Sun Acquisitions

NOVEMBER 26, 2024

VDRs offer secure, cloud-based platforms for storing and sharing vast documents. At the same time, AI can analyze contracts, financial statements, and other critical documents with superhuman speed and accuracy. Virtual data rooms (VDRs) and AI-powered document review tools have revolutionized the game.

M&A 59

M&A Mergers and Acquisitions Collaboration Valuation 59

How2Exit

NOVEMBER 6, 2023

b' E156: How to Sell My IT/MSP Company: Insights from Tim Mueller - Watch Here rn rn Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit unrefined, you're reading our notes, so.

IT 130

IT M&A Business Mergers and Acquisitions 130

How2Exit

SEPTEMBER 9, 2024

In this exciting episode, host Ronald Skelton engages with Steve Rooms—a highly experienced financial expert and M&A specialist. In this episode, Ronald and Steve dive deep into the M&A landscape, highlighting essential strategies for assessing company valuations and analyzing financial statements.

M&A 130

M&A Mergers and Acquisitions Financial Analysis Financial Statement 130

Mergers and Inquisitions

JANUARY 24, 2024

We can look at the COGS and the Operating Expenses as percentages of Revenue and follow historical trends to forecast and link them to the Income Statement: If our assumptions result in the company reaching “breakeven profitability” too early or too late, we might revisit them, but they seem reasonable here. new shares get created).

Equities 105

Equities Valuation Financial Statement Financial Modeling 105

Wall Street Mojo

JANUARY 17, 2024

The critical feature of convertible securities is the option it provides to the holder to convert their securities into a predetermined number of shares of the underlying issuer’s common stock. Such securities can either be a bond or preferred shares, which can further be converted to common shares of a company stock.

Securities 98

Securities Investors Shares Financial Modeling 98

Wall Street Mojo

JANUARY 15, 2024

wallstreetmojo.com) Balance Sheet The Balance Sheet A balance sheet is one of the financial statements of a company that presents the shareholders' equity, liabilities, and assets of the company at a specific point in time. Article Link to be Hyperlinked For eg: Source: How to Read a Balance Sheet? read more other companies.

Accountant 98

Accountant Financial Statement Debt Financial Modeling 98

How2Exit

OCTOBER 16, 2023

b' E149: Bill Snow: From Sales to Mergers and Acquisitions Expert - Watch Here rn rn Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit unrefined, you're reading our notes, so.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions Sale 130

Francine Way

JULY 12, 2017

Calculate the Equity Value and the per-share Equity Value - this number would serve as the base case share price valuation. Once the extraordinary, unusual, non-recurring items are identified, the next (2nd) step is to have them added back / removed from the historical income statement to normalize the financial statement.

Discounted Cash Flow 130

Discounted Cash Flow Valuation M&A DCF 130

Wall Street Mojo

JANUARY 17, 2024

read more like investors, shareholders Shareholders A shareholder is an individual or an institution that owns one or more shares of stock in a public or a private corporation and, therefore, are the legal owners of the company. The ownership percentage depends on the number of shares they hold against the company's total shares.

Accountant 98

Accountant Finance Finance Profitability 98

The M&A Lawyer

AUGUST 25, 2015

At their most basic level, these agreements provide for the sale of shares in a target company to a buyer in return for cash or some other form of consideration ( i.e. , something of value). For example, Article I might provide definitions for the terms “Acquired Shares,” “Encumbrance” and “Environmental Law.”

Stock 130

Stock M&A Government Mergers and Acquisitions 130

The M&A Lawyer

SEPTEMBER 8, 2015

Thus, reps and warranties effectively enable a party to continue its due diligence during the gap period and also protect a buyer (or a seller receiving shares as consideration) from many intervening events or conditions that adversely impact the other party or the target. financial statements. financial statements.

M&A 130

M&A Insurance Financial Statement Negotiation 130

How2Exit

OCTOBER 11, 2023

Laurie shares her journey into the world of mergers and acquisitions, starting with her experience as a CEO of a company that was sold to a Fortune 50 company. rn Laurie shares a story of a business owner who was approached about selling his company but wasn't ready at the time. When the owner was unavailable, the plant came to a halt.

