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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. If notcommon in smaller businessesstart these gradual shifts: Share customer and vendor relationships with key employees. Clean Up the Financials Five years of clear, consistent books build trustno formal audit needed, just detail.

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Diving Deep into SME Acquisitions: Essential Insights, Strategies, and Success Secrets

How2Exit

E241: Diving Deep into SME Acquisitions: Essential Insights, Strategies, and Success Secrets - Watch Here About the Guest(s): Danny O'Neill : Danny O'Neill is a seasoned entrepreneur with a rich background in sales and marketing. They didn't have a debtor book.

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11 Concepts You and I Can Learn About the Market & Selling a Small Business From How2Exit's Interview With Joe Valley Author and Certified M&A Pro

How2Exit

Joe has written a best-selling book, The Ex-Entrepreneur's Playbook, to help online business owners get the maximum value and the best deal structure when they seek their own incredible exit. When it comes to financials, having accurate and up-to-date books is essential. Transferability is also key. Transferability is also key.

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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. The ability to grow quality revenue streams demonstrates ownership of customer, defensible position, and meaningful wallet share.

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Monetizing Analytics Features: Why Data Visualizations Will Never Be Enough

Think your customers will pay more for data visualizations in your application? Five years ago they may have. But today, dashboards and visualizations have become table stakes. Discover which features will differentiate your application and maximize the ROI of your embedded analytics. Brought to you by Logi Analytics.

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

Francine Way

Build proforma income statement and balance sheet. Calculate the Equity Value and the per-share Equity Value - this number would serve as the base case share price valuation. Add back / remove the extraordinary, unusual, non-recurring items to historical income statement to normalize the statement.

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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.