Remove Books Remove Equities Remove Financial Statement
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SaaS M&A Due Diligence Checklist: Prepare 6 Areas of Your Business for a Successful Exit

Software Equity Group

This includes historical income statements, an employee census, customer contracts, third-party contractors, sales booking data, detailed revenue tracing, and at-risk customers. Pricing books, average selling price, and historical sales productivity are all included in this area. Learn more about our services.

M&A
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M&A Blog #10 – equity (accretion / dilution)

Francine Way

Before we move on to the buy-side and sell-side process of M&A next week, I’d like to wrap up this week by discussing the other capital structure component / tool: equity. If you are a homeowner, you know that equity is the part of the home value that you actually own (as opposed to be owned by the bank).

M&A
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Trial Balance

Wall Street Mojo

They are written up in a trial balance (a type of financial report) and finally summed up to see if the total debit balances and the total credit balances should be tallied. At the end of every accounting period the accounting books are to be closed and preparing the trial balance is the first step towards it.

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

Francine Way

Calculate cost of debt, cost of equity, and weighted average cost of capital (WACC). Determine the year-by-year future non-equity claims from the latest 10-K, especially those that will occur during the forecast horizon, and their combined present value. Derive Free Cash Flow to Firm (FCFF).

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How to Sell Business Equity

Sun Acquisitions

If it makes financial sense and you understand the dilution aspect of selling equity and the potential interference from investors, then yes, go ahead. In this post, we’re going to address what these are, some of the challenges to expect, how to sell the equity, and who to sell it to. Who to sell your business equity to.

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M&A Blog #15 – valuation (tools and data preparation)

Francine Way

To perform this analysis, the following are needed: Target’s financial statements (income statement, balance sheet, cash flow): Preferably audited historical statements, cleaned up and re-formatted in Excel properly (we will see an example of this in the next post). We will delve into this topic deeper in the next post.

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Sales Return Journal Entry

Wall Street Mojo

Sales Return in terms of payroll journal entry can be defined as the one which shall be used to account for the customer returns in the books of account or to account for when there is a return of goods sold by the customer due to defective goods sold, or misfit in requirement of the customer, etc. What Is Sales Return Journal Entry?