How2Exit

MARCH 18, 2023

With fifteen years of experience starting, growing, buying, and selling businesses, Jeanette is passionate about building value in a business through innovation and empowering people. She worked hard and the business quickly grew to the point where she was able to put a CEO in place and focus on learning how to build businesses.

M&A 130

M&A Profitability Business Book-building 130

How2Exit

JULY 23, 2023

57:31) Listen Here The Story of The Episode-The Art of Mergers and Acquisitions: Insights from John Carvalho In this article, we delve into the world of mergers and acquisitions with John Carvalho, President of Stone Oak Capital and co-founder of Divestopedia. Buyers should make fair offers and be proactive in their acquisition strategies. (57:31)

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

How2Exit

MARCH 15, 2023

This pushed him to become a business broker himself, so he could treat clients better and build a better brokerage. He had to read books, do research, and figure out how to make it work. Without it, you will be unable to make informed decisions and you will be unable to capitalize on opportunities.

Broker 130

Broker Business Book-building IT 130

How2Exit

DECEMBER 11, 2023

He discusses the unique approach and methodologies of Peterson Acquisitions, including their focus on effective sell-side brokerage, buy-side advisory, education, and capital investment. Devin emphasizes the importance of building rapport with sellers and the value of education in the acquisition process.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

Accenture Capital Markets

SEPTEMBER 5, 2023

Develop a scalable trade-eligibility model that not only meets your regulatory requirements, but also supports your firm’s booking model strategy. Aim for standardized terms and templates , where possible, when negotiating CSAs and collateral schedules with your counterparties that reflect the new obligations. Where are we now?

Book-building 52

Book-building Management Financial Institution Utilities 52

Razorpay

JUNE 16, 2023

Consumers heavily rely on digital channels to plan and book their travel experiences. Paying vendors for travel booking prior to full payment Travel companies often need to make advance payments to vendors or service providers for bookings, reservations, and other related expenses.

Book-building 52

Book-building Business Management Funds 52

How2Exit

APRIL 24, 2023

Through his experience, Eric has learned the mechanics of buying and selling businesses, especially in the venture capital space. Buying and selling businesses online can be a great way to increase capital and expand a business. It is important to build relationships with other people in the industry.

M&A 130

M&A Business Broker Sale 130

iMerge Advisors

APRIL 14, 2025

Although the company had clean books and a strong recurring revenue base, the buyer required a third-party Quality of Earnings (QoE) report to validate EBITDA adjustments and revenue recognition policies delaying the deal by six weeks. Capitalization Table and Option Schedules Cap tables are often outdated or incomplete.

Sale 40

Sale M&A Valuation Private Equity 40

IBG

SEPTEMBER 11, 2024

To show your company’s true earnings and book value, we will faithfully recast your financial statements, with an emphasis on removing personal and other non-business expenses that a buyer would not incur. Strengthen your ratios: working capital, debt-to-equity, “quick,” price-to-earnings, return on equity, etc.

Sale 52

Sale Business Financial Statement Profitability 52

How2Exit

SEPTEMBER 4, 2023

rn Overall, Richard Parker's insights provide aspiring entrepreneurs with a comprehensive understanding of the key factors to consider when buying a business, including the importance of knowledge acquisition, due diligence, and building strong relationships with sellers. rn Don't expect the perfect business; it doesn't exist.

Business 130

Business Mergers and Acquisitions Education Broker 130

Razorpay

NOVEMBER 30, 2023

Embracing digital transformation, fostering customer-centricity, fortifying cybersecurity, and capitalizing on strategic partnerships are essential steps for NBFCs to emerge as leaders in the evolving financial landscape. They want it to be quick and convenient, like shopping online or booking a hotel.

Accountant 52

Accountant Book-building Business Financial Services 52

Razorpay

SEPTEMBER 19, 2024

software, e-books, music) Physical goods from online retailers Pre-orders for upcoming product releases 2. Receiving a portion of the payment before starting work helps maintain sufficient working capital to cover initial expenses. An example is a booking fee charged by event organizers before the event takes place.

Book-building 52

Book-building Consulting Business Funds 52

Devensoft

AUGUST 22, 2023

Properly valuing a company involved in an M&A transaction allows stakeholders to make informed decisions and negotiate effectively. These tools enable professionals to build detailed valuation models that consider various factors influencing a company’s value.

Valuation 52

Valuation M&A Utilities Mergers and Acquisitions 52

The TRADE

OCTOBER 26, 2023

It’s not building up over weeks and weeks. Also falling under the team’s developed markets umbrella is the convertible bonds book of business. Trading emerging markets credit for the sell-side is more capital intensive and requires more balance sheet usage. We have to act quickly on them.

Trading 98

Trading Asset Management Management Electronics 98

Devensoft

AUGUST 24, 2023

Efficiency Amplification : With full control over integration, businesses can fine-tune processes, optimize resource allocation, and capitalize on synergies more effectively. By leveraging internal expertise, organizations can swiftly capitalize on combined strengths, generating tangible value sooner.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

GillAgency

FEBRUARY 10, 2022

Build a winning team It is a common practice for business owners to keep the sale process hushed and try to do it alone. So, you need to start by building an exit team. 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.

Business 52

Business Sale Broker IT 52

Devensoft

JUNE 13, 2023

By identifying these risks and opportunities, the integration manager can develop a plan to mitigate risks and capitalize on opportunities to ensure a successful outcome. This can help build trust and maintain support for the transaction among key stakeholders.

M&A 52

M&A Mergers Mergers and Acquisitions Management 52

How2Exit

OCTOBER 7, 2024

Meanwhile, the Income Approach involves evaluating a company’s cash flow against perceived risks, utilizing methods like capitalization of earnings and discounted cash flow models. In the broader context, businesses must ensure their books are not just insightful but also transparent.

Business 130

Business Mergers and Acquisitions Valuation Acquisitions 130

Sun Acquisitions

JANUARY 8, 2025

Standard marketing steps include developing a compelling pitch book or confidential information memorandum that highlights your businesss strengths, qualifying potential buyers to ensure theyre serious and sufficiently capitalized and handling all inquiries and negotiations discreetly. The terms of the deal are also critical.

Business 105

Business IT Sale Valuation 105