How2Exit

OCTOBER 14, 2024

E248: Setting Yourself Up for Success: Essential Steps, Tips, and Strategies for a Profitable Exit - Watch Here About the Guest(s): Kip Wallen is a seasoned M&A attorney with over a decade of experience in live mergers and acquisitions deals, primarily within the lower middle market, involving transactions up to $50 million.

Profitability 130

Profitability Mergers and Acquisitions M&A Negotiation 130

How2Exit

DECEMBER 22, 2023

He is passionate about small business entrepreneurship and has extensive experience in small business mergers and acquisitions. Eric emphasizes that the success of these deals is not solely due to the firm's expertise, but rather the economic climate and the incredible opportunities available. I love the small business community.

M&A 130

M&A Business Mergers and Acquisitions Acquisitions 130

How2Exit

NOVEMBER 6, 2023

He highlighted the need to have all legal and financial documents in order, including operating agreements, board minutes, and properly categorized financial statements. The next step is to obtain an informal non-binding indication of interest, which outlines the economic framework of the deal.

IT 130

IT M&A Business Mergers and Acquisitions 130

Sun Acquisitions

MARCH 8, 2022

Financial Documents Needed to Sell a Business. Personal Financial Statement (to be completed by buyers). Internal Profit & Loss Statements (dating back two to three years). It would be the end of a great business journey for sellers whose exit plan is a buyout or acquisition. Existing Vendor/Client Contracts.

Business 98

Business M&A Finance Finance 98

How2Exit

AUGUST 28, 2023

rn Summary: Roman Beylin, founder and CEO of DueDilio, shares his journey into the world of mergers and acquisitions (M&A) and the inspiration behind creating DueDilio. rn Introduction: The Birth of DueDilio rn Roman Beylin, the founder and CEO of DueDilio, stumbled upon the world of mergers and acquisitions (M&A) by accident.

Mergers and Acquisitions 130

Mergers and Acquisitions M&A Business Acquisitions 130

Sun Acquisitions

AUGUST 16, 2023

Potential buyers will want to know the state of your finances, so ensure you are honest and straightforward with all your financial disclosures. Any discrepancies in your financial statements can significantly hurt the final price of your business.

Business 52

Business Economics Valuation Broker 52

Sun Acquisitions

JULY 1, 2024

In the intricate game of mergers and acquisitions, small business owners often find themselves at the forefront of strategic decision-making when considering a transition. This goes beyond financial statements. Play 4: Play the Long Game with Timing Timing is everything in the game of mergers and acquisitions.

Business 59

Business Negotiation Mergers and Acquisitions M&A 59

Devensoft

MAY 19, 2023

To increase your chances of a profitable acquisition, it’s important to look for certain characteristics in potential deal targets. In this insightful article, we delve into the realm of acquisitions, focusing on reviewing 10 characteristics of successful deal targets. Let us guide you on the path to M&A success.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Acquisitions Management 52

Lake Country Advisors

AUGUST 7, 2023

The current market conditions and economic landscape have created a fertile environment for business sales. Mergers and acquisitions have also been prevalent, particularly among companies seeking to expand their reach or diversify their portfolios. Timing Factors Economic cycles have a significant impact on business sales.

Business 96

Business Sale Negotiation Broker 96

Sun Acquisitions

FEBRUARY 23, 2024

In these intricate financial landscapes, professional guidance becomes invaluable. Accountants, lawyers, and brokers are pivotal in helping buyers and sellers make informed decisions that safeguard their economic interests. Accountants: The Financial Architects Accountants are the financial architects of any transaction.

Broker 59

Broker Accountant Negotiation Financial Transaction 59

How2Exit

AUGUST 8, 2023

rn Visit [link] rn rn rn Concept 1: Real Estate And Mergers/Acquisitions Synergy rn Real estate plays a crucial role in the world of mergers and acquisitions (M&A). It provides a unique opportunity for businesses to leverage their real estate assets to enhance their financial position and facilitate the M&A process.

Sale 130

Sale Mergers and Acquisitions Business M&A 130

Lake Country Advisors

JANUARY 8, 2024

With the expertise of Mergers & Acquisitions Adviors / business brokers like Lake Country Advisors, you can navigate this complex process effectively. These are just a few of the many macro-economic conditions’ valuation analysts take into consideration when valuing.

