SDR Ventures

AUGUST 24, 2022

Advisory Panel Members: – Scott Mitchell , Director of Investment Banking, SDR Ventures – Spencer Clawson, Partner, Peterson Partners – Thomas Courtney, President & CEO, The Courtney Group – Doug Rodgers, Chairman, Focus Investment Banking To read Axial’s coverage of the roundtable event, click here.

M&A 52

M&A Capital Raising Investment Banking Business 52

How2Exit

JUNE 12, 2023

The process of due diligence involves taking a close look at the financial, operational, and technical aspects of the business in question. This can include things like analyzing financial statements, reviewing contracts and agreements, and examining the technical infrastructure of the business.

Business 130

Business Investment Profitability Risk Assessment 130

M&A Leadership Council

JUNE 18, 2024

Data Collection: Gather relevant data and documents, such as financial statements, legal filings, operational reports, and market analyses: Collect historical and current financial statements, including balance sheets, income statements, and cash flow statements.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

Mergers and Inquisitions

MAY 29, 2024

However, many people also use the term more broadly to refer to equity, debt, and advisory for infrastructure assets. In riskier verticals, such as mining, the required DSCR is much higher to account for the added risk of commodity prices. Time Frame and Model Structure The time frame and model structure also differ in Project Finance.

Corporate Finance 59

Corporate Finance Financial Modeling Financial Models Finance 59

How2Exit

MARCH 23, 2023

Joe Valli, a serial entrepreneur and founder of Quiet Light Brokerage, one of the leading online-focused M&A advisory firms in the world, has helped facilitate over a half billion in exits. This is a list of all the items that are used to fund the business, such as car leases, cell phone coverages, and Netflix accounts.

M&A 130

M&A Business Book-building Sale 130

M&A Leadership Council

JUNE 18, 2024

Data Collection: Gather relevant data and documents, such as financial statements, legal filings, operational reports, and market analyses: Collect historical and current financial statements, including balance sheets, income statements, and cash flow statements.

Risk Assessment 40

Risk Assessment M&A Risk Management Mergers and Acquisitions 40

GillAgency

FEBRUARY 10, 2022

Financial Role You will need to have very clean books, records and financials as well as a bullet-proof valuation of your business – the purchase price. As such, your accountant or CFO has to be part of the exit team. If you cannot divulge the sale to your CFO or accountant, consider hiring an external accountant.

Business 52

Business Sale Broker IT 52

How2Exit

AUGUST 8, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. rn In the podcast, Chelsea Mandel, the founder of Ascension Advisory, discusses her experience in the real estate and M&A space, particularly in sale-leasebacks.

Sale 130

Sale Mergers and Acquisitions Business M&A 130

Devensoft

AUGUST 22, 2023

The Enterprise Value Calculator: An Overview The Enterprise Value Calculator is a sophisticated tool designed to assess the true value of a company by considering its financial performance, market position, and growth potential. This includes financial statements such as the income statement, balance sheet, and cash flow statement.

Valuation 52

Valuation M&A Utilities Mergers and Acquisitions 52

How2Exit

FEBRUARY 17, 2025

(How to Fix It Before You Sell) - Watch Here About the Guest: Alina Rivera is a business valuation expert and the founder of Advising Puerto Rico , a firm specializing in business advisory, financial planning, and fractional CFO services. A tax accountant ensures compliance.

Business 130

Business IT Valuation Economics 130

Growth Business

MARCH 14, 2025

They will no longer have to do a statutory audit of their annual accounts and won’t need to produce a strategic report. These new thresholds account for inflation thats taken place since the thresholds were last updated. Talk it over with your accountant if you haven’t already.

IT 52

IT Accountant Business Financial Statement 52