Software Equity Group

JUNE 25, 2025

Financials Examining backlogged revenue, audited financials, balance sheets, cash flow, profit and loss statements, and business expenses are included here. The best way to prepare for  due diligence  in a SaaS M&A transaction is to do most of the legwork before it starts.

M&A

Lake Country Advisors

JULY 31, 2025

For small and mid-sized business owners, it can mean the difference between a rushed sale and a well-timed, profitable transition. It’s about preparing your business, both strategically and emotionally, for a smooth and profitable transition. An exit strategy for business planning isn’t only about how you leave.

Business

How2Exit

OCTOBER 14, 2024

E248: Setting Yourself Up for Success: Essential Steps, Tips, and Strategies for a Profitable Exit - Watch Here About the Guest(s): Kip Wallen is a seasoned M&A attorney with over a decade of experience in live mergers and acquisitions deals, primarily within the lower middle market, involving transactions up to $50 million.

Profitability

How2Exit

NOVEMBER 6, 2023

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. rn Key Takeaways: rn rn Sellers should have their legal and financial documentation in order, including operating agreements, board minutes, and properly categorized financials.

IT

Wall Street Mojo

JANUARY 17, 2024

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?

Profitability

Peak Frameworks

MAY 17, 2023

Cost of Goods Sold (COGS) is a fundamental financial concept that plays a vital role in understanding a company's financial health and making strategic decisions. If you'd like to learn more about financial statements or are interested in investment banking, you should check out our Investment Banking Course.

Profitability

How2Exit

SEPTEMBER 9, 2024

In this episode, Ronald and Steve dive deep into the M&A landscape, highlighting essential strategies for assessing company valuations and analyzing financial statements. Financial Analysis: Deep diving into financial statements, understanding cash flow trends, and identifying red flags are essential steps.

M&A

How2Exit

MAY 8, 2023

Ron Concept 1: Explore Business Acquisitions and Mergers Business acquisitions and mergers are an increasingly popular way for entrepreneurs to grow their businesses and increase their profits. This evaluation includes an analysis of the company's financials, its market position, and its competitive advantage.

Mergers and Acquisitions

Wall Street Mojo

JANUARY 17, 2024

Statement of Cash Flows Definition A Statement of Cash Flow is an accounting document that tracks the incoming and outgoing cash and cash equivalents from a business. Thus, it accounts for a company’s financial standing and reveals the corporate efficiency in managing its cash and liquidity position.

Accountant

Wall Street Mojo

JANUARY 15, 2024

wallstreetmojo.com) Balance Sheet The Balance Sheet A balance sheet is one of the financial statements of a company that presents the shareholders' equity, liabilities, and assets of the company at a specific point in time. Article Link to be Hyperlinked For eg: Source: How to Read a Balance Sheet? How to Read Balance Sheet Equity?

Accountant

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Accounting Information System (AIS) (wallstreetmojo.com) In simple words, it is a system to collect and store all information related to financial transactions and events so that they can be retrieved for decision making by the internal management, accounts, CFOs, auditors, etc.

Accountant

Wall Street Mojo

JANUARY 18, 2024

Article Link to be Hyperlinked For eg: Source: Trial Balance (wallstreetmojo.com) At the end of the financial year, the balances of all the ledger accounts are extracted. They are written up in a trial balance (a type of financial report) and finally summed up to see if the total debit balances and the total credit balances should be tallied.

Accountant

How2Exit

OCTOBER 16, 2023

rn Key Takeaways: rn rn Understanding financial statements and being proficient in math and accounting are essential skills for success in mergers and acquisitions. rn The cash flow statement is a crucial tool for evaluating a company's financial health and understanding the nature of its profits and expenses.

Mergers and Acquisitions

Wall Street Mojo

JANUARY 16, 2024

First, they pay taxes on the corporate profit Corporate Profit Corporate profit, or ‘profit after tax, is the net income received from the business after deducting direct expenses, indirect expenses and all the applicable taxes from the total revenue generated by the company during the year. What Is A Pass-Through Entity?

Corporation

How2Exit

JUNE 12, 2023

The process of due diligence involves taking a close look at the financial, operational, and technical aspects of the business in question. This can include things like analyzing financial statements, reviewing contracts and agreements, and examining the technical infrastructure of the business.

Business

OfficeHours

JUNE 5, 2023

Private equity consulting firms conduct thorough due diligence on potential investment opportunities; they analyze financial statements, assess market dynamics, evaluate industry trends, and identify potential risks and opportunities in order to provide the most accurate recommendations on potential acquisition costs.

Private Equity

Tyton Partners

NOVEMBER 28, 2023

Non-profits whose impact has been hindered by a lack of skill in grant writing may be able to amplify their impact in ways they weren’t able to in the past. New opportunities for philanthropic improvement Imagine a literacy non-profit dedicated to improving reading scores that struggles to effectively convey its methods.

IT

Wall Street Mojo

JANUARY 3, 2024

It is to be noted that since journal entry forms the basis of accounting for any transaction and is the basic foundation of all financial statements and financial reporting of a business, it should be done correctly and state every detail of the transaction. read more is tallied.

