Cobbleport IT Sale Memorandum
Sell my business pitch deck for an IT services company
A pitch deck for selling a business has to prove that the earnings will survive the owners leaving, because that is what a buyer is paying for. Cobbleport IT, an invented managed services firm, shows 70 percent recurring revenue, 61 clients by tenure without names and a price of six times EBITDA with a fifth paid on retention.
Every slide, in order
The whole deck as it renders, one slide after another. Read it the way the audience would.
The structure
What each slide is doing, so you can reuse the order even with different content.
- Slide 1cover
- A discreet cover marked confidential, because a sale deck circulates to a short list of buyers.
- Slide 2intro
- Why the owners are selling and what kind of buyer they want, which every acquirer asks before looking at numbers.
- Slide 3metrics
- Eight headline numbers on one wall, led by revenue, EBITDA and recurring clients.
- Slide 4metrics
- Three years of revenue and EBITDA in a table, so the margin trend is visible and not asserted.
- Slide 5metrics
- Revenue by service line as a donut, since a buyer prices recurring and project revenue differently.
- Slide 6metrics
- The top ten clients by tenure without names, so concentration and loyalty can be judged before an NDA reveals who they are.
- Slide 7pillars
- What transfers to the buyer, as four assets on a foundation of people, since a services company is sold as a team.
- Slide 8timeline
- The twelve month transition, phase by phase, tied to the earn out.
- Slide 9investment
- The asking price as a rationale, EBITDA times a multiple, with the payment structure that shares the transition risk.
- Slide 10checklist
- The sale process in five steps, so a buyer knows what happens after this deck.
- Slide 11closing
- A quiet close that routes every question through one adviser, as a confidential sale requires.
Slide by slide
Slide one is a discreet cover marked confidential with the asking price. Slide two explains why the owners are selling and what they want from a buyer. Slide three is eight headline numbers. Slide four is three years of revenue and EBITDA. Slide five is revenue by service line as a donut. Slide six is the top ten clients without names. Slide seven lists what transfers, built on the 28 staff. Slide eight is the twelve month handover. Slide nine is the asking price and its structure. Slide ten is the sale process in five steps. Slide eleven routes every question through the adviser.
How to adapt this deck
A business selling to a private equity buyer rather than a strategic one should add a slide on growth the new owner could fund, since a financial buyer pays for the next five years, not the last three. A product company should replace the service line donut with revenue by product and add customer churn. A business where the owner is still most of the client relationships should say so and lengthen the handover, because hiding that dependence only moves the problem into due diligence.
What buyers ask for
Business.gov.au describes the three common ways to value a business, comparing sales of similar businesses, net assets and return on investment, and lists the documents to have ready before selling. A buyer of a services firm will usually work from an earnings multiple, adjust EBITDA for owner salaries and then test how much revenue depends on the owners personally. This deck answers each in turn: normalisation in the table caption on slide four, recurring share on slide five and the handover structure on slide eight.
What makes this deck work
The price is a calculation
Slide nine multiplies 1.512 million dollars of normalised EBITDA by 6.0 to reach 9.07 million, rounded to 9.1, then splits it into 7.28 million at completion and 1.82 million on retention. A buyer can disagree with the multiple, but not with the arithmetic.
Concentration is shown without names
Slide six lists the top ten clients by sector, tenure and share of revenue, together 41 percent, the largest 6.1 percent. A buyer can judge concentration and loyalty before a confidentiality agreement reveals who the clients are.
The handover is tied to the earn out
Slide eight runs the transition over twelve months and ends with the retention test that releases the earn out at 90 percent or more. The owners share the risk of clients leaving, which is what a buyer of a services firm fears most.
Questions people ask
What goes in a pitch deck to sell my business?
Why you are selling, the financial track record, revenue quality, customer concentration, what transfers, the handover plan, the asking price and how it was reached, and the sale process. Keep it confidential and short; the detail goes in the data room after a confidentiality agreement.
How do I show customers without naming them?
List them as Client A to J with sector, tenure and share of revenue. That lets a buyer judge concentration and loyalty without exposing relationships before an agreement is signed. Release names in the data room once the buyer is under confidentiality.
How do I justify an asking price in a sale deck?
Show the earnings figure, any normalising adjustments, the multiple and why that multiple fits, and the payment structure. This deck uses normalised EBITDA times six, justified by recurring revenue and retention, with a fifth paid as an earn out on retention.
What is an earn out in a business sale?
Part of the price paid later, only if the business hits an agreed measure after the sale. Here 20 percent of the price is paid at month twelve if 90 percent or more of recurring revenue is retained. It shares the risk of clients leaving with the buyer.
Should a sale deck say why the owners are leaving?
Yes, near the start. Buyers assume the worst when no reason is given. A plain reason, such as the business outgrowing two owners, and a commitment to stay for a paid handover, answers the question before it becomes a suspicion.
How do I keep a sale deck confidential?
Mark it confidential, send it only to named buyers, leave out client names and staff details, and route every question through an adviser. A share link in the editor can be disabled from the dashboard deck menu if a buyer drops out.
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