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

MAY 20, 2024

rn Today's Guest Host: rn David Green is a seasoned investor and entrepreneur dedicated to helping business owners scale and sell profitable companies. 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.

M&A 130

M&A Mergers and Acquisitions Book-building Business 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. This will give potential buyers a better understanding of the true profitability of the business and help them make an informed decision.

Business 130

Business Accountant Book-building Negotiation 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

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

FEBRUARY 23, 2023

Buying an existing business can provide an entrepreneur with a customer base, a proven business model, existing infrastructure, immediate revenue and profits, and experienced employees. An existing business may also be generating revenue and profits, which can provide a source of income and a return on investment.

Business 130

Business Negotiation DCF Acquisitions 130

How2Exit

AUGUST 22, 2023

It requires thorough due diligence, negotiations, and building relationships with sellers. Networking and relationships: Building relationships with business owners looking to exit is crucial in the acquisition process. This highlights the importance of patience and perseverance in the acquisition process.

Financial Analysis 130

Financial Analysis Acquisitions Business Investment 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

How2Exit

AUGUST 27, 2023

He focuses on being a "master of special projects," stepping in to handle accounting, finance, M&A, and other high-level tasks that are not necessary for the day-to-day operations of the businesses. rn When asked about the profitability of the sale, Sam acknowledges that they did make a profit.

Business 130

Business Acquisitions Funds Shares 130

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

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

Razorpay

DECEMBER 5, 2023

In the world of payment gateways, maximizing profit boils down to time and money. In essence, Razorpay Optimizer is the key to unlocking a more profitable and streamlined payment gateway experience for merchants. Book a demo! While using one payment gateway may seem like a money-saving choice, it’s risky.

Book-building 52

Book-building Profitability Accountant IT 52

Growth Business

SEPTEMBER 21, 2023

Whether it’s a network for supply chains, outsourcing, regulation or scaling, you’ll have to build a thick book of contacts you can call on to help founders when the time comes. Build expertise in a certain area Pitching isn’t just a one-way street in the world of VC. This can be from banking, economics or investment.

Capital 52

Capital Book-building Investment Portfolio 52

TM Capital

AUGUST 8, 2024

Reflecting on her impressive career, Fitt shared candid anecdotes, hard-won lessons and actionable advice on forging a fulfilling career, taking risks, building resilience, developing mentor networks and supporting other women. Initially resistant, she took the plunge and discovered a passion for finance and business.

Book-building 52

Book-building Financial Services Finance Finance 52

How2Exit

AUGUST 28, 2023

He has a background in finance and investment banking and started his own business before launching DueDilio. Initially starting his career in traditional finance as an investment analyst, Beylin eventually ventured into entrepreneurship, selling alternative data to hedge funds.

Mergers and Acquisitions 130

Mergers and Acquisitions M&A Business Acquisitions 130

Growth Business

AUGUST 3, 2023

Pre-seed funding is there to build the foundations of your business before you move on to your subsequent funding rounds. It can give you a boost to develop early-stage versions of your product and/or build your team, as well as giving you some steer with the strategy in your firm’s infancy. “I How long will it take?

Funds 52

Funds Investors Investment Business 52

The TRADE

OCTOBER 18, 2024

Bigger and better Just five years ago when JP Morgan surpassed $500 billion in prime brokerage balances, the bank’s head of global head of prime finance, Jonathan Cossey, quipped: “Next stop, one trillion!”. They need a financing platform to support all of that. They are now trading in all these other asset classes.

Funds 69

Funds Broker Bank Banking 69

How2Exit

JUNE 26, 2023

They handle the tire kickers, filter out those who are wasting time, and identify potential buyers who have the financing to buy the business. This can involve delegating tasks to others, building a strong team, and focusing on other aspects of one's life outside of work.

Business 130

Business Sale Broker Mergers and Acquisitions 130

Razorpay

OCTOBER 26, 2023

Ayush Bansal, the Vice President and General Manager of Razorpay Capital and RazorpayX, is a true visionary in the field of finance. We’ll delve into the critical aspects of business cash flow management and gain insights that could be game-changers for SMEs seeking to navigate the turbulent waters of finance. His mission?

