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Get behind-the-scenes access to the minds shaping the world of Private Equity, hear captivating stories about transactions and investments, and learn about the innovative approaches leading investors, operators, advisors and bankers employ to drive sustainable growth and create enterprise value. https://www.howtosaas.com/pevaluecreation
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How To SaaS

Shiv Narayanan

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Have you ever wondered about what other SaaS companies are doing to grow their business? What channels are they experimenting with? Where are they finding traction? Welcome to How To SaaS — the go-to podcast for growing your cloud software company. Hosted by growth strategist Shiv Narayanan, Founder of How To SaaS and the CMO of Wild Apricot — the #1 membership software for small associations and nonprofits. Each week will bring you interviews with founders, CEOs and growth leaders who have ...
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All Tom does is think about and start B2B businesses. This podcast is his excuse to talk about it.* *With awesome B2B entrepreneurs like David Heinemeier Hansson (37signals), Guillaume Moubeche (lemlist), Chris Walker (Refine Labs), Andrew Gazdecki (Acquire.com), Adam Robinson (Retention.com), Peep Laja (CXL), Gil Allouche (Metadata), Jonathan Dane (KlientBoost), Eric Siu (Single Grain), Arvid Kahl (FeedbackPanda), Carrie Rose (Rise at Seven) and many more.
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The Agency Profit Podcast

Parakeeto, Marcel Petitpas

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Welcome to the Agency Profit Podcast hosted by Marcel Petitpas, CEO and Co-Founder of Parakeeto. Finally, an agency podcast that isn't JUST about getting more clients. On the show, we bring in experts, agency owners and consultants to share their actionable tips for improving profitability and operational efficiency. Here, you'll learn what systems to implement in your business, what kind of KPI's to track, and benchmarks to aim for. How to manage things like capacity, utilization, billing r ...
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Independence by Design™ is a podcast for growth-oriented business owner-operators looking for a proven framework to break free from the day-to-day grind and design a business that generates sustainable cash flow and builds equity value, giving them the freedom to do more of what they love. Hosted by Ryan Tansom, who turned around and sold his family business in an eight-figure deal, the show and the Independence by Design™ Framework draw from over a decade of hard-earned lessons. With over 4 ...
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In this episode of Independence by Design™, I sit down with Shiv Narayanan, founder of How to SaaS, to uncover the core strategies behind scaling a business through strategic marketing and revenue predictability. Shiv’s deep experience in the private equity space and his work with founder-led companies offers actionable insights for owners looking …
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Rob Moore on LinkedIn Rob Moore on X (formerly Twitter) Rob Moore on Facebook Rob Moore on Instagram Rob Moore’s Website Disruptors Rob Moore on X (formerly Twitter) Progressive Property on LinkedIn Progressive Property on X (formerly Twitter) Progressive Property on Facebook Progressive Property on Instagram Progressive Property on TikTok Disrupto…
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In this episode of Independence by Design™, I sit down with Gary Kusin—an entrepreneur who built some of the most recognizable brands in the world, including GameStop and Kinko’s. Gary's incredible journey, from starting Babbage’s (which became GameStop) to leading Kinko’s to a billion-dollar sale to FedEx, is packed with lessons on scaling busines…
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Points of Interest 00:44 – 01:55 – Evolution of Duct Tape Marketing: John explains how he developed a structured marketing system that focuses on strategy before tactics, addressing the unique challenges of smaller businesses. 02:43 – 03:09 – Growth of the Duct Tape Marketing Ecosystem: John talks about the expansion of his framework, which has now…
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Shiv interviews Tim Strickland, Advisory Partner at Summit Partners. In this episode, Tim draws on his experience as CRO of Zoom Info and in leadership roles at large martech companies to discuss what it takes to build and grow multi-hundred and billion-dollar go-to-market organizations. Learn what metrics are important to track to keep everyone al…
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Shiv interviews Brian Neider, Partner at Lead Edge Capital. In this episode, Shiv and Brian discuss best practices for building boards and what board members can do to add value to portfolio companies. Learn how to guide a business as a board member once you’ve invested in a company, what the changes to the financial markets mean for PE firms, and …
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Tom Hunt on LinkedIn Tom Hunt on X Link to Tom Hunt's 70k Likes LinkedIn Post Link to Tom Hunt's 300k Likes LinkedIn Post Copywriting Resources: Matt Barker’s Business Page on LinkedIn Luke Matthew’s AI WRITING made EASY on LinkedIn Lara Acosta’s Literally Academy on LinkedIn Confessions of a B2B Entrepreneur is handcrafted by our friends over at: …
