Appraisers Blog

MARCH 28, 2024

In the ones that have been supplied, there seems to be little effort in completing due diligence and explanation of what was done and why. The appraisal reports included are not from this Connelly/Motts v Lanham case. Is there any means that we can get those to review? I’m glad I’m not having to defend such work.

Appraisal 53

Appraisal Comps 53

Sun Acquisitions

MARCH 8, 2022

One of the first questions a seller often asks is, “What documents are needed to sell a business?”. A follow-up question to “What documents are needed to sell a business?” It’s due diligence time. What Does the Due Diligence Stage Involve? Seller’s Promissory Note for Financing. Escrow Agreements.

Finance 98

Finance Marketability 98

Sun Acquisitions

FEBRUARY 7, 2022

Buyers are waking up to the reality and importance of M&A HR due diligence. To shed light on this pressing issue we reached out to seasoned HR due diligence and integrations guru Mark Walztoni. Here’s what Mark had to say including his high-level integration due diligence best practices.

Start-ups 80

Start-ups 80

Sun Acquisitions

MARCH 6, 2024

In this blog post, we will explore the strategies for mastering this art and achieving your goals in business acquisition. Knowing the market norms will help you gauge what’s reasonable. Acquiring a business is a significant milestone for entrepreneurs and investors alike. Negotiation Skills: Develop your negotiation skills.

Equity 59

Equity Finance Banking Marketability 59

Sun Acquisitions

APRIL 3, 2024

In this blog post, we’ll explore the critical elements of successful negotiation in M&A. This includes knowing your company’s value, understanding the potential synergies, and conducting comprehensive due diligence on the target company. What are the real needs and concerns of each party?

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Appraisers Blog

JUNE 28, 2023

What’s perfect? Due diligence is a personal requirement. In reply to Chuck Minzenberger on Facebook. I trust; therefore, I am trustworthy. Don’t you trust your priest, you realtor, your retirement agent, your son your daughter, your father, and MOM. Maby’s aunt Bee and the lawnmower are a little shaky.

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Appraisers Blog

FEBRUARY 15, 2024

Shame on you for only thinking of your self and what is good enough for you and your situation. We have been operating in an industry were we can charge what we fell we are worth based on our quality. We have been operating in an industry were we can charge what we fell we are worth based on our quality.

Marketability 47

Marketability 47

Sun Acquisitions

FEBRUARY 28, 2024

Ask yourself questions like: What are your goals? Valuation and Due Diligence Accurate valuation is essential to avoid overpaying for the target company. Conduct rigorous due diligence to assess the target’s financials, legal obligations, and potential risks.

Finance 59

Finance Debt Financing Equity Financing Equity 59

Sun Acquisitions

MARCH 8, 2024

Their insights can be invaluable when evaluating potential targets, conducting due diligence, and navigating the complexities of the acquisition process. What is their history of successful acquisitions? Expertise and Experience: Equity partners often have a wealth of industry knowledge and experience.

Equity 59

Equity 59

Sun Acquisitions

AUGUST 12, 2022

Issue #4 Where does buyer due diligence fit in? Every buyer should conduct due diligence on the business they’re interested in. In fact, due diligence is part of a buyer’s responsibilities, and failure to fulfill this mandate can be disastrous for the buyer. What Documents are Needed to Sell a Business?

Business Valuation 98

Business Valuation 98

Sun Acquisitions

DECEMBER 29, 2021

What are some of the best practices to adopt when conducting due diligence during a business acquisition? In order to be successful with your due diligence efforts, there is a need for a strategic plan of action and a team of experienced professionals. Due Diligence Best Practice #1 Begin with a clear LOI.

Start-ups 52

Start-ups Marketability Technology Banking 52

Appraisers Blog

MARCH 1, 2024

Why would I go with a trainee on every inspection after a few inspections to make sure they knew what to do? I did it by myself and my supervisory appraiser signed off on the appraisal because they knew I did my due diligence to understand and know what I was doing.

