How2Exit

NOVEMBER 27, 2023

b' E162: Reconciled CEO, Michael Ly Shares Lessons Learned from Acquiring Accounting Firms - 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.

Accountant 130

Accountant Mergers and Acquisitions Shares Acquisitions 130

JD Supra: Mergers

AUGUST 2, 2023

Companies worldwide need to account for timing and execution risks arising from this system when M&A deals involve businesses with activities in the EU. The European Union’s new screening tool for third-country subsidies introduces a novel form of mergers & acquisitions scrutiny. By: Cooley LLP

M&A 130

M&A Mergers and Acquisitions Accountant Mergers 130

How2Exit

OCTOBER 23, 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. -Ron Their team is experienced in M&A, and they hire the best talent available. rn Outsourcing accounting services can save time and provide expertise.

Accountant 130

Accountant Shares Mergers and Acquisitions Acquisitions 130

How2Exit

NOVEMBER 12, 2023

b' E159: Building an Empire - Businesses, Private Equity, And M&A - With Adam Coffey - Watch Here rn rn _ rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Army soldier, engineer, and pilot.

Private Equity 130

Private Equity M&A Equities Book-building 130

How2Exit

SEPTEMBER 9, 2024

E242: The Art of the Deal: Steve Rooms' Masterful M&A Strategies, Unraveling the Secrets to Success - Watch Here About the Guest(s): Steve Rooms is a seasoned financial expert and serial entrepreneur with extensive experience as a Chief Financial Officer (CFO). Episode Summary: Welcome to the latest episode of the How2Exit podcast!

M&A 130

M&A Mergers and Acquisitions Financial Analysis Financial Statement 130

How2Exit

MARCH 12, 2023

Ron Concept 1: Have Legal Documents Ready When it comes to buying or selling a business, having the right legal documents in place is essential. Without the appropriate legal documents, the process of acquiring or merging with another business can be difficult, time-consuming, and costly.

M&A 130

M&A Business Insurance Mergers and Acquisitions 130

JD Supra: Mergers

JUNE 15, 2023

A New York business professor called it a “$300 million bar tab to hang out with Jay-Z.” A Delaware judge said that “by all accounts, it was a terrible business decision.” Despite numerous red flags, Jack Dorsey’s company Block Inc.

M&A 143

M&A Accountant Business IT 143

How2Exit

NOVEMBER 20, 2023

b' E161: Joanna Oakey: Navigating Emotional Dynamics in M&A Deals - 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. Their team is experienced in M&A, and they hire the best talent available.

M&A 130

M&A Mergers and Acquisitions Book-building Acquisitions 130

How2Exit

OCTOBER 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. -Ron Their team is experienced in M&A, and they hire the best talent available. rn rn Quotes: rn rn "Our firm, we help companies sell themselves.

M&A 130

M&A Capital Securities Mergers and Acquisitions 130

Francine Way

JUNE 22, 2020

In merger cases, we should look into the other party’s business, their financial standing, and what synergies can be had to make the marriage more than 1+1=2. Any notable B2B and/or B2C customer relationships - this will also give the BoD a hint of the target’s business model. What product and/or services the target sells.

M&A 130

M&A Valuation Mergers Mergers and Acquisitions 130

How2Exit

SEPTEMBER 25, 2023

b' rn How PE Should Support Portfolio Company Acquisitions | Barak Routhenstein w/ Kison Patel rn rn rn watch here: rn rn rn How2Exit Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

M&A 130

M&A Acquisitions Private Equity Portfolio 130

How2Exit

JUNE 20, 2023

The Top 20 SMB (Main Street) M&A Influencers to Follow in 2023 and other Resources Here are the top people to follow if you are into or looking to get into buying, growing, and selling small businesses. I specifically avoided corp-run accounts such as those by Deloitte, KPMG, etc. Lots of free content.

M&A 130

M&A Media Mergers and Acquisitions Private Equity 130

How2Exit

MARCH 31, 2024

b' E200: Buying or Selling a Small Business? Get the Insider Tips You Need to Secure Your Deal - Watch Here rn rn About the Guest(s): rn Patrick O'Connell is an experienced mergers and acquisitions (M&A) advisor with a profound depth of knowledge in buying and selling small businesses valued between one to $20 million.

