Latest Cloud services Podcast Episodes
How Large of a Company Can you Buy?
Shoot the Moon with Revenue Rocket - July 09, 2024 11:00 - 37 minutes ★★★★★ - 6 ratingsHow large of a company can you buy? Let’s assume you’ve found a company that’s a great strategic and cultural fit. Can you speak to different acquisition types? For example, tuck-in, platform, or merger? What key metrics should you consider in the evaluation of the firm? (Revenue, EBITDA addi...
How Cultural Fit Drives Successful M&A
Shoot the Moon with Revenue Rocket - June 27, 2024 11:00 - 37 minutes ★★★★★ - 6 ratingsHow does culture influence successful M&A deals? In this episode, we are talking about the importance of cultural fit when organizations come together in a merger or acquisition. We have special guest, Chelsey Nord, Revenue Rocket's Director of Strategy joining us on this podcast to share her ex...
Merits of Running a Process
Shoot the Moon with Revenue Rocket - June 20, 2024 11:00 - 30 minutes ★★★★★ - 6 ratingsWhat is a process and if you are considering one what should you think about when hiring a firm to help you do it? How do you vet firms? OUTLINE OF THIS EPISODE: Introduction to selling your business with a process. What is a process and what is a deal facilitation? What types of processes a...
Prioritizing Marketing in Tech Services Firms feat. Mark Coronna
Shoot the Moon with Revenue Rocket - June 12, 2024 11:00 - 43 minutes ★★★★★ - 6 ratingsIn this Shoot the Moon podcast episode, we have special guest and marketing guru Mark Coronna. This conversation centered around the importance of marketing for tech-enabled services companies, with a focus on prioritizing marketing, creating a unique value proposition, and investing in growth s...
M&A Transaction Termination Fees
Shoot the Moon with Revenue Rocket - June 05, 2024 11:00 - 25 minutes ★★★★★ - 6 ratingsBreak up fees or Transaction Termination fees: A fee put in place by a buyer or a seller that if the deal does not transact as outline, there could be a fee owed to one party or the other. This is a mechanism to help buyers and sellers move along a deal and if the deal doesn't get done, is a saf...
Instead of Buy-Side M&A, Consider Selling-In
Shoot the Moon with Revenue Rocket - May 29, 2024 11:00 - 31 minutes ★★★★★ - 6 ratingsMike Harvath and Matt Lockhart from the Revenue Rocket team recently attended a large MSP Conference in Chicago where Mike had the opportunity to speak on "10 Questions to Consider before Selling your Tech-Services Firm." In this episode, Mike, Matt, and Ryan are unpacking one of these questions...
How to Evaluate Multiple Offers for your Tech Services Business
Shoot the Moon with Revenue Rocket - May 23, 2024 11:00 - 41 minutes ★★★★★ - 6 ratingsIf you’re a tech services CEO going through a process of selling your business and get to a point where multiple firms are looking to acquire you, you need to evaluate your options. What should someone be looking for? Questions First off: how does someone get multiple offers? What’s an ex...
The Pros and Cons of IT Reselling in M&A Transactions
Shoot the Moon with Revenue Rocket - May 15, 2024 11:00 - 33 minutes ★★★★★ - 6 ratingsThis conversation highlights the importance of reselling in the tech-enabled services industry and the need for strong relationships between resellers and vendor partners. Some highlights of this episode: Reselling in the IT industry, from its origins to present day Vendor-reseller relationsh...
Fielding an Inbound Call from a Suitor
Shoot the Moon with Revenue Rocket - May 07, 2024 11:00 - 29 minutes ★★★★★ - 6 ratingsWhat information should a potential seller give out? How should a person taking a call evaluate the buyer and their seriousness and intentions? How should a seller interpret the strategic fit? What questions should a potential seller as and when should they ask them? What should a seller do ...
Global Outsourcing Unveiled: The Success Story of Project Maya and its M&A Opportunity
Shoot the Moon with Revenue Rocket - May 01, 2024 11:00 - 28 minutes ★★★★★ - 6 ratingsIn this week's episode of "Shoot the Moon," hosts Mike Harvath, Ryan Barnett, and Matt Lockhart delve into a significant and exciting acquisition opportunity—Project Maya. The episode centers around the opportunity to acquire a specialized Philippine-based outsourcing firm renowned for its appli...
