Sun Acquisitions

FEBRUARY 23, 2024

They review financial statements, tax records, and cash flows to assess the proper financial health of a business or property. Valuation: Accountants help sellers determine the fair market value of their assets. For buyers, they assess whether the asking price aligns with the actual worth of the investment.

Broker 59

Broker Accountant Negotiation Financial Transaction 59

iMerge Advisors

APRIL 15, 2025

CFIUS Review: Foreign Buyers and National Security If your buyer is a non-U.S. This interagency body has the authority to block or unwind transactions that pose national security risks. Understanding these risks early and planning accordingly can mean the difference between a smooth exit and a stalled transaction.

M&A 40

M&A Mergers and Acquisitions Advisory Acquisitions 40

Devensoft

JUNE 13, 2023

These include assessing company goals and objectives, determining the appropriate post-merger integration or divestiture strategy, and conducting due diligence and risk assessment. Don’t have time to read the full article? Get a copy to-go. Download the full article as a PDF. Short on time?

M&A 52

M&A Mergers Mergers and Acquisitions Management 52

How2Exit

MAY 29, 2023

Using a business valuation tool like BizEquity, the wealth planner can assess the value of the business and determine if the owner needs to reduce their lifestyle by 20% or look at other options. It also helps them understand the potential for growth and the risks associated with their business.

Business 130

Business Sale IT Book-building 130

M&A Leadership Council

JUNE 12, 2023

Also, I find it’s helpful to remind deal leaders and business sponsors that every organization has a different definition of what is traditionally called IT, for example, core platform, shared services, network, infrastructure, applications, data, security, etc. Second, impact to deal valuation or terms.

IT 52

IT M&A Insurance Securities 52

M&A Leadership Council

SEPTEMBER 9, 2021

Also, I find it’s helpful to remind deal leaders and business sponsors that every organization has a different definition of what is traditionally called IT, for example, core platform, shared services, network, infrastructure, applications, data, security, etc. Second, impact to deal valuation or terms.

IT 52

IT M&A Insurance Securities 52

The TRADE

APRIL 30, 2024

On 30 June 2023, Livor was replaced by the Secured Overnight Financing Rate (SOFR). This has resulted in a range of operational and legal challenges, as well as potential basis risk between Libor and RFR-based contracts. This can lead to more efficient use of capital and reduced financing costs for investors and financial institutions.

Financial Institution 69

Financial Institution Financial Market Risk Management Bank 69

Lake Country Advisors

APRIL 9, 2025

In 2025, digital tools, artificial intelligence, and automation are making transactions faster, more efficient, and more secure. Sellers and buyers now expect data-driven insights, real-time valuations, and digital platforms that streamline business sales. Online deal flow is faster, smoother, and more transparent than ever.

Broker 52

Broker Business Valuation Negotiation 52

Focus Investment Banking

FEBRUARY 1, 2024

Many shop owners had been contemplating selling because valuations remain at healthy levels, albeit off the 2021-22 peak, fed by the post-pandemic rebound and private equity’s desire to put their capital to work. Company valuations can change significantly even if the overall business grows, and we saw this in 2023.

Equities 52

Equities Manufacturing Business M&A 52

Focus Investment Banking

JANUARY 27, 2025

The market is healthy at the moment, with attractive valuations driven by conventional motives for merger activity. Rarely, however, does geopolitical risk factor significantly into the conversation. OEMs are biased toward cost before security, since we are accustomed to orderly trade. We think it should.

Manufacturing 52

Manufacturing Electronics M&A Business 52