Exit Strategy
3 articles

Rule of 40, Retention, and a Real AI Moat: What Puts a SaaS Company in the Premium M&A Cohort
Premium M&A valuations for SaaS companies in the AI era depend on clearing specific financial thresholds like Rule of 40 above 40 and Gross Dollar Retention above 85%, alongside demonstrating true AI business leverage and market integration.

Founder prenups are critical for co-founder exit strategies.
Many founders unknowingly risk personal ownership of their startup's core intellectual property, even if it was developed for the company, simply by failing to sign one crucial document. This oversight, particularly concerning founder prenups and exit strategies for co-founder relationships, can leave early innovations legally tethered to an individual rather than the venture itself, cr

Does Your Business Have a Succession Plan? Strategic Business Advisors' Essential Checklist for 2026.
Many small and medium-sized businesses face a critical threat to their legacy: the absence of a clear succession plan, especially as nearly half of owners plan to exit within five years. Strategic Business Advisors offers an essential checklist to help companies navigate this transition, ensuring continuity and maximizing value.