Wizenius

JUNE 10, 2023

Industry-Specific Metrics: Identify Key Industry Drivers: Understand the specific industry dynamics in which the company operates and identify the key metrics that drive financial performance within those industries. For example, revenue growth rates, market share, commodity prices, or regulatory factors.

Financial Models 52

Financial Models Financial Modeling Financial Statement Accountant 52

Wall Street Mojo

JANUARY 17, 2024

read more like investors, shareholders Shareholders A shareholder is an individual or an institution that owns one or more shares of stock in a public or a private corporation and, therefore, are the legal owners of the company. The ownership percentage depends on the number of shares they hold against the company's total shares.

Accountant 98

Accountant Finance Finance Profitability 98

How2Exit

DECEMBER 22, 2023

He shares that at the time of the recording, SMB Law Group is currently working on 60 transactions and personally assisting 25 clients in the business buying process. Eric emphasizes that the success of these deals is not solely due to the firm's expertise, but rather the economic climate and the incredible opportunities available.

M&A 130

M&A Business Mergers and Acquisitions Acquisitions 130

Sun Acquisitions

AUGUST 16, 2023

Potential buyers will want to know the state of your finances, so ensure you are honest and straightforward with all your financial disclosures. Any discrepancies in your financial statements can significantly hurt the final price of your business. Setting the right asking price for your business can be lengthy but necessary.

Business 52

Business Economics Valuation Broker 52

How2Exit

OCTOBER 14, 2024

Kip, an experienced M&A attorney, shares his expertise on how business owners can prepare their companies for acquisition by private equity firms and strategic buyers, ensuring they are poised for a successful exit. Buyers dive deep, examining customer relationships, employee dynamics, and every corner of financial statements.

Profitability 130

Profitability Mergers and Acquisitions M&A Negotiation 130

Lake Country Advisors

AUGUST 7, 2023

The current market conditions and economic landscape have created a fertile environment for business sales. Other less obvious factors, such as customer retention rate, product or service diversification, and market share, can also significantly impact the perceived value of your business.

Business 96

Business Sale Negotiation Broker 96

Francine Way

JULY 8, 2017

Lack of financial / strategic progress: Shareholders’ frustration with the lack of growth of a company’s stock price / dividends / earnings per share / other financial metrics may drive exits. Peaked market valuations: When market cycle peaks or an industry fully matures, it may be advantageous for shareholders to cash out.

M&A 130

M&A Acquisitions Sale Investment 130

How2Exit

MAY 30, 2023

This is because personal expenses can be mischaracterized as business expenses, which can lead to inaccurate financial statements and ultimately lead to a bad deal. During times of economic uncertainty, people tend to look for something safe and secure to invest in. The pet industry is relatively recession-proof as well.

Private Equity 130

Private Equity Business Equities Investment 130

How2Exit

AUGUST 28, 2023

rn rn Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit unrefined, you're reading our notes, so. b' Revolutionizing Due Diligence with DueDilio W/ Roman Beylin - Watch Here.

Mergers and Acquisitions 130

Mergers and Acquisitions M&A Business Acquisitions 130

Lake Country Advisors

AUGUST 9, 2024

Several factors influence this valuation, including financial performance, market conditions, and growth potential. Financial Performance : This includes reviewing historical financial statements, such as income statements, balance sheets, and cash flow statements.

Manufacturing 59

Manufacturing Business Sale Negotiation 59

Cooley M&A

MAY 23, 2024

Alternatively, transactions can be structed as walk-away deals or no-seller-indemnity deals with the buyer bearing the full economic impact of the retention. This claim activity may reflect the lack of highly scrutinized financial statements in these deals.

Insurance 52

Insurance M&A Underwriting Financial Statement 52

Lake Country Advisors

APRIL 15, 2024

Economic and industry-specific trends impact business value. A booming market may increase it, while economic downturns or industry slumps can decrease it. It should cover financial statements, asset inventories, market analysis, and profit forecasts. Account for market conditions. Prepare documentation.

Negotiation 69

Negotiation Sale Business Broker 69

Sun Acquisitions

MARCH 29, 2024

Assess the Seller’s Financial Health: One of the primary concerns in any seller financing deal is the financial health of the seller. Conduct a comprehensive economic assessment to ensure the seller can provide the financing. This involves reviewing their financial statements, cash flow, and creditworthiness.

Mergers and Acquisitions 64

Mergers and Acquisitions Finance Finance Acquisitions 64

Focus Investment Banking

MAY 22, 2023

Most small business owners are nimble, and when they make a decision, they move quickly because that’s how they’ve survived so many economic cycles. This includes capital gains tax, which may apply to the sale of assets or shares. Actually, arriving at the decision to sell may be the easy part.

Business 52

Business M&A Sale Valuation 52

Lake Country Advisors

AUGUST 28, 2024

Business brokers provide critical insights into how local economic elements influence these valuations. With Wisconsin’s economic diversity in sectors like manufacturing and technology, there are distinct opportunities and challenges to consider. This transparency builds trust with buyers and can expedite the due diligence phase.

