Peak Business Valuation

OCTOBER 2, 2023

Bookkeeping businesses provide essential financial services to various entities such as businesses, governments, healthcare providers, and individuals. In recent years, the industry generated over $66 billion dollars in revenue. In addition, the industry has steady profit margins. Schedule a Free Consultation!

Discounted Cash Flow 52

Discounted Cash Flow Business Valuation Appraisal EBITDA 52

Viking Mergers

FEBRUARY 27, 2023

Although we cannot advise on your taxes, Viking Mergers & Acquisitions can connect you with a qualified tax professional. In addition to business meals for clients and business connections, expenses for certain business entertainment, like employee picnics and recreational activities, may also qualify for deductions.

Start-ups 130

Start-ups Banking Marketability Technology 130

Lighter Capital

DECEMBER 28, 2021

We are proud and privileged to assist all of the companies that we provided capital and support to this year. With non-dilutive transparent financing, all of our clients can keep their equity, board seats, and vision intact and face no hidden costs or fees. We really appreciate and value our returning clients.

Technology 52

Technology Start-ups Finance Equity 52

Equilest

OCTOBER 5, 2023

Explore our comprehensive guide to gain insights into key metrics, financial analysis, client assessment, and more. If you're considering buying, selling, or investing in an IT consulting firm, understanding how to value it is crucial. Average Contract Size: Suppose the firm has 20 clients, and the average contract size is $60,000.

Asset-based Approach 40

Asset-based Approach Business Valuation Compliance Technology 40

Peak Business Valuation

FEBRUARY 20, 2023

This increase in demand is beneficial to the optometry industry. In this article, we discuss some of those key value drivers for an optometrist. Key Value Drivers for an Optometrist In the following paragraphs, we examine a few key value drivers for an optometrist. The aging population is driving the demand for eye care.

Business Valuation 52

Business Valuation Appraisal Fair Market Value Start-ups 52

Class VI Partner

AUGUST 4, 2022

Many entrepreneurs are now wondering how these economic and political challenges have or will affect valuations in the private sector. While we don’t have a crystal ball, we provide below various insights based on what we’re hearing from investors regarding their expectations for the M&A market. What About Lenders?

EBITDA 52

EBITDA Debt Financing Equity Marketability 52

Brian DeChesare

FEBRUARY 16, 2022

One of the more controversial industry groups is public finance investment banking. It is a more specialized group with certain disadvantages vs. other industry groups and product groups (e.g., For example: Goldman Sachs – Includes “Public Sector and Infrastructure” as an industry group within investment banking.

Finance 65

Finance Banking Equity Marketability 65

Brian DeChesare

SEPTEMBER 20, 2023

Which markets should we avoid? How would you analyze a potential investment and make a decision? Deal, Client, and Fundraising Experience Questions – How did you add value to the deals you’ve worked on? Deal, Client, and Fundraising Experience Questions – How did you add value to the deals you’ve worked on?

Start-ups 59

Start-ups Equity Marketability Terminal Value 59

FE International

APRIL 13, 2022

In mid-2021, we noted that the US could raise federal tax rates for wealthy investors to as much as 43.4%. While an increase is still likely to happen, offsetting measures such as an increase in the SALT cap for US taxpayers in high-income-tax states like California and New York should help ease some of the burden. Industry Overview.

Private Equity Firm 52

Private Equity Firm Equity B2C Start-ups 52

Brian DeChesare

JANUARY 19, 2022

But if you read other accounts, FSG runs models, Analysts get hands-on technical work, and the hours could be longer and more stressful because your clients are private equity firms. The #1 question here seems to be: “How much financial modeling work is there? By contrast, you’ll get a narrower, more specialized exposure in FIG.

Private Equity Firm 72

Private Equity Firm Banking Equity Finance 72

A Neumann & Associates

MAY 5, 2022

Sellers tell us how emotional the process can become. Owners we interview say they could not have run the business at full capacity without us confidentially coordinating the selling process. A good M&A Advisor knows how to preserve confidentiality. After all, business ownership has been your life’s work.

Fair Market Value 52

Fair Market Value Start-ups Business Valuation Marketability 52

Brian DeChesare

MARCH 13, 2024

Tech Industry Maturation – As the technology industry matured, companies generated more predictable cash flow, but they still needed capital to scale. Official descriptions usually cite the following points to explain how growth equity firms differ from VC and PE firms: They acquire minority stakes in companies (like VC and unlike PE).

Equity 90

Equity Start-ups Marketability Banking 90

Reynolds Holding

NOVEMBER 8, 2022

Data Privacy ( You should be protected from abusive data practices via built-in protections and you should have agency over how data about you is used ). Follow industry-standard best practices for privacy and security. Provide explanations as to how and why an automated decision was made or an action was taken.

Compliance 49

Compliance Specific Risk Equity Technology 49

Audit Board

JUNE 8, 2023

In this article, we will introduce you to the basics of compliance audits , break down various types, and give some firsthand advice on what to expect and how to successfully navigate a compliance audit. How can the business provide reasonable assurance that the final number that gets reported out to investors is complete and accurate?

Compliance 52

Compliance Start-ups Technology Accounting Firms 52

Reynolds Holding

MARCH 27, 2023

Although the number of securities lawsuits filed this year remained steady compared to 2021, we have seen many notable developments in securities law. We also provide an update on the status of mandatory federal forum provisions in the Ninth and Seventh Circuits and in the State of California.

Technology 59

Technology Start-ups Compliance Finance 59

Brian DeChesare

APRIL 19, 2023

The two industries have a lot in common, but in the current cycle, different forces are driving mining – such as the demand created by renewable energy, electric vehicles (EVs), and the promised “energy transition.” The metals & mining team’s classification varies based on the bank.

Banking 52

Banking Start-ups Private Equity Firm Equity 52