The Motley Fool

JULY 24, 2023

But you can at least look at it and say, well gosh, if I'm right, and a lot of people are bidding against it, and then there is a short-term catalyst potentially, where if the news turns out to be right and we know in the long run when a stock market it's a weighing machine. Adding a little bit of duration to the portfolio.

Banks 246

Banks Financial Institutions Portfolios Due Diligence 246

Axial

AUGUST 23, 2024

You must plan the transition, understand your business’s value, create compelling marketing materials, and identify the right buyers to advance to the due diligence stage. So before starting the selling process (detailed below), consult with your accountant, tax advisor, wealth manager, spouse, and family.

Due Diligence 52

Due Diligence Legal Mergers and Acquisitions Prospects 52

The Motley Fool

JANUARY 30, 2025

benefit from favorable discrete tax items and a $0.02 Our adjusted effective tax rate in the fourth quarter was 21.1% For the full year 2024, our adjusted effective tax rate was 24.5% Excluding discrete items, our adjusted effective tax rate in 2024 was 25.8% And so -- but bid really is the primary driver.

Companies 130

Companies Consultants Consulting Taxes 130

Axial

OCTOBER 14, 2024

This can be external factors, such as new zoning laws, permit requirements, and tax considerations, as well as internal factors like your standing contracts. When marketing your business to buyers is done correctly, it can lead to a competitive bidding environment, where your value is further increased.

Due Diligence 52

Due Diligence Valuation Analyses Bidding Leveraging 52

Mr. Money Mustache

JANUARY 29, 2021

This has left several friends who arrived more recently searching fruitlessly and losing the inevitable bidding war for each uninspiring property, over and over again. The only problem was, so was everybody else: a bidding war was already bubbling up and we only had a few days at most to lock it in. No delays, and no taxes.

Taxes 53

Taxes Collateral Stock Market Stock Market 53

The Motley Fool

NOVEMBER 8, 2024

This has resulted in increased bid rates for new business opportunities and will allow us to further capture market share. The effective tax rate for the third quarter of 2024 was 18.4%, compared to 23.1% We do certainly have a disciplined and rigorous filtering process, and we've moved a number of those through to due diligence phase.

Capital 130

Capital Due Diligence Legal Bidding 130

The Motley Fool

SEPTEMBER 17, 2023

Within about 90 days, it became apparent to me that we had not done sufficient reversed due diligence on our acquirer. This idea of reversed due diligence is like they're asking a bunch of questions trying to figure out who you are and where you fit with cultures like all those things. We managed to still sign and close.

Due Diligence 130

Due Diligence Mergers and Acquisitions Capital Public Companies 130

The Motley Fool

JULY 25, 2023

And is it going to be part of the FFO and the FFO to debt metric, we feel very good, and we've told investors for a long time that we feel very good that it's in accordance with GAAP, it flows through the tax line for tax credits that get transferred to be included. Nobody in our industry has a pipeline like that, nobody.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Leveraging Assets Capital 100

The Motley Fool

JULY 25, 2023

And is it going to be part of the FFO and the FFO to debt metric, we feel very good, and we've told investors for a long time that we feel very good that it's in accordance with GAAP, it flows through the tax line for tax credits that get transferred to be included. Nobody in our industry has a pipeline like that, nobody.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Leveraging Assets Capital 100

The Big Picture

JANUARY 9, 2024

I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. You know, it was all this like structuring and like tax and legal and accounting stuff. Matt Levine : 00:03:44 You know, I did.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Finance 52

The Big Picture

JANUARY 24, 2023

We spent weeks, night and day, studying it, decided it wasn’t a good deal, decided not to bid, which I’m fine with. And then when we decided not to bid at 90, it eventually went up to, you know, 111 or something like that. And you know, so we looked at it very hard, decided not to bid.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Axial

JANUARY 10, 2025

To complete your CCA, an advisor will need access to: Your financial statements, to calculate your EBITDA (Earnings Before Interest, Tax, Depreciation, and Amortization). This analysis relies on real, completed sales, which often include additional amounts that buyers paid during the bidding process, resulting in higher prices.

Companies 52

Companies Valuation Analyses Bidding Mergers and Acquisitions 52

Axial

NOVEMBER 18, 2024

This is because smaller deals require the same amount of work as larger ones when it comes to preparation, marketing, due diligence, negotiations, and closing the deal. Some simply connect you with prospective buyers, acting more as facilitators than managing the due diligence process. Customer contracts.

Fee Structure 52

Fee Structure Due Diligence Bidding Accounting 52

Axial

FEBRUARY 11, 2025

Buyers dont want to invest time and resources in due diligence such as reviewing financials and conducting a valuation only to have you back out of the deal. Completing these tasks will not only increase the perceived value of your business but will also make it easier to address questions during the due diligence process.

Exit Strategy 40

Exit Strategy Due Diligence Consultants Consulting 40

The Motley Fool

JANUARY 29, 2025

We expect our non-GAAP tax rate to be in the range of 15% to 18%. I think we'll tag team on this, I'll start with the bid and then Eli can chime in and then maybe even Eric a bit. And as we move forward, I think as the pipeline matures, we'll continue to show that due diligence. billion to $1.9 Thanks for the call.

Assets 130

Assets Capital Debt Portfolios 130

The Big Picture

NOVEMBER 25, 2024

Somehow no one in due diligence ever asked them about any of this. And not being able to tell them or show them makes it harder for them to do due diligence to understand how it may have behaved. Alternatives and alternative strategies tend to be less tax efficient, more opaque. I’ve never been introduced.

Returns 59

Returns Mutual Funds Hedge Funds Leveraging 59

The Motley Fool

APRIL 23, 2024

In terms of value, the inflated bids resulting from the blind auction process that included unrealistic buyers don't represent a meaningful proxy for real valuation and neither do the stand-alone price targets coming from research firms pandering to the arts. And what more do you need to complete in terms of due diligence or design.

Due Diligence 130

Due Diligence Leveraging Capital Debt 130