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Appraisal Banking 53

Appraisers Blog

MARCH 12, 2024

Dave, I have spoken with a representative that worked very close to Ms Fudge and asked a direct question about what is being done to stop the political attacks on appraisers. Before asking this, there was short period of very quick back and forth regarding MS Fudge and her time in office. Once I asked that, all communication stopped.

Appraisal 42

Appraisal 42

Sun Acquisitions

AUGUST 21, 2023

This blog post will explore the art of successful mergers and acquisitions for privately held businesses, from vision to reality. Defining the Vision: Before embarking on an M&A journey, privately held businesses must have a clear vision of what they aim to achieve through the merger or acquisition.

Marketability 52

Marketability Technology 52

Sun Acquisitions

FEBRUARY 14, 2024

What works for one purchase may be different from another. Due Diligence and Risk Mitigation Regardless of your acquisition goals and chosen financial strategy, diligent research and risk mitigation are paramount. Before finalizing any acquisition, conduct thorough due diligence on the target company.

Debt Financing 59

Debt Financing Equity Financing Finance Equity 59

Appraisers Blog

MAY 9, 2023

An entire amc corporation, a sweetheart of gse program managers special insider privileges gifting, bested in due diligence by a common individual sales agent. Sorry, our AI program will now answer all your questions and financial inquiries. Hello, I’m your real estate appraiser.

Appraisal 75

Appraisal Banking Marketability 75

Equilest

JULY 9, 2022

Quality of earnings Report - What is it, and why is it important? . QoE reports are one of the two most essential components of due diligence when buying a company. It provides a more affordable and value-added way to estimate the future performance of a business to support the due diligence phase of an acquisition. .

Business Valuation 40

Business Valuation Start-ups Marketability 40

Equilest

JULY 9, 2022

Quality of earnings Report - What is it, and why is it important? . QoE reports are one of the two most essential components of due diligence when buying a company. It provides a more affordable and value-added way to estimate the future performance of a business to support the due diligence phase of an acquisition. .

Business Valuation 40

Business Valuation Start-ups Marketability 40

ThomsonReuters

JULY 6, 2023

With their expertise in financial due diligence and valuations, accountants can effectively complete deals while delivering high-quality results for their clients. By getting involved in M&A advisory, accountants gain immense personal growth opportunities through diverse skillsets and experiences.

Discounted Cash Flow 52

Discounted Cash Flow Start-ups Private Equity Firm Accounting Firms 52

Appraisers Blog

FEBRUARY 7, 2024

This is but a pin prick top of what the whole we are dealing with. You’re on the a very high soap box with no answers and no means to pull off what you’re saying. Until then, I will grind one assignment at a time and do my professional due diligence on such creating an unbiased appraisal report at my damn fee.

Appraisal 41

Appraisal 41

Appraisers Blog

MAY 8, 2023

If that’s you’re idea of adequate security and due diligence is, the only question left to be asked is; What’s your fee and turn time?

Banking 75

Banking Appraisal 75

Sun Acquisitions

FEBRUARY 25, 2022

They plan for mergers and acquisitions with great diligence. Productivity: What is the existing culture like? What seems to bring out the best efforts in people? Growth: What areas are ripe for expansion, what does growth look like in this industry, are there any patterns worth noting? Don’t act right away.”.

Start-ups 93

Start-ups Technology 93

Sun Acquisitions

JANUARY 24, 2022

Knowing what to look out for during due diligence and surrounding yourself with a team of trusted M&A advisors can help offset the inherent dangers with mergers and acquisitions. Without further ado, let’s go into the first due diligence pitfall. Background photo created by creativeart – www.freepik.com.

Enterprise Value 98

Enterprise Value Finance Compliance 98

Audit Board

SEPTEMBER 14, 2023

Vendor risk management encompasses all the processes and systems involved with managing vendor risk , from vendor selection and due diligence, through procurement and onboarding, to ongoing monitoring and ultimately offboarding, should that be necessary. What is Vendor Risk? What Types of Vendor Risk are There?

Compliance 52

Compliance Start-ups Accounting Firms Technology 52

Sun Acquisitions

JULY 6, 2022

What are the broker’s credentials? What people think of the broker will be reflected in the references the broker provides you. What people think of the broker will be reflected in the references the broker provides you. What services will the broker provide? Due diligence. Selling a business is tough.

