Shows
SaaS Buyers' ClubWhat you need to know about selling your SaaS business with Okan InaltayIn this episode of SaaS Buyers Club, host Omeed Tabiei from Optimist Legal is joined by Okan Inaltay, Head of SaaS at ComCap, a boutique M&A advisory and investment banking firm.Omeed and Okan delve into strategies for maximizing SaaS exits, covering a range of topics including the importance of strategic planning, understanding buyer expectations, and the critical role of advisors. Okan shares detailed insights into the negotiation process, the significance of metrics such as ARR, EBITDA margins, and customer retention rates, and the various pathways to a successful exit. Whether you're a...2025-05-1350 min
Tech for Founder Podcast with Panida Wayrojpitak#65 - Avoid THESE Costly Saas Legal MistakesTry AskFred ChatGPT for your meetings:https://fireflies.ai/?fpr=techforfounder (affiliate link, I earn a commission at no extra cost to you.)In this episode, we delve into the crucial but often overlooked legal aspects of founding a SaaS company. Discover the most common mistakes founders make, such as underestimating the importance of legal frameworks and over-reliance on tools like ChatGPT for legal advice. Learn about the complexities of co-founder agreements, the importance of incorporating in the right jurisdiction, and the pivotal role of legal documents like IP assignments and stock purchase agreements. We also explore...2025-05-0648 min
Law Firms and FinanceLaw Firm Success : Building a Successful Law Firm and Scaling Fast After Failure ( Omeed Tabiei )What happens when a reluctant entrepreneur builds one of the fastest-growing law firms? In this episode of Law Firm Success Story, Omeed Tabiei shares his powerful journey—from serial entrepreneur and software startup failures to launching a law firm that exploded with success almost overnight.This honest conversation explores the highs, the hard lessons, and the personal growth that come from scaling fast, rebuilding stronger, and staying true to your deeper "why."🎯 What You’ll Learn: Why Omeed Tabiei never planned to start a law firm—and what changed everything How h...2025-05-0516 min
Humans of FlippaThe Realities of Raising Capital and Exiting a BusinessIn this episode of Humans of Flippa, Omeed Tabiei, a seasoned attorney and entrepreneur, brings a unique perspective from both sides of the deal table. Having served as corporate counsel for Virgin Hyperloop One during a $150 million fundraise and having launched his own startups, Omeed shares invaluable wisdom about navigating capital raises and business exits.Key Takeaways:*Why fundraising and exit processes are more similar than you might thinkCommon misconceptions first-time founders have about raising venture capital*The critical importance of warm introductions versus cold outreach*How to strategically present p...2025-03-1436 min
How I Started PodcastEp.2 Omeed Tabiei: The Coolest Lawyer - Politics, Startups, and accidental Law Firm OwnerIn this episode, Andrew Kappel interviews Omeed Tabiei, a lawyer and entrepreneur, who shares his unexpected journey from aspiring public defender to multi-time startup founder, and now law firm owner. Omeed discusses the serendipitous events that shaped his career, his experiences in politics and tech, and the lessons learned from his entrepreneurial ventures. He emphasizes the importance of quick wins, the iterative nature of starting a business, and reflects on how he would have approached his career differently. The conversation highlights the intersection of law and entrepreneurship, providing valuable insights for aspiring founders and legal professionals alike.2025-02-2137 min
SaaS Buyers' ClubUnlocking SaaS Growth via Your Payment Platform with Lucas LovellIn this episode 55 of SaaS Buyers Club, your host Omeed Tabiei, Managing Partner at Optimist Legal and seasoned counselor for SaaS founders dives deep into the world of SaaS with Lucas Lovell, VP of Product at Paddle. Lucas shares how Paddle’s end-to-end billing and payments platform helps SaaS companies grow globally. With his experience from founding a SaaS company to joining Paddle, Lucas highlights Paddle's unique merchant of record model that supports companies to maximize revenue, comply with global regulations, and ensure seamless billing and payments. Dive into key strategies on optimizing check...2025-02-0748 min
