Index

• A
• Accountant 1, 2, 3
• Accounting, independent accredited third-party 1
• Accounting systems 1, 2
• Accounts 1, 2, 3
• Accounts receivable (AR) 1, 2, 3
• Acquivest Financial Group 1
• Agent 1, 2, 3, 4
• Agreements 1, 2, 3, 4, 5, 6, 7, 8, 9
• – vendor 1, 2, 3
• Announcements 1, 2, 3
• Applications 1, 2, 3
• Appraisal 1, 2, 3
• Appraiser, certified business 1, 2
• AR (accounts receivable) 1, 2, 3
• Assessment 1, 2, 3, 4, 5, 6
• – detailed 1, 2
• – enterprise risk/opportunity 1
• Asset list 1, 2
• – fixed 1
• – intangible 1
• Assets 1, 2, 3, 4, 5, 6, 7, 8, 9
• – current 1
• – fixed 1, 2
• – important 1
• – intangible 1, 2
• – nonphysical 1
• Assumptions 1, 2, 3, 4, 5, 6
• Attorney 1, 2, 3, 4, 5, 6, 7, 8, 9
• Auction, competitive 1
• Audit 1, 2
• Average industry sales 1
• Average price buyers 1
• Avoiding Seller’s Remorse 1, 2, 3, 4, 5, 6, 7
• B
• BaaS 1, 2, 3, 4, 5, 6, 7
• BaaS product, expanded 1, 2
• BAFO (Best and Final Offer) 1, 2
• Baked goods 1, 2, 3, 4, 5, 6
• Bakeries 1, 2, 3, 4, 5
• Balance sheet 1, 2, 3, 4, 5
• Bank 1, 2, 3, 4, 5, 6
• Banker 1, 2, 3, 4
• Basic Retail Product Sales 1, 2
• Benefits 1, 2, 3, 4, 5, 6, 7, 8, 9
• Best and Final Offer (BAFO) 1, 2
• Blue Book value 1
• Board 1, 2
• Bonus 1, 2
• Book 1, 2, 3, 4, 5, 6, 7
• Book Help 1
• Book Outline 1, 2
• Bookkeeper 1, 2, 3
• Brand 1, 2, 3, 4, 5, 6
• Bread 1, 2, 3, 4, 5, 6
• Bread sales 1, 2
• Breaking Down 1, 2, 3, 4, 5
• Broker 1, 2, 3, 4, 5, 6
• Budgets 1, 2, 3, 4
• Building 1, 2, 3, 4, 5, 6, 7, 8, 9
• Business
• – current 1, 2, 3, 4
• – new 1, 2, 3
• – small 1, 2, 3, 4, 5,
• 1, 2, 3, 4
• Business broker 1, 2, 3, 4
• Business buyers 1, 2, 3, 4, 5, 6
• Business data 1, 2
• Business decisions 1
• Business model 1, 2, 3, 4, 5, 6, 7, 8, 9
• Business model, works 1
• Business Models Affect Valuations 1
• Business models change 1
• Business owners 1, 2, 3, 4, 5, 6, 7, 8, 9
• Business plan 1, 2, 3, 4, 5, 6, 7, 8, 9
• Business sales 1, 2, 3
• Business sales process 1, 2
• Business valuation 1, 2
• Business value 1, 2
• Business’s sale 1, 2
• Buy low 1
• Buyer confidence 1, 2
• Buyer due diligence 1
• Buyer plans 1, 2
• Buyer purchases 1
• Buyers 1, 2, 3, 4, 5, 6, 7, 8, 9
• – actual 1, 2
• – formal 1
• – goal, business 1
• – multiple 1, 2, 3
• – new 1, 2, 3, 4, 5, 6
• – right 1, 2
• – second 1, 2
• Buyer’s attention 1, 2, 3
• – potential 1, 2
• Buyers’ Due Diligence 1
• Buyer’s questions 1, 2
• Buyer’s response 1, 2
• C
• Calendar, milestone 1
• Capability Maturity Model Integration (CMMI) 1
• Capacity 1, 2, 3
• Capital, additional 1, 2, 3, 4, 5
• Capital assets 1
• Care 1, 2, 3, 4, 5, 6, 7, 8, 9
• Career 1, 2, 3, 4
• Cash 1, 2, 3, 4, 5, 6, 7, 8, 9
• Cash flow statements 1, 2
• Cast 1, 2, 3, 4
• Catalog 1, 2, 3
• Certifications 1, 2, 3, 4
• Certified appraisers 1, 2
• CFO 1, 2, 3, 4, 5, 6, 7
• Chart 1, 2, 3, 4
• – org 1
• Chief engineer 1, 2, 3, 4
• Client list 1, 2
• Client sales 1, 2
• Clients 1, 2, 3, 4, 5, 6, 7, 8, 9
• – long-term commercial BaaS 1, 2
• – potential commercial banker 1
• CMMI (Capability Maturity Model Integration) 1
• Commercial bakery 1, 2, 3, 4, 5, 6, 7, 8, 9
• Commercial clients 1, 2, 3, 4