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In this episode of Independence by Design™, I sit down with pricing expert Casey Brown, founder of Boost Pricing, to dig deep into one of the biggest pain points for business owners: pricing. Casey breaks down the psychological barriers that often keep us stuck—mainly fear—and shows how we can shift from defensive pricing to a confident, value-driv…
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Points of Interest 00:01 – 00:44 – Marcel’s Introduction: Marcel Petitpas welcomes listeners to the Agency Profit Podcast and introduces Jason Swenk, a returning guest and friend of the show, known for his agency expertise and role as the founder of Agency Mastery 360. 00:44 – 01:33 – Jason’s Background: Jason Swenk shares his journey of starting h…
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Shiv interviews Jeff Standridge, Managing Director at Innovation Junkie. In this episode, Jeff shares his framework for a strategic growth plan and how his firm conducts an introductory diagnostic based on seven domains. Jeff discusses some of the best practices within those domains and the questions you can use to determine how senior leadership v…
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In this special Quarterly Economic and M&A Update, I’ve pulled together three powerful conversations to help you, the owner-operator, navigate the current economic landscape and make smarter decisions for your business. We’ll start with Brian Beaulieu from ITR Economics, who provides a detailed breakdown of inflation, interest rates, and how the ec…
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Shiv interviews Paul Swaney, Managing Director of Swaney Group Capital. In this episode, Shiv and Paul discuss how to create value when investing in industrial and manufacturing industries, and how that differs from B2B tech and software investments. Learn how Paul and his team increase capacity by looking at production lines, the impact of workpla…
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In this episode of Independence by Design™, I sit down with Tracy Bech, a seasoned entrepreneur who has successfully navigated running multiple companies with vastly different business models. From her first services-based business with high margins to her second venture, an inventory-based e-commerce company with a completely different cash flow m…
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Jack Frimston LinkedIn Jack Frimston X WHAM LinkedIn WHAM Website WHAM -A SALES COMMUNITY LinkedIn WHAM Community on SKOOL WHAM Linktree Confessions of a B2B Entrepreneur is handcrafted by our friends over at: fame.so Check out our five most downloaded episodes: How To Start A Movement with David Heinemeier Hansson of 37signals Chris Walker Rants O…
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Shiv interviews Peter Walker, Head of Insights for Carta. In this episode, Peter and Shiv discuss how PE-backed companies can use equity to attract, compete for, and retain employees, as well as to grow companies and increase continuity. Plus, learn how Carta’s first-party data helps PE firms, management companies, and founders learn from industry …
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Points of Interest 00:01 – 00:44 – Marcel’s Introduction: Marcel Petitpas welcomes listeners to the Agency Profit Podcast and introduces his guest, Ian Garlic, founder of Video Case Story and author of Video Testimonials That Land the Big Fish. 01:11 – 02:54 – Ian’s Background: Ian shares his journey, including nearly 20 years in marketing, startin…
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Shiv interviews David Bluth, Managing Director of GLC Advisors. Shiv and David discuss how the tech M&A market has changed since 2021, with deal volume dropping by 45% in 2023. Learn the top reasons David sees deals fall apart in the last few years, how founders should prepare themselves as the market starts to become more active, and why PE firms …
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In this episode of Independence by Design™, I sit down with Matt Bodnar to explore what it truly means to be an owner versus an operator. Matt’s journey—from being deeply entrenched in the day-to-day operations of his IT firm to becoming a strategic investor and capital allocator—perfectly illustrates the shift in mindset necessary to move from "do…
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Justin Rowe LinkedIn Impactable - B2B LinkedIn Ads Agency LinkedIn Impactable - LinkedIn-Ads Agency YouTube Impactable Website Check out our awesome sponsor Ahrefs Webmaster Tools Confessions of a B2B Entrepreneur is handcrafted by our friends over at: fame.so Check out our five most downloaded episodes: How To Start A Movement with David Heinemeie…
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Shiv interviews Omair Sarwar, Founder & CEO of Gearbox Capital. In this episode, Omair and Shiv discuss how to vet founder-led companies to ensure they share the same values, how to build deep relationships with those founders, and the benefits of focusing on bootstrapped companies. Plus, learn how Gearbox uses offshoring to enhance their investmen…
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Shiv speaks with Kate Hawkes, VP of Marketing at How To SaaS. Shiv and Kate talk about the challenges businesses face when they don’t have C-level marketers on their team, and how CEOs and investors can support marketers to advance to this level. Learn what being a C-level marketer entails, how this approach impacts growth strategy, how to improve …
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Shiv Narayan’s LinkedIn How To SaaS on LinkedIn How To SaaS Website Shiv’s new book: Post Acquisition Marketing (How to create enterprise value in the first 100 days) Shiv’s another book: Exit-Ready Marketing (The 9-step Framework to Maximize Your Valuation) Shiv's 120 signatured drawings: SaaS Marketing Simplified Shiv’s C-Level Marketing Training…
