Vista Point Advisors

When selling a business, one of the most important drivers of a good outcome is creating a competitive bidding environment. Watch the video or read the article to learn more about how competition improves valuation and deal terms for founders: https://lnkd.in/gNHZQrpC #founders #pathtoexit

#saas #metrics #founders

What are the pros and cons of focusing on upselling and cross-selling as the primary strategy for growing your business? In this episode, managing directors Mike Lyon and Mike Greco discuss the pros and cons of three primary vectors SaaS founders use to grow their business: upselling to existing customers, acquiring new customers, and raising prices. Listen and subscribe on: Our website: https://lnkd.in/gU8Dziib Spotify: https://lnkd.in/gE5EHTsf Apple Podcasts: https://lnkd.in/gjMSDzNR #founders #pathtoexit #saas #growth

https://lnkd.in/g7Ub3xCG #founders #investmentbanking

#saas #metrics #founders

The due diligence phase of selling a business can demand a lot of time and energy from a founder, but much less so if the founder comes into the transaction prepared. Take a look at the checklist our team put together so you can start getting your house in order. Link: https://lnkd.in/gVmRX3yz #founders #pathtoexit

SaaS companies looking to engage with prospective buyers should take a second look at how they calculate gross margin—because buyers certainly will during due diligence. Something we commonly advise our clients to do is to ensure they've appropriately classified any cost to deliver software as a Cost of Goods Sold (COGS), which factors into the calculation of gross margin. Incorrectly classified costs often result in under-burdened gross margins that get corrected during the diligence phase. Our team put together an article covering common mistakes SaaS companies make when calculating and reporting their gross margin to interested buyers. Take a look at the link below: https://lnkd.in/gtpkKuqh #saas #founders #investmentbanking

Which metrics do SaaS buyers/investors look at the most closely when evaluating a potential investment? As a founder, even if you're currently tracking key metrics for internal reasons, you may not be doing so according to the expectations of buyers, which is often different and can create misunderstandings and possibly lower valuations. Take a look at the full article to learn how to properly calculate and position these metrics for buyers/investors: https://lnkd.in/gxAVJ_9F #saas #founders #pathtoexit

What are the pros and cons of focusing on new customer acquisition as the primary method of growing your business? In this episode, managing directors Mike Lyon and Mike Greco discuss the pros and cons of three primary vectors SaaS founders use to grow their business: upselling to existing customers, acquiring new customers, and raising prices. Listen and subscribe on: Our website: https://lnkd.in/gU8Dziib Spotify: https://lnkd.in/gE5EHTsf Apple Podcasts: https://lnkd.in/gjMSDzNR #founders #pathtoexit #saas #growth

Congratulations to Jake Brydon, Jason Nolen, Jesse Mahan, and the team at ROOFLINK Roofing Software for their recent acquisition by SalesRabbit! We wish you all the best as you begin working with the SalesRabbit team. It was our pleasure to represent you. Press Release: https://lnkd.in/gZTYxUkR #founders #software #saas #mergersandacquisitions #investmentbanking