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?

M&A 40

M&A Valuation Mergers and Acquisitions Discounted Cash Flow 40

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. Negotiations should be fair and mutually beneficial to both parties.

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Finance Finance Financial Statement Business 52

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. This insures that you will not need to start the process over again should negotiations terminate for any reason with a lead acquirer. Should sellers negotiate with more than one buyer simultaneously?

M&A 40

M&A Sale Negotiation Investment Banking 40

RKJ Partners

AUGUST 6, 2017

Business owners, and their senior management teams, often underestimate the importance of planning for a business sale, which, when coupled with unwarranted optimism around transaction readiness, can often result in value being left on the negotiation table.

Sale 40

Sale M&A Business Financial Statement 40

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. It enables the acquirer to make informed decisions, negotiate better terms, and potentially avoid costly mistakes.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Focus Investment Banking

JUNE 17, 2024

It’s one less thing to negotiate and none of the seller’s money is tied up. 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. The other advantage is that there is no escrow in the transaction.

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M&A Financial Statement Capital Insurance 52

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

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.

Sale 59

Sale Business Broker Valuation 59

Sun Acquisitions

FEBRUARY 12, 2024

They can dissect financial statements, identify potential pitfalls, and ascertain the business’s capacity to generate cash flow. Financially literate buyers can determine the business’s fair market value, ensuring they don’t overpay and enabling them to negotiate effectively.

Education 59

Education Finance Finance Acquisitions 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. Identifying these early allows you to proactively address them and negotiate more favorable terms. 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

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. The result?

Valuation 52

Valuation Financial Statement M&A Food 52

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.

Sale 52

Sale Business Financial Statement Finance 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). Every document – financials, customer records, vendor contracts, sales reports, expense reports, tax returns – will be carefully examined.

Business 98

Business M&A Finance Finance 98

Sun Acquisitions

FEBRUARY 10, 2023

Step #1 Get the Business Ready for Sale This may involve: Sorting out financial records: Organize your financial records. This lends credibility to the financial statements you present to potential buyers. You should have them audited by an external auditor. Your broker can lead these discussions.

Business 52

Business Broker Valuation Sale 52

Sun Acquisitions

FEBRUARY 3, 2023

A first step may be cleaning up your financial records. You want to ensure your income statements, balance sheets, and various financial statements are in order. An external audit is an excellent way to get people to trust that your financials are correct. But how do you weigh these offers?

Business 52

Business IT Broker Sale 52

Cooley M&A

MARCH 22, 2023

Structuring In an ideal scenario, you agree exclusivity with the US company to negotiate a smooth and fast deal, but we often see reverse mergers in the context of an auction process where the US public company is hotly looking for an entity to merge with and is in discussions with multiple targets at the same time.

Mergers 52

Mergers IT Mergers and Acquisitions IPO 52

Midaxo

APRIL 25, 2023

The rest of the blog consists almost entirely of questions and prompts that were posed to ChatGPT to obtain answers on how to create a company-specific M&A playbook. How to outline the process for negotiating deal terms and determining valuation? Fortunately, ChatGPT can make the process much easier.

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M&A Consulting Mergers and Acquisitions Valuation 130

OfficeHours

JUNE 5, 2023

Private equity consulting firms conduct thorough due diligence on potential investment opportunities; they analyze financial statements, assess market dynamics, evaluate industry trends, and identify potential risks and opportunities in order to provide the most accurate recommendations on potential acquisition costs.

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Private Equity Consulting Portfolio Equities 147

Sun Acquisitions

SEPTEMBER 9, 2022

Some will even contest for equal standing with you and negotiate board positions where they have the power to vote. They can scrutinize company books, records, and financial statements. However, with that said, most of today’s investors aren’t content with just being silent partners. What does this mean practically?

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Equities Business Broker Investors 52

Sun Acquisitions

JANUARY 22, 2024

Assess Your Business’s Financial Health Before selling your business, it’s crucial to understand your company’s financial health clearly. Conduct a thorough financial analysis to identify potential weaknesses or areas needing improvement. Be upfront about any challenges or risks your business may be facing.

Economics 59

Economics Business Mergers and Acquisitions Sale 59

Focus Investment Banking

MAY 22, 2023

Speaking to an experienced M&A CPA ahead of time can save headaches during the negotiation process and potentially millions in taxes owed. You should be ready to provide accurate, detailed and up-to-date financial statements, key performance metrics, tax returns, contracts, employee records, and many other important documents.

Business 52

Business M&A Sale Valuation 52

Sun Acquisitions

MARCH 29, 2024

Assess the Seller’s Financial Health: One of the primary concerns in any seller financing deal is the financial health of the seller. This involves reviewing their financial statements, cash flow, and creditworthiness. Negotiate favorable terms that align with your business’s cash flow and profitability.

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Mergers and Acquisitions Finance Finance Acquisitions 64

The M&A Lawyer

SEPTEMBER 8, 2015

A substantial amount of the time and energy involved in papering and negotiating the deal is usually devoted to reps and warranties. Parties are well-served to remember this risk-shifting function during negotiations. financial statements. financial statements. Reps serve four primary functions. Disclosure.

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M&A Insurance Financial Statement Negotiation 130

Cooley M&A

JULY 14, 2017

The court looked at the plain language of the provision in light of the text and spirit of the entire contract, and concluded that any claims of GAAP non-compliance in the preparation of financial statements should have been addressed through the agreement’s representations and warranties regime. Background facts.

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Accountant Capital Financial Statement Business 52

Lake Country Advisors

JUNE 20, 2024

In this blog, we will learn about the importance of due diligence and explore tips to do it right before your business sale. Buyers must know what they’re getting into and the hidden problems that may derail negotiations. Here are some of its examples: Outstanding debts and obligations. Pending lawsuits or legal disputes.

Sale 52

Sale Business IT Utilities 52

The M&A Lawyer

AUGUST 25, 2015

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. financial statements. The post Anatomy of a Stock Purchase Agreement appeared first on The M&A Lawyer Blog. authority and enforceability. subsidiaries.

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Stock M&A Government Mergers and Acquisitions 130

GillAgency

FEBRUARY 10, 2022

They may exclude some assets and/or liabilities based on mutual negotiations. Remember, everything is negotiable up to the point of accepting or rejecting the deal. We will be creating a project timeline template that you can use – please stay tuned for that by subscribing to our blogs and newsletters.

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Business Sale Broker IT 52

The M&A Lawyer

AUGUST 31, 2015

Some, such as “Liabilities,” “Material Adverse Effect” or “Seller’s Knowledge” (or their equivalents) are used throughout the contract and may be the subject of extensive negotiations. financial statements. preparation of interim financial statements. absence of conflicts.

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M&A Government Business Sale 130

Cooley M&A

MARCH 17, 2020

M&A Negotiations and Deal Terms. Highlighted below are some of the key areas where we expect to see more nuanced negotiations and heightened scrutiny during the course of an M&A transaction as a result of COVID-19’s impact: Purchase Price Adjustments/Valuation.

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Negotiation M&A Stock Insurance 40