Remove Books Remove Profitability Remove S&P
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Selling an Insurance Agency Book of Business

Sica Fletcher

The following article details the process of selling an insurance agency book of business in 2024, including deviations from the process of selling an agency, the valuation process, and common payout structures. Why Sell Just the Book? Selling an insurance agency book of business has a few advantages over selling the agency in total.

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Methods and Examples on How to Value a Company

Lake Country Advisors

Accurate and appropriate valuation is one of the pillars of maximizing the profits from a business sale. It’s integral to ensuring that the sale benefits all stakeholders and should be one of your priorities before advertising it to potential buyers. Example Scenario: Suppose you want to value a technology company, TechCo.

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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. 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.

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

Mergers and Inquisitions

Commodity Hedge Fund Definition: A commodity hedge fund buys and sells futures contracts and other derivatives based on mining, energy, power, and agricultural products and earns profits via fundamental and technical analysis; the trading may be systematic, discretionary, or both. If you deliver 5,000 bushels, that’s a profit of $5,000.

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M&A Blog #24 - Merger Relative Valuation

Francine Way

A discussion of the target’s financials typically starts with the P/L or Income Statement, followed by the Balance Sheet, and then the Cash Flow Statement. In discussing the P/L, I typically comment on: Revenue - by lines of business, whether they appear to be gross or net, and if there is any meaningful customer concentration.

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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. And profitability in M&A is super important." They didn't have a debtor book.

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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.