M&A Deal Financing. Here's what we discuss:

• SBA Loans
• Debt Financing - good and bad
• Seller Notes
• Cash
• Equity
• Earn Outs
• What's the right size deal?
• Buyer and Seller Transparency

Listen to Shoot the Moon on Apple Podcasts or Spotify.

Buy, sell, or grow your tech-enabled services firm with Revenue Rocket. 

In episode 112 of The Shoot The Moon Podcast, we are lucky to have Chelsey Nord with us to discuss Strategy and culture in the IT Services Industry, and specifically, why it matters. Listen further to dive into: 

• Cultural Definitions in a screening call
• Cultural Alignment & M&A
• Losing Culture in the depths of M&A

Listen to Shoot the Moon on Apple Podcasts or Spotify.

Buy, sell, or grow your tech-enabled services firm with Revenue Rocket. 

Meet our Director of Strategy, Chelsey Nord! Chelsey joined Revenue Rocket as a passionate, and strategic professional with experience in management consulting and advanced data analytics. She is devoted to helping teams determine how to win, and build the necessary culture and climate to execute their strategy. Chelsey specializes in building relationships, creating strategy development, and leveraging advanced analytics to drive business results. 

Here's what we're diving into in this episode:

• What is culture and why it matters?
• Strategies in Customer Relationships
• Culture & IT Services Companies
• Changing Culture within your organization

Organizational culture has a significant impact on employee success, retention, and performance. 

Digging into growth potential and where an IT Services company could be as it relates to employee growth.

What it means to have the right processes and people in place in your tech company.

Listen to Shoot the Moon on Apple Podcasts or Spotify.

Buy, sell, or grow your tech-enabled services firm with Revenue Rocket. 

We often use the term ideal prospect profile (IPP), which is something as a buyer or seller matters a great deal. Before outreach to a potential seller, decide what attributes are the most important to you when looking at an ideal company to buy. If you are in a position to sell your business, think about the ideal buyer and what the ideal attributes are. Having your idea prospect profile ahead of time and then managing outreach is critically important.

Here's what we're covering in this episode of Shoot the Moon:

• M&A Readiness in the context of an ideal prospect profile
• The big 3 for Fit: Cultural, Financial, and Strategic
• What is an Ideal Prospect Profile (IPP) and what to consider
• How important is geography?
• Looking at size and where it fits
• Financial Conditions
• Management intention
• What we consider "Bonus Fits"
• Making sure you're in the right category
• Defining this without guidance - who is going to help you reach out to these prospects?

Listen to Shoot the Moon on Apple Podcasts or Spotify.

Buy, sell, or grow your tech-enabled services firm with Revenue Rocket. 

Listen to Shoot the Moon on Apple Podcasts or Spotify.

Buy, sell, or grow your tech-enabled services firm with Revenue Rocket. 

Listen to Shoot the Moon on Apple Podcasts or Spotify.

Buy, sell, or grow your tech-enabled services firm with Revenue Rocket. 

Welcome to Buy-Side 101! We're doing an overview of buy-side M&A in this episode because it's come up a lot lately with our clients, prospects, partners and more. Here's what we're talking about:

• Buy Side programs are the fastest path to growth
• Have the right team and processes in place
• Criteria for Buying a Business (Why are Cultural, Strategic, and Financial fit important)
• Why a Buy-Side M&A Advisor is important
• What other advisors do you need to bring to the table to get a deal done (Legal Advisor, Accounting Advisor...)
• Timelines & Expectations (Origination, Due Diligence...)

Listen to Shoot the Moon on Apple Podcasts or Spotify.

Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.