• – high-value 1, 2
• Commercial customers 1, 2, 3, 4, 5, 6, 7
• – growing list of 1, 2
• – identifying potential 1, 2
• Commercial product sales 1
• Commission 1, 2, 3, 4, 5
• Commitments 1, 2, 3, 4
• Communities 1, 2, 3
• Companies 1, 2, 3, 4, 5, 6, 7, 8, 9
• Competition 1, 2, 3, 4, 5, 6, 7, 8, 9
• Competitors 1, 2, 3, 4, 5, 6, 7, 8, 9
• Compulsions 1
• Conditions 1, 2, 3, 4, 5, 6, 7
• Confidence 1, 2, 3, 4, 5, 6
• Constraints 1, 2, 3, 4
• Contact information 1, 2
• Contracts 1, 2, 3, 4, 5, 6, 7, 8, 9
• Control 1, 2, 3, 4, 5, 6, 7, 8, 9
• Control structure 1
• Convey 1, 2, 3, 4, 5
• Copyrights 1, 2, 3, 4, 5, 6
• Corporations 1, 2
• Cost 1, 2, 3, 4, 5, 6, 7, 8, 9
• Cousin Jake 1, 2, 3, 4, 5, 6, 7, 8
• CPA (certified public accountant) 1, 2, 3, 4, 5, 6, 7, 8
• CPA and tax attorney 1, 2
• Credentials 1, 2
• Critical supplier 1, 2, 3
• Culture 1, 2
• – buyer’s 1
• Curb appeal 1
• Curve 1
• Customer agreements 1
• Customer sales, recurring 1
• Customers 1, 2, 3, 4, 5, 6, 7, 8, 9
• – new 1, 2, 3
• D
• Dashboard 1, 2
• Dates, critical 1
• Deal makers 1, 2, 3
• Decision 1, 2, 3, 4, 5, 6, 7, 8, 9
• Delegate 1, 2
• Department 1, 2
• – operational 1
• Department managers 1, 2
• Devalue 1, 2, 3
• Dichotomy 1, 2
• Diligence 1, 2, 3, 4, 5, 6, 7, 8, 9
• Diligence financial assessment 1, 2, 3, 4, 5, 6, 7, 8
• Diligence legal assessment 1, 2, 3, 4, 5
• Diligence operations assessment 1, 2, 3, 4, 5, 6, 7, 8, 9
• Diligent 1, 2, 3
• Discriminator 1, 2, 3, 4, 5, 6, 7, 8, 9
• Divisions 1, 2, 3, 4
• – commercial 1, 2, 3, 4, 5
• Document requests 1, 2
• Documents 1, 2, 3, 4, 5, 6, 7, 8, 9
• – list of 1, 2, 3, 4
• Down select buyers 1, 2
• Draft 1, 2, 3
• Due diligence 1, 2, 3, 4, 5, 6, 7, 8, 9
• Due diligence assessments 1, 2
• – financial 1
• Due diligence box 1
• Due diligence process 1, 2
• Due diligence team 1, 2, 3
• E
• Earnings 1, 2, 3, 4, 5, 6, 7
• Easy entry sales 1, 2
• EBITDA 1, 2, 3, 4, 5
• – actual 1
• – annual 1
• – revised 1
• EBITDA adjustments 1, 2
• EBITDA calculation 1
• EBITDA multipliers 1, 2
• EBITDA value 1
• Effort 1, 2, 3, 4, 5, 6, 7, 8, 9
• Employee information 1, 2
• Employee reaction 1, 2
• Employees 1, 2, 3, 4, 5, 6, 7, 8, 9
• – former 1, 2, 3, 4, 5, 6
• – loyal 1, 2
• – new 1
• Employment agreements 1, 2, 3, 4
• Enterprise 1, 2
• Enterprise risk assessment 1, 2
• Enterprise Risk Management (ERM) 1
• Entrepreneurs 1, 2, 3, 4
• Equity 1, 2
• Equity deal 1, 2, 3
• Equity Sales 1, 2
• ERM (Enterprise Risk Management) 1
• Estimate 1, 2, 3
• Ethics 1, 2, 3
• Example marketing handout 1
• Excel 1, 2, 3, 4
• Exit 1, 2, 3, 4, 5
• Expenses 1, 2, 3, 4, 5, 6, 7, 8, 9
• – labor 1
• – overhead 1, 2
• Experience, good 1, 2
• F
• Facade 1, 2
• Facilities 1, 2, 3, 4, 5, 6, 7, 8, 9
• Fair market value (FMV) 1, 2
• Fees 1, 2, 3, 4
• Fidelity 1, 2, 3
• File 1, 2, 3
• Finance department 1, 2
• Financial analysis 1, 2
• Financial buyers 1, 2, 3
• Financial data 1, 2, 3, 4, 5
• Financial due diligence 1, 2, 3, 4, 5, 6, 7
• Financial house 1, 2
• Financial operations 1, 2, 3, 4
• Financial operations infrastructure assessment 1
• Financial reports 1, 2, 3, 4, 5, 6, 7, 8
• – monthly 1
• Financial summary 1, 2, 3