Exit

JHMG offers tailored services to prepare your business for a successful exit. Our expertise spans the exit process, from initial preparation to the final stages of transaction completion. We ensure your business is strategically positioned, presenting its maximum value to potential buyers or successors, and the transition is as smooth and profitable as possible.

Preparation For Sale

Due Diligence Assistance

CIM / Sales Deck Build

Preparation For Sale

Often, SaaS businesses encounter challenges during the sale process due to operational inefficiencies or the necessity of equity owners’ presence for the business’s daily operations. Therefore, addressing these issues makes the business more appealing to prospective buyers while getting a step ahead prior to due diligence.

Operational weakness can both decrease valuations and deter buyers all together. Getting your business properly prepared for an exit could make or save you millions of dollars.

Due Diligence Assistance

Due diligence assistance SaaS M&A services provide technical support for SaaS businesses preparing for acquisition or sale. It requires a comprehensive evaluation of the company’s technology stack, including every subsystem, third-party tool, and associated costs.

Given the complexity and breadth of information required, the SaaS M&A process can be daunting, particularly for businesses that lack organizational rigor or the technical expertise to compile the required documentation accurately.

This is where JHMG’s expertise can help by streamlining the due diligence process and mitigating the potential for oversight or errors that could jeopardize an exit opportunity.

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CIM / Sales Deck Build

The Confidential Information Memorandum (CIM) Sales Deck is a pivotal PowerPoint presentation meticulously crafted to encapsulate every aspect of a business. This SaaS operations management document plays a crucial role in facilitating the sale of businesses, especially within private equity.

Brokers or investment bankers typically draft a CIM sales deck build. The original versions of these presentations often lack aesthetic appeal and brand alignment, presenting a significant challenge in portraying the business attractively to potential investors or buyers.

Succession Planning

Succession planning is especially crucial for a SaaS business because when a senior developer or any pivotal figure with extensive tribal knowledge leaves the business, it can significantly disrupt operations.

These individuals hold invaluable information spanning the entirety of their tenure, which is often not documented elsewhere. Without a concrete succession plan, transferring their responsibilities, insights, and the nuances of their work to successors is challenging and can jeopardize the organization’s continuity and stability.

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Our Services