How2Exit

MARCH 24, 2023

This inspired him to start looking at how he could use the same strategies to acquire businesses. With 12 million baby boomers aging out of their businesses, there are thousands of deals available. However, many of these people find that they haven't built a sellable business and don't know how to professionalize it.

M&A

Sun Acquisitions

FEBRUARY 3, 2023

Negotiating the sale of a manufacturing business can be highly stressful, but it is possible to get through it with minimal stress when armed with the right tips and strategies. To help ensure a better outcome for all parties involved, here are some top tips for negotiating the sale of a manufacturing business.

Negotiation

Focus Investment Banking

MARCH 17, 2024

But do earnouts consistently bridge the gap between buyers and sellers in Consulting and Professional Services deals? In the realm of Consulting businesses, where the primary assets are often intangible—knowledge, relationships, and expertise—maintaining these assets post-acquisition is paramount for buyers.

Professional Services

Software Equity Group

OCTOBER 25, 2023

It can be instrumental in measuring how well a company can scale and how much money is available to run a business. The saying “You have to spend money to make money” is embodied by COGS, and the amount you spend on your business will likely be influenced by your industry. This includes their salaries. Sales and marketing expenses.

Profitability

Focus Investment Banking

DECEMBER 5, 2024

Deciding to sell your business is never an easy choice. Working within the tire and service industry, I’m often asked the steps companies can take to prepare a business for sale and attract investors. This is the second in a series of articles that answers the most common questions I am asked by tire and service business owners.

Business

Truelytics: M&A

SEPTEMBER 2, 2021

Nearly 25 years ago, Owen Dahl , board member and Head of Professional Services at Truelytics realized that a great wave of transition was coming for the wealth management industry and the industry wasn't prepared to handle it. Are you helping them grow their business, become more profitable, or prepare for transitions?

Consulting

Viking Mergers & Acquisitions

APRIL 17, 2023

He worked with large publicly traded engineering and technology companies, small privately owned businesses, and several government entities. During his time in Corporate America, Jimmy was a certified Project Management Professional and oversaw some of the largest projects in the geospatial industry.

Mergers and Acquisitions

Focus Investment Banking

JANUARY 18, 2024

And will that mean that some of the privately held management consulting firms or other professional services companies will choose an IPO this year? It has been some time since a professional services firm chose a public offering as a liquidity strategy. But those companies have been public for more than 20 years.

IPO

Solganick & Co.

NOVEMBER 6, 2023

In recent years, Amazon Web Services (AWS), Microsoft Azure, and Google Cloud have matured and expanded their offerings, with cloud services segments now representing significant parts of each company’s overall business profile and defining their future growth aspirations and success. The AWS business unit generated $7.0

M&A

Focus Investment Banking

MAY 22, 2025

From FOCUS Investment Bankings experience in the market, certain traits consistently define high-performing, resilient firms traits that not only command premium valuations but also position sellers for successful transitions. They also improve working capital management and justify premium valuation multiples in the M&A market.

Broker

Lake Country Advisors

JULY 5, 2022

Various sectors from different industries have experienced consistent growth in 2022, thanks to the professional services of reliable M&A business advisors in Wisconsin. In the various industries that we specialize in as M&A business advisors in Wisconsin, we are seeing a consistent trend benefiting business sellers.

M&A

Mergers and Inquisitions

AUGUST 14, 2024

But doubts have also emerged about the business model, signaled by Sequoia’s release of its “$600 billion question” analysis (i.e., Most enterprise AI startups are more like service businesses than traditional software / SaaS companies in terms of margins and scalability (i.e., don’t expect the “ Rule of 40 ” here).

Investment

Mergers and Inquisitions

MAY 24, 2023

They have their investment thesis and valuation, and the earnings announcement is the event that unlocks value… …but this is not what “event-driven” means in most cases. But if we’re wrong, and the spin-off doesn’t happen or gets done at a lower valuation, the parent company’s share price would fall by only 10%.” revenue and 11.5x

Funds

Mergers and Inquisitions

SEPTEMBER 11, 2024

The same criteria as always apply: High grades, a good university or business school, previous finance internships, and a good amount of networking and interview prep. Operating metrics and valuation multiples , especially for the assets and companies that are the most different (see below). What Do You Do as an Analyst or Associate?

Investment Banking

Mergers and Inquisitions

AUGUST 6, 2025

As of mid-2025, a bunch of new AI tools geared toward use cases in finance have been released: Claude for Financial Services – It’s a modern, more automated/AI-driven version of Capital IQ or Bloomberg. OffDeal – Claims to be an “AI-native investment bank” that can automate the process of marketing and selling small businesses.

Financial Models

Cleary M&A and Corporate Governance Watch

MARCH 29, 2023

President Biden intends to work with Congress to ensure that the sale of goodwill and other assets are not picked up when the High-Taxed Interest is sold, so that only gains from the investment professional’s services are taxed at the higher rate. Extend statute of limitations for IRAs.

Accountant

Financial Times - Banking

AUGUST 4, 2025

© THE FINANCIAL TIMES LTD 2025.

Trading

How2Exit

FEBRUARY 24, 2025

E269: How to Sell Your Business for Top Dollar – Secrets from an Acquisition Expert - Watch Here About the Guest: Dolores Hirschmann is the founder of Masters in Clarity , a business strategist, speaker coach, and acquisition entrepreneur.

Business

How2Exit

MAY 19, 2025

E280: From Yoga Studio to EBITDA Truths: The Hidden Financial Traps in Small Business Exits - Watch Here About the Guest: Rosco Graves is the founder of Polaxis Professional Services and a former Deloitte advisor. This is one of the most tactical and truth-heavy episodes of the season. The core message?

Business

Sun Acquisitions

FEBRUARY 6, 2025

Chicago, IL January 31, 2025 Sun Acquisitions, a leading mergers and acquisitions firm, is pleased to announce the successful sale of Home Care Angels, an independently owned and operated non-medical home service agency to Avid Health at Home Illinois, LLC, a personalized in-home care organization that provides support to individuals of all ages.

Sale

iMerge Advisors

APRIL 13, 2025

This article explores the revenue composition that attracts premium valuations and how to optimize your business model accordingly. Why Revenue Mix Matters in SaaS Valuation Buyerswhether private equity firms, strategic acquirers, or public market investorsare increasingly sophisticated in how they assess SaaS businesses.

Valuation

Focus Investment Banking

MARCH 7, 2025

As a result, we are seeing important shifts in deal structure, and in many respects, larger differences in EBITDA calculations, valuation, and how transaction proceeds are paid than we did historically. This is common in professional services, including medicine, law, consulting, and more.

Healthcare

How2Exit

FEBRUARY 17, 2025

E268: Your Business Isn't Worth What You Think! How to Fix It Before You Sell) - Watch Here About the Guest: Alina Rivera is a business valuation expert and the founder of Advising Puerto Rico , a firm specializing in business advisory, financial planning, and fractional CFO services.

Business

Focus Investment Banking

FEBRUARY 18, 2025

The quip was very much central to Friedmans philosophies, I suspect he had used it for years, and it was obviously a version of a question he (and other) classical liberals asked, often rhetorically: If you cant trust individuals in business to make decisions for themselves, how can you trust individuals in government to make decisions for us all?

IT