Advisory Boutique Profitability 
Sica Fletcher
APRIL 11, 2024
Generally, these fall into two distinct categories of advisory firms or investment banks. M&A Advisory Firms vs. Investment Banks We should emphasize that the comparison information above is generalized , and may not apply to all such firms or banks.
Sica Fletcher
MAY 8, 2024
And it certainly does not stop less-than-reputable advisory firms from agreeing to represent you and taking their regular retainer fees, despite knowing full well your agency can’t be sold. Beyond proof of sustained profitability when analyzing these documents, look for: Liquid Assets. This does not stop many owners from trying.
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Chesapeake Corporate Advisors
MAY 24, 2024
Why You Need a Sell-Side QofE When Selling Your Business At a high level, a sell-side QofE report analyzes and validates your business’s profitability, assessing both revenue and costs. One vital tool that can help you achieve both goals is a sell-side Quality of Earnings (QofE) report.
Chesapeake Corporate Advisors
MAY 7, 2024
About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies with revenues between $10 million and $200 million.
Sica Fletcher
JUNE 14, 2024
Determine EBITDA Earnings before interest, taxes, depreciation, and amortization (EBITDA) is used as a measure of the profitability of an insurance agency while adding back interest, taxes, depreciation, and amortization - all of which will vary depending on the circumstances of the new owner.
Chesapeake Corporate Advisors
MAY 2, 2023
While these questions might be more critical if you plan to stay on board or could profit from earnouts, many owners need to feel good about the buyer’s strategy once they take the reins. Are you aligned on their transition plan and confident it won’t jeopardize customer service?
Mergers and Inquisitions
MARCH 22, 2023
Do Not Use Customer Deposits for Funding – Some financial institutions operate like this, but it’s much more expensive, so they need to make riskier loans and investments to profit (think: mortgage REITs and business development companies). OK, But What Was the Catalyst for the Run on Credit Suisse? Klein & Co.
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