Sun Acquisitions

APRIL 17, 2024

Organize Financial Documents Buyers will scrutinize your financial records, so ensure that your financial documents are in impeccable order. Ensure you have streamlined processes, strong management teams, and documented procedures. Make sure all your IP is adequately protected and you have documentation to prove your ownership.

Mergers and Acquisitions 59

Mergers and Acquisitions Business Mergers Acquisitions 59

Sun Acquisitions

APRIL 10, 2024

Organize Financial Documents Buyers will scrutinize your financial records, so ensure that your financial documents are in impeccable order. Ensure you have streamlined processes, strong management teams, and documented procedures. Make sure all your IP is adequately protected and you have documentation to prove your ownership.

Mergers and Acquisitions 59

Mergers and Acquisitions Business Mergers Acquisitions 59

Lake Country Advisors

JUNE 20, 2024

Moreover, we’ll highlight the invaluable role of a business broker in facilitating this process, providing you with the necessary expertise and guidance. Here are some of its examples: Outstanding debts and obligations. Gathering and Organizing Essential Documents Next, gathering and organizing essential documents is critical.

Sale 52

Sale Business IT Utilities 52

Lake Country Advisors

NOVEMBER 18, 2024

Working with knowledgeable business brokers throughout the process can offer valuable insights and ensure you cover all bases. Consider partnering with local business brokers or industry advisors if you find skill gaps. Below, we break down the essential questions you should address in each area of consideration.

Business 98

Business Mergers and Acquisitions Broker Healthcare 98

Sun Acquisitions

OCTOBER 21, 2024

Additionally, the application process can be lengthy and rigorous, requiring detailed financial documentation and due diligence. Mezzanine Financing: Mezzanine financing offers a hybrid form of debt and equity financing that can be used to fund M&A transactions.

M&A 59

M&A Finance Finance Business 59

Sun Acquisitions

APRIL 24, 2024

Organize Financial Documents Buyers will scrutinize your financial records, so ensure that your financial documents are in impeccable order. Ensure you have streamlined processes, strong management teams, and documented procedures. Make sure all your IP is adequately protected and you have documentation to prove your ownership.

Mergers and Acquisitions 52

Mergers and Acquisitions Business Mergers Acquisitions 52

Lake Country Advisors

DECEMBER 5, 2024

With insights from experienced business brokers , you can achieve your goals and secure a smooth transition for your company. Financial Statements Start with a thorough review of financial documents. Maintaining well-documented and error-free financial records boosts your credibility and supports a smooth valuation process.

Business 52

Business Valuation Negotiation Profitability 52

Lake Country Advisors

AUGUST 28, 2024

Whether you’re in the manufacturing, healthcare, or technology sector, engaging local business brokers can streamline the process, providing expert guidance to maximize the value of your business. Equally critical is the evaluation of liabilities, including debts and loans, which profoundly affect your business’s market value.

Business 52

Business Sale Valuation Manufacturing 52

Lake Country Advisors

SEPTEMBER 30, 2024

Conducting thorough due diligence is crucial to uncover hidden issues, such as undisclosed debts or potential legal disputes. Engaging experienced business brokers can significantly aid in this process. Healthcare brokers play a vital role in ensuring that the business meets all regulatory standards.

Business 52

Business Valuation Financial Statement Broker 52

How2Exit

APRIL 10, 2023

To do this, they work with registered broker-dealers that are legally able to raise money on behalf of companies. They also partner with other broker-dealers in the United States and have a chaperone broker-dealer arrangement which allows foreign broker-dealers to have oversight of American broker-dealers when working in the US.

Capital 130

Capital Investors Investment Broker 130

Lake Country Advisors

JANUARY 8, 2024

With the expertise of Mergers & Acquisitions Adviors / business brokers like Lake Country Advisors, you can navigate this complex process effectively. However, regardless of the chosen method, the guidance of a seasoned manufacturing business broker can be invaluable.

Business 52

Business Valuation Mergers and Acquisitions Negotiation 52

Growth Business

JULY 11, 2023

2) Invoice discounting / factoring ‘Many businesses fail to realise that one of the biggest assets on the balance sheet is the money owed by debtors,’ says Alex Hilton-Baird, who heads up his eponymous commercial brokering firm. For more information, contact the British Venture Capital Association at www.bvca.co.uk

Finance 75

Finance Finance Business Funds 75

How2Exit

APRIL 4, 2023

He explains that when the Small Business Administration (SBA) looks at a business for a loan, they want to make sure that the business can cover its debt service. They do this by giving it a coverage ratio of one dollar and thirty-five cents for every dollar of debt service after certain expenses.

