Technology Business Advisory

Software, SaaS, hardware, IT services, and tech-enabled businesses.

Valuation (SDE)

3.0x–5.0x

Valuation (EBITDA)

6.0x–12.0x

Typical Exit Timeline

6–12 months typical

Key Valuation Drivers

Annual recurring revenue (ARR)
Customer churn rate
Proprietary IP and patents
Technical team retention
Growth rate and scalability

California-Specific Considerations

  • !R&D tax credit eligibility
  • !Stock option and RSU tax treatment
  • !IP assignment and work-for-hire rules
  • !Non-compete enforceability (generally unenforceable in CA)

Common Entity Structure

C-Corp (for venture) or S-Corp (for bootstrapped). Compare entity structures for your specific income →

Tools for Technology Business Owners

Technology-Specific Guides

Common Situations for Technology Owners

Need technology business advisory?

Dennis Duitch has advised technology business owners on exits, tax strategy, partner disputes, and succession for over 30 years — including firms acquired by CBIZ, restructured for sale, and transitioned to next-generation leadership.

MBA, Northwestern University · CPA · Certified Business Appraiser · Mediator · 30+ years of practice

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