Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Accounting Information System (AIS) (wallstreetmojo.com) In simple words, it is a system to collect and store all information related to financial transactions and events so that they can be retrieved for decision making by the internal management, accounts, CFOs, auditors, etc.

Accountant 98

Accountant Financial Models Financial Modeling Financial Statement 98

How2Exit

OCTOBER 7, 2024

E247: Why Accurate Financials are Key to Success in Buying, Selling, and Valuing Businesses - Watch Here About the Guest(s): Ryan Hutchins is an accomplished entrepreneur and expert in the field of mergers and acquisitions. A QOE engagement, he explains, "provides a pure deep dive beyond what you read in a P&L or a tax return."

Business 130

Business Mergers and Acquisitions Valuation Acquisitions 130

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. Typically calculated annually.

Insurance 52

Insurance Valuation M&A S&P 52

How2Exit

MARCH 31, 2024

b' E199: Franchising: Unveiling the Wealth-Building Power of Franchising with Ralph Yarusso - Watch Here rn rn About the Guest(s): rn Ralph Yarusso brings a wealth of experience to the table, with a diverse background that began in military service. rn System support is vast in franchising.

Business 130

Business Investment S&P Consulting 130

Sica Fletcher

MAY 15, 2024

This article breaks down the question, “how much is my insurance agency worth” in further detail, but the table below provides a surface-level overview based on varying degrees of revenue and operating expense: How Much Is My Insurance Agency Worth: A Breakdown Answering the question, “how much is my insurance agency worth?”

Insurance 52

Insurance M&A S&P Valuation 52

Mergers and Inquisitions

JANUARY 31, 2024

They might have separate teams for specific strategies or markets, but everything is run under a single Profit & Loss statement (P&L). There are very few real “requirements” besides the single PM / single P&L one above and the standard Limited Partner / General Partner structure that all hedge funds use.

Funds 59

Funds Management S&P Recruitment 59

Sica Fletcher

MAY 8, 2024

Quite a few articles already detail the process of “how” to sell an insurance agency (you can read our article on that subject here ), but very few get to the bare bones of “why.” Beyond proof of sustained profitability when analyzing these documents, look for: Liquid Assets. What Documents Do I Need? Indicators of Scalability.

Insurance 52

Insurance M&A Valuation Advisory 52

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Chande Kroll Stop (wallstreetmojo.com) The indicator uses directional movement fluctuations and is determined by the average true range of an asset’s volatility. The gap between both lines is derived from the underlying security’s volatility using the average true range.

S&P 52

S&P IT Investors Investment 52

Focus Investment Banking

OCTOBER 23, 2023

In the commercial tire business, the quest for profitability can sometimes feel like a struggle. Consider this scenario: after years of hard work and dedication, your tire business has grown, but its profit margins remain in the 3% to 4% range. This article was previously published on Modern Tire Dealer. Lower costs.

Funds 52

Funds S&P Investment Business 52

Sica Fletcher

SEPTEMBER 17, 2024

The following article provides a brief overview of EBITDA and adjusted EBITDA valuations for insurance agencies. While EBITDA measures “core profitability,” adjusted EBITDA measures the normal recurring profitability by also adding back non-recurring expenses associated with the business.

Insurance 52

Insurance Valuation Profitability M&A 52

Sica Fletcher

JUNE 14, 2024

Determine EBITDA Earnings before interest, taxes, depreciation, and amortization (EBITDA) is used as a measure of the profitability of an insurance agency while adding back interest, taxes, depreciation, and amortization - all of which will vary depending on the circumstances of the new owner.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

SEPTEMBER 3, 2024

The following article details the process of selling an insurance agency book of business in 2024, including deviations from the process of selling an agency, the valuation process, and common payout structures. The table below contains a few recommendations to make your business more profitable. Why Sell Just the Book?

Insurance 52

Insurance Business Valuation M&A 52

Sica Fletcher

OCTOBER 23, 2024

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. RIA Transaction Payout Averages 2023: Self-Represented vs. Professional Representation With that in mind, we must be clear that the following article is not meant to encourage owners to attempt a self-valuation.

Valuation 52

Valuation M&A Insurance Advisory 52

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. In this article, however, we provide agency owners with a quick and easy way to get a rough estimate of their agency’s worth. Learn more at , ,, SicaFletcher.com.

Insurance 52

Insurance Valuation M&A Consulting 52

Sica Fletcher

MARCH 12, 2024

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. As one of the most active M&A firms in the insurance sector, we are frequently asked how insurance agency valuations work.

Valuation 52

Valuation Insurance M&A Profitability 52

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. Activist – These funds attempt to create their own catalysts by forcing specific changes at companies and then profiting when the share price increases. EBITDA multiple , matching its own.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Peak Frameworks

JUNE 5, 2023

Virtually all of the companies in the S&P 500 have significant operations in more than one country. This article aims to explore the core aspects of MNCs, their financial management, and why finance professionals should understand their intricacies. MNCs play a very meaningful role in today's interconnected global economy.

