A California Business Broker Selling SaaS & Service Companies.
Maximize Your Sale Price with Our Expert, Consultative Brokerage: Organized, Structured, and 100% Success Rate for Profitable Businesses
Why Choose David Jacobs Business Broker?
Expertise in SaaS and Service Companies
As a dedicated SaaS business broker in the SF Bay Area, I have the specialized knowledge to help you navigate the complexities of selling your software or service business. My experience in the industry ensures that you receive accurate company valuations and strategic advice throughout the selling process.
Proven Track Record
With a 100% success rate for profitable business sales, I have helped numerous clients achieve their financial goals. My structured approach and relentless pursuit of excellence ensure that you receive multiple, above-market offers for your business.
Tailored Services for Buyers and Sellers
Whether you are looking to sell a profitable business or purchase a profitable lower middle market company, I offer tailored services to meet your unique needs. My buyer program connects you with ideal opportunities, ensuring a smooth and successful acquisition process.
Comprehensive Process from Start to Finish
From initial consultation and business valuation to strategic marketing and closing the transaction, I provide comprehensive services to ensure a seamless experience. My process includes:
- Initial Consultation: Understanding your goals and developing a tailored strategy.
- Business Valuation: Determining the fair market value of your business.
- Marketing and Outreach: Utilizing targeted marketing strategies to attract qualified buyers.
- Negotiation and Deal Structuring: Crafting favorable deal structures to maximize your after-tax proceeds.
- Closing the Transaction: Ensuring a smooth and successful sale process.
Client Success Stories
- FarApp, a SaaS eCommerce Integration Company, was successfully acquired by Oracle.
- CommerceV3, a SaaS eCommerce Shopping Cart, was successfully acquired by Basis Vectors.
- Eugene Therapy, a group mental health practice, was successfully acquired by Refresh Mental Health.
- JBA Law, a multi-state family law practice, was successfully acquired by Charlotte Christian Law.
- Numerous other companies have achieved premium valuations and favorable deal terms through my expert brokerage services.
Industry Recognition and Affiliations
As a member of the International Business Brokers Association (IBBA) and the California Association of Business Brokers (CABB), I adhere to the highest standards of professionalism and ethics in the industry. My dedication to excellence has earned me recognition and trust from clients and peers alike.
Optimizing Business Sales with Proven Strategies
Setting a market-based asking price is key to attracting the most qualified and motivated buyers. This approach ensures that we draw serious interest, leading to buyer competition that ultimately drives the final offer to a premium level.
Our marketing outreach is designed to reach multiple ideal buyers, increasing competition and maximizing your sale price. We focus on a select few industries nationwide, leveraging our deep understanding and database of contacts within these markets. This allows us to identify the most likely buyers, understand their priorities, and approach them effectively. We generate strong interest and competitive offers by contacting both strategic and financial buyers.
The final deal value is important, but what truly matters is the after-tax proceeds you take home and the amount of risk you take on post- closing. By collaborating with experienced attorneys and CPAs, we ensure your sale is structured to maximize these proceeds and minimize any ongoing risk. This gives you the best financial outcome and peace of mind from a well-structured transaction.
We advocate for all-cash transactions at closing to ensure you receive immediate financial security. While we are open to seller notes with appropriate security, we clearly communicate the risks associated with earnouts. These include the lack of control, the likelihood of not being paid, and the potential for disputes with the buyer.
The Sales Process
Determining a Fair Valuation
Unlock the true worth of your business to achieve maximum value. Our company valuation services are precise and reliable.
Planning & Preparation
Strategize and optimize as you navigate your business sale. We prepare you for every step of the process.
Locating Potential Buyers
Discovering the right match — connecting you with multiple qualified buyers, particularly those actively pursuing SaaS businesses for sale and service businesses for sale.
Maintaining Confidentiality
Ensuring discretion in your business sale. We handle all transactions with the utmost confidentiality.
Structuring the Sale
Crafting success by tailoring the perfect deal for your business. Our expertise in SaaS mergers and acquisitions guarantees favorable outcomes.
Closing the Transaction
Skillfully steer through complex sale processes to reach the finish line. We insure a smooth and successful transition.
Meet David Jacobs
Software Industry Experience
I spent over 15 years in various corporate development roles in Silicon Valley early in my career. During this time, I held numerous positions in large software companies like Oracle, Siebel Systems, and Suse Linux.
Entrepreneurial Experience
In my late-30s, I transitioned to entrepreneurship. I transformed a five-person commercial printing agency into a thirty-five-person industry leader. We did this through an internally developed software application, a great staff, and contractual relationships with over 40 commercial printers across the country.
My Business Exit
When I decided to sell my business, I encountered numerous challenges that made me realize the value of professional guidance: calls from unqualified buyers, safety and confidentiality issues, countless hours spent away from my company. In 2019, I became a full-time advisor to help other business owners avoid these pitfalls. Now, I help my clients secure higher offers, better terms, and faster closings, making their exit process much smoother and more successful.
Ideal Client Profile
For software companies and SaaS companies, our ideal client has $2-$10 million in license/subscription revenue. For other businesses, we look for those with between $500,000 and $3 million in Seller's Discretionary Earnings (SDE). This allows us to market the business to a much larger audience of potential buyers and achieve premium offers. For buy-side clients, I work with qualified buyers interested in purchasing software and service- related businesses across the USA. My buyers typically look for opportunities with an enterprise value between $3 million and $20 million. As a broker, I am responsive, straightforward, and reliable. I value these traits in my clients and dedicate significant effort to achieving success on their behalf.
Success Stories
Is Direct Sale, a Broker, or a Banker Best for Selling a Business?
Selling a business is one of the most significant decisions an owner will make. For lower middle market companies with
The Factors That Affect Company Valuation: What You Need to Know
What’s your company’s true value in today’s market? Unlocking this crucial insight can be the key to a successful sale
Why Cash at Closing is King in Business Valuations
Many owners focus on the overall valuation figure when selling a business, hoping for the highest possible exit. However, it’s
Industry Affiliations
Awards & Recognition
