Mergers and Inquisitions

DECEMBER 18, 2024

Its probably the most viable at newer funds that have just raised capital, arent yet busy with deals or portfolio companies, and need to hire an Analyst or Associate. My recommendations are as follows: Focus on alumni from your banking group and get as many referrals as possible from them.

Private Equity

Mergers and Inquisitions

JULY 9, 2025

Your goal is to present the financial statements in a favorable light while also complying with standard legal, tax, and accounting practices. Can you investigate their businesses, come up with potential up-sell ideas, and see what type of headcount and sales rep productivity we’d need to make this work?”

Corporate Finance

Chesapeake Corporate Advisors

JUNE 23, 2025

To succeed in a competitive market in volatile times, your business needs to make data-driven decisions, optimize performance, and create long-term value. That is precisely what Financial Planning & Analysis (FP&A) enables. For example, financial modeling can help you: Determine whether to make new investments.

Financial Modeling

Software Equity Group

JUNE 25, 2025

We break down due diligence for SaaS companies into six areas of focus: Business Diligence Accounting Diligence Tax Diligence SaaS Diligence Tech Diligence Legal Diligence In this checklist, we’ll dive into each area and its importance. Service How does the service work in the eyes of the customer and from the backend of the business?

M&A

Lake Country Advisors

JULY 31, 2025

When you hear the phrase exit planning, it probably doesn’t spark immediate excitement, especially if you’re still in the thick of running your business day to day. However, if you’ve ever considered retiring, passing your company down, or selling your business one day, having an exit plan isn’t just helpful; it’s essential.

Business

Sun Acquisitions

DECEMBER 20, 2024

Big data refers to the vast and complex datasets that are generated by businesses and consumers every day. This data can include everything from financial statements and customer transactions to social media sentiment and website clickstream data.

M&A

Razorpay

JUNE 29, 2025

As UPI increasingly becomes the default method for billions, businesses are increasingly prioritising user experience & data security on UPI. At its core, a TPAP integration go-ahead gives your business the official go-ahead to offer UPI services directly to users – under your own brand and interface. So how do you get one?

Banking

JD Supra: Mergers

SEPTEMBER 29, 2023

Gilson of the Harvard Business School to gain his insights on how firms create value. Professor Gilson is an expert on valuation, credit and financial statement analysis, and corporate transactions. He has developed several Harvard Business School case studies for teaching MBAs and executives. By: Cornerstone Research

Financial Statement

How2Exit

MARCH 11, 2024

b' E194: Navigating Business Success: Insights from Entrepreneur and M&A Expert Richard Tunnah - Watch Here rn rn About the Guest(s): rn Richard Tunnah is an experienced entrepreneur and mergers and acquisitions expert. He specializes in helping businesses grow through strategic acquisitions and exit planning.

M&A

How2Exit

DECEMBER 21, 2023

b' E170: Financial Modeling and Analysis in Mergers and Acquisitions with Paul Barnhurst - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. rn "What we measure gets improved.

Financial Models

How2Exit

OCTOBER 11, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. She is also a partner with Stone Hill Advisors, a mergers and acquisitions firm, where she guides business owners through the complex process of letting go.

Business

Wizenius

JUNE 26, 2023

When performing a valuation analysis using comparable companies, it is essential to make certain adjustments to the financial statements of the comparables to ensure a meaningful comparison. This ensures consistency in financial reporting and facilitates a more accurate comparison.

Financial Statement

Lake Country Advisors

JULY 25, 2024

Buying a business isn’t as simple as writing a check and handing it over to the seller. Quintessentially, due diligence ensures that all aspects of the business you are buying are understood, potential risks are identified, and an accurate business assessment is made. Review the financial statements and business model.

Business

How2Exit

NOVEMBER 8, 2023

b' The Great Game of Business: Teaching Financial Literacy and Ownership - Watch Here rn rn Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit unrefined, you're reading our notes, so.

Business

How2Exit

DECEMBER 22, 2023

b' E171: Navigating Small-Medium Business M&A with Eric Pacifici: Tips and Common Deal Killers - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. rn "I love entrepreneurship through acquisition.

M&A

Sun Acquisitions

MARCH 8, 2022

One of the first questions a seller often asks is, “What documents are needed to sell a business?”. We’ve split the required documents as follows: A checklist of the legal documents needed to sell a business. A checklist of the financial documents needed to sell a business. Legal Documents Needed to Sell a Business.

Business

How2Exit

MARCH 31, 2024

b' E200: Buying or Selling a Small Business? Get the Insider Tips You Need to Secure Your Deal - Watch Here rn rn About the Guest(s): rn Patrick O'Connell is an experienced mergers and acquisitions (M&A) advisor with a profound depth of knowledge in buying and selling small businesses valued between one to $20 million.

Business

Lake Country Advisors

NOVEMBER 18, 2024

Buying a business is a significant decision, and asking the right questions upfront can prevent future complications. Working with knowledgeable business brokers throughout the process can offer valuable insights and ensure you cover all bases. Why Do I Want to Buy a Business?

