The Motley Fool

JULY 5, 2024

But for eight of the company's 44 stock holdings , there's simply no exit strategy. Warren Buffett's eight "forever" holdings With few exceptions (e.g., Activision Blizzard in 2023), the Oracle of Omaha puts Berkshire Hathaway's capital to work with the mindset that he's investing in great businesses for years, if not decades.

Exit Strategy 246

Exit Strategy Exchange-Traded Funds Banks Shareholders 246

The Motley Fool

MARCH 15, 2024

One day, Bitcoin will hit a peak for this cycle, and it would be a shame to see your portfolio grow, reach some of your financial goals, and then miss an opportunity to lock in gains because you don't have an exit strategy. Again, this is just another reason to have an exit strategy in place.

Exit Strategy 130

Exit Strategy Assets Portfolios Returns 130

Private Equity Wire

DECEMBER 20, 2024

Brookfield is one of a number of private equity funds adopting a cautious approach to European deals, despite having ample cash, choosing to focusing on exit strategies before committing to new acquisitions, according to a report by Reuters.

Exit Strategy 97

Exit Strategy Mergers and Acquisitions Private Equity Firms Private Equity Firms 97

Axial

JUNE 20, 2023

The Business Lifecycle The Early Years In the early years stage, business owners should start thinking about their exit strategy and long-term vision for the business. At this point, owners often have a clearer vision and can make tactical preparations for their future transition by developing a comprehensive exit strategy.

Exit Strategy 98

Exit Strategy Buyout Leveraging Companies 98

The Motley Fool

MARCH 28, 2024

Some people use Social Security as an exit strategy to escape a stressful job. Not only might claiming Social Security at age 62 leave you with less lifetime income in a situation like this, but you might also start to struggle financially if your savings eventually start to run out on you. What's my job like?

Exit Strategy 130

Exit Strategy Taxes Investing 130

The Motley Fool

AUGUST 23, 2024

And if you're plugging away at a side hustle that's seriously eating into your spare time, you may want to plan for a similar exit strategy. The good news, though, is that my friend may not have to work his side hustle for that much longer.

Exit Strategy 130

Exit Strategy Banks Portfolios Accounting 130

The Motley Fool

JUNE 23, 2024

Here's why I'm contemplating a partial sale and my potential exit strategy. It has grown into my largest holding by a wide margin (it's nearly 50% bigger than my second-largest holding). My outsized exposure to Apple stock has made me consider trimming my position. Time to trim? I have a very diversified investment portfolio.

Exit Strategy 130

Exit Strategy Taxes Stakes Portfolios 130

The Motley Fool

APRIL 7, 2024

Buying and holding is still the ideal strategy Given how hot the markets have been (not just this year but in 2023 as well when the S&P rallied by 24%), it wouldn't be surprising to see stocks start to cool off at some point this year.

Stock Market 130

Stock Market Stock Market Exit Strategy Exchange-Traded Funds 130

Private Equity Wire

DECEMBER 10, 2024

Meanwhile, 63% of LPs believe that current GP exit timelines are overly optimistic, and 91% favour the establishment of standing exit committees to guide exit strategies. Despite liquidity concerns, investor interest in private markets remains robust.

Exit Strategy 97

Exit Strategy Assets Capital Portfolios 97

Private Equity Wire

OCTOBER 14, 2024

Due to lower interest rates and stronger stock markets, IPOs are likely to become a more popular exit strategy for buyout firms, especially by 2025, according to Stathopoulos said, ho also noted that for large investments, private equity firms will face a decision between taking companies public or moving them to continuation funds.

Private Equity Firms 88

Private Equity Firms Private Equity Firms Initial Public Offering Exit Strategy 88

The Motley Fool

DECEMBER 6, 2024

Winners don't need an exit strategy Shares of Roku have soared 70% since bottoming out in August. Roku isn't likely to find a match in the coming year. Let's explore a couple of reasons why Roku should continue to be a swinging single in 2025. The stock has more than doubled since the start of last year.

