How2Exit

SEPTEMBER 15, 2024

Underwriting and Closing Phases Following pre-approval, the underwriting phase dives deeper into the financial validation and creation of the SBA credit memo. As Ray points out, the complexity and detail of this process can vary greatly: "Underwriting, I would expect to take place within about two weeks.

Business 130

Business Acquisitions Underwriting Finance 130

OfficeHours

AUGUST 7, 2023

Skim through the rest of the document, but don’t put pressure on yourself to memorize every single detail. Remember that a sellside’s projections will almost always be more aggressive than a PE firm will underwrite, so you’ll want to haircut them significantly.

Investment 130

Investment Business Underwriting IT 130

How2Exit

OCTOBER 10, 2023

rn rn The Boopos Approach rn Boopos takes a unique approach to underwriting businesses by evaluating them as if they were the ones buying the company. With this in mind, Braschi founded Boopos in early 2021 with the goal of helping entrepreneurs acquire businesses through a streamlined and flexible financing process.

Funds 130

Funds Business Mergers and Acquisitions Finance 130

Razorpay

JULY 24, 2024

Underwriting: Assess the business’s financial stability, creditworthiness, and risk profile. What Documentation is Required for Merchant Onboarding? Registration Documents: These include incorporation papers or registration certificates. Periodic reviews verify and validate provided documents.

IT 40

IT Business Risk Assessment Risk Management 40

Cooley M&A

MARCH 1, 2019

Undertaking an IPO typically takes three to six months and a large part of the timetable is influenced by third parties who help prepare and review the offer document. As for any transaction, timing is one of the key considerations and will determine whether a dual-track process is suitable.

IPO 52

IPO Valuation M&A Business 52

Razorpay

SEPTEMBER 12, 2024

Automated KYC Processes AI-assisted systems handle Know Your Customer (KYC) documentation by cross-referencing information with databases and detecting discrepancies. Its instantaneous data processing will prove vital for risk analysis and credit underwriting. Which Businesses is Getting Benefits of AI Payments?

Financial Institution 52

Financial Institution Business Securities IT 52

How2Exit

AUGUST 8, 2023

This ensures that the sale-leaseback investor only needs to underwrite one credit and balance sheet, simplifying the process. rn The podcast also emphasizes the need for thorough legal documentation when dealing with real estate in business transactions.

Sale 130

Sale Mergers and Acquisitions Business Funds 130