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

🧩 Overview

Industry: Software
Stage: Growth
ARR: £2m
Event: Successfully exited with a £10m acquisition
Service: Exit preparation, financial structuring, and due diligence support

❌ The Problem

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.

✅ What We Did

• 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 Result

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

💬 Founder Quote

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