Lake Country Advisors

AUGUST 8, 2024

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.

Valuation 97

Valuation Discounted Cash Flow S&P DCF Analysis 97

Focus Investment Banking

MARCH 10, 2025

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.

Investment 52

Investment Book-building Sale Business 52

Sun Acquisitions

NOVEMBER 17, 2023

Valuation is the process of determining the worth of a business, and it plays a pivotal role in M&A transactions. Why Market Value Matters in M&A Valuation is the cornerstone of any M&A transaction. Financial Due Diligence: Valuation helps in conducting comprehensive financial due diligence.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation M&A Mergers 59

How2Exit

MARCH 23, 2023

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. It is also important to have an accurate valuation of the business and to be aware of any liabilities or assets that could affect the sale.

M&A 130

M&A Business Book-building Sale 130

Wall Street Mojo

JANUARY 18, 2024

It may also be stated as a statement of the total debit and credit balances extracted from the various accounts in the ledger to examine the mathematical exactness of the books. At the end of every accounting period the accounting books are to be closed and preparing the trial balance is the first step towards it.

Accountant 98

Accountant Book-building Financial Statement Financial Models 98

Viking Mergers & Acquisitions

APRIL 24, 2023

The First Thing to Do Before Trying to Sell The first task for every owner is to establish a baseline valuation. The valuation will not only show an owner if the value is where they need or want it yet but also shed light on opportunities for improvement and possible threats to a successful sale. The risk is just too high.

Business 97

Business Valuation Mergers and Acquisitions Sale 97

Viking Mergers & Acquisitions

MAY 18, 2023

Know the Virtual Landscape E-commerce is a rapidly expanding way to do business, with over one-fifth of worldwide sales estimated to take place online in 2023. A professional valuation will provide vital insight into where your business fits in the broader industry and global e-commerce market.

Business 85

Business Mergers and Acquisitions Broker M&A 85

Focus Investment Banking

OCTOBER 7, 2024

Whether you are a transactions pro, a service provider tangentially involved in transactions, or a student thinking of becoming an investment banker, this book will provide the insights and knowledge that will help you become successful. Where can you buy it?

Mergers 52

Mergers Acquisitions Mergers and Acquisitions M&A 52

How2Exit

JULY 29, 2024

She's recently penned a book, "Get Acquired," which outlines actionable steps for owners to sell their own companies. Key Takeaways: Demystifying the Art of Selling Businesses : Christine's book "Get Acquired" serves as a comprehensive guide for small business owners looking to sell.

Business 130

Business Negotiation Book-building Shares 130

How2Exit

MARCH 14, 2023

She noted that social media had been a “lightning rod of just awareness” Brown also recommended the book “The 80/20 Principle” by Richard Koch, which she said is “phenomenal” and has “clear lessons” that can help entrepreneurs. Success does leave clues.

Business 130

Business Investors Book-building Acquisitions 130

How2Exit

MAY 2, 2023

Concept 4: Culture Is Key To Retention One important factor to consider when planning for a business sale is employee retention. No matter the size or scope of a business, employee retention is key to a successful sale. This is because employees are the lifeblood of a business and if they are not retained, the sale could be a failure.

Sale 130

Sale Business Book-building IT 130

PCO M&A Specialists

MARCH 8, 2021

First Andrew and Dan discuss the three critical financial KPIs critical to maximizing a sale and how each KPI is defined calculated and optimized: 1. How EBITDA is calculated and steps you can take to ensure you get the best results possible 2.

Valuation 40

Valuation Business M&A Consulting 40

How2Exit

MAY 20, 2024

As the conversation unfolds, Carl candidly reveals the nuances that distinguish corporate deal-making from Main Street business sales, emphasizing the critical role of rapport and seller psychology. Wealth managers are not trained in the art of business valuation." rn rn rn "My wealth managers valued my business.

M&A 130

M&A Mergers and Acquisitions Book-building Business 130

How2Exit

APRIL 24, 2023

By providing an estimated valuation range, educational resources, and access to small business coaches, business owners can get a better understanding of the process and can make informed decisions. Additionally, business owners can book follow-up sessions with small business attorneys to ensure that their documents are properly prepared.

M&A 130

M&A Business Broker Sale 130

iMerge Advisors

APRIL 14, 2025

What You Might Be Overlooking Before a Sale As a founder preparing for a potential exit, one of the most common and consequential questions youll face is: Do we need audited financials or GAAP-compliant statements before going to market? A well-documented EBITDA bridge can materially impact valuation.

Sale 40

Sale M&A Valuation Private Equity 40

How2Exit

MARCH 2, 2023

Inspiration can come from many sources, such as books, podcasts, and videos. Reading books on the subject, such as Build a Business You Can Sell: Make the Most Money Now and When You Sell, can be a great way to learn more about the industry and stay inspired. This allows you to reach a larger audience and increase your sales.

Business 130

Business Book-building Sale IT 130

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. billion valuation by 2030. The first step in positioning your HVAC business for a favorable acquisition is increasing its current valuation. From business valuation to buyer selection.

Business 52

Business Valuation Broker Book-building 52

Wall Street Mojo

JANUARY 15, 2024

The lessee records rental payments as expenses in the books of accounts. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements. The effects differed and hence the accuracy and reliability was questioned.

Accountant 98

Accountant Financial Models Financial Modeling Valuation 98

Wall Street Mojo

JANUARY 15, 2024

They are typically derived from sources like the payroll system, financial statements, reports, sales and purchase data, invoices, inventory , etc. Data can be anything like sales ledger Sales Ledger A sales ledger is a ledger entry that records any sale in the book of records, even if the payment is received or not yet received.

