Software & SaaS · pre-sale diagnostic

See what a buyer would really pay for your software business.

A few minutes of read-only financials and a short questionnaire surfaces what a buyer would discount your software business for — how much of your revenue is genuinely recurring, your churn and net revenue retention, whether the product survives the founder leaving the codebase, and customer concentration — and why the 10–20x software multiples in the press don't apply to a profitable business your size. Preview costs nothing.

  • Free preview, no signup
  • Read-only QuickBooks
  • Private — nobody sees it unless you share
  • $499 one-time
60-second estimate

What would a buyer pay?

Enter two numbers for an instant Software & SaaS ballpark. No signup — the real number comes from your books.

Software & SaaS Live
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4.0–8.0×
Where lower-middle-market software businesses trade on EBITDA. Your spot inside it is what we compute from your books.
37
Real checks a buyer would run, straight off your own QuickBooks — dialed in for Software & SaaS.
$499
One-time, before any offer’s on the table. A formal earnings review from a CPA firm runs $25K–$75K — and it works for the buyer, not you.
The buyer’s playbook

The questions a buyer asks to pay you less.

We answer each one from your books first — so you fix the story before a diligence team writes the number.

The founder IS the product (and the only developer)

In most small software businesses the founder wrote the code and still owns the roadmap. A buyer asks the brutal question: if you leave, who ships the next release and fixes the next outage? An undocumented codebase only one person understands is the single biggest discount on a software deal. Search-funders and SBA-backed individual buyers underwrite survival-without-you and haircut hard; a strategic with its own engineers can absorb it — but only by paying less for what it has to rebuild.

Churn is high or net revenue retention is below 100%

Recurring revenue is only worth a premium if it actually recurs. If logo churn runs hot (SMB self-serve is often 3–7% a month) or expansion doesn't outrun cancellations, your net revenue retention sits below 100% and the base is shrinking between sales. Buyers price recurring revenue on its durability — leaky retention pulls you toward a revenue-multiple floor (or onto an SDE basis entirely), and it's the first cohort report a buyer will demand.

One customer — or one channel — carries the revenue

If your largest account is more than ~15–20% of revenue, a buyer prices the risk it leaves and knows it can squeeze you on renewal. The same applies to acquisition: if nearly all signups come from one source — a single integration partner, one ad channel, one app-store placement — the buyer treats demand as fragile and discounts it.

No moat — you ride one platform, API, or app store

A business whose existence depends on a single platform's rules — one app store, one API, one marketplace's traffic — carries a risk the buyer can't control: the platform changes terms, pricing, or cuts you off. Undifferentiated 'me-too' products with no switching cost get the same treatment. Buyers pay up for defensibility — sticky data, deep integrations, contractual lock-in — and discount its absence.

What it’s worth

The levers that move the multiple —
and what each is worth.

Each lever is sized for a typical profitable small saas, ~$1.5–2m arr, ~80% recurring, ~20% owner-normalized margin (priced primarily on sde / arr, not ebitda comps) — about $400K EBITDA. Same number whether we frame it as “what a buyer discounts” or “what you keep by fixing it.”

Heavier lift
$160K$320K

Lower churn and push net revenue retention over 100%

Retention is the highest-leverage number you own. Cutting logo churn and adding expansion revenue so net revenue retention clears 100% turns a flat base into a compounding one — and retention correlates strongly with the multiple buyers pay. This is the move that shifts you from a revenue-floor price toward the top of the band.

adds about 0.40.8× to your multiple · usually takes 12–24 months

Heavier lift
$200K$400K

Get yourself out of the codebase and the sales seat

Hire or promote so someone other than you ships product and someone other than you closes and renews customers, and document the architecture and deployment. Each role you make replaceable removes a discount; together they convert 'buying a job' into 'buying a business' a financial buyer can run without you.

