RKJ Partners

AUGUST 6, 2017

In our latest blog installment, we outline the eight basic steps involved in the buy side M&A process and related insights to assist in a successful execution. Of course, the amount of available capital to invest and the buyer’s personal financial strength are also important considerations.

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M&A Business Acquisitions Financial Statement 40

RKJ Partners

AUGUST 6, 2017

The following are proactive steps a business owner should take prior to beginning the business sale process: Recasting Financial Statements.

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Sale Business M&A Financial Statement 40

OfficeHours

JUNE 5, 2023

Private equity consulting firms conduct thorough due diligence on potential investment opportunities; they analyze financial statements, assess market dynamics, evaluate industry trends, and identify potential risks and opportunities in order to provide the most accurate recommendations on potential acquisition costs.

Private Equity 147

Private Equity Consulting Portfolio Equities 147

Sun Acquisitions

MARCH 8, 2022

Financial Documents Needed to Sell a Business. Personal Financial Statement (to be completed by buyers). Internal Profit & Loss Statements (dating back two to three years). Are You Financially Ready? Employment Agreements. Letter of Intent. Post-Closing Agreement. Seller’s Discretionary Earnings.

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Business M&A Broker Finance 98

RKJ Partners

AUGUST 6, 2017

In our latest blog installment, we address common questions of business owners relating to the sell side M&A process. In today’s fast changing world, statements more than three years old are not very relevant to the operations of the current ongoing business.

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M&A Sale Negotiation Investment Banking 40

RKJ Partners

AUGUST 6, 2017

External due diligence can and should be done by the buyer at an earlier stage since it is not reliant on specific company information and is not sensitive or intrusive to the company. Internal due diligence relies on information specific to the subject company.

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M&A Sale Business Financial Statement 40

OfficeHours

JUNE 12, 2023

Additionally, you are financially incentivized to work in private equity as firms have carried interest in the funds and share in the profits of their investments alongside the firm’s investors. This includes questions related to LBO modeling, multiples valuation, and basic accounting / financial statement analysis.

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Private Equity Equities Investment Valuation 147

Sun Acquisitions

NOVEMBER 27, 2023

In this blog post, we will explore a business broker’s indispensable role and highlight why you need their expertise when selling your business. Understanding the Complexities Selling a business is not a straightforward process like selling a tangible product; it involves intricate financial, legal, and emotional considerations.

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Broker Business Negotiation Sale 72

Sun Acquisitions

DECEMBER 15, 2023

In this blog post, we’ll explore some of the most common mistakes to avoid when selling your business and offer insights into how you can navigate the process more effectively. Neglecting due diligence can also open the door to legal and financial disputes after the sale.

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Business Sale Financial Statement Profitability 59

Focus Investment Banking

DECEMBER 4, 2023

The buyer negotiates critical price reductions after finding issues in the internal financial statements. At a base level, buyers want to get as much comfort from the financials before submitting an offer and closing the transaction.

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Financial Statement Valuation M&A Food 52

Focus Investment Banking

JUNE 19, 2023

Your banker will rely on the financial statements completed by the CPA, so the quality of their work matters. Once or twice during my career, I have received financial statements from CPAs with simple math errors. For a professional, those simple mistakes are unacceptable and extremely costly.

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Business Financial Statement Mergers and Acquisitions Accountant 52

Sun Acquisitions

AUGUST 9, 2023

Outline the Business’s Financial Details Potential buyers will want an idea of what they can expect from the business. One way to do this is to develop a detailed financial statement or balance sheet that outlines the business’s expected revenue, historical earnings, expense breakdowns, and future income potential.

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Sale Business Financial Statement Acquisitions 52

Razorpay

DECEMBER 16, 2024

Accounting is the process of recording all financial transactions of a business over its lifetime. In this blog, we will discuss the single entry system of accounting. Additionally, it doesnt require numerous books or extensive records, as the number of financial transactions is limited. There are two major kinds of accounting.

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Accountant Financial Transaction Profitability Business 52

Sun Acquisitions

APRIL 17, 2023

Preparing Business Finances for Sale Another way to prepare your business for sale is to clean up the financial statements by a licensed professional that reflects the status of your company’s finances — such as balance sheets, income statements, cash flow statements, etcetera.

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Sale Business Financial Statement Finance 52

Razorpay

JUNE 10, 2023

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.

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Accountant Book-building Financial Statement Financial Transaction 52

Sun Acquisitions

MARCH 29, 2024

Assess the Seller’s Financial Health: One of the primary concerns in any seller financing deal is the financial health of the seller. This involves reviewing their financial statements, cash flow, and creditworthiness. Negotiate favorable terms that align with your business’s cash flow and profitability.

