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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

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.

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13 Concepts We Can Learn About Winning and Losing in Entrepreneurship on How2Exit's Interview W/Scott Duke

How2Exit

When interest rates increase, banks are less likely to provide financing as the debt servicing ratio becomes more difficult to meet. Concept 4: Culture Is Key To Retention One important factor to consider when planning for a business sale is employee retention. Culture is a major factor when it comes to employee retention.

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Wealth Management vs. Investment Banking: Career Deathmatch

Mergers and Inquisitions

If you want to read angry comments and long threads with plenty of insults, you can’t go wrong with the wealth management vs. investment banking debate. And wealth managers at large banks may advise people with as little as a few hundred thousand to invest. The truth is that both claims are correct but incomplete.

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David Bateman: From Failed Businesses to Successful Deal Maker & Sourcing Expert

How2Exit

He has extensive experience in entrepreneurship, sales, and marketing, and has successfully acquired and grown multiple businesses. rn Building relationships and networking are crucial in the acquisition space. This mentorship was instrumental in David's ability to close deals and build his own portfolio of businesses.

Business 130
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Paul Neal Discusses Wealth Building by Owning Business Property

How2Exit

E222: Paul Neal Discusses Wealth Building by Owning Business Property - Watch Here About the Guest(s): Paul Neal is a seasoned financial strategist and real estate finance expert with a background in engineering. He is the author of "Unleash Your Business: Unlock Wealth, Autonomy, and Control by Buying Your Building and Firing Your Landlords."

Business 130
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M&A Blog #19 – valuation (Leveraged Buy Out - LBO)

Francine Way

The major steps of LBO are: Building the Sources and Uses tables. Building a proforma balance sheet. Building a historical 3-statement model and a debt-interest schedule. Building the go-forward 3-statement model. Building the go-forward debt-interest schedule. Modeling the future exit.

Valuation 130
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Trial Balance

Wall Street Mojo

It may also be stated as a statement of the total debit and credit balances extracted from the various accounts in the ledger to examine the mathematical exactness of the books. At the end of every accounting period the accounting books are to be closed and preparing the trial balance is the first step towards it.