Shows
SaaS Buyers' ClubHow to avoid an existential crisis after selling your business with Chad BrownIn this SaaS Buyers' Club Episode 26, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Chad Brown, who is a coach for founders, to discuss the often-unforeseen challenges that founders face during an exit, described as a potential crisis. Chad shares his unique perspective derived from personal experiences of failure, loss, and eventually, success as a founder. His journey from a devastating loss in the real estate market to founding a successful video production company and experiencing burnout highlights the importance of leadership, self-awareness, and the transformative p...2024-04-1549 min
SaaS Buyers' ClubMastering the Exit: Sharon Gillenwater's $25M Entrepreneurial Sale SagaIn this SaaS Buyers' Club Episode 25, your hosts, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview Sharon Gillenwater, founder of Boardroom Insiders, as she candidly shares her journey from the inception of a unique SaaS platform to its strategic $25 million sale. In this revealing episode, listeners will gain unparalleled insights into the crucial strategies, challenges, and decision-making processes essential for successful business growth and an eventual lucrative exit. Key focuses include the importance of due diligence, the differences between strategic buyers and private eq...2024-04-051h 48
SaaS Buyers' ClubDan Cremons on the Private Equity Best Practices for Talent Management when Acquiring CompaniesIn this SaaS Buyers' Club Episode 24, your hosts, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview the founder of Accelera Partners, Dan Cremons.In this episode, the critical role of talent management in the success of private equity investments, particularly within the SaaS sector is explored. Dan Cremons, an experienced PE investor, CEO, advisor, and author, shares valuable insights drawn from his impressive career, emphasizing the evolution from mere capital allocation to prioritizing talent allocation. He highlights the indispensable role of effective leadership, c...2024-03-291h 14
SaaS Buyers' ClubHow to Prepare Your Small Business for Sale - Insights from Exit Expert Mike FingerIn this SaaS Buyers' Club Episode 23, your hosts, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview the founder of Exit Oasis, Mike Finger.Mike Finger is a seasoned entrepreneur with extensive experience owning, exiting, and coaching on small business ventures. With eight businesses, four successful exits, and twenty years in the entrepreneurship space, Mike brings a wealth of knowledge and firsthand insights. Discover Mike's journey through entrepreneurship, the crucial lessons learned from both failures and successes, and how these experiences led him to f...2024-03-151h 06
SaaS Buyers' ClubListen to this episode with Thomas Smale if you want real insights into SaaS M&AIn this SaaS Buyers' Club Episode 22, your hosts, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview the founder of FE International, the leading SaaS M&A brokerage founder Thomas Smale. This episode provides an in-depth examination of the tech M&A landscape and the pivotal role of AI in shaping business futures and market trends towards 2024. Initially, the discussion, led by the experienced M&A expert Thomas Smale, navigates through the intricacies of tech mergers and acquisitions, sharing valuable insights from over 1,500 deals facilitated by F...2024-03-081h 23
SaaS Buyers' ClubIf you're thinking about selling your SaaS business, listen to this episode with Stephen WhyteIn this SaaS Buyers' Club Episode 21, your hosts, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview SaaS bootstrapper and acquirer Stephen Whyte.Stephen White is the former founder of Qadex, a business which he exited from in January 2023. In this episode, Stephen shares his journey from bootstrapping the UK-based SaaS business to selling it successfully. He elaborates on the challenges faced by Qadex, like competition from VC-backed startups and conglomerates, lean operations tactics, and the importance of long-term vision. White also delves into t...2024-03-051h 21
SaaS Buyers' ClubGet the exit you're looking for when selling your SaaS business with Matt TortoraIn this SaaS Buyers' Club Episode 20, your hosts, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview SaaS investment banker Matt Tortora.In this episode, SaaS investment banker expert Matt Tortora shares vital insights on cornerstones of successful M&A deals in the Software as a Service (SaaS) industry. He elaborates the necessity of focusing on a niche, maintaining organized financials, and KPIs for robust exits. In the episode, Matt discusses the importance of thorough commercial contract due diligence, warranty, indemnification, and limitation of l...2024-02-231h 34
SaaS Buyers' ClubHow vision for SaaS businesses leads to long term success & better exits for SaaS businessesIn this SaaS Buyers' Club Episode 19, your hosts, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview Juan Gonzalez.This in-depth discussion features industry veteran, Juan Gonzalez ,who is a 20 year veteran of SaaS and managed services companies. Juan has served in the role of head of customer success, chief customer officer, VPSVP of customer experience and in this episode Juan shares his insights on effective leadership, strategic vision and building sustainable businesses, particularly in software as a service (SaaS) and managed services organizations. D...2024-02-101h 24
