5 to 50: Financial Strategies for Growing Companies is a podcast hosted by Jeff Rudner. The podcast is your company's go-to resource for financial empowerment and strategic planning. Designed for entrepreneurs and business owners managing $5–$50 million in revenue, we deliver practical financial insights to help you scale your business, optimize cash flow, and harness the power of technology. Through conversations with SMB leaders and trusted advisors, we break down high-level financial stra ...
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Podcast about software and cloud
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Unlock the full potential of your CPA firm with Taxaroo, the premier management software designed specifically for accounting professionals. Say goodbye to tedious paperwork, data entry errors, and time-consuming processes. Taxaroo streamlines every aspect of your practice, from client management to tax preparation, so you can focus on what truly matters – delivering exceptional service and maximizing profits. With Taxaroo, you can effortlessly manage client information, track billing, and m ...
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Building an entirely new kind of bank doesn’t happen overnight – and it takes a village. At Starling Bank, our village is populated by a diverse team of engineers and developers working together to build and run the UK’s first mobile only bank account, through agile development processes and leading tech. Fellow software developers, iOS and Android developers and general development enthusiasts – this podcast is for you! The Starling Developer Podcast has been created to give you insider acc ...
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Hello, thanks for stopping by - I am your host Yasmine belle, founder & CFO of Belle Capital Management, inc., a full charge accounting firm, in Los Angeles, CA. My mission on this channel is to bring financial information that will help grow your business, and hopefully trigger a few questions to make better business decisions. Because "to receive the answers you seek - you must first ask the right questions". As a CFO, we propel a culture of security, and do not limit the focus on revenue, ...
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The accounting industry is at a cross roads. We need practitioners and software executives who care enough stand up for what they think is right. As the institutions we rely on continue their failure to listen - From the Trenches is proud to provide the voices from those who want to be heard. Becc and Shaye are 2 more plucky Chartered Accountants who will bring you the real stories ‘from the trenches’. This no holes barred, feisty, yet humorous take on the Accounting landscape will be entert ...
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Employing an outside company to handle all payroll-related duties is known as outsourcing payroll services in a business. The main reasons for using payroll management services are to cut costs and free up time when handling payroll-related financial operations. Employing a third party to handle payroll operations frees up a company from having to recruit and educate a sizable in-house payroll team, buy suitable payroll software, and keep up with complicated tax regulations. All business typ ...
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6 - The Exit Playbook: Johan Hoernell’s Secrets to Scaling and Selling
36:15
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36:15What if you could learn from someone who successfully scaled and sold a SaaS company in Europe before launching their next venture? In this episode of 5 to 50: Financial Strategies for Growing Companies, host Jeff Rudner sits down with Johan Hoernell, CEO and co-founder of Reveal Automation. Johan shares his journey from McKinsey consultant to succ…
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5 - Pivot & Prosper: Scaling a CPG Brand the Smart Way with Sabrina Valle and Jessica Quon
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35:04In this episode of 5 to 50: Financial Strategies for Growing Companies, host Jeff Rudner sits down with the dynamic duo of Sabrina Valle and Jessica Quon, co-founders of the Jam Stand and Mighty Picnic. They share their evolution from crafting small-batch jams to leading a thriving manufacturing enterprise serving major meal kit brands. Learn how t…
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4 - Bootstrapped to $4M ARR: Tom Hunt’s Insights on Sustainable Scaling
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40:15In this episode of 5 to 50: Financial Strategies for Growing Companies, host Jeff Rudner sits down with Tom Hunt, Founder and CEO of Fame, to uncover how he built a $4M ARR B2B podcast agency—without external funding. Tom shares lessons from 17 business attempts, the importance of financial discipline, and why focusing on core services drives susta…
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3 - Scaling Smart: Financial & Growth Strategies for Service-Based Businesses with Kenny Dettman
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36:01In this episode of 5 to 50: Financial Strategies for Growing Companies, host Jeff Rudner sits down with Kenny Dettman, Founder and CEO of TaxNow, a three-time founder and former Big 4 accounting partner, to discuss scaling service-based businesses. They explore building scalable processes, managing rapid team growth, and navigating regulatory chall…
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2 - The Secrets to Scaling Startups with Rick Zullo of Equal Ventures