Buyout 130

Buyout Enterprise Values Exit Strategy Amortization 130

The Motley Fool

JUNE 16, 2023

NGPL is a textbook example of Brookfield's acquire, enhance, and exit strategy. The sale will reduce Brookfield's interest in the pipeline company to 25% while boosting ArcLight's to 37.5%. Natural gas pipeline giant Kinder Morgan (NYSE: KMI) owns the other 37.5% interest and operates NGPL.

Exit Strategy 130

Exit Strategy Private Equity Firms Private Equity Firms Bidding 130

The Motley Fool

FEBRUARY 14, 2024

Carey believes that its strategic decision to exit the office sector and reduce its dividend-payout ratio will put it in a stronger position to grow faster from its new baseline level.

Exit Strategy 130

Exit Strategy Shareholders Assets Portfolios 130

Private Equity Wire

APRIL 10, 2024

“We are uniquely positioned to serve all participants in the growing private credit markets, supporting them in connection with fund formation, structuring and negotiating a variety of loan and other financing transactions, as well as implementing their exit strategies.”

Exit Strategy 75

Exit Strategy Law Firms Asset Management Financing 75

The Motley Fool

APRIL 27, 2024

Go in with an exit strategy One of the big complaints about all warehouse stores is the need to buy everyday items -- like fruits and vegetables -- in bulk. Again, the app will supply you with retailers who sell the same item and give you the price.

Exit Strategy 130

Exit Strategy Financing Finance Accounting 130

Million Dollar Round Table (MDRT)

OCTOBER 10, 2023

” Then if we know the whys, we can help build the exit strategy and/or the merger strategy to where everything works together. “Why do you want this thing to take place?” That’s the biggest thing.

Mergers and Acquisitions 88

Mergers and Acquisitions Exit Strategy 88

Private Equity Wire

JANUARY 17, 2024

This has added another layer of complexity to exit strategies and fundraising efforts, impacting GPs’ track records. The challenging deal landscape has resulted in an increase in failed auctions. Two-thirds (66%) of GPs have experienced more broken processes over the past 12 months, compared with 41% in 2022.

Exit Strategy 98

Exit Strategy Leveraging Debt Financing 98

Private Equity Wire

JANUARY 8, 2024

In turn, stock markets showed decreased appetite for IPOs leading to challenges with a traditional investment exit strategy for private equity fund investments, a drop in asset valuations and a subsequent slowdown in fundraising due to liquidity challenges.

Assets 98

Assets Best Practices Exit Strategy Financing 98

Private Equity Insights

JULY 6, 2023

Moreover, given the specific competencies required – TV calls for different expertise versus cartoons, movies, or blockbusters – financial investors have a role to play in market rationalization and exit strategy for incumbent media players.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Investing Exit Strategy 130

Private Equity Wire

NOVEMBER 13, 2023

We integrate ESG considerations into our decision-making processes at every stage of our investment cycle, from screening opportunities to the exit strategy, with ongoing operational support throughout detention. How are you and your clients integrating ESG considerations into your firm’s decision-making processes?

High Net Worth Individuals 98

High Net Worth Individuals Exit Strategy Consulting Consultants 98

The Private Equiteer

FEBRUARY 28, 2023

PIPEs also simplify the exit strategy for private equity investors. Having an active and liquid secondary market for shares that you own gives you much more flexibility in exit timing and broadens to universe of potential buyers.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investing Exit Strategy 52

Axial

MAY 4, 2023

These league tables can serve as an information resource for business owners and investment firms who are actively seeking to hire a vetted M&A advisor to assist them in navigating exit strategy. Find An Investment Banker to Help Sell Your Business Congratulations to the top 25 investment banks!

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Fortune Financial

SEPTEMBER 25, 2023

Business Planning For business owners, wealth management should extend to business planning , including succession planning, exit strategies and other financial aspects of owning and running a business. Services may involve optimizing your cash flow to maximize savings and investments while managing day-to-day expenses.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 59

Hedgestone

JUNE 17, 2024

Think about it: could you apply similar strategies to your situation? Planning ahead with a well-thought-out exit strategy might just be the key to protecting your financial interests during uncertain times. Final Thoughts: Can I Sell My Business Before Divorce?

Legal 52

Legal Consulting Consultants Assets 52

Hedgestone

JUNE 17, 2024

Moreover, if running the business no longer aligns with your personal goals, or if maintaining it is financially strenuous, selling could offer a worthwhile resolution and potentially lucrative exit strategy. When should a business be sold? The timing of selling a business should be strategically considered.

