Preparing for a £10m Exit at a Growing Software Company

The founder was receiving interest from potential buyers but wasn't confident the business was ready. Financials were not structured for due diligence, margins weren't clear, and too much of the business still relied on the founder.

• Cleaned up the financials: organised the chart of accounts, fixed gross margin reporting, removed one-off items from recurring revenue
• Created board-level monthly reports: profitability, cash flow, key SaaS metrics (MRR, churn, CAC payback), and growth trends
• Built a marketing ROI dashboard: tracked performance by channel to show where revenue was really coming from
• Reduced founder dependence: documented processes, clarified team roles, and structured reporting to work without day-to-day founder input
• Prepared investor materials: summary financials, due diligence-ready data room, and explanations for all major metrics

The business sold for just over £10m. The buyer was impressed by the clarity of the numbers and systems already in place.

“Having someone who understood both the numbers and the investor mindset made a massive difference. The process went smoother than expected.”