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44:44Welcome to 5 to 50: Financial Strategies for Growing Companies. In this episode, Jeff Rudner talks with Rick Zullo, founder and managing partner of Equal Ventures, about his transition from consulting to venture capital. They discuss talent's importance in startups, early-stage investing challenges, and the emotional rollercoaster of entrepreneursh…
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1 - Scaling Smarter: Adam Schwartz on Data, AI, and Entrepreneurial Growth
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38:42Welcome to 5 to 50: Financial Strategies for Growing Companies. In this episode, host Jeff Rudner sits down with Adam Schwartz, founder and CEO of Parable and former co-founder of TeePublic. Adam shares his entrepreneurial journey, emphasizing the power of aligning intention with attention, leveraging AI for workplace efficiency, and understanding …
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🚀 The Wait is Almost Over! After months of preparation, we’re just ONE day away from launching the 5 to 50 Podcast by Proseer! 🎙️ If you're an entrepreneur or business owner managing $5M–$50M in revenue, this podcast is built for you. We’ll bring you expert financial insights, cash flow strategies, operational efficiencies, and cutting-edge tech so…
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Season C - Ep. 9: Chris Golec, Co-Founder of Demandbase & Channel99, on Account-Based Marketing and Building Businesses
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37:24Chris discusses account-based marketing and shares stories about building Supplybase, Demandbase, and Channel99. BIO Christopher Golec is a seasoned entrepreneur with a record of fostering innovation and leading successful start-ups. Golec’s journey spans from his early days as a chemical engineer to becoming a key figure in the world of MarTech, w…
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Season C - Ep. 8: Gary Greenfield, Serial CEO, on Turning Around Software Companies
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37:34Gary shares his experience turning around distressed software companies. BIO Gary has over thirty years of technology experience and has served in various senior executive capacities across the industry. He was most recently the CEO of Sectigo where he helped to turn the company around. Over his career, Gary had run six companies and served no more…
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Season C - Ep. 7: Andrew Davies, CMO of Paddle, on Marketing, PLG, Payments, and other
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36:57Andrew discusses all things Marketing. BIO Andrew Davies is the CMO of Paddle, a payments infrastructure platform for high-growth SaaS companies serving over 3000 customers. He has more than 20 years of experience in start-ups ranging from leading global demand, advisory and consultancy. TIMESTAMPS 01:55 The role of CMO 03:30 What’s Paddle? 08:05 P…
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Season C - Ep. 6: Nick Mehta, CEO of Gainsight, on Creating a New Product Category + Past, Present, and Future of Customer Success
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37:04Nick discusses early days of Gainsight and how they were able to build a new product category - Customer Success - that since has become inseparable from SaaS. BIO Nick Mehta has been Chief Executive Officer of Gainsight, a leading customer success SaaS platform provider since February 2013. Prior to Gainsight, he served as Chief Executive Officer …
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Season C - Ep. 5: Rob Belcher, Managing Director at SaaS Capital, on Non-dilutive Debt for SaaS Companies
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33:56Rob discusses the benefits and typical terms of Venture debt. BIO Rob is the managing director SaaS Capital, a financial institute that offers debt-based growth financing as alternative, non-dilutive capital for SaaS companies. Prior to SaaS Capital Rob held senior executive roles at Lighter Capital, an alternative lender to small technology compan…
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Season C - Ep. 4: Tracy Eiler, CMO at OpenSesame, on Changes in SaaS Marketing
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51:46Tracy discusses changes in marketing over the past several years and the first things she did after joining OpenSesame as CMO. BIO Tracy Eiler has driven marketing strategy for companies with a variety of revenue models including freemium, high velocity/small business, mid-market, enterprise, and OEM. She has start-up, public company, and M&A exper…
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Season C - Ep. 3: Pablo Dominguez, Operating Partner at Insight Partners, on What a Unicorn Knows
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35:08Pablo discusses the role of operating partners, sales orgs, and his book What a Unicorn Knows. BIO Pablo Dominguez focuses on partnering with Insight’ Partners' portfolio companies to build and scale effective commercial teams through the application of proven and repeatable go-to-market and operational best practices. He brings over 20 years of ex…
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Season C - Ep. 2: Craig Powell, CEO of Autura, on Growing a Company from $7M to $150M in Revenue
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41:05Craig discusses the stages SaaS companies go through on their way to $150M in revenue. BIO Craig Powell serves as the CEO of Autura, the leading SaaS solution focused on vehicle management, traffic flow, and law enforcement productivity. He is the former CEO of Motus, a PE-backed SaaS company focused on mobile workforce solutions. At Motus, Craig d…
