How2Exit

NOVEMBER 18, 2024

With a career grounded in experience gained from working at a competitor straight out of college, Jordan has established himself as a seasoned professional in the mergers and acquisitions sector. His expertise lies in savvy deal-making, industry analysis, and curating strategic business acquisitions.

IT 130

IT Mergers and Acquisitions Business Private Equity 130

How2Exit

DECEMBER 11, 2023

b' E167: Peterson Acquisitions: A Unique Approach to Buying and Selling Businesses with Devin Craig - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

How2Exit

MARCH 11, 2024

b' E194: Navigating Business Success: Insights from Entrepreneur and M&A Expert Richard Tunnah - Watch Here rn rn About the Guest(s): rn Richard Tunnah is an experienced entrepreneur and mergers and acquisitions expert. He specializes in helping businesses grow through strategic acquisitions and exit planning.

M&A 130

M&A Business Mergers and Acquisitions Valuation 130

How2Exit

JANUARY 21, 2024

b' E180: Mark McRae: From Casino Boss to Deal Maker: Lessons in Business and Acquisitions - Watch Here rn rn About the Guest(s): rn Mark McRae is a seasoned entrepreneur and advisor with over 30 years of experience in the business world. If you have a dream, if you want to do something in business or mergers and acquisitions, it can be done.

Business 130

Business Acquisitions Mergers and Acquisitions M&A 130

How2Exit

SEPTEMBER 25, 2023

b' rn How PE Should Support Portfolio Company Acquisitions | Barak Routhenstein w/ Kison Patel rn rn rn watch here: rn rn rn How2Exit Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. is important."

M&A 130

M&A Acquisitions Private Equity Portfolio 130

How2Exit

AUGUST 2, 2023

With over 15 years of experience in the technology industry, Kurt has a deep understanding of how technology applies to mergers and acquisitions. rn Summary: rn Kurt Stein discusses the role of technology, specifically artificial intelligence (AI), in mergers and acquisitions. Let's dive in.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions M&A 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

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

TechCrunch: M&A

AUGUST 2, 2023

Hopin , the virtual events startup that saw its star (and valuation) rise quickly during the COVID-19 pandemic, is most definitely coming down to earth. The companies said that the acquisition will include tech assets, customer relationships (that is, customers using the tools) and engineering, product and go-to-market talent.

Business 217

Business Valuation IT Acquisitions 217

Focus Investment Banking

SEPTEMBER 19, 2024

For buyers, who rely heavily on debt financing to fund acquisitions, a rate cut—especially one larger than expected—creates immediate opportunities. Here’s how: Lower Cost of Debt Private equity firms typically use leverage (borrowed capital) to finance a significant portion of their acquisitions.

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions Mergers Debt 52

How2Exit

SEPTEMBER 9, 2024

He has a strong background in mergers and acquisitions (M&A) from his corporate life, including travel and transactions across Europe. Post-COVID, Steve pursued formal education in M&A, leading to his first acquisition in September 2020. Episode Summary: Welcome to the latest episode of the How2Exit podcast!

M&A 130

M&A Mergers and Acquisitions Financial Analysis Financial Statement 130

Sun Acquisitions

MARCH 29, 2024

In the world of mergers and acquisitions (M&A), seller financing deals can offer numerous benefits to buyers. In this article, we’ll explore the essential steps buyers should take when considering seller financing deals in M&A. However, while these deals can be advantageous, they also come with risks.

Mergers and Acquisitions 64

Mergers and Acquisitions Finance Finance Acquisitions 64

How2Exit

JULY 23, 2023

Visit [link] Key Takeaways: Focus is important in the mergers and acquisitions space to ensure the best outcomes. Corporate acquirers have advantages in terms of trust and the ability to execute acquisition strategies. Buyers should make fair offers and be proactive in their acquisition strategies. (57:31)

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

How2Exit

DECEMBER 4, 2023

rn Summary: Jason Somerville, founding partner at GW Partners, shares his insights on mergers and acquisitions in the consumer products and e-commerce space. rn The valuations of businesses in the consumer products and e-commerce space have decreased by 30-40% from their peak.

M&A 130

M&A Mergers and Acquisitions Valuation Business 130

How2Exit

MAY 20, 2024

b' E212: Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen - Watch Here rn rn About the Guest(s): rn Carl Allen is a seasoned mergers and acquisitions (M&A) professional with over 30 years of experience. Wealth managers are not trained in the art of business valuation."

M&A 130

M&A Mergers and Acquisitions Book-building Business 130

How2Exit

NOVEMBER 11, 2023

In this episode, he shares his origin story and how he got into the mergers and acquisitions world. He discusses the importance of understanding seller psychology and the value of legacy and employee protection in business acquisitions. rn The structure of the deal can change the valuation of a business.

Business 130

Business Investors Mergers and Acquisitions Shares 130

Viking Mergers & Acquisitions

APRIL 24, 2023

The First Thing to Do Before Trying to Sell The first task for every owner is to establish a baseline valuation. The valuation will not only show an owner if the value is where they need or want it yet but also shed light on opportunities for improvement and possible threats to a successful sale. The risk is just too high.

Business 97

Business Valuation Mergers and Acquisitions Sale 97

Focus Investment Banking

MAY 23, 2024

This makes it important for shop owners and managers to understand how mergers and acquisitions (M&A) work and the various elements that affect them. Those questions can have many answers, but for those less familiar with M&A, in this article let’s explain why they happen and how they are calculated.

