16 episodes

Learn what every technology founder needs to know as they grow their business towards an eventual M&A transaction. In this podcast, Mike Lyon from Vista Point Advisors chats with tech founders and the VPA team to address questions like: - What is the process for selling a software or internet business? - What drives the valuation of a SaaS business? - What are my different transactions options? - And more. Subscribe to listen to new episodes released monthly. About VPAVista Point Advisors is a founder-focused investment bank that advises software & internet founders through M&A and capital raise transactions. We are a fully unconflicted investment bank who only works for founders on the sell-side, so you know that we’re always representing your interests. If you have any questions about the process of selling your business or raising capital, reach out to a member of our team. Or check out the For Founders section of our site by visiting https://vistapointadvisors.com/for-founders.

The Path to Exit Vista Point Advisors

    • Business
    • 5.0 • 11 Ratings

Learn what every technology founder needs to know as they grow their business towards an eventual M&A transaction. In this podcast, Mike Lyon from Vista Point Advisors chats with tech founders and the VPA team to address questions like: - What is the process for selling a software or internet business? - What drives the valuation of a SaaS business? - What are my different transactions options? - And more. Subscribe to listen to new episodes released monthly. About VPAVista Point Advisors is a founder-focused investment bank that advises software & internet founders through M&A and capital raise transactions. We are a fully unconflicted investment bank who only works for founders on the sell-side, so you know that we’re always representing your interests. If you have any questions about the process of selling your business or raising capital, reach out to a member of our team. Or check out the For Founders section of our site by visiting https://vistapointadvisors.com/for-founders.

    Episode 16 | Generating & Evaluating Interest from PE Firms

    Episode 16 | Generating & Evaluating Interest from PE Firms

    SaaS founders typically receive frequent emails and calls from private equity firms and it can be difficult to know which ones are worth responding to, how to respond correctly, or what information to share (or not share) with them. In this episode, Mike Lyon and Russell Perkins discuss several tips for generating PE interest, navigating initial conversations, and identifying promising firms. Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for ...

    • 14 min
    Episode 15 | Founder Tax & Estate Planning with Goldman Sachs

    Episode 15 | Founder Tax & Estate Planning with Goldman Sachs

    It’s easy for founders to put tax and estate planning on the back burner when you're focused on running a business and thinking about a sale, however, getting an early start on these considerations can really make a big impact on how much you take home. In this episode, Sarah Letourneau from Goldman Sachs joins Mike Lyon to talk about tax planning, QSBS, estate taxes, and when to start planning.This material is intended for informational purposes and is not intended to provide investment advi...

    • 16 min
    Episode 14 | 2024 Founder Focus & SaaS M&A Outlook

    Episode 14 | 2024 Founder Focus & SaaS M&A Outlook

    It’s easy to get swept up in the speculations of an election year, and founder-led SaaS companies will likely wonder how high the stakes are for them and if now is the time to sell. In this episode, managing directors Mike Lyon and Jeff Koons discuss why founders shouldn’t worry so much about the coming election, what they should be paying attention to instead, and the current M&A outlook for 2024. Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been prov...

    • 19 min
    Episode 13 | How to Avoid Miscalculating Key SaaS Metrics

    Episode 13 | How to Avoid Miscalculating Key SaaS Metrics

    In Episode 7, we discussed key metrics for selling a SaaS business, but getting data into the correct format to calculate these metrics can be difficult and time consuming. In this episode, Mike Lyon and Ethan Carlson discuss some common issues founders face when trying to pull and calculate these metrics for a business valuation.Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for informational purposes only and should not be considered as investment...

    • 14 min
    Episode 12 | Why You Should Hire an Investment Bank When Selling Your Company

    Episode 12 | Why You Should Hire an Investment Bank When Selling Your Company

    Founders are sometimes tempted to run the process of selling their business themselves in order to save money on a banker fee. In this episode, Mike Lyon and Loson Stockton discuss the advantages of hiring an investment bank that outweigh the fee, specifically how an investment banker can help add value throughout framing and positioning, negotiation, diligence, and optimizing post-deal relationships. Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provi...

    • 18 min
    Episode 11 | Vertical SaaS + Payments: What Founders Need to Know for M&A

    Episode 11 | Vertical SaaS + Payments: What Founders Need to Know for M&A

    A major trend in SaaS has been vertical-specific companies integrating payment processing as a strategy to increase revenue and improve attractiveness in M&A. In this episode, managing directors Mike Lyon and Jeff Koons discuss the “FinTechization” of vertical SaaS, how buyers think about payment integration opportunities, and how companies can capitalize on payment tech trends while not handing all the upside to buyers or private equity firms.Securities offered through Vista Point Adviso...

    • 16 min

Customer Reviews

5.0 out of 5
11 Ratings

11 Ratings

Raniv4 ,

Helpful for founders

As the founder of a growing SaaS company this podcast has been extremely helpful to me as I try to understand what my different exit scenarios are

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