How Software Earnouts Now Track Revenue Visibility cover art

How Software Earnouts Now Track Revenue Visibility

How Software Earnouts Now Track Revenue Visibility

Listen for free

View show details
Episode 79 of Tech M&A with Fexingo. Lucas and Luna explore why strategic buyers are now tying earnout payments to the timeliness of revenue recognition — not just revenue totals. They unpack a recent mid-market SaaS deal where the buyer inserted a 90-day 'revenue visibility window' clause after discovering the target's backlog was being booked as deferred revenue with no clear conversion timeline. The hosts tie this to broader market signals: Adobe's 4% gain and ServiceNow's 5.7% rise in a week where software stocks like Oracle shed 15% — suggesting investors are rewarding companies with predictable revenue streams. Plus, a look at how the SEC's latest revenue recognition guidance is reshaping M&A term sheets. #RevenueVisibility #SoftwareM&A #SaaS #Earnouts #EarnoutStructure #RevenueRecognition #SEC #ASC606 #Adobe #ServiceNow #Oracle #TechM&A #StrategicBuyers #DueDiligence #Business #Technology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
adbl_web_anon_alc_button_suppression_t1
No reviews yet