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Season C - Ep. 1: Matt Lynch, Founder and Managing Director of DCP and Sundance Partners, on SaaS M&A
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40:10Matt discusses M&A the environment, SaaS valuation and its drivers, and what buyers and sellers of software companies need to know. BIO Matt Lynch is a Managing Director of District Capital Partners and Sundance Partners. Prior to founding DCP, Matt led Corporate Development at Blackboard, where he managed the successful completion and integration …
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Optimize Your CPA Firm with Taxaroo: The Ultimate Management Software
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1:27Unlock the full potential of your CPA firm with Taxaroo, the premier management software designed specifically for accounting professionals. Say goodbye to tedious paperwork, data entry errors, and time-consuming processes. Taxaroo streamlines every aspect of your practice, from client management to tax preparation, so you can focus on what truly m…
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Future of Payroll outsourcing: Payroll trends in 2023
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7:13
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7:13Payroll management has come a long way from manually calculating salaries and keeping records to an automated process that is streamlined, efficient and accurate. As technology continues to evolve, the future of payroll outsourcing looks promising with new trends emerging to enhance the process further. In 2023, we can expect to see more businesses…
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Employing an outside company to handle all payroll-related duties is known as outsourcing payroll services in a business. The main reasons for using payroll management services are to cut costs and free up time when handling payroll-related financial operations. Employing a third party to handle payroll operations frees up a company from having to …
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What are you getting paid? CA ANZ Renumeration Report 2022
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41:15Welcome to Episode 9 of Reality Cheque Its finally here, the annual CA ANZ Remuneration Report is out and you can find it here: For those who aren't across this report, it is pulled together from data obtained via a voluntary survey completed by CA’s in Australian and New Zealand. Before we go further, a big thank you to episode sponsor Aider for s…
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The GBU of Accounting Events | Sexual Harassment At Work
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35:49Welcome to Episode 8 of Reality Cheque. This episode is brought to you by Access Offshoring. Are you struggling to manage capacity in your firm? Missing client demands? Finding it hard to hire the right talent? Speak to the team at Access Offshoring about how you can improve your profit, qualify of life and look like a rockstar with your clients. E…
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The great resignation. Fact or fake? | Tackling imposter syndrome
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41:05Welcome to episode 7 of Reality Cheque. This episode is supported by Aider: Helping you to scale advisory services across your entire practice. Find out more about Aider's innovative platform here. Show Notes from Episode 7 Attracting and retaining talent - controlling what we can control AccountantsDaily Strategy Day Believe or not - the Great Res…
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CAANZ in the news again | Director ID's are painful | Global Bookkeeping Week
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34:35Welcome to Episode 6 of Reality Cheque. A huge thanks to Content Snare for supporting this episode. Use Content Snare: The easy, stress-free way to gather content and documents CAANZ steps up and delivers some impactful guidance for accountants with struggling construction clients. Help your clients with the right tech to combat labour shortages an…
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RU OK? It's tough out there! | EY expects profit from a de-merger? | New segment called #NoShitSherlock
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39:13Welcome to Episode 5 of Reality Cheque with Shaye & Becc. Are you coping ok? It's not easy out there. R U OK? Shaye and Becc dive deep into some hard-hitting topics. We all thought things were going to get better after COVID but it hasn't ended. If anything it's gotten harder. Mental health is important and we ask that if you're doing it tough out …
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Season B - Ep. 10: Dave Salvant, Co-Founder and President of Squire Technologies, on taking advantage of challenging times
18:19
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18:19Dave discusses Squire’s product, the history of the company, how Squire successfully navigated through the early days of COVID, and the role institutional and celebrity angel investors play in the Company. BIO Dave Salvant is a Co-Founder and President of Squire Technologies, a provider of an all-in-one barbershop management platform. Prior to Suir…
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When to choose family over work? | Conference's are back! | eInvoicing collaboration is needed right now!