Corporation 52

Corporation Finance Finance Management 52

Sica Fletcher

JULY 1, 2024

This article examines the steps involved in selling an insurance brokerage, as well as critical considerations to keep in mind to ensure the greatest possible payout. boost your profits, cut your bottom line), doing so with a brokerage requires paying special attention to the diversity of your policy portfolio.

Insurance 52

Insurance M&A Advisory Funds 52

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. Buyers want to acquire your agency and intend to sell it after several years for a profit, typically as part of a larger portfolio of purchased companies (e.g.,

M&A 52

M&A Insurance Valuation Advisory 52

Sica Fletcher

APRIL 11, 2024

This article examines the most common types of insurance agency sellers, which we break down into two distinct categories: the owners - agency CEOs and founders - and the partners - professionals in charge of overseeing a sale to ensure the best outcome.

Insurance 52

Insurance Advisory M&A Investment Banking 52

Sica Fletcher

SEPTEMBER 12, 2024

The following article details those aspects and our team provides first-hand insights to make the transition process easier for sellers. They operate in a small town where they are well-known and well-liked by the local population, who make up a good deal of the agency's clientele. Think Long-Term.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

JULY 31, 2024

The following article details the major trends we’ve identified in the current market and provides prospective sellers with a few insights to help them secure a favorable payout. Boutique firms usually operate with a smaller staff, which means you are more likely to work with one of the firm's principals.

M&A 52

M&A Insurance Debt Equities 52

Sica Fletcher

JULY 2, 2024

Financial: Often referred to as private equity, these buyers are interested in purchasing an insurance agency for the express purpose of making it more profitable and then reselling it further down the road. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Insurance 52

Insurance M&A Private Equity Advisory 52

Sica Fletcher

JUNE 20, 2024

PE firms rely on leveraged buyouts (LBOs) for the lion's share of their deals, which often involve using the acquired company’s assets as collateral to insure the loan used to purchase it. The following subsections detail those strategies as well as actionable insights and suggestions on what to do in the coming year(s).

M&A 52

M&A Insurance Valuation Equities 52

Mergers and Inquisitions

JULY 31, 2024

We covered these three main segments in the industrials investment banking article , and they also apply here. Pricing and value chain , such as which companies own the profits and losses and which can more easily pass on price increases to customers. The “industrials” sector is so broad that it’s tricky to pinpoint what firms do.

Private Equity 66

Private Equity Equities Middle Market Debt 66

InvestmentBank.com

OCTOBER 24, 2019

While hospitals can profit from alignment with physician practices, some argue that physician practices also benefit from this relationship given the greater resources and income generating opportunities available to them [17]. Is Healthcare’s M&A Trend Softening? Retrieved May 20, 2019, from [link] [3] Bees, J. 2019, May 2).

Hospitality 40

Hospitality Private Equity Equities Acquisitions 40

Mergers and Inquisitions

OCTOBER 2, 2024

If you’re comfortable looking up unfamiliar terms, you can find plenty of articles explaining them. But then a senior mentor on the desk covers for them and makes the trade profitable by finding a willing client buyer. They use a lot of trading jargon (e.g., Just don’t expect many in-show explanations.

Investment Banking 102

Investment Banking Banking Bank Investment 102

Mergers and Inquisitions

APRIL 10, 2024

But this article will focus on dedicated sports PE firms and some mega-funds that have made sports investments. When the fans are passionate, there are infinite ways to milk the brand’s value. The broader world of “sports investing” includes more than traditional private equity firms. only a handful a decade ago).

Private Equity 103

Private Equity Equities Funds Entertainment 103

How2Exit

APRIL 29, 2024

Uncovering the Secrets of E-Commerce M&A with Justin Harris - Watch Here rn rn About the Guest(s): rn Justin Harris is a seasoned expert in mergers and acquisitions with a strong focus on the website and e-commerce space. b' E208: What Makes a Website Valuable? I guarantee that."

M&A 130

M&A Mergers and Acquisitions Business Sale 130

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.) Most of the differences emerge on the mining side.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Software Equity Group

NOVEMBER 12, 2024

The Profit and Loss (P&L) Statement is a universal fixture of business finance, but it takes on special significance for companies in the Software industry. A well-constructed SaaS P&L can reveal insights executives need to fully understand their business performance and make well-informed strategic decisions.

M&A 52

M&A S&P Valuation Accountant 52

Mergers and Inquisitions

JANUARY 8, 2025

That said, my annual investment/market updates always get a lot of traffic, so I thought it might be interesting to follow up on this years update with more of an advice article. You can think of this article as What I would tell my 22-year-old self if I could do it all over again.

Investment 59

Investment Portfolio S&P Trading 59