Wizenius

JUNE 25, 2023

Choosing comparable companies within the same geographic area improves the comparability of financial performance. Justification: Document and provide a rationale for the selection of specific comparable companies. Master the art of investment banking and financial modeling with our comprehensive online course.

Valuation 52

Valuation Financial Modeling Financial Models Investment Banking 52

Wall Street Mojo

JANUARY 4, 2024

Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements. Relevance and Use The basis of the daily accrued interest formula is based on accrual-based accounting. read more for reporting income or expenses.

Accountant 98

Accountant Financial Modeling Financial Models Financial Statement 98

Wall Street Mojo

JANUARY 15, 2024

Types The AIS is considered to have the following three types, as explained in details below: Manual – As the name suggests, the system is managed on a manual basis, with the use of documents like journal, ledger, invoices, bills, sales and purchase order details, subsidiary and special journals, etc. read more , etc. #3

Accountant 98

Accountant Financial Modeling Financial Models Financial Statement 98

Wall Street Mojo

FEBRUARY 8, 2024

The insurance company can save on their funds and avoid the hassle of documentation and paperwork very frequently. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements.

Insurance 98

Insurance Medical Financial Modeling Financial Models 98

Wall Street Mojo

JANUARY 16, 2024

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

Corporation 98

Corporation Profitability Financial Modeling Financial Models 98

Wall Street Mojo

JANUARY 15, 2024

Inspection involves examining documents, records, and tangible assets, providing tangible proof of financial transactions. Audit evidence must be directly related to the financial statement assertions being tested, ensuring its significance in supporting the auditor’s conclusions. which can be internal or external.

Financial Statement 52

Financial Statement Financial Modeling Financial Models Accountant 52

Sun Acquisitions

SEPTEMBER 5, 2024

Tools can conduct sentiment analysis, financial modeling, contract review, and risk assessment, enabling due diligence teams to focus on high-value tasks and make data-driven decisions. Advanced algorithms can sift through vast datasets, identify patterns, and extract actionable insights quickly and accurately.

M&A 64

M&A Mergers and Acquisitions Collaboration Risk Assessment 64

Wall Street Mojo

JANUARY 18, 2024

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

Accountant 98

Accountant Book-building Financial Statement Financial Modeling 98

Wall Street Mojo

JANUARY 17, 2024

Statement of Cash Flows Definition A Statement of Cash Flow is an accounting document that tracks the incoming and outgoing cash and cash equivalents from a business. Thus, it accounts for a company’s financial standing and reveals the corporate efficiency in managing its cash and liquidity position.

Accountant 98

Accountant Finance Finance Profitability 98

Peak Frameworks

MAY 2, 2024

The Role of Financial Analysis in Vertical Mergers Financial analysis underpins the decision-making process, involving: Financial Modeling: Creating models to forecast the financial performance of the merged entity.

Mergers 52

Mergers Mergers and Acquisitions Financial Analysis Discounted Cash Flow 52

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

iMerge Advisors

APRIL 8, 2025

litigation, debt) are disclosed Team & Org: Document key roles, retention plans, and any dependencies on founders or key personnel Many founders underestimate the time and effort required here. Close and Transition After diligence and final documentation, the deal moves to closing.

M&A 40

M&A Valuation Private Equity Negotiation 40

Wall Street Mojo

JANUARY 17, 2024

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

Financial Modeling 52

Financial Modeling Financial Models Insurance Valuation 52

iMerge Advisors

APRIL 16, 2025

In our experience at iMerge, companies that proactively document and defend these attributes tend to command higher multiples and face fewer hurdles during due diligence. Neglected Documentation: Lack of technical documentation, version control, or audit trails can reduce buyer confidence.

Valuation 40

Valuation M&A Engineering Negotiation 40

Mergers and Inquisitions

JUNE 14, 2023

A long time ago, most questions were about Excel, financial modeling , and how to find data quickly. Whenever internships begin, we get a lot of questions about how to “prepare quickly.” Today, they’ve shifted to programming languages, automation tools, and AI (e.g., can InternGPT do everything for you?).

Investment Banking 71

Investment Banking Bank Banking Investment 71

iMerge Advisors

APRIL 9, 2025

Document IP and contracts : Ensure all software code, licenses, and customer agreements are properly documented and assignable. Firms like iMerge specialize in helping software founders prepare for exit, from financial modeling to buyer outreach.

Valuation 40

Valuation M&A Profitability Discounted Cash Flow 40

Wall Street Mojo

JANUARY 16, 2024

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

Accountant 52

Accountant Bank Banking Financial Modeling 52

Cooley M&A

JULY 9, 2021

Buyers should keep a detailed record of any internal discussions and deliberations regarding deal price, and carefully document the type and amount of expected synergies reflected in the deal price, as synergy reductions will help to counteract any upward adjustment for increases in value. Adjustments to Deal Price for Synergies.

Mergers and Acquisitions 52

Mergers and Acquisitions Sale Shares Entertainment 52

Mergers and Inquisitions

AUGUST 2, 2023

Normally on this site, I write about a mix of careers, sectors within finance, financial modeling topics, and current events. It goes back to what I stated in my article about ChatGPT and investment banking in January: it’s good for summarizing code/documents and can sometimes help with writing code.