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37:55
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37:55Welcome to Season 1 - Episode 4 of Reality Cheque Thanks to our Access Offshoring for their support of Reality Cheque. Access are ‘The Offshore Accounting Recruitment Specialists’, if you're interested in learning more about hiring high quality accountants overseas, learn more here. 1.00 Nothing today is pure WOG or BOG, somewhere in the middle 1.2…
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Empathy is your SUPERPOWER | Clients who do their own payroll? FFS! | Construction industry needs our help
38:25
38:25
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38:25Reality Cheque: Season 1 - Episode 3 Thanks to Content Snare for supporting this episode. Find out more Content Snare here. Show Notes Shaye has FOMO, Becc rubs it in with all her travel plans. 4.04 Women in Finance awards https://www.womeninfinanceawards.com.au/ Last year’s esteemed winner ofc The Excellence Award - Miriam Holme (Radelaide represe…
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Season B - Ep. 9: Barb Hyman, Founder and CEO of Sapia, on Hiring using AI
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39:41
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39:41Barb discussed Sapia’s unique product, the role of artificial intelligence in unbiased hiring, the Sapia data set based on a billion words and 2 million candidate profiles, the initial dataset that Sapia utilized, its first client, go-to-market strategy, and many other things. BIO Barb Hyman is the Founder and CEO of Australia-based Sapia. Prior to…
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Controversy with CPA USA | Stop giving client discounts | ASIC boot a bad actor|
26:39
26:39
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26:39It was a tough week. Grumpy clients, difficult ATO…. Thanks to Weel for supporting this week's episode. Spend management, streamlined. Becc - Worst on ground Becc’s worst on ground is Shaye. Offer clients fee discounts - hell no! How can we incentivise clients to send their tax work in at times of the year that are not super busy in the firm? Becc …
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Season B - Ep. 8: Sean St. Germain, Managing Director at Alvarez & Marsal, on financial diligence of SaaS companies
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39:17
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39:17Sean discussed the financial diligence process of SaaS companies, common mistakes in ARR, Gross Profit, and EBITDA calculations, the effects capitalized software and capitalized commissions have on cash EBITDA, and many other things. BIO Sean St. Germain is a Managing Director at Alvarez & Marsal. He focuses on transactions in the software and tech…
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Season B - Ep. 7: Francois Laborie, President at Cognite North America, on bringing a European SaaS to the US market
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25:51Francois shared his experience of bringing the Norway-based Cognite to the US market, discussed the most significant challenges he has faced along the way, and compared corporate cultures in the US and Europe. BIO Dr. Francois Laborie is the President of Cognite North America, overseeing Cognite’s expansion and operations in the US, Canada, and Lat…
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Season B - Ep. 6: Diamond Innabi, Vice President at Software Equity Group, on SaaS Valuation and M&A
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20:30Diamond discussed SaaS valuation and how multiples have changed over the past several years, the main drivers of multiples, and M&A market trends. BIO Diamond Innabi is a Vice President at Software Equity Group, a boutique investment bank focused on B2B software companies. Over her nearly a decade career at SEG, she was instrumental in numerous M&A…
