Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form. Complimentary M&A Readiness Assessment - Step 1 of 29Privacy & Confidentiality Agreement *Select OneSelect OneI consent to the below terms and the use of my data as described.I prefer to sign a full Non-Disclosure Agreement (NDA) before proceeding. If checked, you will be prompted to review and sign our NDA.By submitting this M&A Readiness Assessment questionnaire, you consent to iMerge Advisors, Inc. storing and processing your submitted information in compliance with applicable data protection laws, including the General Data Protection Regulation (GDPR) for European Union residents and the California Consumer Privacy Act (CCPA) for California residents. All data you provide is protected with strict security measures, including AES-256 encryption and restricted access controls, and will be kept confidential in accordance with our privacy practices. Your information will be used solely to generate your Assessment report.Non-Disclosure Agreement Please review the full NDA below before proceeding: By checking and signing below, I agree to the terms of this NDASignature * Clear Signature Name *FirstLastNext Email *Phone Number *Next Company Name *Website / URL *Year Founded *Next Type of Business *Saas (Software as a Service) All VerticalsSaas (Software as a Service) All VerticalsArtificial Intelligence (AI) & Machine LearningCloud Computing & InfrastructureCybersecurity & Data ProtectionDevOps & SoftDev ToolsBlockchain (Web3)IoT (Internet of Things)eCommerce, Marketplace, Directory or ContentOtherPrimary Market Focus *B2B (Business to Business)B2B (Business to Business)B2C (Business to Business to Consumer)D2C (Direct to Consumer)B2G (Business to Government)MixedNext Number of Employees *Next Revenue Model *SaaS Subscription (ARR, MRR)SaaS Subscription (ARR, MRR)Usage Based PricingNon Recurring - One Time PurchaseFreemium ModelOpen Source + PremiumProject Based and/or Time & MaterialsMarketplace/Platform FeesHybrid of Recurring and Non RecurringOtherNext 2022 Gross Revenues/Sales *2023 Gross Revenues/Sales *2024 Gross Revenues/Sales *Next 2025 Expected Growth Rate Vs 2024 (%) *Enter a number ex. -5 (negative growth), or 0 (flat growth), or 10 (positive growth)Next What percent of the Company's revenue is recurring? (%)Average Gross Margin (3 years) (%) *Average EBITDA Margin (3 years) (%) *Next Is the company's recurring revenue mostly ARR or MRR billings?ARRMRRMonthly Recurring Revenue (MRR) ($) *Annual Recurring Revenue (ARR) ($)Gross Revenue Retention (GRR) (%)GRR measures how much revenue is retained from existing customers, excluding upsells. Enter as a percentage (e.g., 91 for 91%).Net Revenue Retention (NRR) (%)NRR includes upsells and cross-sells. Enter as a percentage (e.g., 110 for 110%).Customer Lifetime Value (CLV) ($)The total revenue expected from an average customer over their relationship with the company. Example: If your customers generate $1,500 in revenue on average, enter 1500.Customer Acquisition Cost (CAC) ($)The average cost to acquire a new customer. Include all marketing/sales expenses in this calculation. Enter a whole number (e.g., 1000 for $1,000).Customer Acquisition Cost (CAC) Payback Period (Months)The time (in months) required to recover the cost of acquiring a customer through their revenue contribution. Enter as a whole number (e.g., 9 for 9 months).Customer Churn Rate (Monthly) (%)Enter the percentage of customers lost each month (e.g., 10 for 10%).Expansion Revenue Rate (%) Percentage of revenue growth from existing customers through upsells, cross-sells, and add-ons. Enter as a whole number (e.g., 12 for 12%).Next Have you received unsolicited inbound acquisition interest in the last 3 months?YesNoNext Do you have a 3-year financial model with projections?YesNo Position investment competitors Expected 3 Yr Forecasted Growth Rate (%)Enter as a whole number (20) Next Are there key person risks (business depends on one person)? YesNoDo you have proprietary technology or IPYesNoIP Protection StatusPatents GrantedPatents GrantedPatents PendingProtected as Trade Secrets (Black Box)Copyright Trademarks OnlyNo Formal IP ProtectionDoes your company fully own all code/IPYesNoCloud Infrastructure TypePublic Cloud (AWS, Azure, Google)Public Cloud (AWS, Azure, Google)Private CloudHybrid CloudOn-PremiseMulti Cloud StrategyTechnology Stack Used MicrosoftMicrosoftGoogleAmazonOtherTechnical Debt LevelLow (Modern stack, well documented)Low (Modern stack, well documented)Moderate (Some legacy code, manageable)High (Significant legacy code)Critical (As in Cobalt like)Next Is the AI agent a "wrapper" YesNoWhich AI ToolOpenAIOpenAIMicrosoftAnthropicGoogleOtherDo you have clear rights to use all data for training the AI Model?YesNoNext Market Position & Competitive AdvantageHow differentiated is your technology/service form the competitors (Scale: 1 (Not Very) - 5 (Very Much So) Selected Value: 0 Next When thinking about your competitors where does the business rank in size? (0 = Last, 10 = Largest & Untouchable) Selected Value: 0 Next Risks & Liabilities Do you have any unresolved legal, compliance or regulatory issues?YesNoNext Is you single largest client greater than 5% of your total revenues?YesNoWhat Percentage (%) of Revenues is the Largest Client?Enter as a whole number (20)Next Capital RaiseHave you raised external capital (VC, PE, Angle)? YesNoNext What type of investment have you recieved? (Select all that apply)Friends, Family & Angel InvestorsVenture Capital (VC)Private Equity (Minority Stake)Corporate Investment (Strategic Investors)CrowdfundingNext What Percentage of the Company do the Founders Retain? (%)Enter as a whole number (20) Next How Much Has Been Raised? ($) Enter as a whole dollar amount (1000000) As of the Last Raise What was the Post Valuation? ($)Enter as whole dollar amount (1000000)Are there any investor or board-imposed restrictions on a a potential sale?YesNoNext Debt & LiabilitiesDoes the Company currently have any outstanding debt or loans?YesNoDoes the company have deferred liabilities (prepayments)? YesNoNext Total Balance of Debt Outstanding ($) Enter as whole number (1000000)Next What type of debt financing does the Company have?Bank LoanVenture DebtRevenue or Factoring Based FinancingLine of Credit (LOC)Convertible Debt (Non SAFE Notes)SAFE NotesOtherNext Is any of the debt personally guaranteed by the founders? YesNoNext Would any investor, lendor or minority shareholder need to approve an acquisition?YesNoWould that approval be withheld or delayed?YesNoUncertainNext Do customer contracts contain change of control language? YesNoChange of control language includes (select all that apply)Notification of a sale if a significant amount of the assets to be acquiredNotification if a stock saleCustomer must approve change of control to new acquirerCustomer has termination rights upon change of controlPrice/term protection clauses triggered by acquisitionAre any debt covenents triggered upon a change of control?YesNoNext Additional Feedback CommentsSubmit
