Lake Country Advisors

AUGUST 8, 2024

Accurate and appropriate valuation is one of the pillars of maximizing the profits from a business sale. It’s integral to ensuring that the sale benefits all stakeholders and should be one of your priorities before advertising it to potential buyers.

Valuation 97

Valuation Discounted Cash Flow S&P DCF Analysis 97

Sun Acquisitions

OCTOBER 13, 2023

Valuation lies at the heart of every successful M&A transaction, providing a framework to determine the worth of a target company. Valuation techniques in M&A involve a comprehensive assessment of financial, operational, and market factors. Discounted Cash Flow (DCF) analysis is a commonly used income-based valuation technique.

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Mergers and Acquisitions Valuation Mergers Acquisitions 59

Lake Country Advisors

JUNE 24, 2025

In this guide, we’ll explain the key metrics buyers care about, why each matters, and how you can get your numbers in shape before a sale. Why Financial Metrics Matter in a Business Sale Most deals fall apart not because the business lacks potential, but because the numbers don’t hold up under scrutiny.

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Business Profitability Valuation Negotiation 52

Lake Country Advisors

APRIL 15, 2024

A successful business sale hinges on solid negotiation skills. Best Practices for Negotiation of the Sale of Your Business Negotiating the sale of your business will impact your financial future and your company’s legacy. Valuing your business accurately is the cornerstone of a successful sale.

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Negotiation Sale Business Broker 69

Sun Acquisitions

NOVEMBER 17, 2023

Valuation is the process of determining the worth of a business, and it plays a pivotal role in M&A transactions. Why Market Value Matters in M&A Valuation is the cornerstone of any M&A transaction. Financial Due Diligence: Valuation helps in conducting comprehensive financial due diligence.

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Mergers and Acquisitions Valuation M&A Mergers 59

Lake Country Advisors

OCTOBER 27, 2023

At the core of the debate of business appraisal vs business valuation, both approaches aim to determine a company’s worth. So, what’s the difference between a business appraisal and a business valuation? Approaches to Business Valuation To achieve a comprehensive business valuation, professionals employ a range of methods.

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Valuation Business Mergers and Acquisitions Insurance 52

Focus Investment Banking

MARCH 10, 2025

Know the timeline After a sale, buyers often expect you to stay on for one to two years as an employee or consultant. Missing this detail could complicate or kill the deal, delay your plans, or reduce the sale price. Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. This derisks the org.

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Investment Book-building Sale Business 52

Sun Acquisitions

NOVEMBER 30, 2023

Listing your business for sale is a significant milestone that requires strategic planning and execution. In this blog post, we will provide valuable insights into how to list your business for sale and attract potential buyers to maximize your chances of securing a favorable deal.

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Sale Business Broker Media 59

How2Exit

MARCH 11, 2024

The conversation highlights the significance of financial organization, customer diversification, and realistic valuation of assets. Relying heavily on one customer can be a red flag for buyers and lenders, potentially affecting the sale of the business. rn Overvalued assets can hinder the sale of a business.

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M&A Business Mergers and Acquisitions Valuation 130

Focus Investment Banking

APRIL 7, 2024

One aspect that is often talked about and significantly impacts the business landscape is the relationship between interest rates, private equity groups, and business valuations. Impact on Business Valuations: The fluctuation in interest rates not only influences PE activities but also affects how businesses are valued.

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Private Equity Valuation Equities Business 52

Chesapeake Corporate Advisors

MARCH 22, 2023

You may have heard the term “business valuation” in the context of selling a company. But a business valuation is much more than a tool to assess how much a buyer might pay for the company you have spent years building. At any stage of your business’ lifecycle, a valuation can create a competitive advantage.

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Valuation Business Advisory Sale 52

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.

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M&A Advisory Economics Mergers and Acquisitions 130

Mergers and Inquisitions

MAY 3, 2023

To be fair, in some industries – like commercial banks and insurance within FIG – the DDM is a core valuation methodology. And it values the company today based on the present value of its dividends and that potential future value (either the stock price or the Equity Value via the Terminal Value calculation).

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Valuation DCF Debt Financial Models 64

OfficeHours

JUNE 5, 2023

DO NOT let yourself fall victim to such a ploy – instead, follow the tips outlined below to stand out in the interview process: Understanding the Purpose of an LBO As you have likely heard time and time again, knowing WHY you are using a valuation method is just as important as knowing HOW to use a valuation method.

Private Equity 147

Private Equity Valuation Debt Equities 147

InvestmentBank.com

NOVEMBER 1, 2020

One of the biggest struggles with selling in the middle to lower middle market is business valuation expectations. One of the biggest problems with valuations is what I might call the Instagram , Whatsapp , OculusVR skew. Valuation multiples don’t increase if your bottom-line increases. You’re a traditional business.

Valuation 52

Valuation Business Mergers and Acquisitions Management 52

Lake Country Advisors

FEBRUARY 16, 2024

Before listing your manufacturing business for sale, conduct a thorough financial assessment. Asset Evaluation When it comes to selling a manufacturing business, one of the critical components of the valuation process is assessing the value of assets. Asset valuation is a critical factor in attracting potential buyers.

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Manufacturing Business Negotiation Sale 105

Solganick & Co.

OCTOBER 6, 2023

Completing the Sale of a Technology Business: A Step-by-Step Summary by Aaron Solganick, CEO, Solganick & Co. Whether you’re a fast growing company looking for an exit or a mature company exploring strategic and financial M&A options, the sale process requires precision, preparation, and patience.