Sale

Devensoft

JUNE 1, 2023

It involves investigating and evaluating the target company’s financial, legal, operational, strategic, environmental, IT, and human resources aspects to identify potential risks and opportunities. Verify the accuracy of the target company’s financial and non-financial information. Download now Section 1.1:

Economics

How2Exit

SEPTEMBER 2, 2024

” – Danny O'Neill Navigating the Complex World of M&A: Key Lessons from Industry Experts Key Takeaways Prioritize understanding financial health: Key elements like cash flow and profitability are crucial to assessing acquisition targets. And profitability in M&A is super important."

Acquisitions

Mergers and Inquisitions

JANUARY 24, 2024

They over-complicated the financial model (e.g., For reference, the case document said to expect profitability by the end of the 5 years. The Balance Sheet and Cash Flow Statement forecasts use a similar approach: make most items simple percentages of Revenue, COGS, or OpEx. multiple and 30% IRR?

Equities

How2Exit

FEBRUARY 12, 2024

rn Sellers should focus on building a valuation edge by differentiating themselves from the competition and ensuring their financials are in order. rn Buyers are now focusing on the qualitative aspects of a business, such as its unique product or service, strong financial statements, and a well-structured management team.

M&A

Francine Way

JULY 12, 2017

Once the extraordinary, unusual, non-recurring items are identified, the next (2nd) step is to have them added back / removed from the historical income statement to normalize the financial statement. Essentially, it is a way to value a company based on cash generated from operation, taking into account all major expenses.

Discounted Cash Flow

How2Exit

AUGUST 22, 2023

Financial planning and funding: Sweet mentions that his company does not have its own fund, so they raise funds for each acquisition. Financial planning and securing funding are essential aspects of the acquisition process. Reconciled sets the standard for consistency and quality that you can count on.

Financial Analysis

Lake Country Advisors

JULY 25, 2024

Review the financial statements and business model. This review should cover income, balance sheets, and cash flow statements. Financial Due Diligence This aspect involves meticulously examining the company’s financial health to ensure you make a sound investment with no hidden financial risks.

Business

Wall Street Mojo

JANUARY 14, 2024

It calculates a reserve based on past sales and customer risk assessment, ensuring a realistic reflection of expected uncollectible amounts in financial statements. It aligns bad debt expenses with sales within the same reporting period, ensuring a more realistic portrayal of a company’s financial health.

Accountant

How2Exit

OCTOBER 11, 2023

rn The size, profitability, growth potential, and recurring revenue of a business are key factors that impact its value. rn The size, profitability, growth potential, and recurring revenue of a business are key factors that impact its value. That's where Laurie Barkman, a business transition Sherpa, comes in.

Business

Mergers and Inquisitions

MARCH 8, 2023

Commodity Hedge Fund Definition: A commodity hedge fund buys and sells futures contracts and other derivatives based on mining, energy, power, and agricultural products and earns profits via fundamental and technical analysis; the trading may be systematic, discretionary, or both. You’ll be based in the U.S., per bushel.

Funds

Lake Country Advisors

NOVEMBER 18, 2024

It’s about more than just profit; it’s about finding a purpose to keep you motivated. Financial Literacy : Are you comfortable with financial management? A solid understanding of business finances helps you navigate cash flow, budgeting, and profit analysis. Am I Financially Prepared?

Business

OfficeHours

JUNE 12, 2023

Additionally, you are financially incentivized to work in private equity as firms have carried interest in the funds and share in the profits of their investments alongside the firm’s investors. This includes questions related to LBO modeling, multiples valuation, and basic accounting / financial statement analysis.

Private Equity

How2Exit

FEBRUARY 23, 2023

Buying an existing business can provide an entrepreneur with a customer base, a proven business model, existing infrastructure, immediate revenue and profits, and experienced employees. An existing business may also be generating revenue and profits, which can provide a source of income and a return on investment.

Business

Deal Law Wire

MARCH 16, 2022

What do the financial statements say? Sustainability reports and aspirational marketing campaigns may say one thing, but do the financial statements prove that ESG initiatives are profitable? Expect to see detailed ESG audits conducted by specialists in the field as part of standard diligence.

Financial Statement

Peak Frameworks

MAY 17, 2023

It is a key financial figure that reveals much about a company's operations, performance, and potential for growth. In this article, we will delve into the concept of revenue, the role it plays in a company's financial health, and how it is used by investors and analysts. Revenue is the lifeblood of any business. What is Revenue?

Business

How2Exit

MARCH 23, 2023

Ron Concept 1: Maximize Business Value When Exiting When it comes to exiting a business, maximizing value is of paramount importance. It is essential to ensure that the business is sold for the highest possible price, while also getting the best deal structure. Finally, it is important to have a well-thought-out exit strategy.

M&A

How2Exit

AUGUST 8, 2023

It provides a unique opportunity for businesses to leverage their real estate assets to enhance their financial position and facilitate the M&A process. Owning real estate can be a significant financial burden, especially for companies looking to grow or consolidate their operations.

Sale

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 ).

Securities

Sun Acquisitions

MARCH 8, 2022

Financial Documents Needed to Sell a Business. Personal Financial Statement (to be completed by buyers). Internal Profit & Loss Statements (dating back two to three years). Employment Agreements. Letter of Intent. Post-Closing Agreement. Seller’s Discretionary Earnings. Seller’s Discretionary Cash Flow.

Business