Book-building Insurance Profitability 
Focus Investment Banking
MARCH 10, 2025
Shifting focus to profitable, reliable customers strengthens cash flowwhat buyers ultimately value. 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.)
Peak Frameworks
MAY 8, 2024
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.
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Sun Acquisitions
NOVEMBER 29, 2022
Whatever your motivation for selling, we’re sure you want a seamless transition in which you walk away with a decent profit from the sale. Future profit margins. Once you’ve done this, you can move on to the next step – organizing your books in preparation for business valuation. Client base. Annual Maintenance contracts.
How2Exit
MAY 29, 2023
Concept 2: Build Value, Don't Own a Job The phrase “build value, don’t own a job” is an important concept for business owners to understand. To achieve success, business owners must focus on building value in their business. Finally, business owners need to make sure that their business is marketable.
Focus Investment Banking
JULY 10, 2023
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.
IBG
SEPTEMBER 11, 2024
Recasting Your Financials From the buyer’s point of view, your business’s market value is greatly influenced by their profit expectations under their ownership. The emphasis here is on profit “add-backs” – i.e., discretionary or peculiar expenditures that can be added back to the profits of the business.
Mergers and Inquisitions
SEPTEMBER 25, 2024
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
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