Start-ups 98

Start-ups Marketability Business Valuation Technology 98

M&A Leadership Council

OCTOBER 16, 2023

Address the Leadership Issues While this article focuses on what I believe are the seven critical success factors for effective M&As, leadership is the most important. Address the Leadership Issues While this article focuses on what I believe are the seven critical success factors for effective M&As, leadership is the most important.

Start-ups 59

Start-ups Technology Marketability 59

Audit Board

JANUARY 11, 2023

Vendor screening/due diligence: TPRM solutions automate initial vendor assessments, questionnaires/surveys, and risk rating. Vendor screening/due diligence: TPRM solutions automate initial vendor assessments, questionnaires/surveys, and risk rating. Benefits of Automating Third-Party Risk Management.

Compliance 52

Compliance 52

Viking Mergers

MARCH 1, 2023

With the challenges of confidentially marketing the business, finding the right buyer, financing, and due diligence, the best way to avoid an unexpected bump in the road is to be aware of potential deal killers and work to rectify them prior to the day your business is supposed to close.

Banking 130

Banking Finance Marketability 130

Appraisers Blog

JUNE 16, 2023

Just because most appraisers don’t do their full due diligence does not mean that we are all guilty. As general practice, I speak at agent sales meetings a few times a year where I have discussions with agents regarding real life scenarios as to what they know and what they experience. In reply to David.

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Appraisal 45

RNC

MARCH 20, 2024

What are these mistakes in real estate property valuation ? Let’s find out in this blog. While useful, they should complement, not replace, thorough due diligence and expert insight. Whether you’re buying, selling, or investing, accurately assessing the value of a property is paramount.

Data Analysis 52

Data Analysis Marketability Compliance Technology 52

Audit Board

OCTOBER 12, 2022

What kind of feedback have you gotten from your stakeholders about AuditBoard? . My team did a lot of research and due diligence and ultimately we determined that we wanted to use AuditBoard. We spent about six months on the due diligence process, and it paid off in spades because our adoption has been fantastic.”.

Technology 52

Technology Marketability 52

RNC

FEBRUARY 13, 2023

Let us take a look at why ESOP valuation is important and what are the key factors to consider when choosing an ESOP valuation consultant. What to look for in an ESOP Valuation Consultant? The consultant should be able to provide advice on ESOP-related financial projections and financial models and support in the due diligence process.

Compliance 52

Compliance Equity Marketability Finance 52

Sun Acquisitions

APRIL 26, 2022

So what happens when you want to sell your business ? What Are The Restrictions? Top 5 Things Seller Should Know About Due Diligence. Podcasts: What You Need To Know About SBA Loans with Doug Adams. This type of loan can be used to cover payroll costs, rent, and other expenses during difficult times.

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Audit Board

MAY 30, 2023

What is procured from each third party, and how do the goods or services impact critical business processes? However, in decentralized models, the left hand doesn’t always know what the right hand is doing, leading to inefficient, inconsistent practices for identifying and assessing risk.

Compliance 52

Compliance 52

M&A Leadership Council

FEBRUARY 13, 2024

Noted in a recent blog article and based on extensive M&A Leadership Council research with approximately 150 skilled acquirers, this one integration best practice is proven to be the #1 correlated best practice with MANY essential business result outcomes. What is an Integration Strategy Framework?

Mergers & Acquisitions 59

Mergers & Acquisitions Technology Marketability 59

Sun Acquisitions

OCTOBER 6, 2023

In this blog post, we will explore common fears entrepreneurs face when selling their businesses and discuss strategies to overcome them, ensuring a successful transition into the next phase of your life. Fear of what lies beyond the familiar can hold you back from deciding to sell.

Start-ups 59

Start-ups 59

ThomsonReuters

MAY 27, 2022

Supply chain compliance software automates the burden of supplier due diligence with improved visibility, ensuring corporate responsibility for human rights and reducing the costs associated with compliance. This will be enforced starting on June 21 2022, by US Customs and Border Protection. Import Entry Changes.

Compliance 93

Compliance eCommerce Start-ups Technology 93