Focus Investment Banking

MARCH 10, 2025

Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. Optimize Working Capital (One Year Ahead) What It Is: Net Working Capital (NWC) is Current assets minus current liabilities (A/R + Inventory A/P + Accrued Expenses), excluding cash, which you keep (in a typical cash-free, debt-free transaction).

Investment 52

Investment Book-building Sale Business 52

Sun Acquisitions

OCTOBER 13, 2023

By comparing key financial metrics such as price-to-earnings (P/E) ratios, price-to-sales (P/S) ratios, and price-to-book (P/B) ratios, analysts can estimate the target company’s value. This approach allows acquirers to factor in the time value of money, risk, and the target company’s growth prospects.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

How2Exit

OCTOBER 7, 2024

E247: Why Accurate Financials are Key to Success in Buying, Selling, and Valuing Businesses - Watch Here About the Guest(s): Ryan Hutchins is an accomplished entrepreneur and expert in the field of mergers and acquisitions. A QOE engagement, he explains, "provides a pure deep dive beyond what you read in a P&L or a tax return."

Business 130

Business Mergers and Acquisitions Valuation Acquisitions 130

How2Exit

JUNE 16, 2024

E223: The Acquisitions Pilot Project: A Solution For 1st Time Buyers to Buy Lower Markets and Sell A Roll-Up - Watch Here About the Guest(s): Roger Best is a seasoned professional with a diverse background spanning mechanical engineering, law, and private equity. Best elaborates: "Our target market is these lower market, the silver tsunami.

Acquisitions 130

Acquisitions Private Equity Mergers and Acquisitions Middle Market 130

Razorpay

JUNE 18, 2023

Traditional banking, which has been the go-to for hundreds of years now, has not been able to keep up with today’s tech-savvy customers. These are new-age banks without any physical location, present entirely online. And so the fintech world came up with a solution: n eobanks. How does a neobank work? “Neo” means new.

Bank 98

Bank Banking Insurance Finance 98

How2Exit

MARCH 31, 2024

b' E199: Franchising: Unveiling the Wealth-Building Power of Franchising with Ralph Yarusso - Watch Here rn rn About the Guest(s): rn Ralph Yarusso brings a wealth of experience to the table, with a diverse background that began in military service. rn System support is vast in franchising.

Business 130

Business Investment S&P Consulting 130

Sun Acquisitions

NOVEMBER 17, 2023

It’s the process of determining the financial worth of a business, helping acquirers and sellers establish a fair price and make informed decisions. It uncovers any hidden risks or opportunities, allowing parties to assess the target company’s financial health. The net asset value represents the company’s worth.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation M&A Mergers 59

Mergers and Inquisitions

MARCH 8, 2023

As the delivery date approaches, the underlying commodity’s price and its futures price converge. You must also consolidate information from various sources and present it effectively to build relationships and execute deals. As a Trader, you might get another base salary bump and a small percentage of your P&L.

Funds 119

Funds Finance Finance Trading 119

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.

Management 100

Management S&P Acquisitions Business 100

The Harvard Law School Forum

JUNE 27, 2023

7] A pause may be more beneficial to investors than a direct rate cut would be; the S&P 500 has historically climbed 16.9% 7] A pause may be more beneficial to investors than a direct rate cut would be; the S&P 500 has historically climbed 16.9% billion in total assets on March 31, making it the largest U.S.

Financial Institution 83

Financial Institution Bank Banking Consulting 83

Francine Way

JULY 12, 2017

As I mentioned in my last post, Discounted Cash Flow (DCF) is a valuation method that uses free cash flow projections, a discount rate, and a growth rate to find the present value estimate of a potential investment. Essentially, it is a way to value a company based on cash generated from operation, taking into account all major expenses.

Discounted Cash Flow 130

Discounted Cash Flow Valuation M&A DCF 130

Mergers and Inquisitions

MAY 3, 2023

In other words, you profit based on the company’s dividend s and the potential increases in its stock price over time. And it values the company today based on the present value of its dividends and that potential future value (either the stock price or the Equity Value via the Terminal Value calculation).

