Lee: Transferring App Exchange accounts requires escalating directly to senior Microsoft management
Trevor Lee · The Lean SaaS Exit: PLG, Profitability, and a Strategic Acquisition · May 20, 2025 · at 13:50
Trevor Lee, founder of Genius Sheets, shares tactical advice on overcoming IT and administrative blockers when transferring app assets during an M&A transaction.
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“Try and find a friend who works there high up. Like that's literally the only thing that worked for us is like we had to get senior management involved. Out of like the IT loophole we were stuck in.”
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