SaaS Buyers' Club10 MUST KNOW tips when acquiring a business | Acquisitions | How to buy a business |In this SaaS Buyers' Club Episode 18, your hosts, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview Ron Skelton who is the host of the How2Exit podcast. After interviewing almost 200 people on his How2Exit podcast, Ron shares 10 key insights that he's learned from his interviews of the world's foremost experts on M&A. Key points in his discussion revolve around the essential nature of establishing rapport, understanding deal structures, and placing value on team dynamics in successful business acquisitions. He also discusses the hard-to-ignore t...2024-02-031h 27
SaaS Buyers' ClubHow to successfully acquire and grow SaaS businesses with Sureswift Capital | SaaS | AcquisitionsIn this SaaS Buyers' Club Episode 17, your hosts, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview Don Wharton and James Degreef from the private equity firm, Sureswift Capital. In this episode, they discuss the evolution and focus of SureSwift Capital, highlighting the company's successful formula for acquiring and growing profitable SaaS businesses. The discussion revolves around the distinctive culture at SureSwift, the critical role of accountability within a team, and the priority given to ensuring continuity in the businesses they acquire. Don and James also s...2024-01-261h 09
SaaS Buyers' ClubMaximize the value of your SaaS acquisition with integration expert Steve NunnIn this SaaS Buyers' Club Episode 16, your hosts, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview acquisition integration expert Steve Nunn. Steve Nunn from Intista shares his substantial expertise on business integration in the SaaS industry, focusing on M&A. Covering topics from the role of leadership to the critical challenges that frequently arise, Steve also presents the unique five-step process of Intista and their certified acquisition integration management program. In this podcast interview, Steve Nunn from Intista talks about the correct procedures an...2024-01-131h 22
SaaS Buyers' ClubMastering SaaS Business and Enterprise Sales Strategies with Rob GibbonsIn this SaaS Buyers' Club Episode 15, your hosts, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview SaaS business expert and enterprise sales strategist Rob Gibbons. Rob, a business coach, speaker and ex-athlete with a unique sales outlook, shares invaluable insights into the vital role of systems in sales, understanding customer needs, and mastering the art of negotiation. He also discusses the dynamic SaaS market landscape and the future of tech in AI and AR. This series is further enriched by Rob's personal journey as...2024-01-051h 30
SaaS Buyers' ClubAndrea Balletbó on how to get financing for your SaaS business | Buying a SaaS biz |In this SaaS Buyers' Club Episode 14, your hosts, private equity Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview Andrea Balletbó who is the partnerships and acquisitions advisor at Boopos, which is a financier of businesses, among other things like a business listing website, and more. In this episode Andrea explains the business model of Boopos, which is a financing solution for SaaS businesses, among other things. Boopos helps entrepreneurs buy and sell SaaS businesses through financing, sourcing quality deals from brokers, and providing market intelligence. An...2023-12-141h 04
SaaS Buyers' ClubUnraveling the AI and SaaS Terrain with Sam Arami of AI Clubhouse | Using AI for businessesIn this SaaS Buyers' Club Episode 13, your hosts, private equity Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview Sam Arami who is a former analyst at a large Canadian investment bank, the founder of the popular instagram account, AI Clubhouse.Sam Arami, founder of AI Clubhouse shares his insightful experiences in the realms of AI and SaaS. Sam reveals his journey from studying finance to starting his tech brand, and provides an outlook on the evolution of AI, emerging trends, and their practical uses in...2023-12-041h 50
SaaS Buyers' ClubMastering M&A in LegalTech SaaS: Insights from Legal Tech Entrepreneur Allen Rodriguez |In this SaaS Buyers' Club Episode 12, your hosts, private equity Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview guest Allen Rodriguez, industry veteran, former director at LegalZoom, one of the first non-lawyers to own a law firm, and acquirer of SaaS businesses. in this episode, Alan details his transition from working in a law firm to owning one, and his involvement in acquisitions in the legal tech SaaS industries. Topics range from the nitty-gritty of M&A, the importance of empathy and patience during acquisitions, t...2023-11-271h 26
SaaS Buyers' ClubMastering the Art of Product-Led Growth with Wes Bush: A Deep Dive into PLG Strategies | SaaS Acquisitions | Business Acquisitions | M&A | SaaSIn this SaaS Buyers' Club Episode 11, your hosts, private equity Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview Wes Bush who is a renowned expert on Product-led Growth (PLG) strategies and founder of Product-led Institute. Throughout the discussion, Wes divulges his journey from being involved in B2B SaaS to mentoring companies on constructing successful PLG models. He breaks down the nine crucial components of the PLG business model, such as the irresistible free offer, ideal user profile, clear vision, seamless user experience, structured pricing, c...2023-11-181h 39
SaaS Buyers' ClubHosam Hasan on selling your side hustle | Acquisitions | SaaS Acquisitions |In this SaaS Buyers' Club Episode 10, your hosts, private equity Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview Hosam Hasan who sold his customer support business which started as a simple side hustle. In this episode, Hosam talks about how he built and sold his side hustle which was a customer service support company for SaaS businesses. He also shares insights into how to deliver exceptional customer support when working with customer support tickets for SaaS businesses. Follow the Guest: Hosam Hasan2023-11-111h 42