Business 52

Business Valuation Mergers and Acquisitions Negotiation 52

How2Exit

MAY 30, 2023

This is because personal expenses can be mischaracterized as business expenses, which can lead to inaccurate financial statements and ultimately lead to a bad deal. During times of economic uncertainty, people tend to look for something safe and secure to invest in. Subscribe to The Hub - Acquisitions Hub

Private Equity 130

Private Equity Business Equities Investment 130

Sun Acquisitions

DECEMBER 15, 2023

Neglecting due diligence can also open the door to legal and financial disputes after the sale. This should include financial statements, tax records, legal documents, customer contracts, employee agreements, and other relevant information.

Business 59

Business Sale Financial Statement Profitability 59

Wall Street Mojo

JANUARY 17, 2024

Unlike the income statement Income Statement The income statement is one of the company's financial reports that summarizes all of the company's revenues and expenses over time in order to determine the company's profit or loss and measure its business activity over time based on user requirements.

Accountant 98

Accountant Finance Finance Profitability 98

RKJ Partners

AUGUST 6, 2017

As investment bankers, RKJ Partners possesses a breadth of knowledge and experience in advising buyers on business acquisitions. To be more specific, business valuation is a process involving a set of procedures and approaches used to gauge the economic value of an ownership interest in a business as a going concern. What is Valuation?

M&A 40

M&A Valuation Mergers and Acquisitions Discounted Cash Flow 40

Cooley M&A

MAY 23, 2024

The American Bar Association’s Private Target Mergers & Acquisitions Deal Points Study estimates that 55% of private transactions used R&W insurance in 2023, a fall from the record 65% set in 2021. This claim activity may reflect the lack of highly scrutinized financial statements in these deals.

Insurance 52

Insurance M&A Underwriting Financial Statement 52

Devensoft

JUNE 20, 2023

Corporate development through mergers and acquisitions (M&A) is an increasingly popular strategy for companies seeking to drive innovation and growth opportunities. Due diligence can involve reviewing financial statements, contracts, legal documents, customer data, and other relevant information.

M&A 52

M&A Corporation Mergers and Acquisitions Mergers 52

Focus Investment Banking

MAY 22, 2023

Most small business owners are nimble, and when they make a decision, they move quickly because that’s how they’ve survived so many economic cycles. Timing : With the help of an advisor, business owners must carefully assess market conditions, the overall economic climate, and their own financial situation to determine the best time to sell.

Business 52

Business M&A Sale Valuation 52

Peak Frameworks

MAY 22, 2023

Components of the Accounting Equation Assets are resources owned by a company that has economic value and can be converted into cash or provide future benefits. Ensuring Accurate Financial Reporting and Decision-Making The accounting equation serves as a critical tool for ensuring the accuracy of financial reporting.

Accountant 52

Accountant Equities Debt Private Equity 52

M&A Leadership Council

JUNE 18, 2024

A Step-by-Step Guide By M&A Leadership Council An M&A risk assessment is a systematic evaluation process used to identify, analyze, and mitigate potential risks associated with a merger or acquisition. Utilize PEST analysis to assess political, economic, social, and technological factors.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

Cooley M&A

MARCH 9, 2017

However, if not carefully considered, purchase price adjustment disputes may result in an unintended renegotiation of the purchase price after the closing in a way that significantly changes the economics of the transaction. At the time of the acquisition, Chicago Bridge & Iron Company N.V. A recent decision in Chicago Bridge v.

Financial Statement 40

Financial Statement Capital Accountant Mergers and Acquisitions 40

Devensoft

AUGUST 22, 2023

Are you a business leader eyeing expansion through acquisitions or an investor weighing potential mergers? In this guide, we’ll demystify the process of leveraging the Enterprise Value Calculator, a robust tool that considers intricate financial factors to accurately gauge a company’s value.

M&A 52

M&A Valuation Utilities Mergers and Acquisitions 52

Devensoft

AUGUST 21, 2023

In the fast-paced world of mergers and acquisitions (M&A), two titans of finance go head-to-head: venture capitalists and private equity firms. From sourcing deals and conducting due diligence to negotiating terms and post-acquisition management, these power players navigate complex landscapes with enormous financial stakes.

