Wall Street Mojo

JANUARY 16, 2024

Article Link to be Hyperlinked For eg: Source: Pass Through Entity (wallstreetmojo.com) The reason for passing through income structure is that the owners otherwise get double taxed Double Taxed Double Taxation is a situation wherein a tax is levied twice on the same source of income. But not all owners are allocated profits.

Corporation 98

Corporation Profitability Financial Modeling Financial Models 98

How2Exit

SEPTEMBER 9, 2024

In this episode, Ronald and Steve dive deep into the M&A landscape, highlighting essential strategies for assessing company valuations and analyzing financial statements. Financial Analysis: Deep diving into financial statements, understanding cash flow trends, and identifying red flags are essential steps.

M&A 130

M&A Mergers and Acquisitions Financial Analysis Financial Statement 130

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. Adjusted trial balance is the base of financial statement preparation, which should be done with skill and proper knowledge regarding accounting procedures.

Accountant 98

Accountant Book-building Financial Statement Financial Modeling 98

Wall Street Mojo

JANUARY 3, 2024

Article Link to be Hyperlinked For eg: Source: Sales Return Journal Entry (wallstreetmojo.com) The accounting equation Accounting Equation Accounting Equation is the primary accounting principle stating that a business's total assets are equivalent to the sum of its liabilities & owner’s capital. read more is tallied.

Sale 98

Sale Accountant Financial Modeling Financial Models 98

How2Exit

NOVEMBER 6, 2023

In this article, we will explore the key themes discussed in the podcast and analyze their implications for IT entrepreneurs. In this article, we will explore the key themes discussed in the podcast and analyze their implications for IT entrepreneurs.

IT 130

IT M&A Business Mergers and Acquisitions 130

How2Exit

OCTOBER 16, 2023

rn Key Takeaways: rn rn Understanding financial statements and being proficient in math and accounting are essential skills for success in mergers and acquisitions. rn The cash flow statement is a crucial tool for evaluating a company's financial health and understanding the nature of its profits and expenses.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions Sale 130

How2Exit

OCTOBER 11, 2023

rn The size, profitability, growth potential, and recurring revenue of a business are key factors that impact its value. rn The Role of Financial Performance and Growth Potential rn Financial performance and growth potential are crucial drivers of a business's value.

Business 130

Business Mergers and Acquisitions Mergers Acquisitions 130

GillAgency

OCTOBER 30, 2023

Before you begin, prepare these key documents: Financial Statements: Balance sheets, income statements, and cash flow statements provide insight into your business’s financial health. Tax Returns: Gather several years of federal and state tax returns to demonstrate compliance and financial history.

Business 52

Business Financial Statement Sale Profitability 52

Wall Street Mojo

JANUARY 14, 2024

It calculates a reserve based on past sales and customer risk assessment, ensuring a realistic reflection of expected uncollectible amounts in financial statements. 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 Debt Financial Statement Risk Assessment 52

Wall Street Mojo

JANUARY 16, 2024

Article Link to be Hyperlinked For eg: Source: Tax-Sheltered Annuity (wallstreetmojo.com) Such annuity income plans are available for employees of public schools and non-profit organizations. Rules Examples Advantages Disadvantages Tax-Sheltered Annuity vs 401K Recommended Articles How Does A Tax-Sheltered Annuity Work?

Accountant 98

Accountant Financial Modeling Financial Models Investment 98

Mergers and Inquisitions

JANUARY 24, 2024

These topics are interesting but difficult to demonstrate in a video tutorial or article, so we’ll focus on the financial modeling case here. For reference, the case document said to expect profitability by the end of the 5 years. However, an upcoming video or Knowledge Base article might walk through the topic.

Equities 105

Equities Valuation Financial Statement Financial Modeling 105

Mergers and Inquisitions

MARCH 8, 2023

Commodity Hedge Fund Definition: A commodity hedge fund buys and sells futures contracts and other derivatives based on mining, energy, power, and agricultural products and earns profits via fundamental and technical analysis; the trading may be systematic, discretionary, or both. If you deliver 5,000 bushels, that’s a profit of $5,000.

