The Sell Side Masterclass for Tech Services Founders: It Takes a Village

Key takeaways Start building your advisor relationships 6–12 months pre-exit —waiting until LOI puts the close at risk (“time kills all deals”). Your M&A advisor is the quarterback : runs the process, manages buyer psychology, protects your time, and helps prevent value leakage and retrades. Advisor red flags : guaranteed above-market multiples, vague deliverables, weak references, and “exclusive” lockups that pay them no matter what. Use an experienced M&A attorney (not a generalist) who understands negotiation tradeoffs—over-lawyering can derail otherwise good deals. Tax + financial hygiene matter: get clean, diligence-ready financials and understand structure implications; a QoE may not be required if you’re already well-prepared. Listen to Shoot the Moon on  Apple Podcasts  or  Spotify . Buy , sell , or grow your tech-enabled services firm with Revenue Rocket. 

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