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charset=utf-8 Mime-Version: 1.0 View image: (https://media.beehiiv.com/cdn-cgi/image/fit=3Dscale-down,forma= t=3Dauto,onerror=3Dredirect,quality=3D80/uploads/asset/file/df691be0-1427-4= f0b-94ed-c0b9ba5ccefe/dashboard2.png?t=3D1722361793) Follow image link: (https://docs.google.com/spreadsheets/d/1IZ_3_5IC53NtMao= n3HiIajNLhkDFmkZunmpciMN93UY/copy) Caption:=20 Today we have a new [SaaS Exit Readiness Dashboard](https://docs.google.com= /spreadsheets/d/1IZ_3_5IC53NtMaon3HiIajNLhkDFmkZunmpciMN93UY/copy) from our= friends at M&A advisor [Aventis Advisors](https://aventis-advisors.com/) t= hat you can use to quickly assess how ready your company is for an exit. Ju= st **make a copy** of it and fill it out for your firm.=C2=A0 When we sold my company iContact, a public company CEO we were recruiting e= nded up saying no to the job offer, but decided to buy our firm for $169M i= nstead. We received a signed LOI within a week and the deal closed within 60 days, = as the firm wanted to announce it with their next quarterly earnings report= . Had we not already had audited financials, a strong data room, our metric= s prepared from a prior =E2=80=9Calmost-exit=E2=80=9D to Salesforce for $10= 0M, we wouldn=E2=80=99t have gotten the transaction done in time. We were ready in advance =E2=80=93 and it made the deal successful. So **what do you need to do to prepare your firm to be ready for a sale**? Get the SaaS Exit Readiness Dashboard =F0=9F=93=88 (https://docs.google.com= /spreadsheets/d/1IZ_3_5IC53NtMaon3HiIajNLhkDFmkZunmpciMN93UY/copy) Apply to Join the SaasRise Community =F0=9F=94=A5 (https://www.saasrise.com= ) To help you prepare for a sale in advance of a fateful reachout or intentio= nally-run process, [Aventis](https://aventis-advisors.com/) has created [th= is very useful SaaS Exit dashboard](https://docs.google.com/spreadsheets/d/= 1IZ_3_5IC53NtMaon3HiIajNLhkDFmkZunmpciMN93UY/copy) to assess how well you a= re prepared for an exit: a 40-point exit readiness checklist.=C2=A0 View image: (https://media.beehiiv.com/cdn-cgi/image/fit=3Dscale-down,forma= t=3Dauto,onerror=3Dredirect,quality=3D80/uploads/asset/file/177cceee-650e-4= 72e-8eea-2b4fe119a5d2/Screenshot_2024-07-30_at_12.59.05_PM.png?t=3D17223623= 57) Follow image link: (https://docs.google.com/spreadsheets/d/1IZ_3_5IC53NtMao= n3HiIajNLhkDFmkZunmpciMN93UY/copy) Caption: The SaaS Exit Readiness Dashboard All you need to do is answer a few straightforward yes-or-no questions abou= t different aspects of your business: Financial Processes, Product and tech= nology, Sales and marketing, Customer Success, Operations and HR, Legal and= compliance, and Exit Prep. There are definitely many more factors to consi= der than simply your revenue growth rate and EBITDA level.=20 At the end, you will receive an overall **Exit Readiness Score**, which wil= l help you determine how prepared your business is for an exit and provide = an estimate of how much time you will need to improve. Using the checklist,= you can also identify areas for improvement and take action to prepare. You can [access the Google Sheet Dashboard here](https://docs.google.com/sp= readsheets/d/1IZ_3_5IC53NtMaon3HiIajNLhkDFmkZunmpciMN93UY/copy).