How2Exit

SEPTEMBER 9, 2024

E242: The Art of the Deal: Steve Rooms' Masterful M&A Strategies, Unraveling the Secrets to Success - Watch Here About the Guest(s): Steve Rooms is a seasoned financial expert and serial entrepreneur with extensive experience as a Chief Financial Officer (CFO). Episode Summary: Welcome to the latest episode of the How2Exit podcast!

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M&A Mergers and Acquisitions Financial Analysis Financial Statement 130

How2Exit

NOVEMBER 25, 2024

Integrating talent and aligning interests across multiple acquisitions magnifies operational efficiencies, improving prospectives for valuation bumps. E258: Can You Supercharge Your Business Growth? Duckworth has an extensive background in finance, starting from an unexpected entry into the field from music composition.

Business 130

Business Mergers and Acquisitions Finance Finance 130

How2Exit

SEPTEMBER 25, 2023

Their team is experienced in M&A, and they hire the best talent available. rn Visit [link] rn rn About the Podcast: rn rn rn The M&A Science Podcast is a go-to platform where seasoned M&A practitioners share invaluable insights and lessons learned. is important." is important."

M&A 130

M&A Acquisitions Private Equity Portfolio 130

PCE

MARCH 13, 2025

Already deep in M&A talks? These 9 proven strategies will help you bridge the valuation gap and close the deal with confidence. The valuation gapwhat a buyer is willing to pay vs. what a seller expectsis one of the most common roadblocks in M&A. But with the right approach, you can close the gap and the deal.

M&A 52

M&A Valuation Negotiation IT 52

How2Exit

MARCH 10, 2025

Richmond shares his experience in mergers and acquisitions (M&A), detailing his innovative strategies for structuring deals, including vendor financing, virtual rollups, and work-in-buyout (WIBO) models. E271: How This Dealmaker Closes a Business Acquisition Every Week—WITHOUT Using His Own Money! The Fastest Way to Exit?

Business 130

Business Acquisitions Mergers and Acquisitions Finance 130

How2Exit

NOVEMBER 12, 2023

b' E159: Building an Empire - Businesses, Private Equity, And M&A - With Adam Coffey - Watch Here rn rn _ rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. rn Visit [link] rn _ rn About The Guest(s): Adam Coffey is a veteran U.S.

Private Equity 130

Private Equity M&A Equities Book-building 130

How2Exit

APRIL 8, 2024

b' E202: M&A for Entrepreneurs: Leverage Acquisitions to Scale Your Business Faster with Dominic Wells - Watch Here rn rn About the Guest(s): rn Dominic Wells is an accomplished entrepreneur and the CEO of Onfolio, a publicly traded company specializing in the acquisition of online businesses.

M&A 130

M&A Acquisitions Business Public Trading 130

How2Exit

APRIL 16, 2022

Wouldn’t it be nice if you could get the top strategies of seasoned M&A pros? Articles cover everything needed to close the best deals, including financing, deal flow, market forecasts, buy/sell listings, training/advice/education, and more. Audio and video content brings the stories to life.

M&A 100

M&A Mergers and Acquisitions Acquisitions Business 100

How2Exit

JULY 23, 2023

Their team is experienced in M&A, and they hire the best talent available. 57:31) Listen Here The Story of The Episode-The Art of Mergers and Acquisitions: Insights from John Carvalho In this article, we delve into the world of mergers and acquisitions with John Carvalho, President of Stone Oak Capital and co-founder of Divestopedia.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

Global Banking & Finance

AUGUST 20, 2024

David Dumont, Partner, Hunton Andrews Kurth LLP Anna Pateraki, Counsel, Hunton Andrews Kurth LLP In today’s digital world, a company’s compliance with the EU General Data Protection Regulation (“GDPR”) and emerging digital legislation can have a significant impact on its valuation in an M&A context.

M&A 56

M&A Valuation IT 56

Sun Acquisitions

OCTOBER 13, 2023

Mergers and acquisitions (M&A) play a vital role in shaping the business landscape, enabling companies to expand, diversify, and gain a competitive edge. Valuation lies at the heart of every successful M&A transaction, providing a framework to determine the worth of a target company.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

How2Exit

DECEMBER 4, 2023

Their team is experienced in M&A, and they hire the best talent available. He discusses the importance of conveying a vision to potential acquirers, the role of relationships in deal-making, and the impact of uncertainty on the M&A market. Reconciled sets the standard for consistency and quality that you can count on.

