Francine Way

JUNE 28, 2020

To begin the report, there are typically five common updates in the monthly shareholder report: financial, sales & marketing, operational, technology, and legal updates. The next few items in the financial update are typically reviews of P/L components: top-line Revenue, bottom-line profit, COGS, and OPEX (SG&A).

S&P

Focus Investment Banking

OCTOBER 27, 2023

The robust M&A markets of 2021 and 2022 lost their momentum as concerns over an impending recession and rising interest rates caused a shrink in the pool of companies available for sale and a decline in buyer demand.

Food

Software Equity Group

JUNE 10, 2024

This rule helps buyers and investors evaluate whether a company is effectively balancing growth with profitability. Measuring the trade-off between profitability and growth, the Rule of 40 asserts SaaS companies should be targeting their growth rate and profit margin to add up to 40% or more.

Profitability

Focus Investment Banking

MARCH 24, 2024

Diversified Revenue Streams: This blend of online and offline sales channels helps diversify revenue sources, reducing dependence on a single platform and mitigating market fluctuations. Competitive Pricing Pressure /Slim Margins: Operating on crowded platforms necessitates competitive pricing, leading to lower profit margins.

Private Equity

Focus Investment Banking

JUNE 5, 2024

With sales projected to pass a record-breaking $1 trillion this year, the outlook is cautiously optimistic for the restaurant industry in 2024. While optimism abounds in the restaurant industry, many owners feel less so when it comes to profitability. Buyers want to see measurable increases in same-store sales growth.

Food

Focus Investment Banking

MAY 22, 2025

And with many firms navigating succession planning, regulatory complexity, and growth constraints, todays market presents a timely opportunity to explore a sale under favourable conditions. These are the markers not just of a profitable business, but of one that can scale, integrate, and sustain their advantages through transitional periods.

Broker

Devensoft

JUNE 6, 2023

Download the interactive PDF with just the questions. Download now Company History Considering a company’s history is pivotal when conducting due diligence. The competitive landscape can impact how profitable your deal is going to be. This will give you a greater awareness of potential profitability moving forward.

M&A

Devensoft

JUNE 1, 2023

Download the PDF and save it for later. Download now Section 1.1: You can download a PDF copy below. Download now Chapter 2: Factors Affecting M&A Due Diligence The M&A due diligence should be tailored to the specific business environment, industry-specific challenges, regulatory compliance, and cultural differences.

Economics

Software Equity Group

JULY 18, 2023

A high NDR implies strong customer loyalty, stellar customer service, high product value, and effective sales strategies for upselling and cross-selling. Understanding your ideal customer profile and focusing your sales and marketing strategies accordingly can help raise your NDR. Cost Efficiency Low NDR suggests high levels of churn.

Business

Software Equity Group

JULY 9, 2024

Software executives may maintain their current role with their company post-sale or even take on additional responsibilities at the acquiring company or its board of directors. However, to maximize the chances of a profitable outcome, founders must proactively prepare for the sale.

Sale

Francine Way

JULY 12, 2017

An example of this would be to state COGS and SGA as percentages of Sales Revenues, or to state Depreciation Expense as a percent of Plant, Property, and Equipment (PPE). For simplicity, I prefer to state everything but interest income and expense as percentages of sales revenue. To download @RISK for a free trial version, click here.

Discounted Cash Flow

Software Equity Group

FEBRUARY 28, 2023

Gross Profit Margin (GPM) Higher GPMs mean more money available for reinvestment and, in turn, the potential for solid growth prospects. It is not surprising, then, that profitability was closely tied to above-average valuation multiples. Download the 2023 Annual SaaS Report. What Is the Takeaway for Private SaaS Companies?

Valuation

Software Equity Group

MARCH 13, 2023

For a more in-depth look at our research, download SEG’s Annual 2023 SaaS Report. Top Product Categories by Deal Volume With 306 deals, Sales and Marketing was the most active category in 2022—and in 2021 and 2020 as well. And quality, according to Austin, lies in retention, profitability, and growth. 4Q22’s multiple of 5.6x

M&A

Razorpay

AUGUST 12, 2024

What Is POS (Point Of Sale) System? A POS, or point of sale system, is a business payment machine that combines hardware and software to accept payments from customers and record sales data. Retail POS System It offer inventory management, customer relationship management (CRM), and sales analytics.