Valuation 64

Valuation DCF Debt Financial Models 64

Wizenius

APRIL 8, 2023

The discounting factor would be typically more compared to the one used in publicly traded firms. This discounting factor is targeted rate of return of the VC investor and is set high enough to capture the foreseen/perceived risk of operating the business and chances of its survival.

DCF 52

DCF Valuation Equities Public Trading 52

Sica Fletcher

AUGUST 18, 2020

Aggregate Number of Transactions The best source of data we have found for the number of insurance agent and broker M&A transactions for a given period is data aggregated by S&P Market Intelligence on announced transactions.

M&A 52

M&A Insurance S&P Broker 52

FineMark

JANUARY 17, 2024

The equity market also noted the Fed’s comments as investors piled back into equities and the S&P 500 finished the year up more than 26%. What’s intriguing about the chart in Figure 2 is how differently equities, as measured by the S&P 500, performed under each period, returning a modest 5.7%

S&P 52

S&P Equities Valuation Investment 52

Wizenius

JULY 17, 2023

Financial Statements: Master the concepts of Balance Sheet, P&L, and Cash Flow statement. This is the perfect time to learn Excel formulas and create visually appealing presentations as they are fundamental to an investment banker's work. As a BBA graduate or any undergraduate, you have the advantage of time!

Investment Banking 52

Investment Banking Bank Banking Investment 52

Software Equity Group

FEBRUARY 26, 2024

Being aware of these terms and their implications can significantly enhance your ability to navigate negotiations, make informed business decisions, and demonstrate a comprehensive understanding of your company’s value. NPV: Net Present Value NPV measures the current value of the projected cash flow of investments and projects.

Discounted Cash Flow 52

Discounted Cash Flow M&A Profitability S&P 52

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. Typically calculated annually.

Insurance 52

Insurance Valuation M&A S&P 52

MergersCorp M&A International

NOVEMBER 1, 2024

Key metrics used include Price/Earnings (P/E) ratios, Price/AUM ratios, and enterprise value ratios (EV/EBITDA). By analyzing valuations of similar organizations, one can derive a contextual estimate of the AMC’s worth. High client retention rates also indicate trust and satisfaction, which are critical for sustained growth.

Asset Management 52

Asset Management Management Valuation Discounted Cash Flow 52

Sica Fletcher

JULY 11, 2024

We split the averages presented below according to insurance industry subsectors and brokerage sizes to provide a more accurate estimation of multiples. However, the brokerage's tech stack now handles many of these job functions, which significantly improves the bottom line and increases profitability. Streamlined Operations.

M&A 52

M&A Insurance Debt Equities 52

Wall Street Mojo

JANUARY 15, 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 ). read more option.

Accountant 98

Accountant Financial Models Financial Modeling Valuation 98

Focus Investment Banking

OCTOBER 23, 2023

Contributions to a 401(k) are made with pre-tax dollars, reducing your taxable income in the present while building a nest egg for the future. Rather than trying to beat the market by selecting individual stocks, index funds replicate the performance of a market index, like the S&P 500. Lower costs.

Funds 52

Funds S&P Investment Business 52

Sica Fletcher

JUNE 14, 2024

Factors Affecting EBITDA Because EBITDA refers to a general assessment of an insurance agency’s profitability, factors affecting it are those that relate to the agency's bottom line. S&P Global Data, PitchBook, PWC) or through M&A indexes provided by M&A advisory firms.

Insurance 52

Insurance Valuation M&A S&P 52

How2Exit

MARCH 20, 2023

Concept 6: Don't Fake It Until You Make It Unfortunately, there are times when people may try to “fake it until they make it” This means that they may try to present a story that is not entirely true in order to get the attention and support of potential partners and investors.

M&A 130

M&A Mergers and Acquisitions Business Profitability 130

The Harvard Law School Forum

JUNE 27, 2023

7] A pause may be more beneficial to investors than a direct rate cut would be; the S&P 500 has historically climbed 16.9% 7] A pause may be more beneficial to investors than a direct rate cut would be; the S&P 500 has historically climbed 16.9% billion in total assets on March 31, making it the largest U.S.

Financial Institution 52

Financial Institution Bank Banking Consulting 52

Solganick & Co.

