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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. Optimize Working Capital (One Year Ahead) What It Is: Net Working Capital (NWC) is Current assets minus current liabilities (A/R + Inventory A/P + Accrued Expenses), excluding cash, which you keep (in a typical cash-free, debt-free transaction).

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M&A Blog #24 - Merger Relative Valuation

Francine Way

A discussion of the target’s financials typically starts with the P/L or Income Statement, followed by the Balance Sheet, and then the Cash Flow Statement. In discussing the P/L, I typically comment on: Revenue - by lines of business, whether they appear to be gross or net, and if there is any meaningful customer concentration.

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Diving Deep into SME Acquisitions: Essential Insights, Strategies, and Success Secrets

How2Exit

E241: Diving Deep into SME Acquisitions: Essential Insights, Strategies, and Success Secrets - Watch Here About the Guest(s): Danny O'Neill : Danny O'Neill is a seasoned entrepreneur with a rich background in sales and marketing. Cian, an experienced chartered accountant, emphasized the need for thorough financial due diligence.

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10-23-2023 Newsletter: Why Take-Private Dealmaking Remains Attractive for PE Investors

OfficeHours

Even in 2022, when take-private deals hit a new record, they only accounted for 37% of the total value of transactions. According to S&P Global, the S&P fell 18.11% in 2022 amid surging inflation, rising interest rates, and an overall uncertain global outlook. Great, I’m learning a ton!

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Useful Software Industry Acronyms for Executives

Software Equity Group

During negotiations and discussions with advisors or potential buyers, an understanding of key financial and operational metrics is crucial. The following acronyms are frequently used to assess a company’s performance, financial health, and market positioning.

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How To Value an Insurance Agency

Sica Fletcher

Selecting the Valuation Method Insurance agency valuations typically occur in one of the following four methodologies EBITDA (Earnings before Interest, Taxes, Depreciation, and Amortization): A calculation of an insurance agency's profitability calculated by subtracting taxes and operating expenses from its overall revenue.

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How Much Is My Insurance Agency Worth?

Sica Fletcher

In addition, third-party M&A institutions like S&P Global Data or Statista can provide more generalized data. Ask an Advisor Not only will an experienced M&A advisor have a better idea of how your insurance agency will be valued, they can also help you negotiate an even better payout when you take it to market.