Most businesses are not fully ready at the point the founder decides to sell, and that is completely normal. Readiness is less about size and more about the quality of your financial records, the clarity of your metrics, and the degree to which the business can operate without you personally. Our free valuation and diagnostic tells you exactly where you stand and what would need to change before you go to market.

Valuation depends on a range of factors including your revenue, growth rate, churn, customer concentration, margins, and how your business compares to recent comparable transactions. SaaS and MSP businesses are typically valued on a multiple of ARR or EBITDA, but the multiple you achieve depends heavily on the quality of your underlying metrics. Our free diagnostic gives you a preliminary valuation range within 48 hours.

Less time than most people expect, because of how we work. Our team has extensive buy-side experience, which means we know exactly what buyers need to see and how to present it. If a seller provides their information quickly and the business is already in reasonable shape, we can go to market in as little as one to two months. That is significantly faster than the industry standard of four months or more just to prepare. From going to market to close, a well-prepared business typically completes in a further two to four months. If acquisition readiness work is needed first, that adds time, but even then our process moves faster because we know precisely what to build and why.

Buyers look for clean, reliable financials with a clear revenue story. They focus heavily on net revenue retention, churn definitions, customer concentration, and whether the business can operate without its founder. They also look for consistent monthly reporting, well-defined metrics, and a data room that does not create more questions than it answers. Every issue a buyer has to resolve themselves gives them a reason to lower the price.

You share your last 12 months of financials. Within 48 hours we deliver a preliminary valuation range, an assessment of what is working financially, a list of what a buyer would flag in diligence, and a realistic view of what a cleanup roadmap looks like. We then schedule a 30 to 45 minute call to walk through the findings. There is no commitment to proceed and no cost at this stage.

Confidentiality is taken seriously at every stage. We do not share any information about your business with potential buyers until you have approved the process. All buyers sign an NDA before receiving any materials about your business. We control the flow of information throughout.

Acquisition readiness is the process of getting your business to the standard that serious acquirers expect to see. It covers books cleanup, monthly reporting discipline, KPI framework, cash flow management, and data room preparation. Not every business needs a full readiness engagement. Our diagnostic will tell you how much work is required and how long it would realistically take.

For sellers, our primary fee is a success fee payable upon completion of the transaction. If you engage us for acquisition readiness work before going to market, we charge a monthly retainer for that service. For finance business partnering services for businesses not looking to sell, we operate on a retainer basis. We will be transparent about the full fee structure before any engagement begins.

A strategic buyer acquires your business because it complements or extends what they already do. They may pay a premium when the fit is strong because they can generate value through integration. A financial buyer, typically a PE firm or individual investor, acquires businesses based on projected returns. They tend to be more rigorous on the numbers but can offer structures like partial sales that give you flexibility. Our network of 10,000+ buyers includes both types and we match you based on what matters most to you.

You do not need to be exit-ready to work with us. Our finance business partnering service is available to founders who want better financial visibility, are considering a capital raise, or simply want to get their house in order regardless of whether a sale is planned. When and if you decide to sell, you will already be well ahead of where most founders start.