Business 130

Business Mergers and Acquisitions Securities M&A 130

Midaxo

APRIL 25, 2023

Introduction This article showcases how ChatGPT can serve as an effective M&A consultant by demonstrating how it can be used to help develop a best practices-based M&A playbook. An M&A playbook is a comprehensive framework that guides an organization’s M&A activities from start to finish.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

Software Equity Group

JUNE 14, 2023

If you’re selling your software business, it’s important to understand key financial variables that may impact the process. But when it comes to mergers and acquisitions, calculating NWC and determining a normalized level for the business can be much more nuanced than it appears on the surface. What is Net Working Capital?

M&A 93

M&A Capital Negotiation Accountant 93

How2Exit

MARCH 1, 2023

Ron Concept 1: Bring the Lawyer in Last When buying or selling a small business, Joel recommends bringing the lawyer in last. The process of buying and selling a small business is complex and requires a lot of pieces to be put together. Joel's advice is rooted in his own experience. Bringing a lawyer in too early can be a mistake.

M&A 130

M&A Business Mergers and Acquisitions Negotiation 130

How2Exit

NOVEMBER 6, 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. Their team is experienced in M&A, and they hire the best talent available. Reconciled sets the standard for consistency and quality that you can count on.

M&A 130

M&A Investors Shares Acquisitions 130

How2Exit

MARCH 23, 2023

Ron Concept 1: Maximize Business Value When Exiting When it comes to exiting a business, maximizing value is of paramount importance. It is essential to ensure that the business is sold for the highest possible price, while also getting the best deal structure. Finally, it is important to have a well-thought-out exit strategy.

M&A 130

M&A Business Book-building Sale 130

How2Exit

NOVEMBER 27, 2023

b' E163: M&A Through The Eyes of The Strategic Acquirer with Scott Kaeser - 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.

M&A 130

M&A Mergers and Acquisitions Securities Profitability 130

How2Exit

APRIL 15, 2024

b' E204: Sam Turner's Journey from Corporate Finance to Building an Empire of Small Businesses - Watch Here rn rn About the Guest(s): rn Sam Turner, from the UK, is an experienced professional with a 22-year career in the travel industry. He mentions plans to create a 'growth fund,' offering staff skill development opportunities.

Corporate Finance 130

Corporate Finance Business Corporation Finance 130

How2Exit

MARCH 20, 2023

11 Things We Can Learn About Vision, Stories, and People in M&A from the How2Exit Interview of Andrew Pierno. Ron Concept 1: Buy Small, Reasonable Deals Buying and selling a business can be a daunting process, especially for small and medium-sized businesses.

M&A 130

M&A Mergers and Acquisitions Business Profitability 130

How2Exit

MARCH 16, 2023

11 Things We Learned about M&A by Interviewing Christian Haack E105: Watch Here Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit unrefined, you're reading our notes, so.

M&A 130

M&A Private Equity Business Investment 130

How2Exit

JULY 23, 2023

Ron Sponsor: Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Their team is experienced in M&A, and they hire the best talent available. Hands-on experience in acquiring and selling businesses can make one a better advisor.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

How2Exit

MARCH 18, 2024

b' E195: Boopos: Financing Subscription Businesses with Ignacio Villanueva - Watch Here rn rn About the Guest(s): rn Ignacio Villanueva is the VP of Origination of Boopos, a finance company that specializes in providing capital for subscription-based businesses.

Finance 130

Finance Finance Business Acquisitions 130

How2Exit

APRIL 17, 2023

10 Concepts We Can Learn About Success in M&A on How2Exit's Interview W/ Neil Medwed Meriplex VP of Corp Development & M&A. How2Exit.com embraces this concept, and to help facilitate community in small to medium M&A, we meet twice a month. Take Neil Medwood, for example. To find out more, click Here.

M&A 130

M&A Consulting Business IT 130

How2Exit

OCTOBER 7, 2024

E247: Why Accurate Financials are Key to Success in Buying, Selling, and Valuing Businesses - Watch Here About the Guest(s): Ryan Hutchins is an accomplished entrepreneur and expert in the field of mergers and acquisitions. Investing in businesses requires careful assessment, as external and internal factors can significantly impact success.

