iMerge Advisors

APRIL 10, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

Software Equity Group

JULY 2, 2025

In this article, I review the pros of minority deals for SaaS companies, as well as their potential pitfalls. They want to make sure that their investment pays off; they typically come with a playbook for sales, a strategy for opening markets, or a plan to professionalize your customer support team. That way there are no surprises.

Investment 52

Investment Investors Sale M&A 52

Focus Investment Banking

JUNE 30, 2025

First, many of the private equity backed DSOs are preparing for their own sale processes. This creates an incentive to grow before a sale, as increasing the DSO’s EBITDA through acquisition will likely increase its transaction value. Second, some of the younger DSOs are in an initial growth phase.

Private Equity 52

Private Equity Healthcare Equities Investment 52

Focus Investment Banking

JULY 25, 2025

And I was able to negotiate 3 more points on the deal, buy all the hoods. And then we’re sitting there and sales are good, profits good. I mean even day-to-day then I and I just put out an article recently in LinkedIn and I talked about, you know, a 4% increase in gross profit typically will yield a 50% increase in that.

M&A 52

M&A IT Business Book-building 52

How2Exit

DECEMBER 16, 2024

E261: Want to Know How to Dominate Negotiations? Master Negotiation Secrets: Unlock Deals Like a Pro - Watch Here About the Guest(s): Derrick Chevalier is a seasoned negotiation expert and consultant with decades of experience in the field.

Negotiation 130

Negotiation Mergers and Acquisitions Book-building Acquisitions 130

How2Exit

JUNE 3, 2024

E219: Unlocking True Business Value: Strategies and Insights for Mid-Market Sales w/ Trever Acers - Watch Here About the Guest(s): Trever Acers is an investment banking and valuation expert with over two decades of experience in the industry. And by less risk, that means they're willing to pay more."

Sale 130

Sale Business Mergers and Acquisitions Valuation 130

How2Exit

FEBRUARY 25, 2024

rn Brandon's recent venture into buying a custom cabinetry company showcases a novel strategy involving a sale leaseback — a powerful maneuver that financed the purchase of the business itself. rn Key Takeaways: rn rn The "property split" or sale leaseback strategy can significantly finance business acquisitions.

Mergers and Acquisitions 130

Mergers and Acquisitions Acquisitions Business Sale 130

How2Exit

OCTOBER 16, 2023

b' E149: Bill Snow: From Sales to Mergers and Acquisitions Expert - Watch Here rn rn Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit unrefined, you're reading our notes, so.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions Sale 130

The M&A Lawyer

AUGUST 31, 2015

However, successful asset sales require quite a bit more than a pair of tweezers and steady hands. These agreements, at their most basic level, provide for the sale of tangible and intangible assets and liabilities of a seller to a buyer in return for cash or some other form of consideration ( i.e. , something of value).

M&A 130

M&A Government Business Sale 130

Benchmark International

OCTOBER 2, 2023

So much hard work goes into negotiating the deal and agreeing the Heads of Terms (Heads) or Letter of Intent (Loi), it’s critical the deal is properly managed, and the legal contracts fairly negotiated to ensure the deal happens!

Sale 59

Sale Negotiation Management Mergers and Acquisitions 59

How2Exit

JULY 29, 2024

Christine rounds out the conversation by sharing her insights on negotiation tactics and how to uncover a business’s value, making this episode a must-listen for aspiring entrepreneurs and seasoned business owners alike. – Christine McDannell "Negotiation is a muscle that you build.

Business 130

Business Negotiation Book-building Shares 130

Lake Country Advisors

MAY 16, 2024

In this article, we’ll inspect the ways this channel and marketing strategy impact your business objectives and, subsequently, increase your business value. The ability to respond quickly to customer concerns and celebrate their feedback publicly builds a positive brand image that is crucial during acquisitions or sales.

Media 98

Media Business Sale Valuation 98

The M&A Lawyer

AUGUST 25, 2015

At their most basic level, these agreements provide for the sale of shares in a target company to a buyer in return for cash or some other form of consideration ( i.e. , something of value). You’ll notice some discrepancies between my references to Articles of the SPA and the Articles of the AT&T / Deutsche Telekom agreement.

