m&a advisors

Project Deacon was an opportunity to acquire a growing, profitable cloud-hosting firm focused on the dental practice market with over 80% recurring revenue. They provide Cloud Desktop as a Service (DaaS), Managed Services, and IT Professional services - essentially a one stop technology shop of all the needs of growing dental services organizations. Revenue Rocket represented the firm as their sell-side M&A advisor.

Let's break down the sale:

• Running your business before a sale
• Profitability
• Positioning your Business in the market (SVP)
• Gather the right data
• Due Diligence
• Trust your advisors
• Happy Buyers & Sellers!

If you're considering an M&A process and don't know where to start (or do know!) Revenue Rocket would love to help. reach out to learn more about our sell-side consulting services: info@revenuerocket.com

Listen to Shoot the Moon on Apple Podcasts or Spotify.

Listen to Shoot the Moon on Apple Podcasts or Spotify.

Buy, sell, or grow your tech-enabled services firm with Revenue Rocket. 

One of the most critical functions in an organization is the first person of contact for enabling an M&A transaction. If your competitor calls you and wants to buy you would you entertain that conversation? Having a third party like an advisor brings in standard operating procedures, best practices, and the proper etiquette that is paramount to creating engagement and good outcomes.

Some key points Ashley and the team cover in this episode:

• Documenting outreach
• Framing up a discussion to present an opportunity
• Respecting the prospect's time and recognizing their tone
• Communication methods
• Best practices for follow up
• Business Development functions
• Revenue Rocket standards

Listen to the Shoot the Moon Podcast on Apple Podcasts or Spotify. Reach out to us for a no obligation introduction call at info@revenuerocket.com.

Listen to Shoot the Moon on Apple Podcasts or Spotify.

Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.