Trusted SaaS M&A Experts with Specialized Services
Beyond M&A: Expert valuation, litigation support, and financial modeling to empower SaaS founders with clarity and confidence.
Litigation
Business Valuation
Financial Models
Our Specialized Services
Our in-house team of CPAs, CFAs, and financial analysts delivers high-impact support across valuation, litigation, and financial modeling. We apply deep SaaS expertise and technical precision to every engagement — whether it’s determining your company’s true market value, building robust financial models, or providing expert analysis in legal disputes. With a clear, data-driven approach, we help founders, investors, and legal teams make confident, informed decisions that drive real results.
Business Valuation
Our in-house team of CPAs and CFAs builds comprehensive, defensible valuations tailored to the unique dynamics of SaaS businesses. We go far beyond basic revenue multiples — incorporating key metrics like customer retention, cohort performance, net dollar retention, and recurring revenue trends to produce a detailed, data-driven picture of enterprise value. Every valuation we deliver is grounded in real-world market conditions and designed to hold up under investor, buyer, or legal scrutiny.
This valuation process is critical whether you’re preparing for a sale, raising capital, resolving a dispute, or simply planning for growth. We tailor each engagement to your strategic goals, helping you understand not just what your business is worth today — but what drives its long-term value tomorrow.
Litigation
When legal disputes arise, having a trusted financial expert by your side can make all the difference. At Bookman Capital, we assist founders, shareholders, and legal teams with expert financial analysis and valuation support in high-stakes litigation matters. From shareholder disagreements to M&A disputes, we deliver the objective insight required to support your legal strategy and strengthen your case.
Our team prepares expert witness reports, performs forensic financial analysis, and offers clear, defensible valuation opinions based on SaaS-specific metrics and financial structures. Whether in negotiation, arbitration, or court, we act as a credible partner helping you navigate complex legal challenges with clarity and confidence.
Financial Models
Take control of your SaaS company’s financial future with dynamic, investor-ready financial models tailored to the metrics that matter. Our models are custom-built to highlight MRR, ARR, churn, CAC, LTV, burn rate, and other SaaS KPIs — giving you a clear and actionable view of your company’s financial health. Whether you’re raising capital or planning a strategic exit, we help you present your numbers with precision.
Each model is structured to support scenario planning, sensitivity analysis, and long-term forecasting. Designed by professionals who understand the nuances of SaaS growth, our models don’t just report the past — they help you shape the future.
Ready to Sell Your Business? Let’s Talk.
