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URL: https://softwareequity.com/strategic-assessment

⇱ Zero-Obligation Software and SaaS Strategic Assessment  | Software Equity Group

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Strategic Assessment

What Growth Levers Are You Overlooking? 

Every SaaS founder and CEO wonders: Am I running my business the way top companies do? What levers can I pull to get stronger? And how do I compare against companies that have had success?

Our strategic assessment is designed for companies with a minimum ARR of $5M. Whether you already have an offer in hand or are planning ahead, the assessment provides a comprehensive review of your business, financials, customers, product, and operations, benchmarked against data from hundreds of real software exits.

With this checkup, you’ll see how you stack up, what buyers value most, and where you can take action to strengthen your company now and in the years ahead.

What the Assessment Includes:

Comparative Insight
Benchmark your metrics against what buyers have rewarded in past transactions.

Holistic Business Review
Understand how your market position, customer mix, product, and financial profile align with what makes software companies defensible and attractive.

Actionable Levers for Growth 
A prioritized roadmap of operational, financial, and strategic improvements that drive long-term value.

Annual Checkup
A consistent benchmark to revisit each year, helping you track improvements and adapt to changing market conditions.

Ready to know what your software company valuation is today? Fill out the contact form and one of our M&A experts will be in touch soon.

Request a non-obligatory strategic assessment!

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Frequently Asked Questions

What is a Strategic Assessment?

SEG’s Strategic Assessment is a fast, founder-friendly assessment that shows you where your business stands today and where it could be in 1–3 years. We benchmark your company against comparable software and SaaS businesses, uncover hidden growth levers, and flag risks that could drag down valuation. You get a clear, unbiased roadmap to strengthen your position, whether you’re raising capital, planning an exit, or simply building for the long haul.

Who should request a Strategic Assessment?

The Strategic Assessment is designed for founders and CEOs of B2B SaaS companies with at least $3M in Annual Recurring Revenue (ARR) and headquartered in the United States or Canada. If you’re focused on strengthening your business, uncovering hidden growth levers, and improving defensibility, you’re in the right place.

Do I need to want to sell or seek capital investment to request an assessment?

No. In fact, 92.6% of our clients spoke with us for an average of 3.6 years before running a formal M&A process. We focus on giving you strategic, data-backed insights you can use right now, without pressure to sell.

How long does the Strategic Assessment take?

The SEG Strategic Assessment typically takes two to three weeks from receiving your information. This ensures we can conduct thorough research, benchmarking, and analysis tailored to your business. We sometimes request a demo of your product, which could extend the process timeline.

Why is the Assessment complimentary?

The SEG Strategic Assessment is complimentary and has zero obligation because we believe in building long-term relationships with software and SaaS leaders. Offering this no-cost checkup allows us to provide value upfront and help you make informed strategic decisions, whether you go to market now, years from now, or never.

How is my company information handled?

All information shared is kept strictly confidential and used solely for your strategic assessment. We never share data with outside parties without your explicit permission. A mutual NDA is required to protect both parties.

Will this tell me what my company is worth?

The SEG Strategic Assessment will provide a strong sense of your valuation potential based on current performance and market trends, along with factors that could increase your multiple. While it’s not a formal valuation, it’s a highly informed starting point.

Our Clients Are Eager to Refer Us

Why? We take pride in providing exceptional service to our clients long before the M&A process begins. We educate them on the market, metrics and prospective buyers, and we guide them through the process so they can approach the deal with confidence.

"There’s simply no way we could’ve gone through this process without Software Equity Group’s advice, guidance, and counsel. We wouldn’t have been able to achieve the outcome we did without their support and valuable guidance."
Robert Johnson
CEO, TeamSupport
"We chose SEG based on their deep knowledge of SaaS business metrics and a stellar reputation. SEG lived up to their reputation and drove a process that resulted in an unexpected, and fantastic result."
Lance Merker
CEO, OmniUpdate
"I have the utmost regard for SEG’s integrity, perseverance and attention to detail. Their seasoned negotiation skills and their unique ability to manage both the seller's and buyer's expectations were simply invaluable."
Rose Lochmann
Founder, A.L. Wizard

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"Their level of professionalism and efficiency throughout the process was bar none. I definitely could not have achieved the great outcome we did without SEG at our side!"
Shaul Kuper
Founder & CEO, Destiny Solutions
"As someone who has done several M&A deals and worked with countless advisors, I know great. The Software Equity Group team delivered! They were professional, attentive, and extremely knowledgeable about our industry."
Terry Slattery
CEO, CheckpointID
"I was a skeptical of the value an M&A advisor could provide. I was wrong. I learned more in the first 45 days working with SEG than in six years running the company. The result was a financial outcome that significantly exceeded expectations."
Dr. Dan Patterson
Former CEO, Acumen
"The SEG team was dedicated, aggressive when need be, and effectively ran a highly strategic, competitive process that drove valuation. In the end, SEG exceeded our expectations.”
Robert Balgely
CEO, Mersive Technologies
"It was an absolute pleasure to work with SEG! The team provided unmatched insight, expertise and understanding of strategic relationships in our industry."
Alice Reimer
CEO and Founder, Evoco

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