Sun Acquisitions

FEBRUARY 12, 2023

To help ensure the best outcome possible and reduce the stress associated with these sometimes tricky conversations, here are some tips on what you need to know before entering into contractual negotiations for your manufacturing business sale.

Negotiation

Sun Acquisitions

JUNE 26, 2023

Marketing your business for sale is crucial to get a reasonable price. You can consult with professional business brokers or advisors who will help you prepare a business listing, present financial statements, and confidentially market your business.

Sale

Wall Street Mojo

JANUARY 18, 2024

Trial Balance Meaning Trial Balance is the report of accounting in which ending balances of a different general ledger of the company are and is presented into the debit/credit column as per their balances, where debit amounts are listed on the debit column, and credit amounts are listed on the credit column. read more of the organization.

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. It is an asset because the company has made the sale but is yet to receive the money.

Accountant

Sun Acquisitions

MARCH 26, 2024

And always be prepared with the last couple years of financials and taxes to help determine the feasibility for a productive sale process. Going to Market In preparation for sale, your Advisor will likely interview you to understand the business’ operations and go-to-market strategy.

Sale

How2Exit

FEBRUARY 12, 2024

With a background in audit and entrepreneurship, Steve brings a wealth of experience to his role as an advisor and coach for businesses preparing for sale. It is important to understand the buyer's perspective and present the business in the best possible light.

M&A

Lake Country Advisors

AUGUST 7, 2023

The current market conditions and economic landscape have created a fertile environment for business sales. Understanding Market Trends Analyzing recent market trends is essential when considering the sale of a business. Understanding Market Trends Analyzing recent market trends is essential when considering the sale of a business.

Business

Peak Frameworks

JUNE 29, 2023

In the world of finance, auditing plays a crucial role in ensuring the accuracy and reliability of financial statements. Central to the audit process are assertions, which serve as the foundation for auditors to assess the validity and completeness of financial information.

Financial Statement

How2Exit

MARCH 11, 2024

Relying heavily on one customer can be a red flag for buyers and lenders, potentially affecting the sale of the business. Overvalued assets can negatively impact the sale of a business and deter potential buyers. Sellers should gather all necessary financial information and ensure a diverse customer base to maximize their exit value.

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. One specific real estate strategy that has gained popularity in recent years is the sale-leaseback arrangement. rn Secondly, sale-leasebacks enhance financial flexibility.

Sale

Lake Country Advisors

AUGUST 9, 2024

The vibrant market presents a substantial opportunity for business owners looking to sell their manufacturing businesses. Understanding the market dynamics, identifying potential buyers, and presenting your company in the best possible light are crucial steps. Documenting a clear growth strategy can also help in this regard.

Manufacturing

Francine Way

JULY 12, 2017

As I mentioned in my last post, Discounted Cash Flow (DCF) is a valuation method that uses free cash flow projections, a discount rate, and a growth rate to find the present value estimate of a potential investment. For simplicity, I prefer to state everything but interest income and expense as percentages of sales revenue.

Discounted Cash Flow

Lake Country Advisors

JUNE 20, 2024

In this regard, due diligence plays a crucial role in ensuring the sale goes smoothly by identifying potential risks, ensuring compliance with legal requirements, and uncovering any hidden issues that could impact the transaction. Understanding the Importance of Due Diligence Due diligence is a crucial step in the business sale process.

Sale

Wall Street Mojo

JANUARY 15, 2024

They are typically derived from sources like the payroll system, financial statements, reports, sales and purchase data, invoices, inventory , etc. For example, an accountant records various financial data and presents them for the use of multiple stakeholders like an owner, shareholders, creditors, government, etc. #2

Accountant

How2Exit

OCTOBER 14, 2024

Building Trust : Establishing trust and good rapport with potential buyers is essential, as it facilitates smoother negotiations and strengthens post-sale relationships. Buyers dive deep, examining customer relationships, employee dynamics, and every corner of financial statements.

Profitability

Lake Country Advisors

MARCH 21, 2024

Understanding the tax considerations in cross-border business sales is crucial in today’s global market. Here, we delve into the critical tax aspects of cross-border sales, aiming to arm sellers and buyers with the necessary insights for effective negotiations.

Sale

Razorpay

JULY 25, 2023

It deals with analyzing, classifying, collecting, and presenting a company’s financial data. Knowing how corporate accounting works and its role in facilitating the growth of a business is important because it plays a fundamental role in the smooth functioning of business financials.

Accountant

Wall Street Mojo

JANUARY 15, 2024

read more , and other requirements to express his opinion on the objective and unbiased view of the company’s financial statements during the period under consideration. This may involve contacting third parties, such as banks or suppliers, to corroborate the details presented in the financial statements.

Financial Statement

Sun Acquisitions

MARCH 8, 2022

A checklist of the financial documents needed to sell a business. It’s worth noting that you might not need all the documents presented on these checklists. Financial Documents Needed to Sell a Business. Personal Financial Statement (to be completed by buyers). Legal Documents Needed to Sell a Business.

