If you're trying to find the absolute perfect deal (M&A), we know that 99.9% of the time it is not the reality. Being able to be flexible and adaptable in changing environments is crucial for success in business. Revenue Rocket has seen it all in our 23 year, and we'd love to talk with you about your organic and inorganic growth goals. Reach out for a no-obligation introduction call: [email protected]

Listen to Shoot the Moon on Apple Podcasts or Spotify.

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

Win your vertical market! Below are some points discussed in this episode:

• Challenges of being a generalist - how do you stand out?
• Picking a vertical market brings extreme clarity to your strategy
• Sales and marketing click into place by focusing on 1 market
• It’s critical to commit. Uptime changed their name to Uptime Legal to dedicate themselves to 1 market.
• Understanding Revenue Rocket's proven growth method: SVP

Listen to Shoot the Moon on Apple Podcasts or Spotify.

Listen to Shoot the Moon on Apple Podcasts or Spotify.

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

Informing your team of your decision to sell your firm

Layers of communication and timeline:

• Who starts with knowing and who comes into the loop before the rest of the company
• How do you position it
• Types of deal structures & how they effect your employees
• how you announce to the company

Listen to Shoot the Moon on Apple Podcasts or Spotify.

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

Project Deacon was an opportunity to acquire a growing, profitable cloud-hosting firm focused on the dental practice market with over 80% recurring revenue. They provide Cloud Desktop as a Service (DaaS), Managed Services, and IT Professional services - essentially a one stop technology shop of all the needs of growing dental services organizations. Revenue Rocket represented the firm as their sell-side M&A advisor.

Let's break down the sale:

• Running your business before a sale
• Profitability
• Positioning your Business in the market (SVP)
• Gather the right data
• Due Diligence
• Trust your advisors
• Happy Buyers & Sellers!

If you're considering an M&A process and don't know where to start (or do know!) Revenue Rocket would love to help. reach out to learn more about our sell-side consulting services: [email protected]

Listen to Shoot the Moon on Apple Podcasts or Spotify.

Listen to Shoot the Moon on Apple Podcasts or Spotify.

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

Understanding Structure as part of an M&A Transaction

We're diving into a lot of different structures and what they mean:

• Theres a big correlation between higher enterprise value and the structures you can have
• Earn outs need to focus on your company's growth goals with defined targets
• You have to earn out your earn out!
• Earn outs can lead to higher enterprise values
• Timing of payments should align with return on investments
• Seller notes: are they guaranteed payments? Should they be tied to performance?
• Equity is a strong tool and is the largest wealth creation tool within the other structures
• Cash is a great way to show that you believe in the business
• Creativity wins!
• Work with an advisor that understands EVERYTHING in your industry and market

Listen to Shoot the Moon on Apple Podcasts or Spotify.

Listen to Shoot the Moon on Apple Podcasts or Spotify.

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

As a business owner considering an exit:

• Make sure you can delegate the responsibilities to people running your company.
• Bring the right people into your team and consider compensating them for what the exit looks like to make sure they are bought into the sell
• At home: financially, friends & family, and important to replace a large chunk of your life that you will miss post-exit
• Who will be your sounding board? Advisor? Other CEO friends?

Listen to Shoot the Moon on Apple Podcasts or Spotify.

Listen to Shoot the Moon on Apple Podcasts or Spotify.

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

Goodwill on your balance sheet is a filler of the true valuation of the business. Goodwill is the value a company gets from its brand, customer base and reputation associated with its intellectual property.

We've been getting a lot of questions and talks of Goodwill with our clients and during transactions lately and hope this episode gives you some insight into why it matters during a merger or acquisition.

Listen to Shoot the Moon on Apple Podcasts or Spotify.

Listen to Shoot the Moon on Apple Podcasts or Spotify.

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

When picking a technology partner...

All relationships require investment and care in order to have them be fruitful and successful and no technology partner vendor is an exception. There are so many win-win scenarios when it comes to working with an OEM.

In the tech-enabled services market, service providers need to partner with leading providers of cloud, software, and hardware solutions to meet the needs of their customers.

In this podcast we will dig into what things an IT service provider should consider when establishing key partners with technology providers. For the sake of this podcast, we will call these providers original equipment manufactures – OEMs.

Here's what we highlight in this episode:

• products and services are huge when aligning
• Providing technical support
• Don't necessarily depend on leads but if you're aligned, things can come together
• If you're looking for commission dollars there is more money to be made on implementing
• Understanding that all channels have conflict but working with partners that understand conflict and can navigate together is important when having a relationship
• Invest in your relationship to get the most out of it

Listen to Shoot the Moon on Apple Podcasts or Spotify.

Listen to Shoot the Moon on Apple Podcasts or Spotify.

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