Viking Mergers & Acquisitions

MAY 18, 2023

Lower overhead costs often mean increased profits, which the e-commerce sector has demonstrated with its substantial growth in recent years. Read on for four tips for selling an e-commerce business profitably and seamlessly. Look for a broker with a strong record of well-negotiated and profitable sales.

Business 85

Business Mergers and Acquisitions Broker M&A 85

OfficeHours

JUNE 5, 2023

Private equity consulting firms go beyond traditional advisory services by providing value-added services to their clients. The ultimate goal is to drive operational excellence and improve profitability, ultimately increasing the value of the carveout company and the profit of the exit for the private equity company.

Private Equity 147

Private Equity Consulting Portfolio Equities 147

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.

M&A 130

M&A Mergers and Acquisitions Private Equity Business 130

Lake Country Advisors

AUGUST 7, 2023

Aspects of your business such as revenue consistency, profitability, and growth rate are typical KPIs that will pique the interest of buyers. They are strategic initiatives that can enhance your business operations, competitiveness, and profitability in the long run.

Business 96

Business Sale Negotiation Broker 96

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. By completing a sell-side QofE early, you are also less likely to experience accounting surprises that hamper negotiations.

Business 52

Business Negotiation Investment Banking Sale 52

How2Exit

JUNE 12, 2023

For example, they offer a start-to-finish plan that is targeted towards first-time buyers and provides comprehensive buy-side advisory services. Ad backs refer to expenses that are added back to the business's profits to make it appear more profitable than it actually is. or contract and need help with the due diligence process.

Business 130

Business Investment Profitability Risk Assessment 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

How2Exit

APRIL 29, 2024

Learning from her firsthand experience, establishing genuine connections based on shared interests or experiences, such as musical preferences, creates trust and fosters favourable negotiations. rn "Creating a business with an exit in mind lays the foundation for not just a strong present, but a profitable future," Tina offers.

M&A 130

M&A Business Mergers and Acquisitions Acquisitions 130

Chesapeake Corporate Advisors

FEBRUARY 9, 2023

Besides revenue, buyers pay attention to two other numbers when evaluating a business and arriving at an offer price: Gross profit margin—your total revenue minus your cost of goods sold (COGS)—is one indication of your company’s profitability. Company A’s gross profit is $2,000,000 higher than Company B’s.

Valuation 52

Valuation IT Profitability Sale 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.

Negotiation 64

Negotiation IT Consulting Profitability 64

MergersCorp M&A International

JANUARY 25, 2024

MergersCorp M&A International, a leading global mergers and acquisitions advisory firm, is renowned for its comprehensive suite of services catering to the diverse needs of its customers involved in M&A transactions.

M&A 52

M&A Mergers and Acquisitions Financial Analysis Advisory 52

Sica Fletcher

APRIL 30, 2024

Preparing for an Insurance Agency Valuation Because the valuation process is really about determining the profitability of your insurance agency, any and all efforts should be made prior to the valuation to reduce costs and generate revenue. This figure is often averaged by calculating EBITDA over the course of several years.

Insurance 52

Insurance Valuation M&A S&P 52

Sun Acquisitions

JANUARY 10, 2022

Toby has over 35 years of experience in originating, structuring and negotiating business purchase and sale transactions. Andrew Sternal, the owner, always operated his company profitability and the high level of buyer interest is a testament to his business acumen and attention to detail with his customers.”.

Sale 52

Sale Acquisitions Mergers and Acquisitions Telecommunication 52

Sica Fletcher

SEPTEMBER 17, 2024

This valuation model is used largely in M&A settings to determine the value of a company as it would appear to a prospective buyer by adding interest, taxes, depreciation, and amortization costs back into the business’s profits, since these elements will be fundamentally different post-closing.

Insurance 52

Insurance Valuation Profitability M&A 52

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.

Insurance 52

Insurance Valuation M&A S&P 52

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.

Sale 130

Sale Mergers and Acquisitions Business M&A 130

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.

Negotiation 52

Negotiation M&A Investors Shares 52

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.

Valuation 40

Valuation M&A Sale Negotiation 40

Solganick & Co.

OCTOBER 6, 2023

Consider factors like revenues by type, growth rates, gross profit margins, EBITDA and potential adjustments (positive and negative), customer concentration, intellectual property, client and revenue retention rates, comparable companies that have recently traded, public companies in the sector, and other industry benchmarks.

Sale 52

Sale Business Valuation M&A 52

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?

Valuation 52

Valuation M&A Insurance S&P 52

Sica Fletcher

MARCH 26, 2024

Buyers want to acquire your agency and intend to sell it after several years for a profit, typically as part of a larger portfolio of purchased companies (e.g., and EBITDA gives buyers a better sense of the agency's future profitability. The advisory team targets a single high-profile buyer on whom they focus their marketing efforts.

