OfficeHours

JULY 18, 2023

In a roll-up strategy, a private equity firm will attempt to consolidate a large number of smaller firms into a single, professionalized company with numerous benefits, including economies of scale and fixed cost leverage, valuation uplift (so-called “multiple arbitrage”), and acquisition expertise, among others. and how our process works.

Private Equity 130

Private Equity Equities Investment Mergers and Acquisitions 130

Devensoft

AUGUST 22, 2023

Navigating M&A valuations with precision is paramount for informed decision-making. Our guide equips you with step-by-step instructions on employing the Enterprise Value Calculator effectively, complete with insights into optimal practices for precision valuations. Let’s dive into the intricacies of this invaluable resource.

M&A 52

M&A Valuation Utilities Mergers and Acquisitions 52

How2Exit

SEPTEMBER 18, 2023

Ron rn rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. He is now the founder of a M&A advisory consultancy and brokerage, helping private practices in the healthcare sector prepare for sale and find buyers.

Healthcare 147

Healthcare Investment M&A Business 147

iMerge Advisors

APRIL 15, 2025

Well also explore how early preparation in these areas can materially impact valuation and deal certainty. A well-documented compliance program can enhance buyer confidence, reduce indemnity holdbacks, and even justify a premium valuation. Moreover, buyers may adjust deal terms based on compliance maturity.

Securities 40

Securities M&A Valuation Risk Assessment 40

Chesapeake Corporate Advisors

FEBRUARY 9, 2023

Key Figures That Impact Valuation A business with growing revenue will surely attract buyers at a good price, right? Various factors impact your business valuation. Simply growing your top line revenue isn’t enough to ensure a high valuation and a good offer. However, they still expect EBITDA to support the valuation.

Valuation 52

Valuation IT Profitability Sale 52

How2Exit

DECEMBER 11, 2023

b' E167: Peterson Acquisitions: A Unique Approach to Buying and Selling Businesses with Devin Craig - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

iMerge Advisors

APRIL 13, 2025

This type of outcome is common in tech M&A, where deal structure is as much about negotiation as it is about accounting. Final Thoughts Choosing between an asset sale and a stock sale is not just a legal formality its a strategic decision that can materially impact valuation, taxes, and deal certainty.

Sale 40

Sale Stock M&A Negotiation 40

Sun Acquisitions

JUNE 13, 2024

Step 2: Conduct a Comprehensive Business Valuation Understanding the actual value of your business is crucial for a successful sale. A comprehensive business valuation involves assessing tangible and intangible assets, market conditions, and future growth potential.

Sale 59

Sale Mergers and Acquisitions Negotiation Business 59

How2Exit

MARCH 31, 2024

Patrick brings his expertise from a solid educational foundation with a degree in accounting from James Madison University to his current position as the founder and managing director of M&A transaction services at O'Connell Advisory Group. rn rn rn Emotional readiness and concessions are critical in M&A transactions.

Business 130

Business Mergers and Acquisitions Securities M&A 130

Mergers and Inquisitions

OCTOBER 16, 2024

But most coverage suggests generic answers about wanting to learn a lot, liking financial analysis or valuation, or wanting to “understand different industries.” So, in my first year at [University Name] , I’ve taken a few accounting and finance classes and worked on a stock pitch for [Company Name] in the student investment fund.

Investment Banking 111

Investment Banking Bank Banking Investment 111

Francine Way

JULY 7, 2017

Transaction Criteria: Valuation: Is there a targeted floor and ceiling to transaction multiple used to value the target? These parties include board members, CEOs, CFOs, corporate development officers, salespeople, marketing staffers, vendors, suppliers, attorneys, accountants, bankers, and investment bankers. Any unions?

M&A 130

M&A Acquisitions Consulting Capital 130

Lake Country Advisors

OCTOBER 31, 2024

This structure is commonly used by professionals such as lawyers and accountants because it provides personal asset protection, ensuring partners can fully engage in the business without assuming responsibility for the debts or legal issues caused by others.

