RKJ Partners

AUGUST 6, 2017

In our latest blog installment, we define and discuss the evolution of microlending. If you have an existing business, assemble your financial statements for the last three years. As investment bankers, RKJ Partners possesses a breadth of knowledge and experience in advising clients that seek growth capital.

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RKJ Partners

AUGUST 6, 2017

In our latest blog installment, we define and outline the key elements involved in valuing a target company. During preliminary due diligence, the view of valuation is often heavily contingent on the financial information provided by the seller. What is Valuation?

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M&A Valuation Mergers and Acquisitions Discounted Cash Flow 40

RKJ Partners

AUGUST 6, 2017

In our latest blog installment, we outline the eight basic steps involved in the buy side M&A process and related insights to assist in a successful execution. Early in the M&A process, the view of valuation is preliminary and often heavily contingent on the financial information provided by the seller.

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M&A Business Acquisitions Financial Statement 40

RKJ Partners

AUGUST 6, 2017

The following are proactive steps a business owner should take prior to beginning the business sale process: Recasting Financial Statements.

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Sale M&A Business Financial Statement 40

RKJ Partners

AUGUST 6, 2017

In our latest blog installment, we address common questions of business owners relating to the sell side M&A process. In today’s fast changing world, statements more than three years old are not very relevant to the operations of the current ongoing business.

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M&A Sale Negotiation Investment Banking 40

Focus Investment Banking

JUNE 17, 2024

This blog was previously published on Modern Tire Dealer. Five months of due diligence was performed by the buyer on each of the 27 issues and on the business itself. There are several companies that specialize in this type of insurance. The post Escrows in M&A Transactions appeared first on FOCUS.

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RKJ Partners

AUGUST 6, 2017

External due diligence can and should be done by the buyer at an earlier stage since it is not reliant on specific company information and is not sensitive or intrusive to the company. Internal due diligence relies on information specific to the subject company.

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M&A Sale Business Financial Statement 40

Focus Investment Banking

AUGUST 13, 2023

That’s when the buyer goes through all of your company’s financial statements, employee contracts, supplier and vendor agreements, licenses and permits, rental and lease agreements, intellectual property and the like to help them determine if they are buying a solid company at a fair price.

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Business Financial Statement Mergers and Acquisitions Sale 52

Sun Acquisitions

FEBRUARY 20, 2024

However, like any financial transaction, it comes with its own set of risks and complexities. This blog post will explore the critical aspects of due diligence in seller financing deals and what buyers must know to ensure a successful transaction.

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Sun Acquisitions

SEPTEMBER 21, 2023

In this blog post, we will explore some common challenges business owners face when marketing their businesses for sale and discuss strategies to overcome them, ultimately ensuring a smooth and successful transition. One of the critical hurdles lies in effectively marketing your business for sale.

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Sale Business Broker Valuation 64

Sun Acquisitions

JUNE 26, 2023

This blog post will discuss the different marketing strategies and methods that family business owners can use to ensure they get the best deal while selling their business. Selling a business can be daunting, especially for family-owned businesses that have been built and managed by generations.

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Sun Acquisitions

SEPTEMBER 29, 2023

In this blog post, we will explore some common challenges business owners face when marketing their businesses for sale and discuss strategies to overcome them, ultimately ensuring a smooth and successful transition. One of the critical hurdles lies in effectively marketing your business for sale.

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Sale Business Broker Valuation 59

Sun Acquisitions

AUGUST 9, 2023

Outline the Business’s Financial Details Potential buyers will want an idea of what they can expect from the business. One way to do this is to develop a detailed financial statement or balance sheet that outlines the business’s expected revenue, historical earnings, expense breakdowns, and future income potential.

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Sun Acquisitions

MARCH 22, 2024

In this blog post, we will delve into the world of M&A due diligence , shedding light on the best practices for conducting a comprehensive evaluation of potential targets. Mergers and acquisitions (M&A) are pivotal in the corporate world, where businesses come together to create new opportunities and enhance their competitive edge.

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M&A Mergers Mergers and Acquisitions Risk Assessment 59

Focus Investment Banking

DECEMBER 4, 2023

The buyer negotiates critical price reductions after finding issues in the internal financial statements. At a base level, buyers want to get as much comfort from the financials before submitting an offer and closing the transaction.

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Valuation Financial Statement M&A Food 52

Sun Acquisitions

JULY 3, 2023

Due diligence is the thorough investigation and examination of a company’s financial, legal, and operational aspects by the potential buyer. In this blog, we’ll explore the role of due diligence in selling your family business, its importance, and best practices for sharing information with potential buyers.

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Business Shares Financial Statement Risk Management 52

Sun Acquisitions

NOVEMBER 27, 2023

In this blog post, we will explore a business broker’s indispensable role and highlight why you need their expertise when selling your business. Understanding the Complexities Selling a business is not a straightforward process like selling a tangible product; it involves intricate financial, legal, and emotional considerations.

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Sun Acquisitions

JULY 1, 2024

In this blog post, we present “The Seller’s Playbook,” a unique approach that offers small business owners a systematic strategy to ensure they sell their business and do so with the maximum return on investment. This goes beyond financial statements.

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Business Negotiation Mergers and Acquisitions M&A 59

Midaxo

SEPTEMBER 28, 2023

In this blog post, we’ll explore four keys to running a successful M&A due diligence and offer some insights for navigating this complex terrain. However, relying solely on financial models and estimates can lead to inaccurate valuations. Effective due diligence is the bedrock upon which valuations should be built.

