How2Exit

JUNE 3, 2024

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. Acers mentions, "Change the frame. Acers mentions, "Change the frame.

Sale 130

Sale Business Mergers and Acquisitions Valuation 130

Sun Acquisitions

NOVEMBER 26, 2024

VDRs offer secure, cloud-based platforms for storing and sharing vast documents. Cloud-based collaboration platforms have emerged as a game-changer, enabling seamless communication and information sharing between internal and external stakeholders, regardless of location.

M&A 59

M&A Mergers and Acquisitions Collaboration Valuation 59

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 are doing all this due diligence, and it has an impact on how they negotiate indemnification."

Profitability 130

Profitability Mergers and Acquisitions M&A Negotiation 130

Midaxo

APRIL 25, 2023

How to outline the process for negotiating deal terms and determining valuation? It provides a strategic roadmap for identifying, evaluating, negotiating, and integrating potential M&A transactions. Consider how M&A can contribute to achieving goals such as growth, expansion, diversification, or increased market share.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

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.

M&A 52

M&A Valuation Utilities Mergers and Acquisitions 52

How2Exit

FEBRUARY 23, 2023

Watch E#84 Here 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 crude, you're reading our notes, so. Negotiating with empathy is an important part of successful negotiation.

Business 130

Business Negotiation DCF Acquisitions 130

Lake Country Advisors

OCTOBER 31, 2024

A local business broker can be invaluable in identifying opportunities, assessing the business’s financial health, and negotiating on your behalf to ensure a smooth transaction. It grants you partial ownership, decision-making power, and a share of profits, but it also comes with substantial responsibilities.

Business 52

Business Profitability Debt Shares 52

How2Exit

MARCH 5, 2023

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 crude, you're reading our notes, so. Concept 1: Invest in the markets wisely.

Business 130

Business Capital Negotiation Debt 130

OfficeHours

JULY 18, 2023

In a roll-up strategy, a private equity firm will attempt to consolidate a large number of smaller firms into a single, professionalized company with numerous benefits, including economies of scale and fixed cost leverage, valuation uplift (so-called “multiple arbitrage”), and acquisition expertise, among others.

Private Equity 130

Private Equity Equities Investment Mergers and Acquisitions 130

How2Exit

SEPTEMBER 9, 2024

With his profound knowledge in financial analysis, Steve shares valuable insights about the intricacies of analyzing the financial health of companies, the critical steps in the M&A process, and the importance of building rapport with business sellers. So I'd found this local paper advertisement or paper report.

M&A 130

M&A Mergers and Acquisitions Financial Analysis Financial Statement 130

iMerge Advisors

APRIL 13, 2025

In a stock sale , the buyer acquires the ownership shares of the company directly from the shareholders. Stock Sale: Sellers typically pay capital gains tax on the sale of their shares, often resulting in a lower effective tax rate. This structure allows buyers to "cherry-pick" the assets they want while avoiding unwanted liabilities.

Sale 40

Sale Stock M&A Negotiation 40

How2Exit

MAY 20, 2024

rn Episode Summary: rn In this riveting episode of the How2Exit podcast, guest host David Green warmly welcomes M&A veteran Carl Allen to share his extensive expertise. Wealth managers are not trained in the art of business valuation." Wealth managers are not trained in the art of business valuation."

M&A 130

M&A Mergers and Acquisitions Book-building Business 130

Focus Investment Banking

MARCH 10, 2025

If notcommon in smaller businessesstart these gradual shifts: Share customer and vendor relationships with key employees. This target is negotiated and agreed upon, and the investment banking advisor will play a large role here. These are called addbacks, and are extremely important to valuation.

Investment 52

Investment Book-building Sale Business 52

Growth Business

OCTOBER 25, 2024

The stake will depend directly on the amount you want to raise compared to your business’s total valuation. To determine the value of the shares specifically, you need to adjust for the debt and cash in the business. Factors to consider There are lots of factors that will influence the equity you will end up needing to sacrifice.

