How2Exit

OCTOBER 7, 2024

With a background in finance and accounting from his time at Deloitte, Ryan has built his expertise in business valuation. He is the founder of Peak Business Valuation, a firm dedicated to providing independent third-party valuation services for SBA lenders and individuals.

Business 130

Business Mergers and Acquisitions Valuation Acquisitions 130

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

Beyond M&A

SEPTEMBER 18, 2023

It’s not just about the business’s direct profitability but the sustainability of that profit in an increasingly digital realm. As per this FT article, employees’ logins were ‘hacked and traded’ on cybercriminal forums for firms like Wells Fargo, WPP, Experian, Diageo, Wayfair, Epic Games and Adobe.

Investment 147

Investment Profitability Business M&A 147

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. Insurance agency valuation is a critical component of running an M&A deal, but executing this multi-step process well requires a great deal of specialized education and experience.

Insurance 52

Insurance Valuation M&A Consulting 52

Focus Investment Banking

MARCH 24, 2024

In the dynamic realm of direct-to-consumer (DTC) businesses, a clear hierarchy emerges in private equity valuations, largely based on the perceived stability, scalability, control over supply chains and customer experiences. The hierarchy in DTC business valuations reflects a balance between risk and reward.

Private Equity 52

Private Equity Valuation Equities Business 52

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

DECEMBER 2, 2024

His hands-on experience in acquiring and rolling up businesses into profitable entities reflects his commitment and expertise in driving shareholder value. Industry Focus : Jamie targets service-based industries, especially those with recurring revenue models, to maximize long-term business valuation.

Business 130

Business Acquisitions Mergers and Acquisitions Consulting 130

Software Equity Group

OCTOBER 22, 2024

The difference pays off in higher valuations: Companies that can retain and grow within their customer bases, particularly in the face of a recession, are rewarded with higher multiples. In this article, we will explore NRR in depth, examining its role in public software companies and sharing takeaways for leaders and executives.

Valuation 52

Valuation Investors IT Management 52

How2Exit

NOVEMBER 17, 2023

rn Valuation is based on comparable past deals and the specific variables of the business model. rn Valuation is based on comparable past deals and the specific variables of the business model. rn rn Quotes: rn rn "Valuation tends to be based on real estate. rn "Valuation tends to be based on real estate," Smale explains.

M&A 130

M&A Mergers and Acquisitions Valuation Business 130

Focus Investment Banking

MARCH 10, 2025

Shifting focus to profitable, reliable customers strengthens cash flowwhat buyers ultimately value. 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.

Investment 52

Investment Book-building Sale Business 52

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 Modeling Financial Models Financial Statement 98

How2Exit

JUNE 10, 2024

He also stresses the necessity of understanding the valuation of a business, customer concentration, and other factors that can affect a company’s saleability. Accurate Valuation : Understanding the true market value of a business is crucial; consult multiple investment bankers to get a clear picture.

Investment Banking 100

Investment Banking Business Investment Banking 100

How2Exit

FEBRUARY 12, 2024

rn Building a valuation edge and saturation-proofing the business are key strategies for attracting buyers and maximizing value. rn Sellers should focus on building a valuation edge by differentiating themselves from the competition and ensuring their financials are in order.

M&A 130

M&A Advisory Economics Mergers and Acquisitions 130

How2Exit

MAY 6, 2024

His expertise includes rolling up profitable businesses that own real estate, separating and selling the businesses, as well as repurposing declining businesses into lucrative investments. rn rn rn Real estate tied to a business should be evaluated for its highest and best use, which can lead to repurposing for more profitable ventures.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Mergers Acquisitions 130

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

Viking Mergers & Acquisitions

MAY 18, 2023

Lower overhead costs often mean increased profits, which the e-commerce sector has demonstrated with its substantial growth in recent years. Read on for four tips for selling an e-commerce business profitably and seamlessly. Look for a broker with a strong record of well-negotiated and profitable sales.

Business 85

Business Mergers and Acquisitions Broker M&A 85

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

How2Exit

NOVEMBER 12, 2023

rn Building an empire requires strategic planning, a strong team, and a focus on profitability and growth. The article explores the main themes discussed in the interview and provides in-depth analysis and insights into building and exiting successful companies. Um, and so the breadth is endless."

Private Equity 130

Private Equity M&A Equities Book-building 130

Wall Street Mojo

JANUARY 17, 2024

This differentiation helps identify a company’s profitability Profitability Profitability refers to a company's ability to generate revenue and maximize profit above its expenditure and operational costs. It is measured using specific ratios such as gross profit margin, EBITDA, and net profit margin.

Accountant 98

Accountant Finance Finance Profitability 98

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 Investors Shares Financial Modeling 98

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

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 more on the day-to-day tasks, please see the articles on the Corporate Finance Analyst , the FP&A Manager , and the FP&A Director.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

How2Exit

MAY 20, 2024

rn Today's Guest Host: rn David Green is a seasoned investor and entrepreneur dedicated to helping business owners scale and sell profitable companies. Wealth managers are not trained in the art of business valuation." These elements drive his selective process, ultimately leading to more profitable and fulfilling endeavors.

M&A 130

M&A Mergers and Acquisitions Book-building Business 130

Focus Investment Banking

MAY 23, 2024

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. The worth of a business, or valuation, is primarily based on EBITDA (Earnings before Interest, Taxes, Depreciation, & Amortization).

Mergers and Acquisitions 52

Mergers and Acquisitions Mergers Acquisitions Valuation 52

How2Exit

APRIL 16, 2022

People are realizing the profit potential and attractive lifestyle that comes with buying, growing and selling businesses. Articles cover everything needed to close the best deals, including financing, deal flow, market forecasts, buy/sell listings, training/advice/education, and more.

M&A 100

M&A Mergers and Acquisitions Acquisitions Business 100

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. Preparing for Sale: Business owners should invest time in preparing their businesses for sale to maximize valuation and attract potential buyers.

M&A 130

M&A Mergers and Acquisitions Financial Analysis Financial Statement 130

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 Modeling 105

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

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. Table of contents What Is Revenue Sharing?

Shares 52

Shares Financial Modeling Financial Models Profitability 52

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.

Sale 98

Sale Accountant Financial Modeling Financial Models 98

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 24, 2024

rn rn rn ESOPs impact the community by keeping the business local, retaining jobs, and allowing profit to stay within the community rather than going to external investors. rn rn rn "The profits are building up equity that is dispersed across the employee base." rn rn rn ".as rn rn rn ".as

Business 130

Business Private Equity Mergers and Acquisitions Equities 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

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 create a target identification process?

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

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

How2Exit

AUGUST 19, 2024

As part of this operation efficiency, business owners should not hesitate to “fire” non-profitable or problematic clients. This move can substantially boost employee morale and ultimately improve bottom-line profitability. She advises, “Get your business valued, it’s really easy and cheap.”

Business 130

Business Sale Mergers and Acquisitions M&A 130

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