Business

Cooley M&A

MAY 22, 2020

Yesterday, once again without an open meeting, the SEC voted (with a dissent from Commissioner Allison Lee) to adopt amendments to the requirements for financial statements relating to acquisitions and dispositions of businesses.

Financial Statement

PCE

NOVEMBER 21, 2023

For many of us, the end of the year is a time for reflection—and for most businesses, it is a critical juncture. Now is the time to prepare for the future, especially if you’re considering the sale of your business.

Financial Statement

How2Exit

MAY 30, 2023

Ron Concept 1: Adjust Out Personal Expenses When it comes to buying or selling a business, adjusting out personal expenses is an important part of the process. This is because personal expenses can be mischaracterized as business expenses, which can lead to inaccurate financial statements and ultimately lead to a bad deal.

Private Equity

How2Exit

FEBRUARY 23, 2023

The 11 Concepts And Ideas I Learned From Interviewing ChatGPT On How To Buy A Business. Ron Concept 1: Buy An Existing Business For Growth The idea of buying an existing business for growth is one that has been around for many years. -Ron It is a great way to get started in business without having to start from scratch.

Business

How2Exit

JANUARY 13, 2024

rn About The Guest(s): rn Ronald Skelton is the host of the "How to Exit" podcast, where he interviews business owners, industry leaders, authors, mentors, and other influencers in the mergers and acquisitions space. This phase involves a meticulous and comprehensive examination of the target business.

Mergers and Acquisitions

PCE

APRIL 16, 2024

As a busy business owner or financial executive, you may be tempted to trim nonessential tasks from your to-do list by asking a crucial question about each undertaking: What’s in it for me or my company? That’s a good place to start when considering whether your company should compile periodic business forecasts.

Financial Statement

How2Exit

APRIL 4, 2023

Ron Concept 1: Interest Rates Affect Value Interest rates have a profound effect on the value of a business. When interest rates are low, businesses are able to borrow money at lower rates, which in turn increases their value. This is especially true for businesses that are looking to be sold. Take Jim Afenowich, for example.

Business

Bronte Capital

MAY 21, 2021

The key audit matters presented below contain manifestations of the risk of misstatements in the financial statements presented here in the introduction, which we address in greater detail in connection with the specific circumstances. million and interest income from the leasing business to EUR 457.1 Lease receivables’.

Financial Statement

Sun Acquisitions

NOVEMBER 27, 2023

Selling a business is a significant decision that demands careful consideration and meticulous planning. Whether you are a seasoned entrepreneur looking to move on to new ventures or a small business owner seeking retirement, selling a business can be daunting and filled with complexities.

Broker

Lake Country Advisors

AUGUST 7, 2023

In the ever-changing business world, timing is everything, especially when considering the best time to sell your business. In 2023, many business owners may find themselves pondering this very question. The current market conditions and economic landscape have created a fertile environment for business sales.

Business

How2Exit

MARCH 23, 2023

Ron Concept 1: Maximize Business Value When Exiting When it comes to exiting a business, maximizing value is of paramount importance. It is essential to ensure that the business is sold for the highest possible price, while also getting the best deal structure. Finally, it is important to have a well-thought-out exit strategy.

M&A

How2Exit

SEPTEMBER 9, 2024

He specializes in evaluating the financial health of companies and assisting other dealmakers in navigating the complexities of business acquisitions. In this exciting episode, host Ronald Skelton engages with Steve Rooms—a highly experienced financial expert and M&A specialist. Don't try and do everything yourself.

M&A

Lake Country Advisors

SEPTEMBER 30, 2024

Buying an existing business can be a smart move, offering the benefits of an established operation. However, it also comes with its own set of challenges, especially regarding legal and financial complexities. Engaging experienced business brokers can significantly aid in this process.

Business

Sun Acquisitions

SEPTEMBER 21, 2023

Selling a business can be a daunting task, filled with its own set of unique challenges. One of the critical hurdles lies in effectively marketing your business for sale. Maintaining Confidentiality Maintaining Confidentiality is crucial when marketing your business for sale.

Sale

Francine Way

JULY 11, 2017

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). to find the value estimate of a potential investment.

Valuation

GillAgency

OCTOBER 30, 2023

Selling your business is a complex process, and having the right documents ready is essential. Before you begin, prepare these key documents: Financial Statements: Balance sheets, income statements, and cash flow statements provide insight into your business’s financial health.

Business

Lake Country Advisors

APRIL 15, 2024

A successful business sale hinges on solid negotiation skills. Best Practices for Negotiation of the Sale of Your Business Negotiating the sale of your business will impact your financial future and your company’s legacy. Accurately Value Your Business. Here are our tips for how to do it.

Negotiation

Lake Country Advisors

AUGUST 9, 2024

The vibrant market presents a substantial opportunity for business owners looking to sell their manufacturing businesses. However, selling a manufacturing business in such a competitive and dynamic environment is a challenge and a significant opportunity. Documenting a clear growth strategy can also help in this regard.

Manufacturing

Razorpay

JULY 25, 2023

Corporate accounting is a special kind of accounting meant for businesses to record and monitor money movement. It deals with analyzing, classifying, collecting, and presenting a company’s financial data. Corporate accounting refers to the process of recording a company’s financial transactions.

Accountant