How2Exit

MARCH 31, 2024

Patrick brings his expertise from a solid educational foundation with a degree in accounting from James Madison University to his current position as the founder and managing director of M&A transaction services at O'Connell Advisory Group. rn rn rn Emotional readiness and concessions are critical in M&A transactions.

Business 130

Business Mergers and Acquisitions Securities M&A 130

How2Exit

SEPTEMBER 9, 2024

Post-COVID, Steve pursued formal education in M&A, leading to his first acquisition in September 2020. Steve discusses the importance of understanding the motivations behind a business sale, the significance of cash flow analysis, and common red flags to watch out for during financial evaluations.

M&A 130

M&A Mergers and Acquisitions Financial Analysis Financial Statement 130

OfficeHours

MAY 31, 2023

The Wall Street Oasis Guide (Free Version): While I have previously discussed some of the pros and cons of the Wall Street Oasis investment banking forum, they have some varying success when it comes to their discounted cash flow education. However, the biggest flaw of this article is that it, as you would expect, ends with a sale pitch.

DCF 147

DCF Discounted Cash Flow Finance Finance 147

Tyton Partners

DECEMBER 11, 2024

Education companies, in turn, have had to adapt to a shrewder market, and deliver on their promises to customers or risk losing ground. This month, we share findings from a Tyton Partners survey of K-12 education executives, who offer insight into how their companies performed during the 2024 sales cycle.

Sale 52

Sale Shares Funds Book-building 52

How2Exit

JUNE 20, 2023

I specifically avoided corp-run accounts such as those by Deloitte, KPMG, etc. Discover best practices from industry advisors and businesses that are involved in sale and acquisitions activity. Get educated about the trends, challenges and issues that impact the business sale and acquisitions environment. All are good.

M&A 130

M&A Media Mergers and Acquisitions Private Equity 130

How2Exit

MAY 2, 2023

Concept 4: Culture Is Key To Retention One important factor to consider when planning for a business sale is employee retention. No matter the size or scope of a business, employee retention is key to a successful sale. This is because employees are the lifeblood of a business and if they are not retained, the sale could be a failure.

Sale 130

Sale Business Book-building IT 130

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 need for aspiring entrepreneurs to educate themselves about the M&A industry and the specific steps involved in acquiring a business.

Business 130

Business Mergers and Acquisitions Education Broker 130

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. Jay also discusses the concept of timing the sale of a business, highlighting the importance of selling before reaching the peak of growth.

Business 130

Business Mergers and Acquisitions Book-building Profitability 130

Peak Frameworks

MAY 23, 2023

Understanding the Basics of Bookkeeping While bookkeeping is often conflated with accounting , it's crucial to distinguish between the two. Bookkeeping refers to the process of recording daily transactions in a consistent way, and it is a key component of the broader field of accounting. Recording financial transactions.

Financial Transaction 52

Financial Transaction Accountant Business Financial Statement 52

Peak Frameworks

JUNE 27, 2023

This field of study is vital, as it touches the lives of every citizen, affecting areas such as infrastructure development, healthcare provision, and education. trillion in taxes in 2019, accounting for about 95% of the total federal revenue. Sales Tax: This is the tax on the sale of goods and services.

Government 52

Government Finance Finance Management 52

Razorpay

JUNE 5, 2024

A customer has a timeframe of 120 days to file a chargeback, which means your sales are reversible for that time period. Customer account / login ID 5. Customer account / login ID 5. description of the product offered EdTech/ Education Services 1. Customer account / login ID 5. Customer account / login ID 5.

Accountant 98

Accountant Bank Banking Business 98

How2Exit

OCTOBER 2, 2023

b' rn rn rn rn How2Exit Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. He advises buyers to rely on market data and trends to make educated decisions. Their team is experienced in M&A, and they hire the best talent available.

Business 130

Business Acquisitions M&A Finance 130

Razorpay

SEPTEMBER 20, 2023

Doubtnut is an online Indian educational platform founded by Aditya Shankar and Tanushree Nagori in 2016. Their mission is to democratise education by building a platform for India and breaking the barriers of conventional teaching. Thanks to RazorpayX Payroll, we have been able to customise the pay structure, for our sales team.

