ThomsonReuters

SEPTEMBER 21, 2021

When we set out to recruit firms to join our Onvio Tax beta program last year, our goal was to ensure go-to-market readiness for Onvio Tax prior to our commercial launch. From onboarding and training to product readiness and commercial strategy, we wanted to make sure we got the product right for our customers. Running an immersive beta program is about more than validating our own preconceived notions about timelines and readiness.

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Beta Technology Marketability 52

M&A Leadership Council

SEPTEMBER 21, 2021

Kevin Roberts Senior Advisor, M&A Partners Kevin Roberts has over 25 years of experience growing middle-market sized businesses both as a principal investor and as a strategic advisor. Presently, Kevin is Managing Director of Fidelitas Capital Partners, a private equity sponsor focused on buyouts and growth-oriented equity recapitalizations of established lower middle-market sized companies.

Enterprise Value 40

Enterprise Value Equity Finance Marketability 40

ThomsonReuters

SEPTEMBER 21, 2021

For an inside look at what the Onvio beta program was all about, we sat down with Corey Greene, Customer Proposition Strategy Lead for Small-Mid Firms. We discussed the rationale behind the beta program and what learnings will be incorporated into the Onvio strategy going forward. Q: First, what was the purpose of the Onvio beta program? A: The Onvio beta program was created to ensure go-to-market readiness prior to the commercial launch of Onvio Tax.

Beta 52

Beta Start-ups Marketability Technology 52

Quantive

SEPTEMBER 21, 2021

Traditionally, experts suggest allowing five years for exit planning.

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Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.

Marketability