Insights for Advisors

Business owners naturally want to grow. More customers, more revenue and a larger market presence usually signal that a company is moving in the right direction. But how fast can a business realistically grow? The answer is rarely determined by demand alone. At any point in time, one part of the business usually becomes the […]

Earnouts are often introduced in transactions to bridge valuation gaps. When buyers and sellers see future performance differently, an earnout can create flexibility. A portion of the purchase price is paid at closing, and an additional portion is tied to measurable performance targets after the transaction closes. This structure allows both parties to move forward

In the $3–20M SaaS market, valuation tension rarely comes from bad math. More often, it comes from a shift in context. I’ve seen situations where a founder receives a thoughtful, well-supported valuation for planning or tax purposes.  Months later, when they begin exploring a sale, the live offers don’t match that earlier number.  That moment