IT

Focus Investment Banking

MAY 10, 2024

For owners considering a sale, prioritizing key business and financial attributes can enhance a company’s position in the market and increase its valuation. For owners considering an exit, pursuing a sale in today’s active M&A market is an opportunity to define their company’s future. Download the article here.

Food

GillAgency

FEBRUARY 10, 2022

Do not use your company email to discuss anything regarding the sale with anyone. After the sale your email and files will become the property of your buyer. And soon, Baby Boomers are going to a big percentage of all the businesses for sale. 15.4.3 Do not feel uncomfortable to push back.

Business

Razorpay

FEBRUARY 21, 2024

Media spaces Digital invoice Surveys Download option Bill skin Auto-fetch Using RazorpayBillme’s auto-fetch feature, you can skip collecting your customer’s phone number and directly fetch the number associated with the payment method. Here are some elements that you can include in your brand’s digital bill.

Electronics

Focus Investment Banking

SEPTEMBER 10, 2023

Here are just a few ways AI can help small and medium-sized business services companies become more efficient, profitable and valuable: Human Resources: HR departments have been using AI for years to filter through hundreds of job applications, saving time but also increasing the likelihood of finding the right candidate.

Business

Devensoft

AUGUST 24, 2023

Download the full article as a PDF. Download now Why does internally controlled integration matter? Financial Synergy : Financial synergy involves leveraging combined financial resources, such as capital, cash flow, or risk management capabilities, to achieve cost savings, maximize profitability, and enhance investment opportunities.

Business

FineMark

APRIL 13, 2023

In March, it was purchased by rival Swiss bank, UBS, in an emergency sale brokered by Swiss banking regulators. Interestingly, throughout 2021 and 2022, there were no U.S. bank failures. Outside of the U.S., the 167-year-old Swiss bank, Credit Suisse, also suffered a crisis of confidence.

Bank

Focus Investment Banking

MAY 5, 2025

You know, obviously you get that from some of your European manufacturers or EVs that have restricted parts sales. Obviously for those that are Europeans or EVs, you have restricted parts sales. But let’s say you get certified with a domestic or Asian manufacturer that doesn’t have restricted part sales.

M&A

Focus Investment Banking

FEBRUARY 1, 2024

The dynamics of the business are changing, the basis of competition is evolving, and owners are strongly encouraged to develop a strategy that is equity-focused , not sales-focused. Where many owners err is in thinking that their equity in the business is growing just because their sales are growing. It’s more complicated than that.

Equities

Razorpay

DECEMBER 23, 2024

Mobile point of sale (mPOS) is a portable, wireless device that performs the functions of a traditional electronic POS terminal or cash register. Retail stores: Boutiques, pop-up shops, and small retailers can use mPOS to process transactions anywhere on the sales floor, reducing queues and enhancing customer service. What is mPos?

Sale

Focus Investment Banking

APRIL 13, 2025

Lets start by understanding sale-leaseback transactions and the mechanics behind them. A sale-leaseback occurs when a company sells an asset it ownstypically real estate, like a car wash facility in the case of ZIPSto a buyer (often a real estate investor or REIT) and then immediately leases it back for a long-term period.

Private Equity

Focus Investment Banking

NOVEMBER 7, 2024

With value comes options – like investment, growth, acquisitions, mergers, and sale. Private label sales: Europe leads the U.s. Private label sales: Europe leads the U.s. In Switzerland, over half of the sales value of grocery food and nonfood categories came from PL sales. Private Label share of total sales (U.S)

Retail

Focus Investment Banking

APRIL 9, 2025

Because infusion companies typically offer both services, they capture profit streams from each. An Excellent Selling Opportunity for Business Owners It is an opportune time for privately-owned infusion companies to pursue a sale. What Makes Infusion Therapy a Good Investment?

Hospitality