Business 130

Business Mergers and Acquisitions Valuation Acquisitions 130

How2Exit

JUNE 13, 2023

Ron rn rn About The Guest(s): Nick Bradley is a leading authority on business exits and a top-ranked business podcaster in the UK. He has worked in private equity, corporate strategy, and has been the CEO of multiple businesses. rn Key Takeaways: rn rn Scaling past your level of identity is crucial for success in business.

Business 130

Business Private Equity Acquisitions Equities 130

Sun Acquisitions

OCTOBER 21, 2024

In the dynamic world of mergers and acquisitions (M&A), financing plays a pivotal role in bringing deals to fruition. For mid-sized businesses eyeing growth opportunities through M&A, understanding the available financing options is essential for success.

M&A 59

M&A Finance Finance Business 59

How2Exit

MARCH 24, 2023

This inspired him to start looking at how he could use the same strategies to acquire businesses. With 12 million baby boomers aging out of their businesses, there are thousands of deals available. However, many of these people find that they haven't built a sellable business and don't know how to professionalize it.

M&A 130

M&A Business Mergers and Acquisitions Investors 130

How2Exit

JANUARY 8, 2024

b' E175: Financial Advisor Tyson Ray Discusses the Importance of Exit Planning for Business Owners - Watch Here rn rn About The Guest(s): Tyson Ray is a founding partner of Form Wealth, a financial advisory firm that specializes in exit planning for small to medium-sized businesses.

Business 130

Business Sale Accountant IT 130

The Harvard Law School Forum

JUNE 7, 2023

Gold, Schulte Roth & Zabel LLP, on Wednesday, June 7, 2023 Editor's Note: Ele Klein is Partner and co-chair of the M&A and Securities Group, and Brandon S. The circumstances surrounding gene sequence business Illumina, Inc.’s The circumstances surrounding gene sequence business Illumina, Inc.’s and the E.U. and the E.U.

Accountant 90

Accountant Acquisitions Government M&A 90

How2Exit

SEPTEMBER 18, 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. Their team is experienced in M&A, and they hire the best talent available. Based Small Business. rn "Your Rolodex is your client's Rolodex."

Business 147

Business Book-building Mergers and Acquisitions M&A 147

M&A Leadership Council

FEBRUARY 15, 2023

By Mark Herndon, Chairman, M&A Leadership Council Some Intergalactic Guidance Remember that 2015 movie with Matt Damon, called The Martian ? It should be "required watching" for all M&A professionals because it offers essential advice all M&A integrators should live by. You just begin. You do the math.

M&A 93

M&A Business IT Financial Models 93

Sun Acquisitions

JANUARY 24, 2022

The road to business acquisition is fraught with great danger, numerous pitfalls, and unforeseen challenges. Knowing what to look out for during due diligence and surrounding yourself with a team of trusted M&A advisors can help offset the inherent dangers with mergers and acquisitions.

M&A 98

M&A Mergers and Acquisitions Business Acquisitions 98

How2Exit

JUNE 3, 2024

E218: Nathan Lenahan Discusses Hiring Operators for Small Businesses - Watch Here About the Guest(s): Nathan Lenahan is an experienced entrepreneur and former military professional. With his extensive experience in hiring and acquisitions, Nathan is passionate about helping business owners find the right talent to drive growth and success.

Business 130

Business Mergers and Acquisitions Acquisitions Recruitment 130

Sun Acquisitions

MARCH 8, 2022

One of the first questions a seller often asks is, “What documents are needed to sell a business?”. We’ve split the required documents as follows: A checklist of the legal documents needed to sell a business. A checklist of the financial documents needed to sell a business. Legal Documents Needed to Sell a Business.

Business 98

Business M&A Finance Finance 98

How2Exit

MARCH 15, 2023

Growing up in Serbia, Zoran was groomed by his father, who had a large business in Libya, to be in control of his own destiny. At the age of 21, Zoran started his own business, not knowing much about the business world but believing that he could make it work. The same is true for any business.

Broker 130

Broker Business Book-building IT 130