The Sell Side Masterclass for Tech Services Founders: It Takes a Village

About this episode

The episode discusses the essential experts needed to successfully sell an IT services firm and the potential pitfalls of choosing the wrong team.

In the 5th episode of the Seller Master Class, Ryan, Mike, and Matt break down the “village” of experts you need to successfully sell an IT services / tech-enabled services firm. They cover when to start engaging advisors (ideally 6–12 months ahead), the three core roles (M&A advisor, M&A attorney, tax specialist), and what can go wrong when you choose the wrong team—like inflated valuation promises, inexperienced counsel stalling negotiations, and messy financial readiness that invites retrades.

People in this episode

Host: Mike

Topics covered

• M&A
• IT services
• tech-enabled services
• advisors
• valuation

Keywords

• M&A advisor
• M&A attorney
• tax specialist
• financial readiness

Mentioned in this episode

Books & works: the Seller Master Class

More episodes of Shoot the Moon with Revenue Rocket

• The Sell Side Masterclass for Tech Services Founders: What Not to Do · April 14, 2026 · 29 min
• The Sell Side Masterclass for Tech Services Founders: What Happens After the Deal Closes · March 25, 2026 · 23 min
• The Sell Side Masterclass for Tech Services Founders: Definitive Agreements and the Final Stretch · March 10, 2026 · 37 min
• The Sell Side Masterclass for Tech Services Founders: Due Diligence · February 24, 2026 · 26 min
• The Sell Side Masterclass for Tech Services Founders: Deal Structure 101 · February 11, 2026 · 37 min
• The Sell Side Masterclass for Tech Services Founders: Finding the Right Buyer · February 2, 2026 · 37 min