| What business valuation would you place on a | | | | software platform and reducing the number of |
| distribution management software company with | | | | supported systems |
| $1.5 million in annual revenues and $500,000 in | | | | 4. Immediately end customer defections by |
| losses? How about a healthcare software ASP | | | | announcing an actual upgrade path versus years |
| with $300 K in revenues that is breaking even? | | | | of promises |
| These companies don't exactly fit the 5 times | | | | 5. Prevent a more formidable competitor from |
| EBITDA or the discounted cash flow valuation | | | | getting his hands on this technology and causing |
| models. | | | | them some real damage |
| That is what makes software or technology | | | | The good news is it worked and we were able to |
| based companies so much fun to sell. Arriving at a | | | | get our sellers north of $2.5 million. Over a year |
| business value is done the old fashion way. You | | | | later it has proven to be a good deal for both |
| identify the universe of likely buyers, prepare | | | | buyer and seller. |
| your blind profile and NDA, and contact the | | | | The healthcare ASP also turned out to be a |
| president or person in charge of mergers and | | | | strategic fit for a much larger healthcare IT firm. |
| acquisitions. What you are trying to accomplish is | | | | This established company had previously delivered |
| to identify and articulate the strategic rationale for | | | | their software through a traditional licensing |
| considering this acquisition. | | | | approach where their clients managed their own |
| In the example above, our distribution | | | | internal systems. The buyers needed our client's |
| management software company had adapted | | | | cutting edge module that completed their suite of |
| their software to a new vertical market while also | | | | products. They intend to use the ASP model as |
| introducing it on Microsoft's.NET platform and | | | | the springboard to launch their entire product suite |
| upgrading from green screen to GUI interfaces. | | | | on the ASP model to complement their licensing |
| They were not getting any traction in the new | | | | approach. |
| vertical competing against the two dominant | | | | Much of this transaction value was in the form of |
| players in that space. They had, however, | | | | a well structured earn out. Both buyer and seller |
| created a lot of value in their technology. They | | | | feel comfortable that the sales targets will be met |
| were a very good acquisition candidate for one of | | | | and will provide the maximum contractual |
| the dominant competitors. They had | | | | payment. This will result in a value for the seller of |
| "leap-frogged" this competitor with a more | | | | about $2.5 million. The buyer's customer base of |
| modern platform. The competitor, through a | | | | 1400 hospitals are prime candidates to upgrade |
| series of prior acquisitions, was actually supporting | | | | their current software system (the buyer's |
| six different software platforms for essentially | | | | product of course) with this new capability. The |
| the same capability. They were contemplating a | | | | seller achieves a 20 times improvement in the |
| long and expensive system rewrite. They needed | | | | sale of their product as part of the large |
| to consolidate platforms, but did not have an | | | | company. The large company increases revenues |
| upgrade path for their installed clients. Their clients | | | | and uses a portion of that revenue to complete |
| were vulnerable to defections. | | | | the purchase price obligation. It was accretive |
| We approached the president and positioned our | | | | from day one. |
| client as follows: | | | | When it comes to software or technology |
| 1. Purchase our client for a favorable buy versus | | | | companies and business valuation, beauty is in the |
| build outcome. | | | | eye of the beholder. If the company can identify |
| 2. Time to market - We could provide an | | | | the right buyers and if they can be positioned as |
| immediate upgrade path versus eighteen months | | | | a strategic fit, traditional valuation metrics may |
| of development | | | | not apply. |
| 3. Substantial cost savings - By rationalizing their | | | | |