How2Exit

FEBRUARY 12, 2024

b' E185: Mid-market M&A Advisory Services in a Changing Economic Landscape with Steve Conwell - Watch Here rn rn About the Guest(s): rn Steve Conwell is a co-founder of Final Ascent, a mid-market M&A advisory firm specializing in exit planning and succession strategies.

M&A 130

M&A Advisory Economics Mergers and Acquisitions 130

How2Exit

NOVEMBER 6, 2023

He highlighted the need to have all legal and financial documents in order, including operating agreements, board minutes, and properly categorized financial statements. Buyers are looking for businesses with a solid foundation and a management team that can continue to drive growth and profitability.

IT 130

IT M&A Business Mergers and Acquisitions 130

Peak Frameworks

MAY 2, 2024

This approach requires careful consideration to ensure that reported revenues accurately represent economic reality. Journal Entries and Record-Keeping: Proper record-keeping through journal entries ensures that credit sales, returns, and allowances are accurately reflected in the financial statements.

Sale 52

Sale Accountant Financial Statement Business 52

Lake Country Advisors

JANUARY 8, 2024

An earnings-based approach effectively captures the company’s value by focusing on these stable earnings and the potential for future profitability. These are just a few of the many macro-economic conditions’ valuation analysts take into consideration when valuing.

Business 52

Business Valuation Mergers and Acquisitions Negotiation 52

Sun Acquisitions

DECEMBER 15, 2023

Neglecting due diligence can also open the door to legal and financial disputes after the sale. This should include financial statements, tax records, legal documents, customer contracts, employee agreements, and other relevant information.

Business 59

Business Sale Financial Statement Profitability 59

Devensoft

MAY 19, 2023

To increase your chances of a profitable acquisition, it’s important to look for certain characteristics in potential deal targets. Overview of the 10 Characteristics for Successful Deal Targets Strong Financial Performance : Analyze consistent revenue growth, healthy profit margins, and a solid balance sheet.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Acquisitions Management 52

Lake Country Advisors

APRIL 15, 2024

The income approach looks at how a business can generate profit in the future, discounting future cash flows to their present value. Economic and industry-specific trends impact business value. A booming market may increase it, while economic downturns or industry slumps can decrease it. Account for market conditions.

Negotiation 69

Negotiation Sale Business Broker 69

Sun Acquisitions

MARCH 29, 2024

Assess the Seller’s Financial Health: One of the primary concerns in any seller financing deal is the financial health of the seller. Conduct a comprehensive economic assessment to ensure the seller can provide the financing. This involves reviewing their financial statements, cash flow, and creditworthiness.

Mergers and Acquisitions 64

Mergers and Acquisitions Finance Finance Acquisitions 64

Sun Acquisitions

MARCH 8, 2022

Financial Documents Needed to Sell a Business. Personal Financial Statement (to be completed by buyers). Internal Profit & Loss Statements (dating back two to three years). Sometimes it’s simply bad timing – trying to sell during an economic downturn or when the business is in financial distress.

Business 98

Business M&A Finance Finance 98

Peak Frameworks

MAY 22, 2023

Components of the Accounting Equation Assets are resources owned by a company that has economic value and can be converted into cash or provide future benefits. These ratios are essential for assessing a company's performance, profitability, and financial health. For example, Apple Inc. reported total assets of $338.16

Accountant 52

Accountant Equities Debt Private Equity 52

Lake Country Advisors

AUGUST 7, 2023

The current market conditions and economic landscape have created a fertile environment for business sales. Buyers will meticulously scrutinize your financial health, growth potential, and key performance indicators (KPIs) to determine the potential return on their investment.

Business 96

Business Sale Negotiation Broker 96

M&A Leadership Council

JUNE 18, 2024

Data Collection: Gather relevant data and documents, such as financial statements, legal filings, operational reports, and market analyses: Collect historical and current financial statements, including balance sheets, income statements, and cash flow statements.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

Focus Investment Banking

MAY 22, 2023

You’ve spent years, if not decades, building your firm and working in the trenches to maximize revenue and profits, and now you’re at an inflection point. Most small business owners are nimble, and when they make a decision, they move quickly because that’s how they’ve survived so many economic cycles.

Business 52

Business M&A Sale Valuation 52

Mergers and Inquisitions

MARCH 8, 2023

Commodity Hedge Fund Definition: A commodity hedge fund buys and sells futures contracts and other derivatives based on mining, energy, power, and agricultural products and earns profits via fundamental and technical analysis; the trading may be systematic, discretionary, or both. If you deliver 5,000 bushels, that’s a profit of $5,000.

Funds 119

Funds Finance Finance Trading 119

M&A Leadership Council

JUNE 18, 2024

Data Collection: Gather relevant data and documents, such as financial statements, legal filings, operational reports, and market analyses: Collect historical and current financial statements, including balance sheets, income statements, and cash flow statements.