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How did year end reviews go for your team? Did you anticipate the asks from the team? What does that mean for this coming year’s profitability? Because accountants are standing up and asking to be valued! How much do accounting firms really stand in their own way when it comes to the path to awesome? A lot, is the answer. How much pain do we really…
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Season B - Ep. 5: Marion Lewis, Co-Founder & CEO of Govenda, on serial entrepreneurship, and building a SaaS company
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23:57Marion shared her experience of being a serial entrepreneur, the challenges of raising funds, as well as founding and growing Govenda. We discussed the company’s product, customer base, go-to-market strategy, and everything in between. BIO Marion Lewis is a serial entrepreneur and the Founder and CEO of Govenda, a board management platform that ena…
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Season B - Ep. 4: Miguel Fernandez, Co-Founder & CEO at Capchase, on alternative financing for SaaS companies
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20:44Miguel discusses the story of Capchase, typical profile of SaaS clients, terms of financing they provide, and how investors and lenders view such financing. BIO Miguel Fernandez is a Co-Founder & CEO of Capchase, an alternative finance provider that enables SaaS companies to access their future contract payments upfront. Prior to launching Capchase…
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Season B - Ep. 3: Scott Salkin, SVP & GM at Gainsight Essentials, on Customer Success in SMBs
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20:49Scott discusses the rise of Customer Success, Gainsight Essentials, its GTM strategy, and the most common mistakes by SMBs when it comes to CS. BIO Scott Salkin is SVP & GM, Gainsight Essentials at Gainsight. He is a seasoned entrepreneur, CEO, and senior B2B sales and marketing executive. Prior to joining Gainsight, Scott was the founder and CEO o…
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Season B - Ep. 2: Mark Strauch, Founding Partner at Alpine Investors, on building a SaaS holding company
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35:52Mark discusses Alpine Investors and Alpine Software Group, a unique holding company they have built by acquiring SaaS companies within several verticals. He also shared Alpine's take on talent, the profile of companies the firm invests in, and SaaS 2.0. BIO Mark Strauch is a founding partner at Alpine Investors and Chairman of Alpine SG, the firm's…
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Season B - Ep. 1: Geoffrey Moore, Author and Partner at Wildcat Venture Partners, on Crossing the Chasm – 30 Years Later
21:20
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21:20Geoffrey Moore, the author of numerous marketing books (including the all-time classic – Crossing the Chasm), discusses how COVID affected the Chasm and how SaaS companies should apply the blueprint to SMB and Enterprise target markets. He also speaks about Geoffrey’s newest book, Zone to Win, written for later-stage technology companies. BIO Geoff…
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EP 3 I NEW IRS Tax Rule for S-Corp Form 7203 - 2021 Tax Return
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3:49Are you a stockholder from an S-Crop? Well, you don’t want to miss this episode as you are required to file a new tax form effective tax year 2022 on your 2021 tax returns. Visit our website at bellecapitalmanagement.com or Yasminebelle.comBy Yasmine Belle
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Intro: The ModernCFO Podcast - with Yasmine Belle
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1:03We have a new Podcast out - called The MODERN CFO Podcast and My mission on this channel, is to bring financial information that will help grow your business and hopefully trigger a few questions to make better business decisions. Please join me on The modern CFO Podcast l, as we peel the layers on topics such as accounting, bookkeeping, finance, h…
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EP1: Tax News: Reg 3rd Party Cash Apps that will affect your Taxes!
