Your Partner in SaaS Growth & Exit Planning
A word from Heath
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My Approach
I take a structured, results-driven approach to:
Launching Strong – Helping SaaS founders navigate entity formation, contracts, and financial foundations.
Scaling with Purpose – Optimizing pricing, team structure, marketing, and operational systems.
Exiting for Maximum Value – Preparing financials, positioning for strategic buyers, and negotiating deals.
Scale & Growth
Sales & Revenue Growth - Sales projections, tools, teams, and pricing strategies.
Marketing & Branding - Positioning, demand generation, and lead acquisition.
Operational Systems & Teams - Processes, People, automation, hiring, and leadership development.
Financial Planning & Scorecards - Setting and tracking 3-year and 10-year goals
Exit Planning & Business Valuation
100% of business owners will exit their business eventually...
Preparing for an Exit
How much - Identifying your financial number and ideal valuation.
Revenue Streams - Structuring revenue streams: One-time, recurring, and product/service mix
Clear Financials - Preparing financials, accounting methods, and business structure for due diligence
Selling Your Business
- Understanding LOIs, negotiations, and due diligence steps
- Working with brokers, listing platforms, and strategic buyers
- Navigating post-sale transitions and potential second payouts

Heath Aldrich
After I exited my business, I found that I enjoyed helping other business owners by helping them avoid the painful lessons I experienced... also known as learning the hard way.
I enjoy learning about other businesses and have a unique perspective on what it takes to build, scale, and exit a business in the software industry.
There are many unique aspects of the software business. The best way to avoid them is to take advantage of someone who has already been there. I'd love to speak with you and help.