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. Play up the favorable location, the amenities present, and the brand reputation built over the years.

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Business Broker Valuation Sale 52

Peak Frameworks

SEPTEMBER 19, 2023

Consider the decisions leading up to the Enron scandal, where financial statements were manipulated, betraying shareholders' trust. For instance; the debates over high-frequency trading (HFT) lack clear regulatory guidelines. For finance professionals , this translates to developing an ethical intuition.

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Business Finance Finance Investment Banking 52

Software Equity Group

JULY 1, 2024

A QoE report is a document from a third-party accounting firm that objectively presents the company’s financial position after a comprehensive analysis. Think of it as a magnifying glass that zooms in on your financials and helps you assess the reliability and sustainability of your earnings. Why Invest in a QoE Report?

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M&A Accountant Financial Statement Business 52

Peak Frameworks

JULY 20, 2023

Global economic events and trends, including trade wars and recessions, can also have a profound impact on the stock market. Additionally, high market volatility and increased trading volumes can indicate underlying instability. When the bubble burst in 2008, it triggered a severe financial crisis.

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Stock Economics Risk Management Investors 40

RKJ Partners

AUGUST 6, 2017

During preliminary due diligence, the view of valuation is often heavily contingent on the financial information provided by the seller. Sellers are often hesitant to provide in-depth, detailed financial statements without first feeling comfortable that the buyer can successfully close a transaction.

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M&A Valuation Mergers and Acquisitions Discounted Cash Flow 40

Lake Country Advisors

AUGUST 6, 2024

Buyers look for comprehensive and organized financial statements that reflect the business’s performance and stability. Ensure all financial documents, including profit and loss statements, balance sheets, and cash flow statements, are up-to-date and professionally presented.

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Manufacturing Business Valuation Sale 52

Lake Country Advisors

OCTOBER 27, 2023

Intellectual Property Assessment In the modern business ecosystem, intellectual properties like patents, trademarks, copyrights, and trade secrets are more than just legal terms; they play a crucial role in determining a company’s value and market position. Financial Statement Analysis Valuation is grounded in the financial data.

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Valuation Business Mergers and Acquisitions Insurance 52

Wall Street Mojo

JANUARY 17, 2024

However an important point to note is that is has market value which keeps fluctuating, resulting in trading an profit-making opportunities from difference in prices. Speculators use the difference in prices to trade and make profits. In case of claim, the amount can be adjusted by payment of cash, or physical payment of the security.

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Financial Modeling Financial Models Insurance Valuation 52

Cooley M&A

MARCH 1, 2019

In the face of a global economic slowdown, ongoing trade wars, Brexit, heightened market volatility and other sources of uncertainty, it is becoming increasingly important to consider how deals can be run to maximize transaction certainty and achieve optimal valuation. Having the necessary infrastructure is also key. What’s the time frame?

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IPO Valuation M&A Business 52

Cooley M&A

JULY 28, 2022

The parties agree on a fixed price by referencing a set of agreed historical accounts – this is typically the last set of audited financial statements, but sometimes they’re unaudited management accounts or a set of accounts prepared specifically for these purposes –referred to as “ locked-box accounts.” Funding issues.

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M&A Debt Accountant Business 59

Lake Country Advisors

AUGUST 28, 2024

Preparing Your Financial Documents Organizing your financial documents is crucial in presenting your business as a transparent and trustworthy investment. Where local market conditions can vary widely, well-prepared financial documents give your business a competitive edge.

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Business Sale Manufacturing Valuation 52

Lake Country Advisors

MARCH 21, 2024

Double Taxation and Its Avoidance Double taxation, where two different jurisdictions tax the same income, presents a significant challenge in international business. Tax treaties are vital in mitigating this issue, promoting cross-border trade and investment by preventing income from being taxed twice.

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Sale Business Capital Profitability 52

Devensoft

JUNE 5, 2023

In a competitive market, pursuing opportunities that enhance your business’s value can present formidable challenges. This can involve analyzing industry reports, attending conferences and trade shows, and monitoring social media and online forums. Another way to mitigate risks is to develop a contingency plan.