Business 52

Business Sale Manufacturing Valuation 52

Wall Street Mojo

JANUARY 17, 2024

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

Financial Models 98

Financial Models Financial Modeling Insurance Government 98

Devensoft

JUNE 20, 2023

By taking a strategic approach to M&A, companies can increase the chances of success and reap the benefits of these transactions. Due diligence can involve reviewing financial statements, contracts, legal documents, customer data, and other relevant information. This is where strategic corporate development comes into play.

M&A 52

M&A Corporation Mergers and Acquisitions Mergers 52

M&A Leadership Council

JUNE 18, 2024

Facilitate collaboration and information sharing among team members. Data Collection: Gather relevant data and documents, such as financial statements, legal filings, operational reports, and market analyses: Collect historical and current financial statements, including balance sheets, income statements, and cash flow statements.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

iMerge Advisors

APRIL 8, 2025

Well walk through the process step-by-step, highlight common pitfalls, and share strategic considerations that can materially impact valuation and deal outcomes. This article outlines the key stages of a successful software company sale, with insights tailored to founders and executives navigating the M&A landscape.

M&A 40

M&A Valuation Private Equity Negotiation 40

Lake Country Advisors

MARCH 21, 2024

Therefore, maintaining compliance with transfer pricing regulations is not just about avoiding penalties; it’s also about ensuring the integrity of financial statements and tax filings. This option typically does not allow for a step-up in the basis of the assets, thereby offering no additional depreciation benefits.

Sale 52

Sale Business Capital Profitability 52

M&A Leadership Council

JUNE 18, 2024

Facilitate collaboration and information sharing among team members. Data Collection: Gather relevant data and documents, such as financial statements, legal filings, operational reports, and market analyses: Collect historical and current financial statements, including balance sheets, income statements, and cash flow statements.

Risk Assessment 40

Risk Assessment M&A Mergers and Acquisitions Risk Management 40

Devensoft

AUGUST 22, 2023

Step 1: Gather Accurate Financial Data The first step in the valuation process is to collect comprehensive and accurate financial data for the target company. This includes financial statements such as the income statement, balance sheet, and cash flow statement.

M&A 52

M&A Valuation Utilities Mergers and Acquisitions 52

Wall Street Mojo

JANUARY 18, 2024

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

Financial Models 52

Financial Models Financial Modeling Debt Financial Institution 52

Wall Street Mojo

JANUARY 15, 2024

CDOs are considered highly astute financial instruments Financial Instruments Financial instruments are certain contracts or documents that act as financial assets such as debentures and bonds, receivables, cash deposits, bank balances, swaps, cap, futures, shares, bills of exchange, forwards, FRA or forward rate agreement, etc.

Debt 52

Debt Bank Banking Investors 52

How2Exit

AUGUST 8, 2023

rn Financial requirements for sale-leasebacks typically include looking at the operating company's financials, although they do not need to be audited or reviewed by a CPA. QuickBooks files, Excel files, or PDF financial statements are usually sufficient.

Sale 130

Sale Mergers and Acquisitions Business M&A 130

Devensoft

AUGUST 21, 2023

In 2012, Facebook acquired the photo-sharing app for $1 billion, a move that was largely driven by the potential for Instagram’s rapid growth and user base. In 2006, Google acquired the video-sharing platform for $1.65 They conduct a comprehensive analysis of the company’s financial statements, cash flow, and profitability.

Private Equity 52

Private Equity M&A Equities Mergers and Acquisitions 52

GillAgency

FEBRUARY 10, 2022

If you are not sure please reach out to us and we are happy to share what needs to be on such a NDA. In this section you should discuss about the conditions of your industry – impacts of legal, regulatory, political, technological, economic and environment on your business. We have bullet-proof NDAs that protect all our clients.

Business 52

Business Sale Broker IT 52

Cooley M&A

JANUARY 22, 2021

Divestitures, often achieved through asset sales, were also popular in 2020 as large pharmaceutical companies and biotechnology companies sought to divest noncore assets and focus on core businesses in the wake of economic uncertainty created by the pandemic. COVID-19’s Impact on Pre-Pandemic Deals and Future Dealmaking.

M&A 40

M&A Mergers and Acquisitions Collaboration Mergers 40

Cooley M&A

MARCH 17, 2020

As a result of this unprecedented social and economic uncertainty, we are counseling clients interested in mitigating impacts of COVID-19. A company may choose to repurchase its stock during a time when it believes the stock is undervalued in the hope that it will signal confidence to the market and increase demand for the company’s shares.

Negotiation 40

Negotiation M&A Insurance Stock 40

Lake Country Advisors

MAY 27, 2025

Economic conditions and industry-specific cycles can greatly influence buyer interest and pricing. If your financials are disorganized or key documents are missing, buyers may question your professionalism or, worse, walk away from the deal entirely. Staying informed helps you act when conditions are most favorable.

Business 59

Business Sale Negotiation Broker 59

How2Exit

FEBRUARY 17, 2025

Summary: In this episode, the How2Exit podcast welcomes Alina Rivera , founder of Advising Puerto Rico , to discuss business valuation, exit planning, and the economic landscape of Puerto Rico. ” Puerto Rico’s Economic Edge The episode also dives into why Puerto Rico is becoming a hotbed for entrepreneurs and investors.

Business 130

Business IT Valuation Economics 130