Founder-run SaaS firm needs to find the right support for sell-side readiness

Picture this...

You’re a founder-run provider of white glove managed IT, cybersecurity and cloud solutions that has scaled your business through acquisitions. You have a lean management operation, so financial and operational data reside in various stages of integration. Fundamental analytics isn’t viewed on a consolidated basis. As you prepare for a sell-side process, you need core financial analysis and FP&A support.

You turn to Accordion.

We quickly step in to aggregate data and develop a cohesive investment story. To do this, we: ​

• Build a 3-statement budget and 5-year projection model – including detailed revenue and cost drivers, synergies and associated MD&A.​
• Produce a 3-year monthly historical revenue database by customer and product, feeding a customer retention/churn analysis and monthly recurring revenue (MRR) roll-forward.​
• Manage the population of a virtual data room (VDR) with data requested by the third party sell-side QoE team.​
• Prepare key analytical deliverables to satisfy buyer diligence requests – including sales rep productivity, turnover and quota attainment, pipeline and bookings, ongoing run-rate EBITDA updates, and contract database.

Your value is enhanced.

Your founding team has found a better way to look at data and a better path to exit. You now have clean, detailed, and easily digestible metrics and analyses for buyers and other stakeholders, ensuring your eventual sale process is successful.