Sica Fletcher

MARCH 12, 2024

As one of the most active M&A firms in the insurance sector, we are frequently asked how insurance agency valuations work. This article discusses the fundamentals of insurance agency valuations, plus a few lesser-known factors that play into these processes before we give an overview of the insurance M&A market in 2024.

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Devensoft

JUNE 13, 2023

Purchasing a business is a significant decision that requires careful planning and negotiation. One of the most critical steps in the acquisition process is negotiating the letter of intent (LOI). A letter of intent is a document that outlines the basic terms and conditions of a proposed transaction between a buyer and a seller.

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How2Exit

JULY 29, 2024

Christine rounds out the conversation by sharing her insights on negotiation tactics and how to uncover a business’s value, making this episode a must-listen for aspiring entrepreneurs and seasoned business owners alike. – Christine McDannell "Negotiation is a muscle that you build.

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Lake Country Advisors

FEBRUARY 16, 2024

. ⦁ Asset Evaluation When it comes to selling a manufacturing business, one of the critical components of the valuation process is assessing the value of assets. Asset valuation plays a pivotal role in determining the overall worth of a business, influencing potential buyers’ decisions and negotiations.

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Focus Investment Banking

MARCH 10, 2025

Pass on domain knowledge to team members or document it. This target is negotiated and agreed upon, and the investment banking advisor will play a large role here. These are called addbacks, and are extremely important to valuation. For a successful exit, the answer should usually be Yes.

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Sun Acquisitions

AUGUST 12, 2022

It can sometimes happen that you’re hit with a lawsuit after you’ve completed a business valuation. This is incredibly inconvenient because, following valuation, most owners will have already worked out a reasonably just price for the business. What Documents are Needed to Sell a Business? Contact us today.

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How2Exit

MARCH 1, 2023

Joel believes that a lot of the stuff that people uncover during the negotiation process should have been known before the negotiations process. The client should be familiar with how to work with the professionals, such as lawyers, CPAs, and business valuation companies. Bringing a lawyer in too early can be a mistake.

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How2Exit

MARCH 7, 2023

Additionally, an attorney can help to negotiate and draft the necessary documents to ensure that the deal is legally sound. Additionally, an attorney can help to negotiate the terms of the agreement and ensure that all parties are in agreement. Signing documents without having them reviewed by an attorney is also a mistake.

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Lake Country Advisors

AUGUST 7, 2023

On the other hand, economic downturns may lower business valuations but could also present opportunities for strategic buyers looking for bargains. Negotiating the Sale Once potential buyers have expressed interest, the negotiation phase begins. Closing the Deal Finalizing a business sale entails intricate and meticulous steps.

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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. Negotiating Partnership Terms Negotiating partnership terms is a critical step that prevents future misunderstandings.

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Lake Country Advisors

JANUARY 8, 2024

Whether you’re considering a sale, seeking funding, or making strategic business decisions, an accurate valuation is key. This guide will take you through the basic essentials of business valuation, helping you establish a foundational understanding of business valuation. grasp its significance in small business ownership.

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Lake Country Advisors

DECEMBER 5, 2024

Whether planning for retirement, pursuing new ventures, or aiming to maximize your company’s value, understanding the intricacies of valuation and the selling process is essential. Understanding the Value of Your Construction Business Before listing your construction business for sale, it’s essential to establish an accurate valuation.

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Lake Country Advisors

AUGUST 9, 2024

Preparing Your Manufacturing Business for Sale Conducting a comprehensive business valuation is essential in preparing your business for sale. Conducting a Comprehensive Business Valuation A comprehensive business valuation is crucial when preparing your manufacturing business for sale.

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Sica Fletcher

APRIL 30, 2024

This article presents a step-by-step guide on how to value an insurance agency - both in the sense of how a valuation agency/M&A advisor goes about valuation, and also in terms of what insurance agency owners can do to maximize their valuation prior to running an M&A deal.

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Sica Fletcher

OCTOBER 23, 2024

Who Performs A Valuation? RIA valuations are typically performed by one of three parties: The M&A Advisor A Third-Party Specialist The Seller Themselves Although many sellers attempt to perform their own valuations, we strongly recommend against this.

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Sun Acquisitions

SEPTEMBER 16, 2024

Invest in strategic initiatives to boost your company’s performance and market position, ultimately increasing its valuation. Document Processes and Systems: Documenting your business’s processes, systems, and intellectual property is essential for a smooth transition during an exit.

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Sun Acquisitions

NOVEMBER 27, 2023

Business owners are often emotionally attached to their ventures, making it difficult to remain objective during negotiations. Additionally, the valuation of a business involves much more than just the assets on the balance sheet; intangible factors, such as brand reputation and customer loyalty, also play a crucial role.

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Sun Acquisitions

OCTOBER 31, 2023

Valuation Accurately assessing the value of the target company or one’s business is pivotal. Valuation methods can be complex, considering tangible and intangible assets, earnings potential, and industry trends. Negotiation Once a potential target or buyer is identified, negotiations commence.

