article thumbnail

Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

Know the timeline After a sale, buyers often expect you to stay on for one to two years as an employee or consultant. Missing this detail could complicate or kill the deal, delay your plans, or reduce the sale price. Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. This derisks the org.

article thumbnail

How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions)

How2Exit

From running a cheese factory to building a supermarket chain, his hands-on entrepreneurial background shaped how he approaches dealmaking in Puerto Rico today. Key Takeaways: Seller psychology is everything – If the seller doesn’t have a clear “Plan B” after the sale, they may subconsciously sabotage the deal.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Founders Who Win Think Ahead: The Exit Is the Strategy

Beyond M&A

Too many founders treat a sale like a calendar event. It starts: When you build a culture that shares problems early When your tech scales without heroics When you stop pitching upside and start explaining downside well When your financial model reflects reality, not hope The exit is not the end. You don’t “prepare” for exit.

article thumbnail

Equity Research vs. Investment Banking: Careers, Compensation, Exits, and AI/Automation Risk

Mergers and Inquisitions

The difference is that IB is more of an explicit sales job , as deals must close for the bank to earn fees. Equity research at the senior levels does require sales skills, but its more about being a conduit than a closer.

article thumbnail

Monetizing Analytics Features: Why Data Visualizations Will Never Be Enough

Think your customers will pay more for data visualizations in your application? Five years ago they may have. But today, dashboards and visualizations have become table stakes. Discover which features will differentiate your application and maximize the ROI of your embedded analytics. Brought to you by Logi Analytics.

article thumbnail

How to Sell an IT Business: Everything You Need to Know in Five Minutes

Sun Acquisitions

Working with an experienced M&A advisor can help you get an accurate valuation and position your business for the highest possible sale price. Market Your Business, Carefully and Confidentially Confidentiality is critical during the sale process. Negotiating the Best Deal Structure Its not just about the sale price.

article thumbnail

How activist Elliott could use its data center know-how to amplify returns at Equinix

CNBC: Investing

The high costs associated with building and maintaining in-house data centers combined with fluctuating data needs allows colocation companies like Equinix to thrive. The firm ultimately exited Switch via a sale with a 48.33% return versus -14.97% from the Russell 2000 over the same period.

IT