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    Get Trajectory Video Briefs

    Tactical M&A Guides & Video Transcripts for Founders

    Short, high-signal explanations of how institutional buyers value, diligence, and acquire private tech companies.

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    Exit Readiness · Planned: 4:00

    What is Quality of Exit (QoE) and Why Do Buyers Score It?

    A breakdown of the 9 core diligence levers buyers inspect before signing an LOI.

    • Review the nine factors buyers examine before an LOI.
    • Identify readiness gaps before entering the sale process.

    Transcript available when the video is published.

    Video coming soon

    Advisor Roles · Planned: 3:30

    Exit Coach vs Investment Banker: When to Engage Which?

    Why investment bankers manage the sale process, while exit coaches build the underlying company value 18-24 months prior.

    • Separate 18–24 month operational preparation from transaction execution.
    • Understand when readiness work and banker engagement complement each other.

    Transcript available when the video is published.

    Video coming soon

    Financial Diligence · Planned: 5:00

    Top 5 EBITDA Add-Back Traps in Tech Acquisitions

    Examples of aggressive owner add-backs that private equity buyers reject during quality of earnings audits.

    • Distinguish supported pro-forma adjustments from ongoing business costs.
    • Document owner expenses and adjustments for buyer review.

    Transcript available when the video is published.

    Video coming soon

    Deal De-risking · Planned: 4:30

    Eliminating Founder Dependency 18 Months Before Sale

    Practical playbook for transferring key enterprise accounts and sales pipeline to a VP-level team.

    • Transfer pipeline ownership and key accounts to the executive team.
    • Demonstrate that customer relationships can continue without the founder.

    Transcript available when the video is published.

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