When founders set out to sell their business, many underestimate how important it is to choose the right investment bank, and how costly it can be to get it wrong. In this episode, managing directors Mike Lyon and Miles Lacey break down what founders should and shouldn’t do when evaluating banks, negotiating fees, and determining the best time to hire, so you can run a competitive process and achieve a better outcome. Securities offered through Vista Point Advisors, member FINRA/SIPC. This ha...
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When founders set out to sell their business, many underestimate how important it is to choose the right investment bank, and how costly it can be to get it wrong. In this episode, managing directors Mike Lyon and Miles Lacey break down what founders should and shouldn’t do when evaluating banks, negotiating fees, and determining the best time to hire, so you can run a competitive process and achieve a better outcome. Securities offered through Vista Point Advisors, member FINRA/SIPC. This ha...
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...
The Path to Exit
When founders set out to sell their business, many underestimate how important it is to choose the right investment bank, and how costly it can be to get it wrong. In this episode, managing directors Mike Lyon and Miles Lacey break down what founders should and shouldn’t do when evaluating banks, negotiating fees, and determining the best time to hire, so you can run a competitive process and achieve a better outcome. Securities offered through Vista Point Advisors, member FINRA/SIPC. This ha...