Where to start
Preparing for a sale →Start with the information, decisions and preparation that will matter when buyers begin their review.Understanding the process →See the stages of a sale, the decisions you control and what we handle on your behalf.Evaluating an offer →Look beyond headline price to cash at closing, contingent payments and certainty of completion.
The four phases of a sale
01PreparationThe financial picture, the valuation range, and the teaser and CIM.02MarketingApproaching the buyers you approve and collecting first-round proposals.03DiligenceManagement meetings, the data room and final proposals, ending with a letter of intent.04ClosingConfirmatory diligence, the purchase agreement, consents and the close.
Explore the guide
How we work together
Who does what, the decisions that are yours, and how we keep you informed.
Your portal and the data room
What each page of your portal is for, and how the data room works.
Glossary and FAQ
Deal terms in plain language, and answers to the questions owners ask most often.
Preparing for diligence
What buyers will ask for, area by area, and how to get it ready.
How buyers value software
What still drives value, and what AI has changed.
From price to proceeds
How a headline price becomes the cash you receive, with a worked example.
Software metrics
How buyers rebuild ARR, retention and margins from your data, and where the figures go wrong.
The AI defensibility diagnostic
Eight questions buyers now ask, with what strong and weak answers look like.
Worked examples
Normalized EBITDA, the working capital target, an earn-out and two competing offers, in numbers.
Questions about your own sale?
This guide is general. For anything specific to your company, contact your deal lead.