Exit Process

The exit process is the roadmap that takes a business owner from the first exploratory conversation to a successful closing. This section outlines each stage of a professional, competitive M&A process—from preparing financials and defining realistic valuation expectations, to going to market, qualifying buyers, managing offers, negotiating terms, and navigating due diligence.

These articles explain what to expect at every step, how to avoid common mistakes, and how a disciplined process consistently leads to stronger offers with cleaner terms. For owners of software, SaaS, and service companies, a well-run exit isn’t about luck—it’s about structure, preparation, and exposing your business to the right universe of motivated, qualified buyers.

Use these resources to understand how a thoughtful, organized exit plan reduces stress, prevents surprises, and helps you achieve a successful transition on your timeline and terms.


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Business owner reviewing risks of first inbound offer when selling a company

Don’t Trust the First Inbound Offer to Buy Your SaaS Business – It Can Cost You Millions

“I already have a buyer.” I hear this all the time from software founders. And I get it. It feels like the hard part is over. Someone approached you directly (a buyer with an inbound offer), said they were interested, and, maybe, even praised your product. You’re flattered, they’re asking smart questions, and you’re thinking, […]

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Software As A Service (SaaS)

Selling a SaaS Business

Selling a bootstrapped SaaS business is rarely how it is portrayed in the media. High-stakes negotiations, power moves, and stealing IP makes for great drama, but the actual transactions are much less exciting. Misunderstandings between the parties are common, especially in the middle stages of a transaction. A skilled broker helps the parties find common

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