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M&A Valuation Mergers and Acquisitions Financial Statement 113

Sun Acquisitions

NOVEMBER 26, 2024

At the same time, AI can analyze contracts, financial statements, and other critical documents with superhuman speed and accuracy. Virtual data rooms (VDRs) and AI-powered document review tools have revolutionized the game. VDRs offer secure, cloud-based platforms for storing and sharing vast documents.

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M&A Mergers and Acquisitions Collaboration Valuation 59

Razorpay

JUNE 10, 2023

Accounting is the process of recording a business’s financial transactions. The objective of accounting is to prepare financial statements like the Balance Sheet, Cash Flow Statement and Income Statement which give detailed insights into the financial performance of a business.

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Accountant Book-building Financial Statement Financial Transaction 52

Sun Acquisitions

MARCH 6, 2024

In this blog post, we will explore the strategies for mastering this art and achieving your goals in business acquisition. Strong Financial Profile: A robust financial profile can make you a more attractive borrower or partner. Multiple Financing Options: Don’t put all your eggs in one basket.

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Business Securities Acquisitions Negotiation 59

Sun Acquisitions

JULY 21, 2023

In this blog post, we will explore the role of due diligence in successful M&A transactions and why it should be a top priority for companies. Due diligence plays a crucial role in evaluating a transaction’s potential risks and rewards, ensuring that both parties are well-informed and can make informed decisions.

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M&A Mergers and Acquisitions Negotiation Mergers 52

OfficeHours

JUNE 21, 2023

If you’ve been working in IB and are making a lateral switch or are trying to get into PE, you don’t need two lines dedicated to your relevant coursework because they will know you understand valuing businesses, financial statements, etc. Your additional information shouldn’t reiterate what your bullets already told the reader.

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Sun Acquisitions

DECEMBER 15, 2023

In this blog post, we’ll explore some of the most common mistakes to avoid when selling your business and offer insights into how you can navigate the process more effectively. Neglecting due diligence can also open the door to legal and financial disputes after the sale.

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Business Sale Financial Statement Profitability 59

Cooley M&A

MARCH 22, 2023

For further detail on the scheme of arrangement majority tests – see our blog post – “Schemes of Arrangement: Dodgy Plots or Effective Ways to Purchase UK Companies” If it is possible to obtain signatures from all shareholders, a share purchase agreement may give you a timing and certainty advantage to other bidders.

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Focus Investment Banking

JUNE 19, 2023

Your banker will rely on the financial statements completed by the CPA, so the quality of their work matters. Once or twice during my career, I have received financial statements from CPAs with simple math errors. For a professional, those simple mistakes are unacceptable and extremely costly.

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Business Financial Statement Mergers and Acquisitions Accountant 52

Sun Acquisitions

MARCH 8, 2022

Financial Documents Needed to Sell a Business. Personal Financial Statement (to be completed by buyers). Internal Profit & Loss Statements (dating back two to three years). Are You Financially Ready? Business’ Professional Certificates. Existing Vendor/Client Contracts. Employment Agreements. Letter of Intent.

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Business M&A Finance Finance 98

Sun Acquisitions

FEBRUARY 23, 2024

In these intricate financial landscapes, professional guidance becomes invaluable. In this blog post, we’ll explore these professional advisors’ essential roles in guiding buyers’ and sellers’ financial choices. Valuation: Accountants help sellers determine the fair market value of their assets.

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Broker Accountant Negotiation Financial Transaction 59

Sun Acquisitions

APRIL 17, 2023

Preparing Business Finances for Sale Another way to prepare your business for sale is to clean up the financial statements by a licensed professional that reflects the status of your company’s finances — such as balance sheets, income statements, cash flow statements, etcetera.

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Sale Business Financial Statement Finance 52

Sun Acquisitions

SEPTEMBER 30, 2024

As you meticulously evaluate financial statements, assess market conditions, and fine-tune your pitch, it’s crucial not to overlook the less conspicuous elements that can significantly influence your business’s valuation in mergers and acquisitions (M&A).

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Mergers and Acquisitions Valuation Mergers Acquisitions 59

OfficeHours

JUNE 6, 2023

T he most important skill for a private equity junior is financial modeling. Mastering financial modeling techniques and demonstrating proficiency in valuation methods, cash flow analysis, and financial statement analysis are critical skills for private equity professionals.

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OfficeHours

MAY 31, 2023

Additionally, the article lists out many of the key calculations, including WACC, Preferred Stock Method, and Unlevered Free Cash Flow, with many of the key formulas highlighted and explained thoroughly.

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Sun Acquisitions

SEPTEMBER 16, 2024

Prepare for Due Diligence: Due diligence is a critical phase of the exit process, during which potential buyers thoroughly assess your business’s financial, legal, and operational aspects. Prepare in advance by organizing financial statements, contracts, legal documents, and other relevant information.

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Negotiation Business Sale Management 59

Sun Acquisitions

MARCH 18, 2023

The due diligence process typically begins with a review of financial statements, legal documents, the operations, clientele, risks, opportunites and personnel. Potential interviews with key personnel may be important to understand its operations and management structure.

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OfficeHours

JUNE 12, 2023

This includes questions related to LBO modeling, multiples valuation, and basic accounting / financial statement analysis. Then you should turn your focus to mastering technical questions, as an intern with a strong technical base will be extremely helpful for a private equity firm.

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Private Equity Equities Investment Valuation 147

Sun Acquisitions

SEPTEMBER 9, 2022

They can scrutinize company books, records, and financial statements. Disclaimer: Any information provided in this blog is not intended to replace legal, financial, or taxation advice given by qualified professionals. That’s mainly to do with the fact that your equity partners are your business co-owners.

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