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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

Know the timeline After a sale, buyers often expect you to stay on for one to two years as an employee or consultant. Missing this detail could complicate or kill the deal, delay your plans, or reduce the sale price. Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. This derisks the org.

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Business Sale: Prepare to Show Your Financials

IBG

In most business sales, the purchase price is largely based on some multiple of the subject company’s net revenues and adjusted earning capacity. This article describes the financial information that buyers are likely to request and how you can be ready to provide it.

Sale 52
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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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12 Concepts We Can Learn About Creating Value From How2Exit's Interview W/ Mike Mausteller

How2Exit

He says that companies should focus on creating value, which starts with sales. 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.

Business 130
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Ready to Sell Your HVAC Business?

Sun Acquisitions

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. 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.

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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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Tech unicorns UK – complete guide to the billion-dollar club

Growth Business

Insurance Bio: Howden Group Holdings is the largest European insurance intermediary group in the world, managing premiums of more than £10bn. Employees make up its largest shareholder group and in March 2022, the group acquired Italy’s largest insurance broker, Assiteca. #8 8 – Monzo Value: $4.5bn Founded: 2015 What do they do?