

Selling a technology business comes with complexities that require specialized knowledge and a strategic advisory approach. Unlike traditional businesses, tech companies derive significant value from intellectual property, recurring revenue models, technical talent, and growth potential that significantly influence deal valuations.
Manufacturing companies depend heavily on skilled labor. Workforce stability, training structures, union relationships, and labor agreements all influence valuation and must be clearly communicated to potential buyers during the sale process.
Environmental and safety regulations can impact both deal structure and buyer confidence. Proper documentation, EPA compliance, waste-management processes, and facility certifications play a major role in reducing perceived risk during due diligence.
Technology companies often hold significant value in proprietary software, patents, trade secrets, and technical infrastructure. Accurate valuations must account for code quality, technical debt, scalability architecture, and competitive differentiation—factors that directly impact overall business worth.
Tech businesses are often valued on recurring revenue multiples rather than traditional earnings. Buyers focus heavily on MRR/ARR growth rates, customer acquisition costs, lifetime value, churn rates, and the scalability of the underlying business model.
the process
We conduct a thorough assessment of your technology assets, recurring revenue streams, customer metrics, and growth trajectory to establish strategic value and identify key value drivers.
Positioning your business to attract the right buyers—whether strategic acquirers seeking technology capabilities, private equity firms focused on tech roll-ups, or growth investors looking for platform opportunities.
Discreetly engaging qualified buyers, managing NDAs, and negotiating terms that protect your intellectual property, retain key talent, and maximize transaction value.
Supporting you through technical due diligence including code reviews, security audits, customer contract analysis, and IP documentation to ensure a smooth closing.

Why Choose Us

Custom software development firms, product companies, and SaaS businesses with proprietary technology, recurring revenue, and established customer bases.
Data analytics, business intelligence, data management, and AI/ML service providers with specialized capabilities and valuable data assets.
Web design agencies, development shops, and digital experience companies with strong portfolios, retainer relationships, and specialized technical expertise.
Managed service providers, IT consulting firms, and technology support companies with recurring contracts and established client relationships.
Security consulting, managed security services, and cybersecurity product companies addressing the growing demand for digital protection.
Cloud services providers, hosting companies, and infrastructure businesses supporting digital transformation initiatives.
Extensive advisory experience across Wisconsin's growing technology sector, including software companies, IT services firms, and emerging tech startups.

Serving technology businesses throughout the Midwest's expanding tech ecosystem, from established firms to high-growth startups.

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