iMerge Advisors

APRIL 9, 2025

A Strategic Guide for Founders and CEOs For software founders contemplating a sale, the question of valuation is often the firstand most complexhurdle. Understanding the Core Valuation Framework At its core, software company valuation is typically based on a multiple of earnings or revenue. What is my software company worth?

Valuation 40

Valuation M&A Private Equity Sale 40

How2Exit

MARCH 10, 2025

Richmond shares his experience in mergers and acquisitions (M&A), detailing his innovative strategies for structuring deals, including vendor financing, virtual rollups, and work-in-buyout (WIBO) models. E271: How This Dealmaker Closes a Business Acquisition Every Week—WITHOUT Using His Own Money! The Fastest Way to Exit?

Business 130

Business Acquisitions Mergers and Acquisitions Finance 130

Software Equity Group

JULY 9, 2025

These messages often arrive with a proposed valuation range or a vague invitation to explore strategic alignment. In our conversations with hundreds of founders and CEOs, the vast majority who attempted to run their own process ultimately experienced a retrade, a reduction in valuation, or unfavorable shift in terms during diligence.

Private Equity 52

Private Equity Equities Valuation M&A 52

iMerge Advisors

APRIL 13, 2025

For software and technology founders considering a sale, the CIM is a strategic asset that can shape buyer perception, drive valuation, and accelerate deal momentum. For software and technology founders considering a sale, the CIM is a strategic asset that can shape buyer perception, drive valuation, and accelerate deal momentum.

Valuation 40

Valuation M&A Mergers and Acquisitions Sale 40

Lake Country Advisors

MAY 9, 2025

Owners in the manufacturing, construction, and technology industries often want to secure the highest possible valuation while maintaining a smooth, confidential process. This often necessitates more comprehensive preparation and advanced business valuation services to gauge the true worth of your company.

Middle Market 52

Middle Market Business Broker Sale 52

Mergers and Inquisitions

OCTOBER 30, 2024

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. The main problem is that many people enter corporate finance jobs without truly understanding them.

Corporate Finance 106

Corporate Finance Finance Finance Corporation 106

CNBC: Investing

JUNE 18, 2025

Fundamentals AAPL trades at a considerable premium over its industry despite lagging growth rates, making its valuation hard to justify based solely on profitability. Valuation risk: The stock's forward PE of 25x suggests that there are substantial risks to its valuation. Selling the July 18 $180 put @ $1.71

Trading 66

Trading S&P Valuation Investment 66

How2Exit

DECEMBER 2, 2024

His hands-on experience in acquiring and rolling up businesses into profitable entities reflects his commitment and expertise in driving shareholder value. This episode is rich with actionable strategies and motivational insights, encapsulating the essence of smart business growth strategies in the competitive world of M&A.

Business 130

Business Acquisitions Mergers and Acquisitions Consulting 130

CNBC: Investing

JUNE 11, 2025

How to trade a downturn in the shares Published Wed, Jun 11 2025 11:01 AM EDT Tony Zhang @OptionsPlay WATCH LIVE Walmart (WMT) is facing headwinds with looming tariffs likely to erode profit margins amid an already overstretched valuation. Forward PE Ratio: 37.4x vs. Industry Average 18x Price to Sales Ratio: 1.2x

Retail 62

Retail Trading Stock Shares 62

Mergers and Inquisitions

APRIL 16, 2025

Tariffs tend to reduce companies margins and cash flows and produce higher Discount Rates , meaning that valuations fall. This is a follow-up to my 2024 Election article , where I predicted that the Trump administration would be much less business friendly than hyperventilating influencers had forecast.

Valuation 64

Valuation Finance Finance Trading 64

Focus Investment Banking

JANUARY 10, 2025

And in a lot of cases, these are very profitable services, but that specialization is going to lead to massive efficiencies throughout your organization. I hope 2024 treated you and yours incredibly well, and I’m looking forward to an even better year in 2025. You’re going to be able to bring more services in house.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52

CNBC: Investing

JULY 8, 2025

"However, we believe that the re-positioning of the company as a vertical data center provider changes the valuation structure. "We feel near-term shares face downside risk as CRWV bulls have the option to buy CORZ at a discount today (30% off from where proposed M & A price is)," the analyst said.

