The challenge
Founders needed a valuation framed on SaaS metrics (NRR, churn, CAC payback, ARR mix) rather than SMB earnings multiples — and wanted to avoid tipping off competitors.
How we approached it
- 1Built the valuation around ARR quality, net revenue retention, and gross margin
- 2Prepared a metrics-led CIM and a clean cohort/retention data set
- 3Approached a curated short-list of strategic acquirers under NDA
- 4Negotiated earn-out terms tied to realistic retention milestones
The outcome
Closed in six months at a strategic revenue multiple, with a founder earn-out structured around retention the team was confident it could hit.
Services applied
Details anonymized and figures rounded to protect client confidentiality. Outcomes vary with market conditions, business quality, and timing.
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