Chesapeake Corporate Advisors

MAY 24, 2024

By having the company’s financials vetted by a qualified accounting firm early in the process, you gain confidence in your numbers and assurance that they will be less open to scrutiny during negotiations. By completing a sell-side QofE early, you are also less likely to experience accounting surprises that hamper negotiations.

Business

How2Exit

APRIL 29, 2024

Learning from her firsthand experience, establishing genuine connections based on shared interests or experiences, such as musical preferences, creates trust and fosters favourable negotiations. rn "Creating a business with an exit in mind lays the foundation for not just a strong present, but a profitable future," Tina offers.

M&A

Cleary M&A and Corporate Governance Watch

FEBRUARY 2, 2024

The Tesla board fell short on many – seemingly, all – levels: directors were not independent, their process was flawed in terms of timeline, negotiation etiquette, and a failure to conduct appropriate benchmarking, they did not fully inform their shareholders, and did not properly justify the scope of Musk’s staggering compensation.

Negotiation

Lake Country Advisors

MAY 20, 2024

From business valuation to negotiations, the top M&A advisors guarantee smooth transactions and negotiations that favor your objectives. These professionals can help you win where you once failed with the help of their industry acumen and solid negotiation skills. Facilitating negotiations. Coordinating due diligence.

M&A

MergersCorp M&A International

JANUARY 18, 2024

MergersCorp M&A International is a leading global advisory firm that specializes in providing comprehensive M&A consulting services to clients worldwide. The global marketplace presents unique challenges, including varying regulatory frameworks, cultural differences, and exchange rate fluctuations.

M&A

Sun Acquisitions

JANUARY 10, 2022

This company presents major growth opportunities for the new ownership to continue to grow the business. Toby has over 35 years of experience in originating, structuring and negotiating business purchase and sale transactions.

Sale

How2Exit

JULY 23, 2023

This focus allows for a deeper understanding of the industry, the market dynamics, and the unique challenges and opportunities it presents. Carvalho's own journey from working at Deloitte to starting his own M&A advisory firm and co-founding Divestopedia is a testament to the power of focus and specialization.

M&A

Software Equity Group

APRIL 9, 2024

Doing so too soon could weaken your position in negotiations or cause misunderstandings. Guidance from an M&A Advisor : Your advisory team will typically oversee this intricate process for you, given its complexity. This intelligence is vital in helping you negotiate better terms and maximize your company’s value.

Negotiation

Solganick & Co.

OCTOBER 6, 2023

Negotiations: Engage with interested parties and entertain offers. Setting IOI and LOI bid timelines to submit offers helps keep buyers from taking too much time in their initial review Review terms, conditions, and valuation presented in Indications of Interest (IOIs) and Letters of Intent (LOIs). Solganick & Co.

Sale

iMerge Advisors

APRIL 16, 2025

But when it comes time to raise capital, negotiate a strategic partnership, or prepare for an exit, the question becomes: how do you actually value your software companys IP? Income Approach This method estimates the present value of future economic benefits derived from the IP.

Valuation

Sica Fletcher

MARCH 26, 2024

This is essentially a digital slideshow intended to be presented to prospective buyers to showcase your agency’s best features in support of a sale. M&A advisors present the agency's information to several prospective clients at once, encouraging a bidding war to ensure the right buyer and the highest possible payout.

Insurance

Chesapeake Corporate Advisors

MARCH 22, 2023

The income-based approach values the business based on the present value of projected future cash flows after adjusting for time and risk. You are negotiating a divorce settlement and need to know the business’s worth to divide the marital assets fairly. When Do You Need a Business Valuation?

Valuation

Sica Fletcher

JUNE 14, 2024

S&P Global Data, PitchBook, PWC) or through M&A indexes provided by M&A advisory firms. Negotiating Your Insurance Agency Purchase Price Even after you’ve determined the most likely insurance agency purchase price, the reality is that the rest of the M&A deal process is highly nuanced and requires a great degree of skill.

Insurance

iMerge Advisors

APRIL 10, 2025

This includes: Managing NDAs and information flow Coordinating management presentations Soliciting and comparing indications of interest (IOIs) Negotiating letters of intent (LOIs) and exclusivity terms Running this process while continuing to operate your business is no small feat.

Private Equity

Sica Fletcher

APRIL 30, 2024

This article presents a step-by-step guide on how to value an insurance agency - both in the sense of how a valuation agency/M&A advisor goes about valuation, and also in terms of what insurance agency owners can do to maximize their valuation prior to running an M&A deal. Contact us to discuss a future partnership.

Insurance

Sun Acquisitions

SEPTEMBER 9, 2022

Some will even contest for equal standing with you and negotiate board positions where they have the power to vote. 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.

