Due Diligence Assistance

The average legal fee for due diligence for unorganized businesses is around $50,000. However, these costs can vary widely depending on the specific services needed. Due diligence assistance provides 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.

An Exhaustive Inventory Of Assets & Liabilities

This meticulous service is important to help validate the company’s operational and financial health to potential buyers. It encompasses an exhaustive inventory of technology assets, licenses, invoices, and future cost projections, ensuring that every aspect of the company’s tech infrastructure is accounted for and properly documented.

Studies show that due diligence is a key success factor in mergers and acquisitions (M&A). More than half of M&A transactions fail to achieve the desired goals, highlighting the importance of this step.

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.

Navigating The Intricacies Of The Due Diligence Process

Our enterprise SaaS sales approach to due diligence assistance revolves around deploying a team of seasoned technical experts who specialize in navigating the intricacies of the due diligence process.

  1. Organize Documents: Our SaaS M&A team works closely with our clients to gather, review, and organize all necessary documentation, including software licenses and invoices, contracts, and detailed descriptions of each technology component.
  2. Documented Technological Assets: We emphasize precision and thoroughness in ensuring that our clients’ technological assets are fully documented and accurately represented in the due diligence package.
  3. Provide Comprehensive Support: Our SaaS management services also offer comprehensive support in understanding each technological element’s role within your infrastructure and its relevance to your business operations.

Our aim is to compile a due diligence package that will withstand the scrutiny of the due diligence process, thereby facilitating a smoother, more efficient path to exit.

business people assessing documents

A Strategic Partnership

JHMG’s SaaS M&A due diligence assistance service is designed to support SaaS businesses through the complex and critical technical due diligence preparation phase.

Our expert-driven approach significantly reduces SaaS businesses’ legal and administrative burdens during the exit phase, ultimately saving time and financial resources while enhancing the business’s appeal to potential buyers.

We stand as a strategic partner in navigating the challenges of due diligence, ensuring that businesses are positioned for success in their exit endeavors. By leveraging our deep technical expertise and meticulous approach, we ensure that every aspect of a company’s technology infrastructure is accurately documented and presented, enabling a smoother and more favorable exit process.

Due Diligence Assistance Deliverables

These deliverables are accurately and efficiently tailored to a B2B SaaS company’s technical and financial standing. They facilitate potential buyers’ informed decision-making and contribute to the success of M&A transactions.

Due Diligence Package Preparation

This comprehensive compilation of all necessary documentation, including software licenses, invoices, contracts, and third-party tool usage, is the core document that potential buyers or investors review during the due diligence.

Technology Asset Inventory

This detailed inventory of the company’s technology stack includes a list of all subsystems, third-party systems, and tools utilized within the organization. It is crucial for demonstrating the business’s technological capabilities and infrastructure.

Financial Documentation of Technology Assets

We create an organized record of all financial aspects related to the technology stack, including past invoices, future cost projections, and any unpaid licenses. This documentation clarifies the financial implications of the company’s technology.

Legal and Compliance Documentation

We will compile all legal documents related to the technology assets, including contracts, license agreements, and compliance certifications. This ensures that all legal aspects of the technology infrastructure are transparent and well-documented.

Technical Infrastructure Overview

This describes how each technology component integrates into the company’s broader technical infrastructure. This overview aids in understanding the operational significance of each technology asset.

Consultation and Support

Throughout the process, JHMG provides consultation and support, assisting with the identification, organization, and presentation of all required materials. This includes guidance on addressing potential queries from the buying company or investors during the due diligence review.

Our Services