M&A 130

M&A Mergers and Acquisitions Valuation Business 130

How2Exit

OCTOBER 13, 2024

E246: Lane Carrick Reveals the SHOCKING Truth About Business Sales Failure - Watch Here About the Guest(s): Lane Carrick is a seasoned mergers and acquisitions (M&A) professional with extensive experience spanning multiple industries and transaction levels. Proper valuation and advisory are essential.

Sale 130

Sale Business Mergers and Acquisitions M&A 130

Sica Fletcher

DECEMBER 13, 2023

Since the dramatic uptick in interest rates last year, a number of articles appeared in the press arguing that the insurance brokerage M&A market would slow due to higher interest rates. The full article can be downloaded here. This prediction that the market would slow was simply incorrect.

M&A 52

M&A Insurance Valuation 52

iMerge Advisors

APRIL 9, 2025

A Strategic Guide for Founders and CEOs For software founders contemplating a sale, the question of valuation is often the firstand most complexhurdle. Understanding the Core Valuation Framework At its core, software company valuation is typically based on a multiple of earnings or revenue. What is my software company worth?

Valuation 40

Valuation M&A Private Equity Sale 40

How2Exit

JUNE 3, 2024

E219: Unlocking True Business Value: Strategies and Insights for Mid-Market Sales w/ Trever Acers - Watch Here About the Guest(s): Trever Acers is an investment banking and valuation expert with over two decades of experience in the industry. And by less risk, that means they're willing to pay more."

Sale 130

Sale Business Mergers and Acquisitions Valuation 130

How2Exit

OCTOBER 30, 2023

Their team is experienced in M&A, and they hire the best talent available. He discusses the challenges of the search process and the importance of understanding valuation and deal structure. rn Understanding valuation and deal structure is crucial in the search fund process. We're looking at it today." That's right."

Business 130

Business Capital Acquisitions Shares 130

How2Exit

SEPTEMBER 18, 2023

Their team is experienced in M&A, and they hire the best talent available. 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. Reconciled sets the standard for consistency and quality that you can count on.

Healthcare 147

Healthcare Investment M&A Business 147

Sun Acquisitions

AUGUST 16, 2024

Mergers and acquisitions (M&A) transactions are complex undertakings involving many legal considerations and potential hurdles. From negotiating deal terms to conducting due diligence and securing regulatory approvals, the legal aspects of M&A play a crucial role in the success or failure of the transaction.

M&A 59

M&A Mergers and Acquisitions Negotiation Collaboration 59

How2Exit

NOVEMBER 18, 2024

Consistent Growth : Premium valuations in company sales hinge on predictable revenue and growth, amid a booming market. E257: What Does It Take to Close a Deal? The Exit Group, which he started over a decade ago, has grown to closing 35 to 40 multifaceted deals each year, averaging $40 to $50 million.

IT 130

IT Mergers and Acquisitions Business Private Equity 130

McCombie Group

JANUARY 5, 2023

This article was originally published in Forbes. Of course you often hear whispered “country club” multiples, but they often are exaggerated, reflect a strong selection… The post Coming Clean on Valuations appeared first on McCombie Group.

Valuation 52

Valuation Stock Business M&A 52

How2Exit

NOVEMBER 17, 2023

Their team is experienced in M&A, and they hire the best talent available. International, a technology M&A firm that specializes in buying and selling tech companies. rn Valuation is based on comparable past deals and the specific variables of the business model. rn Key Takeaways: rn rn F.E. International in 2010.

M&A 130

M&A Mergers and Acquisitions Valuation Business 130

Focus Investment Banking

MAY 10, 2024

In this article, which joins our ongoing coverage of the Food & Beverage industry, we introduce an overview of M&A activity in food distribution with a focus on fresh food. M&A activity flourishes in large industries undergoing growth and stress, making food distribution ripe for dealmaking. What’s Ahead?

Food 52

Food M&A Private Equity Valuation 52

iMerge Advisors

APRIL 19, 2025

Summary of: M&A Advisory for SaaS Businesses Under $50 Million: Strategic Considerations for Founders For founders of SaaS companies generating under $50 million in revenue or enterprise value, the M&A landscape presents both opportunity and complexity.

