Successful Acquisitions

APRIL 4, 2024

Capstone’s Abigail Iaconis Earns MMP Certification Capstone Strategic is pleased to announce that Senior Analyst Abigail Iaconis has received her certification as a Middle-Market Professional (MMP) from the Association for Corporate Growth.

Financial Statement 111

Financial Statement Financial Models Financial Modeling Middle Market 111

Peak Frameworks

AUGUST 24, 2023

Given their growing influence, understanding their purpose, qualifications, and challenges can offer insight into the operational mechanisms of major corporations. Definition and Concept of an Independent Director This independence allows them to provide an unbiased perspective, making them an essential component of good corporate governance.

Government 52

Government Corporation Financial Statement Corporate Finance 52

MergersCorp M&A International

JANUARY 16, 2024

When it comes to mergers and acquisitions (M&A), meticulous corporate administration can make all the difference in ensuring the success and smooth execution of these complex financial transactions. Therefore, it offers a range of corporate administration services to alleviate these burdens and optimize the M&A process.

Corporation 52

Corporation Mergers and Acquisitions M&A Mergers 52

MergersCorp M&A International

FEBRUARY 22, 2024

One of the key services provided by MergersCorp is corporate restructuring, which plays a crucial role in ensuring the success of M&A transactions. When executed skillfully, corporate restructuring can unlock new growth opportunities, enhance operational efficiency, and drive increased shareholder value.

M&A 52

M&A Corporation Mergers and Acquisitions Portfolio 52

Devensoft

MAY 25, 2023

Corporate restructuring can be a game-changer for any organization, whether it’s a merger, acquisition, or any other strategic move. We, at Devensoft, help companies with their end-to-end M&A and have worked with several clients in the corporate sector to navigate this complex process.

Corporation 52

Corporation Mergers Mergers and Acquisitions Acquisitions 52

Devensoft

JUNE 20, 2023

Corporate development through mergers and acquisitions (M&A) is an increasingly popular strategy for companies seeking to drive innovation and growth opportunities. This is where strategic corporate development comes into play. This is where strategic corporate development comes into play.

M&A 52

M&A Corporation Mergers and Acquisitions Mergers 52

How2Exit

SEPTEMBER 9, 2024

E242: The Art of the Deal: Steve Rooms' Masterful M&A Strategies, Unraveling the Secrets to Success - Watch Here About the Guest(s): Steve Rooms is a seasoned financial expert and serial entrepreneur with extensive experience as a Chief Financial Officer (CFO). We've seen this before ,” Steve points out.

M&A 130

M&A Mergers and Acquisitions Financial Analysis Financial Statement 130

OfficeHours

MAY 31, 2023

Corporate Finance Institute (CFI): Now, at first glance, the Corporate Finance Institute article has a bit more substance compared to the aforementioned free Wall Street Oasis guide.

DCF 147

DCF Discounted Cash Flow Finance Finance 147

Wall Street Mojo

JANUARY 16, 2024

It usually occurs when the same income is taxed both at corporate as well as at the individual level. S Corporations – They may be any domestic corporation that elect to work as S Corporation. He plans to open an S corporation so that the entire income of the husband and wife gets clubbed.

Corporation 98

Corporation Profitability Financial Models Financial Modeling 98

Deal Law Wire

MARCH 16, 2022

ESG continues to be a key driver in corporate decision making. Other companies may have a culture in which employees and other stakeholders feel they have a say in corporate decisions that may impact individuals. What do the financial statements say? But what will that scrutiny look like in a practical sense?

Financial Statement 52

Financial Statement M&A Corporation Profitability 52

Cooley M&A

JUNE 24, 2020

As previously reported in this Cooley PubCo post , on May 21, the SEC adopted final amendments to the financial disclosure requirements for the acquisition and disposition of businesses. Historically, the SEC staff could—but was not required to—grant that relief. Understanding the New Rules.

Financial Statement 40

Financial Statement Acquisitions Business IT 40

Lake Country Advisors

JULY 25, 2024

Review the financial statements and business model. This review should cover income, balance sheets, and cash flow statements. Financial Due Diligence This aspect involves meticulously examining the company’s financial health to ensure you make a sound investment with no hidden financial risks.

