Transworld Business Advisors Sellers Information DeckMichael Shea PA
A brief overview of Transworld Business Advisors. Our Size, Outcomes, and close to 50 years of experience make us the largest business brokerage in the world
A High Growth SaaS Playbook - 12 Metrics to Drive SuccessSaaStock
Keynote by David Skok, ForEntrepreneurs Blog & General Partner, Matrix Partners, at SaaStock on Tour New York, 20th June 2018, KnockDown Center, Maspeth, NYC
A high growth SaaS playbook. 12 metrics to drive success. 2 goals, present a simple model to understand SaaS business and show what levers a CEO can pull to get the most impact
Transworld Business Advisors Sellers Information DeckMichael Shea PA
A brief overview of Transworld Business Advisors. Our Size, Outcomes, and close to 50 years of experience make us the largest business brokerage in the world
A High Growth SaaS Playbook - 12 Metrics to Drive SuccessSaaStock
Keynote by David Skok, ForEntrepreneurs Blog & General Partner, Matrix Partners, at SaaStock on Tour New York, 20th June 2018, KnockDown Center, Maspeth, NYC
A high growth SaaS playbook. 12 metrics to drive success. 2 goals, present a simple model to understand SaaS business and show what levers a CEO can pull to get the most impact
Ace your first meeting with a VC by Ran Levitzky, Carmel VenturesViola Group
Ace your first meeting with a VC by Ran Levitzky, Carmel Ventures. How to be best prepared to discuss your startup when first meeting with a ventures capital firm.
More on Ran Levitzky:
https://www.linkedin.com/in/ranlevitzky/
https://www.viola-notes.com/author/ran-levitzky/
Have you ever wondered why it is so important to use a business broker when buying or selling a business? Take a moment to look through this presentation to find out how a broker can make the work of buying or selling your business easier and more profitable for you!
Subscribed Melbourne 2017: Opening KeynoteZuora, Inc.
Join Zuora's APAC Managing Director, John Kearney and learn from leaders and innovators who are liberating their businesses from the shackles of an old operational paradigm and driving the next wave of growth in the Global Subscription Economy.
Our experience is established with 20+ years in a region that’s packed full of opportunity, and our foundation of success comes from knowing the parameters, the culture and the contacts within which companies need to manage their presence. Whether choosing to establish a business in the region, work with distributors, retain sales agents or find partners, the key to successfully building revenues and sustainable profits in the region are relationships and trust.
The 8Point Advisory team of 45-people continue to build trust by working at senior level within companies in the sectors. These people bring daily, practical experience to customers working with 8point advisory.
Presented by DeSantis Breindel and the authors of Woo, Wow, and Win, the award-winning book on service design.
A great B2B brand can woo clients, but only a great experience can wow them. And experience doesn’t happen by accident. Using service design, you can deliver experiences that maximize the value of your brand, accelerate growth, and win both repeat business and new clients. Watch this webinar to learn how to build the wow into every interaction with your clients.
Ace your first meeting with a VC by Ran Levitzky, Carmel VenturesViola Group
Ace your first meeting with a VC by Ran Levitzky, Carmel Ventures. How to be best prepared to discuss your startup when first meeting with a ventures capital firm.
More on Ran Levitzky:
https://www.linkedin.com/in/ranlevitzky/
https://www.viola-notes.com/author/ran-levitzky/
Have you ever wondered why it is so important to use a business broker when buying or selling a business? Take a moment to look through this presentation to find out how a broker can make the work of buying or selling your business easier and more profitable for you!
Subscribed Melbourne 2017: Opening KeynoteZuora, Inc.
Join Zuora's APAC Managing Director, John Kearney and learn from leaders and innovators who are liberating their businesses from the shackles of an old operational paradigm and driving the next wave of growth in the Global Subscription Economy.
