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 opinions voiced should not be construed as legal or investment advice and are not intended to replace the advice of a qualified attorney, accountant, and/or financial advisor. Vista Point Advisors does not provide legal advice.

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 a recommendation. It is not intended to address all circumstances that might arise. The views expressed herein may change at any time subsequent to the date of issue. Testimonials from past clients may not be representative of the experience of other clients and there is no guarantee of future performance or success. Clients are not compensated for their comments.

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 informational purposes only and should not be considered as investment advice or a recommendation. It is not intended to address all circumstances that might arise. The views expressed herein may change at any time subsequent to the date of issue. Testimonials from past clients may not be representative of the experience of other clients and there is no guarantee of future performance or success. Clients are not compensated for their comments.

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 advice or a recommendation. The opinions voiced should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, accountant, and/or tax advisor. Vista Point Advisors does not provide tax or legal advice.

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 a recommendation. It is not intended to address all circumstances that might arise. The views expressed herein may change at any time subsequent to the date of issue. Testimonials from past clients may not be representative of the experience of other clients and there is no guarantee of future performance or success. Clients are not compensated for their comments.