Solganick & Co.

OCTOBER 11, 2023

The following summarizes the report, which you can also download here: Solganick M&A Update – Legal Technology (Q4 2023) Rising investments in technologies to automate and optimize legal procedures are actively improving the productivity and profitability of legal service providers. market outlook from 2023 to 2030.

M&A

Viking Mergers & Acquisitions

MAY 18, 2023

Lower overhead costs often mean increased profits, which the e-commerce sector has demonstrated with its substantial growth in recent years. Read on for four tips for selling an e-commerce business profitably and seamlessly. Look for a broker with a strong record of well-negotiated and profitable sales.

Business

Sica Fletcher

APRIL 30, 2024

Preparing for an Insurance Agency Valuation Because the valuation process is really about determining the profitability of your insurance agency, any and all efforts should be made prior to the valuation to reduce costs and generate revenue. This figure is often averaged by calculating EBITDA over the course of several years.

Insurance

Sica Fletcher

MAY 8, 2024

And it certainly does not stop less-than-reputable advisory firms from agreeing to represent you and taking their regular retainer fees, despite knowing full well your agency can’t be sold. What Documents Do I Need? Beyond proof of sustained profitability when analyzing these documents, look for: Liquid Assets.

Insurance

Sica Fletcher

MARCH 12, 2024

The shortest answer we can give is, “You give us some specific documentation, and we’ll run some numbers to determine how much the agency is worth.” Typically, buyers place less favor on revenue multiple valuations because they do not accurately represent the profitability of an agency as well as EBITDA.

Valuation

Sica Fletcher

OCTOBER 23, 2024

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. These documents include: How To Value an RIA: Key Documents by Type Sellers should be prepared to have their M&A advisor or a third party (usually provided by the advisor) review these documents in detail.

Valuation

Lake Country Advisors

AUGUST 7, 2023

Aspects of your business such as revenue consistency, profitability, and growth rate are typical KPIs that will pique the interest of buyers. They are strategic initiatives that can enhance your business operations, competitiveness, and profitability in the long run. What are the tax implications of selling a business in 2023?

Business

iMerge Advisors

APRIL 9, 2025

The most common methodologies include: EBITDA Multiples : Often used for mature, profitable software businesses. Revenue Multiples : Common for high-growth SaaS companies, especially those reinvesting heavily in growth and not yet profitable. Profitability and Cash Flow While growth is important, buyers also value efficient operations.

Valuation

Chesapeake Corporate Advisors

MAY 7, 2024

The CPA prepares key financials before the sale process begins—such as audited or reviewed financial statements—and provides the financial documents buyers use to value the deal. They also draft legal documents to protect and distribute your wealth, articulate your health directives, and reduce estate tax impacts.

Business

iMerge Advisors

APRIL 8, 2025

Key legal documents include: Asset or Stock Purchase Agreement (APA/SPA) Reps and warranties schedules Employment or consulting agreements (if youre staying on) Escrow and indemnification terms Deal structure including whether its an asset or stock sale has major tax and liability implications. But your work isnt done.

Valuation

Focus Investment Banking

JULY 24, 2023

Culturally, the company DNA was solid; the development team maintained thorough documentation and executed on its plans. It had a great customer base and recurring revenue backed by renewable contracts and had reached profitability without investment capital. How has working with companies like CPFD informed your advisory practice?

Sale

How2Exit

MAY 15, 2023

a strategic legal advisory out of New York City, is a prime example of someone who has been successful in this field. His advisory practice helps them through catalytic, transformational, and strategic events, such as mergers and acquisitions, governance issues, capital raising, and disputes.

M&A

Focus Investment Banking

MAY 15, 2023

Alpha Systems started as a paper document management company that mostly served patient care institutions throughout the Mid Atlantic. It was profitable with good cash flow, no customer concentration, and highly recognizable repeat customers in spite of obvious inefficiencies and strategic challenges.

Sale

MergersCorp M&A International

JANUARY 11, 2024

MergersCorp M&A International is a leading advisory firm that specializes in mergers and acquisitions (M&A) transactions. This involves analyzing the target’s historical financial statements, cash flows, revenue streams, profitability, and other financial metrics.

M&A

Solganick & Co.

OCTOBER 6, 2023

Consider factors like revenues by type, growth rates, gross profit margins, EBITDA and potential adjustments (positive and negative), customer concentration, intellectual property, client and revenue retention rates, comparable companies that have recently traded, public companies in the sector, and other industry benchmarks.

Sale

How2Exit

JULY 3, 2023

Kirk Michie, with his three decades of experience in finance and business advisory, has honed his expertise in mergers and acquisitions, making him well-suited to assist entrepreneurs in navigating these transactions. The presence of both talented entrepreneurs and individuals solely motivated by profit further complicates the industry.

Mergers and Acquisitions

Sica Fletcher

MARCH 26, 2024

Buyers want to acquire your agency and intend to sell it after several years for a profit, typically as part of a larger portfolio of purchased companies (e.g., and EBITDA gives buyers a better sense of the agency's future profitability. The advisory team targets a single high-profile buyer on whom they focus their marketing efforts.

Insurance

How2Exit

AUGUST 8, 2023

rn In the podcast, Chelsea Mandel, the founder of Ascension Advisory, discusses her experience in the real estate and M&A space, particularly in sale-leasebacks. These entrepreneurs are individuals who buy businesses with the intention of improving them and selling them for a profit within a few years.

