Lake Country Advisors

AUGUST 8, 2024

Accurate and appropriate valuation is one of the pillars of maximizing the profits from a business sale. Adjust for Differences: Make necessary adjustments to account for differences between the target company and the comparables, such as growth rates or profit margins.

Valuation 97

Valuation Discounted Cash Flow S&P DCF Analysis 97

Razorpay

MARCH 11, 2024

Flights and hotels are easy to book, popular destinations are suggested on the web, and so is access to currency conversions. It supports overseas education , facilitating remittances for tuition fees, living expenses, and books. Travel -related expenses, including tickets and hotel bookings.

Accountant 52

Accountant Medical Education Investment 52

How2Exit

SEPTEMBER 4, 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. He highlights the value of clean books and the benefits of getting a quality of earnings report before selling a company.

Business 130

Business Mergers and Acquisitions Book-building Profitability 130

How2Exit

NOVEMBER 8, 2023

He explains the concept of open book management and how it can demystify financials for employees. They stress the importance of aligning education, accountability, and incentives to the goal of building a great company. Steve emphasizes the importance of teaching people how to make money and generate cash in a business.

Business 130

Business Book-building Accountant Education 130

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. Why Sell Just the Book? Selling an insurance agency book of business has a few advantages over selling the agency in total.

Insurance 52

Insurance Business Valuation M&A 52

How2Exit

MARCH 21, 2023

Additionally, it is important to ensure that any personal expenses are removed from the books before the business is put up for sale. This will give potential buyers a better understanding of the true profitability of the business and help them make an informed decision. It is also important to plan ahead when selling a business.

Business 130

Business Accountant Book-building Negotiation 130

Peak Frameworks

MAY 23, 2023

Understanding the Basics of Bookkeeping While bookkeeping is often conflated with accounting , it's crucial to distinguish between the two. Bookkeeping refers to the process of recording daily transactions in a consistent way, and it is a key component of the broader field of accounting. Balancing Books and Ledgers.

Financial Transaction 52

Financial Transaction Accountant Business Financial Statement 52

Peak Frameworks

MAY 8, 2024

Salvage value is an important concept in accounting and forecasting a company's financials. Importance of Salvage Value Salvage value is not just a residual figure in accounting; it plays a pivotal role in various aspects of financial management and decision-making.

Finance 52

Finance Finance Book-building Accountant 52

How2Exit

JULY 29, 2024

She's recently penned a book, "Get Acquired," which outlines actionable steps for owners to sell their own companies. Key Takeaways: Demystifying the Art of Selling Businesses : Christine's book "Get Acquired" serves as a comprehensive guide for small business owners looking to sell.

Business 130

Business Negotiation Book-building Shares 130

IBG

SEPTEMBER 11, 2024

The emphasis here is on profit “add-backs” – i.e., discretionary or peculiar expenditures that can be added back to the profits of the business.

Sale 52

Sale Business Financial Statement Profitability 52

TechCrunch: M&A

MAY 11, 2023

Getaround expects to realize up to $75 million of run rate annualized gross booking value from the deal, which the company says will contribute to positive adjusted EBITDA profitability. Peer-to-peer car-sharing company Getaround said Thursday it will acquire the assets of HyreCar, another car-sharing marketplace, for $9.45

Acquisitions 181

Acquisitions Shares Trading Stock 181

Peak Frameworks

JULY 19, 2023

Scalping involves executing quick trades with small profit targets, aiming to capitalize on short-term price fluctuations. Scalping allows for the accumulation of multiple small gains, leading to potentially profitable outcomes. Scalpers aim to profit from short-term price movements, taking advantage of intraday volatility.

Trading 52

Trading Utilities Profitability Finance 52

Wall Street Mojo

JANUARY 18, 2024

Trial Balance Meaning Trial Balance is the report of accounting in which ending balances of a different general ledger of the company are and is presented into the debit/credit column as per their balances, where debit amounts are listed on the debit column, and credit amounts are listed on the credit column.

