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. Why It Matters: Healthy working capital keeps the business running smoothly day-to-day. Buyers View: The buyer needs to know the normalized level of working capital required to continue to run the business post-close.

Investment 52

Investment Book-building Sale Business 52

Lake Country Advisors

OCTOBER 31, 2024

A local business broker can be invaluable in identifying opportunities, assessing the business’s financial health, and negotiating on your behalf to ensure a smooth transaction. General partners handle day-to-day operations and carry the entire liability, while limited partners only contribute capital and have limited liability.

Business 52

Business Profitability Debt Shares 52

Growth Business

OCTOBER 25, 2024

This decision is critical and often complex, requiring a delicate balance between securing the necessary capital while retaining future financial benefits and operational control. You need to carefully weigh up how much capital you really need to accelerate the company’s growth and what you’re willing to part with.

Equities 98

Equities Investment Private Equity Valuation 98

Sun Acquisitions

MARCH 8, 2022

The business was acquired by Bell Valley Capital to use as a platform landscaping company for future growth. Matt is a senior advisor with Sun Acquisitions with significant deal making and negotiation experience. Matt Brunstrum was the lead advisor and managed all aspects of this client engagement.

Profitability 98

Profitability Sale Business Acquisitions 98

How2Exit

MARCH 21, 2023

For buyers, investor cash can provide the capital necessary to make the purchase without having to put down any of their own money. For buyers, investor cash can provide the capital necessary to make the purchase without having to put down any of their own money. Finally, the buyer should consult with a lawyer and an accountant.

Business 130

Business Accountant Book-building Negotiation 130

How2Exit

OCTOBER 2, 2023

Barnett is a small business expert, consultant, and author. Barnett, a renowned small business expert, consultant, and author, tackles the complex issue of risk assessment in buying a business versus staying in a salaried job. Reconciled sets the standard for consistency and quality that you can count on.

Business 130

Business Acquisitions M&A Finance 130

How2Exit

NOVEMBER 27, 2023

He has a background in corporate finance and management consulting, and has successfully completed over 30 acquisitions in the security industry. He discusses his background in corporate finance and management consulting, and how he got started in the security industry.

M&A 130

M&A Mergers and Acquisitions Profitability Securities 130

Lake Country Advisors

JULY 25, 2024

Identify expansion opportunities and assess how well it capitalizes on future market trends. Final Steps and Decision Making The final steps in the due diligence process involve summarizing findings, negotiating terms, and preparing for the transition post-acquisition. Negotiate the terms and conditions.

Business 104

Business Mergers and Acquisitions Negotiation Risk Assessment 104

How2Exit

DECEMBER 11, 2023

He discusses the unique approach and methodologies of Peterson Acquisitions, including their focus on effective sell-side brokerage, buy-side advisory, education, and capital investment. rn The company has a capital investment arm, facilitating deals and providing opportunities for passive small business investing.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

How2Exit

MAY 15, 2023

His advisory practice helps them through catalytic, transformational, and strategic events, such as mergers and acquisitions, governance issues, capital raising, and disputes. He also provides strategic consulting services, such as helping businesses cut costs, make more money, and create creative partnerships.

M&A 130

M&A Mergers and Acquisitions Private Equity Business 130

How2Exit

JUNE 3, 2024

Acers’ career began in strategy consulting, leading him through roles in technology, private equity, and ultimately landing him in investment banking. Beginning with Acers' journey from strategy consulting to investment banking, the conversation delves into the art of optimizing a business for the mid-market sale process.

Sale 130

Sale Business Mergers and Acquisitions Valuation 130

MergersCorp M&A International

JANUARY 18, 2024

This is where MergersCorp M&A International comes in, offering unparalleled international finance consulting services to its customers. MergersCorp M&A International is a leading global advisory firm that specializes in providing comprehensive M&A consulting services to clients worldwide.

M&A 52

M&A Consulting Mergers and Acquisitions Finance 52

Sun Acquisitions

FEBRUARY 7, 2023

Here are just some of them: Security & Stability Selling a manufacturing business provides long-term security and stability for both parties involved — as long as all details are correctly negotiated beforehand. Tax Benefits One significant advantage comes from tax benefits for many individuals who sell a manufacturing business.

