How2Exit

SEPTEMBER 4, 2023

He highlights the need for aspiring entrepreneurs to educate themselves about the M&A industry and the specific steps involved in acquiring a business. They spend countless hours browsing business-for-sale listings without a clear understanding of what they are looking for or how to evaluate potential opportunities.

Business 130

Business Mergers and Acquisitions Education Broker 130

How2Exit

OCTOBER 2, 2023

He advises buyers to rely on market data and trends to make educated decisions. Reconciled sets the standard for consistency and quality that you can count on. David does not discuss individual stocks or mutual funds. rn About The Speaker: rn David C. This is a nuanced take that adds another layer to the conversation.

Business 130

Business Acquisitions M&A Finance 130

How2Exit

MARCH 2, 2023

This can be especially important for entrepreneurs who are self-taught and don't have the same resources as those who have gone through a formal education. This allows you to reach a larger audience and increase your sales. This means having a system in place for customer service, marketing, and sales.

Business 130

Business Book-building Sale IT 130

Sun Acquisitions

JANUARY 26, 2024

Our focus is mainly on apartment buildings, churches, education and industrial businesses. I was open minded to either: Selling and retiring or Selling and staying on to build a bigger business What was the sale process like? We received multiple offers and negotiated the best one. What has life been like post sale?

Broker 52

Broker Business Sale Education 52

RKJ Partners

AUGUST 6, 2017

It is imperative to maintain confidentiality throughout the sale process and to take measures that will guard against competitors, employees, vendors and customers learning of an impending sale. In general, it can take from 3 to 18 months to complete a business sale, with the most common range of 6 to 12 months.

M&A 40

M&A Sale Negotiation Investment Banking 40

Chesapeake Corporate Advisors

OCTOBER 24, 2022

Rendia”), a provider of subscription-based point-of-care engagement software and content for eye care practitioners, in its sale to PatientPoint ® (“PatientPoint”), provider of an industry-leading, tech-enabled point-of-care network that engages healthcare providers and patients across 20 medical specialties.

Advisory 52

Advisory Investment Banking Corporation Healthcare 52

Focus Investment Banking

MAY 20, 2024

The JML transaction is the latest in a long line of successful deals Bob has negotiated for clients throughout the years. The companies I represent are often a life- long endeavor of their owners, so I take as much time as needed to educate them on how to navigate this very unique process. It can be very hard for a seller.

M&A 52

M&A Mergers and Acquisitions IPO Financial Transaction 52

How2Exit

SEPTEMBER 15, 2024

Ray is also known for producing educational content on his YouTube channel, SBA Ray, and hosting the podcast, The Art of SBA Lending. Once the commitment is secured, the closing phase ties up all the loose ends, from negotiating purchase agreements to obtaining necessary insurances. And once it's approved, you get a commitment letter."

Business 130

Business Acquisitions Underwriting Finance 130

How2Exit

MAY 20, 2024

As the conversation unfolds, Carl candidly reveals the nuances that distinguish corporate deal-making from Main Street business sales, emphasizing the critical role of rapport and seller psychology. Recognizing that many retirees prioritize monthly cash flow, Allen restructured the traditional negotiation approach. "I

M&A 130

M&A Mergers and Acquisitions Book-building Business 130

IBG

MAY 31, 2023

Understanding the traits common to each buyer category can help sellers level the playing field in a business sale of any size. In middle-market business sales, the value of the deal and the path to a successful closing are shaped in large part by a factor that many sellers underestimate: the type of buyer that is evaluating your company.

Business 52

Business Sale M&A Private Equity 52

Chesapeake Corporate Advisors

APRIL 8, 2024

Strong Execution and Negotiation Even the best deal strategy can fall down in execution. It takes a disciplined process to execute a company sale effectively—from the initial discussion about your business and what drives its value, through negotiating and closing the transaction.

M&A 52

M&A Investment Banking Negotiation Investment 52

How2Exit

JUNE 10, 2024

Effective Search Strategy: Utilizing a combination of personal outreach and education programs, Shane efficiently identified and acquired a viable business within a few months. After 30 days of negotiating the letter of intent (LOI) and another 90 days in closing procedures, Shane sealed the deal with an SBA loan.

Corporation 100

Corporation Mergers and Acquisitions Acquisitions Business 100

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 52

Business Sale Broker IT 52

Growth Business

OCTOBER 2, 2023

In the last few years, new start-up and growth businesses have begun using AI to develop analytics platforms and planning tools to improve sales performance for smaller retailers. Edtech Educational technology (edtech) is gaining momentum as an innovative way of delivering education and training for students and employees.

