Shoot the Moon with Revenue Rocket

How does profitability impact M&A? Where does your firm stand with end of year profit with Q4 approaching? One of the most important principles of your IT services firm should be profit and in this episode we're diving into why it so important. Listen to Shoot the Moon on Apple Podcasts or Spotify. Buy, sell, or grow your tech-enabled services firm with Revenue Rocket. 

We made it to 100 episodes! Thank you to all o ur listeners for your loyalty and feedback. Listen to our 100th episode as we dive into Working Capital and some of our favorite episodes we've put out for you. Listen to Shoot the Moon on Apple Podcasts or Spotify. Buy, sell, or grow your tech-enabled services firm with Revenue Rocket. 

Tune in as the Revenue Rocket team discuss what a seller should consider when evaluating a buyer! Listen to Shoot the Moon on Apple Podcasts or Spotify. Buy, sell, or grow your tech-enabled services firm with Revenue Rocket. 

Let's dive in to how the rising costs of money are impacting M&A and the challenges it poses to things like valuation. Where does debt vs equity play a role and how will these macro changes impact the volume of deals and the structures. Revenue Rocket's Director of Finance, CJ Strehl sits down with us to review the changes to the economy and impacts of the rising costs of money. Learn how we are n...

Search Funds: What are they and why do they matter to a seller? In this episode, we cover what happens when you encounter a search fund as a seller and what to expect. Listen to Shoot the Moon on Apple Podcasts or Spotify. Buy, sell, or grow your tech-enabled services firm with Revenue Rocket. 

Human capital: retaining talent before, during and after a combination. Listen in while the Revenue Rocket team discusses the do's and don'ts of employee retention. Listen to Shoot the Moon on Apple Podcasts or Spotify. Buy, sell, or grow your tech-enabled services firm with Revenue Rocket. 

Considering a sale? Listen to a few other recent episodes where the team discusses Seller Readiness: Selling In vs. Selling Out Balancing Multiple Offers as a Seller Sellers: Timeline Expectations for an M&A Deal Seller's Perspective: Due Diligence Listen to Shoot the Moon on  Apple Podcasts  or  Spotify . Buy , sell , or grow your tech-enabled services firm with Revenue Rocket.&nbs...

It is very common that new, undocumented liabilities appear post the closing of a transaction. Some due to timing and others due to issues with transparency within the selling organization. In this episode we will discuss the mechanism we put in place to account for these unplanned expenses. Some questions we answer: What is a true-up and some examples? What are representations and warranties? Is...

In June (2022), a few members of the Revenue Rocket team travelled to San Francisco for the RSA Conference. The RSA Conference is a source for timely insights, thoughtful interactions, and actionable intelligence designed to help cybersecurity professionals continually strengthen their organizations. Listen as the team dives into takeaways from the event, insights into the Cybersecurity industry,...

Revenue Rocket has been helping business owners buy and sell for over 20 years. Whether you are looking to acquire a business or looking to be represented for sale, here is a sampling of firms we’re representing today. We are also happy to talk about a custom program for you. Check out our current deals: https://www.revenuerocket.com/current-deals/ Listen to Shoot the Moon on  Apple Podcasts...

In negotiating fee structures, a business owner should consider the goal he or she seeks to achieve in hiring an advisor. An owner looking to sell a business as soon as possible and an owner willing to wait longer for the highest bidder will likely have different fee structures. Listen as we dive into what fees to expect and why before, during, and after an M&A deal. Listen to Shoot the Moon on Ap...

In this episode, we're walking through the differences between selling-in and selling-out in an M&A deal. If a buyer wants the seller to sell-in, what does that mean for the executive team and why does it benefit the combined entity? If the seller is looking to sell-out, how does the buyer manage this transition? What do deal structures look like for each scenario? Listen as we answer all your que...

We're answering a few important questions for sellers in this episode! What’s a lockout in an LOI?  We’ve seen an example of a 2 week ‘close out’ period in a LOI. Being on both sides of the table, is this feasible?  What’s the importance of getting an offer to balance the process?  Once you have an offer in place what should sellers consider? Is this around EV, deal structure, both? What happens i...