Equities 98

Equities Investment Private Equity Valuation 98

OfficeHours

OCTOBER 16, 2023

An IPO involves offering shares of a privately held company to the public in a new stock issuance. Some of the other positives of an IPO exit include the potential for higher valuations (as public markets might offer a higher valuation than a sale to another private entity) and liquidity (as the PE firm can convert existing shares into cash).

Investors 100

Investors IPO Private Equity Initial Public Offering 100

Mergers and Inquisitions

JANUARY 24, 2024

Specifically, should we invest €60 million at a pre-money valuation of €1.2 billion and €50 million at a €800 million pre-money valuation if we’re targeting a 3.0x Normally, in a VC deal, the ownership equals the amount invested / post-money valuation – but only for a primary share investment (i.e., multiple and 30% IRR?

Equities 105

Equities Valuation Financial Statement Financial Modeling 105

Shearman & Sterling

JUNE 7, 2016

9322-VCL (May 31, 2016), holding that merger consideration offered to Dell, Inc's common stockholders did not reflect the "fair value" of Dell's shares. Read more

Negotiation 52

Negotiation Sale Valuation Stock 52

Lake Country Advisors

MAY 16, 2024

More than anything, it creates a strong impression during business valuations and financial assessments. A robust social media strategy that contributes to this agility is often viewed as a valuable asset, making the business more attractive during sale negotiations. Social media trends and algorithms are highly volatile.

Media 98

Media Business Sale Valuation 98

How2Exit

MARCH 31, 2024

With a career spanning over a decade, Patrick has become an industry-agnostic specialist, facilitating financial diligence, quality of earnings, purchase price negotiation, and offering comprehensive partnership support to his clients. rn rn rn Emotional readiness and concessions are critical in M&A transactions.

Business 130

Business Mergers and Acquisitions Securities M&A 130

How2Exit

MARCH 24, 2023

According to the latest quarter, the average across all industries valuation for a professionally managed business is only a four-point-five times. Concept 9: Negotiate Creative Deals Negotiating creative deals is a key component of successful acquisitions. Additionally, it is important to be creative in the negotiation process.

M&A 130

M&A Business Mergers and Acquisitions Investors 130

Sun Acquisitions

MARCH 6, 2024

Negotiating interest rates, equity stakes, and purchase prices is a delicate process that involves convincing the other party that your terms are reasonable and beneficial. Negotiating Interest Rates Interest rates play a pivotal role in the financing of a business acquisition. Negotiation Skills: Develop your negotiation skills.

Business 59

Business Securities Acquisitions Negotiation 59

Sun Acquisitions

OCTOBER 31, 2023

At the same time, an acquisition involves one company purchasing the assets or shares of another company. Valuation Accurately assessing the value of the target company or one’s business is pivotal. Valuation methods can be complex, considering tangible and intangible assets, earnings potential, and industry trends.

Mergers and Acquisitions 59

Mergers and Acquisitions Mergers Business Acquisitions 59

How2Exit

FEBRUARY 25, 2024

b' E190: Brandon Knowlden Shares His Acquisition Strategy and Recent Success - Watch Here rn rn About the Guest(s): rn Brandon Knowlden is an entrepreneur with a rich background in both the advertising industry and the world of manufacturing. The sellers are not mere vendors, but are individuals with stories, challenges, and aspirations.

Mergers and Acquisitions 130

Mergers and Acquisitions Acquisitions Business Sale 130

Lake Country Advisors

AUGUST 9, 2024

Preparing Your Manufacturing Business for Sale Conducting a comprehensive business valuation is essential in preparing your business for sale. Conducting a Comprehensive Business Valuation A comprehensive business valuation is crucial when preparing your manufacturing business for sale.

Manufacturing 59

Manufacturing Business Sale Negotiation 59

Growth Business

JULY 17, 2024

Typically they take a share in the business in return for their investment, and because of this tend to take more interest in the business, often using their experience and expertise to enhance the success of the concern they have invested in. Instead, investors become partial owners of the business and share in its profits and losses.

Funds 97

Funds Business Finance Finance 97

Lake Country Advisors

AUGUST 7, 2023

Other less obvious factors, such as customer retention rate, product or service diversification, and market share, can also significantly impact the perceived value of your business. On the other hand, economic downturns may lower business valuations but could also present opportunities for strategic buyers looking for bargains.