Funds 119

Funds Finance Finance Trading 119

How2Exit

FEBRUARY 12, 2024

rn Sellers should focus on building a valuation edge by differentiating themselves from the competition and ensuring their financials are in order. rn Buyers are now focusing on the qualitative aspects of a business, such as its unique product or service, strong financial statements, and a well-structured management team.

M&A 130

M&A Advisory Economics Mergers and Acquisitions 130

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. In the profit-sharing model, firms only share profits; they do not distribute losses. That is not the case with profit sharing.

Shares 52

Shares Financial Modeling Financial Models Profitability 52

Lake Country Advisors

JULY 25, 2024

Review the financial statements and business model. This review should cover income, balance sheets, and cash flow statements. Financial Due Diligence This aspect involves meticulously examining the company’s financial health to ensure you make a sound investment with no hidden financial risks.

Business 104

Business Mergers and Acquisitions Negotiation Risk Assessment 104

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Convertible Securities (wallstreetmojo.com) The convertible securities are preferred over non convertible securities for investments, given the lesser payout involved and more fruitful returns expected. The higher the earnings per share (EPS), the more profitable the company is.

Securities 98

Securities Shares Investors Financial Modeling 98

IBG

SEPTEMBER 11, 2024

This article describes the financial information that buyers are likely to request and how you can be ready to provide it. It should come as no surprise, then, that a major focus of most buyers is on the company’s income statement and related financial information. As we discuss in a related article (“ Selling Your Business?

Sale 52

Sale Business Financial Statement Profitability 52

Peak Frameworks

MAY 17, 2023

It is a key financial figure that reveals much about a company's operations, performance, and potential for growth. In this article, we will delve into the concept of revenue, the role it plays in a company's financial health, and how it is used by investors and analysts. Revenue is the lifeblood of any business.

Business 52

Business Investment Banking Sale Profitability 52

How2Exit

SEPTEMBER 2, 2024

” – Danny O'Neill Navigating the Complex World of M&A: Key Lessons from Industry Experts Key Takeaways Prioritize understanding financial health: Key elements like cash flow and profitability are crucial to assessing acquisition targets. And profitability in M&A is super important."

Acquisitions 130

Acquisitions M&A Mergers and Acquisitions Book-building 130

Wall Street Mojo

JANUARY 15, 2024

Tax accounting refers to the methods and policies used for the preparation of tax returns and other statements needed for tax compliance and therefore, it provides frameworks and guidelines for arriving at a taxable profit. In this concept the main focus of the accounting system is on taxation rather than financial statements.

Accountant 52

Accountant Profitability Financial Modeling Financial Models 52

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Tax Benefit (wallstreetmojo.com) A business needs to plan the that will help it to reduce the tax burden, either in the form of exemptions or deductions according to the tax benefit principle. Recommended Articles This article has been a guide to what is Tax Benefit.

Financial Modeling 98

Financial Modeling Financial Models Insurance Business 98

Wall Street Mojo

JANUARY 4, 2024

Article Link to be Hyperlinked For eg: Source: Cost Allocation (wallstreetmojo.com) It becomes necessary, especially for large organizations, because of the existence of various departments. It is measured using specific ratios such as gross profit margin, EBITDA, and net profit margin. read more analysis. #2

Financial Modeling 52

Financial Modeling Financial Models Profitability Valuation 52

Devensoft

JUNE 1, 2023

This article provides a modern M&A due diligence guide and best practices for conducting due diligence in today’s business environment. Cash flow: examine the company’s cash flow statements to determine whether it has sufficient liquidity to weather economic downturns. trillion, up 72% from the previous year.

Economics 98

Economics M&A Management Financial Statement 98

Wall Street Mojo

FEBRUARY 8, 2024

Article Link to be Hyperlinked For eg: Source: Out Of Pocket Expense (wallstreetmojo.com) The employees, first spend the money out of their pocket, and then these get reimbursed by the company or business. Recommended Articles This article has been a guide to Out of Pocket Expense and its meaning.