Accountant 98

Accountant Book-building Financial Statement Financial Modeling 98

How2Exit

SEPTEMBER 2, 2024

Cian O'Toole : Cian O'Toole is an accomplished chartered accountant with substantial expertise in mergers and acquisitions. Cian, an experienced chartered accountant, emphasized the need for thorough financial due diligence. And profitability in M&A is super important." They didn't have a debtor book.

Acquisitions 130

Acquisitions M&A Mergers and Acquisitions Book-building 130

How2Exit

MAY 20, 2024

rn Today's Guest Host: rn David Green is a seasoned investor and entrepreneur dedicated to helping business owners scale and sell profitable companies. rn rn rn A novel way of teaching M&A is through storytelling, which Carl explores through his upcoming book that fuses technique and narrative.

M&A 130

M&A Mergers and Acquisitions Book-building Business 130

How2Exit

JUNE 16, 2024

Paul highlights crucial aspects such as autonomy, tax advantages, and the impact on business profitability. Tax Benefits: Structuring ownership through holding companies and leveraging tax advantages can significantly boost profitability. keeping the money in the operating account and dry powder and use it for growing your business."

Business 130

Business Book-building Finance Finance 130

Razorpay

JUNE 10, 2023

What is Accounting? Accounting is the process of recording a business’s financial transactions. The objective of accounting is to prepare financial statements like the Balance Sheet, Cash Flow Statement and Income Statement which give detailed insights into the financial performance of a business. How Does Accounting Work?

Accountant 52

Accountant Book-building Financial Statement Financial Transaction 52

How2Exit

MAY 20, 2024

Barnett is also an accomplished author with multiple books on topics related to investing in local businesses, franchising, and buy-sell strategies, with his latest book set to release in the fall. His contributions extend to a YouTube channel dedicated to sharing knowledge on entrepreneurship and business transactions.

Business 130

Business Book-building Equities Acquisitions 130

How2Exit

MAY 22, 2023

In 2018, Walker released his book “By Then Build” which was inspired by this idea. He found a book printing company that was doing eight million in revenue. He was able to find a business that was not only profitable but also had the potential to be innovative. He wrote a book, By Then Build, and released it in 2018.

Business 130

Business Book-building Acquisitions Investment 130

Peak Frameworks

SEPTEMBER 12, 2023

A classic case of both accounting fraud and corporate malfeasance, it led to the bankruptcy of the Enron Corporation and the dissolution of Arthur Andersen, one of the five largest audit and accounting partnerships in the world. Think of a finance manager redirecting company funds to their personal account.

Accountant 52

Accountant Finance Finance Investors 52

Wall Street Mojo

JANUARY 15, 2024

This indicator was introduced by Tushar Chande and Stanley Kroll, two Canadian bankers, and technical analysts ; they first mentioned it in the book The New Technical Trader: Boost Your Profit by Plugging into the Latest Indicators , which came out in 1994.

S&P 52

S&P IT Investors Investment 52

Razorpay

JUNE 16, 2023

Consumers heavily rely on digital channels to plan and book their travel experiences. Paying vendors for travel booking prior to full payment Travel companies often need to make advance payments to vendors or service providers for bookings, reservations, and other related expenses.

Book-building 52

Book-building Business Management Funds 52

How2Exit

AUGUST 27, 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 When asked about the profitability of the sale, Sam acknowledges that they did make a profit.

Business 130

Business Acquisitions Funds Shares 130

Software Equity Group

OCTOBER 10, 2023

Revenue recognition: In revenue recognition, it’s imperative to distinguish between recognizing revenue based on cash and following Generally Accepted Accounting Principles (GAAP). Bookings: A customer is considered booked when they sign a contract, even if their go-live date has yet to occur.

IT 52

IT Private Equity Mergers and Acquisitions Valuation 52

The TRADE

SEPTEMBER 15, 2023

For most of my career in credit trading, the majority of traders have been accounting and finance or economics majors. Historically, trading desks had been setup and staffed by voice traders and they can be very profitable for banks. The skillset of traders has evolved over recent years.

