Chesapeake Corporate Advisors

MAY 7, 2024

The CPA prepares key financials before the sale process begins—such as audited or reviewed financial statements—and provides the financial documents buyers use to value the deal.

Business 52

Business Sale M&A Negotiation 52

MergersCorp M&A International

JANUARY 11, 2024

MergersCorp M&A International is a leading advisory firm that specializes in mergers and acquisitions (M&A) transactions. The financial due diligence service provided by MergersCorp M&A International aims to assess the target company’s financial health and attractiveness.

M&A 52

M&A Mergers and Acquisitions Financial Statement Investors 52

SDR Ventures

AUGUST 24, 2022

Advisory Panel Members: – Scott Mitchell , Director of Investment Banking, SDR Ventures – Spencer Clawson, Partner, Peterson Partners – Thomas Courtney, President & CEO, The Courtney Group – Doug Rodgers, Chairman, Focus Investment Banking To read Axial’s coverage of the roundtable event, click here.

M&A 52

M&A Capital Raising Investment Banking Business 52

MergersCorp M&A International

JANUARY 4, 2024

MergersCorp M&A International is a global mergers and acquisitions advisory firm that specializes in assisting companies in their M&A endeavors. This involves analyzing financial statements, conducting due diligence, and evaluating the strategic fit of the target company with the client’s business objectives.

Business 52

Business M&A Mergers and Acquisitions Investment 52

Lake Country Advisors

FEBRUARY 18, 2024

Advisors can delve deep into financial statements, operational metrics, and strategic business models to uncover value drivers that could bolster a company’s valuation. It highlights the importance of partnering with professional M&A advisory services when considering or executing upcoming transactions.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Sun Acquisitions

SEPTEMBER 9, 2022

They can scrutinize company books, records, and financial statements. 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. What does this mean practically?

Equities 52

Equities Business Broker Investors 52

How2Exit

JUNE 12, 2023

The process of due diligence involves taking a close look at the financial, operational, and technical aspects of the business in question. This can include things like analyzing financial statements, reviewing contracts and agreements, and examining the technical infrastructure of the business.

Business 130

Business Investment Profitability Risk Assessment 130

M&A Leadership Council

JUNE 18, 2024

Data Collection: Gather relevant data and documents, such as financial statements, legal filings, operational reports, and market analyses: Collect historical and current financial statements, including balance sheets, income statements, and cash flow statements.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

Mergers and Inquisitions

MAY 29, 2024

However, many people also use the term more broadly to refer to equity, debt, and advisory for infrastructure assets. Normal companies have significant overhead and are so affected by timing differences in cash receipts/payments that it makes sense to track these items in detail on the Income Statement, Balance Sheet, and Cash Flow Statement.

Corporate Finance 59

Corporate Finance Financial Modeling Financial Models Finance 59

Lake Country Advisors

AUGUST 7, 2023

Financial Preparation for Selling Financial preparation is a critical step before listing your business for sale, including having accurate, up-to-date financial statements and forecasts and understanding how different valuation methods can impact your sale price.

Business 96

Business Sale Negotiation Broker 96

How2Exit

MARCH 23, 2023

Joe Valli, a serial entrepreneur and founder of Quiet Light Brokerage, one of the leading online-focused M&A advisory firms in the world, has helped facilitate over a half billion in exits. One of the best ways to maximize business value when exiting is to work with a professional.

M&A 130

M&A Business Book-building Sale 130

M&A Leadership Council

JUNE 18, 2024

Data Collection: Gather relevant data and documents, such as financial statements, legal filings, operational reports, and market analyses: Collect historical and current financial statements, including balance sheets, income statements, and cash flow statements.

Risk Assessment 40

Risk Assessment M&A Risk Management Mergers and Acquisitions 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. She highlights the benefits of this strategy, such as providing liquidity, improving financial flexibility, and reducing risk for businesses involved in M&A activities.

Sale 130

Sale Mergers and Acquisitions Business M&A 130

Devensoft

AUGUST 22, 2023

Investment Banking Tools: Investment banks and financial advisory firms often use proprietary software or tools tailored for enterprise valuation during M&A transactions. Step 1: Gather Accurate Financial Data The first step in the valuation process is to collect comprehensive and accurate financial data for the target company.

Valuation 52

Valuation M&A Utilities Mergers and Acquisitions 52

GillAgency

FEBRUARY 10, 2022

Advisory Role The business sale process is extremely rewarding but equally excruciating. The process will have some of these steps Financial Due Diligence Buyer and his/her team will inspect a minimum of the last 3 years of financial statements, sales and profits by business line, product and service categories and customer segments.

Business 52

Business Sale Broker IT 52

How2Exit

FEBRUARY 17, 2025

(How to Fix It Before You Sell) - Watch Here About the Guest: Alina Rivera is a business valuation expert and the founder of Advising Puerto Rico , a firm specializing in business advisory, financial planning, and fractional CFO services.

Business 130

Business IT Valuation Economics 130

Growth Business

MARCH 14, 2025

“Banks and investors often prefer detailed financial statements. It affects accountants and financial service providers too, as Haylock acknowledges. Some might pivot to financial advisory services or other value-added options. Some lenders dont like vague numbers. Those that dont could see a dip in business.

IT 52

IT Accountant Business Financial Statement 52