Business 104

Business Mergers and Acquisitions Negotiation Risk Assessment 104

Wall Street Mojo

JANUARY 4, 2024

Interest is accrued in the case of a bond because interest starts accumulating from the time the bond is issued Bond Is Issued Bonds refer to the debt instruments issued by governments or corporations to acquire investors’ funds for a certain period.

Accountant 98

Accountant Financial Models Financial Modeling Financial Statement 98

Wall Street Mojo

JANUARY 17, 2024

Thus, it accounts for a company’s financial standing and reveals the corporate efficiency in managing its cash and liquidity position. It helps identify the availability of liquid funds with the organization in a particular accounting period. read more.

Accountant 98

Accountant Finance Finance Profitability 98

OfficeHours

JUNE 2, 2023

Buyside and corporate development role interviews are not as rudimentary as investment banking interviews. You can start learning about WHY bankers utilize analyses like discounted cash flow, leveraged buyout, and comparable companies, rather than learning just how to execute them.

Investment Banking 147

Investment Banking Banking Bank Investment 147

Francine Way

JULY 12, 2017

Once the extraordinary, unusual, non-recurring items are identified, the next (2nd) step is to have them added back / removed from the historical income statement to normalize the financial statement. Expense items are added back and gain items are removed. The cost of debt = the weighted, post-tax cost of debt.

Discounted Cash Flow 130

Discounted Cash Flow Valuation M&A DCF 130

How2Exit

SEPTEMBER 2, 2024

Having worked for giants like KPMG and PwC, his M&A proficiency spans corporate structuring, transactions, and strategic exits. Cian has transitioned from the corporate world to focus on small and medium enterprises, aiming to bring practices from big corporations into the SME landscape.

Acquisitions 130

Acquisitions M&A Mergers and Acquisitions Book-building 130

OfficeHours

JUNE 12, 2023

You can use professional examples such as past internships or part-time positions in areas such as investment banking, venture capital, or corporate finance, as those roles provide exposure to financial analyses, due diligence, and deal processes.

Private Equity 147

Private Equity Equities Investment Investment Banking 147

OfficeHours

JUNE 5, 2023

Private equity consulting firms conduct thorough due diligence on potential investment opportunities; they analyze financial statements, assess market dynamics, evaluate industry trends, and identify potential risks and opportunities in order to provide the most accurate recommendations on potential acquisition costs.

Private Equity 147

Private Equity Consulting Portfolio Equities 147

Sun Acquisitions

MARCH 8, 2022

Financial Documents Needed to Sell a Business. Personal Financial Statement (to be completed by buyers). Internal Profit & Loss Statements (dating back two to three years). Corporate Tax Returns (dating back two to three years). Post-Closing Agreement. Seller’s Discretionary Earnings.

Business 98

Business M&A Finance Finance 98

Wall Street Mojo

JANUARY 17, 2024

Importance Profit And Loss Statement Vs Balance Sheet Frequently Asked Questions (FAQs) Recommended Articles Key Takeaways A profit-and-loss statement is a company’s financial record documenting costs incurred and revenues collected to determine the company’s profit for a specific accounting period.

Profitability 52

Profitability S&P Financial Statement Accountant 52

Peak Frameworks

AUGUST 15, 2023

These correct any discrepancies before final financial statements are prepared. Preparing Financial Statements. The company generates its income statement, balance sheet, statement of cash flows, and statement of changes in equity. Adjusting Entries. Adjusted Trial Balance.

Accountant 52

Accountant Financial Statement Finance Finance 52

Peak Frameworks

AUGUST 15, 2023

By owning a share, they own a slice of the corporation, entitling them to a claim on a part of the company's assets and earnings. Roles of a Shareholder Shareholders are pivotal to a corporation and their decisions can significantly shape the direction of the company.

Shares 52

Shares Financial Statement Stock Corporation 52

How2Exit

MARCH 31, 2024

rn "A lot of serious risks are on the balance sheet," O'Connell advises, revealing that without meticulous scrutiny of financial statements, buyers might overlook hidden pitfalls or opportunities.