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5:35New Tax News: If you are using a 3rd party payment app - you might be getting a tax form from uncle sam! PayPal, Venmo, and other Cash apps - We all have been using them to transfer money to a friend, pay for cleaning services, dog walking, babysitting, purchase of goods or services... well, the new rule is out, and this is what I have for you!…
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Season A - Ep. 18: Bruno Aziza, Head of Data & Analytics at Google Cloud on the past, present, and future of Data Analytics
21:48
21:48
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21:48Bruno discusses the evolution of the Data Analytics space, its current trends, and shares his view on what lies ahead. BIO Bruno Aziza is a recognized authority on Business Intelligence and Information Management. He is a Data & Analytics industry veteran with more than two decades of experience in leading technology companies of various sizes - fr…
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Season A - Ep. 17: Jan Arendtsz, Founder & CEO of Celigo on Integration Platform-as-a-Service (iPaaS)
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34:34Jan shares the story of Celigo, discusses iPaaS, speaks on the Company’s Org structure and functions, and how he manages the fast-growing company with an exceptional retention profile. BIO Jan is a veteran of the software industry with more than 25 years of experience in sales, marketing, product development, and customer success. He founded Celigo…
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Season A - Ep. 16: Vlad Besprozvany, Founder of Nexa Equity on Investing in Lower-Middle Market SaaS
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40:04Vlad discusses lower-middle market SaaS space, competition in the field, Nexa's deal sourcing, due diligence process, deal structures, and exit strategies. He shares a case study about Nexa's acquisition of AutoReturn, whose software connects law enforcement and towing companies. BIO Vlad Besprozvany is a Founder and Managing Partner of Nexa Equity…
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Season A - Ep. 15: Erinn Tarpey, CMO at Visual Lease on SaaS Marketing
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35:20Erinn Tarpey is a CMO at Visual Lease, a software provider that helps companies stay compliant with lease accounting standards. In this episode, Erinn discussed her role as a marketer, the structure of her team, how she measures the effectiveness of different marketing functions, her take on NPS, and many other things. She also shared a case study …
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Season A - Ep. 14: Shelley Perry, Managing Director at Scalelogix Ventures on Investor vs Operator mindset
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33:15Shelley Perry is an investor, board director, and advisor that specializes in the uniqueness of the SaaS ScaleUp Stage. In this interview we discussed ScaleUps, compared the mindset of investors and operators, and touched on the European SaaS space. BIO Shelley Perry is a Managing Director at Scalelogix Ventures. Over her career in SaaS she was an …
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Season A - Ep. 13: Michael Lyon, Founder & MD at Vista Point Advisors on Selling your SaaS company
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32:11Michael Lyon, is a Founder and Managing Director of Vista Point Advisors, an investment bank exclusively focused on Software and internet. In this episode, he discussed main drivers of SaaS valuation and how revenue models may influence it, Private Equity funds that are active in the space, what founders need to fix prior to selling SaaS companies,…
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Season A - Ep. 12: Faisal Masud, CEO at Fabric on Rebuilding E-Commerce
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32:44Faisal Masud, is a CEO of Fabric, a cloud-native e-commerce platform for middle market and enterprise clients. Faisal discusses the history of Fabric, what’s behind the company's incredible growth, and what they plan to do with $150M capital they raised in less than a year. You would also be interested to hear his take on ebay, Amazon, UPS, and tod…
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Season A - Ep. 11: Patrick Campbell, Founder & CEO at ProfitWell on Pricing Strategies for SaaS
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25:50Patrick Campbell, Founder and CEO of ProfitWell, discussed pricing strategies for SaaS companies. We covered wide variety of topics, from selecting a right price for your software to breaking news to your clients about increasing their price 2x. BIO Patrick is a Founder & CEO of ProfitWell, the software for helping subscription companies with their…
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Season A - Ep. 10: Tom Meister, Co-Founder at NepFin on Revenue-Based Financing
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38:47Tom Meister, Co-Founder, COO, and General Counsel at NepFin, discusses Revenue-Based Financing for SaaS (and eCommerce companies), typical terms of such financing, profiles of the companies that should consider it as an option, and many other things. BIO As COO and General Counsel, Tom manages NepFin's legal affairs and oversees its business operat…
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