Trading 57

Trading Electronics Portfolio Banking 57

M&A Leadership Council

AUGUST 1, 2023

Each edition includes directly relevant content derived from Lajoux’s industry leading book series, The Art of M&A Fifth Edition : A Merger, Acquisition, and Buyout Guide (McGraw Hill, 2019).

Mergers 52

Mergers Mergers and Acquisitions M&A Profitability 52

How2Exit

FEBRUARY 23, 2023

Buying an existing business can provide an entrepreneur with a customer base, a proven business model, existing infrastructure, immediate revenue and profits, and experienced employees. An existing business may also be generating revenue and profits, which can provide a source of income and a return on investment.

Business 130

Business Negotiation DCF Acquisitions 130

How2Exit

MARCH 12, 2023

In addition, having an up-to-date set of books and financials can help potential buyers to quickly assess the value of the business and make an offer. Paying personal expenses out of business accounts or using business funds for personal purchases can blur the lines between the two, making it difficult to distinguish between the two.

M&A 130

M&A Business Insurance Mergers and Acquisitions 130

How2Exit

FEBRUARY 27, 2023

To make a business bankable, it must be profitable first and foremost. He also highlights the importance of having a mentor or coach to help you stay focused and accountable. These books provide him with the guidance he needs to stay on track and to keep striving towards his goals.

Business 130

Business Book-building IT Accountant 130

Peak Frameworks

MAY 23, 2023

Edward Freeman in his 1984 book "Strategic Management: A Stakeholder Approach". These include the media, trade associations, non-profit organizations, and local communities. The scandal underscored the importance of stakeholders in holding corporations accountable and shaping their CSR policies.

Business 52

Business Government Private Equity Economics 52

How2Exit

AUGUST 22, 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. The speaker mentions that they trained themselves on accounting principles and gained enough knowledge to analyze these statements effectively.

Financial Analysis 130

Financial Analysis Acquisitions Business Investment 130

Focus Investment Banking

MAY 23, 2024

If, as things progress, they start to see softness in your sales and profits, that will scare them. Double down on being aggressive in generating revenue and producing profit. The easiest thing to do is to develop new sales and profit incentives that align with the results that buyers want to see. Be transparent about them.

Business 52

Business Book-building Profitability Sale 52

How2Exit

OCTOBER 3, 2022

It’s the best starting point toward achieving an optimal net profit. Buyers will evaluate the retention and churn rates of your customers as well as the revenue tied to each account. one customer) can be the difference between profitability and break-even. QuickBooks, Xero, Wave, etc.).

Management 100

Management S&P Acquisitions Business 100

Mergers and Inquisitions

MARCH 8, 2023

Commodity Hedge Fund Definition: A commodity hedge fund buys and sells futures contracts and other derivatives based on mining, energy, power, and agricultural products and earns profits via fundamental and technical analysis; the trading may be systematic, discretionary, or both. If you deliver 5,000 bushels, that’s a profit of $5,000.

Funds 119

Funds Finance Finance Trading 119

How2Exit

JUNE 26, 2023

Another reason why it is important to choose experienced help is that there are many legal and financial considerations that need to be taken into account when selling a business. It also creates a culture of independence and accountability that can benefit the company in the long run.

Business 130

Business Sale Broker Mergers and Acquisitions 130

Francine Way

JUNE 22, 2020

Bonus hint: customers with large accounts (typically greater than 5% of Revenue) with the target should be first in line for retention in the integration plan and execution. Cash balance on the books without Restricted Cash. For the accounting professionals out there, earnings manipulation is a matter of concern.

Valuation 130

Valuation M&A Mergers Mergers and Acquisitions 130

Razorpay

MAY 17, 2023

Bank reconciliation refers to the process by which the bank account balance of a business entity is reconciled with the amount recorded by financial institutions in the latest bank statement. A bank reconciliation statement ensures that all payments are processed and the required cash is deposited in the bank account.

Banking 52

Banking Bank Business Accountant 52