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.
Institutional Readiness Best Practices
Read, listen and watch institutional readiness best practices for founders and leaders of growing technology companies. Join SaaS co-founders and operators for guidance on sales, marketing, customer success, culture, and institutional readiness. And be sure to use the SaaS Institutional Readiness Report Card to assess your organization and get instant, personalized recommendations.
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, […]
Transcript: SaaS revenue recognition is critical to your valuation, how you manage and how you finance your business. Hi, I’m Justin Talerico with Married2Growth and this is how I look at rev rec and deferred revenue. Investors and buyers will discount your valuation by either your deferred revenue balance or, if you’re lucky, the COGS […]
Everything about an exit starts with well matched bankers. But, after that, deal-matched attorneys follow right behind. Here is how we chose ours.
This post is about managing an exit process and the information that swirls around it—before, during and after the fact.
I’ve had thousands of introductory calls with potential investors, bankers and buyers. Here’s the anatomy of my side of those calls.
After our acquisition, one of my transitional responsibilities was to recruit my replacement. This is the story of replacing myself.
First of all, we probably (umm definitely) engaged our investment bankers a bit late. But here’s how that process went down and how we made our decision.