Most Deals Are Won or Lost Before Buyers Ever See Your Business.
Most advisors arrive when you're ready to sell. Vestara arrives when you need to get ready — and stays until the wire hits your account.
Trusted by founders in
The Problem Most Founders Face
You've built something valuable. Most advisors will help you sell it. Very few will help you maximize it.
The average founder leaves 20–40% of enterprise value on the table — not because they didn't work hard enough, but because they started the exit process too late and with the wrong advisor.
Most M&A advisors are paid only on close — so they're incentivized to rush you to market, not prepare you.
Buyers are sophisticated. They will find every weakness in your business. The question is whether you find it first.
Earnouts are the #1 way buyers claw back value after close. Most advisors accept them as standard.
The Vestara Difference
We charge a retainer because real preparation is real work.
Close Rate
Every engagement we take closes
Fewer Earnouts
vs. industry average
Recent Transactions
Across B2B tech & services
EBITDA Exit
Our founder's own exit to KPMG
Why Vestara
Four things no other advisor in our space can say.
We Charge a Retainer — Because We Actually Prepare You
Success-fee-only advisors are incentivized to rush you to market. Our retainer funds the 6–18 months of preparation that makes the difference between a good deal and a great one. We've never had an engagement not close.
55% Fewer Earnouts Than the Industry Average
Earnouts are how buyers hedge against a seller's optimism. We eliminate the conditions that make buyers demand them — before you ever go to market. Our clients keep what they're promised.
Our Lead Advisor Sold His Own Company to KPMG at 12× EBITDA
Pete Martin isn't just an M&A advisor — he's a founder who successfully exited. He knows what it feels like to be on your side of the table, and he brings that operator perspective to every engagement.
Exclusively B2B Tech & Services — We Speak Your Language
We don't advise restaurants, manufacturers, or retail businesses. We exclusively serve B2B SaaS, MSPs, agencies, and professional services firms — because the valuation metrics, buyer universe, and deal structures are fundamentally different.
Our Process
A 5-phase, 67-step process. Built for founders who don't want surprises.
From the first conversation to the wire hitting your account, every step is documented, sequenced, and explained. No black boxes. No surprises. Just a clear path to a clean close.
See the Full ProcessExit Readiness Assessment
25 questions across 4 dimensions. We identify every gap before buyers do.
Preparation & Value Engineering
6–18 months of targeted improvements. We fix what buyers will use against you.
Market Positioning & Packaging
CIM, financial model, buyer thesis. We tell your story the way buyers need to hear it.
Buyer Identification & Outreach
Strategic and financial buyers. We run a competitive process that creates leverage.
Negotiation, Due Diligence & Close
We stay at the table until the wire hits. No hand-offs, no junior associates.
Industries We Serve
We only work in B2B tech and services. That's not a limitation — it's a superpower.
B2B SaaS
ARR, NRR, churn, CAC payback — we speak the metrics that drive SaaS valuations.
Managed Services (MSPs)
MRR, contract stickiness, and the strategic buyer universe for IT services businesses.
Digital Agencies
Client concentration, retainer ratios, and the acqui-hire vs. strategic sale calculus.
Professional Services
Utilization rates, partner dependency, and the transition risk that kills deals.
B2B Software
License vs. subscription models, IP ownership, and the strategic acquirer landscape.
Not Sure?
Take the Exit Readiness Assessment and we'll tell you exactly where you stand — and what to do next.
A Real Transaction. Real Founders.
This is what a successful exit looks like.
Deal Closed
Portfolio Creative
Acquired by Stafford Technology
Sell-Side Advisor
Portfolio Creative acquired by Stafford Technology
Portfolio Creative's founders Catherine and Kristen built a thriving creative services business. When they were ready to exit, Vestara served as their sell-side advisor — preparing the business, identifying the right buyer, and guiding them through close. The result: a clean acquisition by Stafford Technology with no earnout.
Earnout
Zero
Outcome
Full Price, Clean Close
Buyer Type
Strategic Acquirer
Advisor
Vestara Advisors
More Closed Transactions
Transaction Closed
Confidential B2B SaaS Co.
A bootstrapped B2B SaaS founder engaged Vestara well before going to market. We restructured revenue recognition, tightened the customer concentration profile, and built a buyer-ready data room. The result: a PE-backed strategic acquirer at 3.3× revenue with a structured 1-year non-performance earnout — meaning the earnout triggers only if the business underperforms, not based on buyer discretion.
Multiple
3.3× Revenue
Earnout
1-Yr Non-Performance
Earnout Risk
Seller-Protected
Buyer Type
PE-Backed Strategic
"Vestara found $2.1M of value we were leaving on the table. The preparation phase alone paid for itself ten times over."
— Founder, B2B SaaS (name withheld at client request)
Transaction Closed
Confidential MSP
A regional managed services provider came to Vestara after a failed attempt to sell independently. We identified key person dependency risks, restructured service agreements to multi-year contracts, and ran a competitive process with qualified buyers. The owner closed at 8.3× EBITDA — with a 10% equity rollover that gives them continued upside in the acquirer's growth.
Multiple
8.3× EBITDA
Equity Rollover
10%
Earnout
Zero
Buyer Type
National MSP Roll-up
"I tried to sell on my own and got lowballed. Vestara ran a real process and got me $1.4M more than the best offer I had before."
— Owner, Regional MSP (name withheld at client request)
"Pete and the Vestara team found issues in our business that we didn't even know existed — and fixed them before buyers ever saw them. We closed at a multiple we didn't think was possible."
SaaS Founder
B2B SaaS, $8M ARR
"I talked to four other advisors before Vestara. They all wanted to take us to market immediately. Vestara told us to wait 14 months and prepare. That preparation added $3.2M to our sale price."
MSP Owner
Managed Services, $4.5M MRR
"The earnout conversation never even happened. Vestara had eliminated every condition buyers use to justify them. We got a clean close, full price, no strings."
Agency Founder
Digital Agency, $12M revenue
"We don't just help you sell. We help you exit on your terms, at your number, with no regrets."
— Pete Martin, Founder & Lead Advisor, Vestara Advisors
Free Resources
The Founder's Exit Library
Four comprehensive guides built from hundreds of B2B tech transactions. Download free — no catch, no paywall.
Free Exit Readiness Assessment
Find out exactly where you stand — in 12 minutes.
25 questions across 4 dimensions: Financial Performance, Business Operations, Market Position, and Exit Readiness. You'll receive a personalized PDF report with specific recommendations.
Start the Free AssessmentFinancial Performance
Revenue quality, EBITDA margins, growth trajectory
Business Operations
Systems, processes, key person dependency
Market Position
Competitive moat, customer concentration, NPS
Exit Readiness
Documentation, legal structure, transition planning