Timing the Market in Tech-Service M&A: Is it Worth Waiting?
Shoot the Moon with Revenue Rocket - April 24, 2024 11:00 - 30 minutes ★★★★★ - 6 ratingsIs it worth trying to time the market for a sale or not? Some of the questions we talk through: Can you explain the concept of "timing the market" in the context of selling an IT services business? What key indicators suggest it's an excellent time to sell an IT services company? How do macr...
Buy-Side M&A: Tackling the most Challenging task of Finding a Willing Seller
Shoot the Moon with Revenue Rocket - April 15, 2024 11:00 - 34 minutes ★★★★★ - 6 ratingsHow do you source sellers on your own, and why is it so hard? Here are some of the questions we are digging into in this episode: What is buy-side M&A Why should companies be considering buying other firms? What goes into buying a company? What’s hard about sourcing when your doing the deal ...
Why is selling a Business so Hard?
Shoot the Moon with Revenue Rocket - April 02, 2024 11:00 - 25 minutes ★★★★★ - 6 ratingsSegment 1: The Hard Truth About Selling a Business Discussion on the complexity of the selling process Financial and legal hurdles that need to be overcome The emotional attachment to the business and its impact on the sale Segment 2: The Emotional Ties That Bind Deep dive into why selling ...
Do you need an M&A Attorney?
Shoot the Moon with Revenue Rocket - March 26, 2024 11:00 - 24 minutes ★★★★★ - 6 ratingsSegment 1: Understanding the Role of an M&A Attorney Primary focus of M&A attorneys: overseeing the legal aspects of buying, selling, and merging companies. Complexity of M&A transactions: due diligence, negotiation, drafting agreements, and navigating regulatory requirements. Why specialized...
What’s the difference between 3X and 9X in a deal?
Shoot the Moon with Revenue Rocket - March 11, 2024 11:00 - 45 minutes ★★★★★ - 6 ratingsThis is a must listen for buyers and sellers! What’s the difference between 3X and 9X in a deal? Size Gross and EBITDA Profit margins Growth rates and forecast Technology specialization & Vertical specialization Type of revenue: contracted, recurring Client types and concentration Deal te...
How to Become a Platform Investment
Shoot the Moon with Revenue Rocket - February 28, 2024 12:00 - 32 minutes ★★★★★ - 6 ratingsDe-risk your biggest investment (your company) by becoming a platform company. Essentially a platform company (like an App integrator or Managed Service Provider or Digital Transformation Firm) is a top quartile, well-run company that takes capital from a private equity firm or other investor. W...
What Are the Differences Between a Valuation and a Deal?
Shoot the Moon with Revenue Rocket - February 22, 2024 12:00 - 29 minutes ★★★★★ - 6 ratingsIn the context of mergers and acquisitions (M&A), the terms "valuation" and "deal getting done" refer to distinct stages and aspects of the transaction process. Here’s a breakdown of the differences: ### Valuation 1. **Definition**: Valuation is the process of determining the present value of ...
Adjustments to EBITDA and Valuation based on Owner Comp
Shoot the Moon with Revenue Rocket - February 14, 2024 12:00 - 22 minutes ★★★★★ - 6 ratingsScenarios discussed in this episode: Taking yourself out of the business Staying in the business at above-market comp Addressing spouses or children in the business What to expect post-close: consulting agreement, employment agreement Adjusting to life after a change in income and receiving...
Should I Sell Now or Wait
Shoot the Moon with Revenue Rocket - February 06, 2024 12:00 - 31 minutes ★★★★★ - 6 ratings2023 was a challenging year for many tech-enabled services businesses as many end customers deferred projects or reduced technology-related spending. This stressed revenue growth and gross margins, reducing EBITDA for many tech-service firms. It’s tough to run a business through these times, i...
Understanding Revenue Models and How They Impact Valuations
Shoot the Moon with Revenue Rocket - January 24, 2024 13:00 - 29 minutes ★★★★★ - 6 ratingsMatt & Ryan take over this Shoot the Moon podcast episode! We're talking about revenue models in IT Services companies and how each model impacts valuations in an M&A transaction. Oftentimes recurring revenue leads to a higher EBITDA which leads to a higher valuation. The more recurring revenue ...
