Software Equity Group

SEPTEMBER 24, 2024

A term sheet is often used in the early stages of negotiating a venture capital investment or M&A transaction. Since SEG often helps facilitate term sheet discussions, we’ll also share some practical guidance on how to negotiate them and a term sheet template to show you what they look like. What is a Term Sheet?

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IBG

AUGUST 1, 2024

In most business sales, it’s natural for the seller to focus on the price as the defining measure of their company’s market value and their satisfaction with the sale. And there can be a tremendous difference in tax consequences and how you structure the sale.” Double Taxation.

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Sale Business Negotiation M&A 52

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.

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Investment Book-building Sale Business 52

The M&A Lawyer

OCTOBER 19, 2016

Each document in our M&A forms database is available for purchase in Microsoft Word format and reflects what is, in my opinion, a reasonable starting point for drafting and negotiation. That is not to say that each document is ideally suited to every circumstance or to your specific transaction. Principal Transaction Agreements.

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M&A Mergers and Acquisitions Sale Bulge Bracket 130

How2Exit

MARCH 31, 2024

With a career spanning over a decade, Patrick has become an industry-agnostic specialist, facilitating financial diligence, quality of earnings, purchase price negotiation, and offering comprehensive partnership support to his clients. rn rn rn Emotional readiness and concessions are critical in M&A transactions.

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Business Mergers and Acquisitions Securities M&A 130

IBG

AUGUST 15, 2024

This article is number two in a three-part series that offers a very general overview of how understanding the taxes and terms of a business sale can help a seller discern the true value of an offer and, in a competitive bidding scenario , recognize which offer constitutes the best deal. Will the deal be a stock sale or an asset sale?

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Sale Business Stock Finance 52

Focus Investment Banking

SEPTEMBER 3, 2024

So to match the pace of automotive deals and because we find it more effective, we employ a two-stage sale process. A two-stage sale process involves first getting indications of interest (IOIs) from as many buyers as we can and then narrowing down that buyer pool by inviting the more serious ones to submit formal letters of intent (LOIs).

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Sale Business Negotiation Valuation 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.

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M&A Corporation Mergers and Acquisitions Mergers 52

How2Exit

FEBRUARY 23, 2023

Small and medium-sized businesses (SMBs) are typically characterized by their relatively small number of employees, revenue, and market share compared to large corporations. It is also important to be proactive and persistent in the negotiation process. Negotiating with empathy is an important part of successful negotiation.

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Business Negotiation DCF Acquisitions 130

Francine Way

MAY 16, 2017

We have spent the last few posts looking at debt and it can be useful to a corporate borrower; as well as negative impacts debt can pose to the capital structure. Through the sale of the business: A lender of this type gets paid when the company is sold; it gets priority over any distributions to shareholders.

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Periculum Capital

DECEMBER 23, 2022

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has completed the sale of Interactions Incorporated dba Hoosier Refreshment Company (“Hoosier Refreshment” or the “Company”), an Indiana-based beverage distributor, to WP Beverages, LLC, a subsidiary of Wis-Pak, Inc. (“Wis-Pak”). Terms of the deal were not disclosed.

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Sale IT Advisory Negotiation 52

IBG

APRIL 4, 2023

In a business sale, the letter of intent is a vital document, and sellers need to thoroughly understand its purpose and scope. The tail goes with the hide” – mimicking his dad’s favorite term for a clean business sale – “and he wants to close in 90 days. I’m going to fax this to you and Larry” (their corporate attorney).

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Sale Business Negotiation M&A 52

Cleary M&A and Corporate Governance Watch

MAY 12, 2023

In a recent decision, the Delaware Court of Chancery grappled with the question whether—and to what extent—claims for breach of fiduciary duty can be waived ex ante in a corporate shareholder agreement. Specifically, in New Enterprise Associates 14 LP v. in the case of fraud). [3] in the case of fraud). [3] in the case of fraud). [3]

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Corporation Investors Negotiation M&A 52

Lake Country Advisors

JULY 25, 2024

These matters are pertinent to a business sale, as Harvard Business Review estimates that 70% to 90% of deals fail to achieve desired results, often because of inadequate due diligence. Review corporate documents. This requires you to: Review marketing strategies and sales performance. Negotiate the terms and conditions.

