Francine Way

MAY 17, 2017

For those of us who have borrowed money based on collateral, this blog post will feel familiar. If you have listed your car or savings account in your mortgage application, you are essentially trying to get a loan based on your current asset(s). The concept can be extended to M&A. This post is the last one of our debt discussion.

Debt 130

Debt M&A Finance Finance 130

Francine Way

JULY 8, 2017

In an earlier M&A post, we have discussed how private companies’ accounting statements differ from public companies’. Such expenses overstate the business’ cost structure and need to be added back to earnings. They may run perks such as personal expenses (travel, car, country club memberships, etc.)

M&A 130

M&A Acquisitions Sale Investment 130

Razorpay

JANUARY 19, 2024

Powerful current accounts always come with a caveat; a minimum balance requirement. Whether it is a few ten thousand or a few lakhs, most accounts are not zero balance current accounts. Would a zero balance current account really be so beneficial to businesses?

Accountant 98

Accountant Bank Banking Business 98

Francine Way

JULY 17, 2017

As I mentioned in my valuation preparation post , LBO is a valuation method that uses the assets of the acquired and the acquiring companies as well as cost of borrowing money for acquisition to find the value estimate of a potential investment as measured by its internal rate of return (IRR). Days Payable = Accounts Payable / COGS * 360.

Valuation 130

Valuation M&A Debt Book-building 130

Francine Way

MAY 15, 2017

That debt should be used prudently, taking into account future financial shocks that require financing flexibility. Similarly, a good M&A program has to take into account how each transaction and the overall program should be financed. In conclusion, a good M&A program takes into account how it should be financed.

Debt 130

Debt M&A Acquisitions Management 130

Razorpay

FEBRUARY 13, 2024

In this comprehensive blog, we will delve into UPI vs IMPS detailed comparison, highlighting key factors such as convenience, security, and cost. IMPS known for its speed and simplicity, facilitates seamless money transfers between bank accounts. What is IMPS ? It operates around the clock, ensuring 24/7 availability for users.

Funds 52

Funds Accountant Bank Banking 52

Accenture Capital Markets

MAY 8, 2024

In an earlier blog , I explored the scale, scope and interrelated nature of the industry-wide disruption facing all participants in today’s capital markets. Intensifying cost pressures… Let me start with some industry context. But why has none of it moved the needle significantly in terms of cost overall for the industry?

Investment Banking 52

Investment Banking Bank Banking Investment 52

Razorpay

JUNE 10, 2023

What is Accounting? Accounting is the process of recording a business’s financial transactions. The objective of accounting is to prepare financial statements like the Balance Sheet, Cash Flow Statement and Income Statement which give detailed insights into the financial performance of a business. How Does Accounting Work?

Accountant 52

Accountant Book-building Financial Statement Financial Transaction 52

OfficeHours

OCTOBER 17, 2023

Here are a few factors I consider when I think about how much to have saved by 30: Cost of Living The cost of living, whether rent or a mortgage, is most people’s largest monthly expense. If you live in a high-cost-of-living area (like where I live in New York City), you might need to save significantly more to cover this expense.

Private Equity 130

Private Equity Debt M&A Investment 130

OfficeHours

OCTOBER 20, 2023

This relative devaluation of money can be dangerous for PE firms, who are still exposed to the same types of costs and liabilities with rising inflation. Inflation can also have an impact on the cost of debt required to finance an investment. As inflation rises, purchasing power decreases.

Investors 130

Investors Private Equity Equities Debt 130

OfficeHours

JULY 18, 2023

In a roll-up strategy, a private equity firm will attempt to consolidate a large number of smaller firms into a single, professionalized company with numerous benefits, including economies of scale and fixed cost leverage, valuation uplift (so-called “multiple arbitrage”), and acquisition expertise, among others.

Private Equity 130

Private Equity Equities Investment Mergers and Acquisitions 130

Accenture Capital Markets

SEPTEMBER 5, 2023

In recent years, this technique has captivated large financial services players given its potential to help drive down labor costs, reduce human errors and improve the customer experience. Not only could it help manage cost pressures, it could also help reduce errors, improve compliance, and simplify overall business complexity.

Investors 87

Investors Financial Services Insurance Collaboration 87

Sun Acquisitions

FEBRUARY 23, 2024

Accountants, lawyers, and brokers are pivotal in helping buyers and sellers make informed decisions that safeguard their economic interests. In this blog post, we’ll explore these professional advisors’ essential roles in guiding buyers’ and sellers’ financial choices.