adds about 0.51.0× to your multiple · usually takes 18–36 months

Easy win
$80K$160K

Clean up MRR/ARR reporting and cohort data

A buyer's first diligence ask is a clean subscription-revenue and cohort retention report. If your MRR, ARR, churn, and net revenue retention are reconstructible to the dollar and tie to your books, you protect the price you've earned from a mid-diligence re-trade. Messy or revenue-recognition-confused numbers get assumed-worst.

adds about 0.20.4× to your multiple · usually takes 1–3 months

Medium effort
$80K$200K

Diversify customers and acquisition channels

Reduce your largest customer below about 15% of revenue and add a second and third real acquisition channel. Concentration in one account or one channel is a priced risk; spreading it both raises the floor under a bad quarter and removes a line item from the buyer's discount list.

adds about 0.20.5× to your multiple · usually takes 6–18 months

Typical impact ranges blended from lower-middle-market transaction data, sub-$50M M&A databases, and observed consolidator pricing in the $300K–$3M EBITDA band. Directional, not a guarantee — your memo computes your actual numbers from your books.

Industry positioning

Where you’ll be measured
against the Software & SaaS benchmark.

The metrics buyers grade software businesses on. The diagnostic fills the “your business” column from your actual QuickBooks data.

MetricSoftware & SaaS benchmarkYour businessWhat it means
Recurring / contracted revenue~80% of revenueYour dataHigher is better — the top multiple lever
Gross margin~77%Your dataPricing and job-costing discipline
EBITDA margin~20%Your dataWhat flows to the bottom line
Healthy customer-concentration ceilingtop customer under 15%Your dataAbove it, buyers price the risk
Typical industry growth~15% / yrYour dataBeating it can add to your multiple
Typical sale multiple4.0–8.0× EBITDAYour dataWhere the bidding starts; the levers above move you up

Benchmarks are blended industry composites, service businesses $1M–$10M revenue, 2026-Q1 — directional, not a precise bar. Your memo measures you against your own books. Connect QuickBooks to fill in your numbers

What you get

A real work product —
and a deal room you control.

The diagnostic arrives as formats you can actually use, plus a private, scoped link to share a curated package with a specific buyer — you decide, card by card, what they see.

PowerPoint pitch deck

A branded slide deck, ready to present — for the buyer meeting, the lender, or the board.

Editable Word memo

A written diagnostic that holds up with buyers, yours to edit — plain-English summary, how we rebuilt your real earnings, every add-back listed.

Live Excel model

Live formulas, not a dead printout — the path from raw profit to your real number, plus the cash-tied-up scenarios a buyer can stress-test.

  • An interactive dashboard — click into every number, with an AI assistant that only answers from your books
  • A private, scoped buyer deal room — you choose, card by card, what each buyer sees
  • Record or upload voice & video walkthroughs — walk the shop floor from your phone
  • Your add-backs written up and ready to defend — every item traceable to the exact transaction
Know your buyer

Who actually buys software businesses.

Small profitable software businesses sell into several pools, each structuring a deal differently. Individual buyers and searchers shop marketplaces like Acquire.com, usually with SBA-backed structures and earnouts/holdbacks tied to retention. SMB-SaaS holdcos — Tiny, SureSwift Capital — buy to operate forever, taking whole stakes and keeping the team, often part-cash, part-earnout. Constellation Software and its operating groups (e.g., Volaris) are the largest vertical-market-software acquirers, buying niche recurring-revenue players and holding permanently. Brokers like FE International and Quiet Light run the sell-side, pricing on SDE when small and shifting to revenue/EBITDA at scale. The memo maps which pool fits a business your size.

How it works

From your books to a memo that holds up with buyers — in four steps.

1

Connect QuickBooks

Read-only, through Intuit. We never write to your books. About 5 minutes.

2

Answer a short Software & SaaS survey

Just what the books can’t show — agreements, key accounts, who runs the crews.

3

See the free preview

Buyer-readiness score, normalized EBITDA, value range and top flags — instantly.

