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...
22 | Balancing SaaS Growth: Upselling vs. New Customer Acquisition vs. Pricing
The Path to Exit
19 minutes
11 months ago
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...
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...