M&A Advisory Services for Technology Service Providers:
Thinking about selling your company, or even just considering for the possibility, can be exciting and overwhelming. You’ve spent years building something from the ground up: your team, your client base, your reputation. Now you have the chance to turn that hard work into a meaningful outcome; not just for you, but for your employees, your customers, and the future of the business. It’s not just about cashing out. It’s about choosing the right path forward. And having the right technology M&A advisor beside you can make all the difference.
At RoseBiz, we specialize in sell-side M&A for MSPs, VARs, CSPs, ISVs, and other IT services firms. This is all we do, so you’ll never have to explain your business model, margins, or acronyms to us.
Led by Linda Rose, a former CPA and CEO who bought and sold four companies of her own (including two for 100% cash at close), our team brings firsthand founder experience, deep IT industry expertise, exceptional financial knowledge, and a track record of successful exits.
What We Do and Why It Matters:
Our services go far beyond just finding you a buyer. We help you prepare for and navigate through the entire M&A process so you walk away with a deal you can feel proud of, both financially and personally.
Our M&A Advisory Services include:
- Pre-Sale Strategy, Positioning, and Process
We help you define your story, identify your strengths, and prepare your data before you go to market to ensure you stand out to the right buyers. We also set a timeline and manage the process to facilitate a smooth transaction that closes on time. - Financial Prep & EBITDA Normalizations
We guide you in presenting your numbers the way buyers expect, highlighting the true value of your business and uncovering valid add-backs that maximize purchase price. - Document Preparation
From Blind Teasers and CIMs to Virtual Data Room setup, we help create and manage the materials that buyers use to evaluate your business so you’re always putting your best foot forward. - Buyer Outreach & Selection
Using our vetted buyer network and outreach process, we confidentially market your business to viable prospects, help you evaluate options, and ensure you get multiple attractive offers. - Offer Analysis & Negotiation
We walk you through each LOI, explain the tradeoffs, timing, and actual deal value, and help you negotiate terms that reflect your goals and priorities. - Diligence & Closing Support
We stay with you through due diligence, keeping the deal on track and helping you navigate working capital adjustments, reps & warranties, tax considerations, legal contracts, and final deal terms. - Exit Planning
Whether you want to exit completely or stay involved post-sale, we help you think through the personal and operational decisions so you’re ready for what’s next.
Our Track Record
Over the years, we’ve helped dozens of founders in the IT services space successfully exit their businesses, and we’ve created millions of dollars in enterprise value for them.
We’ve worked with companies from $5M to $50M+ in revenue, and we’ve seen firsthand how good preparation and the right advisory team can completely change the outcome of a sale.
As our testimonials make clear, founders value our clear guidance, deep expertise, and steady presence throughout what can otherwise be an overwhelming process. They consistently report feeling informed, supported, and confident at every stage of the deal.
Thinking About Selling?
If you want to start preparing now, or just explore whether a future sale makes sense, fill out our Prospective Client Form and we’ll follow up to schedule a confidential conversation.
You’ve spent years building your business. Now, it’s time to protect that legacy, maximize what you’ve earned, and set up the next chapter on your terms.
We’re here to help you do exactly that.
Remember, the best companies are bought, not sold.