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. Valuation is a fundamental aspect of any M&A deal. However, relying solely on financial models and estimates can lead to inaccurate valuations.

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M&A Valuation Mergers and Acquisitions Financial Statement 113

OfficeHours

JUNE 12, 2023

Develop a strong foundation of financial knowledge Private equity firms typically look for candidates with a strong understanding of finance and accounting principles. At the junior level, running the model and valuation analyses will be one of your primary workstreams as a private equity professional.

Private Equity 147

Private Equity Equities Investment Valuation 147

RKJ Partners

AUGUST 6, 2017

Careful preparation and advanced planning can significantly increase the likelihood of a successful business sale and have a positive effect on valuation. The following are proactive steps a business owner should take prior to beginning the business sale process: Recasting Financial Statements. Independent Valuation.

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Sale Business M&A Financial Statement 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. Establish Preliminary Valuation. As investment bankers, RKJ Partners, LLC possesses a breadth of knowledge and experience in advising buyers on business acquisitions.

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M&A Business Acquisitions Financial Statement 40

Peak Frameworks

JUNE 29, 2023

In the world of finance, auditing plays a crucial role in ensuring the accuracy and reliability of financial statements. Central to the audit process are assertions, which serve as the foundation for auditors to assess the validity and completeness of financial information.

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Financial Statement Accountant Private Equity Valuation 52

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.

Private Equity 147

Private Equity Equities Financial Modeling Financial Models 147

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. Collaborating with a professional business appraiser or consultant can help you obtain an objective valuation.

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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. Collaborating with a professional business appraiser or consultant can help you obtain an objective valuation.

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Sale Business Broker Valuation 59

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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Broker Business Negotiation Sale 72

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. A seller that conducts a QofE can often experience a higher valuation.

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Valuation Financial Statement M&A Food 52

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.

Private Equity 147

Private Equity Consulting Portfolio Equities 147

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

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

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. Valuation and Pricing: Due diligence plays a critical role in determining a target company’s value and appropriate pricing.

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M&A Mergers and Acquisitions Negotiation Mergers 52

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. Market trends: These will be weighed into the final valuation.

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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. Your business may be worth more.

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Business IT Broker Sale 52

Sun Acquisitions

AUGUST 16, 2023

Potential buyers will want to know the state of your finances, so ensure you are honest and straightforward with all your financial disclosures. Any discrepancies in your financial statements can significantly hurt the final price of your business.

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Business Economics Valuation Broker 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

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. To avoid this mistake: Conduct a thorough valuation of your business.

Business 59

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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Mergers IT Mergers and Acquisitions IPO 52

Sun Acquisitions

FEBRUARY 12, 2024

For Buyers Risk Mitigation: Financial literacy empowers buyers to gauge the financial health of their prospective acquisition target. They can dissect financial statements, identify potential pitfalls, and ascertain the business’s capacity to generate cash flow.

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Education Finance Finance Acquisitions 59

Focus Investment Banking

MAY 22, 2023

Below are some key things that business owners should consider when divesting their business: Valuation : Try to have a realistic idea of the value of your business. Indeed, depending on how the deal is structured, a lower total valuation may still leave more net cash in your pocket.

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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. Conduct a comprehensive economic assessment to ensure the seller can provide the financing.

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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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Sun Acquisitions

SEPTEMBER 9, 2022

They can scrutinize company books, records, and financial statements. For example, get your financial records in order and have a business valuation done through an independent consultant. That’s mainly to do with the fact that your equity partners are your business co-owners. What does this mean practically?

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Equities Business Broker Investors 52

Sun Acquisitions

SEPTEMBER 16, 2024

Invest in strategic initiatives to boost your company’s performance and market position, ultimately increasing its valuation. 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.

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Negotiation Business Sale Management 59

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.

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Economics Business Sale Mergers and Acquisitions 59

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. By proactively uncovering these issues early, you can address them, reducing the chances of last-minute surprises that could scare off buyers or lower your business’s valuation.

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Sale Business IT Utilities 52

Focus Investment Banking

DECEMBER 5, 2024

It is important to note that buyers, whether financial or strategic, will run a thorough financial diligence to ensure the accuracy of the financial statements. This allows you to defer taxes on that portion until it’s sold in a future transaction, potentially at a higher valuation.

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Business Sale Negotiation Investors 52

Cooley M&A

JANUARY 22, 2021

Fortunately, in May 2020, the SEC adopted amendments to the financial disclosure requirements that alleviated some of the burden for public company buyers in those transactions by permitting the use of abbreviated financial statements without the need to seek exemptive relief, as discussed in more detail in our previous blog post.

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M&A Mergers and Acquisitions Collaboration Mergers 40

GillAgency

FEBRUARY 10, 2022

Financial Role You will need to have very clean books, records and financials as well as a bullet-proof valuation of your business – the purchase price. 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

Focus Investment Banking

MAY 23, 2024

of deals died because there was a “valuation misalignment” between a buyer and a seller. Looking at non-financial reasons, 17.1%, of deals died because the “seller backed out.” Another 17% of deals died for non-financial reasons discovered in due diligence. There is one very simple way to avoid this.

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Business Book-building Sale Profitability 52

Sun Acquisitions

DECEMBER 20, 2024

This data can include everything from financial statements and customer transactions to social media sentiment and website clickstream data. Valuation: Big data analytics can help companies value potential targets more accurately, avoiding overpaying for acquisitions.

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M&A Mergers and Acquisitions Financial Modeling Financial Models 59

Sun Acquisitions

MARCH 10, 2025

With that in mind, lets walk through what you need to know, and go beyond the obvious factors to consider some of the more nuanced considerations that can affect your valuation. Sellers need several years of complete tax records and financial statements to accompany any operational metrics that are relevant.

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Food Business Broker Sale 59

Sun Acquisitions

FEBRUARY 21, 2025

We created this guide to help you understand how sellers can achieve the highest possible valuations, entertain the lowest possible levels of risk, and ensure their business succeeds for years to come. A comprehensive review of financial statements going back at least 36 months is needed.

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Manufacturing Business Sale Negotiation 66

Cooley M&A

MARCH 17, 2020

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. at least a year) and that was specific to the target company and not the industry at large.

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