Mergers and Acquisitions 52

Mergers and Acquisitions Mergers Acquisitions Valuation 52

PCE

JULY 20, 2023

This essential guidance provides the framework for this type of valuation and provides investors with a more accurate picture of the value of assets purchased and liabilities assumed in a merger or acquisition.

Valuation 52

Valuation Mergers and Acquisitions Accountant Mergers 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

Devensoft

MAY 25, 2023

Corporate restructuring can be a game-changer for any organization, whether it’s a merger, acquisition, or any other strategic move. In this article, we’ll explore the essential elements of a corporate restructuring plan, share insights on how to execute them effectively, and highlight some of the common pitfalls to avoid.

Corporation 52

Corporation Mergers Mergers and Acquisitions Acquisitions 52

iMerge Advisors

APRIL 13, 2025

In the world of mergers and acquisitions, the Confidential Information Memorandum (CIM) is more than just a document its your companys first impression to serious buyers. For software and technology founders considering a sale, the CIM is a strategic asset that can shape buyer perception, drive valuation, and accelerate deal momentum.

Valuation 40

Valuation M&A Mergers and Acquisitions Business 40

OfficeHours

JULY 18, 2023

One of these “new” strategies that has grown in popularity over the past decade is the concept of “roll-ups” (also sometimes called “platform acquisition strategies”). Valuation Uplift and Multiple Arbitrage Apart from the margin uplift and cost benefits described above, roll-ups can create equity value simply through their scale alone.

Private Equity 130

Private Equity Equities Investment Mergers and Acquisitions 130

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

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. That's the beauty of entrepreneurship, it's a journey of personal growth." You don't know anything about this."

Mergers and Acquisitions 130

Mergers and Acquisitions Private Equity Business Healthcare 130

How2Exit

NOVEMBER 17, 2023

He has been in the mergers and acquisitions space since the early 2000s and has helped thousands of businesses navigate the process of selling their companies. International, shares his journey in the mergers and acquisitions space and how he started his company to fill the gap in the market for selling technology businesses.

M&A 130

M&A Mergers and Acquisitions Valuation Business 130

How2Exit

DECEMBER 16, 2024

Ronald and Derrick explore the applicability of CNSUF across various levels of mergers and acquisitions, from small businesses to multimillion-dollar transactions, emphasizing the vital role of personal rapport and tactical empathy. In the dynamic world of business acquisitions, negotiation is an indispensable skill.

Negotiation 130

Negotiation Mergers and Acquisitions Book-building Acquisitions 130

How2Exit

APRIL 16, 2022

Interest in acquisition entrepreneurship is growing rapidly. There are so many steps in acquiring or selling a business that it’s no wonder acquisition entrepreneurs have questions. There are so many steps in acquiring or selling a business that it’s no wonder acquisition entrepreneurs have questions.

M&A 100

M&A Mergers and Acquisitions Acquisitions Business 100

How2Exit

FEBRUARY 12, 2024

Steve shares insights into the macro and microeconomic factors affecting mergers and acquisitions, including the impact of inflation, interest rates, and geopolitical events. rn Building a valuation edge and saturation-proofing the business are key strategies for attracting buyers and maximizing value.

M&A 130

M&A Advisory Economics Mergers and Acquisitions 130

Mergers and Inquisitions

OCTOBER 16, 2024

An older version of this article from ~15 years ago addressed this question, and you can find dozens of other articles that suggest answers. But most coverage suggests generic answers about wanting to learn a lot, liking financial analysis or valuation, or wanting to “understand different industries.”

Investment Banking 111

Investment Banking Bank Banking Investment 111

Viking Mergers & Acquisitions

MAY 25, 2023

Find a Dependable Broker Advisor When selling a small business, a good business advisor is your ally from valuation to closing. Understand the Business’s Value A valuation analyzes a business for its financial worth. Read more about our business valuation process in this blog post.)

Business 98

Business Broker Mergers and Acquisitions Sale 98

Midaxo

APRIL 25, 2023

Introduction This article showcases how ChatGPT can serve as an effective M&A consultant by demonstrating how it can be used to help develop a best practices-based M&A playbook. How to develop an acquisition strategy? How to outline the process for negotiating deal terms and determining valuation?

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

Sun Acquisitions

JANUARY 26, 2024

One of the most effective ways to achieve this is through strategic mergers and acquisitions (M&A). This article delves into the intricacies of strategic M&A within the paving sector, underscoring the synergies that bolster market positioning and business value.

Mergers 52

Mergers Mergers and Acquisitions M&A Acquisitions 52

How2Exit

MARCH 31, 2024

Get the Insider Tips You Need to Secure Your Deal - Watch Here rn rn About the Guest(s): rn Patrick O'Connell is an experienced mergers and acquisitions (M&A) advisor with a profound depth of knowledge in buying and selling small businesses valued between one to $20 million. b' E200: Buying or Selling a Small Business?

Business 130

Business Mergers and Acquisitions Securities M&A 130

iMerge Advisors

APRIL 10, 2025

In the world of technology mergers and acquisitions, the right advisor can mean the difference between a transformative exit and a missed opportunity. Firms like iMerge Advisors specialize in software and internet businesses, providing hands-on guidance from valuation through closing. Are they aligned with your goals?

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

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. For example, in corporate development, you spend time evaluating potential acquisitions and partnerships/joint ventures with other firms.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

iMerge Advisors

APRIL 9, 2025

In the world of technology mergers and acquisitions, the right advisor can mean the difference between a transformative exit and a missed opportunity. Firms like iMerge Advisors specialize in software and internet businesses, providing hands-on guidance from valuation through closing. Are they aligned with your goals?

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40