How Dan Built and Sold His SaaS Business

Dan Cooperstock was the Founder of Cooperstock Software (Software4NonProfits.com), which writes and sells Windows programs for tracking donors, contributions, and bookkeeping. He previously held senior roles in software and programming companies, including Senior Software Developer for Quest Software, Senior Technical Consultant for HEPCOE Credit Union, and Senior Systems Developer for CIBC Wood Gundy Securities. Dan is an active member, having held various leadership positions for both local and national bodies of the Religious Society of Friends (Quakers).

Dan received his bachelor's in mathematics and philosophy from the University of Toronto, his master's degree in mathematics from the University of Oxford, and his master's in computer science from the University of Toronto.

In this episode…

You've spent years building your business, so when it comes time to sell it, how can you ensure it will be in the right hands? What steps can you take to build a transferable company geared toward growth?

Dan Cooperstock recommends you focus on what you care about, and your passion will be your guide to building an enduring enterprise. Many buyers are searching to purchase a business that is easily transferable with secure transactions. Dan programmed software that was transferable upon his exit, but he wanted to be sure his work would be in the right hands. For a smooth transition, building a questionnaire and engaging in conference calls is one way to guarantee stability in the exiting process. So, what other steps can you take for a seamless exit?

In this episode of the Quiet Light Podcast, Joe Valley sits down with Dan Cooperstock, Founder and former Owner of Software4NonProfits.com, to discuss designing software and streamlining the exit process. Dan details why buyer conference calls are an important part of selling your business, discusses overseeing due diligence, and how partnering with your buyer cultivates a better experience for your clients.