Business 96

Business Sale Negotiation Broker 96

Cooley M&A

AUGUST 30, 2019

Often discussed in the context of bridging a valuation gap, an “earn-out” can be a (seemingly) attractive solution for parties who have reached agreement on everything but the purchase price. per share earn-out if a “Realization Event” occurred within seven years of closing. In Western Standard, LLC, v. SourceHOV Holdings, Inc. ,

Valuation 40

Valuation Mergers Advisory Insurance 40

Sica Fletcher

OCTOBER 23, 2024

Who Performs A Valuation? RIA valuations are typically performed by one of three parties: The M&A Advisor A Third-Party Specialist The Seller Themselves Although many sellers attempt to perform their own valuations, we strongly recommend against this.

Valuation 52

Valuation M&A Insurance S&P 52

How2Exit

MARCH 1, 2023

Joel believes that a lot of the stuff that people uncover during the negotiation process should have been known before the negotiations process. The client should be familiar with how to work with the professionals, such as lawyers, CPAs, and business valuation companies. Bringing a lawyer in too early can be a mistake.

M&A 130

M&A Business Mergers and Acquisitions Negotiation 130

iMerge Advisors

APRIL 14, 2025

Summary of: When to Tell Employees About Acquisition Discussions And How Much to Share For founders and CEOs navigating the early stages of M&A, one of the most delicate decisions is when and how to inform employees that the company is in acquisition discussions. How Much Should You Share?

Acquisitions 40

Acquisitions Shares M&A Valuation 40

How2Exit

MARCH 24, 2024

At CSG, he specializes in ESOPs, working intimately with clients to quarterback ESOP transactions, including analysis, capital raise, negotiation, and closing across various industries. rn rn rn Notable Quotes: rn rn rn "An ESOP is a qualified retirement plan that allows employees to earn shares in their employer." rn rn rn ".as

Business 130

Business Private Equity Mergers and Acquisitions Equities 130

How2Exit

JANUARY 21, 2024

Mark shares his journey from selling items in the market as a child to owning and operating casinos around the world. Throughout the conversation, Mark's passion for entrepreneurship shines through as he shares valuable insights and advice for aspiring business owners.

Business 130

Business Acquisitions Mergers and Acquisitions M&A 130

Sica Fletcher

JUNE 14, 2024

M&A professionals prefer it over other valuation methods for this reason, because it provides buyers with a clearer picture of how much the agency is worth to them. While valuation multiples – especially for private companies – have been a hidden source of information for decades, it has become more transparent in the last few years.

Insurance 52

Insurance Valuation M&A S&P 52

Sun Acquisitions

FEBRUARY 28, 2024

Valuation and Due Diligence Accurate valuation is essential to avoid overpaying for the target company. Negotiation Skills Negotiation is an art in itself. Negotiation Skills Negotiation is an art in itself. Be prepared to negotiate favorable terms to your side while ensuring a mutually beneficial outcome.

Finance 59

Finance Finance Acquisitions Business 59

Sun Acquisitions

SEPTEMBER 21, 2023

Establishing an Accurate Valuation Determining the accurate value of your business is critical for attracting potential buyers and negotiating a fair price. Collaborating with a professional business appraiser or consultant can help you obtain an objective valuation.

Sale 64

Sale Business Broker Valuation 64

Shearman & Sterling

JUNE 7, 2016

9322-VCL (May 31, 2016), holding that merger consideration offered to Dell, Inc's common stockholders did not reflect the "fair value" of Dell's shares. Read more

Negotiation 40

Negotiation Sale Valuation Stock 40

iMerge Advisors

APRIL 19, 2025

Whether you're fielding inbound interest or proactively exploring a sale, this guide outlines the key considerations, valuation dynamics, and strategic steps to position your tech startup for a successful exit in the $3M$50M range. Growth-stage startups Often Series C or later, looking to accelerate roadmap or consolidate market share.

Valuation 40

Valuation M&A Middle Market Private Equity 40