Remove 2025 Remove Sale Remove Valuation
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What’s the difference between an asset sale vs. stock sale for tech companies?

iMerge Advisors

Summary of: Asset Sale vs. Stock Sale: What Tech Founders Need to Know When a technology company enters M&A discussions, one of the earliest and most consequential decisions is whether the transaction will be structured as an asset sale or a stock sale. Defining the Structures What Is an Asset Sale?

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How do I value a software company with recurring revenue?

iMerge Advisors

A Strategic Guide for Founders and CEOs For software founders contemplating a sale, the question of valuation is often the firstand most complexhurdle. Understanding the Core Valuation Framework At its core, software company valuation is typically based on a multiple of earnings or revenue.

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RIA Valuation Multiples: 2024 Report

Sica Fletcher

The following article examines valuation multiples for registered investment advisor (RIA) firms as of 2024, based on data gathered from our SF Index and available third-party sources. How these client demographics affect RIA valuations really depends on what the buyer is looking for, as indicated by the table below.

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Insurance Broker Valuation Multiples: Q3 2024 Projections

Sica Fletcher

The following report contains our projections for Q3 2024 insurance broker valuation multiples. Insurance Broker Valuation Multiples: Q3 2024 Projections Using these numbers as a baseline, let’s examine the insurance industry more closely to identify influential factors behind its specific changes.

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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

Know the timeline After a sale, buyers often expect you to stay on for one to two years as an employee or consultant. Missing this detail could complicate or kill the deal, delay your plans, or reduce the sale price. Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. This derisks the org.

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What should I include in a Confidential Information Memorandum (CIM)?

iMerge Advisors

For software and technology founders considering a sale, the CIM is a strategic asset that can shape buyer perception, drive valuation, and accelerate deal momentum. For buyers, its the foundation for initial valuation modeling and due diligence planning. But what exactly should a CIM include?

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Our SaaS AI product uses several open-source libraries and models (some of which we’ve fine-tuned). What licensing or IP issues might that raise in an acquisition, and how can we prepare for them?

iMerge Advisors

If your product incorporates open-source components especially if youve fine-tuned or modified them its critical to understand the licensing implications and how they may affect your valuation, deal structure, or even deal viability. Without clear ownership, you cant transfer rights in a sale.

M&A 40