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In this episode of Independence by Design™, I sit down with Ken Sanginario, a top turnaround and valuation expert and creator of the Value Opportunity Profile, to dive deep into the fundamental drivers behind business valuations. We explore how the multiple in a business valuation is directly tied to the sustainability, predictability, and transfer…
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Points of Interest 00:49 – 01:52 – Shiv's Background: Shiv shares his journey from building and selling a company to now running How To SaaS, where he works with private equity investors and software companies on marketing strategies. 01:53 – 02:51 – Marketing for Private Equity: Shiv explains his company’s focus on providing marketing due diligenc…
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Shiv interviews Alex Western, Managing Director of Terminus Capital Partners. Shiv and Alex talk about how TCP’s Vision Prism offers a more focused strategy, targeted positioning, builds better products, and provides a lot of enterprise value. Learn how focusing on the right mission can help investors, founders, and CEOs use this framework to build…
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Unmuted's Website Max van den Ingh's LinkedIn Jonas van de Poel LinkedIn Paolo Campagnoli LinkedIn House of Demand Podcast Check out our awesome sponsor, Fame, they start and grow the world's most profitable B2B podcasts Confessions of a B2B Entrepreneur is handcrafted by our friends over at: fame.so Check out our five most downloaded episodes: How…
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In this episode of Independence by Design™, I sit down with Brandon Hall, an expert who has conducted over 1,500 business valuations across a wide range of industries. We dive deep into the importance of understanding and controlling the value of your business. Brandon shares his journey from a corporate accountant to a trusted advisor in the valua…
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Shiv interviews Mohammad Rasouli, CEO of AIx2, and Philipp Reineke, COO of AIx2. Learn how AI can be leveraged in the investment industry, from sourcing and vetting deals, to getting VDDs and CIMs ready, as well as optimizing and exiting investments. They discuss the social welfare impact of AI as more and more funds start to use the technology, ho…
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In this episode of Independence by Design™, I sit down with Mike Frommelt, the co-founder of Strategic Talent Partners and a seasoned expert in executive search and leadership development for privately held businesses. We dive into the critical role of talent assessment and leadership development in scaling a business beyond the founder’s personal …
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Mary Southern LinkedIn Mary Southern Website Mary Southern Calendly Resume Assassin presents Recruiting Insider Podcast Tom Hunt on LinkedIn Tom Hunt on X Fame Website Companies Mentioned: Ernst & Young Accenture Upwork Intercom Workday Zendesk Ramp Circle LeanData Signify People.ai Confessions of a B2B Entrepreneur is handcrafted by our friends ov…
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Points of Interest 00:01 – 00:48 – Introduction: Marcel Petitpas welcomes Taylor Welch, a seasoned sales and marketing expert, to discuss aligning sales incentives with client success, sharing insights from Taylor’s extensive experience. 00:48 – 01:20 – Background: Taylor Welch introduces himself, sharing his journey from a touring musician to buil…
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Shiv interviews Kevin Iudicello, Partner at Realization Capital Partners, on the data-driven strategies that enable the firm to create value in a crowded market. You’ll learn about the possibilities for investors in the secondary market, how the high valuations of 2020 continue to impact options for liquidity, and how companies with slower growth c…
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In this episode of Independence by Design™, Ryan Tansom is joined by Craig Rutledge, an expert in compensation strategy and the Partner at VisionLink. Craig offers valuable insights for growth-oriented business owner-operators looking to step back from daily operations and hire a CEO who can drive both cash flow and equity growth. He addresses the …
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In this episode of Independence by Design™, Ryan Tansom is joined by Eric Roman, a former dentist turned entrepreneur and business coach, who shares his powerful story of building and exiting a successful dental service organization (DSO) worth $40 million. Despite his company’s impressive valuation, Eric felt cash flow broke and balance sheet rich…
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In this episode of Independence by Design™, Ryan Tansom sits down with Roger Roundy, a tax mitigation strategist with a unique approach to helping business owners keep more of their hard-earned money. Roger explains the three phases of wealth—accumulation, preservation, and distribution—and how each phase requires different tax mitigation strategie…
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In this inaugural episode of the Independence by Design™ podcast, Ryan Tansom sits down with Joe Brown, founder of Heresy Financial, to dive deep into the intricacies of the economy and financial systems. Driven by personal experiences and a relentless curiosity, Joe explores the mainstream financial narratives and advocates for a deeper understand…