What is Deal Facilitation?
Shoot the Moon with Revenue Rocket - January 10, 2024 13:00 - 28 minutes ★★★★★ - 6 ratingsIf you get a deal on the table, when do you accept it? M&A advisors usually work from origination to close, however an advisor can be utilized for specific functions in the process like origination only on helping getting a deal across the finish line. There are many different ways in which an M...
Elements of a Great Introduction Call
Shoot the Moon with Revenue Rocket - January 03, 2024 13:30 - 35 minutes ★★★★★ - 6 ratingsWhat are the right elements for an introduction call What should you talk about, and what shouldn't you talk about What do sellers want to hear from buyers? Culture – the more specific you can be the better Strategic fit Capability of doing a deal Strategy after a transaction Highlighting...
Strategies to Manage High Seller Expectations
Shoot the Moon with Revenue Rocket - December 28, 2023 12:00 - 29 minutes ★★★★★ - 6 ratingsHow do you bridge the gap between someone who wants $7M but you're company is worth $6? Do you take the gamble and put structure in it that sounds like a win win or do you cancel the deal? Tune in to find out! Win Win situations How big of an apetite does a buyer have? Do you take the RISK? W...
Aligning Leadership in M&A for a Better Deal Outcome
Shoot the Moon with Revenue Rocket - December 19, 2023 12:00 - 27 minutes ★★★★★ - 6 ratingsWhat we cover in this episode of Shoot the Moon with Revenue Rocket: Start early alignment in the process Be aligned with your partners on selling in vs selling out Valuation becomes critical and ongoing Valuations are important Work through disagreements with your partners Listen to Shoot ...
Importance of Determining ROI on an M&A Investment
Shoot the Moon with Revenue Rocket - December 12, 2023 12:00 - 23 minutes ★★★★★ - 6 ratingsHow do you determine ROI for an M&A transaction? Let's say you're acquiring a firm for $20M.. what kind of return on investment should you make long term from this acquisition? Learn all about ROI on M&A in this episode of Shoot the Moon. Introduction What is ROI? Factors affecting ROI in M&A...
Celebrating Growth at the Inc 5000 Gala
Shoot the Moon with Revenue Rocket - December 04, 2023 12:00 - 25 minutes ★★★★★ - 6 ratingsOver 400 of the 5000 companies on the 2023 list are IT Services companies! Learn more about our inclusion on the Inc 5000 list here >> See Revenue Rocket's profile on Inc 5000 here >> Listen to Shoot the Moon on Apple Podcasts or Spotify. Buy, sell, or grow your tech-enabled services firm w...
M&A Insights Q4 2023
Shoot the Moon with Revenue Rocket - November 22, 2023 14:00 - 23 minutes ★★★★★ - 6 ratingsIn this episode of Shoot the Moon, we're talking about what we are seeing in the market for Q4 2023 M&A for tech-enabled services firms.Listen to Shoot the Moon on Apple Podcasts or Spotify. Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.
Between the LOI and Deal Close, What Should you Expect?
Shoot the Moon with Revenue Rocket - November 08, 2023 12:00 - 39 minutes ★★★★★ - 6 ratingsYou’ve done a lot of hard work of finding a suitor and there’s an LOI you’ve agreed to. We want to walk through some of the major steps as you work towards a deal close. The linear flow! First comes the LOI, then a big due diligence list which could come with a quality of earnings, then there ma...
Selling your Business in Uncertain Times
Shoot the Moon with Revenue Rocket - November 01, 2023 13:00 - 28 minutes ★★★★★ - 6 ratingsWhen its tougher headwinds, it is tougher to demonstrate accelerated growth. The real value in your business is the historical growth, but uncertainty can be tough. Here's what we cover: Recent flat or down growth does not define your value Why IT Services is a great industry for M&A even with...
Understanding Caps and Baskets in M&A Transactions
Shoot the Moon with Revenue Rocket - October 25, 2023 12:00 - 26 minutes ★★★★★ - 6 ratingsBelow is what we discuss in this episode all about Caps & Baskets in an M&A Process: Introduction Definition of indemnification provisions Importance of indemnification provisions in M&A deals Caps and baskets Definition of caps and baskets Differences between caps and baskets Why caps an...
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