Sale 52

Sale Business Valuation M&A 52

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 96

Business Sale Negotiation Broker 96

Sun Acquisitions

MAY 17, 2024

This blog post will delve into the intricate relationship between global economic shifts and M&A activities, examining the challenges and opportunities they present for businesses engaged in these transactions. Exchange rate changes can impact asset valuation, creating uncertainties for both buyers and sellers.

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Mergers and Acquisitions Economics Sale Business 59

How2Exit

SEPTEMBER 22, 2024

Detailed, repeatable processes and storytelling techniques enable better business valuation and smoother operations. These processes, such as consistent sales and marketing playbooks, enable a business to scale smoothly and allow for easier transition and management by new owners. Ian mentions, "Product knowledge is just the entry fee.

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Mergers and Acquisitions Business Sale M&A 130

Chesapeake Corporate Advisors

FEBRUARY 9, 2023

Key Figures That Impact Valuation A business with growing revenue will surely attract buyers at a good price, right? Various factors impact your business valuation. Simply growing your top line revenue isn’t enough to ensure a high valuation and a good offer. However, they still expect EBITDA to support the valuation.

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Valuation IT Profitability Sale 52

Mergers and Inquisitions

JUNE 11, 2025

The investor presentation for the deal. To say anything about the valuation, you’d have to use sites like FinViz or BeyondSPX to look up multiples for other companies in the sector (or hope the Capstone reports cover it). For an M&A deal, you can search for the following information: The Fairness Opinion if the seller was a U.S.

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M&A Debt Mergers and Acquisitions Bank 59

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. A CIM is a detailed, confidential document prepared by a company (or its M&A advisor) to present the business to potential acquirers or investors.

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Valuation M&A Mergers and Acquisitions Sale 40

Sun Acquisitions

JANUARY 10, 2022

This company presents major growth opportunities for the new ownership to continue to grow the business. These opportunities include: geographical expansion outside of the Chicago area, implementation of marketing strategies and a sales team, and the expansion of machining services offered to their current loyal customer base.

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Sale Acquisitions Mergers and Acquisitions Telecommunication 52

How2Exit

AUGUST 8, 2023

One specific real estate strategy that has gained popularity in recent years is the sale-leaseback arrangement. rn A sale-leaseback is a transaction where a business sells its owned real estate to a third party and then leases it back for a specified period. rn Secondly, sale-leasebacks enhance financial flexibility.

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Sale Mergers and Acquisitions Business M&A 130

Sun Acquisitions

APRIL 29, 2024

Strengthening Financial Health A solid financial performance is undoubtedly one of the most direct ways to increase a company’s sale value. These professionals offer invaluable insights into market trends, valuation strategies, and negotiation tactics. We usually recommend two years of sustained financial performance.

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Sale Business M&A Mergers and Acquisitions 52

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. vs. Industry Average 18x Price to Sales Ratio: 1.2x Forward PE Ratio: 37.4x

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Retail Trading Stock Shares 61

Software Equity Group

MAY 28, 2024

This created various challenges throughout the process and very likely reduced our exit valuation. This resource details what quantitative and qualitative aspects buyers prioritize when creating valuations. These improvements will not only help your org today, but you will also get a better exit valuation.

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Sale Private Equity Valuation M&A 52

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.

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Manufacturing Business Sale Negotiation 59

How2Exit

MAY 6, 2024

He advocates for the importance of protecting investors and leveraging multiple valuation methods to maximize returns from both businesses and their associated real estate. rn rn rn "The sensible thing there, if you're going to do a sale and leaseback. rn rn rn "The sensible thing there, if you're going to do a sale and leaseback.

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Mergers and Acquisitions Business Mergers Acquisitions 130

Focus Investment Banking

JANUARY 28, 2024

In the event of a sale, would it be you who is receiving liquidity—or are you the one providing it? The younger partners were presented with a dilemma: They could each increase their stakes in the business and collectively control it but would have to take on—and be personally liable for—the $25 million in debt. If so, congratulations.

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Professional Services Sale Private Equity Debt 52

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.

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Sale Business IT Utilities 52

Lake Country Advisors

OCTOBER 17, 2024

When considering a sale, business owners ask, “ How long will it take to sell my business?” Preparing Your Business for Sale The first and most critical step in selling your business is thorough preparation. How well you prepare can significantly influence the timeline and the sale price.

Business 52

Business IT Broker Valuation 52

The Harvard Law School Forum

MAY 3, 2023

This multidimensional and turbulent landscape not only presents threats and opportunities which companies must navigate, but also adds complexity to dealmaking itself, which often is more art than science. In recent years, there have been significant court decisions relating to fiduciary issues and takeover defenses. more…)

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Mergers and Acquisitions Government M&A Private Equity 100

How2Exit

OCTOBER 14, 2024

Role of Advisors : Engaging experienced advisors, investment bankers, and accountants can significantly smoothen the M&A process and enhance deal valuation. Building Trust : Establishing trust and good rapport with potential buyers is essential, as it facilitates smoother negotiations and strengthens post-sale relationships.

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Profitability Mergers and Acquisitions M&A Negotiation 130

Wizenius

APRIL 8, 2023

Equity Value (today) = Equity Value at end of forecast period/ (1+Target rate of Return)^n 4) Because this is the valuation of the start-up before the VC invests his/her money in the business it is known as Pre-Money Valuation of the start-up 5) VC investors receive an equity share of the business in exchange for their investments.

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DCF Valuation Equities Public Trading 52

PCO M&A Specialists

MARCH 8, 2021

First Andrew and Dan discuss the three critical financial KPIs critical to maximizing a sale and how each KPI is defined calculated and optimized: 1. He is also the Education Committee Chair for the Florida Pest Management Association and is a regular presenter at many state and national pest conferences.

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Valuation Business M&A Consulting 40