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Preparing for Due Diligence in a Business Sale

IBG

If you have been through a business purchase or sale, you have likely experienced the unique tension and strife common to that phase of the deal known as “due diligence.” While it takes work, due diligence helps squeeze risk out of a sale, protecting the buyer and the seller. The benefits to the seller may not end there, Frye noted.

Sale 52
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May 2023

M&A Leadership Council

You can learn more about the system requirements and download the latest Zoom Security White Paper for more detailed information. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Online Platform: Our events are held on the Zoom platform.

M&A 52
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Live-Online / Nov 2022

M&A Leadership Council

– Those tasked with driving strategic growth through MA&D and accountable for deal resourcing, or building a more robust and repeatable M&A capability in their respective organizations or seeking continuous improvements in key “gap areas” where consistent program execution has been problematic. Done poorly?

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Gross Retention vs. Net Retention: The Pivotal Shift in SaaS M&A

Software Equity Group

Net retention figures can be inflated by a strong sales/upsell function. While this makes it a reliable metric in favorable markets, what happens when the sales environment is less fertile? The New Normal However, this model hinges on one key assumption: that the macroeconomic, and thus SaaS sales environment, remained constant.

M&A 52
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Commodity Hedge Funds: The Most Lucrative “Hidden Gem” in Finance?

Mergers and Inquisitions

Commodity trading desks within sales & trading at the large banks. For example, on the physical trading side , most of the job consists of simple arithmetic, geopolitical/market knowledge, and sales/relationship/networking skills. Commodity trading advisors (CTAs) , which are like hedge funds in some ways (see below).

Funds 119
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2023 First Quarter Review & Commentary

FineMark

In March, it was purchased by rival Swiss bank, UBS, in an emergency sale brokered by Swiss banking regulators. According to the March 26, 2023, white paper entitled, “The Potentially Large Effects of Artificial Intelligence on Economic Growth,” published by Goldman Sachs, generative AI could expose 300 million full-time jobs to automation.

Banking 52
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Calculating EBITDA for Software Companies

Software Equity Group

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.