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How2Exit

MARCH 21, 2023

This process involves researching the business’s financials, legal documents, and other relevant information. Another important part of due diligence is researching the legal documents associated with the business. This includes contracts, leases, and other documents that are relevant to the business.

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Viking Mergers & Acquisitions

MAY 25, 2023

Find a Dependable Broker Advisor When selling a small business, a good business advisor is your ally from valuation to closing. Understand the Business’s Value A valuation analyzes a business for its financial worth. Read more about our business valuation process in this blog post.)

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Sun Acquisitions

APRIL 17, 2024

You need to understand how much your company is worth, which is essential for setting realistic expectations and negotiating with potential buyers. Valuation can be done through various methods, such as market analysis, income approach, or asset-based valuation.

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Sun Acquisitions

APRIL 10, 2024

You need to understand how much your company is worth, which is essential for setting realistic expectations and negotiating with potential buyers. Valuation can be done through various methods, such as market analysis, income approach, or asset-based valuation.

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Lake Country Advisors

OCTOBER 17, 2024

Organized financial documents will expedite the sale process and position you as a serious seller ready for due diligence. Having these documents in order minimizes delays during the due diligence process and presents your business as well-managed. Operational Systems : Document processes to reduce the learning curve for new ownership.

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Mergers and Inquisitions

JANUARY 24, 2024

Specifically, should we invest €60 million at a pre-money valuation of €1.2 billion and €50 million at a €800 million pre-money valuation if we’re targeting a 3.0x For reference, the case document said to expect profitability by the end of the 5 years. multiple and 30% IRR? new shares get created). forward revenue multiple.

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Sun Acquisitions

JUNE 13, 2024

Step 2: Conduct a Comprehensive Business Valuation Understanding the actual value of your business is crucial for a successful sale. A comprehensive business valuation involves assessing tangible and intangible assets, market conditions, and future growth potential.

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Sun Acquisitions

JULY 1, 2024

Play 3: Showcase Your Play of Strengths A strategic seller understands the importance of showcasing strengths during negotiations. By strategically showcasing strengths, sellers set the stage for negotiations that maximize returns. Collaboration and communication within the team are critical components of this playbook play.

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Sun Acquisitions

AUGUST 16, 2024

From negotiating deal terms to conducting due diligence and securing regulatory approvals, the legal aspects of M&A play a crucial role in the success or failure of the transaction. Litigation Risks: Pending or potential litigation can impact the transaction, affecting valuation, liability, and indemnification provisions.

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How2Exit

MARCH 24, 2023

They can help them with things such as accounting, profit and loss statements, and other financial documents. According to the latest quarter, the average across all industries valuation for a professionally managed business is only a four-point-five times. Additionally, it is important to be creative in the negotiation process.

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Sun Acquisitions

JUNE 15, 2022

Business valuation, according to the Corporate Finance Institute , is the “process of determining the present value of a company or an asset.”. In this post, we’re going to answer why you need to conduct a business valuation, how you can determine your business value, and how to find the best business valuation specialists.

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Viking Mergers & Acquisitions

MAY 18, 2023

A professional valuation will provide vital insight into where your business fits in the broader industry and global e-commerce market. Since these values all mean different things to your company, an advisor or broker will use their expertise to determine the most appropriate figures to use in negotiations.

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Sun Acquisitions

APRIL 24, 2024

You need to understand how much your company is worth, which is essential for setting realistic expectations and negotiating with potential buyers. Valuation can be done through various methods, such as market analysis, income approach, or asset-based valuation.

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Focus Investment Banking

OCTOBER 7, 2024

Updates to this second edition include quality of earnings reports, representation and warranty insurance, how to hire investment bankers, changes to the offering documents, the rise of family offices, and the ubiquity of adjusted EBITDA (earnings before interest, tax, depreciation, and amortization) as a basis for valuation.

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Sun Acquisitions

JULY 6, 2022

Brokers offer a range of wide range of services including: Business valuation. Deal negotiation. They’ll work with you to help you strategically position your business, maximize exposure, and negotiate a favorable price. What Documents are Needed to Sell a Business? Financial recasting. Professional business write-up.

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Sun Acquisitions

DECEMBER 5, 2023

Step 1: Preparation and Valuation Before putting your business on the market, preparing it for sale is crucial. Understanding the actual value of your business is essential, and a professional business valuation can help determine a fair asking price. Valuation methods can vary, including the market, income, and asset-based approaches.

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Sun Acquisitions

DECEMBER 7, 2023

It involves intricate processes, financial negotiations, and a multitude of considerations. By conducting thorough business valuations, they can help you set a realistic and competitive asking price. Skillful Negotiations Negotiating a business sale can be daunting, especially for first-time sellers.

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Chesapeake Corporate Advisors

MAY 7, 2024

They prepare a business valuation (which tells you what the company is worth), market your business to buyers, facilitate meetings between your management and the buyers’, negotiate with finalists, manage the rigorous due diligence process, and coordinate with the rest of your team.

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How2Exit

APRIL 24, 2023

By providing an estimated valuation range, educational resources, and access to small business coaches, business owners can get a better understanding of the process and can make informed decisions. This allows business owners to access more affordable legal documents and services. This is where AI can be a game-changer.

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