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.

Investment 52

Investment Book-building Sale Business 52

RKJ Partners

AUGUST 6, 2017

Meanwhile, equipment financing allows a company to borrow against the equipment it purchases, such as computers, manufacturing equipment or other assets, and frees up the equity dollars that would have otherwise been spent to obtain such items for higher value add use, namely research and development or sales and marketing.

Debt 40

Debt Capital Raising Capital Equities 40

Razorpay

FEBRUARY 6, 2024

1,00,000 1% 2% 194D Payment of insurance commission to domestic companies Rs. 15,000 NA 10% 194D Payment of insurance commission to companies other than domestic ones Rs. 15,000 5% NA 194DA Maturity of Life Insurance Policy Rs. 1,00,000 1% 2% 194D Payment of insurance commission to domestic companies Rs.

Insurance 98

Insurance Government Business Bank 98

Growth Business

JULY 25, 2024

By Anna Jordan on Growth Business - Your gateway to entrepreneurial success A merchant cash advance is an alternative finance method where you sell a portion of your future sales to your provider in exchange for a lump sum upfront. If you have a good month card sales-wise, remember that a higher percentage will be taken and factor that in.

Finance 98

Finance Finance Business Sale 98

IBG

JANUARY 31, 2023

If you have been through a business purchase or sale, you have likely experienced the unique tension and strife common to that phase of the deal known as “due diligence.” While it takes work, due diligence helps squeeze risk out of a sale, protecting the buyer and the seller. The benefits to the seller may not end there, Frye noted.

Sale 52

Sale Business M&A Mergers and Acquisitions 52

Sica Fletcher

JULY 1, 2020

Update on Private Equity and Insurance Brokerages In our ,, previous article , we reported that the COVID-19 pandemic had not diminished the pace of mergers and acquisitions transactions we are seeing in the insurance agency and brokerage sector. Over 70 PE firms involved themselves in our sales processes.

Private Equity 52

Private Equity Insurance Debt Equities 52

The TRADE

SEPTEMBER 13, 2024

This acquisition further expands our growing distribution network by over 500 clients, including banks, insurance companies, private debt funds, mutual funds and private wealth managers,” said Anthony Di Ciollo, global head of fixed income at StoneX. Fixed income broker Octo Finances is in Paris.

Broker 52

Broker Finance Finance Debt Capital Markets 52

Razorpay

AUGUST 20, 2023

The amount tends to be recurring regardless of sales or production. Some of the common fixed costs are employee salaries, interest, rent, insurance, lease, insurance, utility payments, phone service, advertising costs, amortization, and more. Tip 2: Conduct research and choose insurance plans that come with lower premiums.

Business 52

Business Profitability Sale Utilities 52

Mergers and Inquisitions

MAY 3, 2023

To be fair, in some industries – like commercial banks and insurance within FIG – the DDM is a core valuation methodology. You usually link Revenue to market share * market size or units sold * average selling price, with expenses linked to Capacity, unit sales, or another top-level driver. But outside of those, its status is murkier.

Valuation 64

Valuation DCF Debt Financial Models 64

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. Examine debt and credit history. This requires you to: Review marketing strategies and sales performance. Review insurance coverage.

Business 104

Business Mergers and Acquisitions Negotiation Risk Assessment 104

Razorpay

JULY 25, 2023

It is a process of documenting expenses, incomes, sales and purchases over a specific time period. Offerings like the RazorpayX payroll facility enables businesses to automate payments in advance, offer insurance plans to employees and streamline business operation. What is Corporate Accounting?

Accountant 98

Accountant Corporation Financial Statement Business 98

Wall Street Mojo

JANUARY 17, 2024

The investing activities comprise the long-term asset purchase or sale. Add to it all the incoming cash from various sources like cash sale of goods or services, proceeds from the sale of assets or investments, the funds acquired by the issue of shares or through bank loans, etc. read more like salaries, taxes, etc.

Accountant 98

Accountant Finance Finance Profitability 98

Mergers and Inquisitions

MARCH 13, 2023

Remember that, normally, a bank issues loans and then finds the liabilities (deposits, debt, etc.) Immediately after this sale, the bank also announced plans to raise additional equity and convertible preferred stock. Deposits up to $250K are insured in the U.S., to back them. But commercial banking is a different story.

Bank 123

Bank Banking Funds Government 123

Devensoft

JUNE 1, 2023

Debt and liabilities: assess the company’s debt levels and liabilities to determine whether it can manage its obligations during economic uncertainty. What is the target company’s current debt position, and what is their plan for managing any potential financial risks that may arise due to the economic uncertainty?

Economics 98

Economics M&A Management Financial Statement 98

Chesapeake Corporate Advisors

MAY 2, 2023

Most owners enter the sale process with a figure in mind. Additionally, if you decide to roll equity to get a “second bite of the apple,” through a subsequent sale, it will result in less cash today but provides additional upside down the road. A stock transaction will be better for a seller than an asset purchase.

Business 52

Business Investment Banking Corporation Advisory 52

Sun Acquisitions

NOVEMBER 29, 2022

Whatever your motivation for selling, we’re sure you want a seamless transition in which you walk away with a decent profit from the sale. 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. Client base.

Business 52

Business Valuation Broker Book-building 52

Razorpay

DECEMBER 20, 2023

No interest: You don’t accumulate debt as with credit cards. To accept debit card payments, businesses need a point-of-sale (POS) terminal for in-store transactions or an online payment gateway for digital transactions. However, they can lead to interest charges and potential debt accumulation if not managed efficiently.

