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 […]
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 […]
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 […]
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.
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.