IPO 74

IPO Stock Media Investment 74

CNBC: Investing

JULY 16, 2025

Fundamentals Despite industry leading growth and profitability metrics, TSLA trades at an extreme valuation premium relative to its industry peers, significantly raising valuation risks. Analyst caution: Mixed analyst ratings, including a consensus hold rating and skepticism around valuation. Forward PE ratio: 166.4x

Trading 96

Trading S&P Stock Profitability 96

Mergers and Inquisitions

MAY 14, 2025

Like renewable energy IB , different banks classify their groups differently, so you could find yourself working on everything from a data center REIT M&A deal to an airport financing to an IPO for a solar developer. It even includes elements of healthcare , industrials , and oil & gas investment banking. and sports (???).

Investment Banking 59

Investment Banking Bank Banking Investment 59

Sun Acquisitions

JUNE 9, 2025

Yet creating a consistently profitable business is only step one. After you read it, you’ll be armed with the knowledge necessary to ensure a level playing field and a premium valuation. There are plenty of conventional methods to estimate value, including EBITDA multiples, asset-based valuation, and comparable sale benchmarks.

Manufacturing 59

Manufacturing Business Valuation Sale 59

Francine Way

JULY 18, 2017

For this valuation post, I wanted to talk about a valuation method that is making its way out of academia and into the real world, a method that is gaining popularity in the world of portfolio management. The major steps of DDM are: Deriving the proper discount rate (rate of return). Deciding on a forecast horizon (holding period).

Valuation 130

Valuation M&A DCF Shares 130

Francine Way

JUNE 22, 2020

To pick up where we last left off with valuation, I will cover the topic of a Merger Relative Valuation in this blog post and move on to other non-valuation topics from here. 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).

Valuation 130

Valuation M&A Mergers Mergers and Acquisitions 130

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. Calculate the Equity Value and the per-share Equity Value - this number would serve as the base case share price valuation.

Discounted Cash Flow 130

Discounted Cash Flow Valuation M&A DCF 130

How2Exit

MAY 20, 2024

b' E212: Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen - Watch Here rn rn About the Guest(s): rn Carl Allen is a seasoned mergers and acquisitions (M&A) professional with over 30 years of experience. He actively invests in and funds student deals through his private equity fund.

M&A 130

M&A Mergers and Acquisitions Book-building Business 130

Francine Way

JULY 7, 2017

Thus far in the last 10 blog posts, we have discussed what M&A is, its success metrics, types of acquirers and value creations, capital structure, debt, and equity. In Blog #02 of the M&A series, we discussed SWOT analysis. Despite this strategic rationale, many acquirers approach M&A from a purely opportunistic stance.

M&A 130

M&A Acquisitions Consulting Capital 130

Midaxo

APRIL 25, 2023

Introduction This article showcases how ChatGPT can serve as an effective M&A consultant by demonstrating how it can be used to help develop a best practices-based M&A playbook. An M&A playbook is a comprehensive framework that guides an organization’s M&A activities from start to finish.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

How2Exit

FEBRUARY 12, 2024

b' E185: Mid-market M&A Advisory Services in a Changing Economic Landscape with Steve Conwell - Watch Here rn rn About the Guest(s): rn Steve Conwell is a co-founder of Final Ascent, a mid-market M&A advisory firm specializing in exit planning and succession strategies.

M&A 130

M&A Advisory Economics Mergers and Acquisitions 130

How2Exit

SEPTEMBER 9, 2024

E242: The Art of the Deal: Steve Rooms' Masterful M&A Strategies, Unraveling the Secrets to Success - Watch Here About the Guest(s): Steve Rooms is a seasoned financial expert and serial entrepreneur with extensive experience as a Chief Financial Officer (CFO). Episode Summary: Welcome to the latest episode of the How2Exit podcast!

M&A 130

M&A Mergers and Acquisitions Financial Analysis Financial Statement 130

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 130

Profitability Mergers and Acquisitions M&A Negotiation 130

Growth Business

JANUARY 29, 2024

By Jeannette Linfoot on Growth Business - Your gateway to entrepreneurial success Mergers and acquisitions (M&As) are essential in the corporate world, as companies buy and sell each other to expand their businesses and increase profitability. Once this offer has been presented, the two companies can negotiate terms in more detail.