Risk Assessment 40

Risk Assessment M&A Risk Management Mergers and Acquisitions 40

RKJ Partners

AUGUST 6, 2017

Before the economic collapse, microlending (also called microfinance) was a concept typically associated with developing and emerging countries. Today, virtually all microlenders in America are organized as non-profit organizations and serve as local intermediaries for federal funds. million to 25.4 million, which was a growth from 13.1

Capital Raising 52

Capital Raising Capital Funds Business 52

RKJ Partners

AUGUST 6, 2017

Even in the best of economic times, the planning and implementation of a business sale will invariably place significant pressure on an organization's internal resources. The following are proactive steps a business owner should take prior to beginning the business sale process: Recasting Financial Statements.

Sale 40

Sale M&A Business Financial Statement 40

Devensoft

AUGUST 21, 2023

Their goal is to identify underperforming companies, acquire them, and implement strategic changes that drive efficiency and profitability. These firms have a proven track record of successfully transforming underperforming companies into highly profitable entities. Another case study is the acquisition of Dell by Silver Lake Partners.

Private Equity 52

Private Equity M&A Equities Mergers and Acquisitions 52

Lake Country Advisors

MARCH 21, 2024

The aim is to ensure these transactions reflect market value, thereby preventing profit shifting and base erosion. Therefore, maintaining compliance with transfer pricing regulations is not just about avoiding penalties; it’s also about ensuring the integrity of financial statements and tax filings.

Sale 52

Sale Business Capital Profitability 52

Wall Street Mojo

JANUARY 14, 2024

It calculates a reserve based on past sales and customer risk assessment, ensuring a realistic reflection of expected uncollectible amounts in financial statements. It can lead to distorted financial statements, as bad debts are only recognized upon confirmation, impacting a single period disproportionately.

Accountant 52

Accountant Debt Financial Statement Risk Assessment 52

How2Exit

AUGUST 28, 2023

rn One area where due diligence is crucial is in the financial aspect of a business. Financial due diligence involves verifying the accuracy and reliability of a company's financial statements and other financial data. They need to look for businesses that are solid and can withstand economic downturns.

Mergers and Acquisitions 130

Mergers and Acquisitions M&A Business Acquisitions 130

RKJ Partners

AUGUST 6, 2017

External due diligence relates to industry factors such as economic conditions, demand forecasts, trends, pending legislation, industry risk factors, expansion opportunities, new technology, competition, etc. Due diligence can be classified as external or internal. and are not company specific.

M&A 40

M&A Sale Business Financial Statement 40

Devensoft

AUGUST 22, 2023

By considering all relevant financial factors, the Enterprise Value Calculator allows you to gauge a company’s ability to generate future cash flows and assess its potential for growth and profitability. This includes financial statements such as the income statement, balance sheet, and cash flow statement.

Valuation 52

Valuation M&A Utilities Mergers and Acquisitions 52

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 Debt Financial Institution 52

Cooley M&A

JULY 28, 2022

The parties agree on a fixed price by referencing a set of agreed historical accounts – this is typically the last set of audited financial statements, but sometimes they’re unaudited management accounts or a set of accounts prepared specifically for these purposes –referred to as “ locked-box accounts.”

M&A 59

M&A Debt Accountant Business 59

The TRADE

APRIL 30, 2024

By mandating banks to hold more capital in reserve, Basel III’s goal is to improve the stability and solvency of financial institutions, alongside reducing the possibility of bank failures during periods of economic turmoil.

Financial Institution 67

Financial Institution Financial Market Risk Management Banking 67

How2Exit

AUGUST 8, 2023

These entrepreneurs are individuals who buy businesses with the intention of improving them and selling them for a profit within a few years. This allows them to allocate resources and attention toward improving the business and maximizing its profitability. This can lead to a smoother and more attractive sale process.

Sale 130

Sale Mergers and Acquisitions Business M&A 130

Mergers and Inquisitions

JULY 19, 2023

Long-Only Hedge Fund Definition: A long-only hedge fund buys securities to earn a profit when they increase in price, and it does not bet against securities by borrowing to sell them in advance; the fund might invest in stocks, bonds, derivatives, structured products, and almost anything else. lower intensity).

Funds 52

Funds Asset Management Management Equities 52

Wall Street Mojo

JANUARY 17, 2024

These benefits play a crucial role in influencing financial decisions and strategies, impacting a company’s overall profitability and tax liability. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements.

Financial Modeling 98

Financial Modeling Financial Models Insurance Business 98

GillAgency

FEBRUARY 10, 2022

In this section you should discuss about the conditions of your industry – impacts of legal, regulatory, political, technological, economic and environment on your business. It might also help you address concerns that you never thought about which could peek their ugly heads during due diligence.

Business 52

Business Sale Broker IT 52

Lake Country Advisors

MAY 27, 2020

When the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was passed by Congress and signed into law by President Trump on March 27, 2020, economic assistance for American workers, families and small business affected by the COVID-19 pandemic became a reality.

Accountant 52

Accountant Business Government Debt 52

Wall Street Mojo

FEBRUARY 9, 2024

The economic growth experienced by every nation. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements. Third, it makes trade simpler among nations. It resolves the complexities of trade laws.

Trading 98

Trading Financial Modeling Financial Models IT 98