From Burnout to Breakthrough: Navigating the Project Neptune Exit

Key Topics Covered:

Intro to Project Neptune – A high-growth, high-margin MSP built by a husband-and-wife team.

Why Sell? – The founders sought scale, not an exit. They wanted to join a larger platform.

The Process – Revenue Rocket led packaging, marketing, and diligence with 180+ buyer targets and 12+ indications of interest.

Deal Structure – Final deal included cash at close, equity roll, and a minor earnout.

Valuation Expectations – Reality vs. wishful thinking and how credible advisors help bridge the gap.

Lessons Learned – Managing bumps in the road (e.g., buyer-side delays), and keeping the seller focused on growth.

Takeaways:

Not every sale is a full exit—“selling in” can unlock long-term growth.

A structured process with a wide buyer pool yields better results than reacting to unsolicited offers.

Great deals require great preparation: clean financials, clear strategy, and trusted advisors.

Flexibility in deal structure is key—enterprise value is only part of the picture.

The right advisor will do the heavy lifting so founders can keep running the business.

Listen to Shoot the Moon on Apple Podcasts or Spotify.

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