Manufacturing 52

Manufacturing Business Negotiation Sale 52

How2Exit

SEPTEMBER 2, 2024

Danny and Cian illustrate their journey, from their exploratory start to closing deals with strategic finesse, all while emphasizing the importance of partnerships, venture capital, and value creation. ” – Cian O’Toole “Helping business owners realize an exit and get a capital event themselves is pretty cool.”

Acquisitions 130

Acquisitions M&A Mergers and Acquisitions Book-building 130

Sun Acquisitions

FEBRUARY 1, 2024

Negotiable Terms: Buyers and sellers have greater flexibility to negotiate the loan terms, including interest rates, repayment schedules, and down payments. Pros: Strong Negotiating Position: Sellers often prefer all-cash offers due to the certainty and speed of the transaction, giving buyers a stronger negotiating position.

Finance 59

Finance Finance Equities Investment 59

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

MARCH 15, 2023

Without it, you will be unable to make informed decisions and you will be unable to capitalize on opportunities. He found that the best candidates were usually ex-consultants or ex-business owners that have had successful business lives. This means not overvaluing it in order to leave room for negotiation.

Broker 130

Broker Business Book-building IT 130

OfficeHours

OCTOBER 23, 2023

This results in the target company receiving a potentially very different capital structure than they previously had, typically with higher debt levels. Once the terms are agreed upon, the acquisition is financed through a combination of debt and equity from the PE firm , as with a typical transaction. Great, I’m learning a ton!

Investors 130

Investors Private Equity Equities Investment 130

OfficeHours

OCTOBER 20, 2023

Since private equity firms use a significant amount of debt and comparatively very little equity to finance transactions, anything that impacts the cost of debt or the ability to raise debt is a very sensitive consideration when considering the capital structure of a potential investment. Great, I’m learning a ton!

Investors 130

Investors Private Equity Equities Debt 130

Chesapeake Corporate Advisors

JULY 10, 2023

TranSystems”), a national transportation consulting firm. Tim led the deal strategy, conducted negotiations, and provided strategic advice throughout the transaction. Sentinel Capital Partners continues to team with TranSystems to expand its presence in the infrastructure industry.

Transportation 52

Transportation Engineering Investment Banking Corporation 52

OfficeHours

JUNE 27, 2023

Maximize success with expert tips on promotion, salary negotiations, and more. Partial list of confirmed interviews happening TONIGHT below and more being added as we go. Our “On-Cycle Kicked” series brings a fresh perspective and innovative approach to professional development.

Recruitment 130

Recruitment Private Equity Investment Banking Analyst Equities 130

Sun Acquisitions

FEBRUARY 14, 2023

When in doubt, it’s best to consult with qualified advisors such as attorneys or accountants about any available deductions or strategies you can use to reduce capital gains from selling your manufacturing business. The post Gaining Clarity: What Should You Do After Accepting an Offer to Sell Your Manufacturing Business?

Manufacturing 52

Manufacturing Business Broker M&A 52

How2Exit

APRIL 22, 2024

As a seasoned acquisition entrepreneur, Walker has acquired over nine companies himself and consulted on over 300 acquisitions. His expertise encompasses buying and growing businesses successfully over the decades. rn "We're going to learn a lot today.

Acquisitions 130

Acquisitions Mergers and Acquisitions Book-building Business 130

iMerge Advisors

APRIL 8, 2025

SaaS businesses, in particular, are often valued on a multiple of ARR (Annual Recurring Revenue), with high-growth, capital-efficient companies commanding the highest premiums. A good advisor does more than find buyers; they shape the narrative, run a competitive process, and negotiate terms that protect your interests.

Valuation 40

Valuation M&A Sale Negotiation 40

Sun Acquisitions

DECEMBER 16, 2022

assist you in securing potential buyers, negotiate the asking price and, manage all the legal aspects of the deal. You can use this price to list your company and use it as a starting point during negotiations. 5. Assess Offers and Negotiate a Sale. 1. Engage a Business Broker. An experienced broker will.