Business 52

Business Management IT Bank 52

Focus Investment Banking

OCTOBER 30, 2023

Lower margins, in many cases, make these businesses unattractive to all but a small handful of financial investors like private equity groups, who look to invest, build a company up and then often sell to a larger private equity group. There is no minimum revenue size or level of profitability Beard has in mind for an ESOP. “I

Debt 52

Debt Retail Business Private Equity 52

The TRADE

OCTOBER 9, 2024

Having a cohesive team globally has proved an increasingly essential tool for institutions in light of the ongoing globalisation of finance and the turbulence caused by market events in the last few years. For him, it is the correlation between real world events and the markets that drew him to his role in finance in the first place.

Trading 59

Trading Bulge Bracket Asset Management Bank 59

Devensoft

AUGUST 22, 2023

By considering all relevant financial factors, the Enterprise Value Calculator allows you to gauge a company’s ability to generate future cash flows and assess its potential for growth and profitability. 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

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

AUGUST 14, 2023

The team may include employees from various departments, such as human resources, finance, operations, and IT. Communication also helps to build trust and confidence among stakeholders. The IMO is responsible for developing integration plans, timelines, and budgets, as well as identifying and managing risks.

M&A 52

M&A Mergers and Acquisitions Management Mergers 52

Devensoft

JUNE 13, 2023

This includes evaluating factors such as revenue, profitability, cash flow, and operational efficiency. Legal advisors can also help draft and negotiate legal documents, such as asset purchase agreements and non-disclosure agreements, while financial advisors can provide insights on valuation and deal financing.

M&A 52

M&A Mergers Mergers and Acquisitions Management 52

Devensoft

AUGUST 24, 2023

Financial Synergy : Financial synergy involves leveraging combined financial resources, such as capital, cash flow, or risk management capabilities, to achieve cost savings, maximize profitability, and enhance investment opportunities. Address concerns and gather feedback to enhance the integration strategy and build support.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

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

Sun Acquisitions

OCTOBER 5, 2022

Every business owner markets their business as a successful and profitable venture. If the business is indeed in trouble, it’s key that you first attempt to raise its profile by boosting sales, building a stronger client base, and accruing regular revenue. Internal Profit & Loss Statements. Timing is everything.

Business 52

Business Broker Valuation Sale 52

Focus Investment Banking

MAY 23, 2024

Drilling down into specifics, 19% of the deals died because the transaction couldn’t get financed; 17% died because the quality of earnings report, which is typically funded by the buyer, came back with substantially lower EBITDA; and 12.8% If, as things progress, they start to see softness in your sales and profits, that will scare them.

Business 52

Business Book-building Sale Profitability 52

Focus Investment Banking

JANUARY 27, 2025

He’s, in my opinion, one of the best operators in the industry, and today he will share insights into scaling a business, building a winning culture, and navigating the sale of a rapidly growing MSO. And then I think just building, again, the stores were phenomenal, but building a corporate probably before I need it.

M&A 52

M&A IT Book-building Business 52

How2Exit

MARCH 17, 2025

With a background in real estate and finance, he now specializes in helping aspiring entrepreneurs secure funding and find the right business or franchise to acquire. His latest project is his book Paycheck to Freedom , co-authored with Tom Wheelwright, aimed at guiding people from employment to business ownership.

Business 130

Business Finance Finance Private Equity 130

How2Exit

NOVEMBER 11, 2024

With a robust background including engineering and military service, Adam Coffey is known for his buy-and-build expertise, having acquired 58 companies. The episode delves into the nuances of private equity, with Adam Coffey drawing from his vast experience to shed light on strategic buy-and-build tactics that have defined his career.

Private Equity 130

Private Equity Equities Business Book-building 130

Razorpay

APRIL 10, 2025

NPCI is a non-profit organisation that facilitates digital payments and settlements in India. Booking tickets Set up automatic payments for Airline, train or bus ticket booking. With a few simple steps, you are all set to make wise choices with your finances. No constant payment reminders to your customers 2.

IT 76

IT Insurance Bank Banking 76

Focus Investment Banking

FEBRUARY 17, 2025

So you know in that paradigm, right, it’s not something I think you can ignore as a shop owner because you don’t want to be outsourcing something like that, which does have the opportunity to be a significant profit Center for shops on every repair order. Sam Pradesh: Yeah.

IT 52

IT M&A Education Profitability 52