Leader situation · Case Studies

Leader Preparing to Sell
in practice.

Digital is now an evaluation criterion in any business sale. Well-documented digital capital can increase valuation by 15 to 30% — or protect against a discount.

Sale Exit Valuation Private equity Data room

documented cases
for this sector

intervention pillars
Prepare · Structure

Prepare

Data room LTV Due diligence

Digital valuation dossier for the data room

Context

A leader prepares to sell their B2B SaaS company in 12 months. The buyer is a fund. Due diligence includes a tech and digital component.

Solution

Full digital asset mapping (traffic, client base, SEO, tech stack, data), customer LTV calculation, acquisition and retention process documentation, digital section of the data room.

Result

Digital due diligence passed without issue. Valuation maintained. Closing timeline shortened by 3 weeks.

Structure

Autonomy Process Closing

Reducing dependency and making the organisation autonomous

Context

A buyer sets a condition: the business must operate without the founder for 3 months before closing.

Solution

Critical process documentation in a knowledge management tool, recurring task automation, middle management upskilling, management dashboard without the founder.

Result

Condition met in 5 months. Founder operationally exited. Sale completed.

Diagnostic tool

Digital Discipline Index™

Assess your digital maturity in 6–8 minutes. Scoring across 4 strategic pillars, instant result, email summary.

AcquisitionActivationRetentionRevenue

Start the diagnosis

Free · Confidential · ~6 min

and

New

IA Diagnostic™

Measure your organisation's AI maturity. 16 questions, 5 domains, personalised recommendations by level.

AI MaturityContentOperationsData

Test my AI maturity

Free · Instant result · ~8 min

Leader Preparing to Sellin practice.

Leader Preparing to Sell
in practice.