Broker 59

Broker Accountant Negotiation Financial Transaction 59

Focus Investment Banking

JANUARY 22, 2024

Professional services companies make money by billing out their experts and consultants at rates higher than the employee cost. First, a common accounting error businesses make is only classifying an employee’s billable hours under Cost of Services or Cost of Goods Sold in the income statement.

Professional Services 52

Professional Services Corporate Finance Mergers and Acquisitions Consulting 52

OfficeHours

OCTOBER 16, 2023

Here are a few factors I consider when I think about how much to have saved by 30: Cost of Living : The cost of living, whether that is rent or a mortgage, is most people’s largest monthly expense. I like to take advantage of whatever employer-sponsored account is provided to me (HSA, FSA) to cover some of these types of expenses.

Debt 113

Debt Investment Healthcare Accountant 113

OfficeHours

JUNE 5, 2023

For companies with roll-up strategies (typically associated with mega funds and specialized industry funds), synergies can arise from cost savings, revenue enhancements, market expansion, or operational improvements. Balancing debt and equity components are crucial to minimizing the cost of capital while maintaining financial flexibility.

Private Equity 147

Private Equity Valuation Debt Equities 147

OfficeHours

FEBRUARY 26, 2024

Besides obvious reasons like cutting costs or performance-based layoffs, the greater market and developing trends play a large role in whether or not major firms decide to implement layoffs. They may look to eliminate costs in places where there are now redundancies, and that might lead to layoffs in certain divisions within the new entity.

Finance 130

Finance Finance Economics Private Equity 130

How2Exit

OCTOBER 2, 2022

There are many benefits to hiring a virtual assistant, including cost-effectiveness and the ability to scale your business. Why I avoid Upwork, Taskrabbit, and other such sites: Most of these sites take a share from the worker driving costs up and making it unclear what they actually keep. onlinejobs.ph has a membership fee.

Book-building 100

Book-building Management Media Business 100

OfficeHours

OCTOBER 16, 2023

This relative devaluation of money can be dangerous for PE firms, who are still exposed to the same types of costs and liabilities with rising inflation. Inflation can also have an impact on the cost of debt required to finance an investment. As inflation rises, purchasing power decreases.

Investors 100

Investors Private Equity Debt Equities 100

Sun Acquisitions

DECEMBER 14, 2023

In this blog post, we’ll explore the key steps you need to take to prepare your business for sale, covering essential aspects such as financial documentation, operational improvements, and positioning your company as an attractive investment opportunity. Before listing your business, assess and improve your operational processes.

Sale 59

Sale Business Profitability Broker 59

RKJ Partners

AUGUST 6, 2017

For example, in a distribution business it may be gross sales less cost of product and freight in. In a manufacturing or service business, it may be gross sales less material costs and direct labor costs. The base purchase price is already accounted for in the guaranteed portion of the purchase price (cash and promissory note).

M&A 40

M&A Profitability Sale Business 40

Razorpay

JUNE 16, 2023

In this blog post, we will explore some of the top cash flow challenges faced by the travel industry and provide expert advice and solutions to help you overcome these hurdles. Cost of digital acquisition In today’s digital age, the importance of digital marketing in the travel industry cannot be overstated.

Book-building 52

Book-building Management Business Funds 52

Focus Investment Banking

AUGUST 6, 2023

According to Grant Thornton, one of the largest accounting firms in U.S, “ESG credentials are no longer merely a ‘nice to have’: they are a must have for much of the mid-market.” According to McKinsey, “ESG can reduce costs substantially. This is particularly true if your partners are publicly traded or foreign-owned.

Middle Market 52

Middle Market Business Government Profitability 52

Midaxo

OCTOBER 12, 2023

In this follow-up blog post, we’ll outline key takeaways and provide additional insights from questions cut for time to help you master these critical processes. How much will it cost in terms of money and time? Organizations usually incur technical debt when the cost of adding additional features increases (e.g.,

Debt 147

Debt Architecture Mergers and Acquisitions Business 147

Sun Acquisitions

SEPTEMBER 4, 2023

This blog post will explore some critical considerations for SMEs when selecting an acquisition strategy. Engaging professional advisors, such as accountants and legal experts, can help SMEs navigate the complexities of due diligence and ensure that they completely understand the target company’s assets and liabilities.

