Hedgestone

JULY 10, 2023

Aspiring entrepreneurs often consider buying a limited liability company (LLC) business as an alternative to starting one from scratch. It allows business owners to have limited liability for the company’s debts and legal obligations while also enjoying the flexibility of a partnership.

Due Diligence 40

Due Diligence Mergers and Acquisitions Legal Liabilities 40

Hedgestone

JULY 10, 2023

It’s a crucial step in the buying and selling of businesses, and it’s also necessary for tax purposes, financial reporting, and legal matters. The Asset Approach: This approach looks at the company’s assets and liabilities to determine its value. Each of these approaches has its strengths and weaknesses.

Liabilities 52

Liabilities Due Diligence Assets Amortization 52

Hedgestone

JULY 10, 2023

Conducting Due Diligence Due diligence is the process of investigating a business before making a purchase. It’s important to conduct thorough due diligence to ensure that the business you’re interested in is a good investment.

Due Diligence 40

Due Diligence Finance Financing Consultants 40

The Motley Fool

MARCH 5, 2025

Please note that some of the information you will hear during our discussion today will consist of forward-looking statements, including without limitation, those regarding our expectations as to our future revenue, gross margin, operating expenses, taxes and other future financial performance and our expectations for our business outlook.

Capital 130

Capital Due Diligence Prospects Shareholders 130

Hedgestone

JULY 10, 2023

There are several methods for valuing a business, including: Asset-Based Valuation An asset-based valuation looks at the value of the assets of the business, minus any liabilities. To determine the value of your cleaning business using this method, you would need to add up the value of your assets and subtract any liabilities.

Due Diligence 40

Due Diligence Liabilities Assets Taxes 40

Hedgestone

JULY 10, 2023

This involves taking into account various factors such as assets, liabilities, revenue, expenses, and market conditions. This approach assumes that the value of the business is equal to the value of its assets, minus liabilities. It also involves identifying all the liabilities, such as loans, mortgages, and other debts.

Liabilities 52

Liabilities Due Diligence Mergers and Acquisitions Assets 52

Hedgestone

JUNE 17, 2024

The risks range from unexpected financial liabilities to legal challenges that could jeopardize the stability of your business. Assessing Lease Agreements and Property Documents When stepping into the realm of acquiring a new business, assessing lease agreements and property documents becomes a critical part of your due diligence.

Legal 52

Legal Due Diligence Liabilities Assets 52

The Motley Fool

JANUARY 30, 2025

Global Financial and Professional liability rates were down 6%, while cyber decreased 7%. 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% Global Casualty rates increased 4% with U.S.

Companies 130

Companies Consultants Consulting Taxes 130

The Motley Fool

NOVEMBER 8, 2024

While the Poland R&D incentive is reflected as a benefit to operating expense for GAAP reporting purposes, the effective tax rate during the three and nine months ended September 30, 2024, was negatively impacted by the accounting with respect to the receipt of the incentive. We expect our GAAP effective tax rate to now be 23%.

Taxes 130

Taxes Financial Services Consultants Consulting 130

Hedgestone

JULY 10, 2023

Tax Implications Selling a business can have significant tax implications. Depending on the structure of the sale, you may be subject to capital gains taxes, which can be substantial. It’s essential to consult with a tax professional before selling your business to understand the tax implications fully.

Due Diligence 40

Due Diligence Mergers and Acquisitions Consultants Consulting 40

The Motley Fool

JANUARY 25, 2024

Lastly, in terms of tax rates, we are assuming a non-GAAP effective tax rate of between 15% and 17% for 2024 in comparison to 11% in 2023. So early adopters, they need a lengthy due diligence process. So after winning the big western OEM, I believe that due diligence phase is getting much shorter.

Due Diligence 130

Due Diligence Banks Amortization Leveraging 130

Hedgestone

JULY 3, 2023

The Asset-Based Approach The asset-based approach is based on the premise that the value of a restaurant business is equal to the value of its assets minus its liabilities. To use the asset-based approach, you will need to obtain an accurate valuation of the restaurant’s assets and liabilities.

