Financial Metrics


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There are a multitude of ways buyers can reduce the purchase price of a business. One of the cleverest is by using the due diligence grind...

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Deal structures are complicated, wonderful things. You really can negotiate for the terms you need to make a successful business transition...

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Buying and selling a business is about more than just valuation. Here are other considerations that sellers weight when doing a M&A deal.

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All the data you wish you knew about the middle market, at your fingertips. The National Center for the Middle Market provides context and...

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Due diligence can help you identify areas to improve your business. John Warrillow runs us through the eight key areas you should look at...

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Software companies have a little more leeway in pricing if you can look at buyers strategically. The right buyer will pay more for your...

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The lack of financial integrity is one of the most common hurdles encountered during the sales process. Maintaining meticulous financial...

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Ryan Turbes, CPA, goes over the best tax strategies for business owners and what impact they have on net proceeds at time of sale. He also...

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The more knowledgeable you are about investors and their mindsets, the more successful you will be during an M&A event. Being able to...

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Finding a way to get the maximum valuation possible for your business when you're ready to sell is a challenge faced by every business...

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Private companies are valued based on a multiple of EBITDA, with the multiple typically being lower because they are considered riskier...

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CSSI's Jodi Nielsen and David Deshotels explain how to make use of cost segregation as a way to improve your cash flow. Listen to this...

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There are lots of valuation methods out there, but is any one of them the right fit for you? Here are some options you may not know about...

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Recasting EBITDA removes expenses that would not be incurred by a new owner. However, business sellers get carried away with the process...

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You can triple the value of your business simply by finding a source of recurring revenue. Loren Horsager gives examples of the various...

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Do you have a few large clients who drive all your sales revenue? What happens if one goes under? Having a larger portfolio of clients...

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The new tax laws can be quite confusing to navigate. Here are some key pieces you should know about before you start making major decisions.

Podcast: Achieving Financial Freedom, from Start to Finish. An Interview with Marcelo De Fuentes Podcast: Achieving Financial Freedom, from Start to Finish. An Interview with Marcelo De Fuentes Podcast: Achieving Financial Freedom, from Start to Finish. An Interview with Marcelo De Fuentes Podcast: Achieving Financial Freedom, from Start to Finish. An Interview with Marcelo De Fuentes


Marcelo De Fuentes takes us through his various enterprises and shows how through caring for his front line and the community around him,...

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Our value driver series takes a deeper look at recurring revenue, the holy grail for business owners looking to have a valuable and...