Sica Fletcher

DECEMBER 16, 2020

Every year, numerous insurance agency and broker principals attempt to sell their companies by being " Serial Daters". They are contacted by a potential buyer or solicited by someone who has sold their agency and try to negotiate with one buyer at a time. This is generally a very big mistake.

Insurance 52

Insurance Private Equity Advisory Equities 52

Sun Acquisitions

SEPTEMBER 18, 2023

Seek professional assistance from business appraisers, accountants, or business brokers to determine the fair market value of your company. Understanding the value of your business will help you set a realistic asking price and negotiate effectively with potential buyers. Be prepared to compromise while protecting your interests.

Sale 59

Sale Business Negotiation Broker 59

How2Exit

OCTOBER 23, 2023

He faced challenges in finding a suitable accounting firm to purchase, as many brokers were hesitant to work with him due to his lack of CPA credentials. The acquisition process took several months of negotiations and due diligence, but Dichter's persistence paid off. rn rn "I was betting on the fact that I'd be able to grow it.

Accountant 130

Accountant Shares Mergers and Acquisitions Acquisitions 130

Sun Acquisitions

DECEMBER 16, 2022

1. Engage a Business Broker. Wise sellers hire a business broker to facilitate the transaction. An experienced broker will. assist you in securing potential buyers, negotiate the asking price and, manage all the legal aspects of the deal. 5. Assess Offers and Negotiate a Sale. 6. Closing the Sale.

Manufacturing 52

Manufacturing Business Broker Negotiation 52

Sun Acquisitions

JANUARY 17, 2023

1. Hire a Business Broker. Business brokers are experts who specialize in assisting business owners and investors to sell or buy companies. As a seller, brokers have the expertise and experience to help you find potential buyers, negotiate terms of the sale, and handle all the various paperwork that’s involved.

Healthcare 52

Healthcare Business Broker Private Equity 52

Sun Acquisitions

OCTOBER 21, 2024

Private Equity Investment: Private equity firms can be strategic partners for mid-sized businesses looking to finance M&A transactions. In exchange for an equity stake in the company, private equity investors provide capital to fund acquisitions and support growth initiatives.

M&A 59

M&A Finance Finance Business 59

Sun Acquisitions

JUNE 15, 2023

TOPS is owned by private equity firm Atlas Holdings, which is based in Greenwich, CT. After targets are identified and screened, Sun Acquisition provides advisory services including valuation, drafting and negotiating offer letters, and due diligence support.

Acquisitions 52

Acquisitions Mergers and Acquisitions Advisory Middle Market 52

Sun Acquisitions

FEBRUARY 12, 2024

Financially literate buyers can determine the business’s fair market value, ensuring they don’t overpay and enabling them to negotiate effectively. Venture Capital and Private Equity For buyers seeking substantial financing, venture capital and private equity firms can be attractive options.

Education 59

Education Finance Finance Acquisitions 59

Sun Acquisitions

SEPTEMBER 16, 2024

Their insights and experience can help navigate regulatory requirements, negotiate favorable terms, and optimize the financial outcome of the transaction. Common exit strategies include selling to strategic buyers, private equity firms, management buyouts (MBOs), or going public through an initial public offering (IPO).

Negotiation 59

Negotiation Business Sale Management 59

Lake Country Advisors

JULY 5, 2022

We are the leading business brokers and M&A business advisors in Wisconsin and have helped many business owners with a smooth exit strategy and successful transactions. We are experienced business brokers who understand how to close mergers and acquisitions deals in various industries quickly.

M&A 52

M&A Mergers and Acquisitions Broker Mergers 52

Sun Acquisitions

OCTOBER 5, 2022

54% of brokers say it takes anywhere from 6 to 11 months for a business to sell. Step 4: Hire a qualified business broker. It can be tough to sell a private business fast without assistance from an experienced business broker. Now, how to select a business broker ? What should you be looking for? For example.

Business 52

Business Broker Valuation Sale 52

Focus Investment Banking

DECEMBER 5, 2024

The seller’s counsel is responsible for negotiating the key legal terms of the purchase agreement. Using an experienced M&A attorney is critical to move the transaction forward while avoiding costly legal fees negotiating on terms that are not critical. I have seen brokers charge as high as 10-12% of the total sale price.

Business 52

Business Sale Negotiation Accountant 52

Sun Acquisitions

APRIL 25, 2023

This is meant to help formulate more accurate valuations while also acting as reference points when discussing individual items during negotiations – having this data on hand helps streamline processes & ensures everyone involved has all necessary information before making decisions.

Sale 52

Sale Business Negotiation M&A 52

Sica Fletcher

MARCH 10, 2020

The issue with this is that the valuation of insurance brokers is invariably calculated as Pro Forma EBITDA multiplied by the EBITDA multiple. As of today, there are at least 30 private equity sponsored brokers who are actively searching for acquisitions, plus other strategic players.

Private Equity 52

Private Equity Insurance Business Equities 52

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

Sun Acquisitions

JUNE 5, 2024

Traditional sales methods might limit owners to a local or regional pool of potential buyers, but M&A opens doors to a broader spectrum of qualified buyers — ranging from private equity firms interested in the robust and recession-proof nature of HVAC services to international corporations looking to expand their footprint in the HVAC industry.

M&A 52

M&A Business Mergers and Acquisitions Sale 52

Sun Acquisitions

OCTOBER 25, 2022

You can negotiate to retain your salary and benefits throughout the transition. With a leveraged management buyout, the buyer or seller can opt to bring on board a third party in the form of a private equity firm (PE), venture capitalist (VC), or conventional lender. The installment sale is secured by the business’s assets.