M&A 52

M&A Insurance Valuation Advisory 52

Sica Fletcher

MARCH 12, 2024

Insurance Agency Valuation: The Core Methods EBITDA An EBITDA ( earnings before interest, taxes, depreciation, and amortization ) valuation is a projection of a company’s profits that also includes the agency’s potential for overall profitability. SaaS, tech), those with very high projected growth rates, or for early-stage agencies.

Valuation 52

Valuation Insurance M&A Profitability 52

Sica Fletcher

JULY 2, 2024

Financial: Often referred to as private equity, these buyers are interested in purchasing an insurance agency for the express purpose of making it more profitable and then reselling it further down the road. That’s one of several reasons why it’s so important to work with an experienced M&A advisory firm.

Insurance 52

Insurance M&A Private Equity Advisory 52

Sica Fletcher

SEPTEMBER 3, 2024

The table below contains a few recommendations to make your business more profitable. YoY growth, profitability, agency structure) that don’t necessarily result directly from the BoB. Selling an insurance agency book of business has a few advantages over selling the agency in total.

Insurance 52

Insurance Business Valuation M&A 52

iMerge Advisors

APRIL 9, 2025

Profitability and Margins While some buyers prioritize growth over profits, especially in earlier-stage deals, strong gross and EBITDA margins still matter. The real value is unlocked through a well-run M&A process, strategic positioning, and expert negotiation. They indicate operational discipline and scalability.

Sale 40

Sale Valuation M&A Discounted Cash Flow 40

iMerge Advisors

APRIL 10, 2025

Search funds or individual buyers may be suitable for smaller, profitable SaaS businesses with stable recurring revenue. Thats why many founders choose to work with M&A advisors who can quarterback the process, maintain momentum, and protect your leverage during negotiations. The post How do I find buyers for my software company?

Private Equity 40

Private Equity M&A Equities Valuation 40

Sica Fletcher

MAY 15, 2024

This removes the effects of non-cash expenses on the agency, thus isolating the agency’s profitability because they can be different under the buyer’s management. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. How Much Is My Insurance Agency Worth?”

Insurance 52

Insurance S&P M&A Valuation 52

Sica Fletcher

APRIL 2, 2024

PE firms have taken up a larger space in the total number of insurance M&A acquirers, making the profit motive for acquiring a small agency a bigger factor influencing insurance M&A deals in the current market. Agency vs. Company: Which Is The Better Insurance M&A Deal?

Insurance 52

Insurance M&A S&P Broker 52

MergersCorp M&A International

JANUARY 25, 2024

Turn Capital works with founders to drive companies towards growth and profitability, creating long term value for all stakeholders in the process. About the Transaction The operation has been achieved thanks to the advisory servive provided by MergersCorp M&A International.

Investment 52

Investment M&A Mergers and Acquisitions Capital 52

Sica Fletcher

JULY 31, 2024

These buyers are interested in the financial profitability of their returned investment post-closing, which means they are willing to purchase agencies at a loss now if they see the possibility of profiting from them in the future. When selecting an advisor, consider the following: Reputation.

M&A 52

M&A Insurance Debt Equities 52

How2Exit

JULY 23, 2023

Carvalho's own journey from working at Deloitte to starting his own M&A advisory firm and co-founding Divestopedia is a testament to the power of focus and specialization. He encourages buyers to approach negotiations with a mindset of fairness and to put forth offers that reflect the true value of the business.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

iMerge Advisors

APRIL 19, 2025

Understanding these dynamics is essential to tailoring your positioning and negotiating leverage. EBITDA or cash flow Especially relevant for profitable or breakeven businesses. These can bridge valuation gaps but require careful negotiation. Multiples vary by growth rate, churn, and net revenue retention.

Valuation 40

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. They have a say over profits and company ownership. However, with that said, most of today’s investors aren’t content with just being silent partners. They do expect to be involved in the daily operations.

Equities 52

Equities Business Broker Investors 52

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. This could include the buyer's desired revenue, growth rate, and profit margins. Finally, it is essential to have an accurate ad back schedule.

M&A 130

M&A Business Book-building Sale 130

Cooley M&A

AUGUST 30, 2019

Call it a compromise, call it delayed gratification, but do not call it simple: earn-out payments often give rise to disputes because the interpretation of what qualifies as the achievement of previously negotiated milestones can differ wildly once viewed through the muddied lens of time. In Windy City Investments Holdings, LLC v.

Valuation 40

Valuation Mergers Advisory Insurance 40

Devensoft

AUGUST 22, 2023

Properly valuing a company involved in an M&A transaction allows stakeholders to make informed decisions and negotiate effectively. Investment Banking Tools: Investment banks and financial advisory firms often use proprietary software or tools tailored for enterprise valuation during M&A transactions.

M&A 52

M&A Valuation Utilities Mergers and Acquisitions 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.

Insurance 52

Insurance Valuation M&A S&P 52