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Do You Have A Lifestyle Company?

Sep 12 2018

A lifestyle company is a business operated with the purpose of providing a level of income or particular lifestyle for its Founder. There is nothing wrong with having a lifestyle company, but the founder/entrepreneur must understand that the “lifestyle company” mentality does not fully align with building enterprise value or creation of a sellable company.  […]

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The Importance of Clean Financials

Jul 23 2019

This is a guest article from Founders Advisors Director Chris Weingartner. We hope you enjoy it! Across all the deals we’ve done, there is likely no larger deterrent to both a premium valuation and a smooth closing than a company that doesn’t have clean financials. We certainly can be empathetic for companies that have not […]

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Perfecting the SDR to AE Handoff

Aug 08 2019

A while back I spoke on a panel at the Salesloft Rainmaker event on the topic of perfecting the handoff of a prospect from the SDR to the AE. The handoff can make or break the sale. This is a topic often left orphaned by sales leaders and something that needs far more attention than it is given. SDRs are […]

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