=20 The right exit prep can also make the difference between needing to use a d= eal marketplace (like Acquire.com or Flippa) =E2=80=93 or whether you can g= et picked up by an experienced M&A advisor who can help you manage the deal= process and optimize the terms and sale price. You can read more about thi= s in our free [SaaS M&A Report 2024](https://saasrise.beehiiv.com/p/saas-m-= and-a-report-2004).=C2=A0 ## **Join Our Community of SaaS CEOs & Founders** Thanks for reading. We hope this Exit Readiness Dashboard from [Aventis](ht= tps://aventis-advisors.com/) will be helpful to you. Please take a moment t= o learn more about [SaasRise](https://saasrise.com/), our community for **e= xperienced **SaaS CEOs and Founders. We welcome all CEOs and Founders with = $1M-$100M in ARR to join us. We hold five masterminds each week for our mem= bers and provide an in-depth library of SaaS growth, sales, fundraising, an= d exit resources. You can [apply here](https://www.saasrise.com/).=20 We are now up to 292 members representing $1.9 billion in ARR. View image: (https://media.beehiiv.com/cdn-cgi/image/fit=3Dscale-down,forma= t=3Dauto,onerror=3Dredirect,quality=3D80/uploads/asset/file/0728ace2-3dab-4= c34-912d-cb9f61435b5d/members.jpg?t=3D1722362102) Caption:=20 Apply to Join SaasRise Here (https://saasrise.com/) See you next week with more killer SaaS scaling content! If you like this t= ype of content, please apply to join [SaasRise](https://saasrise.com/) our = community for SaaS CEOs with $1M-$100M in ARR here. It=E2=80=99s a mastermi= nd community of growth-focused SaaS CEOs. Membership is $197 per month =E2= =80=93 but might just be the difference between your firm making it across = the chasm and getting to a successful nine figure outcome from a PE firm or= strategic acquirer.=20 > [Join us here.](http://The right exit prep can also make the difference b= etween needing to use a deal marketplace (like Acquire.com or Flippa) =E2= =80=93 or whether you can get picked up by an experienced M&A advisor who c= an help you manage the deal process and optimize the terms and sale price. = You can read more about this in our free SaaS M&A Report 2024.) =E2=80=94=E2=80=94=E2=80=94=E2=80=94=E2=80=94=E2=80=94=E2=80=94=E2=80=94=E2= =80=94=E2=80=94=E2=80=94=E2=80=94=E2=80=94=E2=80=94=E2=80=94=E2=80=94=E2=80= =94=E2=80=94=E2=80=94=E2=80=94=E2=80=94=E2=80=94=E2=80=94=E2=80=94=E2=80=94= =E2=80=94=E2=80=94 _We=E2=80=99ll see you next time with more killer SaaS growth and scaling c= ontent!_ =E2=80=94=E2=80=94=E2=80=94 You are reading a plain text version of this post. For the best experience,= copy and paste this link in your browser to view the post online: https://saasrise.beehiiv.com/p/saas-exit-readiness-dashboard --267c72730e3e93b23617ed53ac9f421ea88539674e916239df4e8f78cc43 Content-Transfer-Encoding: quoted-printable Content-Type: text/html; charset=utf-8 Mime-Version: 1.0 SaaS Exit Readiness Dashboard
A 40-point Exit Readiness Checklist for Software Firms  = 204; ‌ ‌ ‌ ‌ ‌ = ‌ ‌ ‌ ‌ ‌ ‌= 60;‌ ‌ ‌ ‌ ‌ ‌=  ‌ ‌ ‌ ‌ ‌ R= 04; ‌ ‌ ‌ ‌ ‌ &= #8204; ‌ ‌ ‌ ‌ ‌= 0;‌ ‌ ‌ ‌ ‌ ‌&= #160;‌ ‌ ‌ ‌ ‌ ̴= 4; ‌ ‌ ‌ ‌ ‌ &#= 8204; ‌ ‌ ‌ ‌ ‌ = ;‌ ‌ ‌ ‌ ‌ ‌&#= 160;‌ ‌ ‌ ‌ ‌ ‌= ; ‌ ‌ ‌ ‌ ‌ = 204; ‌ ‌ ‌ ‌ ‌ = ‌ ‌ ‌ ‌ ‌ ‌= 60;‌ ‌ ‌ ‌ ‌ ‌=  ‌ ‌ ‌ ‌ ‌ R= 04; ‌ ‌ ‌ ‌ ‌ &= #8204; ‌ ‌ ‌ ‌ ‌= 0;‌ ‌ ‌ ‌ ‌ ‌&= #160;‌ ‌ ‌ ‌ ‌ ̴= 4; ‌ ‌ ‌ ‌ ‌ &#= 8204; ‌ ‌ ‌ ‌ ‌ = ;‌ ‌ ‌ ‌ ‌ ‌&#= 160;‌ ‌ ‌ ‌ ‌ ‌= ; ‌ ‌ ‌ ‌ ‌ = 204; ‌ ‌ ‌ ‌ ‌ = ‌ ‌ ‌ ‌ ‌ ‌= 60;‌ ‌ ‌ ‌ ‌ ‌=  ‌ ‌ ‌ ‌ ‌ R= 04; ‌ ‌ ‌ ‌ ‌ &= #8204; ‌ ‌ ‌ ‌ ‌= 0;‌ ‌ ‌ ‌ ‌ ‌&= #160;‌ ‌ ‌ ‌ ‌ ̴= 4; ‌ ‌ ‌
=
<= /tr>

