How2Exit

AUGUST 19, 2024

E239: The Ultimate Exit Guide: Top Strategies for Preparing Your Business for a High-Value Sale - Watch Here About the Guest(s): Christine Nicholson is a distinguished business mentor, speaker, and expert in exit and succession planning. “Business owners need to believe that someone else can do it,” Nicholson asserts.

Business 130

Business Sale Mergers and Acquisitions M&A 130

How2Exit

OCTOBER 30, 2023

Jeffery also highlights the need for a strong marketing and sales strategy in the businesses he considers. He discusses the challenges of the search process and the importance of understanding valuation and deal structure. rn Jeffery emphasizes the importance of a strong marketing and sales strategy in the businesses he considers.

Business 130

Business Capital Acquisitions Shares 130

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.

Valuation 40

Valuation M&A Private Equity Sale 40

How2Exit

FEBRUARY 25, 2024

rn Brandon's recent venture into buying a custom cabinetry company showcases a novel strategy involving a sale leaseback — a powerful maneuver that financed the purchase of the business itself. rn Key Takeaways: rn rn The "property split" or sale leaseback strategy can significantly finance business acquisitions.

Mergers and Acquisitions 130

Mergers and Acquisitions Acquisitions Business Sale 130

Sun Acquisitions

OCTOBER 13, 2023

Valuation lies at the heart of every successful M&A transaction, providing a framework to determine the worth of a target company. Valuation techniques in M&A involve a comprehensive assessment of financial, operational, and market factors. Discounted Cash Flow (DCF) analysis is a commonly used income-based valuation technique.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

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

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

How2Exit

MARCH 11, 2024

The conversation highlights the significance of financial organization, customer diversification, and realistic valuation of assets. Relying heavily on one customer can be a red flag for buyers and lenders, potentially affecting the sale of the business. rn Overvalued assets can hinder the sale of a business.

M&A 130

M&A Business Mergers and Acquisitions Valuation 130

PCE

SEPTEMBER 30, 2024

Even if you dont want to sell your business today, its important to understand how a buyer would value your business so that you can better plan for an eventual sale. Understanding these valuation concepts is essential to reduce the risk of leaving money on the table.

Valuation 52

Valuation Business Sale IT 52

iMerge Advisors

APRIL 13, 2025

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. This article outlines the essential components of a CIM, with a focus on software and tech-enabled businesses. But what exactly should a CIM include?

Valuation 40

Valuation M&A Mergers and Acquisitions Business 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

PCE

APRIL 11, 2025

When everything runs through a single individual, it limits scalability, disrupts continuity, and can significantly impact the companys valuation in a sale. Many successful businesses are held back by one critical risk: owner dependency.

Sale 52

Sale Business Valuation Shares 52

How2Exit

SEPTEMBER 18, 2023

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. In this article, we will explore his journey, the challenges he has faced, and the opportunities he sees in the market.

Healthcare 147

Healthcare Investment M&A Business 147

Focus Investment Banking

MARCH 10, 2025

Know the timeline After a sale, buyers often expect you to stay on for one to two years as an employee or consultant. Missing this detail could complicate or kill the deal, delay your plans, or reduce the sale price. Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. This derisks the org.

Investment 52

Investment Book-building Sale Business 52

How2Exit

DECEMBER 4, 2023

rn The valuations of businesses in the consumer products and e-commerce space have decreased by 30-40% from their peak. However, he noted that even in slow markets, deals continue to happen, especially when there is a pressing need for a sale or a perfect fit between buyer and seller.

M&A 130

M&A Mergers and Acquisitions Valuation Business 130

iMerge Advisors

APRIL 15, 2025

In this article, well outline the key privacy, security, and compliance documentation that buyers especially private equity firms and strategic acquirers expect to see during due diligence. Well also explore how early preparation in these areas can materially impact valuation and deal certainty.

Securities 40

Securities M&A Valuation Risk Assessment 40

iMerge Advisors

APRIL 16, 2025

Summary of: Software Company Valuations in 2025: Trends, Multiples, and Strategic Implications As we move into 2025, software company valuations are entering a new phaseone shaped by macroeconomic recalibration, AI-driven disruption, and a more disciplined capital environment.