SaaS Buyers' ClubRay Drew talks about SBA financing for your SaaS business | SaaS Acquisitions | SaaS FinancingIn this SaaS Buyers' Club Episode 9, your hosts, private equity Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview Ray Drew who is from the SBA Lender Fundex and has helped SaaS businesses secure SBA financing. In this episode, Ray talks about SBA financing and what you need to know. He tells a few great stories about acquisitions he's helped finance, and he even tells a few horror stories about acquisitions he financed that went wrong afterwards. Watch this episode to get an insider look at S...2023-11-041h 22
SaaS Buyers' ClubAnna Nadeina on acquiring SaaS Businesses | Bootstrap mindset for SaaS | SaaS AcquisitionsIn this SaaS Buyers' Club Episode 8, your hosts, private equity Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview Anna Nadeina who is head of growth at SaaS.Group. SaaS.Group is a serial buyer of SaaS businesses from around the world that are operated remotely. Anna is the head of growth and host of the SaaS.Unbound podcast where she interviews SaaS founders about founding and scaling their businesses. In this episode, Anna gives her insights from the dozens of conversations with founders about why f...2023-10-271h 18
SaaS Buyers' ClubRyan Kulp | What to think about when acquiring SaaS businesses | MicroPE | SaaS acquisitions |In this SaaS Buyers' Club Episode 7, your hosts, private equity Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview microPE and SaaS entrepreneur Ryan Kulp who founded the microPE firm Fork Equity where he's had 10 of the companies Fork's invested in acquired since founding Fork Equity in 2017. In this episode, Ryan covers his mindsets and mental models around what to think about to successfully acquire SaaS businesses. His track record operating Fork Equity speaks for itself in that he has figured out how to successfully buy a...2023-10-241h 53
SaaS Buyers' ClubAyoub Moustaid on when to sell your SaaS business | MicroSaaS | SaaS M&A | SaaS acquisitions |In this SaaS Buyers' Club Episode 6, your hosts, private equity Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview indie hacker and MicroSaaS entrepreneur Ayoub Moustaid who has exited and sold 3 SaaS products created through his software development company Overflow Digital Solutions. Ayoub is a coder with proficient business acumen who enjoys launching, building, and selling MicroSaaS businesses.In this episode, Ayoub describes when to sell your SaaS business. He tells a few great stories about how he learned important lessons about when to sell his...2023-10-141h 53
SaaS Buyers' ClubChristine McDannell on how to sell your business with a broker | | How to sell your SaaS businessIn this SaaS Buyers' Club Episode 5, your hosts, private equity Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview Christine McDannell from M&A business brokerage The Magnolia Firm. Christine also has built and successfully sold numerous businesses including a med spa and SaaS platform.In this episode, Christine describes how to work with a broker to sell your business. She tells a few great stories about how her brokerage has crushed it for her clients in terms of exceeding her client's expectations both with speed...2023-09-291h 19
SaaS Buyers' ClubColin Dougherty describes how to sell an ecommerce business | Acquisition tips | SaaS marketing |In this SaaS Buyers' Club Episode 4, your hosts, private equity Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview Colin Dougherty from AI business intelligence SaaS company Zenlytics. Colin also successfully sold his ecommerce business CAMSKNS.In this episode, Colin describes how to sell an ecommerce business. He describes the process of selling his ecommerce business, gives valuable direct insights on what's required to successfully sell a business and he talks about a current SaaS marketing tactic that is working well for SaaS business Zenlytic. 2023-09-231h 25
SaaS Buyers' ClubSaaS Industry Trends | What's happening in SaaS | Upcoming trends in SaaS |In this SaaS Buyers' Club Episode 3, your hosts, private equity Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal review recent SaaS trends in 2023. Follow the Host: Omeed Tabiei ► https://www.linkedin.com/in/Omeed-Tabiei► https://www.facebook.com/omeedt►https://www.instagram.com/saasbizlawyerFollow the Co-Host: Joe Prencipe► https://www.linkedin.com/in/joeprencipeHow to reach Optimist Legal about your SaaS M&A transaction to explore working with us2023-09-1656 min
SaaS Buyers' ClubSaaS M&A Acquisition Deal Review | Reviewing Recent SaaS M&A exits 2023 | Private Equity | AcquisitionsIn this SaaS Buyers' Club Episode 2, your hosts Omeed Tabiei and Joe Prencipe from Optimist Legal review recent SaaS M&A acquisition deals. Some SaaS M&A acquisition deals that they review in this episode are the recent acquisition of Fintech SaaS payments platform KyckGlobal, the recent acquisition of generative AI customer engagement chatbot SaaS platform Aivo, the recent acquisition of a European SaaS recruitment platform, and some recent acquisitions by Apple of generative music platforms. Follow the Host: Omeed Tabiei ► https://www.linkedin.com/in/Omeed-Tabiei► https...2023-09-0845 min
SaaS Buyers' ClubWhy choose SaaS businesses | Why SaaS acquisitions | SaaS business exits | M&A |This is the first episode of SaaS Buyers’ Club. The SaaS Buyers’ Club engages with SaaS thought leaders to get leading industry insights for founders to get the best exit, and for buyers to get their next best deal. In this episode, Omeed Tabiei and Joe Prencipe, who are the hosts of the SaaS Buyers’ Club introduce themselves and talk about the vision for the show, the community they’re look to build with SBC, and why they prefer being lawyers in the SaaS acquisitions space. We release new episodes every Friday. Hit subscribe to follow for more content and upco...2023-09-0219 min