Stock 130

Stock M&A Government Mergers and Acquisitions 130

IBG

AUGUST 21, 2023

A powerful tool in negotiating a business’s purchase price, an earnout can bridge the gap between the amount that a buyer is willing to pay and the seller is willing to accept. One of the roadblocks that commonly arise in structuring a business sale stems from differing viewpoints of value. Other benefits are more buyer focused.

Negotiation 52

Negotiation Profitability Sale Business 52

How2Exit

OCTOBER 14, 2024

The episode serves as an invaluable guide for entrepreneurs and potential sellers, emphasizing preparation, informed decision-making, and the nuances of successfully negotiating M&A deals. Expect thorough negotiations even if it's a smaller deal, especially with a private equity buyer."

Profitability 130

Profitability Mergers and Acquisitions M&A Negotiation 130

How2Exit

MARCH 31, 2024

With a career spanning over a decade, Patrick has become an industry-agnostic specialist, facilitating financial diligence, quality of earnings, purchase price negotiation, and offering comprehensive partnership support to his clients. rn rn rn Emotional readiness and concessions are critical in M&A transactions.

Business 130

Business Mergers and Acquisitions Securities M&A 130

IBG

AUGUST 15, 2024

This article is number two in a three-part series that offers a very general overview of how understanding the taxes and terms of a business sale can help a seller discern the true value of an offer and, in a competitive bidding scenario , recognize which offer constitutes the best deal. Will the deal be a stock sale or an asset sale?

Sale 52

Sale Business Stock Finance 52

IBG

FEBRUARY 6, 2024

Helping the seller anticipate and negotiate issues that can cause deviations from the expected sale proceeds can add unexpected value to involving an experienced M&A intermediary. In a business sale, forewarned is forearmed. From the outset, price is front and center in the negotiations.

Sale 52

Sale Business Negotiation M&A 52

IBG

APRIL 4, 2023

In a business sale, the letter of intent is a vital document, and sellers need to thoroughly understand its purpose and scope. The tail goes with the hide” – mimicking his dad’s favorite term for a clean business sale – “and he wants to close in 90 days. I’m going to fax this to you and Larry” (their corporate attorney).

Sale 52

Sale Business Negotiation M&A 52

Focus Investment Banking

SEPTEMBER 3, 2024

So to match the pace of automotive deals and because we find it more effective, we employ a two-stage sale process. A two-stage sale process involves first getting indications of interest (IOIs) from as many buyers as we can and then narrowing down that buyer pool by inviting the more serious ones to submit formal letters of intent (LOIs).

Sale 52

Sale Business Negotiation Valuation 52

IBG

SEPTEMBER 11, 2024

This article describes the financial information that buyers are likely to request and how you can be ready to provide it. In most business sales, the purchase price is largely based on some multiple of the subject company’s net revenues and adjusted earning capacity. As we discuss in a related article (“ Selling Your Business?

Sale 52

Sale Business Financial Statement Profitability 52

Viking Mergers & Acquisitions

APRIL 24, 2023

The valuation will not only show an owner if the value is where they need or want it yet but also shed light on opportunities for improvement and possible threats to a successful sale. Most banks won’t risk financing an acquisition loan for a business with more than 20% of total sales from one customer. The risk is just too high.

Business 97

Business Valuation Mergers and Acquisitions Sale 97

IBG

MARCH 14, 2024

In virtually every business sale, the purchase agreement contains a section in which the seller makes certain “representations and warranties” (R&Ws) regarding the state of their company. Whether and how the policy premium will be split between buyer and seller is a matter for negotiation. “No

Sale 52

Sale Business M&A Insurance 52

Viking Mergers & Acquisitions

MAY 25, 2023

While no two business sales will look the same, any business owner can benefit from these practical steps to help find the right buyer and secure the best deal possible. Among the most important considerations is how the sale will impact your financial state. A miscalculation or other error could jeopardize the sale process.

