CASE STUDY

TECH SERVICES AGENCY TO SAAS SUPERSTAR

Strategic transformation producing 60x value gain


Founder CEO of 25-year-old tech services agency service provider was disillusioned with the exit value projection he received from a business broker.  He was interested in selling his business, retiring and spending time with his family but the projected returns (approx. $2M) were grossly insufficient to provide the lifestyle he desired.

Zero Limits Ventures (ZLV) was retained to complete a Valuation Growth Strategy and produce a Strategic Value Growth Exit Plan to dramatically increase transaction value quickly.

Zero Limits Ventures created a valuation growth business plan for repositioning the company as a SaaS solutioned provider to produce a superior value growth multiple.

After completing an initial assessment, ZLV discovered a collection of scripts and applications the company engineers had created in order to improve the efficiency of service delivery.  ZLV also discovered that, while the enterprise level market had ample competitive solutions options, the regional market segment had no scaled down technologies available and could not afford to pay the multimillion-dollar license fees required to deploy enterprise solutions.  However, they remained subject to extremely heavy multimillion dollar fines and penalties if they were found to have no solution deployed.

The assessment further identified 24 additional constraints to value that prevented the Company from securing competitive opportunities. ZLV published the Valuation Growth Assessment Summary of Recommendation Value Growth Plan detailing the step-by-step pathway to growing valuation aggressively toward a nine figure target valuation.

Saas productization and deployment of existing assets translated to dramatic 60x value gain.

This plan incorporated the SaaS productization of the scripts and applications the team had been using into a fully integrated software as a service solution (SaaS).  With laser-like focus on providing this unique subscription-based solution to the Regional Banking market segment combined with a broad range of brand awareness, market positioning, intellectual property, enhanced distribution and go to market partnership initiatives, ZLVs plan shifted the Company from a relatively low value agency services model to a high value multichannel SaaS marketplace which dominates the targeted market.

ZLV subsequently managed the successful acquisition of the company for $120,000,000, (a 60x value gain).

Steve and his team are in a different league. They assimilate large amounts of complex information at an amazing rate and immediately boil things down to a few high-leverage actions to take that consistently hyper-accelerate results that go straight to the bottom line. Just five minutes with the guy and, if you’re paying attention and act,
you’ll grow your success immediately.

Bill Flury

CEO, Celio Technology Corporation

COMPANY OVERVIEW

Industry

Tech Services

Location

Washington D.C.

Size

$2M growing to $120M


Situation

Agency Service market holds low to modest valuations

Approach

Fast and effective pivot into a refined market with a SaaS technology solution

Impact and Advantage

Valuation increased 60x


Services
  • Valuation Growth Strategy
  • Strategic Go To Market Plan
  • Strategic Exit

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