Equities

Wall Street Mojo

JANUARY 4, 2024

A prompt is a scenario presented by interviewers to a candidate. In its essence, this test requires candidates to determine and present a deal’s profitability in a few minutes, armed only with a pen and paper. Keeping these assumptions simple is essential to ensure the coherence and credibility of the model being presented.

Debt

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. This confidence allows the business to negotiate a lease that provides the same level of control and operational flexibility as ownership.

Sale

iMerge Advisors

APRIL 14, 2025

Preparing for Buyer Scrutiny: A Strategic Advantage Ultimately, the goal isnt just to check the box on financial documentation its to present a compelling, defensible financial story that builds buyer confidence and supports your valuation thesis. Its a strategic investment that can pay dividends in both valuation and deal certainty.

Sale

Cooley M&A

SEPTEMBER 16, 2024

Negotiating a transaction can move quickly once key points are agreed – after all, each side is a “buyer” and “seller” and therefore many of the provisions in the definitive agreement, such as representations, warranties and covenants, are reciprocal. Delicate – key transaction execution issues 8.

Mergers

How2Exit

JUNE 12, 2023

For example, they offer a start-to-finish plan that is targeted towards first-time buyers and provides comprehensive buy-side advisory services. While brokers may present businesses with cleaner financial records, they may also inflate earnings through ad backs that are not necessarily justified.

Business

Chesapeake Corporate Advisors

FEBRUARY 9, 2023

Many of the steps that can improve margin—such as raising your product pricing or negotiating better deals with suppliers—are not accomplished overnight, especially in some industries. Why You Will Likely Sell for a Multiple of EBITDA Our example presented two companies with the same revenue but vastly different EBITDA.

Valuation

Devensoft

AUGUST 22, 2023

Properly valuing a company involved in an M&A transaction allows stakeholders to make informed decisions and negotiate effectively. Investment Banking Tools: Investment banks and financial advisory firms often use proprietary software or tools tailored for enterprise valuation during M&A transactions.

Valuation

GillAgency

FEBRUARY 10, 2022

Advisory Role The business sale process is extremely rewarding but equally excruciating. They may exclude some assets and/or liabilities based on mutual negotiations. Remember, everything is negotiable up to the point of accepting or rejecting the deal. Company Analysis This is the section where you present your company.

Business

Growth Business

MARCH 1, 2024

Impact of Brexit Brexit, perhaps the other most prominent issue facing the UK private equity industry, presents a very different set of considerations. Bridges was attracted by the organic growth opportunity presented by the school catering market, as well as the clear scope for growth through acquisition (‘buy and build’).

Private Equity

Software Equity Group

JUNE 27, 2023

As an advisory firm specializing in software M&A, we at Software Equity Group have seen this deal structure become more attractive for many sellers as they look for additional upside and hear stories of their peers who benefited from a similar strategy.

Equities

Cooley M&A

JANUARY 25, 2023

From a buyer’s perspective, the challenges facing cash-poor and pre-clinical companies presented opportunities to acquire intellectual capital and assets at market troughs. Not to be outdone by their US counterparts, regulators outside the US also are taking more interventionist roles in merger review.

M&A

Devensoft

AUGUST 24, 2023

Through financial synergy, organizations can access new funding sources, negotiate better terms with suppliers or customers, and optimize their capital structure. Upselling Opportunities: Identify opportunities to upsell customers by presenting higher-tier offerings that encompass products/services from multiple entities.

Business

Sica Fletcher

JUNE 20, 2024

This is because a self-represented agency is less likely to understand the nuances of insurance M&A, making them more likely to agree to a less favorable deal structure that’s presented favorably. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Insurance

How2Exit

JULY 13, 2023

The guests discuss the appeal of the chocolate industry, noting that it is fragmented and presents opportunities for consolidation. They stress the need to clearly communicate expectations from the beginning of negotiations, avoiding surprises later on.

Business

Sica Fletcher

MARCH 10, 2020

Then, we meet with you to review our report, discuss the Pro Forma EBITDA calculation, present your strategic options, and decide on a course of action. We have negotiated so many of these agreements that we know the issues, risks, and hot points of each buyer. It is only then that we are prepared to reach out to potential partners.

Private Equity

iMerge Advisors

APRIL 13, 2025

For software founders and tech CEOs preparing for a sale, growth capital raise, or strategic acquisition, understanding the purpose and power of a QoE report can be the difference between a smooth transaction and a value-eroding negotiation. But what exactly is a QoE report? And more importantly, do you need one?

M&A

iMerge Advisors

APRIL 13, 2025

Public companies like Google and Adobe provide a wealth of information in their earnings calls, 10-K filings, and analyst presentations. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

M&A

iMerge Advisors

APRIL 13, 2025

Consulting agreements: Retaining the founder in an advisory role for a defined period. these structures can be powerful toolsbut they must be negotiated carefully to avoid misalignment or post-close tension. This includes: Highlighting your leadership team in the CIM and management presentations.

M&A