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M&A Preparation & Process

All the planning, research, and activities that go into preparing for a successful liquidity event.

Due Diligence checklist

M&A PREPARATION & PROCESS

SaaS M&A Due Diligence Checklist: Prepare 6 Areas of Your Business for a Successful Exit
June 25, 2025

The best way to prepare for due diligence in a SaaS M&A transaction is to do most of the legwork before it starts. SEG has helped software companies successfully go through due…

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M&A PREPARATION & PROCESS

The Right Time to Enter Exclusivity (Hint: It’s Later Than You Think)
June 11, 2025

It can be exciting when a potential buyer submits a Letter of Intent and asks for exclusivity in an M&A deal. That means they’re serious, right? Buyers often push for…

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5 software leaders share their M&A Stories

M&A PREPARATION & PROCESS

SaaS M&A Deals: Success Stories
May 21, 2025

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.…

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Why Hire Advisor

M&A PREPARATION & PROCESS

7 Reasons to Hire an M&A Advisor When Selling a Software Company
May 13, 2025

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.…

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Why Hire an M&A Advisor

M&A PREPARATION & PROCESS

Why High-Growth Software Companies Trust SEG to Lead Their M&A
April 23, 2025

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…

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M&A PREPARATION & PROCESS

Don’t Leave Money on the Table: How to Get the Highest Offer for Your SaaS Business
April 2, 2025

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,…

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the M&A process when selling a company

M&A PREPARATION & PROCESS

Behind the Scenes of Your SaaS M&A Process: How a Strong Foundation Helps You Exceed Your Goals
February 26, 2025

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…

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M&A PREPARATION & PROCESS

What is a Term Sheet? Term Sheet Template and Negotiation for SaaS Businesses
September 24, 2024

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…

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M&A PREPARATION & PROCESS

C Corp vs. S Corp vs. LLC: Essential Information for Software Executives
September 17, 2024

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…

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M&A PREPARATION & PROCESS

Quality of Earnings (QoE) for B2B Software Companies: A CEO’s Guide
July 2, 2024

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…

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