Remove Investment Remove Negotiation Remove Sale
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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

Know the timeline After a sale, buyers often expect you to stay on for one to two years as an employee or consultant. Missing this detail could complicate or kill the deal, delay your plans, or reduce the sale price. Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. This derisks the org.

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What are the best practices for negotiating a business sale?

Lake Country Advisors

A successful business sale hinges on solid negotiation skills. You want to ensure the best possible transition for your company after investing all your effort and time into it thus far, and you want to ensure it continues to grow. Valuing your business accurately is the cornerstone of a successful sale.

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Unlocking True Business Value: Strategies and Insights for Mid-Market Sales w/ Trever Acers

How2Exit

E219: Unlocking True Business Value: Strategies and Insights for Mid-Market Sales w/ Trever Acers - Watch Here About the Guest(s): Trever Acers is an investment banking and valuation expert with over two decades of experience in the industry.

Sale 130
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Periculum Advises Hope Plumbing in its Sale to Redwood Services

Periculum Capital

Periculum was introduced to the Hope team by a past client that understood the value of an investment bank. Periculum facilitated and led negotiations with Redwood to ensure the Hope team received both upfront value for its best-in-class operations and future upside to capitalize on the Companys significant growth opportunities.

Sale 52
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Navigating Buyer Options, Key Deal Terms, and the Process

Focus Investment Banking

Business owners often dont know where to start with these steps when considering a sale or investment deal. Financial Buyers : These are typically investment companies, such as private equity firms, with no prior investment in your industry. What are the key terms I should negotiate in a sale or investment deal?

Sale 52
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Freestate Electric, LLC Acquired By Sojitz Energy Services LLC

Chesapeake Corporate Advisors

metropolitan area in its sale of 90% ownership to Sojitz Energy Services LLC (“Sojitz”), a subsidiary of the Japanese general trading company Sojitz Corporation. Vice President Katie Kieran led day-to-day deal execution and client management. Offit Kurman served as legal counsel to Freestate.

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Bill Snow: From Sales to Mergers and Acquisitions Expert -E149

How2Exit

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.