M&A 40

M&A Advisory Business Valuation 40

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

Sica Fletcher

OCTOBER 16, 2024

The following article examines valuation multiples for registered investment advisor (RIA) firms as of 2024, based on data gathered from our SF Index and available third-party sources. How these client demographics affect RIA valuations really depends on what the buyer is looking for, as indicated by the table below.

Valuation 52

Valuation Mergers and Acquisitions Insurance M&A 52

iMerge Advisors

APRIL 15, 2025

For software startups handling significant volumes of user data, privacy and security compliance is no longer a back-office concern its a core value driver in M&A. Well also explore how early preparation in these areas can materially impact valuation and deal certainty. Buyers will compare this to your internal procedures.

Securities 40

Securities M&A Valuation Risk Assessment 40

How2Exit

APRIL 24, 2023

With the right tools and resources, it is easier than ever to find the perfect business to buy or sell. Eric Grafstrom, a business acquisition expert, has been working in the mergers and acquisitions industry for over two decades. He has seen firsthand the opportunities and challenges that come with buying and selling businesses online.

M&A 130

M&A Business Broker Sale 130

McCombie Group

OCTOBER 11, 2024

This article was originally published in Forbes. For nearly two decades, private equity (PE) has been a transformative force in the insurance agency sector, driving consolidation and increasing valuations. Currently, 72% of all agency transactions involve private equity buyers.

M&A 40

M&A Insurance Private Equity Valuation 40

Sica Fletcher

MARCH 14, 2024

Disclaimer: The article below contains a quick and easy method for calculating the ballpark value of an insurance agency using standardized market information. We strongly recommend that you speak with a reputable M&A advisor before running an M&A deal process.

Insurance 52

Insurance Valuation M&A Consulting 52

Focus Investment Banking

JUNE 12, 2023

Thriving US Middle Market Fundraising and Resilient Private Equity Regarding Global M&A Private Equity Trends, looking at the positive news, the US middle-market fundraising landscape remained stable throughout 2022, with 156 funds closing at an aggregate value of $133.5 While average valuations in the U.S.

Private Equity 52

Private Equity M&A Equities Middle Market 52

How2Exit

OCTOBER 14, 2024

E248: Setting Yourself Up for Success: Essential Steps, Tips, and Strategies for a Profitable Exit - Watch Here About the Guest(s): Kip Wallen is a seasoned M&A attorney with over a decade of experience in live mergers and acquisitions deals, primarily within the lower middle market, involving transactions up to $50 million.

Profitability 130

Profitability Mergers and Acquisitions M&A Negotiation 130

Sica Fletcher

MARCH 26, 2024

This article outlines how to sell an insurance agency by chronological steps, with a quick overview of the process in the table immediately following. On average, company leaders in any industry who attempt an M&A transaction using an in-house team average 30% less once the deal is complete. Retirement. Financial Security.

M&A 52

M&A Insurance Valuation Advisory 52

Sica Fletcher

JUNE 20, 2024

The insurance M&A market in 2024 is significantly more complex now than it was 20 years ago. However, this report seeks to make sense of these qualities as a whole to provide an overview of the 2024 insurance M&A market. The table of contents below offers quick links for readers seeking specific information in later sections.

M&A 52

M&A Insurance Valuation Equities 52

Sica Fletcher

MAY 29, 2024

M&A transactions for insurance companies are part of a robust but complicated market that requires ingesting a great deal of data in order to fully understand. While insurance M&A did see slight dips in deal volume and average value (Fig.2)

M&A 52

M&A Insurance Equities S&P 52

PCO M&A Specialists

NOVEMBER 29, 2021

As the number of competitive buyers has increased over the last decade in the pest control industry, so have the valuations. In fact, valuations for pest control companies are at an all-time high. In fact, valuations for pest control companies are at an all-time high. This is going on all over the place.” after all?

M&A 40

M&A Valuation Private Equity Business 40

Sica Fletcher

JULY 31, 2024

The 2024 insurance M&A market has changed substantially from just a few years ago, with potentially staggering implications for the future of insurance M&A transactions. Insurance M&A Transactions in 2024 The insurance M&A transactions we have observed thus far in 2024 indicate larger trends in the sector.

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M&A Insurance Debt Equities 52