What are the opening hours?

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

Meritage Partners

Home
United States
Newport Beach, CA
Meritage Partners

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

11/02/2026

Meritage Partners has been named to Axial’s Top 25 Lower Middle Market Investment Banks for Q3 2026, and ranked #3 in Industrials. Axial’s rankings are built from real deal data: buyer interest, process ex*****on, and closed transactions. Thank you to the business owners who trust us with their exits, and the buyers who engage with our processes.

10/29/2026

Could your business run for six months without you?

That's the question buyers quietly ask during diligence. If every key client relationship, pricing decision, and hire runs through the founder, a buyer isn't acquiring a company. They're acquiring a job they can't fill.

Founder dependency is one of the biggest valuation discounts we see.

A few places to start reducing it:

🔹 Document the decisions only you make today
🔹 Move key client relationships to your team
🔹 Build a leadership bench that can run the week without you
🔹 Track the business on dashboards, not memory

What's the one task in your business only you can do right now?

10/27/2026

We’re at Win The Storm in Dallas this week, October 28–30. Stop by Booth 116, sign up, and walk away with a free Meritage shirt.
Every entry also goes into our drawing for a complimentary business valuation, with one company selected at the close of the event for a free Opinion of Value. If you’ve wondered what your business is worth, this is an easy way to find out.

Not registered yet? Use code MERITAGE at winthestorm.com to save on your ticket.

No purchase necessary. Open to owners and executives of privately held businesses, 18+. One entry per company. Winner drawn October 30th time to be announced. Shirts while supplies last. Not sponsored or administered by Meta or LinkedIn.

10/27/2026

We’re excited to be a Gold Sponsor at RoofCON 8!

The Meritage Partners team is looking forward to connecting with industry leaders, business owners, and professionals across the roofing community at this year’s event.

RoofCON is always a great opportunity to build relationships, share insights, and have meaningful conversations around growth, leadership, and long-term business value.

We’re proud to be part of it and can’t wait to see everyone there.

10/22/2026

Quick question: what is your business worth today?

Not what you hope. Not what a competitor sold for. Your number.

Most founders don't ask until something forces it: an unsolicited offer, a partner who wants out, burnout creeping in. By then, you're working on someone else's timeline.

AppleBites is an AI-powered valuation platform from the Meritage ecosystem. Start with an assessment and it builds into your Exit Readiness Score, plus a view of what's helping and hurting your value.

Not a formal appraisal. Just clarity before your next big move.

Start your assessment at applebites.ai

10/20/2026

Same industry. Same profit. One business sells for 3x earnings, the other for 12x.

The gap isn't luck. Buyers evaluate a specific set of characteristics, and every one of them can be built on purpose:

- Recurring revenue
- Scalable operations
- Competitive moats
- Leadership depth
- Growth potential
- Financial transparency
- Exit architecture (how easily ownership can transfer)

Most owners are strong in two or three. The multiple lives in the ones they've ignored.

Which of the seven is your weakest right now? Save this for your next planning session.

10/19/2026

We're heading to WIN THE STORM 2026! ⛈️

Meritage Partners is excited to be exhibiting at Win The Storm, happening October 28–30 in Dallas, Texas!

Our team is looking forward to connecting with entrepreneurs, industry leaders, and business owners to discuss what it takes to build valuable, scalable, and exit-ready businesses.

Whether you're focused on growth, preparing for a future exit, or exploring your next chapter, we'd love to meet you.

📍 Find us at Booth #116
📅 October 28–30, 2026
📍 Dallas, TX

🎟️ EXCLUSIVE DISCOUNT: Use code MERITAGE to save 20% on your ticket!

Get your tickets at https://winthestorm.com

See you at the storm!

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/

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

Alerts

Be the first to know and let us send you an email when Meritage Partners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.