iMerge Advisors

APRIL 15, 2025

Summary of: How to Share Proprietary Code and Technical Documents with a Potential AcquirerWithout Losing Your Trade Secrets For founders and CEOs of software companies, few moments are as strategically delicate as sharing proprietary source code and technical documentation with a potential acquirer.

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Shares Trading M&A Architecture 40

iMerge Advisors

APRIL 14, 2025

But in nearly all cases, the quality and clarity of your financial documentation will directly impact valuation, deal structure, and buyer confidence. What Financial Documentation Are You Overlooking? A well-documented EBITDA bridge can materially impact valuation. Here are several that should be on your radar: 1.

Sale 40

Sale M&A Valuation Private Equity 40

iMerge Advisors

APRIL 14, 2025

Even after months of diligence, negotiation, and documentation, the final 5% of the deal often requires 50% of the effort. At iMerge, weve advised on hundreds of software and technology transactions, and weve seen firsthand how last-minute negotiations can either derail a deal or solidify a successful exit.

Negotiation 40

Negotiation Acquisitions M&A Mergers and Acquisitions 40

Sun Acquisitions

JUNE 13, 2024

Seek the assistance of financial experts to ensure an accurate and realistic valuation, which will play a pivotal role in negotiations with potential buyers. Step 3: Assemble a Strong Advisory Team Navigating the intricacies of a business sale requires expertise in various fields, including legal, financial, and strategic planning.

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Sale Mergers and Acquisitions Negotiation Business 59

Lake Country Advisors

AUGUST 7, 2023

Negotiating the Sale Once potential buyers have expressed interest, the negotiation phase begins. Effective negotiation strategies can help you secure the best terms and prices for your business. Effective negotiation strategies can help you secure the best terms and prices for your business.

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Business Sale Negotiation Broker 96

iMerge Advisors

APRIL 15, 2025

How to Prepare for Diligence: A Strategic Checklist To avoid surprises during due diligence, founders should proactively audit and document their open-source usage. Map Licenses to Usage For each component, document: The license type (MIT, GPL, etc.) The key is transparency, documentation, and proactive remediation.

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M&A Acquisitions Valuation Sale 40

How2Exit

MAY 15, 2023

a strategic legal advisory out of New York City, is a prime example of someone who has been successful in this field. His advisory practice helps them through catalytic, transformational, and strategic events, such as mergers and acquisitions, governance issues, capital raising, and disputes.

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M&A Mergers and Acquisitions Private Equity Business 130

Chesapeake Corporate Advisors

MAY 7, 2024

They prepare a business valuation (which tells you what the company is worth), market your business to buyers, facilitate meetings between your management and the buyers’, negotiate with finalists, manage the rigorous due diligence process, and coordinate with the rest of your team.

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Business Sale M&A Negotiation 52

How2Exit

JULY 3, 2023

Kirk Michie, with his three decades of experience in finance and business advisory, has honed his expertise in mergers and acquisitions, making him well-suited to assist entrepreneurs in navigating these transactions. However, this can backfire if the information is used against them during the negotiation process.

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Mergers and Acquisitions Business Negotiation Private Equity 130

Sica Fletcher

OCTOBER 23, 2024

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. It also opens the door for savvy buyers to talk them out of millions of dollars when it comes time for negotiations. Who Performs A Valuation?

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Valuation M&A Insurance S&P 52

iMerge Advisors

APRIL 11, 2025

But with the right preparation and advisory support, the timeline can be managed strategically to align with your goals whether thats maximizing valuation, minimizing disruption, or closing before year-end. Negotiation & LOI (12 months): Term sheet discussions, exclusivity, and selection of the lead buyer.

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IT M&A Valuation Advisory 40

Periculum Capital

MARCH 12, 2022

In addition to designing the customized debt placement solicitation process, Periculum assisted Morgan with information preparation, outreach to and ongoing communication with prospective lenders, negotiation of term sheets, documentation and the closing.

