Sica Fletcher

OCTOBER 16, 2024

The following article examines valuation multiples for registered investment advisor (RIA) firms as of 2024, based on data gathered from our SF Index and available third-party sources. How these client demographics affect RIA valuations really depends on what the buyer is looking for, as indicated by the table below.

Valuation 52

Valuation Mergers and Acquisitions Insurance M&A 52

TechCrunch: M&A

JULY 18, 2024

The fire sale was reported by TechCrunch last week. Canadian private equity firm PartnerOne paid $28.2 million for HeadSpin, a mobile app testing startup whose founder was sentenced for fraud earlier this year, according to documents viewed by TechCrunch. All rights reserved.

Private Equity 245

Private Equity Valuation IT Capital 245

The TRADE

JULY 2, 2024

SIX and Avaloq have partnered to launch a new independent valuation service aimed at enhancing participants’ ability to value structured products. Users can subscribe or unsubscribe to instruments via ISIN requests to obtain end-of-day valuations for non-listed structured products. The service is available through the CONNEXOR API.

Valuation 59

Valuation Corporation Engineering Trading 59

Wall Street Mojo

JANUARY 3, 2024

What Is Sales Return Journal Entry? Sales Return in terms of payroll journal entry can be defined as the one which shall be used to account for the customer returns in the books of account or to account for when there is a return of goods sold by the customer due to defective goods sold, or misfit in requirement of the customer, etc.

Sale 98

Sale Accountant Financial Modeling Financial Models 98

Sun Acquisitions

SEPTEMBER 30, 2024

As you meticulously evaluate financial statements, assess market conditions, and fine-tune your pitch, it’s crucial not to overlook the less conspicuous elements that can significantly influence your business’s valuation in mergers and acquisitions (M&A).

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

Francine Way

JULY 20, 2017

Thus far, we have covered four popular valuation methods in M&A (DCF, Comparable Company, Precedent Transaction, and LBO) and one less known one that is making its way out of the academic realm into the business world (Dividend Discount Method, DDM). The 2nd valuation method for today is the Liquidation Value method.

Valuation 130

Valuation M&A Business IT 130

CNBC: Investing

APRIL 3, 2024

Tesla first-quarter deliveries fell short of estimates and may spell trouble for the stock, JPMorgan said.

Valuation 126

Valuation Sale Stock 126

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

JD Supra: Mergers

JULY 17, 2023

Do you know what two factors drive the most value in your practice sale? How are practices even valued by private equity investors? Hear it directly from a seasoned investment banker. link] By: FOCUS Investment Banking

Private Equity 130

Private Equity Equities Valuation Investment Banking 130

Sun Acquisitions

OCTOBER 13, 2023

Valuation lies at the heart of every successful M&A transaction, providing a framework to determine the worth of a target company. Valuation techniques in M&A involve a comprehensive assessment of financial, operational, and market factors. Discounted Cash Flow (DCF) analysis is a commonly used income-based valuation technique.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

Sica Fletcher

JUNE 11, 2024

The following report contains our projections for Q3 2024 insurance broker valuation multiples. Insurance Broker Valuation Multiples: Q3 2024 Projections Using these numbers as a baseline, let’s examine the insurance industry more closely to identify influential factors behind its specific changes.

Broker 52

Broker Insurance Valuation S&P 52

Global Banking & Finance

AUGUST 15, 2024

By Amy-Jo Crowley and Alexander Hübner LONDON (Reuters) – The owners of the World Rally Championship’s commercial arm are exploring options including a possible sale of the business, seeking to bring in cash at a time of high valuations for sports media rights, according to people familiar with the matter.

Sale 52

Sale Media Valuation Business 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? Approaches to Business Valuation To achieve a comprehensive business valuation, professionals employ a range of methods.

Valuation 52

Valuation Business Mergers and Acquisitions Insurance 52

Lake Country Advisors

MAY 16, 2024

More than anything, it creates a strong impression during business valuations and financial assessments. The ability to respond quickly to customer concerns and celebrate their feedback publicly builds a positive brand image that is crucial during acquisitions or sales. Social media trends and algorithms are highly volatile.

Media 98

Media Business Sale Valuation 98

How2Exit

AUGUST 19, 2024

E239: The Ultimate Exit Guide: Top Strategies for Preparing Your Business for a High-Value Sale - Watch Here About the Guest(s): Christine Nicholson is a distinguished business mentor, speaker, and expert in exit and succession planning. “Business owners need to believe that someone else can do it,” Nicholson asserts.

Business 130

Business Sale Mergers and Acquisitions M&A 130

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. EV/TTM revenue multiple.

Valuation 52

Valuation Investors IT Management 52

Sun Acquisitions

JUNE 13, 2024

Whether it’s due to retirement, a desire for a new challenge, or seizing a timely opportunity, the sale of a business is a critical decision that requires careful planning and execution. What do you hope to achieve through the sale? Defining your goals will serve as the compass guiding your decisions throughout the process.

Sale 59

Sale Mergers and Acquisitions Negotiation Business 59

Francine Way

JULY 10, 2017

The core element of M&A is company valuation. Strategy, due diligence, financing, purchase price, and buyer-seller alignment all revolve around valuation and the enterprise value for the buyer and the seller. Valuation focuses on two questions: 1. Whether the sale is hostile or friendly also matter significantly.

