Francine Way

JULY 7, 2017

Thus far in the last 10 blog posts, we have discussed what M&A is, its success metrics, types of acquirers and value creations, capital structure, debt, and equity. Transaction Criteria: Valuation: Is there a targeted floor and ceiling to transaction multiple used to value the target? and (4) support long-term business strategy.

M&A 130

M&A Acquisitions Consulting Capital 130

Sun Acquisitions

APRIL 26, 2024

Debt Financing: The Double-Edged Sword Debt financing is a standard route for companies pursuing M&A, offering the allure of leveraging existing assets to fund the transaction. High debt levels can burden the newly formed entity with interest payments, impacting its financial flexibility.

Mergers and Acquisitions 59

Mergers and Acquisitions Finance Finance Mergers 59

Lake Country Advisors

JANUARY 8, 2024

Whether you’re considering a sale, seeking funding, or making strategic business decisions, an accurate valuation is key. With the expertise of Mergers & Acquisitions Adviors / business brokers like Lake Country Advisors, you can navigate this complex process effectively. grasp its significance in small business ownership.

Business 52

Business Valuation Mergers and Acquisitions Negotiation 52

Lake Country Advisors

SEPTEMBER 30, 2024

Conducting thorough due diligence is crucial to uncover hidden issues, such as undisclosed debts or potential legal disputes. Engaging experienced business brokers can significantly aid in this process. Healthcare brokers play a vital role in ensuring that the business meets all regulatory standards.

Business 52

Business Valuation Financial Statement Broker 52

Sun Acquisitions

NOVEMBER 29, 2022

billion valuation by 2030. The first step in positioning your HVAC business for a favorable acquisition is increasing its current valuation. This can be done by paying off as many outstanding debts as possible, renegotiating terms for business loans, securing new clients, and getting your receivables paid up.

Business 52

Business Valuation Broker Book-building 52

Sun Acquisitions

FEBRUARY 28, 2024

Valuation and Due Diligence Accurate valuation is essential to avoid overpaying for the target company. If you have substantial cash reserves, you may opt for an all-cash deal, reducing debt burden and interest costs. Debt Financing Debt financing involves borrowing money to fund the acquisition.

Finance 59

Finance Finance Acquisitions Business 59

Lake Country Advisors

DECEMBER 5, 2024

Whether planning for retirement, pursuing new ventures, or aiming to maximize your company’s value, understanding the intricacies of valuation and the selling process is essential. With insights from experienced business brokers , you can achieve your goals and secure a smooth transition for your company.

Business 52

Business Valuation Negotiation Profitability 52

Wall Street Mojo

JANUARY 17, 2024

Financial institutions with good credit ratings offer swap facilities to clients and charge fees from brokers. In the process of interest rate swap valuation , a fixed rate is exchanged for floating rate by taking advantage of the rate fluctuations in the financial market in order to obtain lower rates. How To Calculate?

Financial Institution 91

Financial Institution Banking Bank Financial Modeling 91

Sun Acquisitions

SEPTEMBER 9, 2022

People sell business ownership for a variety of reasons: Needing capital to actually start the company; Swapping equity for additional capital to grow the business; Sourcing money to pay down existing liabilities and debts; Raising venture capital to expand into new markets and; Desiring to diversify their own business risk as the sole owner.

Equities 52

Equities Business Broker Investors 52

How2Exit

JULY 13, 2023

The criteria include factors such as valuation multiples, legal issues, availability of buyers, ESG focus, maturity, and competition. They argue that by bringing in experts, business owners can expedite the process of preparing their business for sale and increase their chances of getting a higher valuation.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

Sica Fletcher

JUNE 2, 2020

First, these brokers each have growth strategies whose success is measured by the expansion of revenues and EBITDA. Furthermore, as we have reported in previous blogs, these agencies already had their equity and debt capital lined up before the full force of the pandemic hit. There are two principal reasons.

Insurance 52

Insurance Broker Private Equity M&A 52

Sica Fletcher

MARCH 8, 2024

Starting in H2 2022, the insurance M&A market has seen a notably difficult 18-month period, afflicted with high interest rates, lowered deal volumes, and lowered valuations. If they do, then we can expect to see valuations and, by extent, EBITDA multiples for insurance agencies rise.

