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Daniel Lee Shares His Journey of Becoming an Acquisition Entrepreneur

How2Exit

He explains how his experience in the insurance industry led him to develop an interest in small businesses and eventually purchase Windura. rn rn rn Building a sustainable business that can operate without the owner is a key goal. He spent 15 years in corporate America before deciding to take a new path and become a business owner.

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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

Clean Up the Financials Five years of clear, consistent books build trustno formal audit needed, just detail. Clearly break out expenses (insurance broken out by auto, health; salaries broken out by owner, employee; and so on.) Consistently book expenses to the appropriate line item.

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What is Salvage Value? Explanation and Examples in Finance

Peak Frameworks

Insurance Purposes: For insurance coverage, the salvage value of assets is often considered to determine the appropriate level of insurance needed. Salvage Value Role: Acts as a threshold that depreciation cannot reduce the book value of the asset below.

Finance 52
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9 Things We Learned About the Legal Side Of Acquiring Businesses From Interviewing Joel Ankney - Attorney and Author in the SMB M&A and Commercial Real Estate

How2Exit

Finally, creative insurance products may also be available, but this is an area that requires expert advice and research. Real estate transactions involve the sale of a property, such as a dental office or a single building. This book outlines the steps necessary to achieve success and provides a roadmap to follow.

M&A 130
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Ready to Sell Your HVAC Business?

Sun Acquisitions

Once you’ve done this, you can move on to the next step – organizing your books in preparation for business valuation. Step #2 Organize Your Books and Get a Business Valuation. Before having your HVAC business professionally valued, it’s worth noting that you’ll want to get your books organized.

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Why Membership Is Declining at Regional Tire Dealer Associations

Focus Investment Banking

The new edition of my book, “ Buy, Build, Fix, Sell: Mergers & Acquisitions for Tire & Service Dealers ,” is out and available for sale at Amazon.com. I was a little surprised to discover that the years since my last book tour have not been kind to regional tire dealer associations.

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Is an MBA Worth It? The Top 3 Reasons to Do the Degree

Mergers and Inquisitions

OK Reasons” to Do It 1) You Get Forced Out of Your Company But Want to Remain in the Industry 2) You Need to Gain Credibility or Build a Wider Network 3) You May Not “Need” an MBA to Change Careers, But It Could Improve Your Odds Is an MBA Worth It? (or Make a Major Geographic Switch) Is an MBA Worth It? “OK

IT 59