How2Exit

OCTOBER 7, 2024

With a background in finance and accounting from his time at Deloitte, Ryan has built his expertise in business valuation. He is the founder of Peak Business Valuation, a firm dedicated to providing independent third-party valuation services for SBA lenders and individuals.

Business 130

Business Mergers and Acquisitions Valuation Acquisitions 130

Solganick & Co.

DECEMBER 20, 2024

Cloud Computing Consolidation: Strong growth in cloud infrastructure services spending is driving M&A activity among Managed Service Providers (MSPs) and cloud partners. Private Equity Influence: PE-driven deals are expected to reach record highs, driven by the availability of capital and attractive valuations in the software sector.

M&A 52

M&A IT Mergers and Acquisitions Valuation 52

How2Exit

OCTOBER 3, 2022

As the founder/owner of a Managed Services Provider (MSP), it’s important to know the value drivers that should inspire your business strategies -- whether you plan to sell today or in the future. It’s the best starting point toward achieving an optimal net profit. billion (USD) in 2020. billion by 2026.

Management 100

Management S&P Acquisitions Business 100

Sica Fletcher

MARCH 12, 2024

As one of the most active M&A firms in the insurance sector, we are frequently asked how insurance agency valuations work. This article discusses the fundamentals of insurance agency valuations, plus a few lesser-known factors that play into these processes before we give an overview of the insurance M&A market in 2024.

Valuation 52

Valuation Insurance M&A Profitability 52

Wall Street Mojo

JANUARY 17, 2024

What Is Profit And Loss Statement? A profit and loss (P&L) statement, sometimes called as an income statement, is a financial report that provides investors and outsiders with a financial overview of a company. Table of contents What Is Profit And Loss Statement? Profit and Loss Statement Explained Sample How To Prepare?

Profitability 52

Profitability S&P Financial Statement Accountant 52

Lake Country Advisors

OCTOBER 27, 2023

At the core of the debate of business appraisal vs business valuation, both approaches aim to determine a company’s worth. So, what’s the difference between a business appraisal and a business valuation? They indicate a company’s past performance and potential future profitability.

Valuation 52

Valuation Business Mergers and Acquisitions Insurance 52

How2Exit

NOVEMBER 18, 2024

Consistent Growth : Premium valuations in company sales hinge on predictable revenue and growth, amid a booming market. Wagner shared multiple examples of businesses thriving in ordinary industries, often unnoticed by the mainstream but profitable nonetheless.

IT 130

IT Mergers and Acquisitions Business Private Equity 130

Software Equity Group

MAY 7, 2024

But what are the key influences shaping valuation multiples in today’s M&A deals? As you contemplate your exit strategy, it becomes increasingly crucial to understand the external factors driving the valuation of your SaaS company. The Analytics and Data Management category was second in 2023, with 285 deals.

M&A 52

M&A Valuation Economics Business 52

Software Equity Group

MAY 8, 2024

But what are the key influences shaping valuation multiples in today’s M&A deals? As you contemplate your exit strategy, it becomes increasingly crucial to understand the external factors driving the valuation of your SaaS company. The Analytics and Data Management category was second in 2023, with 285 deals.

M&A 52

M&A Valuation Economics Business 52

MergersCorp M&A International

NOVEMBER 1, 2024

Valuing an asset management company (AMC) is a multifaceted endeavor that requires a nuanced approach. Asset management companies are integral players in the financial services sector, managing investments on behalf of clients, which can include individuals, institutions, and corporations.

Asset Management 52

Asset Management Management Valuation Discounted Cash Flow 52

CNBC: Investing

AUGUST 6, 2024

A few Apple analysts speculated that the profit-taking move from the Oracle of Omaha was driven by portfolio management and valuation concerns.

Portfolio Management 61

Portfolio Management Valuation Sale Portfolio 61

Software Equity Group

FEBRUARY 28, 2023

Our report provides context for private companies to better understand factors influencing their valuations and evaluate how they can position themselves within a changing marketplace. This post will examine the current state of public SaaS company valuations and what it means for private companies. What is the SEG Index?