Accountant 98

Accountant Financial Models Financial Modeling Financial Statement 98

How2Exit

MARCH 21, 2023

Additionally, it is important to ensure that any personal expenses are removed from the books before the business is put up for sale. Concept 2: Know True Profit Before Sale When conducting due diligence, it is important to know the true profit of the business before making any decisions.

Business 130

Business Accountant Book-building Negotiation 130

How2Exit

APRIL 25, 2023

He was able to stay informed of the latest developments in the industry and be prepared for the potential of a sale. It is important to stay informed of the latest developments in the industry and be prepared for the potential of a sale. Additionally, this has caused tech valuations to become more balanced.

Business 130

Business Book-building Mergers and Acquisitions Valuation 130

How2Exit

OCTOBER 2, 2022

Financials - your books must be kept in line with local and federal (governmental) laws, certain reporting requirements, and the general confidentiality you want around sensitive financial matters will usually dictate that these are tasks to keep in-house or outsource to local trusted teams.

Book-building 100

Book-building Management Business Media 100

Wall Street Mojo

JANUARY 17, 2024

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

Financial Models 98

Financial Models Financial Modeling Insurance Business 98

How2Exit

MARCH 19, 2023

This money is chasing stocks, pushing bond yields down, buying up Bitcoin, and pushing up real estate valuations. This is because of the relative valuations of other asset classes. This means that if you have a business that is profitable, has clean books and records, and is growing, you can get a premium multiple for it.

Business 130

Business Broker Mergers and Acquisitions IT 130

How2Exit

MARCH 13, 2023

Concept 3: Prepare For Sale Early In this podcast, Joshua discusses the importance of preparing for sale early. Additionally, he emphasizes the importance of having books and records in order, as well as having a team that can run the business without the founder.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Acquisitions IT 130

Wall Street Mojo

JANUARY 16, 2024

read more to have parity in the books of accounts of both legal entities. It is required to reconcile the difference between bank balances per bank statement and a bank balance per book of accounts. In the process of making this statement, a company starts with listing down its own internal records, which reflects its account balance.

Accountant 52

Accountant Banking Bank Financial Models 52

How2Exit

MARCH 15, 2023

He had to read books, do research, and figure out how to make it work. Concept 5: Valuation is Key to Success When it comes to pricing a business, it is important to find experienced problem solvers who can accurately assess the value of the business and give realistic advice. This knowledge was essential to his success.

Broker 130

Broker Business Book-building IT 130

Wall Street Mojo

JANUARY 17, 2024

The investing activities comprise the long-term asset purchase or sale. Add to it all the incoming cash from various sources like cash sale of goods or services, proceeds from the sale of assets or investments, the funds acquired by the issue of shares or through bank loans, etc.

Accountant 98

Accountant Finance Finance Profitability 98

Mergers and Inquisitions

JULY 12, 2023

They want a $2 million seed investment at a $20 million post-money valuation, meaning that we (the VCs) will own 10% if we invest. Here’s a summary of the different stages: Since the asking valuation is $20 million, we can reframe this case study as: “Could this company potentially reach 100x that valuation, or $2 billion?

Capital 52

Capital Valuation Boutique Banking 52

RKJ Partners

AUGUST 6, 2017

What is Valuation? Valuation can be simply defined as the process of assigning an estimated dollar amount or range to the worth of an item, good, or service. During preliminary due diligence, the view of valuation is often heavily contingent on the financial information provided by the seller.

M&A 40

M&A Valuation Mergers and Acquisitions Discounted Cash Flow 40

Mergers and Inquisitions

MARCH 8, 2023

Commodity trading desks within sales & trading at the large banks. The Skills Required for Commodity Trading You do not use traditional financial statement analysis or valuation in commodity trading because the underlying asset is a futures contract , not a stock. Practical experience is king with commodities.

Funds 119

Funds Finance Finance Trading 119

How2Exit

DECEMBER 16, 2024

He has also authored several books on negotiation, including Beyond Negotiating From Fear to Fearless , Beyond Negotiating Influence Rapport Results , and Evolve or Be Slaughtered: Negotiation for the 21st Century.

Negotiation 130

Negotiation Mergers and Acquisitions Book-building M&A 130

How2Exit

OCTOBER 3, 2022

Revenue Growth: While demonstrated revenue growth and a solid pipeline will lend itself to higher valuations, the quality of that revenue growth is also important. When combined, this increases the odds of a higher valuation upon exit. Within the MSP space, data security remains white hot. QuickBooks, Xero, Wave, etc.).

Management 100

Management S&P Acquisitions Business 100

Focus Investment Banking

NOVEMBER 27, 2023

Whether due to new technologies supplanting the old, overhyped valuations crashing to earth, errors in judgement, or lack of business acumen, the tech world is rife with the rise and fall of companies and careers. In the forward for Gone to Pot, a 2020 book about the early days of the legal cannabis industry, I mentioned “the caravan.”

Private Equity 52

Private Equity M&A Equities Mergers and Acquisitions 52

How2Exit

MARCH 1, 2023

The client should be familiar with how to work with the professionals, such as lawyers, CPAs, and business valuation companies. 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

M&A Business Mergers and Acquisitions Negotiation 130

How2Exit

MARCH 18, 2023

Concept 5: Increase Profit Through Optimization The POCS formula stands for leads, conversion rate, average transactions per year, value of each transaction, gross profit margin, operational overhead as a percentage of sales, and lifetime value of the customer. Gross profit margin is the revenue minus cost of sales or cost of goods sold.

M&A 130

M&A Profitability Business Book-building 130

How2Exit

FEBRUARY 23, 2023

The DCF method requires the input of experienced professionals such as financial advisors and valuation experts in order to arrive at a fair and accurate valuation. By taking the time to consider all the factors involved and using the DCF equation, you can arrive at a fair and accurate valuation for any asset.

Business 130

Business Negotiation DCF Acquisitions 130