Chesapeake Corporate Advisors

FEBRUARY 9, 2023

Key Figures That Impact Valuation A business with growing revenue will surely attract buyers at a good price, right? Various factors impact your business valuation. Simply growing your top line revenue isn’t enough to ensure a high valuation and a good offer. Company A’s gross profit is $2,000,000 higher than Company B’s.

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Valuation IT Profitability Sale 52

Devensoft

AUGUST 22, 2023

Navigating M&A valuations with precision is paramount for informed decision-making. Our guide equips you with step-by-step instructions on employing the Enterprise Value Calculator effectively, complete with insights into optimal practices for precision valuations. Let’s dive into the intricacies of this invaluable resource.

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Valuation M&A Utilities Mergers and Acquisitions 52

Lake Country Advisors

OCTOBER 31, 2024

Buying into a business as a partner offers ownership and profit potential but also comes with risks. It grants you partial ownership, decision-making power, and a share of profits, but it also comes with substantial responsibilities. Evaluating a business thoroughly before making this decision is critical.

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Business Profitability Debt Shares 52

MergersCorp M&A International

NOVEMBER 16, 2024

MergersCorp M&A International, a leading investment banking advisory firm specializing in mergers and acquisitions, is proud to announce the acquisition of the official sell side mandate for one of Italy’s most prestigious Serie A soccer clubs.

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M&A Securities Mergers and Acquisitions Investment Banking 52

How2Exit

JUNE 10, 2024

Currently, Michael is a partner at Mufson Howe Hunter & Company (MHH), where he specializes in mergers and acquisitions and provides expert advisory services to clients looking to achieve successful exits. Normalizing salaries and capital expenditures is necessary to reflect the company's true profitability.

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Investment Banking Business Investment Bank 100

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.

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Business Mergers and Acquisitions Broker M&A 85

Sica Fletcher

APRIL 30, 2024

This article presents a step-by-step guide on how to value an insurance agency - both in the sense of how a valuation agency/M&A advisor goes about valuation, and also in terms of what insurance agency owners can do to maximize their valuation prior to running an M&A deal.

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Insurance Valuation M&A S&P 52

Francine Way

JULY 7, 2017

Potential targets should offer additional profit, new customers, new markets, new products for offering diversification, new technical capabilities, or other value that improve the acquirer’s current standing. Transaction Criteria: Valuation: Is there a targeted floor and ceiling to transaction multiple used to value the target?

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M&A Acquisitions Consulting Capital 130

How2Exit

FEBRUARY 27, 2023

They offer a range of services, such as advisory, technology, and due diligence services to help business owners through the process. Monetizing search criteria data can be a great way to increase profits and maximize the potential of investments. Concept 8: Build boring businesses for profit. The blog was sold for $5.2

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Profitability Business Investors Investment 130

How2Exit

JULY 13, 2023

The criteria include factors such as valuation multiples, legal issues, availability of buyers, ESG focus, maturity, and competition. 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.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

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.

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Insurance Valuation M&A S&P 52

Sica Fletcher

SEPTEMBER 17, 2024

When insurance agency sellers have already met with prospective buyers, they may have been offered a valuation based on their “adjusted EBITDA.” The following article provides a brief overview of EBITDA and adjusted EBITDA valuations for insurance agencies. What Is EBITDA? What Is Adjusted EBITDA?

Insurance 52

Insurance Valuation Profitability 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. Who Performs A Valuation? Self-representation can lead to inaccurate valuations that give sellers a false sense of how much their company is worth.

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Valuation M&A Insurance Advisory 52

Cooley M&A

AUGUST 30, 2019

Often discussed in the context of bridging a valuation gap, an “earn-out” can be a (seemingly) attractive solution for parties who have reached agreement on everything but the purchase price. Teachers Insurance and Annuity Association of America (TIIA ) , TIAA acquired Nuveen, a mutual fund and advisory firm, from Windy City for $6.25

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Valuation Mergers Advisory Insurance 40

MergersCorp M&A International

NOVEMBER 1, 2024

Revenue and Fees: Revenues can be derived from management fees, performance fees, and other advisory fees. A common approach to valuation is to consider the fee structure: AMCs may charge a percentage of AUM (often ranging from 0.5% Net Income and Profit Margins: Net income provides insight into the profitability of the business.

Asset Management 52

Asset Management Management Valuation Discounted Cash Flow 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.

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Private Equity Consulting Portfolio Equities 147

Sica Fletcher

MAY 8, 2024

And it certainly does not stop less-than-reputable advisory firms from agreeing to represent you and taking their regular retainer fees, despite knowing full well your agency can’t be sold. Beyond proof of sustained profitability when analyzing these documents, look for: Liquid Assets. This does not stop many owners from trying.

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Insurance M&A Valuation Advisory 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.