Business 52

Business Broker Finance Finance 52

How2Exit

JUNE 12, 2023

As he started going for larger businesses, especially with the private equity fund or with investor capital, he went after more established businesses. The hosts also note that brokers can add an additional layer of complexity to the buying process. or contract.

Business 130

Business Investment Profitability Risk Assessment 130

Sun Acquisitions

AUGUST 19, 2024

Companies can explore options like private equity investments, venture capital funding, mezzanine financing, and strategic partnerships. Negotiating favorable terms, such as extended repayment schedules or deferred payments tied to performance milestones, can enhance the attractiveness of vendor financing arrangements.

M&A 59

M&A Finance Finance Economics 59

IBG

MARCH 16, 2023

Our initial vetting of that buyer included a call to the principal of a private equity group that we knew well. We have over 3,500 private equity groups in our buyer database, and a lot of them have told us they prefer buying companies through an intermediary because the owner and the business are more prepared.

Business 52

Business Broker M&A Sale 52

How2Exit

JULY 13, 2023

They stress the need to clearly communicate expectations from the beginning of negotiations, avoiding surprises later on. Finally, the guests discuss the current market trends in private equity and capital raising. Private equity firms, strategic buyers, and even competitors are all cautious in their investment decisions.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

IBG

MAY 31, 2023

As the deal progresses, we will serve as a valuable buffer between you and the buyer and guide you through the negotiation and due diligences phases to a successful closing. Selling to a Private Equity Group. STRATEGIC BUYERS Traits. For many strategic buyers, the purchase of your business is not their first rodeo. Preparation.

Business 52

Business Sale M&A Private Equity 52

Sica Fletcher

MARCH 26, 2024

private equity firms, investment banks, individual investors). The best approach is to work with a professional company that offers these services, which can take any form, from small business brokers to large investment banks, depending on the agency size. Valuation is a process in and of itself.

M&A 52

M&A Insurance Valuation Advisory 52

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

Sica Fletcher

JUNE 20, 2024

The History of Private Equity in Insurance One of the primary forces differentiating the insurance M&A market in 2024 from those of decades past is the presence and dominance of private equity (PE) firms in the buyer space.

M&A 52

M&A Insurance Valuation Equities 52

How2Exit

AUGUST 28, 2023

However, he also connects clients with M&A attorneys who can help with drafting an LOI, negotiating closing deals, and other legal aspects of the transaction. rn Ronald shares what he's seeing as the behavior of private equity firms in the current market.

Mergers and Acquisitions 130

Mergers and Acquisitions M&A Business Acquisitions 130

How2Exit

MAY 27, 2024

b' E217: The Current State of Buying and Selling E-commerce Businesses with George Moulos - Watch Here rn rn About the Guest(s): rn George Moulos is an entrepreneur and the founder of Ecommerce Brokers, a company specializing in buying and selling online businesses, especially within the e-commerce, agency, and SaaS spaces.

Business 130

Business Mergers and Acquisitions Valuation M&A 130

Lake Country Advisors

FEBRUARY 3, 2025

Understanding broker fees and commission structures is vital when selling a business. A skilled business broker doesn’t just facilitate a transaction; they maximize value, minimize costs, and simplify the process. Additional Charges : While less common, additional charges may be necessary for certain aspects of the sale.

Broker 103

Broker Sale Negotiation Manufacturing 103

Mergers and Inquisitions

OCTOBER 11, 2023

While people obsess over investment banking and private equity, other sectors within finance, such as commercial real estate (CRE) , often go ignored. Tasks include getting tenants to renew their leases, negotiating new terms, and handling unit repairs, maintenance, renovations, and new HVAC installations.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

Lake Country Advisors

MARCH 13, 2025

Experienced business brokers play a pivotal role in addressing these complexities. How Business Brokers Ensure Compliance with Legal and Regulatory Requirements Cross-border M&A transactions involve intricate legal and regulatory frameworks that differ significantly from state to state.

Broker 52

Broker M&A Business Negotiation 52

Lake Country Advisors

FEBRUARY 14, 2025

While any business broker can guide you through the basics, the real value lies in choosing a broker with specialized industry knowledge. From regulatory compliance to specialized buyer expectations, these complexities require a business broker with intimate knowledge of the field.

Broker 52

Broker Business Valuation Healthcare 52

Lake Country Advisors

JANUARY 16, 2025

Investing in a business broker tailored to niche industries like manufacturing, wholesale, construction, or technology ensures smooth transactions and maximum value. These industries present unique challengesfrom complex valuations to highly regulated marketsmaking working with brokers specializing in these sectors essential.

Broker 52

Broker Manufacturing Business Valuation 52

Lake Country Advisors

JANUARY 13, 2025

Business brokers and M&A advisors are often used interchangeably, but their roles and expertise differ significantly. Understanding the Difference Between a Business Broker and an M&A Advisor Both business brokers and M&A advisors facilitate business transactions, but their focus, client base, and approach set them apart.

Broker 52

Broker M&A Business Negotiation 52

Sun Acquisitions

JANUARY 8, 2025

This is music to the ears of strategic acquirers and private equity firms. Private equity buyers who are after targets with stable cash flows and growth potential. Negotiating the Best Deal Structure Its not just about the sale price. Skilled negotiators ensure you get the best possible terms.

Business 105

Business IT Sale Valuation 105

Sun Acquisitions

FEBRUARY 21, 2025

Financial buyers, such as private equity, can quickly deploy growth capital and operational expertise. An advisor can also play a crucial role in negotiating due diligence, which can be especially challenging in manufacturing. Many of these issues will require negotiation. How long will you stay on post-sale?

Manufacturing 66

Manufacturing Business Sale Negotiation 66