Latest / The Acquisition Talk with Fexingo: Mergers, Buyouts, and Business Sales for Operators
How Customer Churn Erodes M&A Valuations
In this episode of The Acquisition Talk, Lucas and Luna examine how customer churn silently destroys merger valuations. They explore a specific case where a software seller underestimated recurring revenue instability, leading to a fifteen percent valuation haircut. The hosts discuss the difference between voluntary and involuntary churn, why net revenue retention matters more than gross additions, and how buyers adjust their due diligence when they spot early warning signs in contract renewals. This is Episode 188.
#MergersAndAcquisitions #CustomerChurn #ValuationAdjustment #DueDiligence…
The skinny
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