Exit Process

The exit process is the roadmap that takes a business owner from the first conversation to a successful closing. In this section, you’ll find clear explanations of each stage in a professional and competitive M&A process. These stages include preparing your financials, setting realistic valuation expectations, going to market, qualifying buyers, reviewing offers, negotiating terms, and completing due diligence.

Each article shows what to expect and how to avoid common mistakes. You’ll also learn why a disciplined approach often leads to stronger offers and cleaner deal terms. For software, SaaS, and service company owners, a great exit is rarely about luck. Instead, it comes from structure, preparation, and reaching the right group of motivated and qualified buyers.

Use these resources to see how an organized exit plan reduces stress and prevents surprises. With the right process, you can move through the sale on your timeline and achieve a transition that meets your goals.


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Optimizing Your SaaS Financial Stack Before an Exit: GAAP, Cash Flow, and Forecasting

Strong SaaS metrics, such as ARR and NRR, are critical when preparing to sell, but buyers look well beyond topline numbers. They expect a financial foundation that is accurate, transparent, and easy to evaluate. A well-organized financial stack can significantly shorten due diligence and add meaningful dollars to your valuation. Here’s how to ensure your […]

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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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Business owner completing due diligence checklist before selling

What’s Involved in a Technical Due Diligence Process?

When preparing to sell a SaaS business, founders often prioritize financials and customer metrics, and rightfully so. Just as critical to a successful and timely sale, though, is the technical due diligence process. This comprehensive audit offers prospective buyers a detailed view into your technology stack, infrastructure, product development lifecycle, security posture, and more. Failing

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Selling a SaaS company with legacy code and technical debt considerations

How to Sell Legacy-Code SaaS for a Premium, Even With Technical Debt

Somewhere in every founder’s mind lurks the fear that a sprawling, 10-year-old codebase will drag valuation to the floor. How? By reframing technical debt from price-killer to value-creation blueprint. If you own a software company generating $2 million–$20 million in annual revenue and are starting to consider an exit, this playbook shows how to: Anticipate

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selling a saas business

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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