How2Exit

OCTOBER 9, 2023

She has written several books, including "Small Business Marketing Kit for Dummies," "Branding for Dummies," and "Business Plans Kit for Dummies." rn Getting a business ready for sale involves building a strong team, getting finances off the owner's shoulders, and ensuring clients are comfortable working with someone other than the owner.

Sale 130

Sale Business Shares Book-building 130

How2Exit

APRIL 22, 2024

b' E206: Walker's Acquisition Advantage: Buy Smarter, Win Bigger with Proven Buy Then Build Strategy - Watch Here rn rn About the Guest(s): rn Walker Deibel is an influential figure in the field of mergers and acquisitions, renowned for his bestselling book "Buy Then Build."

Acquisitions 130

Acquisitions Mergers and Acquisitions Book-building Business 130

How2Exit

MAY 22, 2023

Walker Diebold, bestselling author of “Buy Then Build: How to Acquisitions Entrepreneurs Outsmart the Startup Game,” experienced the stock market firsthand as a stockbroker and learned valuable lessons from his experiences. In 2018, Walker released his book “By Then Build” which was inspired by this idea.

Business 130

Business Book-building Acquisitions Investment 130

Peak Frameworks

MAY 8, 2024

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. Understanding its importance is essential for finance professionals across different sectors. What is Salvage Value?

Finance 52

Finance Finance Book-building Accountant 52

How2Exit

MARCH 14, 2023

She noted that social media had been a “lightning rod of just awareness” Brown also recommended the book “The 80/20 Principle” by Richard Koch, which she said is “phenomenal” and has “clear lessons” that can help entrepreneurs. Concept 7: Organize Finances Before Selling.

Business 130

Business Investors Book-building Acquisitions 130

How2Exit

FEBRUARY 5, 2024

b' E184: Chandler Reed On His Journey as an Entrepreneur and the Success of His Green Energy Business - Watch Here rn rn About the Guest(s): rn Chandler Reed is a finance and real estate professional based in Tampa, Florida. It involves understanding financials, making informed decisions, and planning for the future.

Business 130

Business Book-building Acquisitions Profitability 130

Francine Way

JULY 17, 2017

The major steps of LBO are: Building the Sources and Uses tables. Building a proforma balance sheet. Building a historical 3-statement model and a debt-interest schedule. Building the go-forward 3-statement model. Building the go-forward debt-interest schedule. Modeling the future exit.

Valuation 130

Valuation M&A Debt Book-building 130

How2Exit

AUGUST 1, 2023

rn rn rn Building a sustainable business that can operate without the owner is a key goal. rn Finding a New Path rn Daniel Lee spent 15 years building his career in corporate America before deciding to take a new path and become an acquisition entrepreneur.

Acquisitions 130

Acquisitions Shares Book-building Business 130

How2Exit

MAY 20, 2024

rn Key Takeaways: rn rn rn The transition from corporate to Main Street M&A involves a significant emphasis on seller psychology and building rapport with business owners. rn rn rn A novel way of teaching M&A is through storytelling, which Carl explores through his upcoming book that fuses technique and narrative.

M&A 130

M&A Mergers and Acquisitions Book-building Business 130

Global Banking & Finance

DECEMBER 4, 2024

million shares in Indus Towers through an accelerated book build offering. (Reuters) -Vodafone Group will sell its remaining 3% stake in Indian telecom infrastructure developer Indus Towers, the British telecom group said on Wednesday. The British firm said it has launched a placing of its remaining 79.2

Book-building 52

Book-building Shares IT Business 52

OfficeHours

FEBRUARY 9, 2024

The Lateral Process The biggest piece of advice I have for current banking analysts looking to lateral is to actively build your network. You have to start from the bottom again and build a solid reputation, even if you had been viewed as a “top-bucket” at the prior firm, which can be challenging.

Private Equity 173

Private Equity Recruitment Banking Bank 173

How2Exit

OCTOBER 15, 2023

rn Building relationships and networking are crucial in the acquisition space. rn The Origin Story rn David's journey began in college, where he initially pursued a degree in finance and investment banking. This mentorship was instrumental in David's ability to close deals and build his own portfolio of businesses.

