A Business Broker Focused on SaaS & Service Companies

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.

A well-written Confidential Information Memorandum (CIM) is
crucial in attracting desirable buyers, especially those who are time-constrained. A poorly
written CIM can quickly lose their interest. Our CIMs are created to highlight the key aspects
that drive your company, ensuring that potential buyers can quickly grasp the value and
potential of your business. Our strategy is to give buyers everything they need to get excited
and submit an offer but hold back just enough information to create a meaningful dialogue.

Our marketing outreach is designed to reach the 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.