1 in 6 Tech Startups Are Acquired.
Are you Buyer Ready?


Learn from startup failures and successes in 5 min or less.

The stories, frameworks, and tactics that will make you a 10x better founder.


Trusted by CEOs and Founders.

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48%

Owners never do Exit Planning.

1 in 5

Businesses listed for sale,

achieve an Exit.

+40%

Sale price improvement,

with Exit Planning.

What's Included?


Exit Forecast's Buyer-Ready Framework covers four areas, each key to maximising your businesses value at Exit -


Exit Strategy

Market Leadership

Asset Scarcity

DD Preparation

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"David possesses a unique blend of tactical foresight and operational expertise, making him a great guide for companies looking to enhance their value on the market and appeal to discerning buyers."

Kabir Barday
Chairman & CEO

OneTrust

Q: What is M&A for Every Business?


A: Helping SME Owners to achieve successful Exits, via access to high-quality M&A knowledge and support.


Accessing M&A expertise is challenging for SME Owners. Expert Advisors often focus on large corporations, leaving SMEs unprepared for rigorous Exit Processes, and without leverage to maximise their value.


Not knowing 'What Good Looks Like' gives Buyers the advantage, resulting in lower valuations, challenging due diligence, and post-exit performance dependencies, for full payment.


Exit Forecast makes M&A expertise accessible, helping SMEs get Buyer-Ready. Simplified documentation, profiled Buyers, defined value drivers, and mitigated risks make Owners feel ready to set ambitious Exit goals, and lead a successful Exit Process.

Exit Planning, designed for SME Owners.

Impactful support, preparing SMEs for successful Exits, and defining value across your business.

Exit Strategy

An effective Exit Strategy directs decisions, enhancing investment value and increasing leverage. Owners will use it as their 'North Star' helping them navigate market dynamics, risks, and select opportunities that lead to achieving their Exit goals.


Outputs:
Owner Goals, Buyer Strategy,  Internal Fact-Finding, Exit Story


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Market Leadership

Buyers want to acquire exceptional companies. To maximise an Exit, Sellers should make it easy for Buyers -


We help you to demonstrate tangible and consistent traction, from accurate revenue forecasting and customer success, to a detailed market road-map that shows your upward trajectory.


Outputs: GTM Audit, Retention Analysis, Market Quadrant, TAM/SAM Analysis, Strategic Messaging, ICP Profiling

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Asset Scarcity

Buyers will scrutinize both tangible and intangible value, across your assets - IP, GTM strategy, your customer base, operations, brand reputation, and even company culture - to define a business's overall value.

Understanding your strengths, allows sellers to anticipate how to best position themselves, and negotiate confidently.

Outputs:
Exit Story, Key Metrics, Brand Value Gap Analysis, Employee Engagement

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DD Preparation

A comprehensive 'Corporate Housekeeping' exercise. Putting Sellers in a position of Strength, able to demonstrate meticulous attention to paperwork and processes.


Make Due Diligence a simple process for Buyers, and eliminate the risk of any gaps in documentation disrupting your negotiation process .

Outputs:
Contracts Analysis, Risk Register,  Employment Register, Governance and Compliance Gap Analysis,  IP Inventory, Hardware and Licences Audit

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Why people believe in us


"His vision, attention to detail, and execution guided us on exceptional growth and development as a company which resulted in us being acquired by a category defining software company."

Patric Coupland
CEO, Thrive Card


"Always willing to discuss ideas, strategy, and share feedback, David embodies the idea of a team player.




Alex Bermudez
Director, Pax8

"Conscientious and organised, able to solve complex, abstract problems and communicate them efficiently across a variety of stakeholders."


Joshua Hunter
Sales Leader, OneTrust


"One of the best leaders I have ever worked for - put together a strategy for selling a new product in an existing portfolio of products right away. "


Kyle Florence
Senior Manager, Gartner

FAQ

  • Is the Exit Workshop you're offering really free?

    Yes, it is. We start all new discussions with a (free), one-hour Exit Workshop.


    This initial conversation helps  us understand your Exit goals, and recommend a tailored checlist, which forms the basis of your engagement.


    We'll also send you off with a customised checklist of some basic actions you can take to start your Exit Planning process.

  • What sectors do you specialize in?

    We have broad cross-sector experience. 


    From Tech Unicorns and Multinationals, to Law-Firms and High-Growth Start-Ups.

  • Which services do you offer?

    Exit Forecast's engagements are 6+ months in length, and deliver 1-to-1 coaching to either - 

    • The Business Owner / Sponsor of the Exit Program, or
    • The Management Team

    All engagements are based around the Exit Forecast 20-Step Framework, tailored to the needs and maturity of each business.

  • Why should I choose Exit Forecast?

    Because we're experienced, and focussed on getting your business ready for a life-changing Exit Process.


    We have sold companies, and acquired companies. We understand fundraising, and how Buyers see value.

M&A Insights

Latest updates from the industry

10 Apr, 2024
Rethinking Profitability in SaaS Strategy
By test 24 Jul, 2022
In the SaaS space, understanding customer health and product loyalty is fundamental. A detailed set of metrics may look impressive, but there is a huge difference between figures that will cement a valuation and 'vanity metrics' that can be quickly shown as such. Blossom Street's Sammy Abdullah's analysis, on Zuora's metrics, highlights three key metrics commonly used for SaaS success. Firstly, Processed Transaction Volume, a cumulative figure which expresses customers' growing billing volume. While useful, this measure lacks the depth to isolate existing from new customers, potentially masking underlying churn issues. Secondly, ACV Growth in Cohorts - as a powerful metric, which can be hughly insightful when combined with the right contextual narrative. The catogorising of 'Cohorts' is selective, but can nicely summarise important changes in a business processes, and how they have impacted results. e.g. Comparing ACV Growth of customers acquired in 2020 and 2021, can reflect a different Outreach strategy employed by the business. Finally, Dollar Based Net Retention, a SaaS favourite, which expresses results of customer retention and expansion. Best-in-class companies have Dollar Based Net Retention north of 140%, meaning that for every $1 they renew, they add an additional $0.40. Incredibly powerful, and can easily be used to express the success - or holes in - a businesses renewals and expansions strategy. Speak to our team, to learn more.
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