Insurance 98

Insurance Medical Financial Modeling Financial Models 98

Wall Street Mojo

JANUARY 4, 2024

Article Link to be Hyperlinked For eg: Source: Economic Substance (wallstreetmojo.com) Hence, it involves evaluating a transaction or business arrangement for genuine economic value beyond mere compliance with legal or tax obligations. The concept of the economic substance doctrine has been a fixture in U.S.

Economics 52

Economics Business Profitability Finance 52

Sun Acquisitions

AUGUST 2, 2024

This article explores essential strategies for selling your HVAC business, focusing on maintaining discretion, securing Non-Disclosure Agreements (NDAs), and accurately assessing the business’s value. Prospective buyers will look closely at revenue trends, gross profit margins, and net income.

Sale 52

Sale Business Broker Profitability 52

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Full form Of CDS (wallstreetmojo.com) CDS is also known as a credit derivative contract or instrument that is signed between two counterparties, i.e., the buyer and the third party, who agree to take the swap of the risk. Speculators use the difference in prices to trade and make profits.

Financial Modeling 52

Financial Modeling Financial Models Insurance Valuation 52

Devensoft

MAY 19, 2023

To increase your chances of a profitable acquisition, it’s important to look for certain characteristics in potential deal targets. In this insightful article, we delve into the realm of acquisitions, focusing on reviewing 10 characteristics of successful deal targets. Let us guide you on the path to M&A success.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Acquisitions Management 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. These shareholders are in a position to influence the company’s decisions and can select or replace the board of directors.

Financial Modeling 52

Financial Modeling Financial Models Valuation Shares 52

Sun Acquisitions

MARCH 29, 2024

In this article, we’ll explore the essential steps buyers should take when considering seller financing deals in M&A. Assess the Seller’s Financial Health: One of the primary concerns in any seller financing deal is the financial health of the seller.

Mergers and Acquisitions 64

Mergers and Acquisitions Finance Finance Acquisitions 64

How2Exit

AUGUST 28, 2023

We have over 25 different options for what someone can select for different types of due diligence." - Roman Beylin rn rn Article: rn Roman Beylin: Revolutionizing Due Diligence with DueDilio rn In this thought leadership article, we explore the innovative platform DueDilio and its founder and CEO, Roman Beylin.

Mergers and Acquisitions 130

Mergers and Acquisitions M&A Business Acquisitions 130

How2Exit

NOVEMBER 8, 2023

rn Key Takeaways: rn rn Open book management is about demystifying financials and teaching employees how to make money and generate cash. rn Connecting employees with the financial outcomes of their actions and decisions increases their engagement and ownership.

Business 130

Business Book-building Accountant Education 130

Sun Acquisitions

AUGUST 16, 2023

Evaluate Your Financials The first and most crucial step in setting the right asking price is evaluating your financials. You must analyze your assets, liabilities, revenues, expenses, profits, and losses for at least the past three years. When researching comparable businesses, consider location, industry, and company size.

Business 52

Business Economics Valuation Broker 52

Peak Frameworks

MAY 22, 2023

This equation plays a critical role in financial reporting, decision-making, and understanding the financial health of a business. In this article, we will explore the components of the accounting equation, its importance in finance, and real-world examples that illustrate its significance.

Accountant 52

Accountant Equities Debt Private Equity 52

Chesapeake Corporate Advisors

MAY 7, 2024

This article was originally published on June 8, 2023 on the I-95 Business website. The CPA prepares key financials before the sale process begins—such as audited or reviewed financial statements—and provides the financial documents buyers use to value the deal.

Business 52

Business Sale M&A Negotiation 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. It is obvious that a very high cost of labor will affect the profitability of the business. Table of contents What Is Cost of Labor?

Financial Modeling 52

Financial Modeling Financial Models Manufacturing Management 52

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Moving Average Convergence Divergence (wallstreetmojo.com) MACD is an indicator of price momentum, showing the direction of the stock price is in the market. Investors can analyze the profitability shown by MACD to make decisions regarding the price of a particular stock.

Financial Modeling 52

Financial Modeling Financial Models Stock Valuation 52