Business 130

Business Mergers and Acquisitions Media Book-building 130

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

He emphasizes the need to avoid spreading oneself too thin and instead concentrate on building expertise in a specific area. This approach builds trust and fosters a positive relationship between the buyer and seller, increasing the likelihood of a successful transaction.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

How2Exit

JUNE 20, 2023

Mentor Nick Bradley Nick Doesn't Tweet Nick Bradley @TheNickBradley Nick Bradley is a world-renowned author, speaker, and business growth expert, who works with entrepreneurs, business leaders, and investors to build, scale and sell high-value companies. E39 Bruce Marks @sbabmarks Bruce Marks NO Youtube Financed over 1200 SBA Loans.

M&A 130

M&A Media Mergers and Acquisitions Private Equity 130

H. Friedman Search

MARCH 16, 2023

I have had candidates also build a team around the final decision, not just a spouse or significant other. You can find our listing in the “supplier and services” section of the Red Book under the title of “executive recruiting.” Managers are putting together teams of people to help introduce the firm to the desired candidate.

Recruitment 130

Recruitment Management Book-building Shares 130

How2Exit

APRIL 2, 2024

b' E201: Trading Treadmills for Acquisitions: Reid Tileston's Journey to Entrepreneurial Success - Watch Here rn rn About the Guest(s): rn Reid Tileston, a seasoned professional with a fascinating background in finance and a passion for fitness, shared his journey on the How2Exit Podcast. at Case Western Reserve University.

Acquisitions 130

Acquisitions Trading Mergers and Acquisitions M&A 130

How2Exit

DECEMBER 18, 2023

He discovered the concept of leveraged buyouts and realized that he could buy an existing business and use bank financing to fund the acquisition. rn The importance of deal sourcing and building a network of business brokers and investment bankers. rn The role of independent sponsors in structuring deals and attracting capital.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions M&A 130

How2Exit

MARCH 21, 2023

Additionally, it is important to ensure that any personal expenses are removed from the books before the business is put up for sale. Additionally, it is important to have the books in order before putting the business up for sale. This includes removing any personal expenses, such as vehicle leases and phone bills, from the books.

Business 130

Business Accountant Book-building Negotiation 130

Peak Frameworks

MAY 17, 2023

Visual Basic for Applications (VBA) is a powerful programming language that can elevate your skills as a finance professional. In this blog article, we will explore the basics of VBA for Excel, its importance in the finance industry, and how mastering VBA can help you stay ahead in your career.

Financial Models 52

Financial Models Financial Modeling Finance Finance 52

How2Exit

MAY 2, 2023

This is the amount of debt that a business can take on in order to finance an acquisition. When interest rates increase, banks are less likely to provide financing as the debt servicing ratio becomes more difficult to meet. This will help to build trust between the employees and the new owner.

Sale 130

Sale Business Book-building IT 130

How2Exit

APRIL 25, 2023

He was able to build a supportive network of fellow entrepreneurs and venture capitalists who provided him with the resources he needed to succeed. This has drastically lowered the cost of building technology and has changed the “buy versus build” dynamic. As a result, tech valuations are becoming more balanced.

Business 130

Business Book-building Mergers and Acquisitions Valuation 130

Mergers and Inquisitions

JANUARY 22, 2025

At the junior levels , entry-level professionals in both fields spend a lot of time in Excel working on models, valuations, and documents such as equity research reports and investment banking pitch books. and areas like corporate finance or strategy at normal companies. public markets roles ( hedge funds , asset management , etc.),

Investment Banking 64

Investment Banking Equities Bank Banking 64

Razorpay

FEBRUARY 19, 2025

Yet, finance teams across India are still buried under piles of invoices, chasing approvals on WhatsApp and manually reconciling payments when they could focus on what truly moves the needle. The Distance Weve Covered So Far: The Year In Review: Last year, we set out to change how finance teams in India handle their accounts payable.

Management 40

Management Finance Finance Accountant 40

How2Exit

OCTOBER 7, 2024

With a background in finance and accounting from his time at Deloitte, Ryan has built his expertise in business valuation. With extensive experience in the field, Ryan shares his remarkable journey from a corporate finance role to becoming the owner of multiple thriving businesses across various industries.

