All the planning, research, and activities that go into preparing for a successful liquidity event.
There’s no one-size-fits-all path to a successful SaaS exit. Some companies grow through investment. Others find the perfect strategic partner. The most successful deals are about strategy, timing, and alignment.…
In some corners of the business world, “ready, fire, aim” is all the rage. It’s rooted in the belief that it’s better to move forward quickly and correct course later.…
A software CEO recently told us: "I’ve had more inbound interest in the past six months than in the past six years." They’re not alone. Private equity firms and strategic…
When the time comes to explore strategic options – whether that’s selling, securing investment or divesting a business unit – every leader’s goal is to maximize valuation, not just price,…
M&A isn’t as simple as signing a deal and cashing in. Without the right strategy, SaaS leaders may leave millions of dollars on the table because they may not have…
A term sheet is often used in the early stages of negotiating a venture capital investment or M&A transaction. It can serve as an initial expression of interest or a…
Choosing the correct corporate structure is vital for software executives who want to optimize tax efficiency and prepare for potential M&A exits. The decision between forming a C Corp, S…
You are at the helm of a dynamic business as a software CEO. As a result, you need the right tools to make strategic decisions with clarity and confidence, and…
As a software or SaaS founder, you are likely aware that merging with or being acquired by another company could offer an attractive exit opportunity for you, your shareholders, and…
Due diligence is the pivotal checkpoint in an M&A process, during which you share vital information about your business with potential buyers/investors. Our approach to this point in the process…