Sale

iMerge Advisors

APRIL 9, 2025

Profitability and Margins While some buyers prioritize growth over profits, especially in earlier-stage deals, strong gross and EBITDA margins still matter. Streamline operations clean up financials, reduce customer concentration, and document key processes. They indicate operational discipline and scalability.

Sale

Sica Fletcher

MAY 15, 2024

This removes the effects of non-cash expenses on the agency, thus isolating the agency’s profitability because they can be different under the buyer’s management. Consult your own documents when making these calculations, and use the examples in this article only as a template.

Insurance

Sica Fletcher

MARCH 14, 2024

In addition, getting the valuation process started demands a hefty bill and entails poring over extensive documentation for several weeks. Larger or more profitable firms, however, may be closer to the higher estimates. We call this approach, based on years of experience, “EBITDA x5. ”

Insurance

M&A Leadership Council

JUNE 18, 2024

Data Collection: Gather relevant data and documents, such as financial statements, legal filings, operational reports, and market analyses: Collect historical and current financial statements, including balance sheets, income statements, and cash flow statements. Document assumptions and uncertainties in the risk analysis process.

Risk Assessment

Sica Fletcher

JULY 2, 2024

Financial: Often referred to as private equity, these buyers are interested in purchasing an insurance agency for the express purpose of making it more profitable and then reselling it further down the road. That’s one of several reasons why it’s so important to work with an experienced M&A advisory firm.

Insurance

Sun Acquisitions

SEPTEMBER 9, 2022

They have a say over profits and company ownership. A good case study of why it’s essential to be mindful of who you sell to and the equity you give up can be seen in the following story: In 2006 Greg Alexander founded Sales Benchmark Index (SBI) a growth advisory firm. What Documents are Needed to Sell a Business?

Equities

The TRADE

DECEMBER 8, 2023

The SEC’s fellow domestic regulator, the Commodity Futures Trading Commission, also let the market know this summer through an advisory that some prime brokers may have to register as derivatives clearing organisations (DCOs), in what could be a burdensome process.

Broker

Sica Fletcher

SEPTEMBER 12, 2024

Changes in the Valuation Process Valuation is the first formal step in the M&A deal process, taking place once the seller has gathered all their preliminary documents and made any necessary changes to the company's internal structure to make it more profitable.

Insurance

M&A Leadership Council

JUNE 18, 2024

Data Collection: Gather relevant data and documents, such as financial statements, legal filings, operational reports, and market analyses: Collect historical and current financial statements, including balance sheets, income statements, and cash flow statements. Document assumptions and uncertainties in the risk analysis process.

Risk Assessment

Software Equity Group

APRIL 9, 2024

Typical documents exchanged during the due diligence phase of an M&A transaction include documents such as the CIM, financial models, customer analysis, employee census, vendor agreements, sales contracts , intellectual property such as trademarks and copyrights, and so on.

Negotiation

GillAgency

FEBRUARY 10, 2022

Also create a document repository that is not connected with your business. A lawyer will come in after due diligence is complete when closing documents are being drawn out. Advisory Role The business sale process is extremely rewarding but equally excruciating. 15.4.3 Do not feel uncomfortable to push back.

Business

Cleary M&A and Corporate Governance Watch

FEBRUARY 2, 2024

The court found that the board, rather than negotiating against Musk, cooperated with him, working alongside him “almost as an advisory body.” [12] One member of the board, Kimbal Musk, was Elon Musk’s brother. Musk’s initial proposal was the only one seriously considered until Musk’s second proposal, which he unilaterally offered.

Negotiation

iMerge Advisors

APRIL 19, 2025

EBITDA or cash flow Especially relevant for profitable or breakeven businesses. Deferred revenue, ARR/MRR, and CAC/LTV should be clearly documented. Key factors include: ARR or MRR For SaaS companies, recurring revenue is the foundation. Multiples vary by growth rate, churn, and net revenue retention.

Valuation

Focus Investment Banking

SEPTEMBER 10, 2023

Here are just a few ways AI can help small and medium-sized business services companies become more efficient, profitable and valuable: Human Resources: HR departments have been using AI for years to filter through hundreds of job applications, saving time but also increasing the likelihood of finding the right candidate. We’re here to help.

Business

Growth Business

MARCH 1, 2024

If your business has an innovative product that can disrupt the market as well as strong figures that suggest it can generate a large profit within five years, it’s very likely that a private equity company will be interested in you.

Private Equity

Devensoft

AUGUST 24, 2023

Financial Synergy : Financial synergy involves leveraging combined financial resources, such as capital, cash flow, or risk management capabilities, to achieve cost savings, maximize profitability, and enhance investment opportunities. Ensure that all necessary approvals, permits, and documentation are in place for a smooth transition.

Business

How2Exit

JULY 13, 2023

For example, one person may prioritize the liability of an industry due to having other assets to protect, while another person may prioritize the profitability of an industry. By building a scalable and profitable business, owners can increase its value and attract potential buyers.

Business

How2Exit

JUNE 10, 2024

Currently, Michael is a partner at Mufson Howe Hunter & Company (MHH), where he specializes in mergers and acquisitions and provides expert advisory services to clients looking to achieve successful exits. Maintaining Strong Financial Records Mufson insists on the significance of having well-documented financials.

Investment Banking

iMerge Advisors

APRIL 14, 2025

Private equity firms, in particular, are favoring SaaS businesses with: Consistent YoY growth of 20%+ EBITDA margins of 1525% or a clear path to profitability Low customer acquisition costs (CAC) and high LTV/CAC ratios For AI companies, the same principles apply but with added scrutiny on R&D spend. Technical debt is a deal killer.

Acquisitions