In this episode we're diving into the timelines for an M&A deal and what to expect if you're considering the sale of your IT services business. We'll cover readiness, pipeline development, LOIs, and due diligence from the seller's perspective. Listen to Shoot the Moon on Apple Podcasts or Spotify. Buy, sell, or grow your tech-enabled services firm with Revenue Rocket. 

In this episode we're talking about the keys to successful deals + learnings, bringing in our own findings from recent transactions. We'll walk through a few of recent deals: what worked well, what didn't, and ultimately how the deal got closed. Listen to Shoot the Moon on Apple Podcasts or Spotify. Buy, sell, or grow your tech-enabled services firm with Revenue Rocket. 

In summary: Everyone deserve a break  Taking a break is meant to provide needed rest - not work remotely   Reset your work/life balance Educate not dictate upon return    For more information on personal perspectives listen in on our “luxury or perspectives” podcast from last year. You can access it and others at Revenue Rocket.com, Apple Podcasts or Spotify.  Thank you for listening and we hope y...

Read our blog post on the importance of M&A Focused NDAs here . The need for NDA’s are critical and the ways they are beneficial / required are endless. When working with your advisor or managing a deal on your own be sure to protect your confidential information BEFORE engaging in any discussions.  For more information on preparing for a transaction check out our available resources at revenueroc...

Considering a merger or acquisition but not sure where to start? Revenue Rocket can help! Reach out for a free, no-obligation introduction call: https://www.revenuerocket.com/contact-us/ Listen to Shoot the Moon on  Apple Podcasts  or  Spotify . Buy , sell , or grow your tech-enabled services firm with Revenue Rocket. 

The 11th hour is a tough one for both sides and while we always work hard to circumvent any objections or emotions it is important to both the seller and buyer to remember why they started the process, signed the LOI and why the market will see value in what they are going to build together.  Nothing is perfect but keeping a clear and optimistic mind can ensure that no matter the outcome you made...

In every deal we do, we spend a significant amount of time furnishing our clients' data room and ensuring full disclosure on all administrative business functions.  The collection and inventory of these items are then transformed into a schedule within the SPA (stock purchase agreement) or APA (asset purchase agreement) known as the “Disclosures”.  These items are the source of truth for everythin...

Here are a few things to consider when understanding the buyer's motives, economics and resources: Why are they valuing your business as they are?  Does the buyer's board of directors share the passion and commitment of a successful combination  What is the currency and who is funding it?  Operating capital  Capital formation  Debt  Equity (can the cap table afford it)  Lender details and expectat...

In today's episode, we are talking about the due diligence process from the perspective of a seller and what to expect. What's in before an LOI: Corporate performance Market share Leadership Technical IP Brand and intangibles Key accounts Financial performance Revenue Gross Margin EBITDA Operating Income Market conditions  Market share Comparative valuations / deals Transaction motives Once a sell...

Between an LOI getting signed and the execution of definitive agreements, buyers enter into the due diligence phase. In today's episode we are talking about the due diligence process from the perspective of a buyer and what to expect as a buyer. Listen to Shoot the Moon on Apple Podcasts or Spotify. Buy, sell, or grow your tech-enabled services firm with Revenue Rocket. 

We spent the last 12 months in an accelerated market, executed dozens of combinations, advised dozens more on getting ready for a combination and here is what we have boiled it down to, if you're looking to get a deal done in the next year.   1. Be market ready The truth about market readiness is knowing where you fit. Whether selling or buying, understanding what you are looking for within the ma...

Strategic readiness: Knowing when to enter into a process to buy or sell is likely the most important part. Allocation of resources, financial planning and operational distractions need to be taken into account. At Revenue Rocket we evaluate a client's strategic readiness based on several attributes: Why is the company looking to sell or buy? Growth or survival Does the buyer or seller have their...