Valuation 52

Valuation M&A Stock Profitability 52

Sica Fletcher

MARCH 14, 2024

Insurance agency valuation is a critical component of running an M&A deal, but executing this multi-step process well requires a great deal of specialized education and experience. In addition, getting the valuation process started demands a hefty bill and entails poring over extensive documentation for several weeks.

Insurance 52

Insurance Valuation M&A Consulting 52

Devensoft

AUGUST 22, 2023

Navigating M&A valuations with precision is paramount for informed decision-making. Our guide equips you with step-by-step instructions on employing the Enterprise Value Calculator effectively, complete with insights into optimal practices for precision valuations. Let’s dive into the intricacies of this invaluable resource.

Valuation 52

Valuation M&A Utilities Mergers and Acquisitions 52

Lake Country Advisors

OCTOBER 31, 2024

Buying into a business as a partner offers ownership and profit potential but also comes with risks. It grants you partial ownership, decision-making power, and a share of profits, but it also comes with substantial responsibilities. Evaluating a business thoroughly before making this decision is critical.

Business 52

Business Profitability Debt Shares 52

Software Equity Group

DECEMBER 21, 2023

Here’s a closer look at what the future looks like for the SaaS M&A market and its valuation multiples. Forty-one percent said they’ve seen either no change or an increase in valuations since 2022 for the high-quality assets they are targeting, and nearly 50% said they expected to see valuations increase in 2024.

M&A 52

M&A Valuation Private Equity Investors 52

Software Equity Group

OCTOBER 22, 2024

The difference pays off in higher valuations: Companies that can retain and grow within their customer bases, particularly in the face of a recession, are rewarded with higher multiples. These factors make high-NRR companies attractive to investors and buyers, often resulting in higher valuation multiples.

Valuation 52

Valuation Investors IT Management 52

Mergers and Inquisitions

OCTOBER 30, 2024

Depending on your group , you’ll spend time on tasks such as creating 5-year plans, conducting variance analysis, making sure transactions are properly recorded, reconciling the historical financial statements, and managing the company’s cash, cash flow, and borrowing needs. What Are Corporate Finance Jobs?

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Software Equity Group

NOVEMBER 13, 2023

In 2022, investors and buyers were keenly focused on gross revenue retention (GRR) and gross profit margin (GPM) as top metrics to target. Gross Revenue Retention & Gross Profit Margin: The Slight Shift As of this blog’s update, we have published our 2023 State of SaaS M&A: Buyers’ Perspectives Report.

Profitability 52

Profitability Private Equity Investors M&A 52

Focus Investment Banking

MARCH 10, 2025

Can your team manage sales/marketing, supply chain, relationships, and business decisions independently? Shifting focus to profitable, reliable customers strengthens cash flowwhat buyers ultimately value. These are called addbacks, and are extremely important to valuation. For a successful exit, the answer should usually be Yes.

Investment 52

Investment Book-building Sale Business 52

Mergers and Inquisitions

JANUARY 31, 2024

If you think about the most “public” investors – the likes of Bill Ackman and David Einhorn – many of them have something in common: they operate single-manager hedge funds. They might have separate teams for specific strategies or markets, but everything is run under a single Profit & Loss statement (P&L).

Funds 59

Funds Management S&P Recruitment 59

How2Exit

MARCH 18, 2023

She was able to make two successful acquisitions, adding 25% of revenue to her business and increasing her profits. To bridge this gap, Jeanette created the POCS formula, which stands for profit , owner dependency , cash , size and structure. This formula stands for Profits, Opportunities, Capabilities, and Structure.

M&A 130

M&A Profitability Business Book-building 130

Software Equity Group

OCTOBER 25, 2023

Personnel costs for DevOps employees responsible for managing and running the servers and data center delivering the SaaS application to customers. Software entrepreneurs should remember any product management expenses or customer success costs are not considered COGS. The gross profit margin is 80%. Gross profit would be $16M.

Profitability 95

Profitability Professional Services Business IT 95

Lake Country Advisors

MAY 16, 2024

More than anything, it creates a strong impression during business valuations and financial assessments. The Downside of Social Media on Business Value While social media can significantly enhance business value, it also comes with potential pitfalls and challenges that can negatively impact a company’s valuation if not managed.