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Debt Food Debt Capital Markets Capital 52

Viking Mergers & Acquisitions

MAY 18, 2023

To conduct a valuation, a broker or M&A advisor will examine your e-commerce business’s financial documents, such as your balance sheet and tax records, to determine the company’s book value, sale value, enterprise value, or other measures of worth. Look for a broker with a strong record of well-negotiated and profitable sales.

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Business Mergers and Acquisitions Broker M&A 85

Lake Country Advisors

FEBRUARY 18, 2024

M&A deals involve intricate details concerning financial regulation, due diligence, valuation, and negotiation. The Role of an M&A Advisor An M&A advisor acts as a strategist and negotiator, utilizing their expertise to ensure the client’s interests are paramount throughout the M&A process.

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M&A Mergers and Acquisitions Negotiation Mergers 52

iMerge Advisors

APRIL 16, 2025

But when it comes time to raise capital, negotiate a strategic partnership, or prepare for an exit, the question becomes: how do you actually value your software companys IP? Neglected Documentation: Lack of technical documentation, version control, or audit trails can reduce buyer confidence.

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Valuation M&A Engineering Negotiation 40

iMerge Advisors

APRIL 16, 2025

In reality, buyersespecially private equity firms and strategic acquirersexpect a well-documented, diligence-ready business. As we noted in Top 10 Items to Prepare When Selling Your Website , the earlier you begin preparing your documentation, the smoother the diligence process will beand the more leverage youll retain in negotiations.

Business 40

Business M&A Valuation Negotiation 40

iMerge Advisors

APRIL 8, 2025

A good advisor does more than find buyers; they shape the narrative, run a competitive process, and negotiate terms that protect your interests. Navigate Due Diligence and Legal Negotiations Once you sign an LOI, the buyer will begin due diligence a deep dive into your financials, operations, technology, and legal structure.

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Valuation M&A Sale Negotiation 40

iMerge Advisors

APRIL 14, 2025

A closing binder (also called a closing book) is a comprehensive, organized collection of all final, executed documents related to the acquisition. What You Need Ready Before Closing By the time you reach the closing table, most of the heavy lifting due diligence, negotiation, and documentation should be complete.

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Acquisitions Mergers and Acquisitions M&A Sale 40

Sica Fletcher

APRIL 30, 2024

The following table contains a comprehensive list of the documents our teams use to value an insurance agency. How To Value an Insurance Agency: Required Documentation Your M&A advisor will use these documents to value your agency, as detailed in the sections below. Contact us to discuss a future partnership.

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Insurance Valuation M&A S&P 52

iMerge Advisors

APRIL 8, 2025

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. Close and Transition After diligence and final documentation, the deal moves to closing. The post How do I sell my software company?

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M&A Valuation Private Equity Negotiation 40

Software Equity Group

APRIL 9, 2024

Doing so too soon could weaken your position in negotiations or cause misunderstandings. Guidance from an M&A Advisor : Your advisory team will typically oversee this intricate process for you, given its complexity. This intelligence is vital in helping you negotiate better terms and maximize your company’s value.

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Negotiation M&A Investors Shares 52

Cleary M&A and Corporate Governance Watch

FEBRUARY 2, 2024

The Tesla board fell short on many – seemingly, all – levels: directors were not independent, their process was flawed in terms of timeline, negotiation etiquette, and a failure to conduct appropriate benchmarking, they did not fully inform their shareholders, and did not properly justify the scope of Musk’s staggering compensation.

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Negotiation IT Consulting Profitability 64

Solganick & Co.

OCTOBER 6, 2023

Negotiations: Engage with interested parties and entertain offers. Negotiate with the help of your deal team (legal, tax and investment bank) the appropriate transaction structure for tax purposes. Negotiate with the help of your deal team (legal, tax and investment bank) the appropriate transaction structure for tax purposes.

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Sale Business Valuation M&A 52

Periculum Capital

MARCH 8, 2024

PrecisionPoint is a leader in two distinct market segments: (1) providing as-built documentation to architecture, engineering and construction companies and (2) providing reality capture and technology integration services for global manufacturing and distribution companies seeking to exploit digital twin technologies. “We

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Sale IT Capital Advisory 52

Cooley M&A

MAY 17, 2017

1] While the proxy advisory firms generally disfavor these provisions, these protective measures also serve to protect public companies from unsolicited takeover attempts and can deter other forms of activism.