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Mergers and Acquisitions Finance Finance Acquisitions 64

Sun Acquisitions

SEPTEMBER 9, 2022

They can scrutinize company books, records, and financial statements. They have a say over profits and company ownership. Disclaimer: Any information provided in this blog is not intended to replace legal, financial, or taxation advice given by qualified professionals. What does this mean practically?

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Equities Business Broker Debt 52

Tyton Partners

NOVEMBER 28, 2023

Non-profits whose impact has been hindered by a lack of skill in grant writing may be able to amplify their impact in ways they weren’t able to in the past. New opportunities for philanthropic improvement Imagine a literacy non-profit dedicated to improving reading scores that struggles to effectively convey its methods.

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IT Education Profitability Entertainment 59

Sun Acquisitions

SEPTEMBER 30, 2024

As you meticulously evaluate financial statements, assess market conditions, and fine-tune your pitch, it’s crucial not to overlook the less conspicuous elements that can significantly influence your business’s valuation in mergers and acquisitions (M&A).

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Mergers and Acquisitions Valuation Mergers Acquisitions 59

Sun Acquisitions

SEPTEMBER 16, 2024

Enhance your business’s attractiveness to potential buyers by focusing on key value drivers such as revenue growth, profitability, customer retention, intellectual property, and operational efficiency. Prepare in advance by organizing financial statements, contracts, legal documents, and other relevant information.

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Negotiation Business Sale Initial Public Offering 59

Sun Acquisitions

FEBRUARY 10, 2023

Step #1 Get the Business Ready for Sale This may involve: Sorting out financial records: Organize your financial records. This lends credibility to the financial statements you present to potential buyers. You should have them audited by an external auditor. Market trends: These will be weighed into the final valuation.

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Business Broker Valuation Sale 52

Sun Acquisitions

AUGUST 16, 2023

Evaluate Your Financials The first and most crucial step in setting the right asking price is evaluating your financials. You must analyze your assets, liabilities, revenues, expenses, profits, and losses for at least the past three years.

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Business Economics Valuation Broker 52

Focus Investment Banking

MAY 22, 2023

You’ve spent years, if not decades, building your firm and working in the trenches to maximize revenue and profits, and now you’re at an inflection point. You should be ready to provide accurate, detailed and up-to-date financial statements, key performance metrics, tax returns, contracts, employee records, and many other important documents.

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Business M&A Sale Valuation 52

Lake Country Advisors

JUNE 20, 2024

In this blog, we will learn about the importance of due diligence and explore tips to do it right before your business sale. Potential buyers want to see financial statements, tax returns, legal contracts, employee records, and permits. This includes: Financial stability and profitability.

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Sale Business IT Utilities 52

Midaxo

APRIL 25, 2023

The rest of the blog consists almost entirely of questions and prompts that were posed to ChatGPT to obtain answers on how to create a company-specific M&A playbook. Financial due diligence : Analyze the target’s financial statements, including income statements, balance sheets, and cash flow statements.

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M&A Consulting Mergers and Acquisitions Valuation 130

GillAgency

FEBRUARY 10, 2022

We will be creating a project timeline template that you can use – please stay tuned for that by subscribing to our blogs and newsletters. We will be discussing tax planning in detail shortly, so please stay tuned for that by subscribing to our blogs and newsletters. A timeline should include tasks and should back up your budget.

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Business Sale Broker IT 52

Focus Investment Banking

MAY 23, 2024

If, as things progress, they start to see softness in your sales and profits, that will scare them. Double down on being aggressive in generating revenue and producing profit. The easiest thing to do is to develop new sales and profit incentives that align with the results that buyers want to see. Be transparent about them.

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Business Book-building Profitability Sale 52

Sun Acquisitions

APRIL 15, 2025

Start by auditing and cleaning up your financial statements. Youll want several years of financial statements. Buyers will examine these documents closely, so anticipate that and make a strong case for having a well-run operation with good prospects for ongoing profitability.

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Business Sale Valuation Mergers and Acquisitions 98

Sun Acquisitions

MARCH 10, 2025

Yet even in more turbulent times, a business with strong attributes (sustained growth, profitability, and customer relationships) is an attractive target. Buyers will scour your inventory turnover numbers, your route profitability and other critical metrics. Preparation is also essential.

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Food Business Broker Sale 56

Sun Acquisitions

FEBRUARY 21, 2025

Dealing With Your Finances You may have significant assets on your books as a manufacturing seller, which means getting your financial house in order is imperative. A comprehensive review of financial statements going back at least 36 months is needed. Inventory management is also important.

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