Liabilities 52

Liabilities Due Diligence Assets Legal 52

The Private Equiteer

SEPTEMBER 17, 2020

For example, Net Profit after Tax (NPAT) is an accounting construct; it is based on a range of policy decision that don’t reflect reality. With accounting profits, all a business can do is calculate its tax liability (which is important in other ways, but more on that in another post). So, what’s the purpose of explaining this?

Depreciation 52

Depreciation Amortization Liabilities Taxes 52

Hedgestone

JUNE 4, 2023

When selling a business without a broker, you’ll need to take on many of the responsibilities that a broker would typically handle, such as marketing your business, conducting due diligence, and negotiating with potential buyers. You’ll also need to have a solid understanding of the legal and financial aspects of the sale.

Due Diligence 52

Due Diligence Mergers and Acquisitions Legal Consultants 52

Hedgestone

JULY 10, 2023

It involves taking a close look at a company’s assets, liabilities, cash flow, and other financial indicators to determine its overall value. To value a business based on profit, you’ll need to start by calculating the company’s earnings before interest, taxes, depreciation, and amortization (EBITDA).

Due Diligence 40

Due Diligence Amortization Depreciation Earnings Before Interest 40

The Motley Fool

APRIL 26, 2024

The overall effective tax rate for the quarter was 21%. We expect the tax rate to be 22% on an operating basis. And as I said, we spent a lot of time in due diligence analyzing those costs, and we're comfortable then and continue to be. As I mentioned, nonperforming loans were $57.2 So we're very much excited about that.

Mergers and Acquisitions 130

Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks Assets 130

The Motley Fool

JULY 25, 2024

For the second quarter, pre-tax operating income came in at $219 million, which is up 46% year over year. The servicing team produced fantastic results, with $288 million in pre-tax income, up a massive 58% from a year ago. Our team generated a pre-tax income of $38 million, coming in at the high end of our guidance.

Leveraging 130

Leveraging Capital Assets Amortization 130

The Motley Fool

APRIL 26, 2024

The first quarter's effective income tax rate was 20.5% this year, essentially flat to prior year, with both periods benefiting from energy tax credits on qualifying homes under the Inflation Reduction Act. to 25%, an effective tax rate of about 22.5%, and diluted EPS in the range of $19.20 from $3.54 billion to $1.6

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Finance Financing 130

The Motley Fool

AUGUST 3, 2023

associated with scheduled repairs and maintenance occurring midyear, coupled with the impact of real estate tax assessments that will be substantially recovered by year-end. It is the contract, still subject to some final due diligence. This was only a timing of expected spend. through the first half of the year.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Debt Asset Management Capital 130

The Motley Fool

NOVEMBER 8, 2024

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. In the third quarter, the adjustment was 5 million. The Motley Fool has no position in any of the stocks mentioned.

Capital 130

Capital Due Diligence Legal Bidding 130

The Motley Fool

AUGUST 9, 2023

We anticipate further advantages as we tack into manufacturing incentives within the IRA along with the production tax credit for hydrogen. Furthermore, we have actively secured multiple sources of non-dilutive capital as we diligently expand our global green hydrogen generation network. The IRA is starting to pay dividends to Plug.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Due Diligence Leveraging Capital 100

The Motley Fool

AUGUST 21, 2023

We're deeply committed to regulatory due diligence and compliance. Our dedication to pay an excise tax on time reflects our strong focus on responsible business practices. million in excise taxes and since the company's inception, we have paid a total of $67.8 As of 2023, we have already paid $23.4

Mergers and Acquisitions 130

Mergers and Acquisitions Shareholders Capital Leveraging 130

The Motley Fool

MAY 3, 2024

As has been the case for several quarters, increases in fixed costs, including labor, insurance, and taxes, continue to pressure EBITDARM for many of our operators. Upon finalization of a construction contract and completion of due diligence items, the mortgage will be converted to a triple net lease with funding capped at $38 billion.

