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Breaking Down the FOCUS Sell-Side Process

Focus Investment Banking

Our clients are usually founder-owned businesses that work with us on their first sale transaction, often to a larger company or private equity-backed group. Our extensive experience working opposite private equity acquirers tells us that a structured process is best. Our healthcare services clients (e.g.,

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A Step-by-Step Guide to Selling a Middle-Market Business

Lake Country Advisors

While not as large as publicly traded corporations, these entities usually have more robust governance and financial reporting than smaller businesses. Whether your firm fits in this category can affect how you approach potential buyers, from strategic acquirers to private equity groups. Operational Assessment: Pinpoint inefficiencies.

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SaaS M&A Due Diligence Checklist: Prepare 6 Areas of Your Business for a Successful Exit

Software Equity Group

This means providing annual financial statements, detailed financial statements, access to historical audit work papers, a description of any significant or unusual accounting controls, and copies of the top five customer and vendor contracts. Consider these 11 areas of accounting due diligence.

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The Growth Equity Case Study: Real-Life Example and Tutorial

Mergers and Inquisitions

Let’s start with the elephant in the room: yes, we’ve covered the growth equity case study before, but I’m doing it again because I don’t think the previous examples were great. They over-complicated the financial model (e.g., So, you can think of this example and tutorial as “Growth Equity Case Study: The Final Form.”

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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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What Are Assertions In Auditing?

Peak Frameworks

In the world of finance, auditing plays a crucial role in ensuring the accuracy and reliability of financial statements. Central to the audit process are assertions, which serve as the foundation for auditors to assess the validity and completeness of financial information.

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Will a buyer expect us to have audited financials or GAAP-compliant statements? What financial documentation might I be overlooking as we prepare for a sale?

iMerge Advisors

But in nearly all cases, the quality and clarity of your financial documentation will directly impact valuation, deal structure, and buyer confidence. GAAP-Compliant Financials These follow Generally Accepted Accounting Principles (GAAP), ensuring consistency and comparability, but may not be audited.

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