Business 98

Business Broker Mergers and Acquisitions Sale 98

Sun Acquisitions

AUGUST 2, 2024

This article explores essential strategies for selling your HVAC business, focusing on maintaining discretion, securing Non-Disclosure Agreements (NDAs), and accurately assessing the business’s value. Public knowledge of the sale can lead to a drop in sales, loss of key employees, and decreased customer confidence.

Sale 52

Sale Business Broker Profitability 52

Sun Acquisitions

APRIL 29, 2024

This article explores proven methods to enhance the market value of an HVAC business, highlighting the crucial role of Mergers and Acquisitions (M&A) advisors in guiding business owners through this process. These professionals offer invaluable insights into market trends, valuation strategies, and negotiation tactics.

Sale 52

Sale Business M&A Mergers and Acquisitions 52

How2Exit

OCTOBER 9, 2023

He emphasizes the need for business owners to start preparing for a business sale process at least 12 months in advance and consider factors such as timing, purpose, and finding fulfillment. Simon also emphasizes the importance of legacy in business exits and the impact of money on business negotiations.

Advisory 130

Advisory Business Sale M&A 130

How2Exit

APRIL 24, 2023

Through the resources and articles available, business owners can learn about the process of buying and selling a business. Furthermore, Grafstrom's system allows business owners to access legal documents such as letters of intent, purchase and sale agreements, and non-disclosure agreements. This is where brokers come in.

M&A 130

M&A Business Broker Sale 130

How2Exit

SEPTEMBER 9, 2024

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. Preparing for Sale: Business owners should invest time in preparing their businesses for sale to maximize valuation and attract potential buyers.

M&A 130

M&A Mergers and Acquisitions Financial Analysis Financial Statement 130

Viking Mergers & Acquisitions

MAY 18, 2023

Know the Virtual Landscape E-commerce is a rapidly expanding way to do business, with over one-fifth of worldwide sales estimated to take place online in 2023. Since these values all mean different things to your company, an advisor or broker will use their expertise to determine the most appropriate figures to use in negotiations.

Business 85

Business Mergers and Acquisitions Broker M&A 85

How2Exit

OCTOBER 23, 2023

Patrick has a background in sales and marketing and holds an MBA. rn rn Summary: Patrick Dichter, owner of Appletree Business Services, shares his journey from sales and marketing to acquiring and growing a small business accounting firm. Reconciled sets the standard for consistency and quality that you can count on.

Accountant 130

Accountant Shares Mergers and Acquisitions Acquisitions 130

Lake Country Advisors

JULY 25, 2024

These matters are pertinent to a business sale, as Harvard Business Review estimates that 70% to 90% of deals fail to achieve desired results, often because of inadequate due diligence. This review should cover the company’s articles of incorporation, bylaws, and meeting minutes. Negotiate the terms and conditions.

Business 104

Business Mergers and Acquisitions Negotiation Risk Assessment 104

iMerge Advisors

APRIL 14, 2025

Even after months of diligence, negotiation, and documentation, the final 5% of the deal often requires 50% of the effort. At iMerge, weve advised on hundreds of software and technology transactions, and weve seen firsthand how last-minute negotiations can either derail a deal or solidify a successful exit.

Negotiation 40

Negotiation Acquisitions Mergers and Acquisitions M&A 40

IBG

JANUARY 31, 2023

If you have been through a business purchase or sale, you have likely experienced the unique tension and strife common to that phase of the deal known as “due diligence.” While it takes work, due diligence helps squeeze risk out of a sale, protecting the buyer and the seller. Are there employment agreements?

Sale 52

Sale Business M&A Mergers and Acquisitions 52

Focus Investment Banking

DECEMBER 5, 2024

Working within the tire and service industry, I’m often asked the steps companies can take to prepare a business for sale and attract investors. This is the second in a series of articles that answers the most common questions I am asked by tire and service business owners. How do I prepare my business for sale or to attract investors?

Business 52

Business Sale Negotiation Accountant 52

Razorpay

JULY 14, 2024

In today’s retail environment, Point of Sale (POS) machines are essential for businesses, facilitating smooth transactions and enhancing customer experience. This article will explore the different types of charges, helping you make informed decisions for your business.

Sale 52

Sale Utilities Transportation Business 52