Business 130

Business Management Negotiation Sale 130

Lake Country Advisors

AUGUST 6, 2024

Documentation : Ensure that all necessary documentation, including financial records, asset inventories, and operational details, is provided to the valuation service. Partnering with a skilled valuation expert and an experienced manufacturing business broker ensures an accurate and competitive valuation.

Manufacturing 52

Manufacturing Business Valuation Sale 52

Sica Fletcher

JULY 1, 2020

Deals with debt multiples higher than 6X EBITDA rose to greater than 75% of the total, again the highest in history, and in dramatic contrast to the years following the 2008 financial crisis, when the number gradually increased from nearly zero to about 60% by 2017. Over 30 PE-backed brokerages were created in the last 7 years or so.

Private Equity 52

Private Equity Insurance Debt Equities 52

GillAgency

FEBRUARY 10, 2022

It is written in a way that will help you, in case you decide to go about the process without a business broker. Also create a document repository that is not connected with your business. You are always welcome to call us or talk to any business broker about the state of the business world.

Business 52

Business Sale Broker IT 52

Sun Acquisitions

FEBRUARY 20, 2024

Ensure there are no outstanding debts or legal disputes that could affect the transaction or your future ownership. Documentation and Legal Agreements Proper documentation is essential to formalize the seller financing deal. Look for any discrepancies or irregularities that may require further investigation.

Finance 52

Finance Finance Financial Statement Business 52

How2Exit

JULY 3, 2023

While it may not be necessary to hire a business broker or investment bank right away, seeking advice from trusted sources such as Vistage groups, CPAs, or experienced entrepreneurs can help identify potential risks and navigate the complexities of the deal. This can lead to smoother transactions and more favorable terms for the seller.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Lake Country Advisors

NOVEMBER 20, 2023

Acquisitions may involve other forms of financing, such as cash or debt. This step may include transferring funds, signing legal documents, and officially announcing the deal to stakeholders and the public. Financing: Mergers are often financed through stock swaps, where the companies exchange shares to create a new entity.

Mergers and Acquisitions 52

Mergers and Acquisitions Mergers Acquisitions M&A 52

FineMark

APRIL 13, 2023

In March, it was purchased by rival Swiss bank, UBS, in an emergency sale brokered by Swiss banking regulators. This scenario will have a disproportionate, negative effect on both commercial real estate borrowers and small-to-medium-sized businesses that aren’t large enough to access the public debt markets. Outside of the U.S.,

Banking 52

Banking Bank Investment Economics 52

Software Equity Group

AUGUST 20, 2024

Visma Visma is a developer of cloud enterprise software that digitizes core business processes in the private and public sectors, including accounting, ERP, procurement, payroll, and debt collection solutions. The company made 12 software deals in the past 12 months ending June 30, including three in 2024.

Investment 52

Investment Management Acquisitions Business 52

How2Exit

MAY 27, 2024

b' E217: The Current State of Buying and Selling E-commerce Businesses with George Moulos - Watch Here rn rn About the Guest(s): rn George Moulos is an entrepreneur and the founder of Ecommerce Brokers, a company specializing in buying and selling online businesses, especially within the e-commerce, agency, and SaaS spaces.

Business 130

Business Mergers and Acquisitions Valuation M&A 130

How2Exit

JULY 13, 2023

They recommend having a will, power of attorney, and other necessary documents to ensure a smooth transition of ownership and to protect the interests of the owner and their family. The transcript also criticizes business brokers who fail to accurately assess the value of a business.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

The TRADE

APRIL 30, 2024

The actual implementation of UMR also led to operational challenges for market participants, given the requirement for significant upgrades to risk management systems, collateral management processes and legal documentation.

Financial Institution 69

Financial Institution Financial Market Risk Management Bank 69

Beyond M&A

MAY 21, 2025

But when the dev team is reactive, and nothing is documented , investors start asking: Why are we spending so much on this team? What starts as an ops or IT review quickly turns into a strategic assessment of tech debt, optionality, and resilience. The main issue isnt codeits communication. The vision?

Professional Services 130

Professional Services IT M&A Business 130

Lake Country Advisors

JANUARY 21, 2025

Reviewing Essential Financial Documents A thorough review of financial documents is the foundation of any investment decision. The following are critical documents to analyze: Profit and Loss Statements (P&L): These statements show the company’s revenue, expenses, and net profits over a specific period.

Business 105

Business Investment Profitability S&P 105