Insurance 52

Insurance M&A S&P Valuation 52

Sun Acquisitions

APRIL 17, 2024

Valuation can be done through various methods, such as market analysis, income approach, or asset-based valuation. Seek professional help from a financial advisor or a valuation expert to get an accurate estimate of your business’s worth.

Mergers and Acquisitions 59

Mergers and Acquisitions Business Mergers Acquisitions 59

Sun Acquisitions

APRIL 10, 2024

Valuation can be done through various methods, such as market analysis, income approach, or asset-based valuation. Seek professional help from a financial advisor or a valuation expert to get an accurate estimate of your business’s worth.

Mergers and Acquisitions 59

Mergers and Acquisitions Business Mergers Acquisitions 59

Sun Acquisitions

OCTOBER 25, 2022

The process begins with a business valuation to establish how much the company is worth. It’s worth noting that this type of deal structure works best when the business valuation is at least $5 million. The business is plunged into debt. That’s why if you’re thinking of selling you should consult with a seasoned M&A broker.

Business 52

Business Broker Finance Finance 52

Lake Country Advisors

AUGUST 6, 2024

Engaging Professional Valuation Services A professional valuation is critical when you want to sell a manufacturing business. Engaging a third-party valuation service provides a credible assessment of your business’s worth as it helps set a realistic asking price and builds confidence in potential buyers.

Manufacturing 52

Manufacturing Business Valuation Sale 52

Sun Acquisitions

APRIL 24, 2024

Valuation can be done through various methods, such as market analysis, income approach, or asset-based valuation. Seek professional help from a financial advisor or a valuation expert to get an accurate estimate of your business’s worth.

Mergers and Acquisitions 52

Mergers and Acquisitions Business Mergers Acquisitions 52

Sica Fletcher

MARCH 26, 2020

The Largest Strategic Players Tell Us Full Steam Ahead – The major strategic acquirors have informed us that they plan to continue to aggressively pursue acquisitions of insurance brokers. These strategic acquirors typically have both their equity and debt facilities in place, so there is no shortage of capital.

Insurance 52

Insurance M&A Broker Economics 52

Lake Country Advisors

AUGUST 28, 2024

Whether you’re in the manufacturing, healthcare, or technology sector, engaging local business brokers can streamline the process, providing expert guidance to maximize the value of your business. Assessing the Value of Your Small Business The accuracy of your business’s valuation is essential for a successful sale.

Business 52

Business Sale Valuation Manufacturing 52

Sica Fletcher

JUNE 20, 2024

Conversely, when interest rates are high, valuations are supposed to decrease because buyers will try to make up what they are losing to interest. PE Cost of Debt vs. RoR, H1 2020 - H2 2023 This inverse spread indicates one of the strongest seller’s markets we’ve seen in the insurance M&A market to date. for insurance agencies.

M&A 52

M&A Insurance Valuation Equities 52

Sica Fletcher

JULY 1, 2020

This reflected the impact of valuations on deal flow and an increasing imbalance of potential sellers and buyers. This was symptomatic both of how the PE industry expanded in recent years and the impact of sky-high valuations on deal making activity. Dry powder reached $1.4 trillion as of December 2019, a record high.

Private Equity 52

Private Equity Insurance Debt Equities 52

Sica Fletcher

SEPTEMBER 25, 2019

In recent posts, we outlined the background of and reasons for the dramatic upsurge of private equity investment in the insurance brokerage industry , how the combination of private equity and low interest rates have dramatically raised valuations , and how private equity sponsored agencies increasingly dominate the insurance agency business.

Private Equity 52

Private Equity Equities Insurance Capital 52

Sun Acquisitions

JULY 21, 2023

It also includes analyzing cash flow, debt obligations, and potential liabilities. Valuation and Pricing: Due diligence plays a critical role in determining a target company’s value and appropriate pricing. Due diligence is a foundation for negotiations, valuation, integration planning, and overall risk management.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Sun Acquisitions

MARCH 6, 2024

Ensure your credit score is healthy and prepare comprehensive financial statements demonstrating your ability to manage the debt. Whether you’re negotiating with a seller, investors, or partners, here’s how to secure favorable equity terms: Valuation Expertise: Understand the actual value of the business you’re acquiring.