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In this first episode of the newly rebranded Independence by Design™ podcast, host Ryan Tansom introduces a groundbreaking ownership framework designed specifically for growth-oriented business owner-operators who seek true independence. Drawing from his personal experience of turning around and selling his family business, Ryan explains how tradit…
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Dave Kline LinkedIn Dave Kline X MGMT Accelerator LinkedIn MMGT Playbook Newsletter Limelight LinkedIn Limelight Website Invisible LinkedIn Invisible Website Invisible YouTube SkillScouter LinkedIn SkillScouter Website Bridgewater Associates LinkedIn Bridgewater Associates Website Ray Dalio LinkedIn Ray Dalio X Principles: Ray Dalio Books Website B…
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Shiv interviews Sunaina Sinha, Global Head, Private Capital Advisory at Raymond James. Shiv and Sunaina discuss how PE sponsors can look at overall capital formation for their funds and portcos in order to generate the highest ROI. Learn about what alternative liquidity options are available to LPs and GPs and when it makes sense to consider a cont…
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Ryan Hogan on LinkedIn Talent Harbor Website Talent Harbor on LinkedIn Tom Hunt on LinkedIn Tom Hunt on X Fame Website Confessions of an EOS Implementer Website Ryan x Tom on Confessions of an EOS Implementer: Episode 20 Confessions of a B2B Entrepreneur is handcrafted by our friends over at: fame.so Check out our five most downloaded episodes: How…
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Shiv interviews Richard Lichtenstein, Expert Partner and Chief Private Equity Data Officer at Bain & Company. Shiv and Richard discuss how PE firms and their portfolio companies can leverage generative AI to improve investment processes and create more enterprise value. Learn how other companies are using this technology to increase efficiency, del…
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Points of Interest 00:01 – 00:41 – Introduction: Marcel Petitpas welcomes Mark O'Donnell, the leader of EOS Worldwide, to discuss the Entrepreneurial Operating System (EOS) and its impact on businesses, focusing specifically on data and scorecards. 02:04 – 03:38 – What is EOS?: Mark O'Donnell provides an overview of EOS, explaining its core compone…
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Shiv interviews Dave Mangot, CEO of Mangoteque. Dave discusses how he helps PE firms navigate DevOps and technological processes in their portcos, and the approaches that help companies deliver better products and be more competitive in the marketplace. In this episode, you’ll learn how your product release schedule is critical to value creation an…
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Eric Melchor LinkedIn Innovators Can Laugh LinkedIn Innovators Can Laugh Website B2B PodPros - B2B Podcast Ads LinkedIn B2B PodPros - B2B Podcast Ads Website Tom Hunt LinkedIn Tom Hunt X (Formerly Twitter) Tom Hunt Website Fame LinkedIn Fame Website Dragons’ Den - Male leggings? Song recommendation: Deadbeat Gospel by Barry Can't Swim Relaxation To…
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Shiv interviews David Acharya, Managing Partner of Acharya Capital Partners. Learn about the differences between the traditional committed fund model of PE firms and the independent sponsor model. David shares his proven process for using acquisitions to grow portcos and generate greater ROI for investors, how to vet those mergers, and an extensive…
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Tony Jamous LinkedIn Tony Jamous X Oyster HR Website Oyster HR LinkedIn Oyster HR X Vonage SMS API (formerly Nexmo) Website Nexmo LinkedIn Nexmo X Check out our awesome sponsor, Fame, they start and grow the world's most profitable B2B podcasts Confessions of a B2B Entrepreneur is handcrafted by our friends over at: fame.so Check out our five most …
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Points of Interest 00:01 – 00:36 – Introduction: Marcel Petitpas welcomes David Tobin, a mergers and acquisitions expert, to discuss strategies for successful business exits. 01:09 – 02:52 – David’s Background: David shares his journey from starting his first business in college to founding TobinLeff, focusing on his niche in financial services and…
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Shiv interviews Matthew J. Safaii, Founder & Managing Partner of Arrowroot Capital. Shiv and Matthew discuss the alignment-focused strategy that helps Arrowroot separate themselves from a crowded market, including how they deliver positive outcomes for previous investors and a founder-friendly approach to acquisitions. Founders will learn how to av…
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Jesse Pujji LinkedIn Jesse Pujji Twitter Andrew Warner LinkedIn Andrew Warner Twitter Tinuiti x Ampush website Gateway X website Growth Assistant website Bootstrapped Giants podcast and newsletter Check out our awesome sponsor, Fame, they start and grow the world's most profitable B2B podcasts Confessions of a B2B Entrepreneur is handcrafted by our…
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Shiv interviews Edgar Baum, Founder & CEO of Avasta. Learn how sizing the market for B2B companies and PE investors is critical to properly creating sales projections. Edgar shares his thoughts on what is flawed with the TAM, SAM, and SOM approach and why you should incorporate the WAM approach as well. Plus, hear how to start thinking about your t…
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