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Monday 7am - 4pm Tuesday 7am - 4pm Wednesday 7am - 4pm Thursday 7am - 4pm Friday 7am - 4pm

Meritage Partners

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United States
Newport Beach, CA
Meritage Partners

M&A Advisory | Exit Strategies | Investment Banking | $2B+ in Capital Deployed

09/28/2026

Congratulations, Jacob and Alexandria Franco! 💍

We couldn't be happier for you both as you celebrate your marriage. Wishing you a lifetime of love, laughter, and adventures as you start this new chapter together. 🥂

Warmest congratulations from the Meritage Partners team!

09/02/2026

🚨 Free webinar — TOMORROW

How Technology Is Reshaping Manufacturing & Business Operations

If you're building a company you eventually want to sell, technology isn't optional — it's one of the biggest levers for enterprise value, and most owners are leaving it on the table.

Join Brian Franco and special guest Mike Pring for 30 minutes on:
→ Where automation is actually moving the needle
→ Practical applications you can implement now
→ What this means for your valuation down the road

Free. Live. No fluff.

👇 Comment "SCALE" (or just "YES") and we'll send you the link.

08/25/2026

New video in our Build-to-Exit Series: Measure What Matters & Find Your North Star 🎯

In this week's lesson, Daniel Robosky breaks down how to tell a real KPI from a vanity metric, because if you're tracking 20+ numbers in your business, you're probably not tracking anything. He walks through how to build your KPI chain and find the one North Star number that actually moves your business.

Not ready to enroll? Start free:
👉 Join the Empire Builders Community: https://empire-builder.com/community/
👉 Save your seat for our upcoming webinar: https://ro.am/meritage-partners/how-technology-is-reshaping-manufacturing--business-operations

Ready to go deeper? Enroll in the Empire Builder Program for weekly lessons on KPIs, valuation, exit readiness, and building a business that runs without you: https://empire-builder.com/

08/07/2026

POV: Daniel Robosky calls out your entire business strategy in 30 seconds. 🎯

"Nobody cares how hard you work."
"Nobody cares how much you spent on your bull."

We felt that. 😭

The market doesn't grade on effort, it grades on results. So let's stop hustling in circles and start building something that actually scales.

👋 Come hang in our FREE community
🏗️ Ready for more? Empire Builder has the playbook

👉 Free community: https://empire-builder.com/community/
👉 https://empire-builder.com/

07/10/2026

We're excited to share that our COO, Daniel Robosky, will be speaking at Jack Hanks Classes in Chicago this July.

Daniel will be discussing what drives enterprise value from an operator's perspective, including how founders can build businesses that are more scalable, transferable, and better positioned for a successful transaction.

Enterprise value isn't created when you're ready to sell. It's built through operational discipline, leadership, financial clarity, and systems that can thrive beyond the founder.

If you'll be attending, we'd love to connect.

📅 July 29–31, 2026
📍 Chicago, IL

Register here: https://jackhanksclasses.com/events/chicago

07/06/2026

Congratulations to Sylvia Cuaro on your well-deserved promotion to Team Leader! 🎉

This achievement reflects your hard work, dedication, and the leadership you've demonstrated every step of the way. Your commitment to our clients, your support for your teammates, and your willingness to go above and beyond have made a lasting impact on Meritage Partners.

We're incredibly grateful to have you on our team and couldn't be more excited to see you thrive in this new role.

Congratulations, Sylvia! This is just the beginning, and we can't wait to see all you'll accomplish as a leader. 💙

07/02/2026

We're excited to welcome Nick Pond to the Meritage Partners team as our newest Strategic Growth Advisor. 🎉

Nick brings a diverse background across finance, healthcare, insurance, medical sales, and EdTech, along with a passion for helping business owners grow stronger businesses, prepare for successful exits, and build lasting wealth.

At Meritage Partners, he'll be working closely with founders, entrepreneurs, and our strategic partners to help clients create long-term value and achieve their goals.

We're excited to have Nick on board and look forward to the experience, perspective, and relationships he'll bring to our team.

Welcome to Meritage Partners, Nick! 👏

Address

2901 West Coast Highwy
Newport Beach, CA
92663

Opening Hours

Monday	7am - 4pm
Tuesday	7am - 4pm
Wednesday	7am - 4pm
Thursday	7am - 4pm
Friday	7am - 4pm

Website

https://meritage-partners.com/, https://m.mtrbio.com/meritage-partners

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