Business 130

Business Mergers and Acquisitions Mergers Acquisitions 130

How2Exit

DECEMBER 22, 2023

He shares that at the time of the recording, SMB Law Group is currently working on 60 transactions and personally assisting 25 clients in the business buying process. Eric shared his insights on the key factors that contribute to successful deals, as well as the common pitfalls that can lead to failure. You have to be patient."

M&A 130

M&A Business Mergers and Acquisitions Acquisitions 130

Devensoft

JUNE 1, 2023

Here are ten areas that should be given extra attention during due diligence: Financial statements : closely review financial statements to assess the company’s financial health and identify any potential red flags. Share a copy of this guide. Download the PDF below and send it to a colleague.

Economics 98

Economics M&A Management Financial Statement 98

Peak Frameworks

AUGUST 15, 2023

A shareholder is an individual, company, or institution that owns at least one share of a company's stock. By owning a share, they own a slice of the corporation, entitling them to a claim on a part of the company's assets and earnings. Their stake in the company directly corresponds to the number of shares they own.

Shares 52

Shares Financial Statement Stock Corporation 52

FineMark

DECEMBER 7, 2023

That’s why we wanted to share some important tips and information from the U.S. Stay informed, share this information with your friends and family, and take proactive steps to safeguard your personal and financial information. Department of Treasury’s Office of Cybersecurity and Critical Infrastructure Protection.

Securities 52

Securities Financial Statement Media Shares 52

How2Exit

SEPTEMBER 2, 2024

Danny and Cian shed light on their background, merging Danny’s marketing prowess with Cian’s financial acumen to explore opportunities in various sectors, including creative and digital marketing. Due diligence allows buyers to make informed decisions based on the target's financial status. Cash is what kills companies.

Acquisitions 130

Acquisitions M&A Mergers and Acquisitions Book-building 130

GillAgency

OCTOBER 30, 2023

Before you begin, prepare these key documents: Financial Statements: Balance sheets, income statements, and cash flow statements provide insight into your business’s financial health. Tax Returns: Gather several years of federal and state tax returns to demonstrate compliance and financial history.

Business 52

Business Financial Statement Sale Profitability 52

Cooley M&A

MARCH 22, 2023

For UK companies, structuring the deal as a share purchase agreement with all shareholders signing up to the transaction or as a scheme of arrangements – which requires majority shareholder approval (50% by headcount and 75% by value of votes represented in a shareholder meeting) – are the preferred routes. While the U.S.

Mergers 52

Mergers IT Mergers and Acquisitions IPO 52

OfficeHours

JUNE 2, 2023

Well, of course, it’s right here at OfficeHours , where you can connect with our top coaches like myself, who share years of private equity and investment banking experience and can provide you with some of the best and most efficient resources in the financial education industry today. Are you preparing for the buyside?

Investment Banking 147

Investment Banking Bank Banking Investment 147

Sun Acquisitions

JULY 3, 2023

In this blog, we’ll explore the role of due diligence in selling your family business, its importance, and best practices for sharing information with potential buyers. Due diligence is a risk-management process that potential buyers undertake to investigate a company’s financial, legal, and operational aspects.

Business 52

Business Shares Financial Statement Risk Management 52

Wizenius

JUNE 10, 2023

Industry-Specific Metrics: Identify Key Industry Drivers: Understand the specific industry dynamics in which the company operates and identify the key metrics that drive financial performance within those industries. For example, revenue growth rates, market share, commodity prices, or regulatory factors.

Financial Modeling 52

Financial Modeling Financial Models Financial Statement Accountant 52

Sun Acquisitions

AUGUST 9, 2023

Outline the Business’s Financial Details Potential buyers will want an idea of what they can expect from the business. One way to do this is to develop a detailed financial statement or balance sheet that outlines the business’s expected revenue, historical earnings, expense breakdowns, and future income potential.

Sale 52

Sale Business Financial Statement Acquisitions 52

OfficeHours

JUNE 12, 2023

Additionally, you are financially incentivized to work in private equity as firms have carried interest in the funds and share in the profits of their investments alongside the firm’s investors. This includes questions related to LBO modeling, multiples valuation, and basic accounting / financial statement analysis.