Media 98

Media Business Sale Valuation 98

Growth Business

JUNE 29, 2023

Right amount from the right people If raising equity finance, you should make sure you are raising the right amount at the right time at the right valuation from the right source. Are any of the management team members involved in another business? A mismatch here will decrease the chances of successfully raising capital.

Finance 110

Finance Finance Equities Business 110

Lake Country Advisors

FEBRUARY 16, 2024

This involves evaluating revenue streams, profit margins, and overall financial health. Asset Evaluation When it comes to selling a manufacturing business, one of the critical components of the valuation process is assessing the value of assets. Asset valuation is a critical factor in attracting potential buyers.

Manufacturing 105

Manufacturing Business Negotiation Sale 105

How2Exit

JUNE 10, 2024

He also stresses the necessity of understanding the valuation of a business, customer concentration, and other factors that can affect a company’s saleability. Accurate Valuation : Understanding the true market value of a business is crucial; consult multiple investment bankers to get a clear picture.

Investment Banking 100

Investment Banking Business Investment Bank 100

MergersCorp M&A International

NOVEMBER 16, 2024

As one of the top leagues in the world, Serie A has a storied history and a dedicated fan base, making its clubs valuable assets not only in terms of their sporting prowess but also their potential for growth and profitability.

M&A 52

M&A Securities Mergers and Acquisitions Investment Banking 52

Software Equity Group

JUNE 10, 2024

The “Rule of 40” in SaaS valuations is a rule of thumb used to assess a company’s financial health and growth potential. This rule helps buyers and investors evaluate whether a company is effectively balancing growth with profitability. Profitability : We prefer EBITDA as the standard measurement here.

Profitability 52

Profitability Valuation Investors M&A 52

Francine Way

JULY 7, 2017

Potential targets should offer additional profit, new customers, new markets, new products for offering diversification, new technical capabilities, or other value that improve the acquirer’s current standing. Management: How strong is target’s management? Consultants’ valuation, deal-structuring, and deal-financing expertise.

M&A 130

M&A Acquisitions Consulting Capital 130

How2Exit

APRIL 15, 2024

With a strong finance background, Sam served as the Financial Director (FD) of a significantly large business owned by private equity, engaging in the integration of acquired competitors and managing the commercial function globally. This collaborative approach centers on each company retaining its individual brand and management.

Corporate Finance 130

Corporate Finance Business Finance Finance 130

Wall Street Mojo

JANUARY 17, 2024

Thus, it accounts for a company’s financial standing and reveals the corporate efficiency in managing its cash and liquidity position. It is measured using specific ratios such as gross profit margin, EBITDA, and net profit margin. It aids investors in analyzing the company's performance.

Accountant 98

Accountant Finance Finance Profitability 98

OfficeHours

JUNE 12, 2023

Through a private equity internship, you will be exposed to high-stakes, complex financial transactions and gain valuable experience in investment analysis, deal structuring, and portfolio management. At the junior level, running the model and valuation analyses will be one of your primary workstreams as a private equity professional.

Private Equity 147

Private Equity Equities Investment Valuation 147

Midaxo

APRIL 25, 2023

How to outline the process for negotiating deal terms and determining valuation? Assemble a dedicated team : Form a multidisciplinary team responsible for developing, managing, and implementing the M&A playbook. How to create a target identification process? How to develop a thorough due diligence process?

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

How2Exit

JULY 13, 2023

The criteria include factors such as valuation multiples, legal issues, availability of buyers, ESG focus, maturity, and competition. For example, one person may prioritize the liability of an industry due to having other assets to protect, while another person may prioritize the profitability of an industry.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

Sica Fletcher

APRIL 30, 2024

This article presents a step-by-step guide on how to value an insurance agency - both in the sense of how a valuation agency/M&A advisor goes about valuation, and also in terms of what insurance agency owners can do to maximize their valuation prior to running an M&A deal.

Insurance 52

Insurance Valuation M&A S&P 52

How2Exit

FEBRUARY 12, 2024

rn Building a valuation edge and saturation-proofing the business are key strategies for attracting buyers and maximizing value. rn Sellers should focus on building a valuation edge by differentiating themselves from the competition and ensuring their financials are in order.

M&A 130

M&A Advisory Economics Mergers and Acquisitions 130