Valuation 130

Valuation M&A Equities Shares 130

Lake Country Advisors

APRIL 15, 2024

A successful business sale hinges on solid negotiation skills. Best Practices for Negotiation of the Sale of Your Business Negotiating the sale of your business will impact your financial future and your company’s legacy. Valuing your business accurately is the cornerstone of a successful sale.

Negotiation 69

Negotiation Sale Business Broker 69

Sun Acquisitions

NOVEMBER 17, 2023

Valuation is the process of determining the worth of a business, and it plays a pivotal role in M&A transactions. Why Market Value Matters in M&A Valuation is the cornerstone of any M&A transaction. Financial Due Diligence: Valuation helps in conducting comprehensive financial due diligence.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation M&A Mergers 59

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

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

Focus Investment Banking

APRIL 7, 2024

One aspect that is often talked about and significantly impacts the business landscape is the relationship between interest rates, private equity groups, and business valuations. Impact on Business Valuations: The fluctuation in interest rates not only influences PE activities but also affects how businesses are valued.

Private Equity 52

Private Equity Valuation Equities Business 52

Sun Acquisitions

SEPTEMBER 21, 2023

One of the critical hurdles lies in effectively marketing your business for sale. In this blog post, we will explore some common challenges business owners face when marketing their businesses for sale and discuss strategies to overcome them, ultimately ensuring a smooth and successful transition.

Sale 64

Sale Business Broker Valuation 64

JD Supra: Mergers

JUNE 14, 2024

In business purchase and sale transactions, the purchase price leads to some of the most contentious push and pull in negotiations. A majority of disagreements arise from each party’s valuation of the target company as well as how to determine which party will assume more risk.

Business 171

Business Negotiation Valuation Sale 171

Sun Acquisitions

JUNE 11, 2024

However, with the right mindset and strategic approach, entrepreneurs can maximize the profitability of their business sales. Strategic Preparation: Lay the Foundation for Success A profitable business sale begins long before the negotiations start. Their expertise can drive a profitable deal and address unforeseen challenges.

Profitability 59

Profitability Sale Business Mergers and Acquisitions 59

The Guardian: Mergers & Acquisitions

MAY 15, 2023

Digital publisher and owner of Vice News and Vice TV was once valued at $6bn but has agreed sale for $225m Vice, the once high-flying media startup that reached a peak valuation of nearly $6bn (£5bn), has filed for bankruptcy protection in the US as the digital publisher engineers a cut-price sale to a group of lenders.

Sale 76

Sale Media Engineering Valuation 76

Sun Acquisitions

AUGUST 21, 2024

Schaumburg, Illinois – August 21, 2024 – Sun Acquisitions, a leading mergers and acquisitions firm headquartered in Chicago, is pleased to announce the successful sale of Petersen International Furniture to Commonwealth Initiatives LLC. This powerful combination is poised to drive significant growth for both entities in the future.

Sale 59

Sale Acquisitions Mergers and Acquisitions Food 59

Sun Acquisitions

SEPTEMBER 29, 2023

One of the critical hurdles lies in effectively marketing your business for sale. In this blog post, we will explore some common challenges business owners face when marketing their businesses for sale and discuss strategies to overcome them, ultimately ensuring a smooth and successful transition.

Sale 59

Sale Business Broker Valuation 59

Sun Acquisitions

MAY 15, 2023

Here is a beginner’s guide to understanding valuation for family businesses. Identify Your Valuation Goal: Before getting started, you must identify the overall objective you are trying to achieve with this process. Doing research ahead of time will help determine which valuation methods are best suited for your needs.

Valuation 52

Valuation Business M&A Debt 52

Francine Way

JUNE 22, 2020

To pick up where we last left off with valuation, I will cover the topic of a Merger Relative Valuation in this blog post and move on to other non-valuation topics from here. Getting this part wrong will yield incorrect synergies that will under/overstate the entire valuation.

Valuation 130

Valuation M&A Mergers Mergers and Acquisitions 130

Software Equity Group

NOVEMBER 14, 2023

Sometimes referred to as gross profit margin (GPM), gross margin on sales, or gross margin percentage, gross margin serves as an important means of evaluating your business’ growth potential. Read more to learn about SaaS gross margin and what it means for your company’s valuation. Doing such yields Company B a valuation of $54M.

Valuation 52

Valuation Profitability Investors Business 52

Sun Acquisitions

AUGUST 2, 2024

Public knowledge of the sale can lead to a drop in sales, loss of key employees, and decreased customer confidence. Here are some strategies to ensure discretion: Confidential Marketing When listing your HVAC business for sale, use confidential marketing techniques. Ensure you highlight these aspects in your valuation.

Sale 52

Sale Business Broker Profitability 52

Focus Investment Banking

SEPTEMBER 3, 2024

So to match the pace of automotive deals and because we find it more effective, we employ a two-stage sale process. A two-stage sale process involves first getting indications of interest (IOIs) from as many buyers as we can and then narrowing down that buyer pool by inviting the more serious ones to submit formal letters of intent (LOIs).

Sale 52

Sale Business Negotiation Valuation 52

CNBC: Investing

JANUARY 4, 2024

Another Wall Street firm is moving to the sidelines on shares of Apple.

Valuation 115

Valuation Sale Shares 115

Chesapeake Corporate Advisors

MARCH 22, 2023

You may have heard the term “business valuation” in the context of selling a company. But a business valuation is much more than a tool to assess how much a buyer might pay for the company you have spent years building. At any stage of your business’ lifecycle, a valuation can create a competitive advantage.

Valuation 52

Valuation Business Advisory Sale 52

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