Vice President of Vista Point Advisors is Miles Lacey. Miles was an analyst at Advanced Equities, an investment bank that specialized in private placements of start-up technology businesses, until he joined Vista Point Advisors. Prior to this, Miles was employed by United Capital Financial Advisers, a wealth management business that provides services to businesses and high net worth individuals. A member of the National Economics Honor Society and a graduate of Saint Mary’s College in California, Miles has a B.A. in Economics.
You pioneered the industry and built your business to where it is today. However, the moment has come to sell your company, and you don’t want to go it alone. The information provided here will demystify the M&A process using our analysis and the first-hand experiences of our clients.
This is the “founder’s dilemma,” as we refer to it internally, and it is one of the most challenging to resolve. Our objective is to educate entrepreneurs and offer industry insights to aid in decision-making. For founders, deciding when to take on an M&A is frequently a very personal choice. We all want to market ourselves strongly both now and in the future, regardless of the timing.