Business 130

Business Mergers and Acquisitions Valuation Acquisitions 130

Razorpay

JUNE 10, 2023

It offers insight into the finances of a business. Every single financial transaction made for or by the company is recorded in various books of accounts, starting with the Journal. Financial statements are prone to mistakes, and these mistakes can be very costly since most companies are required to disclose their finances publically.

Accountant 52

Accountant Book-building Financial Statement Financial Transaction 52

How2Exit

MARCH 27, 2023

He was also able to draw on his experience and the experiences of his colleagues to help guide Mert Deshery, his co-author of the book Exit Right, through the exit process. It is an effective way to get the capital needed to grow and expand without relying on venture capital or other forms of external financing.

Business 130

Business Investment Capital IT 130

The TRADE

OCTOBER 4, 2023

With regard to our buy-side clients, and especially newer or smaller funds, time and again we hear their need to shadow their fund admins or manage their own books and records. The Messer financing engine fit smoothly into LBX’s services-based architecture, enabling a seamless integration.

Portfolio Management 59

Portfolio Management Architecture Portfolio Accountant 59

Mergers and Inquisitions

SEPTEMBER 25, 2024

Good Reasons to Do It 1) You Want to Make a Big Career Change, Especially into Finance or Consulting 2) The MBA Degree is Required at Your Company or is a Promotion Prerequisite 3) You Need to Get Work Permission in the U.S. (or no pre-MBA finance experience to private equity ). or Make a Major Geographic Switch) Is an MBA Worth It? “OK

IT 59

IT Private Equity Finance Finance 59

How2Exit

MARCH 22, 2023

His advice is to start small and build up to bigger returns. This way, entrepreneurs can build up their resources and make sure they have the financial security they need before jumping into bigger deals. By starting small and building up to bigger returns, entrepreneurs can get the experience they need to succeed in the long run.

Business 130

Business M&A Mergers and Acquisitions Book-building 130

Mergers and Inquisitions

APRIL 24, 2024

These pre-MBA programs are the most prominent in consulting , finance, and technology , which makes sense since most MBA students target these industries. We’ll return to this point later, but in finance, it’s more common to do a pre-MBA internship at a small VC/PE firm or boutique bank rather than a bulge bracket bank.

IT 59

IT Investment Banking Recruitment Finance 59

How2Exit

FEBRUARY 23, 2023

You must be willing to explore different sources for deals, build relationships within your industry or niche, and reach out directly to business owners. Empathy involves understanding the other party’s perspective, building rapport, and using effective communication. Using effective communication is also important.

Business 130

Business Negotiation DCF Acquisitions 130

The TRADE

JANUARY 16, 2024

Adam Farkas, chief executive of AFME made clear that today’s vote by the European Parliament, though welcome, lacks ambition, asserting: “As the 2019-2024 EU legislative cycle concludes, new and pressing challenges have emerged including strained public finances, demographic shifts and an estimated annual transition investment of EUR 700 billion.

Capital Market 69

Capital Market Equities Book-building Trading 69

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

Wizenius

JULY 18, 2023

5) Financial Modelling: Practice building financial models to sharpen your skills. 6) Concepts: Expand your knowledge by delving into must-read books for investment banking analysts such as "Investment Banking" by Joshua Rosenbaum and Pearl, "Security Analysis," and "Corporate Finance" by Aswath Damodaran.

Investment Banking Analyst 52

Investment Banking Analyst Investment Banking Bank Banking 52

Mergers and Inquisitions

JUNE 5, 2024

It’s arguably the most difficult “front office to front office” transition within finance, so you should probably start by considering why you want to make this switch: Table Of Contents Why Switch from Wealth Management to Investment Banking? The bad news is that it may be extremely difficult to near impossible unless you get a top MBA.

Investment Banking 59

Investment Banking Management Bank Banking 59

How2Exit

DECEMBER 11, 2023

Devin emphasizes the importance of building rapport with sellers and the value of education in the acquisition process. Peterson Acquisitions provides comprehensive education and resources for both buyers and sellers, including tools, books, and a unique methodology called QSI (Quality, Scalability, and Investability).

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130