Align Business Advisory Services

AUGUST 12, 2024

Integrating high-tech tools like drone inspections, project management software, and advanced materials makes their processes more efficient and accurate, which can significantly boost their company valuations and make them more appealing to.

Valuation 78

Valuation Management Business 78

iMerge Advisors

MARCH 9, 2023

The post SaaS Valuation Multiples Understanding the Rule of 40 appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

Valuation 52

Valuation Advisory M&A Business 52

Sica Fletcher

JUNE 11, 2024

The following report contains our projections for Q3 2024 insurance broker valuation multiples. Insurance Broker Valuation Multiples: Q3 2024 Projections Using these numbers as a baseline, let’s examine the insurance industry more closely to identify influential factors behind its specific changes.

Broker 52

Broker Insurance Valuation S&P 52

Sica Fletcher

MARCH 12, 2024

As one of the most active M&A firms in the insurance sector, we are frequently asked how insurance agency valuations work. This article discusses the fundamentals of insurance agency valuations, plus a few lesser-known factors that play into these processes before we give an overview of the insurance M&A market in 2024.

Valuation 52

Valuation Insurance M&A Profitability 52

Successful Acquisitions

SEPTEMBER 11, 2023

The Verdict is In on the Sell Side: Business Valuation Basics By Brian Goodhart Valuation is a fundamental aspect of the complex and intricate world of mergers and acquisitions. Today, we will delve into the intricate art and science of valuation, exploring its various components and purposes.

Valuation 64

Valuation Business Discounted Cash Flow Mergers and Acquisitions 64

Sica Fletcher

MARCH 14, 2024

Insurance agency valuation is a critical component of running an M&A deal, but executing this multi-step process well requires a great deal of specialized education and experience. In addition, getting the valuation process started demands a hefty bill and entails poring over extensive documentation for several weeks.

Insurance 52

Insurance Valuation M&A Consulting 52

Sun Acquisitions

JULY 20, 2023

It can be a daunting process, but with the help of the right advisory team, it can be a lot easier. In this blog post, we will discuss finding and choosing the right advisory team to help you sell your business. When choosing an advisory team , looking for experience and expertise is essential. Look for experience and expertise.

Advisory 40

Advisory Business Negotiation M&A 40

PCE

MAY 8, 2024

Your CFO and other executives want to know, “How does the RPO impact our company’s valuation?” For your company’s executive team, however, it can create financial challenges. With an increasing share price comes an increasing repurchase obligation (RPO). and “How will the RPO impact our future cash flows and ability to grow?”

Valuation 52

Valuation Shares IT Advisory 52

How2Exit

OCTOBER 13, 2024

With poignant anecdotes and practical advice, Lane emphasizes the value of good advisory and how his current firm, Optima Mergers and Acquisitions, bridges gaps in the small and lower middle market. Proper valuation and advisory are essential. Effective communication is the backbone of any M&A process.

Sale 130

Sale Business Mergers and Acquisitions M&A 130

PCE

DECEMBER 5, 2023

This is true when there are signs that our ESOP valuation firm is no longer providing the necessary professional assistance. Change is hard to initiate even when we know the results will be better for us. Our reluctance fades however, if warning signs begin pointing to increased risks for our company.

Valuation 52

Valuation Advisory Business 52

Chesapeake Corporate Advisors

MARCH 22, 2023

You may have heard the term “business valuation” in the context of selling a company. But a business valuation is much more than a tool to assess how much a buyer might pay for the company you have spent years building. At any stage of your business’ lifecycle, a valuation can create a competitive advantage.

Valuation 52

Valuation Business Advisory Corporation 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.

M&A 52

M&A Valuation Utilities Mergers and Acquisitions 52

JD Supra: Mergers

JUNE 1, 2023

The trio explore current instabilities in the market with respect to deal flow, valuation issues, and emerging risks. The partners also. By: Lowenstein Sandler LLP

Private Equity 130

Private Equity M&A Insurance Equities 130

InvestmentBank.com

NOVEMBER 1, 2020

One of the biggest struggles with selling in the middle to lower middle market is business valuation expectations. One of the biggest problems with valuations is what I might call the Instagram , Whatsapp , OculusVR skew. Valuation multiples don’t increase if your bottom-line increases. You’re a traditional business.

Valuation 52

Valuation Business Mergers and Acquisitions Management 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.

Valuation 52

Valuation M&A Insurance Advisory 52

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. However, they still expect EBITDA to support the valuation.

Valuation 52

Valuation IT Profitability Sale 52

Sun Acquisitions

AUGUST 2, 2022

After targets are identified and screened, Sun provides advisory services including valuation, drafting and negotiating offer letters, and due diligence support. We work with clients that are interested in the confidential sale, acquisition, or valuation of privately held middle market and main street companies.

Acquisitions 98

Acquisitions Mergers and Acquisitions Advisory Middle Market 98

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% Technological Advancements and Innovation: Technological disruption in finance can impact valuations.

Asset Management 52

Asset Management Management Valuation Discounted Cash Flow 52

Sica Fletcher

JUNE 14, 2024

M&A professionals prefer it over other valuation methods for this reason, because it provides buyers with a clearer picture of how much the agency is worth to them. While valuation multiples – especially for private companies – have been a hidden source of information for decades, it has become more transparent in the last few years.

