Blog
The Letter of Intent (LOI)
When selling your SaaS business, the Letter of Intent (LOI) is one of the most important documents you'll encounter. Think of the LOI as a clear roadmap—it outlines the key points of...
You Signed an NDA—What Now?
If you've recently signed a Non-Disclosure Agreement (NDA) with us, congratulations! It means you've caught our attention, and after an initial high-level discussion, we see something...
Avoid These 10 Pitfalls When Selling Your SaaS Company
If you're thinking about selling your SaaS business, you might feel you're stepping onto unfamiliar terrain. After all, while you're probably selling your first or perhaps second...
Getting Professional Help During the M&A Process
When you're considering selling your mid-market education software company, one of the critical decisions you'll face is which professionals, if any, to involve in the transaction....
Types of Acquirers of Software Companies
Types of Acquirers of Software Companies The decision to sell your enterprise software company is one of the most impactful business moves you’ll make as a founder, CEO, or owner. But...
What is your Software Business Worth?
There’s an old saying: “Value is in the eye of the beholder.” When it comes to selling your SaaS business, this couldn’t be truer. Different buyers will come up with different...
Why SaaS Owners Sell
Why SaaS Owners Sell As an owner of a SaaS company, deciding to sell your business isn’t a decision you take lightly—it’s about more than just finances. It’s about legacy, your next...
Is Your Sales Team Effectively Covering Your SaaS Market?
A Structured Approach for B2B SaaS Operators Selling enterprise software successfully in the upmarket segment differs greatly depending on ticket size. For deals typically exceeding...
What Matters Most to Sellers of SaaS Companies
What Matters Most to Sellers of SaaS Companies Selling a software company is often seen as a numbers game—you think the most important thing is the price, but as the big day...
A Man For All Markets
The incredible true story of the card-counting mathematics professor who taught the world how to beat the dealer and, as the first of the great quantitative investors, ushered in a...
Introduction to Closing the Books Financial Accounting
This approach prevents errors in financial statements due to timing mismatches. This means cash transactions happen before or after the accounting period they belong to. This...








