How2Exit

NOVEMBER 20, 2023

rn Visit [link] rn _ rn About The Guest(s): Joanna Oakey is an author, attorney, and podcaster specializing in mergers and acquisitions for small to medium-sized enterprises (SMEs). She emphasizes the need for buyers to have emotional intelligence (EQ) and to build rapport with sellers in order to create win-win deals.

M&A 130

M&A Mergers and Acquisitions Book-building Acquisitions 130

How2Exit

OCTOBER 15, 2023

rn Visit [link] rn _ rn About The Guest(s): David Bateman is a deal sourcing expert and co-founder of Just Deal Flow, a company that helps individuals and organizations source off-market deals for mergers and acquisitions. They discuss David's journey in entrepreneurship and how he got involved in mergers and acquisitions.

Business 130

Business Mergers and Acquisitions Media Book-building 130

How2Exit

MARCH 14, 2023

She noted that social media had been a “lightning rod of just awareness” Brown also recommended the book “The 80/20 Principle” by Richard Koch, which she said is “phenomenal” and has “clear lessons” that can help entrepreneurs. Concept 5: Success Leaves Clues Success does not come easy.

Business 130

Business Investors Book-building Acquisitions 130

How2Exit

JUNE 20, 2023

If you are "Becoming an Acquisition Entrepreneur," start here for free. E31 Joanna Oakey not active but @aspectLegal Joanna Oakey TheDealRoom Australia’s First and Only Mergers and Acquisitions podcast! Discover best practices from industry advisors and businesses that are involved in sale and acquisitions activity.

M&A 130

M&A Media Mergers and Acquisitions Private Equity 130

How2Exit

MAY 20, 2024

Starting from childhood enterprises to careers in sales and a formal education in business school, Barnett has accumulated a wealth of experience that led him to own a business broker office for several years before venturing into banking.

Business 130

Business Book-building Equities Acquisitions 130

How2Exit

DECEMBER 16, 2024

He has also authored several books on negotiation, including Beyond Negotiating From Fear to Fearless , Beyond Negotiating Influence Rapport Results , and Evolve or Be Slaughtered: Negotiation for the 21st Century. In the dynamic world of business acquisitions, negotiation is an indispensable skill.

Negotiation 130

Negotiation Mergers and Acquisitions Book-building Acquisitions 130

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. Start with small items and work up to larger deals."

Business 130

Business Negotiation Book-building Shares 130

How2Exit

FEBRUARY 5, 2024

He acquired his first business through the ETA (Entrepreneur Through Acquisition) method and is currently the co-owner of Get Green NOI. rn Episode Summary: rn In this episode, Chandler Reed shares his journey as an acquisition entrepreneur and how he acquired his first business through the ETA method.

Business 130

Business Book-building Acquisitions Profitability 130

How2Exit

MAY 2, 2023

This is the amount of debt that a business can take on in order to finance an acquisition. This means that businesses have to rely on other sources of financing, such as equity or debt, in order to finance an acquisition. No matter the size or scope of a business, employee retention is key to a successful sale.

Sale 130

Sale Business Book-building IT 130

How2Exit

MAY 20, 2024

b' E212: Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen - Watch Here rn rn About the Guest(s): rn Carl Allen is a seasoned mergers and acquisitions (M&A) professional with over 30 years of experience. rn rn rn "My wealth managers valued my business.

M&A 130

M&A Mergers and Acquisitions Book-building Business 130

How2Exit

SEPTEMBER 4, 2023

rn Visit [link] rn rn About The Guest(s): Jay Rogers is an entrepreneur, author, and seasoned mergers and acquisitions professional. In this episode, he shares his insights and experiences in the world of mergers and acquisitions. rn Clean books add value to a company and make it more attractive to buyers.

Business 130

Business Mergers and Acquisitions Book-building Profitability 130

How2Exit

MARCH 2, 2023

Inspiration can come from many sources, such as books, podcasts, and videos. Concept 4: Build a Business to Keep When it comes to building a business, it’s important to keep it for the long term. This is especially true when it comes to building a business. Overall, it’s important to build a business to keep.