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Business Mergers and Acquisitions Negotiation Risk Assessment 104

IBG

MARCH 14, 2024

In virtually every business sale, the purchase agreement contains a section in which the seller makes certain “representations and warranties” (R&Ws) regarding the state of their company. Whether and how the policy premium will be split between buyer and seller is a matter for negotiation. “No

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Sale Business M&A Insurance 52

How2Exit

OCTOBER 9, 2023

On the show, he shares his story of how he got into the industry, starting with a corporate job in institutional banking working with high net worth clients to help them invest. Simon also emphasizes the importance of legacy in business exits and the impact of money on business negotiations.

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Periculum Capital

MARCH 8, 2024

a leading provider of reality capture 3D scanning and data integration services for digital twin and building information modeling solutions, in its sale to SAM, the nation’s leading provider of professional Managed Geospatial Services™ and Inspection services across the utility, transportation, and broader infrastructure markets.

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Sale IT Capital Advisory 52

Periculum Capital

JULY 13, 2023

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it advised Pet Palace Enterprises, LLC (“Pet Palace” or the “Company”), a Columbus, OH based provider of pet boarding, daycare, and grooming services, in its sale to Destination Pet. in its Sale to Destination Pet appeared first on Periculum Capital.

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How2Exit

SEPTEMBER 9, 2024

He has a strong background in mergers and acquisitions (M&A) from his corporate life, including travel and transactions across Europe. Steve discusses the importance of understanding the motivations behind a business sale, the significance of cash flow analysis, and common red flags to watch out for during financial evaluations.

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M&A Mergers and Acquisitions Financial Analysis Financial Statement 130

Peak Frameworks

AUGUST 15, 2023

For instance, in an earnings report, instead of saying, "The company's financial performance exceeded expectations due to robust sales growth," you might write, "Robust sales growth boosted the company's financial performance." And remember, a well-proofread document is non-negotiable. Tailor your language to your audience.

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Business Corporation Finance Finance 52

Lake Country Advisors

MARCH 21, 2024

Understanding the tax considerations in cross-border business sales is crucial in today’s global market. Here, we delve into the critical tax aspects of cross-border sales, aiming to arm sellers and buyers with the necessary insights for effective negotiations.

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Sale Business Capital Profitability 52

Francine Way

MAY 14, 2017

Similarly, not all corporate debt instruments are created equal and each comes with pros and cons. Meaning, the required debt payments will focus management’s attention on using cash flows to pay down debt over time (as opposed to spending the money on non-high return perks, such as corporate jets, expensive off-sites, and more).

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Debt M&A Trading Capital 130

How2Exit

MARCH 21, 2023

Additionally, it is important to understand the company’s corporate structure and any potential legal issues that may arise. Additionally, it is important to ensure that any personal expenses are removed from the books before the business is put up for sale.

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Business Accountant Book-building Negotiation 130

Chesapeake Corporate Advisors

MAY 7, 2024

Why You Need a Team of Trusted Advisors The right team of professionals will help you understand the nuances and complexities of the sale process, prepare you for what to expect, and guide you across the finish line successfully.

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Business Sale M&A Negotiation 52

RKJ Partners

AUGUST 6, 2017

Business owners, and their senior management teams, often underestimate the importance of planning for a business sale, which, when coupled with unwarranted optimism around transaction readiness, can often result in value being left on the negotiation table. It is crucial to understand the tax implications of a sale in advance.

