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Quarterly

Home Services

CEO Roundtable

Q3:

“Preparing Your Business for a Profitable Exit”

Date/Time:

August 6th, 2025 @ 12:00 PM PST

Location:
Online

YOUR Hosts

Brian T. Franco

Brian T. Franco is a distinguished M&A Advisory expert with over two decades of experience, consistently achieving one of the highest success rates in the industry. Known for his precision in deal structuring and unwavering commitment to fairness, Brian possesses a rare, intuitive ability to assess company compatibility, ensuring optimal alignment between buyers and sellers. His deep expertise in transaction structuring, strategic market positioning, and valuation has made him a trusted advisor to businesses of all sizes, from small enterprises to large corporations.

Michelle R. Generaux

Michelle Generaux specializes in representing small businesses, particularly design professional firms, with expertise in entity formation, contracts, ownership transitions, M&A, and business disputes. She also practices estate planning and trust administration. A University of Notre Dame (BA, 1993) and William Mitchell College of Law (JD, Cum Laude, 1996) graduate, she has practiced law since 1996, moving to California in 2001. Michelle serves on the board of the Notre Dame Club of Orange County and leads its ND2OC community service endowment.

Stephen Maassen

With over a decade of roofing experience, Stephen is committed to delivering five-star service on every project. His leadership sets the tone for everything we do.

We were privileged to work with Brian Franco and the other team members at Meritage Partners in a recent merger / acquisition, and we were extremely pleased with the quality of service. Meritage worked tireless in their efforts to drive a transaction from initial review to close.

Raymond Swartz, tk1sc (Partner)

Their team expertly navigated us through every step of the M&A process, ensuring our interests were protected and our goals achieved. Their deep industry knowledge, combined with a proactive approach, made all the difference. We felt confident and supported throughout the entire journey.