Business 130

Business Book-building Sale IT 130

How2Exit

MARCH 23, 2023

Joe has written a best-selling book, The Ex-Entrepreneur's Playbook, to help online business owners get the maximum value and the best deal structure when they seek their own incredible exit. 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

How2Exit

JUNE 16, 2024

E222: Paul Neal Discusses Wealth Building by Owning Business Property - Watch Here About the Guest(s): Paul Neal is a seasoned financial strategist and real estate finance expert with a background in engineering. He is the author of "Unleash Your Business: Unlock Wealth, Autonomy, and Control by Buying Your Building and Firing Your Landlords."

Business 130

Business Book-building Finance Finance 130

Tyton Partners

DECEMBER 11, 2024

This month, we share findings from a Tyton Partners survey of K-12 education executives, who offer insight into how their companies performed during the 2024 sales cycle. As it turns out, bookings did increase on average, with 48% of suppliers seeing year-over-year growth from 2023. So how did companies fare in 2024?

Sale 52

Sale Shares Funds Book-building 52

How2Exit

MARCH 10, 2023

Ron Post Show notes: At the time of this interview, I was already knee-deep in the outline and had started writing a collaborative book building Rapport. Concept 2: Listen to Build, Not Tear Down Morgenstern's experience as an entrepreneur, venture capitalist, and author has given him a unique perspective on success.

Book-building 130

Book-building Negotiation Business IT 130

Francine Way

JULY 17, 2017

Thus far, we have discussed three common valuation methods that most strategic and financial acquirers use when valuing a company for acquisitions or investments. The major steps of LBO are: Building the Sources and Uses tables. Building a proforma balance sheet. Building the go-forward 3-statement model.

Valuation 130

Valuation M&A Debt Book-building 130

How2Exit

JUNE 26, 2023

Ron Concept 1: Integration Makes Or Breaks Deal Integration is an essential part of any successful merger or acquisition. In conclusion, integration is an essential part of any successful merger or acquisition. Communication is also key when it comes to building excitement and removing fear, uncertainty, and doubt.

M&A 130

M&A Mergers and Acquisitions Acquisitions IT 130

How2Exit

APRIL 24, 2023

Eric Grafstrom, a business acquisition expert, has been working in the mergers and acquisitions industry for over two decades. Eric has had a unique journey in the business acquisition industry. It is important to understand the nuances of each state's laws and regulations when considering a business purchase or sale.

M&A 130

M&A Business Broker Sale 130

How2Exit

FEBRUARY 23, 2023

It is important to be proactive and persistent in your search for a suitable acquisition opportunity. You must be willing to explore different sources for deals, build relationships within your industry or niche, and reach out directly to business owners. It is also important to be proactive and persistent in the negotiation process.

Business 130

Business Negotiation DCF Acquisitions 130

How2Exit

APRIL 25, 2023

He was able to build a supportive network of fellow entrepreneurs and venture capitalists who provided him with the resources he needed to succeed. He was able to stay informed of the latest developments in the industry and be prepared for the potential of a sale. Additionally, this has caused tech valuations to become more balanced.

Business 130

Business Book-building Mergers and Acquisitions Valuation 130

How2Exit

MARCH 18, 2023

With fifteen years of experience starting, growing, buying, and selling businesses, Jeanette is passionate about building value in a business through innovation and empowering people. She worked hard and the business quickly grew to the point where she was able to put a CEO in place and focus on learning how to build businesses.

M&A 130

M&A Profitability Business Book-building 130

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. Concept 2: Know True Profit Before Sale When conducting due diligence, it is important to know the true profit of the business before making any decisions.

Business 130

Business Accountant Book-building Negotiation 130

How2Exit

JUNE 26, 2023

Wendy's experience co-founding a business with the goal of selling it has given her firsthand knowledge of what it takes to prepare a business for sale. This includes understanding the value of your business and what it takes to prepare it for sale. From day one, Wendy and her partners knew they wanted to grow the business to sell it.

Business 130

Business Sale Broker Mergers and Acquisitions 130

How2Exit

MARCH 15, 2023

This pushed him to become a business broker himself, so he could treat clients better and build a better brokerage. He had to read books, do research, and figure out how to make it work. This includes researching the market, analyzing the business’s performance, and looking at comparable sales.