Acquisitions 52

Acquisitions Mergers and Acquisitions Mergers Business 52

OfficeHours

AUGUST 20, 2023

No, I’m not Check Out All Our Blog Posts Why OfficeHours & Why Now? Yes, for sure Maybe, depends on the opportunities Probably not We invite you to create a free account on our platform to access our free materials, latest blogs, and articles. Attention to detail is crucial, as mistakes can be costly.

Private Equity 130

Private Equity Equities Investment Banking Finance 130

OfficeHours

MARCH 6, 2024

Besides obvious reasons like cutting costs or performance-based layoffs, the greater market and developing trends play a large role in whether or not major firms decide to implement layoffs. They may look to eliminate costs in places where there are now redundancies, and that might lead to layoffs in certain divisions within the new entity.

Finance 130

Finance Finance Economics Private Equity 130

Focus Investment Banking

DECEMBER 4, 2023

However, in the lower middle market (company value from $10mm-$250mm), most business owners do not get an audit prepared because of cost. That is where a Quality of Earnings report comes into play. What is a Quality of Earnings? A Quality of Earnings, or QofE, report is a key part of the M&A process with buyers.

Financial Statement 52

Financial Statement Valuation M&A Food 52

OfficeHours

AUGUST 7, 2023

Look for key drivers of revenue and costs and think about how these drivers will impact the business going forward, which will inform your projections in the model. Then move on to the company’s cost structure. How are costs calculated at the company? What is the proportion of fixed vs. variable costs?

Investment 130

Investment Business Underwriting IT 130

Software Equity Group

OCTOBER 31, 2023

Therefore, the model must reflect a holistic understanding of the industry and take its nuances into account. SaaS companies, for example, have unique expenses, such as hosting costs, and a business model based on recurring subscriptions rather than one-time purchases.

Financial Modeling 52

Financial Modeling Financial Models Business Profitability 52

Tyton Partners

MARCH 21, 2024

The spotlight is on the ascent of Education Savings Accounts (ESAs), which allocate a portion of state funds designated for a child’s public school education into a specialized account controlled by parents. The post Unlocking Education: The Rise of Education Savings Accounts (ESAs) appeared first on Tyton Partners.

Education 116

Education Accountant Funds Transportation 116

Focus Investment Banking

JUNE 5, 2023

When it comes to measuring working capital for an M&A transaction, there are several considerations that should be taken into account. The adjustments ensure that any significant changes in working capital during this period are accounted for when calculating the final purchase price. What Is Working Capital?

M&A 52

M&A Capital Management Mergers and Acquisitions 52

Software Equity Group

NOVEMBER 13, 2023

The following blog content has been updated in November 2023 to incorporate the most recent research findings. Gross Profit Margin: How to Calculate The gross margin represents the profit percentage remaining after subtracting direct costs, which include the cost of goods sold (COGS) , from the total revenue.

Profitability 52

Profitability Private Equity Investors M&A 52

Accenture Capital Markets

MAY 9, 2023

The first and most obvious benefit of scale is the enablement of a cost-advantaged operating structure, resulting in a lower cost per participant. In fact, some scaled recordkeepers outsource their small plan services to other recordkeepers not wanting to deal with the servicing and associated costs small plans can bring.

Management 52

Management Funds Investment Education 52

Sun Acquisitions

JULY 21, 2023

In this blog post, we will explore the role of due diligence in successful M&A transactions and why it should be a top priority for companies. Investor Confidence: For publicly traded companies, due diligence provides transparency and accountability, enhancing investor confidence.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Cooley M&A

MARCH 22, 2023

Competition is therefore stiff, and so it pays off to pre-plan with your accountants and legal advisers to determine deal structure certainty. company’s shareholder approval to the deal, taking into account a retail shareholder base and the trading price of the U.S. You should also assess potential difficulties in obtaining the U.S.

Mergers 52

Mergers IT Mergers and Acquisitions IPO 52

M&A Leadership Council

APRIL 6, 2023

Optimize Separation and Transition Costs Industry studies vary widely based on multiple factors, but most sellers should anticipate spending 1-2% of total enterprise value on transaction costs alone. Separation costs substantially above typical industry norms will invariably attract analyst scrutiny.

M&A 52

M&A Sale Mergers and Acquisitions Business 52