How2Exit

JULY 3, 2023

In the podcast, Kirk Michie mentions that his primary goal is to help clients get to the right investment banker and M&A attorney, as well as prepare them for maximizing their deal's potential sales price and protecting against potential pitfalls. The transcript also emphasizes the importance of not giving up too much too soon.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

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 Models 98

Financial Models Financial Modeling Insurance Business 98

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 Models 98

Wall Street Mojo

JANUARY 17, 2024

Accounting For Revenue Sharing Arrangements Examples Advantages And Disadvantages Revenue Sharing Vs Profit Sharing Vs Equity Frequently Asked Questions (FAQs) Recommended Articles Key Takeaways Revenue sharing is the distribution of a company’s revenue among stakeholders, shareholders, and other contributors.

Shares 52

Shares Financial Models Financial Modeling Profitability 52

Growth Business

JUNE 7, 2023

By Simon King on Growth Business - Your gateway to entrepreneurial success So, you’re trying to sell some equity… Just as with selling any other product, there is a sales process to go through: prep, introduction, qualification, presentation, objection handling, closing and follow up. How much money?

Investors 95

Investors Business Sale Investment 95

Mergers and Inquisitions

JANUARY 24, 2024

They over-complicated the financial model (e.g., So, you could receive a financial modeling case study – as in this example – but you could also potentially receive a “qualitative” case study: Do some market research on Company X and explain why you would or would not invest, the risk factors, etc.

Equities 105

Equities Valuation Financial Statement Financial Models 105

Wall Street Mojo

FEBRUARY 8, 2024

During the sale procedure, the buyer has to pay some amount from their own pocket, which are not related to mortgage payment. 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 Models Financial Modeling 98

Wall Street Mojo

JANUARY 15, 2024

Dividend related decision – These shareholders can also make decisions related to timing and amount of dividend distribution from the profits earned by the company, This impacts the faith and expectation of the shareholders who are entitled to get the dividends and in turn create a positive image about the company.

Financial Models 52

Financial Models Financial Modeling Valuation Shares 52

Wall Street Mojo

JANUARY 15, 2024

Tax accounting refers to the methods and policies used for the preparation of tax returns and other statements needed for tax compliance and therefore, it provides frameworks and guidelines for arriving at a taxable profit. read more , and taxable profit arises due to a timing issue. read more , which can happen in the coming years.

Accountant 52

Accountant Profitability Financial Models Financial Modeling 52

Wall Street Mojo

JANUARY 16, 2024

These are the necessary expenditures and can be fixed or variable in nature like the office expenses, administration, sales promotion expense, etc. It is obvious that a very high cost of labor will affect the profitability of the business. This helps in understanding the areas that needs cost cutting for better profitability.

Financial Models 52

Financial Models Financial Modeling Manufacturing Management 52

iMerge Advisors

APRIL 9, 2025

The most common methodologies include: EBITDA Multiples : Often used for mature, profitable software businesses. Revenue Multiples : Common for high-growth SaaS companies, especially those reinvesting heavily in growth and not yet profitable. Profitability and Cash Flow While growth is important, buyers also value efficient operations.

Valuation 40

Valuation M&A Profitability Discounted Cash Flow 40

Mergers and Inquisitions

DECEMBER 6, 2023

You might think that as a Hedge Fund Analyst , you’ll do deep market research, speak with counterparties, suppliers, and customers, and build detailed financial models to support your views… …and you would do those things if you were at a single-manager hedge fund. What Do You Do as a Multi-Manager Hedge Fund Analyst?

Funds 104

Funds Management Recruitment Portfolio 104

Mergers and Inquisitions

MAY 3, 2023

When I started offering financial modeling training , I never expected to get questions about a methodology like the Dividend Discount Model (DDM). Otherwise, the written version follows: Why Use a Dividend Discount Model?

Valuation 64

Valuation DCF Debt Financial Models 64

Wall Street Mojo

FEBRUARY 9, 2024

It is a signal that denotes the potential reversal of trend from down to up, which the traders can use to make profits. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements.

Financial Asset 52

Financial Asset Financial Models Financial Modeling Stock 52

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

MARCH 13, 2024

Most companies are already profitable, the potential returns are lower, and there’s usually a large secondary component (i.e., Scaling a company’s sales & marketing by hiring more sales reps. the Founders sell some shares to take money off the table, but “the company” doesn’t get any of that cash).

Private Equity 105

Private Equity Equities Capital Portfolio 105

Mergers and Inquisitions

NOVEMBER 1, 2023

At the time of the deal, it was expected to grow sales at 3-5%: Remember that PE deals do not require “growth.” These roles are for bankers and people with deal experience, such as corporate development professionals; firms care much more about your investment, financial modeling , and due diligence skills than your scientific knowledge.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Mergers and Inquisitions

MAY 24, 2023

Event-Driven Hedge Funds Definition: Event-driven hedge funds bet on specific corporate actions, such as M&A deals, divestitures, spin-offs, bankruptcies, and business reorganizations, and they profit based on changes in the value of a company’s debt or equity after the action. should convertible arbitrage be in this category?)

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Mergers and Inquisitions

APRIL 19, 2023

If you have an engineering background, you might get hired for your ability to read and interpret technical analyses such as feasibility reports and help bankers incorporate them into financial model assumptions. Profits are based on the spreads between the cost of the raw materials (iron ore) and the finished products (steel).

Investment Banking 52

Investment Banking Bank Banking Investment 52

Wall Street Mojo

JANUARY 16, 2024

Article Link to be Hyperlinked For eg: Source: Low-Hanging Fruit (wallstreetmojo.com) The low-hanging fruit principle applies to various business-related aspects, such as marketing, sales, and growth. This approach can help boost sales, make faster decisions, and ensure a steady flow of leads.

Financial Models 52

Financial Models Financial Modeling Business Valuation 52

Mergers and Inquisitions

OCTOBER 11, 2023

In the second category, you make investment decisions and profit based on your capital and deal performance. This one is probably the best “initial job” in CRE because you can get in without great credentials, you’ll do plenty of real estate financial analysis and valuation , and you’ll meet plenty of brokers and investors.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

Beyond M&A

FEBRUARY 18, 2025

A-list clients, a healthy P&L, and a strong sales pipeline. Profit and time leaks were everywhere. A financial model breaking down cost, value, effort, and time. The founders were newly minted with cash, and the firm had an annual revenue of approximately 15 million, serving a prestigious client base.

Engineering 130

Engineering M&A IT Financial Models 130

Lake Country Advisors

JANUARY 13, 2025

M&A advisors employ sophisticated methodologies to assess your businesss worth, ensuring it aligns with industry standards and market dynamics: EBITDA Analysis : Focuses on operational profitability, offering a clear picture of your companys financial performance. What Is a Business Broker?

Broker 52

Broker M&A Business Negotiation 52

iMerge Advisors

APRIL 9, 2025

Are you preparing for a sale, raising capital, issuing equity to employees, or planning estate transfers? Select the Right Valuation Methodologies For software companies, the most common valuation methods include: Revenue Multiples: Often used for high-growth SaaS companies, especially those not yet profitable.

Valuation 40

Valuation M&A Discounted Cash Flow Business 40