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IPO Government Advisory Corporation 52

Sica Fletcher

JULY 2, 2024

For example, knowing how much equity the buyer has utilized in previous deals can give you a good idea of what to expect when you finally sit down at the negotiating table. Keep a close eye on earnouts, post-closing employment contracts, and how well a buyer supports the seller following the finalized negotiations.

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Insurance M&A Private Equity Advisory 52

Sica Fletcher

MARCH 12, 2024

The shortest answer we can give is, “You give us some specific documentation, and we’ll run some numbers to determine how much the agency is worth.” Documentation You need 3-5 years of documents detailing the health of your business. Choosing the right one for your agency will have an enormous impact on your valuation.

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Valuation Insurance M&A Profitability 52

iMerge Advisors

APRIL 14, 2025

This article outlines the key tax and legal documents you should be prepared to manage after selling your software or technology business, with a focus on the months following the transaction close. This is where having a well-negotiated reps and warranties section in your purchase agreement becomes critical.

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Sale M&A Mergers and Acquisitions Capital 40

iMerge Advisors

APRIL 15, 2025

Beyond the standard due diligence and contract negotiations, certain transactionsespecially those involving foreign buyers, sensitive technologies, or market concentrationcan trigger government reviews that delay or even derail a deal. With the right advisory team, you can navigate these hurdles confidently and keep your deal on track.

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M&A Mergers and Acquisitions Advisory Acquisitions 40

Sica Fletcher

MARCH 26, 2024

The advisory team targets a single high-profile buyer on whom they focus their marketing efforts. Due Diligence, Final Negotiations, & Closing Due diligence essentially takes the form of a secondary valuation the buyer conducts to uncover any potential risks in your company that have not already been discussed. Account-Based.

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M&A Insurance Valuation Advisory 52

iMerge Advisors

APRIL 19, 2025

Understanding these dynamics is essential to tailoring your positioning and negotiating leverage. Deferred revenue, ARR/MRR, and CAC/LTV should be clearly documented. These can bridge valuation gaps but require careful negotiation. That means your company should be exit-ready before going to market.

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Valuation M&A Middle Market Private Equity 40

Sun Acquisitions

SEPTEMBER 9, 2022

Some will even contest for equal standing with you and negotiate board positions where they have the power to vote. A good case study of why it’s essential to be mindful of who you sell to and the equity you give up can be seen in the following story: In 2006 Greg Alexander founded Sales Benchmark Index (SBI) a growth advisory firm.

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Equities Business Broker Investors 52

Sica Fletcher

MAY 15, 2024

Consult your own documents when making these calculations, and use the examples in this article only as a template. 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.

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Insurance S&P M&A Valuation 52

Sica Fletcher

SEPTEMBER 12, 2024

Changes in the Valuation Process Valuation is the first formal step in the M&A deal process, taking place once the seller has gathered all their preliminary documents and made any necessary changes to the company's internal structure to make it more profitable.

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Insurance Valuation M&A S&P 52

iMerge Advisors

APRIL 9, 2025

Streamline operations clean up financials, reduce customer concentration, and document key processes. The real value is unlocked through a well-run M&A process, strategic positioning, and expert negotiation. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

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Sale Valuation M&A Discounted Cash Flow 40

iMerge Advisors

APRIL 14, 2025

Due diligence intensifies, legal documents are drafted, and integration planning may begin. Avoid overpromising outcomes or speculating on changes to roles, compensation, or culture especially if those details are still being negotiated.

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Acquisitions Shares M&A Valuation 40

How2Exit

AUGUST 8, 2023

rn In the podcast, Chelsea Mandel, the founder of Ascension Advisory, discusses her experience in the real estate and M&A space, particularly in sale-leasebacks. This confidence allows the business to negotiate a lease that provides the same level of control and operational flexibility as ownership.

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