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

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

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

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. The presence of both talented entrepreneurs and individuals solely motivated by profit further complicates the industry.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

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

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

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

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

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

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

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

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

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

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

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

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

How2Exit

JULY 13, 2023

For example, one person may prioritize the liability of an industry due to having other assets to protect, while another person may prioritize the profitability of an industry. They stress the need to clearly communicate expectations from the beginning of negotiations, avoiding surprises later on.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

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

MergersCorp M&A International

FEBRUARY 13, 2024

MergersCorp M&A International is a leading international advisory firm specializing in the field of mergers and acquisitions (M&A). With a dedicated team of experienced professionals, MergersCorp aims to provide its clients with top-notch advisory services that facilitate successful mergers and acquisitions.

Mergers and Acquisitions 52

Mergers and Acquisitions Advisory M&A Negotiation 52

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

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.

Valuation 52

Valuation M&A Utilities Mergers and Acquisitions 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

Sica Fletcher

JUNE 20, 2024

Effectively, this means that, for the first time , buyers are purchasing insurance agencies at a loss for themselves in order to capitalize on what they see as profitable long-term investments. operating profit as a percentage of total revenue) when performing your valuation.

M&A 52

M&A Insurance Valuation Equities 52

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

Wall Street Mojo

JANUARY 4, 2024

Beyond this, it enables interviewers to decide if a particular acquisition or merger is promising and potentially profitable. In its essence, this test requires candidates to determine and present a deal’s profitability in a few minutes, armed only with a pen and paper.

Debt 52

Debt Private Equity Mergers and Acquisitions Investment 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

Sun Acquisitions

DECEMBER 29, 2021

It will act as the anchor, framework, and guide for all ensuing negotiations and due diligence procedures. By leveraging the skills and experience of your consultants you can spot bad deals quicker, negotiate with more confidence, and close at a price that you’re happy with. How profitable do you hope it to be?

Acquisitions 52

Acquisitions M&A Mergers and Acquisitions Business 52

Software Equity Group

JUNE 27, 2023

As an advisory firm specializing in software M&A, we at Software Equity Group have seen this deal structure become more attractive for many sellers as they look for additional upside and hear stories of their peers who benefited from a similar strategy.

Equities 52

Equities IT Private Equity M&A 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

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

Cooley M&A

JANUARY 25, 2023

These buyers seemed reluctant to acquire development-stage programs with high funding requirements and inherent risks of failure that would cut into profits (and not necessarily solve more near-term revenue issues) during a particularly volatile macroeconomic environment.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

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

Growth Business

MARCH 1, 2024

If your business has an innovative product that can disrupt the market as well as strong figures that suggest it can generate a large profit within five years, it’s very likely that a private equity company will be interested in you. We stayed in touch and, following various meetings, both parties were keen to pursue the opportunity.

Private Equity 59

Private Equity Equities Investment Business 59

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

GillAgency

FEBRUARY 10, 2022

Advisory Role The business sale process is extremely rewarding but equally excruciating. They may exclude some assets and/or liabilities based on mutual negotiations. Remember, everything is negotiable up to the point of accepting or rejecting the deal. 15.4.3 Do not feel uncomfortable to push back.

Business 52

Business Sale Broker IT 52

Devensoft

AUGUST 24, 2023

Financial Synergy : Financial synergy involves leveraging combined financial resources, such as capital, cash flow, or risk management capabilities, to achieve cost savings, maximize profitability, and enhance investment opportunities. Negotiate favorable terms with suppliers, secure bulk discounts, and explore consortium purchasing options.

Business 52

Business Collaboration Mergers and Acquisitions Management 52