Business 130

Business Mergers and Acquisitions Securities M&A 130

Wall Street Mojo

JANUARY 15, 2024

However, users still had critical views on these guidelines given the partial benefits it offered across corporate sectors. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements.

Accountant 98

Accountant Financial Models Financial Modeling Valuation 98

Peak Frameworks

MAY 17, 2023

Revenue Recognition Principles The revenue recognition principle dictates when revenue should be recorded in a company's financial statements. Understanding these financial intricacies is crucial in the world of corporate finance. Thus, while revenue is vital, it's the net income that represents a company's 'bottom line'.

Business 52

Business Investment Banking Sale Profitability 52

Chesapeake Corporate Advisors

MAY 7, 2024

The CPA prepares key financials before the sale process begins—such as audited or reviewed financial statements—and provides the financial documents buyers use to value the deal.

Business 52

Business Sale M&A Negotiation 52

Razorpay

JUNE 10, 2023

Accounting is the process of recording a business’s financial transactions. The objective of accounting is to prepare financial statements like the Balance Sheet, Cash Flow Statement and Income Statement which give detailed insights into the financial performance of a business.

Accountant 52

Accountant Book-building Financial Statement Financial Transaction 52

Peak Frameworks

MAY 22, 2023

The accounting equation is a fundamental concept in finance that every private equity professional, investment banker, and corporate , finance expert should be familiar with. This equation plays a critical role in financial reporting, decision-making, and understanding the financial health of a business.

Accountant 52

Accountant Equities Debt Private Equity 52

Francine Way

JUNE 22, 2020

Many things have happened since then, including having 2 Corporate Development & Strategy jobs with a large, domestic conglomerate in Jacksonville, Florida and a smaller international technology company in Seattle, Washington. As a Corporate Development & Strategy personnel, my task was to answer these questions.

Valuation 130

Valuation M&A Mergers Mergers and Acquisitions 130

Francine Way

JULY 8, 2017

An open-ended process distracts management, can cause corporate performance to suffer, and opens the possibilities for adverse market conditions. The overall divestiture process looks like: To support the seller’s management team in achieving an acceptable goal, this process is designed to streamline the path to a transaction closing.

M&A 130

M&A Acquisitions Sale Investment 130

Razorpay

JUNE 5, 2023

Financial Statements: From the trial balance, information is then transferred to the three main financial statements – Income Statement, Balance Sheet and Cash Flow Statement. The two balances should always be equal – this is how the trial balance ensures mathematical accuracy.

Accountant 52

Accountant Financial Transaction Financial Statement Business 52

How2Exit

MAY 30, 2023

This is because personal expenses can be mischaracterized as business expenses, which can lead to inaccurate financial statements and ultimately lead to a bad deal. Private equity can be seen as the “big bad wolf”, but there are benefits to selling to a corporate aggregator or private equity consultant.

Private Equity 130

Private Equity Business Equities Investment 130

Cooley M&A

OCTOBER 25, 2018

There are, however, a handful of material differences in approach and legal ramifications that affect corporate transaction structuring and liability exposure that seasoned M&A practitioners should be familiar with. dividends, distributions, transaction costs) in the period from the date of the financial statements to closing.

M&A 40

M&A Mergers and Acquisitions Financial Statement Government 40

RKJ Partners

AUGUST 6, 2017

The following are proactive steps a business owner should take prior to beginning the business sale process: Recasting Financial Statements. This includes a qualified CPA, an attorney with a background in corporate transactional work and an experienced investment banker. Team of Professionals. Current Sales Performance.

Sale 40

Sale Business M&A Financial Statement 40

Sun Acquisitions

MARCH 22, 2024

Mergers and acquisitions (M&A) are pivotal in the corporate world, where businesses come together to create new opportunities and enhance their competitive edge. However, the road to a successful merger is often fraught with challenges and uncertainties. Due diligence is one of the critical steps in this journey.

M&A 59

M&A Mergers Mergers and Acquisitions Risk Assessment 59

M&A Leadership Council

MAY 9, 2024

Here are 32 red flags to watch out for: Inconsistent Financial Records: Discrepancies or irregularities in financial statements, such as unexplained revenue fluctuations or irregular accounting practices, can indicate financial instability or potential fraud.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Debt Accountant 52