BCforward’s Post

Thoughts on the First Advantage / SterlingBackcheck acquisition deal, and what it means for Checkr, Inc., Fama Technologies Inc. and others. #backgroundscreening #backgroundchecks #chadcheese

𝗗𝘂𝗲 𝗗𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝗦𝗶𝗺𝗽𝗹𝗶𝗳𝗶𝗲𝗱 𝘄𝗶𝘁𝗵 𝗤𝗼𝗘 𝗟𝗶𝘁𝗲 🔍 Simplify your due diligence with our Quality of Earnings Lite report. Fast, detailed, and reliable, it’s your shortcut to a confident acquisition. See how at www.innovativeba.com. #BusinessValuation #BusinessIntegrity

"FP is so much more than M&A. We have comprehensive solutions to support you throughout your journey as an owner of a financial services business." 🔹 What makes a buyer stand out? 🔹 How long does an acquisition take? 🔹 Why would I sell on the FP Transitions Open Market? 🌊 MAKE WAVES: Come meet Lisa King and the rest of the FP Transitions team September 10th - 13th at Future Proof for valuable industry insights! #MnA #Growth #BusinessPlanning #FPInsights #FinServ

If you’re growing, call us. If you’re thinking about selling, call us. If you haven’t updated your continuity plan, call us. If you’re looking for a solid succession plan, call us. If you shy, just click the link.

“When it comes to M&A, and a PE firm is looking to buy an RIA and looking to establish a platform in that RIA as a first purchase into the market, what’s the defensible IP of that platform? Do you have your own custom Salesforce process? Do you have your own custom digital client experience? Is there a workflow that you’ve automated into your systems that make it really unique and great to work with you as an advisor and as a client? In that case, we usually bump up the valuation of that firm, because they’re ready to scale.” - Doug Fritz, Founder and CEO of F2 Strategy via Chris Latham at Wealth Solutions Report https://lnkd.in/gz3AtaH9

Wondering what's next regarding Cetera's recent acquisition of Avantax? Cetera Holdings CEO Mike Durbin recently shared more about how Avantax will remain a stand-alone business and retain its brand as part of a "do-no-harm" approach to assimilation. Read more in this ThinkAdvisor interview. #AvantaxIntelligent #AvantaxCommunity #WealthManagement #FinancialPlanning

Understanding Enterprise Value vs Equity Value: Key Differences Explained! 📊 When it comes to valuing companies, two terms frequently come up: Enterprise Value and Equity Value. Let's demystify these concepts and clarify their distinct meanings! 🧐 The foundation for valuing any stabilized asset or company is often expressed by the formula: 📈 Company Value = Cash Flow / (Discount Rate – Cash Flow Growth Rate) In simpler terms: Equity Value focuses on the value of the company to its shareholders. Enterprise Value provides a broader perspective, considering the interests of all investors involved in the business. Understanding these distinctions is essential for anyone involved in finance, investing, or business strategy. It's all about knowing how to evaluate a company's worth from different viewpoints! 💼📈 Stay tuned for more insights as we delve deeper into the fascinating world of corporate finance! 🌟  💼 https://www.duedilio.com/ 📧 hey@duedilio.com ☎️ 866-376-5544 #Duedilio #duediligence #legalDD #megersandacquisitions

Ever wondered about the key factors in financial due diligence? Here's a quick guide: 🎯 Purpose: Financial due diligence validates seller-provided financial info, identifies risks, and ensures accurate projections for the company's future performance. ⏰ When It’s Appropriate: Essential for every acquisition, regardless of business size or industry. Skipping this step may lead to costly oversights. 💸 Cost: Varies based on business complexity, review depth, and the professionals involved. For small businesses, it can range from $5,000 to $20,000 or higher, depending on factors. 📅 Timing: Typically conducted after signing a letter of intent (LOI) but before the final purchase agreement. The duration varies, lasting weeks to months based on company size and complexity. Curious about financial due diligence projects? Stay tuned for insights in the next few paragraphs! 💡🚀  Check our website to learn more: https://lnkd.in/eYmuPib9 💼 https://www.duedilio.com/ 📧 hey@duedilio.com ☎️ 866-376-5544 #Duedilio #duediligence #legalDD #megersandacquisitions

🔍💼 Mastering Rollover Equity Agreements: Key Considerations Navigating rollover equity agreements demands careful consideration of several critical factors: 1️⃣ Decision-Making and Voting Rights: Clearly define the seller's decision-making powers post-sale to avoid conflicts. Joseph Gerstel advises on ensuring minority investor protections. 2️⃣ Financial Contributions: Equitably share operational expenses post-transaction to maintain balanced financial responsibilities among stakeholders, as highlighted by Gerstel. 3️⃣ Seller’s Operational Role: Negotiate the seller’s post-sale involvement based on business needs. Juan Gomez emphasizes flexibility in defining roles during due diligence. 4️⃣ Compensation Terms: Specify compensation beyond equity dividends if the seller remains operationally involved. Hallam Stanton stresses separating equity-holder rights from employee/consultant roles. 5️⃣ Rights upon Future Sale: Establish clear future sale rights early to prevent complications down the line, per Stanton’s recommendation. 6️⃣ Exit Strategies: Define buyout terms upfront to manage transitions effectively, ensuring alignment between parties, as advised by Tom Korzenecki. Understanding these nuances is crucial for successful equity rollovers. Are you prepared to navigate these complexities in your next business deal? 🚀💬  💼 https://www.duedilio.com/ 📧 hey@duedilio.com ☎️ 866-376-5544 #Duedilio #duediligence #legalDD #megersandacquisitions

🚨 Case Study Alert 🚨 We just posted a new case study about our work with Burford Capital. Learn how they were able to leverage Decusoft's Compose to improve and shorten their #compensation reviews and have more confidence in their results.