Investment Banking 59

Investment Banking IT Finance Finance 59

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Collateralized Debt Obligation (CDO) (wallstreetmojo.com) The rise and demise Collateralized Debt Obligation assets turned out to be a cyclical process, initially reaching the top because of its inherent benefits, but ultimately collapsing and leading to one of the largest financial crises.

Debt 52

Debt Bank Banking Investors 52

How2Exit

JULY 3, 2023

The speakers acknowledge that sellers may not have the expertise or experience in certain areas, such as legal documents and the law. By having advisors who specialize in specific areas, such as legal matters or financial analysis, sellers can ensure that all aspects of the deal are properly addressed and negotiated.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Mergers and Inquisitions

AUGUST 7, 2024

If you’ve read this site for a long time, you probably know that we focus on creating financial modeling courses and guides. Instead, you also get: Resume/CV and Cover Letter Editing – You can go back and forth until you get the documents you’re happy with.

Investment Banking 82

Investment Banking Bank Banking Investment 82

How2Exit

APRIL 10, 2023

They advise their clients to understand where the money is coming from, and to do draft documents, redacting the specific name of the deal until they have it secured. Additionally, companies should consider providing investors with informational materials, such as financial models and presentations.

Capital 130

Capital Investors Investment Broker 130

Mergers and Inquisitions

AUGUST 16, 2023

Communication Skills and Some Technical Knowledge – Since most PE firms do growth-oriented deals, financial modeling and technical skill are a bit less important than communication skills – as you’ll need these skills to source deals and meet local entrepreneurs.

Private Equity 94

Private Equity Equities Recruitment Funds 94

Software Equity Group

APRIL 9, 2024

Typical documents exchanged during the due diligence phase of an M&A transaction include documents such as the CIM, financial models, customer analysis, employee census, vendor agreements, sales contracts , intellectual property such as trademarks and copyrights, and so on.

Negotiation 52

Negotiation M&A Investors Shares 52

Mergers and Inquisitions

JULY 26, 2023

Search fund founders need interns for countless tasks: filtering/screening companies, conducting due diligence, reviewing company documents, and, once the deal closes, reviewing the company’s financial performance. OK, So Where Does the Search Fund Internship Come into Play?

Private Equity 52

Private Equity Investment Banking Funds Equities 52

Mergers and Inquisitions

MAY 24, 2023

If you want more, there are several Sum of the Parts lessons in the valuation sections of our Financial Modeling Mastery course. You need to understand deals and take a strong view of them to succeed, but you don’t grind through all the documents and process work yourself.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Mergers and Inquisitions

DECEMBER 4, 2024

Here’s a good example for the Aloha Stadium redevelopment project , which has a very aggressive projected improvement: Sports Accounting, Valuation, and Financial Modeling We’ll focus on teams and leagues in this section because the other verticals are covered in the other industry group articles on the site.

Investment Banking 105

Investment Banking Bank Banking Investment 105

Mergers and Inquisitions

JANUARY 22, 2025

People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. So, for example, quarterly financial models are more common in equity research, as are detailed bottoms-up models used in initiating coverage reports.

Investment Banking 64

Investment Banking Equities Bank Banking 64

Wall Street Mojo

JANUARY 18, 2024

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

Financial Modeling 52

Financial Modeling Financial Models Accountant Insurance 52

Software Equity Group

FEBRUARY 26, 2025

Step 3: Prepare Materials That Drive Results Once the ideas and strategy are in place, its time to meticulously prepare the documentation thats needed to attract serious buyers. Financial Model: A summary of your companys financial position that showcases your past performance while also forecasting its growth potential.

M&A 52

M&A Negotiation Valuation Financial Modeling 52

Lake Country Advisors

JANUARY 13, 2025

M&A advisors emphasize: Confidential Offering Memorandum : A professional document highlighting your companys financial performance, growth opportunities, and competitive strengths. Create Due Diligence and Legal Documentation Due diligence is essential to building buyer confidence.

Broker 52

Broker M&A Business Negotiation 52

Lake Country Advisors

FEBRUARY 6, 2025

Trade secrets, financial models, and operational methods are critical assets that must remain protected to preserve market advantages. Initial stages may involve basic financial metrics, with more detailed disclosures occurring only after the buyer demonstrates genuine interest and capability.

Broker 72

Broker Sale Business Securities 72

iMerge Advisors

APRIL 12, 2025

To avoid this, invest in pre-market readiness: Clean up financials and ensure GAAP compliance. Document key metrics like CAC, LTV, NRR, and churn (see SaaS Key Performance Metrics and Valuation Multiples ). Any red flags can be used to justify a lower offer or more aggressive terms.

Negotiation 40

Negotiation M&A Valuation Private Equity 40

Lake Country Advisors

MARCH 13, 2025

Brokers rely on data-driven research, financial modeling, and industry-specific insights to determine an accurate market price. They also facilitate financial standardization, ensuring documentation formats comply with state and national accounting practices so buyers can accurately evaluate financial performance.

Broker 52

Broker M&A Business Negotiation 52