JD Supra: Mergers

AUGUST 8, 2025

Build a Morning News Digest: Easy, Custom Content, Free! [Hot Topic] Artificial Intelligence [Hot Topic] Employer Liability Issues Latest IMMIGRATION News & Updates Stay Informed: Popular Reads on JD Supra Meet JD Supras Top Authors! hide - hide Back to Top Home What Is JD Supra? hide - hide Back to Top Home What Is JD Supra?

Acquisitions

Razorpay

JULY 23, 2025

Think of it as a postal address for your bank account – it tells the banking system exactly where your money should go during electronic transfers, direct debits, and other automated transactions. Often, international transfers to UK accounts require both codes working together.

Bank

Razorpay

JUNE 18, 2025

Still relying on spreadsheets to manage employee reimbursements? Proper paperwork keeps reimbursements non-taxable under accountable plans. These costs usually happen when someone pays for something on behalf of the company, like booking a cab for a client meeting, buying office supplies, or paying for lunch during a work trip.

Management

Focus Investment Banking

JUNE 13, 2025

Last month, I discussed the importance of shifting your mindset from that of an owner to an operator to help ensure the long-term success, scalability and commercial viability of the business that you’ve worked so hard to build. They build organizations that can operate, grow and thrive without them. Create accountability.

Book-building

Focus Investment Banking

AUGUST 6, 2025

Bill Black on Scaling National Fleet Management In this episode of Know to Grow, Chandler Kohn sits down with sits down with Bill Black , founder and CEO of National Fleet Management. We’re scratching our heads and we, we looked and we’re like, man, we’re an independent repair shop with a Volvo sign on the building.

Management

Focus Investment Banking

JULY 25, 2025

And so I took a long stretch in college because I was not a very good student and managed to get my degree in molecular biology after seven years, decided not to do the whole doctor thing. So I continued to build my craft and then graduated, couldn’t get a job, went to apply for a, a job at a dealership Body Shop.

M&A

Focus Investment Banking

JUNE 13, 2025

And so it’s just it’s like building a house. Through a level of efficiencies in relationship building and building culture, we were able to continue to grow the business. Josh, you mentioned something that I noted down along the lines of building the foundation before you build the skyscraper on up.

Business

Focus Investment Banking

JUNE 18, 2025

From building a local brand that stands out, to effectively reaching your ideal customers, Micki brings practical, proven insight for shops of all sizes—especially those trying to compete with national consolidators. Put faces to names and faces to services and it seems like a no brainer in building rapport. I know you.

M&A

How2Exit

NOVEMBER 8, 2023

He explains the concept of open book management and how it can demystify financials for employees. rn Steve and Ron discuss the challenges faced by businesses and the need to build a great company. They stress the importance of aligning education, accountability, and incentives to the goal of building a great company.

Business

Razorpay

JUNE 10, 2023

What is Accounting? Accounting is the process of recording a business’s financial transactions. The objective of accounting is to prepare financial statements like the Balance Sheet, Cash Flow Statement and Income Statement which give detailed insights into the financial performance of a business. How Does Accounting Work?

Accountant

How2Exit

NOVEMBER 12, 2023

b' E159: Building an Empire - Businesses, Private Equity, And M&A - With Adam Coffey - Watch Here rn rn _ rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Army soldier, engineer, and pilot.

Private Equity

How2Exit

OCTOBER 29, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. He is also the author of "The Manager's Handbook," a best-selling book in the business space.

Shares

Wall Street Mojo

JANUARY 18, 2024

Trial Balance Meaning Trial Balance is the report of accounting in which ending balances of a different general ledger of the company are and is presented into the debit/credit column as per their balances, where debit amounts are listed on the debit column, and credit amounts are listed on the credit column.

Accountant

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. Buyers will evaluate the retention and churn rates of your customers as well as the revenue tied to each account. billion by 2026.

Management

How2Exit

MARCH 14, 2023

She noted that social media had been a “lightning rod of just awareness” Brown also recommended the book “The 80/20 Principle” by Richard Koch, which she said is “phenomenal” and has “clear lessons” that can help entrepreneurs. Concept 5: Success Leaves Clues Success does not come easy.

Business

Razorpay

OCTOBER 7, 2024

Many business owners and financial professionals get confused between proforma invoices and account sales. Understanding the difference between proforma invoices and account sales is essential to ensuring you handle your transactions correctly. What Is Account Sales? How Does Account Sales Work?

Accountant

How2Exit

OCTOBER 2, 2022

Group the into areas so you can make a concise job description - example: post to Facebook, update Twitter, create infographics, check my direct messages - becomes “Social Media Management” Write done 2 or 3 interview questions someone who would be doing this task should know the answer to. Computer Security tasks.

Book-building

How2Exit

MAY 20, 2024

Barnett is also an accomplished author with multiple books on topics related to investing in local businesses, franchising, and buy-sell strategies, with his latest book set to release in the fall. rn rn rn Prudent financial management and an understanding of potential business hazards are essential before taking on leverage.