Business 52

Business Profitability Debt Shares 52

Sica Fletcher

APRIL 30, 2024

This article presents a step-by-step guide on how to value an insurance agency - both in the sense of how a valuation agency/M&A advisor goes about valuation, and also in terms of what insurance agency owners can do to maximize their valuation prior to running an M&A deal.

Insurance 52

Insurance Valuation M&A S&P 52

Successful Acquisitions

MARCH 2, 2023

In order to adequately discuss value, it is first necessary to understand how value is determined and what theoretical valuation approaches have to do with the practical realities of closing deals. Valuations come in many forms and there are a number of approaches to arriving at a company’s value. sales or 7x EBITDA.

Valuation 52

Valuation Discounted Cash Flow DCF M&A 52

SDR Ventures

AUGUST 24, 2022

Advisory Panel Members: – Private Equity Investors – Investment Bankers – M&A Accounting Professionals – M&A Legal Firms To watch GF Data’s full coverage of the roundtable event, click here. Overall, 2021 appears to be headed for a significant surge in deal activity at strong valuations.

Middle Market 52

Middle Market Private Equity Equities M&A 52

Solganick & Co.

JULY 12, 2024

Acquisitions of AI-related companies in Q2 of 2024 accounted for 195 technology deals, down from 2021 highs but continuing a recent uptrend. It will be a buyer’s “techquisition” market as valuations face pressure.

M&A 52

M&A Mergers and Acquisitions Investment Banking Funds 52

Sun Acquisitions

SEPTEMBER 14, 2023

Consider seeking the expertise of professionals such as business appraisers, business brokers or investment bankers to determine a realistic valuation range. Assemble a Strong Advisory Team: Enlisting the support of experienced professionals is crucial in navigating the M&A landscape.

M&A 59

M&A Business Negotiation Mergers and Acquisitions 59

Sica Fletcher

MARCH 26, 2024

Valuation For a more in-depth examination of the valuation process, consult our previous article on the subject here. Once an agency owner completes their initial preparations, the next step is to complete a full valuation of the agency. Valuation is a process in and of itself. Account-Based.

M&A 52

M&A Insurance Valuation Advisory 52

OfficeHours

JUNE 5, 2023

Private equity consulting firms go beyond traditional advisory services by providing value-added services to their clients. Private equity consulting firms play a crucial role in the success of portfolio companies by providing specialized expertise and strategic guidance. investment banking, private equity , VC, etc.)

Private Equity 147

Private Equity Consulting Portfolio Equities 147

Solganick & Co.

JANUARY 2, 2024

Valuation Issues : Setting an unrealistic valuation can deter potential buyers or lead to a disconnect between seller expectations and market realities. Valuation discrepancies often emerge from differences in perspective on the company’s future growth prospects or the technological landscape. About Solganick & Co.

M&A 52

M&A Negotiation Valuation Mergers and Acquisitions 52

How2Exit

JULY 23, 2023

Ron Sponsor: Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Carvalho's own journey from working at Deloitte to starting his own M&A advisory firm and co-founding Divestopedia is a testament to the power of focus and specialization.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

iMerge Advisors

APRIL 14, 2025

But in nearly all cases, the quality and clarity of your financial documentation will directly impact valuation, deal structure, and buyer confidence. GAAP-Compliant Financials These follow Generally Accepted Accounting Principles (GAAP), ensuring consistency and comparability, but may not be audited.

Sale 40

Sale M&A Valuation Private Equity 40

Sica Fletcher

MAY 8, 2024

And it certainly does not stop less-than-reputable advisory firms from agreeing to represent you and taking their regular retainer fees, despite knowing full well your agency can’t be sold. Here’s a tough fact to swallow, but it’s important that we make the statement: nearly half the agencies that owners bring to market are not sellable.

Insurance 52

Insurance M&A Valuation Advisory 52

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. It is also important to have an accurate valuation of the business and to be aware of any liabilities or assets that could affect the sale.