Capital 130

Capital Banks Education Debt 130

The Motley Fool

AUGUST 9, 2023

Please note that some of the information you will hear during our discussion today will consist of forward-looking statements, including, without limitation, those regarding our expectations as to our future revenue, gross margin, operating expenses, taxes, and other future financial performance and our expectations for our business outlook.

Mergers and Acquisitions 130

Mergers and Acquisitions Shareholders Capital Due Diligence 130

The Motley Fool

FEBRUARY 1, 2024

The fourth quarter's effective income tax rate was 23.2% The rate in both periods includes energy tax credits on qualifying homes under the internal revenues inflation reduction act. In our pipeline, we also have another approximately 28,000 lots where due diligence is still ongoing. this year, compared to 23.3%

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Finance Financing 130

The Motley Fool

AUGUST 21, 2023

Moving to our non-GAAP results, which exclude stock-based compensation expense and associated payroll taxes, acquisition-related expenses, net gains or losses on strategic investments, restructuring expenses, and all associated tax effects. Our effective tax rate in Q2 was 18.5%. in Q2 of last year. This translates to a 40.5%

Leveraging 130

Leveraging Banks Taxes Due Diligence 130

The Motley Fool

FEBRUARY 15, 2024

And that further clarity on solar tax credits for domestic content will also come to light over time. As noted previously, further growth for leasing is expected in 2024 and beyond due to a combination of lease payment competitiveness versus higher utility bills and bonus tax incentives under the Inflation Reduction Act.

Finance 100

Finance Financing Capital Debt 100

The Motley Fool

FEBRUARY 7, 2024

These trends are consistent with what's been reported over prior quarters, they're driven by improved occupancy growth and rental rate as well as a continued conversion from variable to fixed rent structures with CAM and tax recovery charges. Secondly, we had a $9 million increase in termination income. That's helpful.

Debt 130

Debt Assets Capital Banks 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 Motley Fool

AUGUST 1, 2023

Our guidance for projected full-year 2023 non-GAAP effective tax rate of 21% to 22% is unchanged. We've done some due diligence in the chemo-related peripheral neuropathy is a huge unmet need. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Banks Education Due Diligence 100

The Motley Fool

MAY 1, 2024

billion total proceeds associated with the transaction, including the repatriation of approximately $100 million, net of withholdings tax, back to the U.S. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. earlier this month.

Assets 130

Assets Leveraging Capital Debt 130

The Motley Fool

AUGUST 31, 2023

Our past experience has confirmed that our market research and due diligence identifies locations where stores will be successful for the long term. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. Net sales are still expected to range from 6.17

Leveraging 130

Leveraging Banks Capital Due Diligence 130

The Motley Fool

AUGUST 1, 2023

Our non-GAAP tax expense was $38 million this quarter compared to $33.2 And we expect to maintain approximately 20% tax rate on both GAAP and non-GAAP basis for the rest of the year. Some of them are being due diligence these days as well. As the euro to U.S. dollar rate is above $1.1 We're still reviewing them.

Banks 100

Banks Leveraging Due Diligence Capital 100

The Motley Fool

MARCH 20, 2024

While 2024 has started off more slowly than we expected, which we believe is due to the slower start of tax refunds, we are encouraged by the early sales of our Easter seasonal category. And the effective tax rate for the fourth quarter of 2023 was 25.8% And our effective tax rate for the year was 24.9% compared to 24.8%

Taxes 130

Taxes Leveraging Accounting Capital 130

Sara Grillo

SEPTEMBER 26, 2022

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands. www.cfp.net.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consultants Consulting 59

The Big Picture

FEBRUARY 28, 2023

I was talking to one of our founders, he said, look, a lot of people think we’re in Zug for tax reasons. RITHOLTZ: And are there that much tax advantages to be in Switzerland if you’re operating throughout Europe? Those are the people that we want to align with, as we’re going into due diligence.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59