Private Equity 147

Private Equity Equities Investment Valuation 147

OfficeHours

JUNE 5, 2023

These may include in-depth industry research, benchmarking studies, best practice identification, and knowledge-sharing forums. Private equity consulting firms go beyond traditional advisory services by providing value-added services to their clients.

Private Equity 147

Private Equity Consulting Portfolio Equities 147

OfficeHours

JUNE 30, 2023

this buyout will be a private takeover), you may instead be given (or have asked for) the share price and number of shares outstanding. EBITDA – D&A = EBIT) and is a common way of showing the income statement in financial statements/modeling tests. If you are working with a public company (i.e.

Private Equity 130

Private Equity Equities Debt Recruitment 130

How2Exit

MARCH 11, 2024

Richard shares his journey in the business world, from starting his own online classified site to acquiring and selling multiple businesses. Tunnah emphasizes the need to gather all necessary financial information and present it in a clear and organized manner.

M&A 130

M&A Business Mergers and Acquisitions Valuation 130

How2Exit

FEBRUARY 12, 2024

Steve shares insights into the macro and microeconomic factors affecting mergers and acquisitions, including the impact of inflation, interest rates, and geopolitical events. He has a deep understanding of the M&A market and helps clients navigate the complexities of the process to maximize their value and achieve a successful exit.

M&A 130

M&A Advisory Economics Mergers and Acquisitions 130

How2Exit

MARCH 31, 2024

rn Key Takeaways: rn rn rn Evaluation and preparation of businesses for sale are multifaceted, requiring attention to financials and operational independence. rn rn rn A synergistic approach to growth through acquisition can accelerate company expansion and increase market share.

Business 130

Business Mergers and Acquisitions Securities M&A 130

How2Exit

NOVEMBER 8, 2023

b' The Great Game of Business: Teaching Financial Literacy and Ownership - Watch Here rn rn Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit unrefined, you're reading our notes, so.

Business 130

Business Book-building Accountant Education 130

Lake Country Advisors

JULY 25, 2024

Review the financial statements and business model. This review should cover income, balance sheets, and cash flow statements. Financial Due Diligence This aspect involves meticulously examining the company’s financial health to ensure you make a sound investment with no hidden financial risks.

Business 104

Business Mergers and Acquisitions Negotiation Risk Assessment 104

Cooley M&A

MAY 23, 2024

We do not believe the insurance pricing trend will necessarily influence whether a seller is offered a no-indemnity deal because buyers may want sellers to have skin in the game in the form of a share of retention. This claim activity may reflect the lack of highly scrutinized financial statements in these deals.

Insurance 52

Insurance M&A Underwriting Financial Statement 52

How2Exit

OCTOBER 14, 2024

Kip, an experienced M&A attorney, shares his expertise on how business owners can prepare their companies for acquisition by private equity firms and strategic buyers, ensuring they are poised for a successful exit. Buyers dive deep, examining customer relationships, employee dynamics, and every corner of financial statements.

Profitability 130

Profitability Mergers and Acquisitions M&A Negotiation 130

Cooley M&A

OCTOBER 25, 2018

Acquisitions of UK private companies are generally structured as share purchases (undertaken by way of a share purchase agreement) whereby the buyer agrees to purchase all of the issued shares of the target company directly from selling shareholders. Such a merger structure does not exist in the UK.

M&A 40

M&A Mergers and Acquisitions Financial Statement Government 40

How2Exit

AUGUST 28, 2023

rn rn Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit unrefined, you're reading our notes, so. b' Revolutionizing Due Diligence with DueDilio W/ Roman Beylin - Watch Here.

Mergers and Acquisitions 130

Mergers and Acquisitions M&A Business Acquisitions 130

Lake Country Advisors

AUGUST 9, 2024

Several factors influence this valuation, including financial performance, market conditions, and growth potential. Financial Performance : This includes reviewing historical financial statements, such as income statements, balance sheets, and cash flow statements.

Manufacturing 59

Manufacturing Business Sale Negotiation 59

Sun Acquisitions

SEPTEMBER 21, 2023

However, valuing a business can be complex, requiring understanding various factors such as financials, market conditions, and industry trends. Prepare a comprehensive package that includes financial statements, cash flow projections, and other relevant data to support your valuation.

Sale 64

Sale Business Broker Valuation 64