The Path to Exit Vista Point Advisors

We typically see four main tipping points for founders when they’re deciding to sell their business or to raise capital. In this episode, managing directors Mike Lyon and Jeff Koons discuss what those milestones look like and how founders can decide for themselves if the time is right to consider pursuing a transaction. Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for informational purposes only and should not be considered as investment advi...

SaaS founders are often overwhelmed by or underprepared for the legal diligence and purchase agreement negotiation during an M&A transaction. In this episode, Brian Lenihan from Choate, Hall and Stewart LLP joins Mike Lyon to discuss typical legal challenges that come up during the diligence process that founders should be aware of so they can be better prepared. This material is intended for informational purposes and is not intended to provide legal advice or a recommendation. The ...

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 ...

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...

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...

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...