Accountant 52

Accountant Business Bank Banking 52

Growth Business

NOVEMBER 23, 2023

They are thematic investors in fintech (financial services, real estate, insurance) and deep tech (AI enabled transformation, security, IoT), across B2C, B2B and B2B2C businesses. mortgages, insurance) software (e.g. MMC Ventures Offers EIS funding to between 8-12 tech businesses each year with sales of at least £1m each.

Investment 111

Investment Funds Capital Investors 111

Razorpay

MAY 11, 2023

This means that the personal assets of the partners are protected from any business debts or legal liabilities incurred by the LLP. Basically, an unsettled debt. Only the LLP assets are liable for paying off its debts if the LLP decides on winding up. Hence most LLPs would have to rely on funding from promoters and debt funding.

Accountant 52

Accountant Business Bank Banking 52

GillAgency

FEBRUARY 10, 2022

Do not use your company email to discuss anything regarding the sale with anyone. After the sale your email and files will become the property of your buyer. And soon, Baby Boomers are going to a big percentage of all the businesses for sale. 15.4.3 Do not feel uncomfortable to push back.

Business 52

Business Sale Broker IT 52

How2Exit

MARCH 1, 2023

Finally, creative insurance products may also be available, but this is an area that requires expert advice and research. Real estate transactions involve the sale of a property, such as a dental office or a single building. Finding a different deal may be the best option when it comes to environmental liability.

M&A 130

M&A Business Mergers and Acquisitions Negotiation 130

Focus Investment Banking

SEPTEMBER 4, 2024

PE refers to a form of investment where institutional investors—such as pension funds, mutual funds, and insurance companies—as well as wealthy individuals, provide capital to PE firms. tailwinds for a successful business sale as agreement terms tend to favor sellers over acquirers in an active M&A landscape.

Business 52

Business M&A Private Equity Investors 52

How2Exit

MARCH 24, 2023

To do this, he obtained his insurance and securities licenses and started helping developers raise money. As the economy trends towards recession, debt becomes more expensive, making it harder for small businesses to sell. He wanted to be able to invest in larger projects and help developers raise money.

M&A 130

M&A Business Mergers and Acquisitions Investors 130

Razorpay

FEBRUARY 8, 2024

Once the payment is processed, the “Accounts Payable” account is debited and the “Cash” or “Bank” account is credited, signifying the settlement of the debt and the reduction in your liabilities. Let’s say a bakery purchases flour from a vendor on credit.

Accountant 52

Accountant Business Management Debt 52

Focus Investment Banking

JANUARY 10, 2025

There’s also continued insurance challenges and a whole lot more. They’re doing $3,000,000 in sales at a 10% EBITDA profitability margin. By the time of this recording for 2023, sales for Gerber were $2.9 That valuation depending on how you look at it, boils down to 193% of sales or about 15 times EBITDA.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52

Cooley M&A

DECEMBER 15, 2020

The lawsuit arose from the contemplated sale of a hotel portfolio, consisting of 15 luxury hotels located throughout the US. The portfolio was owned by Strategic Hotels & Resorts LLC, a Delaware limited liability company and indirect subsidiary of Anbang Insurance Group, a corporation organized in the People’s Republic of China.

M&A 40

M&A Business IT Negotiation 40

How2Exit

MARCH 12, 2023

All parties should be aware of any legal obligations that they may have in the event of a sale or merger. Additionally, all parties should be aware of any legal obligations that they may have in the event of a sale or merger. In addition to documenting ownership, it is also important to insure ownership.

M&A 130

M&A Business Insurance Mergers and Acquisitions 130

Mergers and Inquisitions

OCTOBER 11, 2023

But it’s also important when a commercial real estate loan refinancing occurs, as the amount of new debt is based on the property’s value. The exit opportunities are also quite good because many appraisal professionals get into development, investment sales, lending, and even real estate private equity roles.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

Sica Fletcher

FEBRUARY 9, 2021

As we have reported throughout the year, the M&A market for insurance brokers remained at peak, pre-pandemic levels despite all of the public health, political, social, and economic dislocations. S&P reported that the number of insurance brokerage transactions closed in 2020 slightly exceeded those in 2019.

Capital 52

Capital IT Economics Insurance 52

The TRADE

FEBRUARY 3, 2025

Octo Finances specialises in bond and convertible sales, debt capital markets, and credit research, serving clients including: banks, insurance companies, private debt funds, mutual funds, and private wealth managers.

Finance 59

Finance Finance Debt Capital Markets Debt 59

Mergers and Inquisitions

NOVEMBER 20, 2024

Communication/presentation skills and technical/modeling/deal skills are all quite important, but “sales skills” are also crucial if you’re interviewing at a firm with significant sourcing. If the company executes well, it could easily reach $250 – $300 million in sales over the next 5 years, up from $90 million at the time of the deal.”

Private Equity 59

Private Equity Equities Capital Valuation 59

Focus Investment Banking

MARCH 27, 2025

Business owners should start by evaluating their financial structure, understanding fair market rent, and optimizing operations before considering a sale. Giorgio emphasizes that having a clear succession plan, even if an immediate sale isnt in the works, can significantly impact long-term profitability and stability.

Profitability 52

Profitability Private Equity IT Mergers and Acquisitions 52

Mergers and Inquisitions

MARCH 19, 2025

Modest CapEx Requirements If you look at Damodarans data on capital intensity by sector , certain verticals were below the average 4 5% Net CapEx / Sales reported by U.S. So, PE firms dont have much room to boost sales, cut costs, or do roll-ups because the industry is already quite concentrated. So, what is Sycamores plan?

Private Equity 59

Private Equity Retail Equities Mergers and Acquisitions 59