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17 Reasons Your Company Is Not Investment Grade & What To Do About It

This week, on our podcast, we interviewed author Zane Tarence about his CEPA book, "17 Reasons Your Company Is Not Investment Grade & What To Do About It"! Check out the synopsis below, and keep scrolling to find out where to buy it!



"Is your company investment grade? That's the question every business owner, investor and employee should be asking before sinking any time, energy or cash into an organization. In 17 Reasons Your Company Is Not Investment Grade & What To Do About It, Zane Tarence, investment banker and serial entrepreneur describes the 17 interrelated characteristics that make a company investment worthy. Investment grade companies are private companies that: 1) generate predictable cash flow, 2) deliver tangible value to all stakeholders, 3) attract top talent, 4) can support add-on acquisitions and 5) give their owners freedom. Whether owners plan to raise funds, self-fund, recapitalize, purchase or roll up additional companies, sell, or stay in their companies forever, creating an investment-grade company is critical. In 17 Reasons, Tarence provides specific, actionable recommendations that owners of companies in any industry can implement immediately. Zane Tarence has spent over 25 years creating, investing in, advising and selling technology-based businesses. He is a speaker, author, and partner and managing director of Founders Advisors, LLC, a Birmingham-based investment banking firm."




Zane Tarence 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.

Tarence brings a unique perspective to his investment banking practice. Before joining Founders, he 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, Tarence 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, Tarence is a popular public speaker. He has conducted over 50 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.

Tarence is a native of Montgomery, Alabama and a graduate of Auburn University (where he earned an undergraduate degree in business administration) and Southern Christian University (where he earned a master’s degree in organizational management). He holds Series 79, 63 and 24 securities licenses.

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