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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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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.

Sale 40
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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.

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

Mergers and Inquisitions

It’s an excerpt from our Venture Capital & Growth Equity Modeling course , so it’s not a step-by-step walkthrough – but it should still be quite helpful: Types of Growth Equity Case Studies Growth equity firms are “in-between” venture capital and private equity firms. trailing revenue multiple and 4.4x

Equities 105
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Navigating the Exit: A Mid-Market Owner’s Guide to Crafting an Exit Strategy

Sun Acquisitions

Document Processes and Systems: Documenting your business’s processes, systems, and intellectual property is essential for a smooth transition during an exit. Create comprehensive operational manuals, employee handbooks, and proprietary technology documentation to ensure the continuity and transferability of critical assets.

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10 Concepts We Can Learn About Selling Your Business From How2Exit's Interview W/ Jim Afinowich Managing Partner IBG Fox& Fin W/ over 1100 deals

How2Exit

This is especially true for larger transactions, such as those involving private equity. Private equity firms get their money from investors, and when interest rates are high, they have to lower the multiple they pay in order to get the same return they did when interest rates were lower.

Business 130