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Mergers and Acquisitions Advisory M&A Negotiation 52

Sica Fletcher

APRIL 11, 2024

Your agency valuation will play a large role in influencing how buyers perceive your agency’s worth. Take time before bringing your agency to market to optimize your daily operations, thus increasing the likelihood of a higher valuation. Generally, these fall into two distinct categories of advisory firms or investment banks.

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Insurance Advisory M&A Investment Banking 52

Mergers and Inquisitions

OCTOBER 30, 2024

Better transition roles for moving into IB/PE/related fields are corporate banking , Big 4 TS/TAS/valuation , credit analysis , or even commercial real estate or management consulting. are quite specific to each company, and you never get this granular in advisory or investing roles. What Are Corporate Finance Jobs?

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Corporate Finance Finance Finance Corporation 105

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.

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Valuation M&A Sale Negotiation 40

Sica Fletcher

SEPTEMBER 3, 2024

The following article details the process of selling an insurance agency book of business in 2024, including deviations from the process of selling an agency, the valuation process, and common payout structures. The table below contains a few recommendations to make your business more profitable. Why Sell Just the Book?

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Insurance Business Valuation M&A 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. 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

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., Valuation For a more in-depth examination of the valuation process, consult our previous article on the subject here. Valuation is a process in and of itself.

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M&A Insurance Valuation Advisory 52

How2Exit

OCTOBER 26, 2024

E253: How Branden Coluccio Turned Failure into MILLION-DOLLAR Success - Watch Here About the Guest(s): Branden Coluccio is the Managing Director of Relentless Ventures, a dynamic firm focusing on acquisitions and advisory services. Notable Quotes: "All my family members are small business owners… I wanted to build big businesses." "Do

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Mergers and Acquisitions Private Equity Business Healthcare 130

How2Exit

APRIL 15, 2024

rn Episode Summary: rn In this episode, Ross Turner shares his journey from running a successful digital marketing business in the UK to partnering with industry experts in the US to build a billion-dollar enterprise valuation corporation. He is known for his expertise in driving traffic, writing copy, and building high-performing teams.

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Capital Mergers and Acquisitions Business IT 130

Software Equity Group

MAY 23, 2023

“How profitable is your software business?” Nevertheless, profitability is a critical measure of success that any business owner should understand and be able to communicate. Now more than ever, private equity firms and other buyers prioritize profitability when analyzing potential acquisition targets.

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Profitability Accountant Recruitment Mergers and Acquisitions 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. Concept 4: Financials Can Be Deceiving The podcast discusses the challenges that arise when buying small businesses, particularly those with sub-$5 million valuations.

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Business Investment Profitability Risk Assessment 130

Solganick & Co.

OCTOBER 6, 2023

Business Valuation: Understand and obtain a professional valuation or estimate to understand the worth of your technology business. Running a compresensive and targeted M&A auction process will help to maximize the outcome including receiving multiple offers and driving valuation higher. Solganick & Co.

Sale 52

Sale Business Valuation M&A 52

Sica Fletcher

JULY 1, 2024

Although the seller’s goal does impact how each M&A transaction is conducted, it does not affect whether or not they need to improve their brokerage prior to the initial valuation. boost your profits, cut your bottom line), doing so with a brokerage requires paying special attention to the diversity of your policy portfolio.

Insurance 52

Insurance M&A Advisory Funds 52

Sica Fletcher

APRIL 2, 2024

Insurance M&A Deal Valuation, 2024 Starting out in 2024, EBITDA and revenue multiples are in a good place, experiencing modest YoY growth despite the economic downturn of the last 18 months. In deals with the highest earnout, business owners turn to a specialized M&A advisory firm to handle negotiations and oversee valuations.

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M&A Insurance S&P Broker 52

Sica Fletcher

JULY 31, 2024

With such a high level of competition, they face the double-edged sword of higher overall valuations vs. a relatively smaller initial payout as equity becomes an increasingly larger percentage of buyer offers. This has led to very high valuation multiples (~11.5x When selecting an advisor, consider the following: Reputation.

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M&A Insurance Debt Equities 52

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

FEBRUARY 24, 2023

This involves buying smaller companies and then combining them to create a larger, more profitable entity. Additionally, it can be used to increase profitability through process improvements and investments in technology. Adam also emphasizes the importance of having a strong growth story and a charismatic leader.

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Private Equity Equities Business Mergers and Acquisitions 130

Sun Acquisitions

JANUARY 10, 2022

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.”. We work with clients that are interested in the confidential sale, acquisition or valuation of privately held companies.

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Sale Acquisitions Mergers and Acquisitions Telecommunication 52

Sica Fletcher

MAY 15, 2024

essentially boils down to three major steps: Determine your insurance agency’s EBITDA Determine the standard valuation multiple for an agency of your size Multiply your EBITDA by the multiple to determine your expected payout (i.e., Interest, taxes, depreciation, and amortization are then added to this number.

Insurance 52

Insurance M&A S&P Valuation 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. How can I estimate the value of my business accurately?

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