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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. Optimize Working Capital (One Year Ahead) What It Is: Net Working Capital (NWC) is Current assets minus current liabilities (A/R + Inventory A/P + Accrued Expenses), excluding cash, which you keep (in a typical cash-free, debt-free transaction).

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5 stocks to buy for the second half from investors

CNBC: Investing

The first half of the year was characterized by high volatility, as President Donald Trump's escalating trade war cast a shadow over the market. In the same time period, the S & P 500 has gained 1.5%, while the Nasdaq Composite has inched up 0.7%. Hatfield's final pick was Cheniere Energy. natural gas.

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M&A Blog #16 – valuation (Discounted Cash Flow)

Francine Way

As I mentioned in my last post, Discounted Cash Flow (DCF) is a valuation method that uses free cash flow projections, a discount rate, and a growth rate to find the present value estimate of a potential investment. Build proforma income statement and balance sheet. Derive Free Cash Flow to Firm (FCFF).

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From Yoga Studio to EBITDA Truths: The Hidden Financial Traps in Small Business Exits

How2Exit

He’s navigated both the boardrooms of Fortune 500 companies and the trenches of small business ownership—including launching a yoga franchise. Today, he helps small business owners prepare financially for growth, funding, and exits, specializing in turning messy books into stories buyers want to hear.

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11 Concepts You and I Can Learn About the Market & Selling a Small Business From How2Exit's Interview With Joe Valley Author and Certified M&A Pro

How2Exit

Joe has written a best-selling book, The Ex-Entrepreneur's Playbook, to help online business owners get the maximum value and the best deal structure when they seek their own incredible exit. It is also important to have an accurate valuation of the business and to be aware of any liabilities or assets that could affect the sale.

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Top 10 Value Drivers for Managed Service Providers MSPs

How2Exit

As the founder/owner of a Managed Services Provider (MSP), it’s important to know the value drivers that should inspire your business strategies -- whether you plan to sell today or in the future. It’s the best starting point toward achieving an optimal net profit. Within the MSP space, data security remains white hot.

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Commodity Hedge Funds: The Most Lucrative “Hidden Gem” in Finance?

Mergers and Inquisitions

As the delivery date approaches, the underlying commodity’s price and its futures price converge. The Skills Required for Commodity Trading You do not use traditional financial statement analysis or valuation in commodity trading because the underlying asset is a futures contract , not a stock.

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