4

Unlock the $499 memo

The full engine, all three deliverables, the dashboard and the buyer deal room.

Your data, your control

What we read — and what we never touch.

Read-only, enforced in our code: every call we make to QuickBooks is a read. Nothing leaves unless you choose to share it.

What we read

  • Profit & loss, balance sheet, and the transactions behind them
  • Payroll expense totals — when your books carry them
  • AR aging, cash flow, and your chart of accounts

What we never touch

  • We never write to your books — we can’t change a thing
  • No payroll access — never your employees’ SSNs, bank, or tax withholding
  • We can’t move money
  • No buyer, broker, or lender sees it — unless you say so

Disconnect or delete anytime. Read our privacy policy →

Pricing

A light Quality-of-Earnings report —
at a price that fits before any offer’s on the table.

Start with the free preview. Pay once — $499 — only when you want the full memo. No subscription, no per-seat pricing.

Try it first

Free preview

$0
  • Buyer-readiness score & normalized profit
  • A real value range from your actual books
  • Top flags — what a buyer would argue down
  • No signup, no email
Pre-sale diagnostic

The full Software & SaaS memo

$499 one-time
  • Everything in the preview, in full
  • 37 checks from a buyer’s earnings review, dialed in for Software & SaaS — every number traceable
  • A breakdown of what moves your price — in dollars — plus how to fix each
  • Editable Word + live Excel model + PowerPoint pitch deck
  • A private, scoped buyer deal room you control
  • Three documents yours to keep + 12 months of live dashboard access
Think of it as a light Quality-of-Earnings report. A formal QoE from a CPA firm runs $25,000–$75,000 and adds proof-of-cash testing and tax-exposure review we don’t include. What we build is the heart of that review — and it works for you, with your weak-spots list kept private by default.
FAQ

Software & SaaS sale questions, answered.

Most Software & SaaS businesses in the $1M–$10M revenue range trade at roughly 4.0× to 8.0× normalized EBITDA, with a typical deal near 6.0×. Smaller, owner-dependent shops sit at the low end; larger, manager-run businesses with recurring revenue reach the top. Your actual number depends on your books — that's what the diagnostic computes, blending recent lower-middle-market closings, main-street marketplace sales, and academic M&A survey data.

We start where a buyer of a small software business starts — not with the headline 'software' multiples in the press, but with your actual earnings. For most businesses under about $5M in value, that means Seller's Discretionary Earnings (SDE): your profit plus your owner's pay and personal/one-time items added back, each tied to a specific QuickBooks transaction. We apply a software-specific SDE multiple (roughly 3–5.5x, higher for sticky recurring SaaS) and cross-check it against your recurring revenue (about 3–5x ARR for a healthy small SaaS). What moves you within the range is software-specific: how much revenue is genuinely recurring, your churn and net revenue retention, whether the business runs without the founder in the code and the sales seat, and customer concentration. Every number traces back to your books.

Because those numbers come from a different universe. The public databases for 'software publishers' show median EBITDA multiples around 19x and the 75th percentile above 42x — but that pool is dominated by venture- and growth-funded companies and large strategic acquisitions, bought for growth and scale, not current cash flow. A profitable, owner-operated software business is not in that pool and will not sell there. Even the broad data confirms the gap: the elevated 'Information' sector private-company multiple tops out around 11x, while the all-sector private median is about 3.5x, and bigger deals always fetch more than small ones. The brokers who actually sell businesses your size — FE International, Quiet Light — price on SDE and ARR. We deliberately cap and disclose the EBITDA view so it can't over-value your business.

In order of leverage: durable recurring revenue with low churn and net revenue retention over 100%; a business that ships product and renews customers without the founder personally; clean, reconstructible MRR/ARR and cohort reporting; and a diversified customer base and acquisition channels with some real defensibility (switching costs, integrations, lock-in). The diagnostic scores where you sit on each and shows what moving up the range would be worth in dollars.

See all common questions
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