Startup M&A

Companies that go out looking for a buyer almost always never find one. Even those with term sheets rarely close. We had everything going for us, strong inbound interest, enterprise contracts, products used by tens of millions, a technical team... And it still took four years, over a hundred conversations, and a couple of near-death experiences. I wrote a book on this whole bloody experience, hopefully to help founders think clearly and not make the same mistakes I did. The stakes are way too high for the slightest errors.

Resources

M&A Readiness Checklist
12 items to check off before engaging with potential buyers. Don't start conversations until you're ready.
View Checklist
Sample Outreach Emails
Copy-paste templates for reaching out to potential acquirers, whether you have offers in hand or not.
View Templates
Outreach Deck Guide
How to structure your M&A introduction deck. What to include, what to leave out, and how to invite conversation.
View Guide
Data Room Checklist
Comprehensive due diligence document list across 16 categories. Have these ready before buyers ask.
View Checklist
The Toughest Sell: A Founder's Guide to Startup Exits
A culmination of all the mistakes and learnings from my four-year journey to sell my company. 53 chapters of hard lessons, what worked, what didn't, and how perseverance paid off in the end. Free to read online.
Read the Book

Tools

M&A Readiness Test
10 questions to understand where you stand and what your realistic path might be.
Valuation & Acquisition Type Estimator
Understand your likely acquisition type and realistic valuation range.
Vet Your Inbound
Evaluate whether an acquisition inquiry is real interest or a fishing expedition.
Do You Need a Banker?
Determine whether hiring an investment banker will help or hurt your M&A process.

Connect

If you read through all the material on this page, and still need help, feel free to reach out.

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