Midaxo

SEPTEMBER 28, 2023

M&A transactions can be incredibly rewarding, but they also come with significant risks. M&A due diligence is the process that allows you to dig deep into a target company’s details and evaluate whether the acquisition aligns with your strategic goals. This goes beyond just the surface-level aspects of the target company.

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M&A Valuation Mergers and Acquisitions Financial Statement 113

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. An M&A playbook is a comprehensive framework that guides an organization’s M&A activities from start to finish.

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M&A Consulting Mergers and Acquisitions Valuation 130

Sun Acquisitions

MARCH 22, 2024

Mergers and acquisitions (M&A) are pivotal in the corporate world, where businesses come together to create new opportunities and enhance their competitive edge. 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.

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M&A Mergers Mergers and Acquisitions Risk Assessment 59

RKJ Partners

AUGUST 6, 2017

In our latest blog installment, we define and outline the key elements involved in the due diligence process from a buyer’s perspective. Due diligence plays a pivotal role in the buy side M&A process as it is critical in helping to uncover potential risks and items deemed to be “deal-breakers”. What is due diligence?

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M&A Financial Statement Accountant Acquisitions 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. The following are fundamental steps for a potential buyer and his deal team in the buy-side M&A process: 1. The steps in acquiring a business are far from easy.

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Focus Investment Banking

JUNE 17, 2024

For a new client, we recently had to spend a bit of time up front explaining how escrows work in M&A transactions and why they exist. The client was rightly concerned about a portion of his eventual selling price being tied up indefinitely — or even worse, never being released. Working capital escrows work in this way.

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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. As a part of the buy-side M&A process, once a buyer selects and decides to pursue an acquisition target, it is essential to reach a level of comfort that the business for sale has a reasonable chance of being successfully acquired.

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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 address common questions of business owners relating to the sell side M&A process. As investment bankers, RKJ Partners interacts daily with business owners and understands many of their concerns. How important is confidentiality and how can it be maintained during the process?

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The M&A Lawyer

AUGUST 25, 2015

Most private M&A transactions are structured as acquisitions of stock , rather than mergers or asset purchases. However, M&A transactions are anything but basic. In later posts on The M&A Lawyer Blog, I will examine each of these sections more closely and provide a more detailed and nuanced discussion of their contents.

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Sun Acquisitions

JULY 21, 2023

Merger and acquisition (M&A) transactions are complex endeavors that can significantly impact the involved companies and the broader business landscape. 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.

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

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Sale Business M&A Financial Statement 40

Sun Acquisitions

MARCH 8, 2022

A checklist of the financial documents needed to sell a business. Financial Documents Needed to Sell a Business. Personal Financial Statement (to be completed by buyers). Personal Financial Statement (to be completed by buyers). Internal Profit & Loss Statements (dating back two to three years).

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Business M&A Finance Finance 98

RKJ Partners

AUGUST 6, 2017

It is common for a buyer to make a purchase offer based upon general financial and operational data that has been supplied during the marketing phase of the sale process. Performing financial due diligence prior to a price and terms agreement would be putting the "cart before the horse". with no revision in price or terms).

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M&A Sale Business Financial Statement 40

OfficeHours

JUNE 6, 2023

Seek staffing that is related to M&A deals that employ intense financial analysis and due diligence. If your bank has weak M&A deal flow or you have not gotten the proper staffing for private equity, you may want to consider adding a third year of investment banking to better prepare yourself.

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Private Equity Equities Financial Modeling Financial Models 147

Cooley M&A

JANUARY 22, 2021

General Trends in Life Sciences M&A. In contrast, aggregate M&A deal value for the life sciences sector was down nearly 50% when compared to 2019, with the first half of 2020 particularly dismal in the wake of market uncertainty caused by the pandemic. COVID-19’s Impact on Pre-Pandemic Deals and Future Dealmaking.

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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

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. Selling a business can be a daunting task, filled with its own set of unique challenges.

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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

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. Selling a business can be a daunting task, filled with its own set of unique challenges.

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Sale Business Broker Valuation 59

Sun Acquisitions

MARCH 29, 2024

In the world of mergers and acquisitions (M&A), seller financing deals can offer numerous benefits to buyers. They provide a unique opportunity to secure funding from the seller, which can help bridge financial gaps and facilitate the purchase of a business. However, while these deals can be advantageous, they also come with risks.

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Focus Investment Banking

DECEMBER 4, 2023

Going to market with credible and reliable financials doesn’t have to be one of them. The buyer negotiates critical price reductions after finding issues in the internal financial statements. The buyer negotiates critical price reductions after finding issues in the internal financial statements. The result?

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Sun Acquisitions

MARCH 18, 2023

Due diligence is an essential part of mergers and acquisitions (M&A). The due diligence process typically begins with a review of financial statements, legal documents, the operations, clientele, risks, opportunites and personnel. Buyers need to be aware that due diligence can be costly and time-consuming.

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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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Focus Investment Banking

AUGUST 13, 2023

Due diligence is one of the most critical pieces of the M&A process. It provides potential buyers or investors with access to essential documents, such as financial statements, contracts, intellectual property records, and operational data, enabling them to thoroughly assess the target company's value, risks, and potential synergies.

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Business Financial Statement Mergers and Acquisitions Sale 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

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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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

DECEMBER 15, 2023

Selling your business significantly impacts your financial future and personal goals. 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. Inadequate Preparation.

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Sun Acquisitions

MARCH 6, 2024

However, securing favorable terms in a business acquisition requires more than just financial acumen; it demands the art of persuasion. In this blog post, we will explore the strategies for mastering this art and achieving your goals in business acquisition. Knowing the market norms will help you gauge what’s reasonable.

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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. It offers flexibility in structuring the deal and potentially lower upfront costs.

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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 16, 2024

Seek Professional Guidance: Exiting a business involves complex legal, financial, and strategic considerations that require professional expertise. Engage qualified advisors such as investment bankers, M&A advisors, attorneys, and tax specialists who can guide the exit process.

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Sun Acquisitions

SEPTEMBER 9, 2022

If it makes financial sense and you understand the dilution aspect of selling equity and the potential interference from investors, then yes, go ahead. Whatever your motives for giving up part ownership in your company, there are things M&A brokers want you to be aware of. It’s a common enough practice.

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Focus Investment Banking

MAY 22, 2023

Simply throwing out a desired figure doesn’t work in this game; private equity and strategic buyers will look under the hood and valuation will be driven by the company's historical financial performance, brand equity, investment required in the business, future growth expectations, and market conditions.

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Business M&A Sale Valuation 52

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. What is Accounting?

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Sun Acquisitions

FEBRUARY 23, 2024

Financial transactions, whether buying a business , selling a property, or investing in a venture, can be complex and riddled with potential pitfalls. In these intricate financial landscapes, professional guidance becomes invaluable. Accountants: The Financial Architects Accountants are the financial architects of any transaction.

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Sun Acquisitions

FEBRUARY 10, 2023

Step #1 Get the Business Ready for Sale This may involve: Sorting out financial records: Organize your financial records. Step #1 Get the Business Ready for Sale This may involve: Sorting out financial records: Organize your financial records. more than in 2021. You should have them audited by an external auditor.

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