chief pricing officer at Product Tranquility, to explore how B2B SaaS leaders can turn pricing and packaging into a strategic advantage. Dan shares how his background in engineering, product management, and an MBA internship led him to focus on how companies capture value, not just build products. Together, they break down why pricing is not just about picking a number, why who and how you charge matters more than what you charge, and how growth stage companies can evolve...
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Is Your Business Quietly Hitting a Growth Ceiling with Ron Gerran
The B2B Growth Blueprint
Welcome back to the B2B Growth Blueprint Podcast. In this episode, Mark Osborne sits down with Ron Gerrans to unpack what really drives scalable growth in founder-led companies, and why operational maturity is often the missing link between a solid business and a business that can grow or exit cleanly. Ron shares how years as a CEO shaped his approach, why most companies get stuck in heroic execution, and how leaders can move from chaos to repeatable, scalable systems without losing the entrepreneurial energy that made the company successful in the first place. Quotes: ...
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What Is Laurie Barkman’s BUILT Method for Successful Business Transitions
The B2B Growth Blueprint
Mark Osborne welcomes Laurie Barkman, founder of Business Transition Sherpa, a consulting firm specializing in guiding business owners through growth and transition strategies. With a background in B2B growth, Laurie brings firsthand experience as CEO of a third-generation company and has led a significant acquisition, giving her unique insight into both sides of the transition process. She has worked extensively with Gen X owners who approach exit planning differently than baby boomers, seeking more personalized and strategic pathways. Laurie is also the creator of the trademarked "Built to...
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How Is AI Reshaping Digital Marketplaces Today with Andy Allaway
The B2B Growth Blueprint
Mark Osborne chats with Andy Allaway, CEO of Empire Flippers, about his career journey and the company’s nine-year evolution as a leading marketplace for buying and selling online businesses. Andy shares insights on e-commerce, SaaS, and service businesses, the growing impact of AI, and why preparing for sale is critical. He highlights the valuation power of SaaS and subscription models, the rise of online business financing, and how Empire Flippers helps entrepreneurs and investors achieve smoother exits and stronger long-term value. Quotes: “I think sellers now...
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What Innovation Strategies Drive Success for StoneGate Advisor with Marc Pierce
The B2B Growth Blueprint
Welcome back to the B2B Growth Blueprint Podcast. In this episode, the focus is on what truly drives sustainable B2B growth: building a repeatable acquisition system and protecting revenue through intentional, proactive retention. The guest is Marc Pierce, a nationally recognized healthcare strategy and consulting leader with more than 25 years of experience across payers, providers, health tech, and health data. After spending two decades building StoneGate Advisors and developing the AI-enabled STAMP platform to predict churn before renewals, Marc was recently acquired by ECG...
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How Can Family Businesses Grow and Transition Successfully with Jonathan GOldhill
The B2B Growth Blueprint
Mark Osborne welcomes Jonathan Goldhill, business coach, author, and expert in guiding family-owned companies through growth and transition. With decades of experience working alongside entrepreneurs and family businesses, Jonathan has developed a proven approach to helping organizations professionalize operations, clarify leadership roles, and build sustainable enterprise value. His coaching emphasizes the unique challenges faced by family businesses, where personal relationships and generational dynamics often intersect with strategic decision-making. In this episode, Jonathan...
info_outlineFrom Income to Outcome: Leveraging M&A for Generational Wealth with Brian Franco
Are you building a business that’s rich in income but poor in long-term outcomes? Too many entrepreneurs focus solely on day-to-day profitability only to realize too late they’ve overlooked the true potential of their greatest asset. In this episode of The B2B Growth Blueprint Podcast, host Mark Osborne sits down with Brian Franco, Managing Partner at Meritage Partners, who has personally facilitated billions in mergers and acquisitions across industries from healthcare to tech to manufacturing.
Brian isn’t just another M&A advisor, he’s a strategist who’s helped founders turn years of work into generational wealth. With over 20 years of experience and 100+ successful transactions (including 21 sold to publicly traded buyers), Brian explains why M&A is not just about selling—it’s about accelerating growth, increasing valuation, and strategically aligning with the right partners.
Key Quotes
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“Clients are so focused on the income their business generates that they neglect the outcome—the tool that can create generational wealth.”
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“Without M&A, Elon Musk wouldn’t be where he is today—bottom line.”
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“Valuation is one dimension. Deal terms are equally important.”
Key Takeaways
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Shift from Income to Outcome Thinking – Daily profitability is important, but long-term wealth comes from planning your business’s exit or growth through strategic acquisition.
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Know Your Value Drivers – Assess both financial (quality of revenue, predictability) and non-financial (key person risk, intangible capital) aspects to position your company for maximum market appeal.
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Process Before Capital – Growth often comes from tightening operations before seeking outside funding.
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Structure Can Trump Valuation – A well-structured deal with the right partner can yield better long-term returns than a higher upfront price.
[Text Wrapping Break]Conclusion
Mergers and acquisitions aren’t just an endgame—they’re a strategic lever for accelerating growth, building enterprise value, and creating wealth that lasts for generations. As Brian Franco makes clear, the difference between a good business and a truly great one often comes down to preparation, process, and perspective. By understanding your value drivers, improving the quality of your revenue, and structuring deals that align with long-term goals, you can position your company for opportunities most owners never even see. Whether you’re years from selling or actively exploring your next move, the strategies in this episode will help you stop thinking only about income—and start planning for your outcome.[Text Wrapping Break]
Links & Resources
Meritage Partners – https://meritage.partners