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Business M&A Acquisitions Food 52

How2Exit

AUGUST 8, 2023

By selling a non-core asset at a higher multiple than the broader business would trade, the business can see equity value creation. The financials, sponsorship, balance sheet, and leverage profile of the business are important factors in determining the value of the sale-leaseback.

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Sale Mergers and Acquisitions Business M&A 130

Midaxo

APRIL 25, 2023

SWOT Analysis — Present a SWOT (Strengths, Weaknesses, Opportunities, and Threats) analysis to evaluate your company’s position and identify areas where M&A can create value. Trade publications and news sources: Monitor trade publications and news sources to stay informed about potential acquisition targets and industry trends.

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M&A Consulting Mergers and Acquisitions Valuation 130

Cleary M&A and Corporate Governance Watch

AUGUST 2, 2023

2] , [3] The rules build on the 2011 guidance issued by the SEC’s Division of Corporation Finance (“2011 Staff Guidance”) and the 2018 Commission Statement and Guidance on Public Company Cybersecurity Disclosures issued by the Commission itself (“2018 Interpretive Release”). [4]

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Government S&P Risk Management Management 52

The TRADE

APRIL 30, 2024

The importance of these rules can be linked to the reshaping of the regulatory environment and ultimately creating a more robust trading environment and promoting investor confidence. A key objective of the regulation was to increase market transparency through the promotion of regulated trading venues and encouraging price discovery.

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Financial Institution Financial Market Risk Management Banking 69

Mergers and Inquisitions

SEPTEMBER 6, 2023

In short: Quarterly Financial Statements: All “private funds” must now issue quarterly statements to investors with the fund’s performance, fees, and expenses. In theory, the government takes 30 days to review the deal for “potential competition issues,” but in practice, almost all deals get approved without questions.

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Private Equity Equities Finance Finance 105

Cooley M&A

JANUARY 22, 2021

Fortunately, in May 2020, the SEC adopted amendments to the financial disclosure requirements that alleviated some of the burden for public company buyers in those transactions by permitting the use of abbreviated financial statements without the need to seek exemptive relief, as discussed in more detail in our previous blog post.

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M&A Mergers and Acquisitions Collaboration Mergers 40

Lake Country Advisors

MAY 27, 2025

To avoid this mistake: Conduct a full pre-sale audit : Review financial statements, tax filings, contracts, and compliance records. Ensure all records are up to date and professionally presented: Buyers need clear documentation that proves the businesss performance and legal standing.

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Business Sale Negotiation Broker 59

Lake Country Advisors

MARCH 6, 2025

Key Factors Affecting Valuation Valuing a business requires a detailed assessment beyond financial statements. A specialized broker ensures these factors are properly evaluated and presented to potential buyers. Financial Documentation Essentials Buyers look for a detailed financial overview during the evaluation process.

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Broker Sale Business Negotiation 66

Sun Acquisitions

FEBRUARY 21, 2025

Dealing With Your Finances You may have significant assets on your books as a manufacturing seller, which means getting your financial house in order is imperative. A comprehensive review of financial statements going back at least 36 months is needed. Inventory management is also important.

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Manufacturing Business Sale Negotiation 65

Lake Country Advisors

FEBRUARY 6, 2025

Trade secrets, financial models, and operational methods are critical assets that must remain protected to preserve market advantages. Protecting confidentiality is essential to maintaining trust, preserving value, and presenting the business in its best possible light. This ensures that only serious buyers progress further.

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Lake Country Advisors

APRIL 4, 2025

Confidentiality and Professional Presentation Confidentiality is critical when selling a business, as premature disclosure can create uncertainty among employees, clients, and competitors. Avoiding Liabilities and Post-Sale Disputes A poorly structured deal can lead to financial and legal headaches long after the sale.

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Broker Business Negotiation Valuation 52