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What to Expect When Transacting – Managing the Emotions of a Process

Aug 09 2023

As founders begin to pursue a sellside transaction process, it is important to understand the various phases of process execution and the emotional cycles that will most likely come with each phase. Our team is a firm believer that, often, the most value we can add to these processes is helping manage the founders’ emotions […]

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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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What Enterprise SaaS Customers Want

Apr 25 2019

Some SaaS companies start by selling to the SMB market and evolve to sell to the enterprise at some point. Often this move is a planned strategy. And other times, it’s more accidental. Enterprise customers actually lead you there. You’re targeting small and mid-sized businesses and suddenly you notice that you have some Fortune 1,000 […]

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