Growth Business

JUNE 7, 2023

By Simon King on Growth Business - Your gateway to entrepreneurial success So, you’re trying to sell some equity… Just as with selling any other product, there is a sales process to go through: prep, introduction, qualification, presentation, objection handling, closing and follow up. How much money?

Investors 95

Investors Business Sale Investment 95

Wall Street Mojo

JANUARY 18, 2024

Article Link to be Hyperlinked For eg: Source: Trial Balance (wallstreetmojo.com) At the end of the financial year, the balances of all the ledger accounts are extracted. Entry of incorrect amount in ledger statement – For Example, a credit sale of $ 1000 to Anya wrongly posted her account at $ 100.

Accountant 98

Accountant Book-building Financial Statement Financial Modeling 98

Wall Street Mojo

JANUARY 17, 2024

Thus, it accounts for a company’s financial standing and reveals the corporate efficiency in managing its cash and liquidity position. The investing activities comprise the long-term asset purchase or sale. It ascertains the closing balance of cash and cash equivalents at the end of the year.

Accountant 98

Accountant Finance Finance Profitability 98

iMerge Advisors

APRIL 10, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. How do they add value beyond introductions?

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. How do they add value beyond introductions?

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

Mergers and Inquisitions

JANUARY 24, 2024

They over-complicated the financial model (e.g., So, you could receive a financial modeling case study – as in this example – but you could also potentially receive a “qualitative” case study: Do some market research on Company X and explain why you would or would not invest, the risk factors, etc.

Equities 105

Equities Valuation Financial Statement Financial Modeling 105

OfficeHours

AUGUST 20, 2023

During the hold period, the private equity firm can improve operations, management structure, and financial strategies to optimize the business. Once improved, the exit can then take place, usually in the form of another sale or an Initial Public Offering (IPO), both of which are usually under the advice of an investment bank.

Private Equity 130

Private Equity Equities Investment Banking Finance 130

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Profit and Loss Statement (wallstreetmojo.com) A company compares its actual P&L figures to predictions or industry benchmarks and accordingly makes adjustments in future strategies. One can calculate the company’s overall profit by utilizing its sales and deducting its expenses.

Profitability 52

Profitability S&P Financial Statement Accountant 52

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Revenue Sharing (wallstreetmojo.com) Primarily revenue distribution is a firm sharing its success with everyone—especially stakeholders. That is incoming cash flow from ticket sales, merchandise, etc. Recommended Articles This article has been a guide to what is Revenue Sharing.

Shares 52

Shares Financial Modeling Financial Models Profitability 52

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Majority Shareholder (wallstreetmojo.com) The majority shareholders enjoy decision-making power in the company as major decisions require their approval. Recommended Articles This article has been a guide to Majority Shareholder and its meaning.

Financial Modeling 52

Financial Modeling Financial Models Valuation Shares 52

Focus Investment Banking

DECEMBER 5, 2024

Working within the tire and service industry, I’m often asked the steps companies can take to prepare a business for sale and attract investors. This is the second in a series of articles that answers the most common questions I am asked by tire and service business owners. How do I prepare my business for sale or to attract investors?

Business 52

Business Sale Negotiation Investors 52

Wall Street Mojo

JANUARY 15, 2024

read more , and other requirements to express his opinion on the objective and unbiased view of the company’s financial statements during the period under consideration. 2 – Documentation Under the documentation, the auditor collects written documents like purchase invoices, sales invoices, policy documents of the company, etc.,

Financial Statement 52

Financial Statement Financial Modeling Financial Models Accountant 52

Wall Street Mojo

JANUARY 16, 2024

Article Link to be Hyperlinked For eg: Source: Cost of Labor (wallstreetmojo.com) It is an amount paid by employers towards the workers’ wages, benefits, and payroll taxes. These are the necessary expenditures and can be fixed or variable in nature like the office expenses, administration, sales promotion expense, etc.

Financial Modeling 52

Financial Modeling Financial Models Manufacturing Management 52

Mergers and Inquisitions

MARCH 13, 2023

In 24 hours, it went from “We’re fine, but we took some losses and need additional capital” to “The FDIC is taking over, the government has guaranteed uninsured deposits, and there might be additional bank runs and a financial crisis or three.” It’s the second-biggest bank failure in U.S. history and the largest bank to collapse since 2008.

Banking 123

Banking Bank Funds Government 123

Wall Street Mojo

FEBRUARY 9, 2024

Article Link to be Hyperlinked For eg: Source: Bullish Engulfing Pattern (wallstreetmojo.com) This two-candlestick pattern indicates that the bears or sellers pushed the financial asset’s price lower in the green candle. Also, the number of buy trades are more than the sale. How To Trade? Start Learning Now How To Find?

Financial Asset 52

Financial Asset Financial Modeling Financial Models Stock 52

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Tax Accounting (wallstreetmojo.com) Also, tax policies in each country differ with Generally Accepted Accounting Principles on various items. You are free to use this image o your website, templates, etc, Please provide us with an attribution link How to Provide Attribution?

Accountant 52

Accountant Profitability Financial Modeling Financial Models 52

Wall Street Mojo

JANUARY 16, 2024

When there is a discrepancy in the statements, they get to know where the issue lies and treat them accordingly, thereby helping them know their exact financial position. Balance reconciliation is required to ensure that all purchases and sales transactions are recorded properly. Table of contents What Is Reconciliation Statement?