Manufacturing 52

Manufacturing Business Broker Negotiation 52

Focus Investment Banking

JUNE 13, 2023

Yet, if anything, PE involvement in “low-competition environments such as outpatient oncology” has trailed that in other medical fields, such as dermatology and gastroenterology, which have become “crowded” with PE investors, said Krishna Patel, a consultant at Sojus LLC, which provides strategic marketing content for biopharmaceutical companies.

Hospitality 52

Hospitality Private Equity Mergers and Acquisitions Medical 52

Cooley M&A

DECEMBER 14, 2020

According to Odeon Capital Group research, as of December 2, 2020, 210 SPAC IPOs had been completed representing gross proceeds of ~$72 billion. More private companies have chosen to remain private for longer periods due to the availability of capital from VC and private equity funds.

IPO 52

IPO Mergers and Acquisitions Investors Private Equity 52

Focus Investment Banking

MAY 20, 2024

The JML transaction is the latest in a long line of successful deals Bob has negotiated for clients throughout the years. It’s a very capital-intensive industry, and I try to take into account that customer demands and specs are getting much tighter. sold to IBM/Rational Software), Seer Technologies, Inc.

M&A 52

M&A Mergers and Acquisitions IPO Financial Transaction 52

iMerge Advisors

APRIL 14, 2025

Final Tax Filings and Capital Gains Reporting One of the most immediate post-sale obligations is reporting the transaction to the IRS and your state tax authority. Capital Gains Tax: If you sold equity, the gain is typically taxed as a long-term capital gain (assuming you held the shares for more than a year).

Sale 40

Sale M&A Mergers and Acquisitions Capital 40

Focus Investment Banking

MAY 1, 2024

However, when you engage in negotiations with one buyer, you diminish your negotiating power significantly and wind up agreeing to terms that benefit the buyer and not you the seller without even realizing it. Reach out today for a consultation – we’d love to learn more about your business and your goals!

Business 52

Business Mergers and Acquisitions Negotiation M&A 52

Cooley M&A

FEBRUARY 8, 2018

Ideally, the revesting provisions are structured to provide key employees long-term capital gains treatment on any deferred payments (compared to the ordinary income attributed to vested options or restricted stock units cashed out at closing). The typical revesting period for these arrangements is 24 to 36 months.

M&A 52

M&A Mergers and Acquisitions Mergers Negotiation 52

Sica Fletcher

JULY 23, 2024

Possible Changes in Tax Law May Drive Transactions H2 2021 specifically saw a small surge in deal volume because of expected increases to the laws surrounding capital gains taxes. Consult only trusted advisors with a positive reputation in the industry. Approximately 50% of brokerages that go to market are not in a position to sell.

M&A 52

M&A Insurance S&P Valuation 52

Razorpay

SEPTEMBER 19, 2024

This practice is common in various industries such as freelancers, consultants, and service providers. Receiving a portion of the payment before starting work helps maintain sufficient working capital to cover initial expenses. Related Read: What is Deferred Payment and How Does It Work?

Book-building 52

Book-building Consulting Business Funds 52

M&A Leadership Council

FEBRUARY 13, 2024

We’ve studied, consulted, and written extensively about the importance of conducting a thorough ISF. Non-Negotiables: Agreed deal-point provisions may be categorized best in this bucket. Our answer? Not until you’ve done THIS – created a comprehensive Integration Strategy Framework (ISF).

M&A 59

M&A Mergers and Acquisitions Accountant Media 59

Sica Fletcher

JULY 31, 2024

Equity Over Time in Insurance M&A Transactions Modern capital structures, however, have also changed significantly in the last several years, including various types and classes for categorizing equity, all of which determine who gets paid in what order. That’s why having a partner like Sica | Fletcher makes all the difference.

M&A 52

M&A Insurance Debt Equities 52

Devensoft

MAY 31, 2023

This can create confusion and misunderstandings during negotiations and post-merger integration. This may involve hiring local experts or consultants who can provide insight into the local business environment and cultural norms.

M&A 52

M&A Finance Finance Mergers and Acquisitions 52

Devensoft

AUGUST 22, 2023

Properly valuing a company involved in an M&A transaction allows stakeholders to make informed decisions and negotiate effectively. Valuation Services: Some consulting firms and valuation experts provide services that include using their proprietary enterprise value calculators.

M&A 52

M&A Valuation Utilities Mergers and Acquisitions 52