SaaS Buyers' ClubBest Lead Generation Strategies for SaaS with Mike BlumenthalIn this episode 54 of SaaS Buyers Club, your host Omeed Tabiei, Managing Partner at Optimist Legal and seasoned counselor for SaaS founders dives deep into the world of SaaS lead generation with Mike Blumenthal, the founder of SaaS Lead Flow. Omeed and Mike converse about actionable strategies for SaaS founders looking to skyrocket their sales and exit value. Mike shares invaluable advice on building a personal brand and establishing a powerful outbound motion for the year 2024 and beyond. Discover how Mike's company offers a done-for-you lead generation service to provide founders with 5-10 qua...2025-02-0447 min
SaaS Buyers' ClubSaaS pricing models explained with SaaS pricing expert James D. WiltonIn this SaaS Buyers' Club Episode 52, your host, Software as a Service (SaaS) lawyer Omeed Tabiei from Optimist Legal interviews pricing expert James D. Wilton. Dive into the depths of SaaS pricing strategies. James shares his journey, tips, and valuable insights. Learn the intricacies of monetization, the flaws of traditional per-seat pricing, and how to align value propositions with effective pricing models. SaaS founders often resort to familiar, easy pricing tactics. But there's so much more. Discover how usage-based models can revolutionize pricing and what steps to follow to capture the true value of...2025-01-2147 min
SaaS Buyers' ClubStartup funding explained: Master VC fundraising for your startup with Stephane NasserIn this episode 53 of SaaS Buyers Club, your host Omeed Tabiei, Managing Partner at Optimist Legal and seasoned counselor for SaaS founders, welcomes Stephane Nasser from OpenVC. Steph is a veteran at the junction of corporate innovation, tech entrepreneurship, and venture capital, and in this episode he demystifies the world of VC funding. He runs OpenVC, an app designed to connect founders with investors without a broker fee. Omeed and Steph reveal critical missteps such as assuming LLCs are suitable for VC funding and the frustration of overoptimistic first-time founders who venture into the...2025-01-211h 01
SaaS Buyers' ClubSaaS copywriting tips for more effective copy with Hira OsamaIn this SaaS Buyers' Club Episode 50, your host, Software as a Service (SaaS) lawyer Omeed Tabiei from Optimist Legal interviews Copyhacker certified conversion copywriter, Hira Osama.Her journey, filled with trials and triumphs, takes center stage as she reveals her methodologies for writing emails that convert, engaging audiences, and boosting business value. She breaks down the essence of mapping the customer journey, segmenting emails, and delivering the core message with precision. Alongside, Hira shares the secret sauce to crafting captivating newsletters that capture and hold attention. Designed for SaaS founders, this epi...2024-12-0648 min
SaaS Buyers' ClubHow to Make a Pitch Deck for Investors with Pitch Deck Coach Malcolm LewisIn this SaaS Buyers' Club Episode 48, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Malcolm Lewis, the Pitch Deck Coach. Today, we dive into the art of creating the perfect pitch deck with Malcolm Lewis, a veteran in enterprise software, who has a fascinating story predating the Internet era. Malcolm shares his journey, starting at Oracle in the UK, to landing in Silicon Valley during the rise of Netscape and Google. He transitioned from working for big players to starting his own ven...2024-12-0256 min
SaaS Buyers' ClubVenture capital for startups explained by Morgan PolotanIn this SaaS Buyers' Club Episode 49, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Morgan Polotan.Morgan's journey from actor to venture capitalist is an exciting tale of passion, technology, and finance. They dive into the nitty-gritty of starting, scaling, and selling companies, and raising venture capital. They discuss the four crucial buckets every founder needs to understand: the business itself, storytelling, structuring capital raises, and post-raise management. Morgan shares his hot take on the importance of founders knowing their ter...2024-12-0249 min
Tekpon SaaS Podcast275 Helping SaaS founders draft, negotiate, and close deals | Podcast with Omeed Tabiei - Optimist Legal
Globally recognized acquisition lawyers who focus their time and practice on guiding acquisition entrepreneurs to get the best deal possible. SaaS boutique law firm. We have the expert experience to help SaaS Founders succeed. With over $100bn in deals under our belt, your next transaction is in good hands.
Connect with Omeed 👇
Optimist Legal: https://www.optimistlegal.com
LinkedIn: http://www.linkedin.com/in/omeed-tabiei
Tekpon is a marketplace that helps people find the right software for their business. With a user-centric design, it offers a comprehensive overview of software options through user reviews, insights, and quality content. Additionally, Tek...2024-11-2124 min
SaaS Buyers' ClubWes Bush on the Product Led Growth Playbook to Scale Your SaaS BusinessIn this SaaS Buyers' Club Episode 47, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Wes Bush, Founder of ProductLed, author of the bestseller Product-Led Growth: How to Build a Product That Sells Itself, and his newest book, The Product-Led Playbook.Wes shares insights from his latest book, the 'Product-Led Playbook,' which lays out nine core components of successful product-led growth (PLG). They discuss the challenges and strategies in PLG, emphasizing the importance of understanding your user deeply and creating an environment where the p...2024-11-1631 min
SaaS Buyers' ClubKatie Dunn on how to pitch when thinking about raising capital for your startupIn this SaaS Buyers' Club Episode 46, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Katie Dunn, angel investor, board director, finance and due diligence expert, and Partner at Power to Pitch. Katie reveals her journey from finance to startups, emphasizing the art of underestimating and the importance of understanding what investors need to hear. Her transition during the 2008 financial crisis and subsequent deep dive into startups during COVID showcase her commitment to learning and investing wisely. Katie discusses the common pitfalls founders fac...2024-11-0845 min
SaaS Buyers' ClubLeadership Lessons for Founders in the Age of AI: Insights from Tak LoIn this SaaS Buyers' Club Episode 45, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Tak Lo, author of I, Leader: Leadership Philosophy from the Army and Startups for the age of AI.Tak shares his unique journey from joining the U.S. Army post-9/11 to becoming an entrepreneur and building the world's first AI-focused accelerator. He dives deep into essential leadership lessons for SaaS founders, stressing the importance of self-trust, balancing stakeholder dynamics, and relentless optimism. Learn about Tak's mission, how to fi...2024-11-0339 min
Imran's PodcastScaling Peaks and Closing Deals: A Conversation with the Coolest Tech Lawyer, Omeed TabieiIn this episode, I sit down with Omeed Tabiei, who is “coolest tech lawyer.” Omeed shares what sets him apart in the legal world: his background as a serial entrepreneur, his hands-on experience in tech startups, and his founder-first approach to legal challenges.
We dive into his fascinating journey from working in U.S. Congress to joining the legal team at Hyperloop, where he helped raise $50 million in Series A funding within his first week on the job.
Omeed gives us an insider’s look at how Hyperloop went from concept to reality and the challenge...2024-10-2901 min
SaaS Buyers' ClubM&A Insights from CEO Blake Hutchison of Flippa the Leading M&A MarketplaceIn this SaaS Buyers' Club Episode 44, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Blake Hutchison, CEO of Flippa.Blake shares his transformation from entrepreneur to leading the trailblazing Flippa marketplace, connecting buyers and sellers of digital businesses worldwide. Discover why Flippa's innovative technology blends search, matching, brokerage, and advisory services to create fast and efficient deals. Dive into the flourishing subscale M&A market, from Amazon FBA opportunities to booming AI and SaaS sectors. Uncover how influencers like Codie San...2024-10-2850 min
SaaS Buyers' ClubNavigating M&A mastery: Leadership, Lessons, and Integration with Iris HuIn this SaaS Buyers' Club Episode 43, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Iris Hu, former VP of M&A Finance at SalesforceLearn about Iris's 18-year journey through over 40 acquisitions, where she developed a robust playbook for successful business integrations. Explore the critical importance of internal diligence, unified strategy, and leadership alignment in the M&A process. Iris shares raw, unfiltered insights on maintaining customer satisfaction, the necessity of communication and humility, and how to retain key talent during transitions. Re...2024-10-2154 min
Product StoriesRemote Developer Hiring Secrets You NEED to KnowVideo In today’s video, episode 3 of a four-part series, we sat down with Omeed Tabiei to discuss hiring and working with remote software developers and everything you need to know about contracts and jurisdiction. Omeed is the Managing Partner at Optimist Legal, a law firm focusing solely on SaaS businesses. The firm helps founders […]2024-10-1600 min
SaaS Buyers' ClubSaaS Success Secrets: From Startup to $169M Exit with Ryan AllisIn this SaaS Buyers' Club Episode 42, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal delves into Ryan Allis's journey to an epic exit from his startup, iContact.Learn about the origins and growth strategies of iContact, a major email marketing provider, from bootstrapping beginnings with creative growth hacks to scaling up through strategic customer acquisition and optimization. Ryan emphasizes the importance of understanding unit economics, effective marketing through channels like Google ads, and leveraging capital wisely for growth. He also discusses the challenges an...2024-10-1238 min
Product StoriesThe Equity Distribution Checklist Every Founder Needs.Video In today’s video, which is episode 2 of a 4 part series, we sat down with Omeed Tabiei to talk about equity distribution and everything you as a founder need to know about setting up your business in a way that allows you to distribute equity to your employees easily and appropriately. Omeed is […]2024-10-0900 min
SaaS Buyers' ClubHitting the million dollar milestone for your SaaS business with Logan BurchettIn this SaaS Buyers' Club Episode 41, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal delves into the intricacies of scaling startups with Logan Burchett from Forecaster. They explore the significance of reaching the million-dollar revenue mark, a critical threshold that transforms startups into 'real businesses' requiring adept financial management. Logan shares insights on how Forecaster aids companies, especially those generating $1-10 million, in navigating complex financial landscapes and cashflow challenges. Discover why managing a million-dollar venture brings new hurdles and how venturing into ser...2024-10-0443 min
Product StoriesAre You Making This Common Intellectual Property Mistake in Your SaaS?Video In today’s video, we sat down with Omeed Tabiei, the Managing Partner at Optimist Legal, a law firm specializing on SaaS, helping founders set up their business, handle all things legal even up to the point of exiting and selling your business. In this first episode, which is part of a 4 part series, […]2024-10-0200 min
SaaS Buyers' ClubThe undeniable link between culture and business performance with Dan TocchiniIn this SaaS Buyers' Club Episode 40, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Dan Tocchini, founder of the business coaching consultancy Take New Ground. They delve deep into the intricacies of managing and exiting SaaS businesses. The conversation centers around the undeniable link between culture and business performance. Tocchini shares his journey from an entrepreneurial family to tackling personal hurdles and becoming a pivotal figure in personal development. He recounts transformative stories from working with top giants like ESPN and Disney, emphasizing the im...2024-09-2756 min
SaaS Buyers' ClubFounder mindsets for scaling and fundraising with Aryuna MerdygeevaIn this SaaS Buyers' Club Episode 39, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Aryuna Merdygeeva.Aryuna, a former venture-backed startup co-founder, joins the discussion. Ayjuna now aids founders in scaling, fundraising, and overcoming mindset blocks. Dive into the importance of mindset work and how it influences business growth. Aryuna shares heartfelt stories of founders facing subconscious beliefs that impede their success.Learn practical exercises and insights to help founders unlock their potential. Discover common challenges like giving up...2024-09-1351 min
SaaS Buyers' ClubUnlocking Leadership & Business Success with Adrian KoehlerIn this SaaS Buyers' Club Episode 38, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Adrian Koehler.Adrian is a seasoned business consultant and coach from Los Angeles. Adrian shares his journey from pre-med student to pediatric nurse, eventually transitioning into leadership coaching. He dives into the art of helping people make meaningful decisions under pressure, drawing from experiences at the Mosaic Church and in the prison system. Adrian explores the principles behind effective leadership and business growth. He emphasizes the pow...2024-09-0539 min
Buying Online Businesses PodcastWhy Relationships Win Deals When Acquiring & Selling A Business with M&A Lawyer Omeed TabieiBuying and selling a business isn't just about the money—it's about so much more. In today's episode, Jaryd sits down with Omeed Tabiei, a seasoned lawyer specializing in SaaS founders and acquirers, boasting nearly a decade of legal experience. With a diverse background as an in-house lawyer and time spent at both boutique and large firms, Omeed has a knack for helping clients secure outstanding deals. In this insightful episode, Jaryd and Omeed dive into the intricacies of business acquisitions and sales. They discuss how to raise funds for acquiring a business, the best places to fi...2024-08-2851 min
SaaS Buyers' ClubHow Simon Leroux is Transforming the M&A IndustryIn this SaaS Buyers' Club Episode 37, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Simon Leroux, a serial entrepreneur with multiple exits who is now seeking to transform the M&A industry with new startup, Optionality.ai.Simon recounts his intriguing journey spanning over 25 years, beginning in the telco industry and eventually leading to his first entrepreneurial venture, a boutique consulting firm specializing in direct investment attraction. Discover Simon's experiences in scaling businesses, the failures, and pivotal learnings that shaped his path, including an i...2024-08-2358 min
SaaS Buyers' ClubHow you can use Linkedin for B2B SaaS Success with Cory BlumenfeldIn this SaaS Buyers' Club Episode 36, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Cory Blumenfeld, a serial entrepreneur with multiple exits and a rising Linkedin voice.Cory shares the rollercoaster journey of his entrepreneurial life from starting a driveway sealing business to building and selling a mobile app to hospitals across Canada. During the discussion, Cory reveals the challenges he faced, such as defining a clear business model and the importance of recurring revenue and focus. Cory dives deep into his tr...2024-08-1042 min
SaaS Metrics School9 Legal Strategies for a $100M Exit – Tactics 7 to 9In episode #219, I address preparing for an exit. You must prepare ahead of time for an exit. I hosted guest expert Omeed Tabiei, an attorney for SaaS companies. His tactics were golden. They must be followed so you don’t have a failed exit.
- Have strong vendor contracts
- Identify potential legal risks
- Learn how to navigate complex deals
Grab the replay and slides here: https://www.thesaasacademy.com/pl/2148384654
Omeed's LinkedIn: https://www.thesaasacademy.com/pl/2148384654
Omeed's website: https://www.optimistlegal.com/2024-08-0304 minSaaS Metrics School9 Legal Strategies for a $100M Exit – Tactics 4 to 6In episode #218, I address preparing for an exit. You must prepare ahead of time for an exit. I hosted guest expert Omeed Tabiei, an attorney for SaaS companies. His tactics were golden. They must be followed so you don’t have a failed exit.
- Manage your IP
- Keep your corporate governance clean
- Have strong customer contracts
Grab the replay and slides here: https://www.thesaasacademy.com/pl/2148384654
Omeed's LinkedIn: https://www.thesaasacademy.com/pl/2148384654
Omeed's website: https://www.optimistlegal.com/2024-08-0204 minSaaS Metrics School9 Legal Strategies for a $100M Exit – Tactics 1 to 3In episode #217, I address preparing for an exit. You must prepare ahead of time for an exit. I hosted guest expert Omeed Tabiei, an attorney for SaaS companies. His tactics were golden. They must be followed so you don’t have a failed exit.
- The right deal structure
- Manage your equity
- Manage your employees
Grab the replay and slides here: https://www.thesaasacademy.com/pl/2148384654
Omeed's LinkedIn: https://www.thesaasacademy.com/pl/2148384654
Omeed's website: https://www.optimistlegal.com/2024-08-0104 min
SaaS Buyers' ClubUnderstanding financial due diligence in acquisitions with Mitch PetraccaIn this SaaS Buyers' Club Episode 35, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Mitch Petracca, President of the Petracca Group, which is a cutting edge financial due diligence advisory firm. Mitch, who is also the founder of the innovative new venture FundScout, shares his journey from CPA to M&A specialist, focusing on lower middle market businesses valued between $1 million to $100 million. Learn about the core components of transaction advisory, including valuations, financial due diligence, quality of earnings, and capital stack structuring. 2024-07-3045 min
SaaS Buyers' ClubHere's what you can learn from Matt Verlaque accidentally building a sellable SaaS companyIn this SaaS Buyers' Club Episode 34, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Matt Verlaque, who is the COO at SaaS Academy. Matt shares his incredible journey from being a career fireman to accidentally launching a successful software company called Uplaunch, which was later acquired. He provides valuable lessons on customer concentration, expansion vision, and ensuring founders work themselves out of a job to create durable and sellable businesses. Get ready to learn how focusing on service over software can lead to...2024-07-2053 min
SaaS Buyers' ClubThe secrets to selling your business they don't want you to know with Kevin McArdleIn this SaaS Buyers' Club Episode 33, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Kevin McArdle from Big Band Software. Big Band Software buys and operates great b2b SaaS companies. Learn about BigBand's unique approach to long-term investment, their growing portfolio, and the extensive experience Kevin and his partners bring to the table. Kevin dives deep into what makes their acquisition strategy work, including the importance of trust, transparency, and long-term value creation. Discover how founders should plan for an exit ear...2024-07-1349 min
SaaS Buyers' ClubMarketing for software companies looking to exit and for the acquirers too with Masha Petrova, Ph.DIn this SaaS Buyers' Club Episode 32, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Dr. Masha Petrova, founder and CEO of Nullspace. With over 15 years in the engineering simulation and design software industry, Dr. Petrova brings a wealth of experience from her roles at Ansys, Altium, and MSC Software during its acquisition by Hexagon.Dive into Dr. Petrova's fascinating journey from a 'real' engineer to a dynamic leader in sales and marketing. Discover how she co-founded NullSpace, a cutting-edge tech company developing engineering software f...2024-06-2853 min
SaaS Buyers' ClubReducing Churn & Scaling SaaS businesses with Nick FogleIn this SaaS Buyers' Club Episode 31, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Nick Fogle, founder and CEO of ChurnKey. Nick's expertise in churn reduction strategies has dramatically improved customer retention and overall company performance for SaaS businesses. Together, they dive into his entrepreneurial journey, detailing his early challenges as a recovering attorney with massive student debt, to self-teaching code, and eventually creating successful startups.Nick discusses his experience with his first startup, Wave, and how understanding market needs and pivoting the business l...2024-06-1750 min
SaaS Buyers' ClubExploring Technical Due Diligence in Startup Deals with Daniel JungIn this SaaS Buyers' Club Episode 30, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Daniel Jung from Techminers.In this episode, Omeed and Daniel chat about the importance of technical due diligence (TechDD) in the world of startups and venture capital. Daniel shares insights into what Techminers does, how they help businesses and investors assess technical setups, and the significance of continuous improvement. From fascinating analogies involving the Titanic to real-life case studies, this episode provides a comprehensive look at ensuring your te...2024-05-3052 min
SaaS Buyers' ClubHow to sell your business for the most money with Lien De PauIn this SaaS Buyers' Club Episode 29, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Lien De Pau, founder of The Big Exit.In the episode, Lien and Omeed discuss the critical importance of small business owners building with an exit strategy in mind. Lien shares her journey and insights on making a business sellable and the common lack of exit planning among small business owners. The conversation dives into the concept of scaling for exit versus scaling for growth, emphasizing profitability, the impact of h...2024-05-2042 min
SaaS Buyers' ClubHow to get the perfect exit from your business with Nathan HirschIn this SaaS Buyers' Club Episode 28, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Nathan Hirsch, a serial entrepreneur who secured an incredible exit from his previous company, FreeUp. In this episode, Nathan Hirsch discusses the journey of his company, FreeUp, from its inception to a successful exit. Nathan shares his early entrepreneurial ventures and how challenges in hiring led to the creation of FreeUp, a marketplace for high-quality virtual assistants and freelancers. The conversation goes deep into the strategies behind their minimum viable pr...2024-05-0357 min
SaaS Buyers' ClubSaaS Founders Guide to Scaling, Sales, and Raising Venture Capital with Kyle VamvourisIn this SaaS Buyers' Club Episode 27, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Kyle Vamvouris, founder of Vouris.Kyle shares his expertise on building effective go-to-market functions, emphasizing the crucial role of sales in scaling operations, founder involvement, and the impact of hiring experienced talent. Kyle also shares the changing dynamics of venture capital, highlighting an increased demand for traction by VCs, a trend towards bootstrapping, and the mindset shifts necessary for founders. From overcoming industry pressures, maintaining product consistency, to ev...2024-04-231h 02
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
Over Coffee® | Stories and Resources from the Intersection of Art and Science | Exploring How to Make STEAM Work For YouKindsouls: The Caring ElementKindsouls is an application. It's also a relatively-new social network with a shared goal.
But those descriptions barely do it justice.
Through an app, members operate as "a community of kindness". They encourage one another, offer everyone a place to share thoughts and feelings, and send loving messages of support.
Kindsouls CEO Omeed Tabiei is no stranger to social innovation. As an attorney and serial entrepreneur, his resume includes working with the Washington, D.C. small-business community as managing director of Think First Local DC, and as corporate counsel to Hyperloop, in Los Angeles.
And with Kindsouls, which just did its...2018-07-0729 min