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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. Optimize Working Capital (One Year Ahead) What It Is: Net Working Capital (NWC) is Current assets minus current liabilities (A/R + Inventory A/P + Accrued Expenses), excluding cash, which you keep (in a typical cash-free, debt-free transaction).

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Why Accurate Financials are Key to Success in Buying, Selling, and Valuing Businesses

How2Exit

E247: Why Accurate Financials are Key to Success in Buying, Selling, and Valuing Businesses - Watch Here About the Guest(s): Ryan Hutchins is an accomplished entrepreneur and expert in the field of mergers and acquisitions. In the broader context, businesses must ensure their books are not just insightful but also transparent.

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Top 10 Value Drivers for Managed Service Providers MSPs

How2Exit

As the founder/owner of a Managed Services Provider (MSP), it’s important to know the value drivers that should inspire your business strategies -- whether you plan to sell today or in the future. It’s the best starting point toward achieving an optimal net profit. billion (USD) in 2020.

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M&A Blog #16 – valuation (Discounted Cash Flow)

Francine Way

As I mentioned in my last post, Discounted Cash Flow (DCF) is a valuation method that uses free cash flow projections, a discount rate, and a growth rate to find the present value estimate of a potential investment. Build proforma income statement and balance sheet. Derive Free Cash Flow to Firm (FCFF).

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Commodity Hedge Funds: The Most Lucrative “Hidden Gem” in Finance?

Mergers and Inquisitions

As the delivery date approaches, the underlying commodity’s price and its futures price converge. You must also consolidate information from various sources and present it effectively to build relationships and execute deals. As a Trader, you might get another base salary bump and a small percentage of your P&L.

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Investing in Enterprise AI Startups: Why I’m Skeptical and Staying Away

Mergers and Inquisitions

Then there was the Goldman Sachs AI report , which took a measured tone and presented both sides of the debate. billion in annualized Generative AI bookings vs. OpenAI’s annualized recurring revenue of $3.4 But doubts have also emerged about the business model, signaled by Sequoia’s release of its “$600 billion question” analysis (i.e.,

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Metals & Mining Investment Banking: The Full Guide to Ground Zero for the Energy Transition

Mergers and Inquisitions

The metals & mining team’s classification varies based on the bank. On the producer side, you can see how much they spend to build new plants, factories, and processing centers. Sometimes, it’s in the broad “Natural Resources” group, but it could also be in Industrials , Renewables, or even Power & Utilities.