The Path to Exit

Vista Point Advisors
  • 5.0 (11)
  • ENTREPRENEURSHIP
  • UPDATED MONTHLY
The Path to Exit

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.

  1. NOV 12

    22 | Balancing SaaS Growth: Upselling vs. New Customer Acquisition vs. Pricing

    There are three primary vectors SaaS founders use to grow their business: upselling to existing customers, acquiring new customers, and raising prices. In this episode, managing directors Mike Lyon and Mike Greco discuss the pros and cons of each, particularly through the lens of raising capital or selling your business.Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for informational purposes only and should not be considered as investment advice or...

    19 min

  2. OCT 15

    21 | How to Structure & Manage a SaaS Board of Directors

    SaaS founders often have a love-hate relationship with their boards of directors, finding them alternatively invaluable or frustrating. Creating and managing a cohesive, effective board can be a daunting task. In this episode, Sterling Lanier—recurrent board member and co-founder—joins Mike Lyon to share insights on how SaaS founders can help build and lead a high-performing board of directors, ensuring alignment and effectiveness for the company’s growth.Securities offered through Vista Poin...

    22 min

  3. SEP 10

    20 | Understanding SaaS FinTech & Payments Opportunities with Utopaya

    A significant trend SaaS founders are facing is integrating fintech products into vertical businesses, particularly payments. In this episode, Brian Abernethy from Utopaya joins Mike Lyon to discuss considerations for founders thinking about the payments opportunity, when to pursue it or not, and why it’s valuable to private equity firms and buyers. Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for informational purposes only and should not be...

    22 min

  4. AUG 13

    19 | 7 Questions Founders Should Ask PE Firms

    Interest from private equity firms can be flattering, but founders need to understand that not every PE firm will be a good fit for your company. Founders need to discover the true dynamics of the fund, particularly when considering the long-term relationship. In this episode, managing directors Mike Lyon and Jeff Bean outline what questions you should ask a PE firm to understand if they're a good fit for you.Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been pr...

    16 min

  5. JUL 16

    18 | 4 Common Milestones That Lead SaaS Founders to Sell Their Business

    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...

    19 min

  6. MAY 21

    17 | Common Legal Diligence Issues Founders Face During M&A Transactions

    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 ...

    24 min

  7. APR 23

    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

  8. MAR 12

    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
See All (22)

Ratings & Reviews

5
out of 5
11 Ratings

About

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.

Information

  • Creator
    Vista Point Advisors
  • Years Active
    2023 - 2024
  • Episodes
    22
  • Rating
    Clean
  • Copyright
    © 2024 The Path to Exit
  • Show Website
    The Path to Exit

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada