450: Making Your Company Investment-Ready and Investment-Worthy


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To provide securities-related services discussed herein, certain principals of Founders Advisors, LLC are licensed with Founders M&A Advisory, LLC, member of FINRA & SiPC. Founders M&A Advisory is a wholly-owned subsidiary of Founders Advisors. Neither Founders M&A Advisory nor Founders Advisors provide investment advice.

“There is a continuum of revenue, and not all revenue is created equally.”

Listen & Learn:

  • How to determine if your company has the ingredients to create risk-adjusted future cash flows.
  • Acquisition strategies.
  • Finding your “optionality.”
  • How to create enterprise value.
  • The different kinds of revenue.
  • Transition planning.

 

Author Zane Tarence, author of 17 Reasons Your Company Is Not Investment Grade & What To Do About It, compiled his list of 17 Reasons a company is considered investment grade from three sources:

  1. His experience as a company founder, owner, investor, and seller.
  2. His observations taken from over 80 institutional transactions that he’s led over the past 20 years.
  3. His relationships with talented owners, investors, dealmakers, and mentors.

Zane is a partner and managing director of Founders Advisors, a merger & acquisition firm serving middle-market companies with offices in Birmingham, Dallas, and Houston. The firm works with owners in a wide variety of industries but focuses on oil and gas, industrials, media, healthcare, and Zane’s specialty, technology.

Zane brings a unique perspective to his investment banking practice. Before joining Founders, Zane was a leader in IBM’s internet consulting practice in the Southeast and the founder of two technology businesses which he sold to publicly traded companies. He knows from personal experience the challenge and the joy of running and selling successful companies. Since joining Founders, he and his team have orchestrated more than 80 tech-related deals with institutional buyers.

As an expert in the growth and monetization of internet technology and software companies, Zane is a popular public speaker. He has conducted over 75 workshops across the U.S. and Canada for academics and business owners through Vistage, Convene, and industry-sponsored events. He is also the founder of Silicon Y’all, a SaaS and internet summit where successful owners and professional investors share insights, best practices, and southern hospitality.

Bold marketing strategies to help position your business for investment. Call LORI JONES today at 303-678-7102 to learn more.

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It’s time to be fearless. It’s time to be bold. Call today and ignite your success! 303.678.7102.

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425 Main Street
Longmont, CO 80501

DENVER

2373 Central Park Blvd, Ste 100
Denver, CO 80231
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CONTACT

It’s time to be fearless. It’s time to be bold. Call today and ignite your success! 303.678.7102.

LONGMONT (Headquarters)

425 Main Street
Longmont, CO 80501

DENVER

2373 Central Park Blvd, Ste 100
Denver, CO 80231
*Required Field

CONTACT

It’s time to be fearless. It’s time to be bold. Call today and ignite your success! 303.678.7102.

LONGMONT (Headquarters)

425 Main Street
Longmont, CO 80501

DENVER

2373 Central Park Blvd, Ste 100
Denver, CO 80231
*Required Field