Insurance 52

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

Chesapeake Corporate Advisors

MAY 12, 2023

Baltimore, MD, MAY 12, 2023 —To support its continued growth as a top boutique investment banking and corporate advisory firm in the Mid-Atlantic region, Chesapeake Corporate Advisors (CCA) recently welcomed Miles Gally to the investment banking team.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Sun Acquisitions

JUNE 15, 2023

After targets are identified and screened, Sun Acquisition provides advisory services including valuation, drafting and negotiating offer letters, and due diligence support. We work with clients that are interested in the confidential sale, acquisition, or valuation of privately held middle market and main street companies.

Acquisitions 52

Acquisitions Mergers and Acquisitions Advisory Middle Market 52

Sun Acquisitions

JUNE 13, 2024

Step 2: Conduct a Comprehensive Business Valuation Understanding the actual value of your business is crucial for a successful sale. A comprehensive business valuation involves assessing tangible and intangible assets, market conditions, and future growth potential.

Sale 59

Sale Mergers and Acquisitions Negotiation Business 59

Sun Acquisitions

FEBRUARY 27, 2024

About Sun Acquisitions Sun Acquisitions is a Chicago-based mergers and acquisitions firm specializing in the confidential sale, acquisition, or valuation of privately held companies.

Acquisitions 59

Acquisitions Mergers and Acquisitions Manufacturing Advisory 59

MergersCorp M&A International

OCTOBER 15, 2024

MergersCorp , a prominent player in the mergers and acquisitions advisory sector, recognizes the unique challenges and opportunities within the SPAC ecosystem. The firm’s commitment to innovation in M&A advisory services positions it as a leading player in the financial sector, ready to meet the challenges of the modern marketplace.

Mergers and Acquisitions 52

Mergers and Acquisitions Advisory IPO Initial Public Offering 52

Chesapeake Corporate Advisors

MAY 6, 2024

Baltimore, MD, May 7, 2024 – Chesapeake Corporate Advisors (CCA), a boutique investment banking and corporate advisory firm in the Mid-Atlantic region, announced that Timothy Brasel has been named a Managing Director in the firm’s investment banking group.

Management 52

Management Investment Banking Middle Market Boutique 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

The Deal

JANUARY 31, 2024

And as financing markets thaw and sellers become more flexible with valuations, 2024 will prove to be a busier year. “I do think we’re going to see the beginning of what we’d like to refer to as the valuation reconciliation,” Amster said.

Private Equity 59

Private Equity Capital Valuation Equities 59

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.

Insurance 52

Insurance Valuation M&A S&P 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.

Insurance 52

Insurance Advisory M&A Investment Banking 52

Solganick & Co.

FEBRUARY 15, 2023

Highlights of public valuation multiples include: The report covers public and private companies including public valuation tables for each subsector. Highlights of public valuation multiples include: The report covers public and private companies including public valuation tables for each subsector.

M&A 52

M&A Middle Market Valuation Consulting 52

Solganick & Co.

JUNE 2, 2024

It covers the latest M&A transactions, provides a data analytics market map, updates on industry size and growth data, and publicly traded companies and valuations in the sector. June 2, 2024 – Solganick & Co. has published its latest mergers and acquisitions (M&A) and market update and report on the data analytics sector.

M&A 52

M&A Mergers and Acquisitions Mergers Valuation 52

Align Business Advisory Services

AUGUST 6, 2024

When evaluating offers, business owners exploring exit strategies are increasingly encountering the concept of rollover equity, as buyers and sellers look for innovative ways to bridge valuation gaps and structure mutually beneficial deals.

Equities 76

Equities Business Valuation IT 76

Trout CPA: M&A

FEBRUARY 22, 2023

Written by Andrew Rice, CPA, CVA , Managing Director of Trout CPA’s Transaction Advisory Services If there’s one M&A topic that continually rears its head, causing confusion (at best) and consternation (at worst), it’s net working capital (NWC).

Capital 52

Capital Advisory M&A Management 52

How2Exit

SEPTEMBER 18, 2023

He is now the founder of a M&A advisory consultancy and brokerage, helping private practices in the healthcare sector prepare for sale and find buyers. He has experience in buying and selling businesses, as well as providing M&A advisory services to clients.

Healthcare 147

Healthcare Investment M&A Business 147

Sun Acquisitions

FEBRUARY 24, 2023

With more than 3,500 advisory firms and over 2,000 corporate buyers, Axial ranks advisory firms based on close rates of businesses listed on their platform and not a self-reported performance which may include private sales. “With over 20 years of experience, we have successfully completed over 450 transactions.

Middle Market 52

Middle Market Acquisitions Mergers and Acquisitions Advisory 52

Sun Acquisitions

AUGUST 21, 2024

Additionally, Sun Acquisitions provided ongoing advisory services to Petersen Furniture throughout the due diligence process. About Sun Acquisitions Sun Acquisitions is a premier mergers and acquisitions firm specializing in confidential sales, acquisitions, and valuations for privately held companies.

Sale 59

Sale Acquisitions Mergers and Acquisitions Food 59