Selling Your SaaS: M&A Process, Valuations & Earnouts ft. Diamond Innabi | Navigating Wealth

Today we're thrilled to welcome Diamond Innabi, Principal at Software Equity Group. 

Diamond has spent 15 years at the front lines of SaaS M&A, guiding founders through exits from first unsolicited offer to multi-million dollar closes. She shares practical insights on timing your exit, running competitive deal processes, and navigating the complexities of earnouts, rollover equity, and post-acquisition transitions.

Key Topics Covered:
• What investment banking actually means for SaaS founders
• The 4-6 month M&A timeline and when to start preparing
• Why founders hire investment bankers vs. running the process themselves
• Strategic buyers vs. private equity: different motivations and evaluation criteria
• Valuation factors that matter most in today's market
• How to position companies with customer concentration or complex technology
• Earnouts and rollover equity: what makes them acceptable vs. problematic
• Managing employee and leadership transitions post-acquisition
• SEG's 20 Factor Valuation Scorecard framework
• The current M&A market environment and what buyers want right now

Links:
• Learn More About Daily Body Coach: http://www.dailybodycoach.com/navigatingwealth
• Apply to Join Long Angle's Community: https://www.longangle.com/apply-now-nw
• Software Equity Group: https://softwareequity.com

Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions.

Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep expertise across some aspect of the economy, investing, family, health, or lifestyle.