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.

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Valuation Insurance M&A Profitability 52

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

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 outline the process for negotiating deal terms and determining valuation? How to develop an acquisition strategy?

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M&A Consulting Mergers and Acquisitions Valuation 130

Focus Investment Banking

MARCH 10, 2025

This target is negotiated and agreed upon, and the investment banking advisor will play a large role here. These are called addbacks, and are extremely important to valuation. Address Legal/Compliance Lingering issuestaxes, labor rules, or lawsuitscan minimize probability of deal close, extend timelines, lower valuation, etc.

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Investment Book-building Sale Business 52

How2Exit

SEPTEMBER 9, 2024

Tune in to explore the fascinating journey of Steve, his approach to valuations, and how he successfully navigated his first acquisition during the tumultuous COVID-19 period. They also touch upon the benefits of leveraging joint venture partners, the impact of AI on accounting, and the nuances of negotiating deal structures.

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M&A Mergers and Acquisitions Financial Analysis Financial Statement 130

OfficeHours

JULY 18, 2023

In a roll-up strategy, a private equity firm will attempt to consolidate a large number of smaller firms into a single, professionalized company with numerous benefits, including economies of scale and fixed cost leverage, valuation uplift (so-called “multiple arbitrage”), and acquisition expertise, among others. There are a few reasons.

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Private Equity Equities Investment Mergers and Acquisitions 130

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

How2Exit

MARCH 31, 2024

With a career spanning over a decade, Patrick has become an industry-agnostic specialist, facilitating financial diligence, quality of earnings, purchase price negotiation, and offering comprehensive partnership support to his clients. Buyers must navigate this sensitively to ensure a successful outcome.

Business 130

Business Mergers and Acquisitions Securities M&A 130

Lake Country Advisors

MAY 16, 2024

In this article, we’ll inspect the ways this channel and marketing strategy impact your business objectives and, subsequently, increase your business value. More than anything, it creates a strong impression during business valuations and financial assessments. Moreover, 41% of these businesses rely on it for revenue generation.

Media 98

Media Business Sale Valuation 98

OfficeHours

OCTOBER 16, 2023

In this article, we will describe a few of the common exit strategies in detail and what considerations a private equity firm as well as the target company typically considers when determining the optimal exit strategy. This helps us generate a better estimate of how much this buyer would be willing to pay for the company at our exit.

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Investors IPO Private Equity Initial Public Offering 100

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.” What are the options?

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M&A Valuation Private Equity Business 40

How2Exit

OCTOBER 2, 2023

Barnett rn rn The Article: rn How2Exit Reviews: "The Price of Risk" by David C. rn Valuation Insights: What's a Business Worth? It's a masterclass in understanding the intricacies of risk and valuation in the small business market. Reconciled sets the standard for consistency and quality that you can count on.

Business 130

Business Acquisitions M&A Finance 130

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

Viking Mergers & Acquisitions

MAY 18, 2023

A professional valuation will provide vital insight into where your business fits in the broader industry and global e-commerce market. Since these values all mean different things to your company, an advisor or broker will use their expertise to determine the most appropriate figures to use in negotiations.

Business 85

Business Mergers and Acquisitions Broker M&A 85

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

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

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. Specifically, should we invest €60 million at a pre-money valuation of €1.2 billion and €50 million at a €800 million pre-money valuation if we’re targeting a 3.0x multiple and 30% IRR?

Equities 105

Equities Valuation Financial Statement Financial Models 105

OfficeHours

OCTOBER 20, 2023

In this article, we will discuss a few of the reasons why private equity investors care about monitoring inflation and what effect changes in inflation can have on investment performance. Currently, inflation in the U.S. So you want to pursue a role in Private Equity and Growth Equity? Great, I’m learning a ton!

Investors 130

Investors Private Equity Equities Debt 130

How2Exit

MAY 20, 2024

Wealth managers are not trained in the art of business valuation." By framing a lower valuation against a higher valuation supported by an annuity-like deal structure, he led sellers to a decision without being overtly persuasive. rn rn rn "My wealth managers valued my business.

M&A 130

M&A Mergers and Acquisitions Book-building Business 130

Sun Acquisitions

FEBRUARY 28, 2024

In this article, we will delve into the system for success in tailoring your approach to business acquisition while also exploring the critical factors influencing financing choices. Valuation and Due Diligence Accurate valuation is essential to avoid overpaying for the target company.

Finance 59

Finance Finance Acquisitions Business 59

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

Lake Country Advisors

OCTOBER 17, 2024

This article outlines the key stages of selling a business and provides insights into the typical timeframe you may encounter. Valuation Process Timeline The valuation process is crucial for setting a realistic asking price and attracting the right buyers. Both parties’ willingness to compromise can affect the timeline.