Business

How2Exit

MARCH 21, 2023

Additionally, it is important to ensure that any personal expenses are removed from the books before the business is put up for sale. Additionally, it is important to understand the company’s current management team and any potential risks associated with them. It is also important to plan ahead when selling a business.

Business

How2Exit

JULY 29, 2024

She's recently penned a book, "Get Acquired," which outlines actionable steps for owners to sell their own companies. Key Takeaways: Demystifying the Art of Selling Businesses : Christine's book "Get Acquired" serves as a comprehensive guide for small business owners looking to sell. Start with small items and work up to larger deals."

Business

Francine Way

JULY 17, 2017

Lastly, I would be remiss if I don’t mention that some companies do perform LBOs when management considers taking the company private (from a public status), usually with the help of a PE firm. The major steps of LBO are: Building the Sources and Uses tables. Building a proforma balance sheet. Modeling the future exit.

Valuation

How2Exit

MAY 22, 2023

Walker Diebold, bestselling author of “Buy Then Build: How to Acquisitions Entrepreneurs Outsmart the Startup Game,” experienced the stock market firsthand as a stockbroker and learned valuable lessons from his experiences. In 2018, Walker released his book “By Then Build” which was inspired by this idea.

Business

Razorpay

FEBRUARY 19, 2025

Manual processes in accounts payable are like chequebooks in a world of UPIslow, tedious, and honestly, sometimes unnecessary. And heres the ironywhile some finance teams have the headcount to manage reconciliations and paperwork, the real bottleneck isnt just manpower; its the lack of speed, accuracy, and visibility.

Management

OfficeHours

FEBRUARY 9, 2024

The Lateral Process The biggest piece of advice I have for current banking analysts looking to lateral is to actively build your network. Given that we were mainly doing sell-sides at the EB, a lot of the analysis work was valuation as well as positioning the company and helping the management team with the presentations.

Private Equity

The TRADE

OCTOBER 4, 2023

As part of the acquisition, Bryan Messer has been appointed general manager of Asia Pacific, managing director of portfolio management solutions and artificial intelligence at LiquidityBook, with his staff also joining. In addition, the accounting and reconciliation engines of Messer Financial Software will be integrated.

Portfolio Management

Razorpay

OCTOBER 26, 2023

In the dynamic landscape of business, one fundamental aspect stands tall as the lifeblood of any enterprise – cash flow management. For small and medium-sized enterprises (SMEs), mastering the art of cash flow management is often the key to survival and success. His mission?

Business

How2Exit

SEPTEMBER 4, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. He highlights the value of clean books and the benefits of getting a quality of earnings report before selling a company.

Business

Razorpay

NOVEMBER 21, 2024

Team Management Why add a team member? Whether it’s managing vendor payments, handling payroll, or reviewing reconciliations, team management lets you assign the right tasks to the right people while keeping everything under control. Book a call How to add a team member? How to set up an approval workflow?

Book-building

How2Exit

FEBRUARY 23, 2023

When considering buying an existing business, it is important to take into account the size of the business. However, it is important to take into account the size of the business and to understand the process of buying an existing business. Finally, experienced employees can provide valuable insight and knowledge to the business.

Business

How2Exit

MAY 20, 2024

rn Key Takeaways: rn rn rn The transition from corporate to Main Street M&A involves a significant emphasis on seller psychology and building rapport with business owners. rn rn rn A novel way of teaching M&A is through storytelling, which Carl explores through his upcoming book that fuses technique and narrative.

M&A

Growth Business

OCTOBER 23, 2024

With the increase in customer volume, transactions, and revenue, finding the right payment solution can help you stay efficient, keep fees manageable, and maintain great customer experiences. As your sales volume increases, managing inventory, sales data, and customer insights becomes more complex.

Business

How2Exit

JULY 23, 2023

Ron Sponsor: Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. He emphasizes the need to avoid spreading oneself too thin and instead concentrate on building expertise in a specific area.

M&A

How2Exit

JUNE 26, 2023

Another reason why it is important to choose experienced help is that there are many legal and financial considerations that need to be taken into account when selling a business. This can involve delegating tasks to others, building a strong team, and focusing on other aspects of one's life outside of work.

Business

Razorpay

SEPTEMBER 22, 2023

The Unified Payments Interface (UPI) is a game-changer technology for digital payments, allowing users to make instant payments, check account balances, and manage multiple bank accounts in a single app. Users can also transfer money by selecting receiver’s contact from their phone book or entering the receiver’s contact number.

IT

The TRADE

DECEMBER 21, 2023

For some asset managers and hedge funds, the seemingly impossible notion of all traders not physically sitting together on a centralised desk and communicating face-to-face was all but wiped away overnight as the hybrid working setup was forcibly tested and passed with flying colours. Outsourced trading is no longer a taboo topic.

Trading

How2Exit

AUGUST 27, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. He humorously reveals that the title of the book is "Get Rich, Quick My Ass," emphasizing the misconception that these ventures yield instant wealth.

Business

How2Exit

MARCH 1, 2023

Concept 2: Manage Professionals Wisely When it comes to buying and selling a small business, it is important to manage professionals wisely. It is also important to understand the role of the client in managing the deal and the professionals involved. One of the main areas of M&A is real estate.

M&A