Many SaaS companies go through due diligence in a less-than-ideal state. That’s a lot less stressful when you know what that means. A while back I wrote about what to expect in SaaS due diligence and provided an interactive institutional readiness report card to help you prepare, but today I want to address the consequences […]
Finding and integrating the right revenue recognition system can be complex, and often frustrating, but it’s not something an SaaS can afford to get wrong. Investing in accurate, integrated solutions is a must for avoid a revenue recognition wreck.
A Founder’s Guide to Maximizing SaaS Liquidity Value There’s a lot of content out there. And, quite frankly, there’s a lot right here in Married2Growth. To ease the task of wandering through that labyrinth we thought we’d provide concise, visual roadmaps that summarize popular topics and make our content more useful to you. The Path to […]
I’ve written several articles over the last few months on institutional readiness. One focused on SaaS due diligence preparedness. Another on the value of process and documentation. And yet another on the strategic and organizational implications of preparing a SaaS to be acquired in the future. Back in April, I wrote about the perils of revenue recognition, […]
If you’re expecting to give birth to a deal in SaaS, you’re expecting due diligence. And if you haven’t been through it before, SaaS due diligence may be more burdensome than you might think. Then again, maybe it will be less onerous than you’re expecting. I seriously doubt the latter, but anything is possible. Your […]
Justin recently shared his perspective on selecting an investment banker. He was on the front lines of finding and working with, our investment bankers at our last company. By proximity, I was often around during his conversations or meetings with the various bankers he was considering. I wanted to share some of the things I […]
Transcript: Preparing to be acquired starts years before being acquired. If you want to get bought rather than sold, there are four early steps to take. Hi, I’m Justin Talerico with Married2Growth and I get asked about M&A preparation all the time. Let’s say you’re a few years out from being ready to get bought. […]
I began preparing to be acquired a full five years prior to being acquired. We were in the highly competitive enterprise martech SaaS (software-as-a-service) space and needed to: differentiate ourselves strategically; align ourselves with the right partners through integrations; audit ourselves for accuracy and accountability; and evolve ourselves with scalable systems and processes. Long before […]
Documentation and process are the keys to proving performance, maintaining deal momentum and mitigating risk. Claims made in a book or business plan become the basis of valuation, conditional bank approval or terms.
Transcript: Customer churn sucks but doesn’t have to suck the life out of your SaaS business. Hi, I’m Justin Talerico with Married2Growth and this is my perspective on my number one indicator of SaaS capital efficiency—customer churn. Unlike revenue churn, customer churn is binary. They’re either a customer or they’re not. And when they’re not, […]