Private Equity 52

Private Equity M&A Equities Mergers and Acquisitions 52

Mergers and Inquisitions

MAY 29, 2024

Project Finance Definition: “Project Finance” refers to acquisitions, debt/equity financings, and new developments of capital-intensive infrastructure assets that provide essential utilities and services. And something like an oil/gas field or gold mine will eventually run out of economically feasible resources to extract.

Corporate Finance 59

Corporate Finance Financial Modeling Financial Models Finance 59

Cooley M&A

JULY 28, 2022

The parties agree on a fixed price by referencing a set of agreed historical accounts – this is typically the last set of audited financial statements, but sometimes they’re unaudited management accounts or a set of accounts prepared specifically for these purposes –referred to as “ locked-box accounts.”

M&A 59

M&A Debt Accountant Business 59

iMerge Advisors

APRIL 8, 2025

A well-prepared company signals professionalism and reduces perceived risk both of which drive valuation. litigation, debt) are disclosed Team & Org: Document key roles, retention plans, and any dependencies on founders or key personnel Many founders underestimate the time and effort required here.

M&A 40

M&A Valuation Private Equity Negotiation 40

Cooley M&A

MARCH 1, 2019

These include prevailing market sentiment, current appetite for acquisitions in a particular sector and the political and economic environment, all of which can change well within a given transaction timetable. The intended post-transaction ownership will also affect how the offering is structured and its viability.

IPO 52

IPO Valuation M&A Business 52

M&A Leadership Council

JUNE 18, 2024

A Step-by-Step Guide By M&A Leadership Council An M&A risk assessment is a systematic evaluation process used to identify, analyze, and mitigate potential risks associated with a merger or acquisition. Utilize PEST analysis to assess political, economic, social, and technological factors.

Risk Assessment 40

Risk Assessment M&A Mergers and Acquisitions Risk Management 40

Lake Country Advisors

MARCH 21, 2024

Therefore, maintaining compliance with transfer pricing regulations is not just about avoiding penalties; it’s also about ensuring the integrity of financial statements and tax filings. Moreover, import duties, determined by the European Union’s tariff regulations, can increase the overall acquisition cost.

Sale 52

Sale Business Capital Profitability 52

GillAgency

FEBRUARY 10, 2022

Seller Financing Most likely your buyer will not be able to fund a 100% cash buy out especially if the acquisition is financed through a loan. In this section you should discuss about the conditions of your industry – impacts of legal, regulatory, political, technological, economic and environment on your business.

Business 52

Business Sale Broker IT 52

Cooley M&A

JANUARY 22, 2021

The second half of the year witnessed a rebound spurred by several multibillion-dollar deals, including Gilead’s acquisition of Immunomedics for nearly $21 billion and AstraZeneca’s proposed acquisition of Alexion Pharmaceuticals for $39 billion. While deal value was down for the year, deal volume was relatively stable (down only 2.0%

M&A 40

M&A Mergers and Acquisitions Collaboration Mergers 40

Sun Acquisitions

MARCH 10, 2025

The email is an acquisition inquiry from a regional distributor. A food distribution business may draw a higher multiple if sold during a period of vibrant economic growth and stable food costs. Sellers need several years of complete tax records and financial statements to accompany any operational metrics that are relevant.

Food 57

Food Business Broker Sale 57

Cooley M&A

MARCH 17, 2020

As a result of this unprecedented social and economic uncertainty, we are counseling clients interested in mitigating impacts of COVID-19. Most private acquisition agreements contain purchase price adjustments to address fluctuations in a target’s debt, cash and working capital (among other things) between signing and closing.

Negotiation 40

Negotiation M&A Stock Insurance 40

Lake Country Advisors

APRIL 4, 2025

In 2025, the landscape of business sales is evolving, with shifting buyer expectations, regulatory updates, and economic factors playing a significant role in how deals are structured. Avoiding Liabilities and Post-Sale Disputes A poorly structured deal can lead to financial and legal headaches long after the sale.

Broker 52

Broker Business Negotiation Valuation 52

How2Exit

FEBRUARY 17, 2025

Summary: In this episode, the How2Exit podcast welcomes Alina Rivera , founder of Advising Puerto Rico , to discuss business valuation, exit planning, and the economic landscape of Puerto Rico. ” Puerto Rico’s Economic Edge The episode also dives into why Puerto Rico is becoming a hotbed for entrepreneurs and investors.

Business 130

Business IT Valuation Economics 130