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What should I include in a Confidential Information Memorandum (CIM)?

iMerge Advisors

For software and technology founders considering a sale, the CIM is a strategic asset that can shape buyer perception, drive valuation, and accelerate deal momentum. For buyers, its the foundation for initial valuation modeling and due diligence planning. For guidance, see our article on Website Valuation and Discretionary Earnings.

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How do I value my software company’s intellectual property?

iMerge Advisors

This article explores the key frameworks, valuation methods, and strategic considerations for assessing the worth of your software IP whether its proprietary code, algorithms, patents, or data assets. Why IP Valuation Matters in Software M&A In traditional industries, valuation often centers on tangible assets and cash flow.

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What is the role of due diligence in selling a software company?

iMerge Advisors

For founders and CEOs, understanding the role of due diligence is essential to both maximizing valuation and ensuring a smooth transaction. But for sellers, its also a chance to demonstrate operational maturity, reduce perceived risk, and justify premium valuation multiples. Compliance: Are data privacy policies (e.g.,

M&A 40
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How can I safely share our proprietary source code and technical documents with a potential acquirer while still protecting our trade secrets if the deal falls through?

iMerge Advisors

Buyers want to validate claims about product architecture, scalability, and IP ownership. A well-structured M&A process staggers disclosure based on deal progression: Pre-LOI (Letter of Intent): Share high-level architecture diagrams, product roadmaps, and summaries of IP ownership.

Shares 40
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We had a few early contractors who never signed IP assignment agreements. How big of an issue is that during due diligence, and what can we do now to fix it?

iMerge Advisors

If the individual wrote core code or designed foundational architecture, the risk is higher. But make no mistake: this is a diligence item that can materially impact deal certainty and valuation. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

M&A 40
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What are buyers looking for in AI and SaaS company acquisitions in 2025?

iMerge Advisors

Valuations are no longer driven by top-line growth alone. The Rule of 40 the sum of revenue growth rate and EBITDA margin has become a key benchmark for SaaS valuation. Clean Data Infrastructure and Scalable Architecture Especially in AI-driven businesses, the quality of data infrastructure is a critical diligence item.