Business

Wall Street Mojo

JANUARY 17, 2024

The investing activities comprise the long-term asset purchase or sale. read more and balance sheet 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.

Accountant

IBG

JANUARY 31, 2023

If you have been through a business purchase or sale, you have likely experienced the unique tension and strife common to that phase of the deal known as “due diligence.” While it takes work, due diligence helps squeeze risk out of a sale, protecting the buyer and the seller. The benefits to the seller may not end there, Frye noted.

Sale

The M&A Lawyer

AUGUST 31, 2015

However, successful asset sales require quite a bit more than a pair of tweezers and steady hands. These agreements, at their most basic level, provide for the sale of tangible and intangible assets and liabilities of a seller to a buyer in return for cash or some other form of consideration ( i.e. , something of value).

M&A

Wall Street Mojo

JANUARY 14, 2024

The Allowance Method in accounting sets aside funds to cover anticipated bad debts from credit sales. It calculates a reserve based on past sales and customer risk assessment, ensuring a realistic reflection of expected uncollectible amounts in financial statements. Example #1 Suppose ABC Inc.,

Accountant

Francine Way

JUNE 22, 2020

I learned a few new things in these 2 roles, including how to evaluate a merger opportunity and present it to a corporation’s Board of Directors (BoD). A template presentation deck - based on a real merger case - will be presented here to showcase concepts and thought processes. Indicators of earnings manipulation.

Valuation

Sun Acquisitions

NOVEMBER 27, 2023

Overpricing may deter potential buyers while undervaluing could result in significant financial losses. A business broker will comprehensively evaluate various factors such as financial statements, profitability, industry trends, and future growth prospects.

Broker

Focus Investment Banking

AUGUST 13, 2023

That’s when the buyer goes through all of your company’s financial statements, employee contracts, supplier and vendor agreements, licenses and permits, rental and lease agreements, intellectual property and the like to help them determine if they are buying a solid company at a fair price.

Business

How2Exit

OCTOBER 11, 2023

Many owners believe their businesses are ready for sale, only to realize that they lack the necessary elements to make them attractive to potential buyers. rn The Role of Financial Performance and Growth Potential rn Financial performance and growth potential are crucial drivers of a business's value.

Business

Sun Acquisitions

JANUARY 22, 2024

Assess Your Business’s Financial Health Before selling your business, it’s crucial to understand your company’s financial health clearly. Conduct a thorough financial analysis to identify potential weaknesses or areas needing improvement. Be upfront about any challenges or risks your business may be facing.

Economics

iMerge Advisors

APRIL 14, 2025

Summary of: Will a Buyer Expect Audited or GAAP-Compliant Financials? What You Might Be Overlooking Before a Sale As a founder preparing for a potential exit, one of the most common and consequential questions youll face is: Do we need audited financials or GAAP-compliant statements before going to market?

Sale

Sun Acquisitions

FEBRUARY 10, 2023

Step #1 Get the Business Ready for Sale This may involve: Sorting out financial records: Organize your financial records. This lends credibility to the financial statements you present to potential buyers. Step #3 Develop a Sales Pitch We’re getting closer to putting the business on the market at this stage.

Business

The M&A Lawyer

AUGUST 25, 2015

At their most basic level, these agreements provide for the sale of shares in a target company to a buyer in return for cash or some other form of consideration ( i.e. , something of value). Article 2 of a standard SPA will usually provide the specific terms of the sale of the stock. financial statements. subsidiaries.

Stock

Wall Street Mojo

JANUARY 15, 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 ).

Accountant

Lake Country Advisors

NOVEMBER 16, 2023

Preparing for the Sale Preparing to sell your business is a critical step, demanding a clear understanding of its value and organized documentation. This phase involves a comprehensive evaluation of your business’s worth and ensuring your financial records are transparent and up-to-date.

Broker

Lake Country Advisors

AUGUST 6, 2024

This guide is crafted to provide you with practical, straightforward advice on how to prepare your business for sale. Our goal is to ensure that you are well-equipped to maximize your business’s value and secure a smooth, profitable sale. A financially stable business attracts higher offers and more serious buyers.

Manufacturing

Sun Acquisitions

JULY 1, 2024

In this blog post, we present “The Seller’s Playbook,” a unique approach that offers small business owners a systematic strategy to ensure they sell their business and do so with the maximum return on investment. This goes beyond financial statements.

Business

Mergers and Inquisitions

MARCH 8, 2023

Commodity trading desks within sales & trading at the large banks. The Skills Required for Commodity Trading You do not use traditional financial statement analysis or valuation in commodity trading because the underlying asset is a futures contract , not a stock. Practical experience is king with commodities.

Funds

Lake Country Advisors

AUGUST 28, 2024

From assessing its value to transitioning ownership, understanding the nuances of your industry is crucial for a successful sale. Assessing the Value of Your Small Business The accuracy of your business’s valuation is essential for a successful sale. Here’s a comprehensive guide to help you navigate selling your business.

Business