RoseBiz, Inc.

RoseBiz, Inc. RoseBiz is a boutique Mergers & Acquisitions advisory firm that specialized in the technology services industry with revenue between $3M and $100M.

03/30/2023

RoseBiz closes another MSP transaction! Congrats to the team at ProTechnical, especially Thomas who worked so hard to get this over the finish…

01/26/2023

Since there are so many acquisitions continuing into 2023, I thought it would be worth talking about the different types of acquisitions we are seeing in the marketplace with technology service providers. There are mainly four types of acquisitions being made as follows: Platform, Add-on, Tuck-in &

The IOI really helps determine who is serious and what they are willing to pay. Understanding what an IOI is will be ess...
08/19/2021

The IOI really helps determine who is serious and what they are willing to pay. Understanding what an IOI is will be essential to . Find out more in our latest post.

https://rosebiz.com/the-good-and-bad-of-an-ioi/

Understanding the difference between an IOI and LOI can be difficult for anyone new to M&A. Here are the most common items you MIGHT find in an IOI.

Thinking about selling your IT business? Find out if   are the right buyer type for you.https://rosebiz.com/the-family-o...
08/10/2021

Thinking about selling your IT business? Find out if are the right buyer type for you.

https://rosebiz.com/the-family-office-that-other-buyer-with-money/

Like strategic buyers and private equity groups, FOs are currently swimming in cash and looking to make good strategic investments. Find out what you need to know when selling your busines.

Are you ready to hand-off daily operations of your business to your second-in-command? Find out why hiring a 2ic is a cr...
05/21/2021

Are you ready to hand-off daily operations of your business to your second-in-command? Find out why hiring a 2ic is a critical step to prepare you IT services firm for sale.

https://rosebizinc.com/hiring-your-2ic-aka-second-in-command/

Here is a scenario I see time and time again…. The owner has been running the company successfully for 20+ years and is now thinking about exiting. They share with the prospective buyers that they want to exit shortly after the sale. Buyer response……. Who is your 2iC and can they run the busin...

How will proposed changes to capital gains tax impact the sale of your business? Find out in our latest post…https://ros...
05/06/2021

How will proposed changes to capital gains tax impact the sale of your business? Find out in our latest post…
https://rosebizinc.com/wait-or-sell-capital-gains-are-your-answer/

Biden’s proposal for taxing capital gains as ordinary income has the potential to have a huge impact on investors, especially those with a relatively big investment in the stock or bond markets.

Did you know there are more than one type of acquisition? Find out if a Platform Acquisition is right for you and what t...
04/15/2021

Did you know there are more than one type of acquisition? Find out if a Platform Acquisition is right for you and what that will look like.

https://rosebizinc.com/what-is-a-platform-acquisition/

I thought it would be worth talking about the different types of acquisitions we are seeing in the marketplace with technology service providers. Platform, Add-on, Tuck-in, Bolt-on

Having too much of good thing can reduce your EBITDA multiples, which can mean millions of dollars lost when it comes ti...
04/08/2021

Having too much of good thing can reduce your EBITDA multiples, which can mean millions of dollars lost when it comes time to sell. Find out why high concentration in these areas can reduce the value of your business.
https://rosebizinc.com/4-risky-types-of-high-concentration-in-business-avoiding-overconcentration-part-2/

There are forms of concentration such as vendor, geographic, industry and employee concentration that can also affect valuations depending on your size. Let's take a look at them in detail.

Closing with a massive new client feels amazing, but....Find out the risks you face when one client accounts for too hig...
03/29/2021

Closing with a massive new client feels amazing, but....
Find out the risks you face when one client accounts for too high a percentage of your revenue stream.

https://rosebizinc.com/the-risks-of-high-customer-concentration-avoiding-overconcentration-part-1/

High customer concentration occurs when a single customer or client accounts for 10% or more of your revenue, or when your largest four to five customers account for 25% or more of your revenue. Find out why this is bad and how to avoid it.

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1084 N. El Camino Real
Encinitas, CA
92024

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