Business 59

Business Securities Acquisitions Negotiation 59

Lake Country Advisors

JUNE 20, 2024

Moreover, we’ll highlight the invaluable role of a business broker in facilitating this process, providing you with the necessary expertise and guidance. By proactively uncovering these issues early, you can address them, reducing the chances of last-minute surprises that could scare off buyers or lower your business’s valuation.

Sale 52

Sale Business IT Utilities 52

Focus Investment Banking

DECEMBER 5, 2024

Brokers for sales of smaller companies (typically 1-2 locations) will generally skip the monthly services fees but ask for a higher success fee upon closing. I have seen brokers charge as high as 10-12% of the total sale price. They will charge a small percentage of the total enterprise value for their success.

Business 52

Business Sale Negotiation Accountant 52

Sun Acquisitions

JANUARY 26, 2024

It is crucial to examine the financial health of the target company, including its revenue streams, debt levels, and profitability margins. Financial Framework: Valuation and Funding A prudent financial framework is crucial for M&A in this sector.

Mergers 52

Mergers Mergers and Acquisitions M&A Acquisitions 52

How2Exit

MAY 2, 2023

The impact of higher interest rates is felt in the form of debt servicing ratios. This is the amount of debt that a business can take on in order to finance an acquisition. When interest rates increase, banks are less likely to provide financing as the debt servicing ratio becomes more difficult to meet.

Sale 130

Sale Business Book-building IT 130

PCO M&A Specialists

JANUARY 25, 2022

Having dedicated staff that works day in and day out with pest control companies on areas such as taxes, debt structuring and operational issues is paramount to being able to advise a PCO on one of the most important decisions of his or her life. After all, it’s not necessarily the highest price that yields the most money.

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Mergers and Acquisitions M&A Mergers Business 52

IBG

FEBRUARY 6, 2024

Accounting, legal, M&A broker commissions, escrow, and other professional fees are factors to be expected,” says Matt Frye , managing partner in IBG’s Oklahoma office, “along with fees paid to a tax accountant for calculating the sales and transfer taxes on the transaction. Professional Fees and Taxes. Deferred Payments.

Sale 52

Sale Business Negotiation M&A 52

How2Exit

MARCH 21, 2023

Sellers should be aware of the multiples that apply to their particular sector and not rely on the advice of brokers who may be incentivised to inflate the value of the business to make a sale. In many cases, brokers will tell the seller that they can get more for their business than what it is realistically worth.

Business 130

Business Accountant Book-building Negotiation 130

How2Exit

AUGUST 22, 2023

It emphasizes the need for both technical skills, such as financial analysis, and relational skills, such as building relationships with sellers and brokers. Participants are encouraged to use brokers to access a wide range of deals and gain exposure to different industries.

Financial Analysis 130

Financial Analysis Acquisitions Business Investment 130

GillAgency

FEBRUARY 10, 2022

It is written in a way that will help you, in case you decide to go about the process without a business broker. You are always welcome to call us or talk to any business broker about the state of the business world. As such, you should hire a consultant or a business broker to help you with setting up your marketing package.

Business 52

Business Sale Broker IT 52

How2Exit

JULY 3, 2023

While it may not be necessary to hire a business broker or investment bank right away, seeking advice from trusted sources such as Vistage groups, CPAs, or experienced entrepreneurs can help identify potential risks and navigate the complexities of the deal.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

FineMark

APRIL 13, 2023

In March, it was purchased by rival Swiss bank, UBS, in an emergency sale brokered by Swiss banking regulators. This scenario will have a disproportionate, negative effect on both commercial real estate borrowers and small-to-medium-sized businesses that aren’t large enough to access the public debt markets. Outside of the U.S.,

Banking 52

Banking Bank Investment Economics 52

Software Equity Group

AUGUST 20, 2024

Visma Visma is a developer of cloud enterprise software that digitizes core business processes in the private and public sectors, including accounting, ERP, procurement, payroll, and debt collection solutions. The company made 12 software deals in the past 12 months ending June 30, including three in 2024.

Investment 52

Investment Management Acquisitions Business 52

The TRADE

APRIL 30, 2024

The regulation also led to changes in risk management practices and valuation methodologies for financial institutions. Reg BI represented a notable regulatory overhaul in the financial market, particularly for broker-dealers, investment advisers, and financial professionals who provide investment advice to retail clients.

Financial Institution 69

Financial Institution Financial Market Risk Management Banking 69