Broker 130

Broker Business Book-building IT 130

How2Exit

OCTOBER 2, 2022

Financials - your books must be kept in line with local and federal (governmental) laws, certain reporting requirements, and the general confidentiality you want around sensitive financial matters will usually dictate that these are tasks to keep in-house or outsource to local trusted teams. Subscribe to The Hub - Acquisitions Hub

Book-building 100

Book-building Management Business Media 100

How2Exit

MAY 29, 2023

He says that companies should focus on creating value, which starts with sales. Concept 2: Build Value, Don't Own a Job The phrase “build value, don’t own a job” is an important concept for business owners to understand. To achieve success, business owners must focus on building value in their business.

Business 130

Business Sale IT Book-building 130

How2Exit

OCTOBER 3, 2022

Growth in the rearview mirror is the price of admission to enter discussions, but buyers care most about what happens after the acquisition of your MSP. Predictable Cash Flow: All buyers want to mitigate as much risk as possible before pulling the trigger on an acquisition. QuickBooks, Xero, Wave, etc.).

Management 100

Management S&P Acquisitions Business 100

How2Exit

AUGUST 27, 2023

rn Visit [link] rn rn rn rn rn rn rn rn rn rn rn rn rn rn rn rn About The Guest(s): Sam Razati is the founder of Pursuant Capital and an expert in the ETA (Entrepreneur Through Acquisition) world. rn Introduction rn In the world of entrepreneurship through acquisition (ETA), success is not guaranteed.

Business 130

Business Acquisitions Funds Shares 130

How2Exit

MARCH 27, 2023

Concept 2: Do Your Research Ackler's story begins with the sale of his third company, which he sold "because it was the right thing to do for our investors, for our LPs." He was also able to draw on his experience and the experiences of his colleagues to help guide Mert Deshery, his co-author of the book Exit Right, through the exit process.

Business 130

Business Investment Capital IT 130

How2Exit

SEPTEMBER 4, 2023

With over 30 years of experience in the mergers and acquisitions industry, Richard has worked with numerous clients and has made 13 acquisitions himself. rn Summary: Richard Parker shares his journey in the mergers and acquisitions industry and provides valuable insights for aspiring entrepreneurs looking to buy a business.

Business 130

Business Mergers and Acquisitions Education Broker 130

Mergers and Inquisitions

JANUARY 22, 2025

The difference is that IB is more of an explicit sales job , as deals must close for the bank to earn fees. Equity research at the senior levels does require sales skills, but its more about being a conduit than a closer. Investment Banking: Which Ones Right for You?

Investment Banking 64

Investment Banking Equities Bank Banking 64

Tyton Partners

MARCH 28, 2024

In a similar vein, the race to win K-12 districts’ instructional materials sales is upon us. As K-12 providers and their extended sales organizations shift from their winter “jog” to a more concerted spring “sprint”, many are undoubtedly doing so with trepidation. The 2024 instructional materials sales race is on. How to win?

Sale 59

Sale Education Book-building Portfolio 59

Sun Acquisitions

NOVEMBER 29, 2022

Whatever your motivation for selling, we’re sure you want a seamless transition in which you walk away with a decent profit from the sale. The first step in positioning your HVAC business for a favorable acquisition is increasing its current valuation. Step #2 Organize Your Books and Get a Business Valuation. Client base.

Business 52

Business Valuation Broker Book-building 52

How2Exit

MARCH 1, 2023

Concept 5: Help Clients Achieve Goals Mergers and acquisitions (M&A) can be a daunting process. Real estate transactions involve the sale of a property, such as a dental office or a single building. Another way to achieve success faster is to use the principles outlined in Napoleon Hill's book Think and Grow Rich.

M&A 130

M&A Business Mergers and Acquisitions Negotiation 130

Software Equity Group

APRIL 4, 2023

While those strategies provide a firm foundation to build your marketing efforts, they aren’t enough to propel your business to the next level. During the transition, I remained the VP of Marketing while a new leadership team, including a CEO, CTO, CFO, and VP of Sales, were brought on board.

Sale 52

Sale Book-building Business M&A 52

M&A Leadership Council

JULY 13, 2023

The Art of M&A® / Due Diligence: Precedent Transactions Analysis An excerpt from The Art of M&A, Fifth Edition: A Merger, Acquisition, and Buyout Guide by Alexandra Reed Lajoux Editor’s Note: A growing number of M&A professionals are pursuing the Certified M&A Specialist , or CMAS ® credential. What was the sale process?

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Book-building Mergers 52