Education 52

Education Management Accountant IT 52

Growth Business

MAY 23, 2023

The UK’s fintech industry continues to grow thanks to a combination of many factors, including London’s existing standing as a centre of financial excellence, globally respected regulatory frameworks, as well as good education and infrastructure. Financial services contributed £132bn to the economy in 2019, which equated to 6.9 Interested?

Engineering 72

Engineering Finance Finance S&P 72

How2Exit

MAY 20, 2024

b' E214: Guiding Entrepreneurs: David Barnett's Comprehensive Approach to Buying and Selling Businesses - Watch Here rn rn About the Guest(s): rn David Barnett is a seasoned entrepreneur, consultant, author, and educator in the field of buying, selling, and financing small and medium-sized businesses.

Business 130

Business Book-building Equities Acquisitions 130

How2Exit

NOVEMBER 20, 2023

b' E161: Joanna Oakey: Navigating Emotional Dynamics in M&A Deals - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Their team is experienced in M&A, and they hire the best talent available.

M&A 130

M&A Mergers and Acquisitions Book-building Acquisitions 130

Tyton Partners

MARCH 28, 2024

In a similar vein, the race to win K-12 districts’ instructional materials sales is upon us. As K-12 providers and their extended sales organizations shift from their winter “jog” to a more concerted spring “sprint”, many are undoubtedly doing so with trepidation. The 2024 instructional materials sales race is on. How to win?

Sale 59

Sale Book-building Education Portfolio 59

How2Exit

JUNE 16, 2024

Neal illustrates this through the example of a client who narrowly avoided losing his prime location to a sale and was able to secure it by purchasing the property instead. keeping the money in the operating account and dry powder and use it for growing your business." Every month, you're. making a deposit into the equity bank.

Business 130

Business Book-building Finance Finance 130

Wall Street Mojo

FEBRUARY 8, 2024

Individuals often handle various types of expenses during their day-to-day life which do not come under the purview of getting compensated, like expenses related to the parking or toll payment of a personal vehicle, charity contributions, fees for education, and so on. Installment Sale It can help in reducing the tax burden.

Insurance 98

Insurance Medical Financial Models Financial Modeling 98

How2Exit

JULY 3, 2023

In the podcast, Kirk Michie mentions that his primary goal is to help clients get to the right investment banker and M&A attorney, as well as prepare them for maximizing their deal's potential sales price and protecting against potential pitfalls. The speakers also touch upon the perspective of the buyer in a sale transaction.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

How2Exit

OCTOBER 2, 2022

Filipino virtual assistants are often very well-educated (often MBA and PHDs) and can provide a high level of support for tasks above and beyond just customer service, data entry, and appointment scheduling. Setting up secure commerce, controlling assess to administration accounts, access to key servers. Computer Security tasks.

Book-building 100

Book-building Management Business Media 100

PCO M&A Specialists

MARCH 8, 2021

In this educational webcast Andrew de la Chapelle, Senior Strategic M&A Consultant and Dan Gordon, Founder of PCO M&A Specialists have a detailed and highly entertaining conversation to help demystify what is required for business owners to maximize their hard work.

Valuation 40

Valuation Business M&A Consulting 40

How2Exit

OCTOBER 22, 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. rn She sold her own content site, The Write Life, through an asset sale and realized the importance of building equity in her own assets.

Business 130

Business Shares Media Acquisitions 130

Razorpay

AUGUST 6, 2024

Knowing the difference between an invoice and a bill helps business owners and financial professionals streamline their accounting processes and avoid confusion. Proforma Invoice: A preliminary bill of sale sent to buyers before the delivery of goods or services. Invoices serve multiple important purposes in business operations: 1.

Accountant 40

Accountant Utilities Business Sale 40

Tyton Partners

OCTOBER 22, 2024

On the back of these issues, parents, policymakers, educators, and business leaders are hatching responses, setting the course for a more dynamic future. 50% of K-12 parents are part of a segment open-minded towards education alternatives. But there is more to the story. Consequently, the K-12 sector is on the cusp of transformation.