July 30, 2024   |   Read Online

SaaS Exit Readiness Dashboard

A 40-point Exit Readiness= Checklist for Software Firms

3D""
=3D""

Today we have a new S= aaS Exit Readiness Dashboard from our friends at M&A advisor Aventis Advisors that you can use to quick= ly assess how ready your company is for an exit. Just make a copy of= it and fill it out for your firm.=C2=A0

When we sold my company iContact, a public co= mpany CEO we were recruiting ended up saying no to the job offer, but decid= ed to buy our firm for $169M instead.

We received a signed LOI within a week and the d= eal closed within 60 days, as the firm wanted to announce it with their nex= t quarterly earnings report. Had we not already had audited financials, a s= trong data room, our metrics prepared from a prior =E2=80=9Calmost-exit=E2= =80=9D to Salesforce for $100M, we wouldn=E2=80=99t have gotten the transac= tion done in time.

We were ready in advance =E2=80=93 and it made the deal successful= .

So what do you need to do to prepare your firm to be ready for a= sale?

Get the SaaS Exit Readiness Das= hboard =F0=9F=93=88
Apply to Join the Saas= Rise Community =F0=9F=94=A5

To help you prepare for a sale in adva= nce of a fateful reachout or intentionally-run process, = Aventis has created th= is very useful SaaS Exit dashboard to assess how well you are pr= epared for an exit: a 40-point exit readiness checklist.=C2=A0

3D""

The SaaS Exit Readiness Dashbo= ard

All you need to do is answer a few straightforward yes-or-no= questions about different aspects of your business: Financial Processes, P= roduct and technology, Sales and marketing, Customer Success, Operations an= d HR, Legal and compliance, and Exit Prep. There are definitely many more f= actors to consider than simply your revenue growth rate and EBITDA level. <= /p>

At the end, = you will receive an overall Exit Readiness Score, which will help yo= u determine how prepared your business is for an exit and provide an estima= te of how much time you will need to improve. Using the checklist, you can = also identify areas for improvement and take action to prepare.

You can access the Google Sheet Dashboard here. <= /p>

The right ex= it prep can also make the difference between needing to use a deal marketpl= ace (like Acquire.com or Flippa) =E2=80=93 or whether you can get picked up= by an experienced M&A advisor who can help you manage the deal process and= optimize the terms and sale price. You can read more about this in our fre= e SaaS M&A Report 2024.=C2=A0

= Join Our Community of SaaS CEOs & Founders

Thanks for r= eading. We hope this Exit Readiness Dashboard from Aventis will be helpful to you. Please take a moment to lear= n more about SaasRise, our community for experienced SaaS CEOs and Founders. We welcome all CEOs and Founders with $1M-$100M in= ARR to join us. We hold five masterminds each week for our members and pro= vide an in-depth library of SaaS growth, sales, fundraising, and exit resou= rces. You can apply here.

We are now up to 292 me= mbers representing $1.9 billion in ARR.

3D""
Apply to Join SaasRise Here

See you next week with more killer= SaaS scaling content! If you like this type of content, please apply to jo= in

> Join us here.<= /p>

 

We=E2=80=99ll see you next time with more = killer SaaS growth and scaling content!

 

Update your email prefere= nces or unsubscribe h= ere

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