M&A 105

M&A Business Mergers and Acquisitions Negotiation 105

How2Exit

NOVEMBER 12, 2023

b' E159: Building an Empire - Businesses, Private Equity, And M&A - With Adam Coffey - Watch Here rn rn _ rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. rn Visit [link] rn _ rn About The Guest(s): Adam Coffey is a veteran U.S.

Private Equity 130

Private Equity M&A Equities Book-building 130

How2Exit

MARCH 18, 2023

She was able to make two successful acquisitions, adding 25% of revenue to her business and increasing her profits. Ron Concept 1: Start Small, Dream Big When it comes to starting a business, it is easy to be overwhelmed by the thought of the potential risks and obstacles. She then decided to take a different approach and started small.

M&A 130

M&A Profitability Business Book-building 130

How2Exit

MARCH 16, 2023

11 Things We Learned about M&A by Interviewing Christian Haack E105: Watch Here 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.

M&A 130

M&A Private Equity Business Profitability 130

Sun Acquisitions

MARCH 8, 2022

Sun Acquisitions is pleased to announce the successful acquisition of a profitable residential landscaping business, American Lawn & Landscape Co. We were able to find a buyer with previous business ownership and M&A deal experience and obtained a full asking price offer.”. The business is based in the Greater Chicago area.

Profitability 98

Profitability Sale Acquisitions Business 98

Software Equity Group

DECEMBER 18, 2023

Given geopolitical instability, high interest rates, and the perception that B2B SaaS valuation multiples are declining, it is no great surprise that many founders interested in pursuing a transaction are considering delaying a liquidity event. Continue reading to learn more about what is driving today’s B2B SaaS valuation multiples.

Valuation 52

Valuation M&A Profitability Investors 52

How2Exit

FEBRUARY 21, 2023

11 Ideas and thoughts Our Team Learned After Interviewing Larry Kaplan (Click here to watch) E88 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 crude, you're reading our notes, so.

M&A 130

M&A Stock Business Equities 130

How2Exit

APRIL 16, 2022

People are realizing the profit potential and attractive lifestyle that comes with buying, growing and selling businesses. Wouldn’t it be nice if you could get the top strategies of seasoned M&A pros? There are so many steps in acquiring or selling a business that it’s no wonder acquisition entrepreneurs have questions.

M&A 100

M&A Mergers and Acquisitions Acquisitions Business 100

Software Equity Group

MAY 7, 2024

2023 saw a myriad of factors impact SaaS M&A multiples, including economic developments, technological advancements, and a public market rebound. But what are the key influences shaping valuation multiples in today’s M&A deals? Do you know how potential buyers value your SaaS business?

M&A 52

M&A Valuation Economics Business 52

Software Equity Group

MAY 8, 2024

2023 saw a myriad of factors impact SaaS M&A multiples, including economic developments, technological advancements, and a public market rebound. But what are the key influences shaping valuation multiples in today’s M&A deals? Do you know how potential buyers value your SaaS business?

M&A 52

M&A Valuation Economics Business 52

Devensoft

AUGUST 22, 2023

Navigating M&A valuations with precision is paramount for informed decision-making. Our guide equips you with step-by-step instructions on employing the Enterprise Value Calculator effectively, complete with insights into optimal practices for precision valuations.

Valuation 52

Valuation M&A Utilities Mergers and Acquisitions 52

How2Exit

APRIL 8, 2024

b' E202: M&A for Entrepreneurs: Leverage Acquisitions to Scale Your Business Faster with Dominic Wells - Watch Here rn rn About the Guest(s): rn Dominic Wells is an accomplished entrepreneur and the CEO of Onfolio, a publicly traded company specializing in the acquisition of online businesses.

M&A 130

M&A Acquisitions Business Public Trading 130

Software Equity Group

DECEMBER 21, 2023

While the software M&A market feels the impact of some of the same macroeconomic forces affecting public companies, it’s important to consider the two markets experience separate trajectories. As such, the software M&A market outlook is still strong overall. The following content has been updated as of December 2023.

M&A 52

M&A Valuation Private Equity Investors 52