Business 52

Business IT Valuation Broker 52

How2Exit

APRIL 16, 2022

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. “5 Places to Find an Abundance of Deals (before a company is listed!)”

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M&A Mergers and Acquisitions Acquisitions Business 100

How2Exit

FEBRUARY 25, 2024

rn The Human Drama of M&A: Beyond the Numbers rn M&A is not just about valuations, synergies, and the bottom line; it's fundamentally human. rn Buyers in the M&A space must recognize the human element as a crucial aspect of the negotiation process. rn "Money is not always the most valuable thing to people.

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Mergers and Acquisitions Acquisitions Business Sale 130

How2Exit

DECEMBER 11, 2023

The company ensures that sellers understand the proper valuation of their businesses and helps them navigate the financing process. Retrieved from [link] rn rn Note: The verbatim quotes used in this article are from the transcript of the How to Exit Podcast episode featuring Devin Craig. Retrieved from [link] rn Craig, D.

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Acquisitions Mergers and Acquisitions Business Education 130

Sun Acquisitions

AUGUST 16, 2024

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. This article will overview the key legal considerations in M&A transactions, common legal hurdles, and strategies for navigating them effectively.

M&A 59

M&A Mergers and Acquisitions Negotiation Collaboration 59

Lake Country Advisors

MAY 20, 2024

Some will founder due to poor integration, and others do because of inaccurate valuation. From business valuation to negotiations, the top M&A advisors guarantee smooth transactions and negotiations that favor your objectives. Accurate business valuation. Facilitating negotiations.

M&A 52

M&A Business Mergers and Acquisitions Negotiation 52

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. Along with greater buyer interest in recent years, valuations have also experienced an upswing with EV/EBITDA multiples steadily increasing since 2013.

Food 52

Food M&A Private Equity Valuation 52

Sun Acquisitions

FEBRUARY 12, 2024

This article delves into educating buyers and sellers about financing models in business acquisitions. Valuation Mastery: Understanding diverse valuation methodologies is crucial. In business acquisitions, the adage “knowledge is power” holds.

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Education Finance Finance Acquisitions 59

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. Valuation For a more in-depth examination of the valuation process, consult our previous article on the subject here. Valuation is a process in and of itself.

M&A 52

M&A Insurance Valuation Advisory 52

How2Exit

JANUARY 21, 2024

Don't let anybody put you off." - Mark McRae rn rn Article: rn The Art of Deal Making: Insights from Mark McRae rn Key Takeaways: rn rn Building rapport and establishing a strong relationship with the owner and staff is crucial in successful acquisitions. ." - Mark McRae rn "Don't give up on your dreams.

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Business Acquisitions Mergers and Acquisitions M&A 130

Chesapeake Corporate Advisors

MAY 7, 2024

This article was originally published on June 8, 2023 on the I-95 Business website. The Tax Specialist helps you understand the tax implications of the sale—early on, based on the business valuation, then again later, after your team has negotiated a sale price.

Business 52

Business Sale M&A Negotiation 52

Wizenius

JULY 2, 2023

In this article, we will delve into the three key stages of the PE investment process: Acquire, Grow, and Exit. Once the right target is found, negotiations ensue, leading to a mutually beneficial agreement. Gain in-depth knowledge of financial analysis, M&A, valuation techniques, advanced Excel modeling, and more.

Private Equity 52

Private Equity Equities Investment Financial Models 52

Software Equity Group

APRIL 9, 2024

Doing so too soon could weaken your position in negotiations or cause misunderstandings. This intelligence is vital in helping you negotiate better terms and maximize your company’s value. Negotiating in a Vacuum Negotiating with prospective buyers of your SaaS company is as much art as science.

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Negotiation M&A Investors Shares 52

Wall Street Mojo

JANUARY 18, 2024

Article Link to be Hyperlinked For eg: Source: Certificate of Deposit (CD) (wallstreetmojo.com) As a reward, the issuing financial entity offers premium interest rates. Table of contents Certificate of Deposit (CD) Definition Certificate of Deposit Explained History Features Types Examples What is Negotiable CD?

Financial Institution 52

Financial Institution Accountant Bank Banking 52

IBG

FEBRUARY 6, 2024

Helping the seller anticipate and negotiate issues that can cause deviations from the expected sale proceeds can add unexpected value to involving an experienced M&A intermediary. From the outset, price is front and center in the negotiations. In a business sale, forewarned is forearmed. Deferred Payments.

Sale 52

Sale Business Negotiation M&A 52

IBG

APRIL 4, 2023

Everything up to this point fits within our “running the process,” described in our article, “ Selling Your Business, a ‘Trip to Tahiti,’ and the Perils of a One-Buyer Deal.” While the LOI provides the basic terms and conditions of the eventual contract, it should acknowledge that negotiations are still in progress.

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Sale Business Negotiation M&A 52