Valuation 40

Valuation Private Equity M&A Equities 40

Viking Mergers & Acquisitions

MAY 25, 2023

While no two business sales will look the same, any business owner can benefit from these practical steps to help find the right buyer and secure the best deal possible. Among the most important considerations is how the sale will impact your financial state. Read more about our business valuation process in this blog post.)

Business 98

Business Broker Mergers and Acquisitions Sale 98

How2Exit

NOVEMBER 18, 2024

Consistent Growth : Premium valuations in company sales hinge on predictable revenue and growth, amid a booming market. Unique Businesses : Successful companies often thrive on fulfilling everyday needs in niche markets, unnoticed by the average consumer.

IT 130

IT Mergers and Acquisitions Business Private Equity 130

iMerge Advisors

APRIL 9, 2025

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

Sale 40

Sale Valuation M&A Discounted Cash Flow 40

Sun Acquisitions

AUGUST 2, 2024

This article explores essential strategies for selling your HVAC business, focusing on maintaining discretion, securing Non-Disclosure Agreements (NDAs), and accurately assessing the business’s value. Public knowledge of the sale can lead to a drop in sales, loss of key employees, and decreased customer confidence.

Sale 52

Sale Business Broker Profitability 52

Focus Investment Banking

SEPTEMBER 3, 2024

So to match the pace of automotive deals and because we find it more effective, we employ a two-stage sale process. A two-stage sale process involves first getting indications of interest (IOIs) from as many buyers as we can and then narrowing down that buyer pool by inviting the more serious ones to submit formal letters of intent (LOIs).

Sale 52

Sale Business Negotiation Valuation 52

iMerge Advisors

APRIL 10, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. Are they aligned with your goals?

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. Are they aligned with your goals?

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

Viking Mergers & Acquisitions

MAY 18, 2023

Know the Virtual Landscape E-commerce is a rapidly expanding way to do business, with over one-fifth of worldwide sales estimated to take place online in 2023. A professional valuation will provide vital insight into where your business fits in the broader industry and global e-commerce market.

Business 85

Business Mergers and Acquisitions Broker M&A 85

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 Banking Bank Investment 111

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

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

Sun Acquisitions

APRIL 29, 2024

This article explores proven methods to enhance the market value of an HVAC business, highlighting the crucial role of Mergers and Acquisitions (M&A) advisors in guiding business owners through this process. These professionals offer invaluable insights into market trends, valuation strategies, and negotiation tactics.

Sale 52

Sale Business M&A Mergers and Acquisitions 52

How2Exit

FEBRUARY 12, 2024

With a background in audit and entrepreneurship, Steve brings a wealth of experience to his role as an advisor and coach for businesses preparing for sale. 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

How2Exit

SEPTEMBER 22, 2024

Article: Mastering Mergers and Acquisitions: Insights from Ian Smith Key Takeaways: Switch from an entrepreneurial mindset to a buyer’s perspective to build businesses buyers love. Detailed, repeatable processes and storytelling techniques enable better business valuation and smoother operations.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Sale M&A 130

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

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. In a business sale, forewarned is forearmed. Payment of deal-related sales or transfer taxes can substantially impact deal value.

Sale 52

Sale Business Negotiation M&A 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

How2Exit

NOVEMBER 11, 2023

rn The structure of the deal can change the valuation of a business. The article explores the main themes discussed in the interview and provides analysis on their implications and potential impact. By understanding the buyer's perspective, sellers can tailor their approach and increase the chances of a successful sale.

Business 130

Business Investors Mergers and Acquisitions Shares 130

IBG

APRIL 4, 2023

In a business sale, the letter of intent is a vital document, and sellers need to thoroughly understand its purpose and scope. The tail goes with the hide” – mimicking his dad’s favorite term for a clean business sale – “and he wants to close in 90 days. I’m going to fax this to you and Larry” (their corporate attorney).

Sale 52

Sale Business Negotiation M&A 52

How2Exit

NOVEMBER 9, 2023

Mark provides insights into finding the right integrator, the role of the integrator in the organization, and the impact of EOS on company valuation. rn Implementing EOS can significantly increase a company's valuation. rn Implementing EOS can significantly increase a company's valuation.

Business 130

Business Shares Valuation IT 130