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 34Name *FirstLastNext Email *Phone Number *Next Section DividerCompany NameNext Type of BusinessPlease Select Closest OptionPlease Select Closest OptionSaas (Software as a Service) All VerticalsArtificial Intelligence & Machine LearningCloud Computing & InfrastructureCybersecurity & Data ProtectionDevOps & SoftDev ToolsBlockchain (Web3)IoT (Internet of Things)OtherNext Number of Employees *Choose Number of EmployeesChoose Number of EmployeesUnder 1010-5051-100101-250250 or more any or outstanding Next Revenue ModelChoose Revenue ModelChoose Revenue ModelRecurring Revenue Model MRR/ARRNon Recurring - One Time PurchaseHybrid of Recurring and Non RecurringOtherNext Last 12 Months of Gross RevenueLess than $1MLess than $1M$1M - $5M$5M - $10M$10 - $25M$25M +Next Year over Year Growth Rate (%) Next EBITDA Margin (%)Next Monthly Recurring Revenue (MRR) ($)Next Customer Churn Rate (Monthly %)Next Have you received unsolicited inbound acquisition interest in the last 3 months?YesNoNext Do you have a 3-year financial model with projections?YesNoNext Are there key person risks (business depends on one person)? 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 Do you have proprietary technology? YesNoNext 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?YesNoNext 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 still own?Next How much has been raised? ($)Next Per the last raise what is the post valuation amount? ($)Next Debt & LiabilitiesDo you currently have any outstanding debt or loans?YesNoNext Total Outstanding debt amount? Less than $500KLess than $500K$500K - $2M$2M - $5M$5M - $10M$10M - $25M$25M +Next What type of debt financing does the business 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 Do you have deferred liabilities (prepayments)? YesNoNext Are there any investor or board-imposed restrictions on a a potential sale?YesNoNext Would any investor, lendor or minority shareholder need to approve an acquisition?YesNoNext Are any debt covenents triggered upon a change of control?YesNoNext Do you customer contracts contain change of control language? YesNoNext Change 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 acquirerSubmit
