Software Equity Group’s Post

As potential changes in Capital Gains Tax (CGT) loom, now is the time for CEOs to rethink their exit strategies. Whether you're looking to retire or capitalize on your hard work, consider these options: 1. Liquidation: Build reserves before selling; it can be tax-efficient. 2. Family Succession: Transfer ownership to the next generation for continuity and tax benefits. 3. Managed Business Model: Transition to a team-driven approach to enhance value. 4. IPO: A path to liquidity, albeit with increased scrutiny. 5. Management Buyouts (MBO): Allow existing leaders to take control. 6. Employee Ownership: Foster loyalty through an Employee Ownership Trust. 7. Mergers & Acquisitions (M&A): Collaborate with larger entities for growth. 8. Private Equity: Gain capital while retaining influence. 9. Planned Partial Exit: Keep a stake while handing over operations. Read the full article int he first comment to choose the right strategy that is crucial for aligning your goals with market conditions. The right exit can transform your financial future! #ExitStrategy #CEOInsights #BusinessSuccession #MergersAndAcquisitions #BusinessValue

What do North American dealmakers report about their business this year? ◼️ Increased revenue: Three-quarters say their revenue increased in 2023. ◼️ Prompted to raise fees: 38% of North American middle-market merger advisors increased fee levels. ◼️ Profitability largely held up despite rising costs: Those that increased fee levels were twice as likely to grow profits than those that didn’t. For more on the current state of North American M&A advisory fees, take a look at our 2023-2024 Fee Guide — North American Edition: https://fir.mx/NAFEES24 #MergersAndAcquisitions #AdvisoryFees #FirmexInsights

I’ve noticed in recent years that LLCs have surged in popularity compared to S-Corps, and it's easy to see why. LLCs offer more flexibility in management and ownership, along with fewer restrictions. They're especially favored by those looking to achieve strategic growth through mergers with industry peers. Even for smaller practices, business owners are increasingly attracted to the ability to customize an LLC to suit their specific needs—whether it's for scaling up operations or safeguarding personal assets. With fewer compliance requirements and the option to choose their tax structure, LLCs provide a versatile framework that aligns with the dynamic nature of today's business landscape. Ready to explore which business entity is the perfect fit for your business? Call us today at (503) 427-9910. Let's take your business to the next level! #BusinessFormation #LLC #SCorp

Reflecting on the year 2023, our Deals team has curated a summary of their key projects over the past year. Throughout this period, we assisted many businesses in analyzing and evaluating various transactions and investment opportunities. Our support extended to overseeing the acquisitions and sales of different businesses. We are excited about the upcoming completion of ongoing projects this year and the start of new initiatives. We eagerly look forward to another year of productivity. ✅ Take a look at the highlights of our Deals team’s projects in 2023: https://pwc.to/3O7bcK2 #PwC #Deals #PwCDeals #CorporateFinance #mergersandacquisitions

The 50+50 Rankings, in partnership with Source Advisors UK, show a surge in M&A activity within the UK accounting sector. Nearly 40% of the top 100 firms participated in mergers or acquisitions in the past year. While this trend presents exciting opportunities for growth and efficiency, it also raises concerns about potential challenges. Explore the factors driving the M&A boom, including the need for mid-tier firms to consolidate for broader expertise and the pressure to modernize quickly. Read more: https://lnkd.in/dxWmk28r #Accounting #AccountancyAge #AccountingSector #SourceAdvisors

📊 Elevate Your Financial Analysis with EBITDA Insights! 📊 Our latest blog post explores advanced applications of EBITDA. With practical examples and insights, this is a must-read for CPAs and financial professionals. 🔍 Enhancing company performance comparisons 📈 Driving strategic investment decisions 🤝 Assessing mergers and acquisitions with precision 💰 Strengthening loan agreements We provide detailed examples and actionable insights to help you leverage EBITDA for optimal financial management. Plus, discover how Peerview Data can benchmark your client's EBITDA, providing you with data-driven recommendations. 👉 Read more: https://hubs.ly/Q02KcCxj0 #CPA #Finance #EBITDA #FinancialAnalysis #PeerviewData

Most business valuation reports will give you a "number". But that can quickly lose all meaning. Our team has the perfect tool for you to understand your valuation, exit options, strategies to maximize your sale price and cash at close. An all in one Market Value Assessment (MVA). Considering 70-80% of your wealth is locked inside your business its important you know what its really worth. Click here to Start a Valuation. https://lnkd.in/dCekZZRP #AcquisitionHub #BusinessValuation #BusinessSales #MergerAcquisitions

The professional services industry has witnessed an increase in both M&A activity and transaction values as compared to Q1’24, indicating robust interest in strategic expansions and acquisitions. The Professional Services Industry Update, Summer 2024 by KPMG in the US provides industry overview and outlines the types of services offered, key industry players, and their average trading multiples, reflecting the sector's financial landscape in the US. Download the full report here. https://lnkd.in/gmerq_Y2 #kpmgcorporatefinance #kpmginsights #mergersandacquisitions #professionalservices #BPO #staffing

For business owners eyeing the sale or merger of their business 👀, having a foundational understanding of the business valuation process🔎 is not just beneficial—it's lucrative. Knowing how a valuer will assess your business will empower you to make strategic decisions that may increase your market value.📈 Elements Advisory Group partner Darren Van Zyl delves into this critical topic, aiming to equip you with the knowledge to successfully navigate the valuation processes. Watch the video linked to understand the fundamental components a valuer will likely consider when completing a valuation on your business. https://lnkd.in/gyimFG7F #valuation #MarketValue #MergersAndAcquisitions

🌐 Discover the importance of Adjusted Working Capital (AWC) with our latest cheat sheet! AWC plays a critical role during the M&A process, providing a realistic overview of a company's working capital and a more accurate picture of its operational liquidity. This is especially vital as external factors can significantly influence the intrinsic value of a firm's current assets and liabilities. By excluding items not reflective of day-to-day business operations, AWC offers a clearer lens for evaluating firms during mergers and acquisitions. Explore this essential cheat sheet for a deeper understanding of the financial nuances in M&A. Let's engage in a dialogue and share experiences about navigating these complexities. #MergersAndAcquisitions #FinancialAnalysis #BusinessValuation #cheatsheet #corporatefinance 📈💡🔍