Exit Strategy 52

Exit Strategy Amortization Depreciation Earnings Before Interest 52

Hedgestone

JUNE 17, 2024

Ensuring that your lease terms do not hinder but instead support your exit strategy is essential for a seamless transition. Consider this: securing your landlord’s cooperation could be as vital as finding the right buyer. Wouldn’t it be great to navigate this smoothly with a well-strategized approach?

Legal 52

Legal Consultants Consulting Exit Strategy 52

Axial

JANUARY 15, 2025

Launching Your Exit (912 Months Out) Once youre ready to take your business to market, the next step is launching your business exit strategy and engaging with potential buyers. Advisors will use these documents to generate interest, protect your privacy, and further highlight the value of your business to buyers.

Due Diligence 52

Due Diligence Consulting Consultants Exit Strategy 52

Fortune Financial

SEPTEMBER 25, 2023

Business Planning For business owners, wealth management should extend to business planning , including succession planning, exit strategies and other financial aspects of owning and running a business. Services may involve optimizing your cash flow to maximize savings and investments while managing day-to-day expenses.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 52

Hedgestone

JUNE 17, 2024

The market’s readiness plays a crucial role in determining the success of your exit strategy. Deciding whether it’s the right time to sell your 50% share in a business can be quite the conundrum. Are you wondering how to gauge the perfect timing? Firstly, evaluating current market conditions is essential.

Legal 52

Legal Consulting Consultants Stakes 52

Elevating Your Business

AUGUST 16, 2022

Every business starts with a founder who has a vision—a mental image of hopes and dreams—for the company's success. If the vision is not written down and used, over time, it gets lost in daily routines, life’s emergencies, and 60-hour-plus work weeks. A Business Vision Statement (BVS) answers these questions: What are you building?

Consulting 79

Consulting Consultants Exit Strategy Companies 79

The Motley Fool

JANUARY 28, 2024

If the purpose is that you sell it to somebody else, the private equity, or you do an IPO, if that's the exit strategy that you have in mind for your private equity investment, you will still have to convince the person who buys it from you that it has long term value. The same thing then let's translate that to private equity.

Stock Market 130

Stock Market Stock Market Funds Returns 130

The Motley Fool

APRIL 25, 2024

I wonder if we could just get an update on consumer factors that will determine your exit strategy and the timing and pros and cons of the different exit routes for maximizing shareholder value. Luisa Hector -- Berenberg Capital Markets -- Analyst Hello. Thanks for taking my questions. And then I wanted to ask on rilzabrutinib.

Education 130

Education Banks Shareholders Capital 130

Axial

OCTOBER 26, 2023

We offer a full range of transaction and advisory services, guiding our clients through sell-side transactions and exit strategy planning, growth through acquisition, debt restructuring and corporate recapitalization.”

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Axial

JANUARY 30, 2024

With over 100 years of combined experience in the M&A industry, we take pride in being experts at planning, facilitating, and executing exit strategies with extremely favorable results. Given our hourly billing model, we are able to work on transactions that are as small as $500k in EBITDA, all the way up to +$10M in EBITDA.

Investment Banking 105

Investment Banking Investment Banks Banks Mergers and Acquisitions 105

Insight Partners

MAY 30, 2024

We don’t often talk about financial goals or exit strategies here. “But they know we can help them unlock the upside and potential of their business as a part of our platform, which is what you want in these growth-orientated M&A deals.” What’s next for Recorded Future? More revenue. More people. More AI,” says Ahlberg. “We

Exit Strategy 69

Exit Strategy Leveraging Banks Shareholders 69

Axial

JULY 27, 2023

We create value through acquisition, valuation and exit strategies, with a focus on businesses typically with annual revenue from $5 million to $150 million.

Investment Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

The Motley Fool

MAY 28, 2024

Once we did our IPO, then we were a platform and also an exit strategy for the other entrepreneurs. John Mackey: One lesson was we were the first ones to take venture capital in, we were the first ones to raise serious capital, first one to do an IPO, and our peers were not.

Investors 130

Investors Stakes Consultants Consulting 130