Remove Advisory Remove Document Remove Valuation
article thumbnail

Our startup handles a lot of user data. What privacy, security, or compliance documentation will acquirers expect us to provide (e.g., GDPR policies, SOC 2 certification)?

iMerge Advisors

Summary of: What Privacy, Security, and Compliance Documentation Will Acquirers Expect? In this article, well outline the key privacy, security, and compliance documentation that buyers especially private equity firms and strategic acquirers expect to see during due diligence.

article thumbnail

How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions)

How2Exit

E285: How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions) - Watch Here About the Guest: Francisco Uriarte is Managing Partner at Connelly Capital, a Puerto Rico-based M&A advisory firm. Working capital traps are real – Mismanaging receivables, payables, or inventory can silently kill your valuation.

Business 130
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Insurance Agency Valuation 101: Understanding the Essentials

Sica Fletcher

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.

article thumbnail

How do I value a software company with recurring revenue?

iMerge Advisors

A Strategic Guide for Founders and CEOs For software founders contemplating a sale, the question of valuation is often the firstand most complexhurdle. Understanding the Core Valuation Framework At its core, software company valuation is typically based on a multiple of earnings or revenue. What is my software company worth?

article thumbnail

What should I include in a Confidential Information Memorandum (CIM)?

iMerge Advisors

In the world of mergers and acquisitions, the Confidential Information Memorandum (CIM) is more than just a document its your companys first impression to serious buyers. For software and technology founders considering a sale, the CIM is a strategic asset that can shape buyer perception, drive valuation, and accelerate deal momentum.

article thumbnail

M&A advisory for SaaS businesses under $50 million

iMerge Advisors

Summary of: M&A Advisory for SaaS Businesses Under $50 Million: Strategic Considerations for Founders For founders of SaaS companies generating under $50 million in revenue or enterprise value, the M&A landscape presents both opportunity and complexity.

M&A 40
article thumbnail

EBITDA x5: A Quick Insurance Agency Valuation Rule of Thumb

Sica Fletcher

Insurance agency valuation is a critical component of running an M&A deal, but executing this multi-step process well requires a great deal of specialized education and experience. In addition, getting the valuation process started demands a hefty bill and entails poring over extensive documentation for several weeks.