iMerge Advisors

APRIL 8, 2025

Whether you're responding to inbound interest, planning a strategic exit, or exploring liquidity options, the process requires careful orchestration from valuation and positioning to buyer outreach and deal structuring. Sophisticated buyers will scrutinize your financials, customer metrics, contracts, and team.

M&A 40

M&A Valuation Private Equity Negotiation 40

iMerge Advisors

APRIL 8, 2025

Are you optimizing for valuation, cultural fit, or speed? This allows time to optimize financials, clean up operations, and position the business for premium valuation. Understand What Your Company Is Worth Valuation is both art and science. Do you want to stay on post-sale or transition out quickly? Timing also matters.

Valuation 40

Valuation M&A Sale Negotiation 40

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. 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

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.

Business 52

Business Sale M&A Negotiation 52

Lake Country Advisors

FEBRUARY 18, 2024

M&A deals involve intricate details concerning financial regulation, due diligence, valuation, and negotiation. This isn’t merely a superficial understanding of general market trends but a comprehensive mastery of sector-specific nuances, patterns, and financial metrics that could be pivotal to the success of any deal.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Lake Country Advisors

AUGUST 7, 2023

On the other hand, economic downturns may lower business valuations but could also present opportunities for strategic buyers looking for bargains. Business valuation is a complex process considering numerous factors, such as your company’s financial performance, assets, market demand, and industry trends.

Business 96

Business Sale Negotiation Broker 96

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

M&A Leadership Council

JUNE 18, 2024

The assessment covers a wide range of areas, including financial, operational, legal, regulatory, cultural, and strategic aspects of the deal. Risk Identification: Identify potential risks in each key area (financial, operational, strategic, etc.): Financial risks: credit risk, liquidity risk, market risk, and valuation issues.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 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

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

M&A Leadership Council

JUNE 18, 2024

The assessment covers a wide range of areas, including financial, operational, legal, regulatory, cultural, and strategic aspects of the deal. Risk Identification: Identify potential risks in each key area (financial, operational, strategic, etc.): Financial risks: credit risk, liquidity risk, market risk, and valuation issues.

Risk Assessment 40

Risk Assessment M&A Mergers and Acquisitions Risk Management 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 Funds 130

GillAgency

FEBRUARY 10, 2022

Financial Role You will need to have very clean books, records and financials as well as a bullet-proof valuation of your business – the purchase price. Advisory Role The business sale process is extremely rewarding but equally excruciating. 15.4.3 Do not feel uncomfortable to push back.

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. Regular valuations help align expectations and identify key value drivers.

Business 130

Business IT Valuation Economics 130