DECEMBER 21, 2023

While overall deal volume dipped slightly compared to the record-breaking highs of 2022, falling by around 5%, the total value of transactions remained surprisingly resilient, hovering near the $400 billion mark, according to data from S&P Global Market Intelligence.

M&A 52

M&A Mergers and Acquisitions IT Investment Banking 52

Wall Street Mojo

JANUARY 15, 2024

For example, an accountant records various financial data and presents them for the use of multiple stakeholders like an owner, shareholders, creditors, government, etc. #2 Also, manual intervention is still present here, generating an error. #4 and another person(stakeholder) needs information. read more , etc. #3

Accountant 98

Accountant Financial Models Financial Modeling Financial Statement 98

Focus Investment Banking

JANUARY 17, 2025

Our guest this week is Kyle Bradshaw, director of fixed operations at K&M Collision and president of the Carolina’s Collision Association. What’s your perspective on why I might say that that era is coming to an end? It seems like there’s a doctor for, for everything, right? Cole Strandberg: There we go.

S&P 52

S&P M&A IT Business 52

Tyton Partners

JULY 27, 2023

We discuss with Mark the process of becoming an anti-racist and anti- sexist org anization and how RBF embed s DEI initiatives i nto its culture , its hiring practices, its investing, its endowment, and its partnerships, an d how those can serve as ex ample s to other institutions. MA That’s an interesting question.

Funds 52

Funds S&P IT Management 52

Sica Fletcher

MAY 29, 2024

This article presents our insurance M&A 2024 outlook by providing some essential statistics on what insurance agencies are currently selling for, as well as a few predictions from our research team about what to expect for the rest of the year.

M&A 52

M&A Insurance Equities S&P 52

Sica Fletcher

MARCH 14, 2024

Exceptions to the Rule We have to stress again that the insurance agency valuation rule of thumb presented here will not necessarily reflect the value of your specific insurance agency. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 YTD in terms of total deals advised on.

Insurance 52

Insurance Valuation M&A Consulting 52

Sica Fletcher

MARCH 26, 2024

This is essentially a digital slideshow intended to be presented to prospective buyers to showcase your agency’s best features in support of a sale. M&A advisors present the agency's information to several prospective clients at once, encouraging a bidding war to ensure the right buyer and the highest possible payout.

M&A 52

M&A Insurance Valuation Advisory 52

Mergers and Inquisitions

AUGUST 14, 2024

Then there was the Goldman Sachs AI report , which took a measured tone and presented both sides of the debate. But as of 2024, Big Tech is essentially driving the entire S&P 500 and has had incredible revenue growth over the past ~15 years (Google grew over 10x, and Facebook grew by over 100x). to enterprise customers.

Investment 59

Investment Business Consulting Mergers and Acquisitions 59

Software Equity Group

JANUARY 8, 2024

Here is a brief overview of the tool and what it offers: Start with SaaS Multiples The Daily EV/TTM Revenue multiples chart allows users to compare the SEG SaaS Index to other indices, including the NASDAQ, Dow Jones, and S&P 500, from January 2018 to the present.

Management 52

Management Stock Mergers and Acquisitions Business 52

Software Equity Group

JANUARY 8, 2024

Here is a brief overview of the tool and what it offers: Start with SaaS Multiples The Daily EV/TTM Revenue multiples chart allows users to compare the SEG SaaS Index to other indices, including the NASDAQ, Dow Jones, and S&P 500, from January 2018 to the present.

Business 52

Business Management Stock Mergers and Acquisitions 52

Razorpay

OCTOBER 3, 2024

Payments operations are processes for managing a business’s entire lifecycle of money movement. 3) Payment Capture Payment capture is when the fund is taken from the customer’s account. 5) Optimise Settlement Optimising settlement processes i s crucial for improving cash flow and reducing risk exposure.

Bank 52

Bank Banking Business Accountant 52

InvestmentBank.com

OCTOBER 24, 2019

It is widely regarded that these earlier attempts at consolidation ultimately failed; however, important lessons were learned by hospitals and private equity evident in how present-day physician practice transactions are structured [10] [26]. Is Healthcare’s M&A Trend Softening? 2019, May 2). 2016, April 16). 2014, March 25).

Hospitality 40

Hospitality Private Equity Equities Acquisitions 40