Finance 52

Finance Finance Capital Funds 52

Software Equity Group

MARCH 26, 2024

Cultivating Relationships with Top Private Equity Firms is Key to a Successful Sale Are you considering a majority investment or strategic sale? As a SaaS founder or executive, it’s essential to exercise caution when disclosing details about your company, as oversharing can potentially hinder your chances of a successful sale.

Private Equity 52

Private Equity Equities Investment Portfolio 52

Peak Frameworks

SEPTEMBER 12, 2023

There are several approaches: Demographic: Based on age, gender, education, etc. A lower CAC suggests that the firm has an effective marketing and sales strategy. Deal Closure Rate: Especially for investment bankers, the number of deals closed versus those initiated can indicate effectiveness in negotiations and client relations.

Finance 52

Finance Finance Investment Private Equity 52

M&A Leadership Council

OCTOBER 22, 2023

Functions that may be outsourced include employee records and pay (HRIS and payroll systems), sales and service (CX software), customer billing (ERP and finance systems), and procurement (supply chain and asset management systems). The acquirer will need to decide whether to retain any or all of these vendors.

Mergers 52

Mergers Mergers and Acquisitions M&A Economics 52

Razorpay

SEPTEMBER 19, 2024

Example of Upfront Payment from Education and Training The education sector asks for prepayment for courses, workshops, and certifications. This involves: Consulting professional associations Networking with peers Analyzing market rates Gather hard facts and figures to support your pricing during negotiations.

Book-building 52

Book-building Consulting Business Funds 52

Growth Business

MARCH 1, 2024

After a period of approximately three to seven years the company would seek an exit, either in the form of a sale to another buyer or a public listing. While a trade sale was possible, we were keen to maintain and nurture the distinctive Innovate brand and positioning, which we felt still had huge potential.

Private Equity 59

Private Equity Equities Investment Business 59

Devensoft

AUGUST 24, 2023

Through financial synergy, organizations can access new funding sources, negotiate better terms with suppliers or customers, and optimize their capital structure. Educational Content: Develop educational content that demonstrates how the combined offerings can solve specific customer challenges or enhance their experiences.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

Focus Investment Banking

MAY 19, 2025

Try to educate, try to give. The same is true in the case of of a sales role with, you know, hey, you’re, you’re building a Body Shop organization by way of OES and dealership relationships. For folks who don’t have a ton of experience in sales, the golden rule is give, give, give before you ask.

M&A 52

M&A IT Business Manufacturing 52

CNBC: Investing

JUNE 10, 2025

Traders' hopes for progress in trade negotiations, along with solid first-quarter earnings, helped the market recover since then, however. Be sure to avoid violating the wash-sale rule, which involves selling an asset at a loss and then buying a "substantially identical" security within 30 days before or after the transaction.

Portfolio 112

Portfolio S&P Stock Investors 112

Mergers and Inquisitions

OCTOBER 11, 2023

Tasks include getting tenants to renew their leases, negotiating new terms, and handling unit repairs, maintenance, renovations, and new HVAC installations. The exit opportunities are also quite good because many appraisal professionals get into development, investment sales, lending, and even real estate private equity roles.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

Chesapeake Corporate Advisors

MAY 15, 2025

AMA), an environmental, health and safety (EHS) consulting and training firm in its sale to The EI Group, a leading environmental consulting firm. CCA helped us identify and negotiate a win win transaction with the EI Group, an ideal partner for our team moving forward.

Consulting 52

Consulting Investment Banking Engineering Corporation 52

CNBC: Investing

JUNE 6, 2025

"The sector [should be] able to largely mitigate the impact of tariffs in the mid/long term through manufacturing repatriation and 2) [there's] no clear path for MFN ["most favored nation"] to move forward without Congressional approval (outside of IRA price negotiations)," Schott said.

S&P 52

S&P Stock Media Pharmaceutical 52

Mergers and Inquisitions

MARCH 19, 2025

For example, there appears to be $17 billion of deal activity in Education Services in 2024, but that includes the $14.5 Modest CapEx Requirements If you look at Damodarans data on capital intensity by sector , certain verticals were below the average 4 5% Net CapEx / Sales reported by U.S. billion deal for Nord Anglia.

Private Equity 59

Private Equity Retail Equities Mergers and Acquisitions 59

Cooley M&A

JANUARY 18, 2017

The potential of significantly increased penalties will likely bring parties to the negotiating table. ” The guidelines indicate that the DOJ will challenge anticompetitive employment violations using its arsenal of criminal sanctions against companies and responsible managers.

Mergers and Acquisitions 40

Mergers and Acquisitions Pharmaceutical Mergers Food 40