Accountant 52

Accountant Banking Bank Financial Modeling 52

Mergers and Inquisitions

JANUARY 10, 2024

Some of these client differences relate to the distinction between private wealth management and private banking; for more on that, you should review the the private banking article. Think: benchmarking portfolios rather than modeling companies. If you have good sales skills, you could break in with a middling GPA (3.0 – 3.5)

Investment Banking 59

Investment Banking Management Banking Bank 59

Mergers and Inquisitions

APRIL 12, 2023

In regions like London and Hong Kong , ACs are used for investment banking , sales & trading , and other areas at banks and consulting firms. I will focus on the investment banking AC here to avoid turning this article into a novella (for S&T tips, see the article on rates trading ). How much would it be worth?

Investment Banking 64

Investment Banking Banking Bank Investment 64

Mergers and Inquisitions

MAY 24, 2023

I’ll do a deep dive into the entire space in this article, including the top funds, example trades, recruiting, exit opportunities, and more. We’ve covered merger arbitrage and activist hedge funds in separate articles, and distressed hedge funds will get their own future article, so I’ll focus on special situations here.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Mergers and Inquisitions

NOVEMBER 1, 2023

For more on this, please see our healthcare investment banking article. At the time of the deal, it was expected to grow sales at 3-5%: Remember that PE deals do not require “growth.” Advanced Financial Modeling : There’s a case study on Jazz Pharmaceuticals if you’re more interested in that vertical. If you have an M.D.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

iMerge Advisors

APRIL 8, 2025

This article outlines the key stages of a successful software company sale, with insights tailored to founders and executives navigating the M&A landscape. Prepare the Business for Sale Preparation is where value is either created or lost.

M&A 40

M&A Valuation Private Equity Negotiation 40

Mergers and Inquisitions

MARCH 13, 2024

Most of this guide deals with the “late-stage VC” strategy, as dozens of other articles cover private equity strategies such as leveraged buyouts and traditional private equity. Scaling a company’s sales & marketing by hiring more sales reps. Developing new products or services.

Private Equity 105

Private Equity Equities Capital Portfolio 105

iMerge Advisors

APRIL 16, 2025

This article explores the key frameworks, valuation methods, and strategic considerations for assessing the worth of your software IP whether its proprietary code, algorithms, patents, or data assets. For more, see How Do I Handle Earn-Outs in the Sale of My Software Business?

Valuation 40

Valuation M&A Engineering Negotiation 40

Software Equity Group

APRIL 9, 2024

Typical documents exchanged during the due diligence phase of an M&A transaction include documents such as the CIM, financial models, customer analysis, employee census, vendor agreements, sales contracts , intellectual property such as trademarks and copyrights, and so on.

Negotiation 52

Negotiation M&A Investors Shares 52

iMerge Advisors

APRIL 9, 2025

But valuation is not a static numberits a dynamic reflection of your companys financial performance, growth potential, market positioning, and the broader M&A environment. In this article, well break down how software companies are valued, what drives multiples, and how to position your business for maximum value.

Valuation 40

Valuation M&A Profitability Discounted Cash Flow 40

Mergers and Inquisitions

APRIL 19, 2023

I think this is a bit too complicated, so this article will use these 3 categories: Base Metals and Bulk Commodities – Anything used for energy (coal), as a precursor to other metals (iron ore), or to produce electronics, batteries, and other products (copper, cobalt, lithium, aluminum, etc.) goes here.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Mergers and Inquisitions

DECEMBER 4, 2024

Potential for Revenue Growth – Can the team monetize more effectively via the sale of additional streaming/broadcast rights? What about VIP ticket sales, apparel licensing, and media partnerships? For more on these points, please see the public finance investment banking article and the analytical examples there.

Investment Banking 105

Investment Banking Banking Bank Investment 105

Wall Street Mojo

JANUARY 16, 2024

Article Link to be Hyperlinked For eg: Source: Low-Hanging Fruit (wallstreetmojo.com) The low-hanging fruit principle applies to various business-related aspects, such as marketing, sales, and growth. This approach can help boost sales, make faster decisions, and ensure a steady flow of leads.

Financial Modeling 52

Financial Modeling Financial Models Business Valuation 52

Mergers and Inquisitions

JANUARY 22, 2025

People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. The difference is that IB is more of an explicit sales job , as deals must close for the bank to earn fees.

Investment Banking 64

Investment Banking Equities Banking Bank 64

Mergers and Inquisitions

OCTOBER 11, 2023

This one is probably the best “initial job” in CRE because you can get in without great credentials, you’ll do plenty of real estate financial analysis and valuation , and you’ll meet plenty of brokers and investors. Brokerage We have a detailed commercial real estate brokerage article , so you should review that for all the details.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

Lake Country Advisors

JANUARY 13, 2025

This article outlines the key differences, helping you identify the right professional for your business goals. Identify Prospective Buyers Finding the right buyer is essential for a successful sale. Tax Implications : They work with accountants to address tax considerations, optimizing your financial outcome.

Broker 52

Broker M&A Business Negotiation 52

iMerge Advisors

APRIL 9, 2025

But valuation is not a static number its a process, shaped by market dynamics, financial performance, and the strategic lens of potential buyers. Are you preparing for a sale, raising capital, issuing equity to employees, or planning estate transfers? The Software Company Valuation Process: Step-by-Step 1.

Valuation 40

Valuation M&A Discounted Cash Flow Business 40

iMerge Advisors

APRIL 12, 2025

This article outlines the key strategies to help you negotiate the best possible outcome when selling your software company from pre-market positioning to final term sheet negotiations. Key components of a strong deal include: Valuation: Based on EBITDA, ARR, or revenue multiples, depending on your model.

Negotiation 40

Negotiation M&A Valuation Private Equity 40

Mergers and Inquisitions

APRIL 30, 2025

We have detailed articles on both venture capital and corporate development careers , so Ill refer you to those for the main points. Financial Modeling and Valuation: When you analyze a potential investment in CVC, you might look ahead to potential synergies if your firm ends up acquiring the startup in the future.

Capital 59

Capital Corporation Funds Investment 59