Sell Your SaaS Company Through a Structured Process - Not Luck.

For founder-led SaaS companies with $2-10M ARR. Quiet, competitive processes that attract serious buyers, protect leverage, and maximize cash at close.

Who I Work With – and When It Makes Sense to Talk

This is a fit if:

You run a SaaS business with $2–10 million in annual recurring revenue
You are founder-led or lightly institutional
You are seriously considering a sale in the next 12–24 months
You want to understand buyer interest and timing before committing
You care about buyer quality, deal certainty, and cash at close
You want a quiet, controlled process that doesn’t disrupt operations

This is not a fit if:

Your company is pre-revenue or early-stage
You are selling “IP,” a brand, or future potential
You are looking for an exploratory valuation or curiosity call
You are not yet thinking seriously about a sale timeline
You want to “see what’s possible” rather than make real decisions
You are pre-ARR or believe future growth alone justifies a sale today

Most founders I work with are first-time sellers running profitable SaaS companies that outgrew the early startup phase and now face institutional buyers for the first time.

Founder Reality

Most founders I speak with aren’t sure they want to sell yet. They’re balancing growth, fatigue, market timing, and responsibility to their team.

A good process starts with clarity – not pressure.

What Founders Often Get Wrong About Selling

Talking to a few buyers instead of creating competition
Confusing early interest with real offers
Optimizing for the valuation headline instead of the deal terms
Letting the process momentum fade during diligence

A structured process fixes these issues before they quietly erode deal value.

How My Process is Different

I run a multi-buyer process
All buyers are pre-screened
I manage leverage intentionally
Terms matter as much as price

Why Founders Hire Me

I typically work with a small number of founders at one time.

I run a process designed to create leverage – not dependence on a single buyer.

Multiple qualified buyers engaged simultaneously
Clear timelines, deadlines, and accountability
Offers compared on structure, certainty, and cash at close – not just headline valuation

This is not a listing service. It’s a managed sale process.

Founders hire me when they want:

Serious buyers instead of endless meetings
Clean communication without noise
Momentum through diligence and closing

Software Native Execution

I focus on software and tech-enabled service businesses. Deals are evaluated using the metrics institutional buyers actually care about:

ARR quality, retention dynamics, revenue concentration, growth efficiency, customer durability and operational risk.

This allows realistic positioning and stronger negotiations – because we speak the same language as the buyers.

Process Discipline

Buyer qualification before access to sensitive information
Competitive process design to maintain leverage
LOIs with defined expectations and timelines
Active management of diligence to avoid slow-roll behavior

If a buyer stops performing, alternatives are already engaged.

Proven Track Record

Proven Results – I focus on fewer engagements and run each one with full attention. The result is consistent buyer competition and strong deal certainty across processes.

How the Sale Process Works

Position the business for institutional buyers
Build a targeted buyer universe (strategic + PE + qualified operators)
Control information flow and buyer communication
Create competitive tension during LOI stage
Manage diligence to maintain speed and leverage
Drive toward clean closing terms with maximum cash at close

You stay focused on running the company while the process runs quietly in the background. You stay in control of decisions. I control the process.

How This Fits With Your Existing Advisors

Most founders already work with an accountant and, in some cases, a general business attorney. I routinely work with existing advisors when they have relevant transaction experience.

Selling a software company introduces a different set of decisions around process, leverage, timing, and deal structure – many of which occur before tax and legal documents are finalized.

My role is to design and manage the sale process and coordinate the right expertise at each stage. That may include your current accountant and attorney, or M&A-experienced professionals who specialize in these transactions.

The choice is always yours. My responsibility is to ensure the deal is executed by people who understand how software company sales actually work, so early decisions don’t limit outcomes later.

What Happens After You Reach Out

Step 1 – Initial Conversation (20-30 minutes)

We discuss:

Where your company sits today in the market
Buyer types that are most likely to engage
Timing considerations and preparation gaps
Whether a sale process makes sense now or later

No valuation pitch. No pressure to move forward.

Step 2 – Fit Assessment

If there’s a strong fit, I’ll outline:

Likely buyer categories
Expected process design
Timing and preparation priorities

If it’s not the right timing, I’ll tell you directly.

Step 3 – Decision Point

You decide whether to:

Move forward with a structured process, or
Wait until the timing is stronger

Selected Closed Transactions

Core focus is software and tech-enabled services. I selectively represent other founder-led businesses with strong earnings and transferable operations.

Orange Enterprises

AgTech SaaS

Acquired by a private equity buyer and being transitioned to institutional ownership.

FarApp

eCommerce Integration SaaS

Strategic acquisition by a global software acquirer.

CommerceV3

eCommerce SaaS Platform

Acquired by a technology-focused investment group.

Series A Company

Workforce SaaS

Cross-border acquisition involving venture investors and debt stakeholders.

Additional founder-led transactions were completed across SaaS, tech-enabled services, and professional service businesses.

Industry Recognition and Affiliations

As a member of the International Business Brokers Association (IBBA) and the California Association of Business Brokers (CABB), committed to the industry’s highest ethics and professionalism.

Meet David

Software Industry Experience

Before becoming an advisor, I built and sold my own company and worked inside large software organizations including Oracle, Siebel, and SUSE Linux.
I’ve seen acquisitions from both sides of the table – strategic buyers, financial buyers, and founder exits. That perspective shapes how I structure processes today.

My Business Exit

I’ve sold my own company, so I understand what founders worry about during a sale — unqualified buyers, confidentiality risks, and processes that drag on without real progress.

That experience shapes how I run every engagement. I run a structured, competitive process designed to attract serious buyers, maintain leverage, and keep momentum toward a clear outcome.

My goal is simple: a clean close on market-standard terms, with strong cash at close and as little complexity as possible.

Ideal Sell-Side Client Profile

For sell-side engagements, I look for clients with the following:
Software and SaaS companies: $2-$10 million in ARR.
Other businesses: $300k-$3 million in EBITDA.