Remove Document Remove Financial Statement Remove Profitability
article thumbnail

Breaking Down the FOCUS Sell-Side Process

Focus Investment Banking

On the financial side, we complete in-depth financial analysis (usually a full quality of earnings) that breaks down a practice’s financial statements and rebuilds them on an adjusted accrual basis. We present adjusted revenue and profitability at that provider’s full potential when appropriate).

article thumbnail

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

Lake Country Advisors

A clear sense of your company’s market position shapes your negotiation tactics and marketing campaigns since buyers typically seek stable revenue, consistent profits, and a clear growth strategy. This often includes: Financial Review: Ensure financial statements are accurate and up to date.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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

Software Equity Group

Financials Examining backlogged revenue, audited financials, balance sheets, cash flow, profit and loss statements, and business expenses are included here. Contracts, Commitments, and Contingencies Buyers will examine contracts and financial commitments during due diligence.

M&A 52
article thumbnail

What Documents Are Needed To Sell A Business?

Sun Acquisitions

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. UCC Financing Statements.

article thumbnail

Key Documents for Selling Your Business

GillAgency

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.

article thumbnail

Profit and Loss Statement

Wall Street Mojo

What Is Profit And Loss Statement? A profit and loss (P&L) statement, sometimes called as an income statement, is a financial report that provides investors and outsiders with a financial overview of a company. Table of contents What Is Profit And Loss Statement? Example How To Read?

article thumbnail

How to Sell My IT/MSP Company: Insights from Tim Mueller

How2Exit

He discusses the key factors that sellers need to have in order, including legal and financial documentation, a strong management team, and well-documented processes. Buyers are looking for businesses with a solid foundation and a management team that can continue to drive growth and profitability.

IT 130