Education 52

Education Business Book-building Funds 52

Tyton Partners

JULY 12, 2024

Founder’s Five is a continuing series from Tyton Partners that invites education company founders to shed light on their own success and illuminate the landscape for other education entrepreneurs and investors by answering five basic questions. Start with the business model: Is this a one-time sale or a subscription ?

Education 59

Education IT M&A Business 59

M&A Leadership Council

DECEMBER 11, 2022

State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

M&A 52

M&A Mergers and Acquisitions Management Acquisitions 52

Tyton Partners

JULY 12, 2024

Founder’s Five is a continuing series from Tyton Partners that invites education company founders to shed light on their own success and illuminate the landscape for other education entrepreneurs and investors by answering five basic questions. Start with the business model: Is this a one-time sale or a subscription ?

Education 52

Education IT M&A Business 52

How2Exit

MAY 20, 2024

As the conversation unfolds, Carl candidly reveals the nuances that distinguish corporate deal-making from Main Street business sales, emphasizing the critical role of rapport and seller psychology. I came from Wall Street where it's all about money, to Main Street where it's a lot more about the intangibles," he reflects.

M&A 130

M&A Mergers and Acquisitions Book-building Business 130

Focus Investment Banking

MAY 20, 2024

The companies I represent are often a life- long endeavor of their owners, so I take as much time as needed to educate them on how to navigate this very unique process. I advise them to be realistic about timetables, financial expectations, even the reality that after the sale, they won’t be directly overseeing their employees anymore.

M&A 52

M&A Mergers and Acquisitions IPO Financial Transaction 52

Razorpay

MAY 24, 2024

ACH payments allow funds to be transferred directly from one bank account to another. Bank transfers enable seamless online transactions between different bank accounts. Banks widely issue them upon account opening and they are available to most individuals without complex eligibility requirements.

Electronics 52

Electronics Business Accountant Bank 52

Mergers and Inquisitions

MARCH 8, 2023

Commodity trading desks within sales & trading at the large banks. For example, on the physical trading side , most of the job consists of simple arithmetic, geopolitical/market knowledge, and sales/relationship/networking skills. Commodity trading advisors (CTAs) , which are like hedge funds in some ways (see below).

Funds 119

Funds Finance Finance Trading 119

M&A Leadership Council

APRIL 6, 2023

In our first installment, titled, “ Separation for Success – Divesting for Maximum Value ,” we covered how to master the divestiture process by upgrading your pre-sale planning approach and the importance of playing both “offense and defense” when preparing a business to be divested.

M&A 52

M&A Mergers and Acquisitions Sale Business 52

Razorpay

AUGUST 11, 2024

Revenue Loss and Associated Fees A chargeback results in loss of sale/product/service, and the chargeback fee. A refund results in loss of sale/product/service only. The retailer issues a refund to the customer’s original payment method, and the customer receives a credit or the money back in their account.

Bank 52

Bank Banking Accountant Funds 52

IBG

MAY 31, 2023

Understanding the traits common to each buyer category can help sellers level the playing field in a business sale of any size. In middle-market business sales, the value of the deal and the path to a successful closing are shaped in large part by a factor that many sellers underestimate: the type of buyer that is evaluating your company.

Business 52

Business Sale M&A Private Equity 52

Razorpay

SEPTEMBER 22, 2024

Setting Up Recurring Invoices Businesses can easily set up recurring invoices through their accounting software by selecting the recurring billing option, entering client details, and specifying the products or services to be billed. Does your accounting software support recurring invoices? How Does a Recurring Invoice Work?

Accountant 52

Accountant Business Utilities Management 52

GillAgency

FEBRUARY 10, 2022

Do not use your company email to discuss anything regarding the sale with anyone. After the sale your email and files will become the property of your buyer. And soon, Baby Boomers are going to a big percentage of all the businesses for sale. As such, your accountant or CFO has to be part of the exit team.

Business 52

Business Sale Broker IT 52