M&A 130

M&A Business Book-building Sale 130

Sica Fletcher

JULY 1, 2024

Although the seller’s goal does impact how each M&A transaction is conducted, it does not affect whether or not they need to improve their brokerage prior to the initial valuation. Trust Accounts. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Insurance 52

Insurance M&A Advisory Funds 52

iMerge Advisors

APRIL 16, 2025

For founders and CEOs, understanding the role of due diligence is essential to both maximizing valuation and ensuring a smooth transaction. But for sellers, its also a chance to demonstrate operational maturity, reduce perceived risk, and justify premium valuation multiples. Compliance: Are data privacy policies (e.g.,

M&A 40

M&A Valuation Debt Advisory 40

Sica Fletcher

SEPTEMBER 3, 2024

The following article details the process of selling an insurance agency book of business in 2024, including deviations from the process of selling an agency, the valuation process, and common payout structures. This means getting a formal valuation done - typically through your M&A advisor, but sometimes through a third party.

Insurance 52

Insurance Business Valuation M&A 52

Chesapeake Corporate Advisors

MAY 7, 2024

They prepare a business valuation (which tells you what the company is worth), market your business to buyers, facilitate meetings between your management and the buyers’, negotiate with finalists, manage the rigorous due diligence process, and coordinate with the rest of your team.

Business 52

Business Sale M&A Negotiation 52

Sica Fletcher

AUGUST 6, 2024

To begin, we need to start with a few definitions: Investment Banks: We use the colloquial meaning of “investment banks,” which often includes M&A advisory firms and other financial services firms that facilitate the growth and sale of insurance agencies around a possible sale.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Software Equity Group

MAY 23, 2023

It’s an accounting acronym that means Earnings Before Interest, Taxes, Depreciation, and Amortization (note: EBITDA is usually pronounced as a single word – Ee-bit-dah – rather than spelled out as individual letters). To get a sense of your company’s profitability, the most common metric buyers examine is known as EBITDA.

Profitability 52

Profitability Accountant Recruitment Mergers and Acquisitions 52

iMerge Advisors

APRIL 10, 2025

This article outlines the key regulatory hurdles in cross-border M&A for tech companies, with a focus on how they impact deal structuring, valuation, and execution timelines. These restrictions can affect not only deal feasibility but also valuation. Similarly, a Chinese buyer may be blocked from acquiring a U.S.

M&A 40

M&A Valuation Acquisitions Advisory 40

Mergers and Inquisitions

SEPTEMBER 11, 2024

Operating metrics and valuation multiples , especially for the assets and companies that are the most different (see below). Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: What Do You Do as an Analyst or Associate?

Investment Banking 59

Investment Banking Bank Banking Investment 59

How2Exit

MARCH 30, 2023

By taking these factors into account, entrepreneurs can make sure that they are making the best decision for their business. By taking these factors into account, entrepreneurs can make sure that they are making the best decision for their business. Concept 2: M&A Market Is Robust The M&A market is currently very robust.

Business 130

Business Sale M&A Mergers and Acquisitions 130

Sica Fletcher

MAY 15, 2024

essentially boils down to three major steps: Determine your insurance agency’s EBITDA Determine the standard valuation multiple for an agency of your size Multiply your EBITDA by the multiple to determine your expected payout (i.e.,

Insurance 52

Insurance S&P M&A Valuation 52

iMerge Advisors

APRIL 14, 2025

As we noted in Mergers & Acquisitions: Allocation of Purchase Price Disagreements , even small differences in accounting treatment can lead to six-figure swings in value. Sellers should proactively model deferred revenue impacts and align with the buyers accounting team early in the process.

Negotiation 40

Negotiation Acquisitions M&A Mergers and Acquisitions 40

Viking Mergers & Acquisitions

MAY 4, 2023

Having his father as a role model has allowed Jacob to gain empathy for his clients and pursue successful business transaction advisory to aid families and individuals as they fulfill their exit strategy through Viking. Jacob was drawn to the dynamic family atmosphere and accountability that came along with a career at Viking.

Broker 52

Broker Mergers and Acquisitions Business Finance 52

Solganick & Co.

APRIL 24, 2024

Here are the highlights of the report: Transaction volume and valuation multiples for technology services companies has remained solid during the first quarter of 2024, continuing to exceed pre-pandemic levels in aggregate. of all transactions through YTD. This indicates continued strong demand for cloud services.

Mergers 52

Mergers Mergers and Acquisitions M&A Consulting 52