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Sale Business M&A Financial Statement 40

Periculum Capital

NOVEMBER 15, 2022

Their skillful negotiating, creativity, and unwavering commitment to me was so much more than I ever expected to receive from an M&A advisor.” About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

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Sale IT Government M&A 52

Chesapeake Corporate Advisors

MAY 24, 2024

If you are considering selling the business you have worked hard to build, you want a smooth sale process and an optimal outcome. Sell-side QofE reports have become more common in recent years as sellers better understand its value to the sale process. Due Diligence Preparation As the saying goes, time kills all deals.

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Business Negotiation Investment Banking Sale 52

How2Exit

SEPTEMBER 2, 2024

E241: Diving Deep into SME Acquisitions: Essential Insights, Strategies, and Success Secrets - Watch Here About the Guest(s): Danny O'Neill : Danny O'Neill is a seasoned entrepreneur with a rich background in sales and marketing. For example, Danny focuses on rapport building and sales, while Cian handles the financials.

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Software Equity Group

JULY 9, 2024

Software executives may maintain their current role with their company post-sale or even take on additional responsibilities at the acquiring company or its board of directors. However, to maximize the chances of a profitable outcome, founders must proactively prepare for the sale. Who Really Owns Your Company?

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Sale Corporation M&A Negotiation 52

Chesapeake Corporate Advisors

OCTOBER 24, 2022

Chesapeake Corporate Advisors Serves as Exclusive Financial Advisor Baltimore, MD – October 24, 2022 – Chesapeake Corporate Advisors (“CCA”) is pleased to announce it has served as the exclusive financial advisor to Rendia, Inc. CCA has worked alongside our team for years, advising on our value creation and corporate strategies.

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Advisory Investment Banking Corporation Healthcare 52

Sun Acquisitions

MARCH 8, 2022

Corporate Tax Returns (dating back two to three years). Every document – financials, customer records, vendor contracts, sales reports, expense reports, tax returns – will be carefully examined. They are verifying the claims made in the initial negotiation stages. Seller’s Discretionary Earnings. Accounts Payable Reports.

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Business M&A Finance Finance 98

How2Exit

MAY 20, 2024

Carl later transitioned from billion-dollar corporate deals to acquiring and selling smaller businesses, marking a shift towards Main Street M&A. rn Key Takeaways: rn rn rn The transition from corporate to Main Street M&A involves a significant emphasis on seller psychology and building rapport with business owners.

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Sun Acquisitions

JUNE 15, 2023

Sun Acquisitions is pleased to announce the acquisition of Redi-Tag Corporation from Identity Group by its Buy-Side client TOPS Products. After targets are identified and screened, Sun Acquisition provides advisory services including valuation, drafting and negotiating offer letters, and due diligence support.

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Midaxo

APRIL 25, 2023

How to outline the process for negotiating deal terms and determining valuation? It provides a strategic roadmap for identifying, evaluating, negotiating, and integrating potential M&A transactions. Evaluate the target’s corporate governance structure and practices. How to develop an acquisition strategy?

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Sun Acquisitions

JUNE 5, 2024

This article delves into how Mergers and Acquisitions (M&A) can streamline the exit process for HVAC business owners, focusing on finding the right buyer and maximizing profits during the sale. This involves detailed planning around the integration of operations, strategies, and corporate cultures.

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M&A Business Mergers and Acquisitions Sale 52

Lake Country Advisors

FEBRUARY 25, 2024

The landscape of business transactions, encompassing sales, acquisitions, and mergers, is complex and multifaceted. Specializing in the sale and purchase of small to medium-sized businesses, business brokers play a pivotal role alongside M&A advisors, who navigate larger and more complex transactions.

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Broker M&A Business Mergers and Acquisitions 52

Shearman & Sterling

APRIL 6, 2021

in connection with its sale of a wholly-owned subsidiary, Deluxe Media Inc. ("Target"), to defendant, an affiliate of a private equity firm, DLX Acquisition Corporation. Deluxe Ent. DLX Acquisition Corp., CV 2020-0618-MTZ (Del.

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