Our experience is established with 20+ years in a region that’s packed full of opportunity, and our foundation of success comes from knowing the parameters, the culture and the contacts within which companies need to manage their presence. Whether choosing to establish a business in the region, work with distributors, retain sales agents or find partners, the key to successfully building revenues and sustainable profits in the region are relationships and trust.
The 8Point Advisory team of 45-people continue to build trust by working at senior level within companies in the sectors. These people bring daily, practical experience to customers working with 8point advisory.
Presented by DeSantis Breindel and the authors of Woo, Wow, and Win, the award-winning book on service design.
A great B2B brand can woo clients, but only a great experience can wow them. And experience doesn’t happen by accident. Using service design, you can deliver experiences that maximize the value of your brand, accelerate growth, and win both repeat business and new clients. Watch this webinar to learn how to build the wow into every interaction with your clients.
Memorandum Of Association Constitution of Company.pptseri bangash
www.seribangash.com
A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
Objective Clause: This clause delineates the main objectives for which the company is formed. It's important to define these objectives clearly, as the company cannot undertake activities beyond those mentioned in this clause.
www.seribangash.com
Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
https://seribangash.com/promotors-is-person-conceived-formation-company/
Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
Amendment of MOA:
While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
Business Valuation Principles for EntrepreneursBen Wann
This insightful presentation is designed to equip entrepreneurs with the essential knowledge and tools needed to accurately value their businesses. Understanding business valuation is crucial for making informed decisions, whether you're seeking investment, planning to sell, or simply want to gauge your company's worth.
Improving profitability for small businessBen Wann
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
LA HUG - Video Testimonials with Chynna Morgan - June 2024Lital Barkan
Have you ever heard that user-generated content or video testimonials can take your brand to the next level? We will explore how you can effectively use video testimonials to leverage and boost your sales, content strategy, and increase your CRM data.🤯
We will dig deeper into:
1. How to capture video testimonials that convert from your audience 🎥
2. How to leverage your testimonials to boost your sales 💲
3. How you can capture more CRM data to understand your audience better through video testimonials. 📊
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
Attending a job Interview for B1 and B2 Englsih learnersErika906060
It is a sample of an interview for a business english class for pre-intermediate and intermediate english students with emphasis on the speking ability.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
What are the main advantages of using HR recruiter services.pdfHumanResourceDimensi1
HR recruiter services offer top talents to companies according to their specific needs. They handle all recruitment tasks from job posting to onboarding and help companies concentrate on their business growth. With their expertise and years of experience, they streamline the hiring process and save time and resources for the company.
RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
Tata Group Dials Taiwan for Its Chipmaking Ambition in Gujarat’s DholeraAvirahi City Dholera
The Tata Group, a titan of Indian industry, is making waves with its advanced talks with Taiwanese chipmakers Powerchip Semiconductor Manufacturing Corporation (PSMC) and UMC Group. The goal? Establishing a cutting-edge semiconductor fabrication unit (fab) in Dholera, Gujarat. This isn’t just any project; it’s a potential game changer for India’s chipmaking aspirations and a boon for investors seeking promising residential projects in dholera sir.
Visit : https://www.avirahi.com/blog/tata-group-dials-taiwan-for-its-chipmaking-ambition-in-gujarats-dholera/
Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
The effects of customers service quality and online reviews on customer loyal...
HOW TO VALUE A HVAC BUSINESS.pptx
1. www.tworld.com
Private And Confidential | 1
W O R L D - C L A S S
S E N I O R - L E V E L A T T E N T I O N
D A T A - D R I V E N
HOW DO YOU VALUE A HVAC COMPANY
2. www.tworld.com
Private And Confidential | 2
Why Transworld?
WORLD-CLASS | SENIOR-LEVEL ATTENTION | DATA-DRIVEN
Established in 1979, we have a highly
successful track-record of 40+ years
having successfully completed 10,000+
transactions
We leverage our proprietary data sources and
advanced analytics capabilities to access
deeper insights earlier, handle deal
complexities, anticipate what’s around the next
curve, and effectively prepare for a “win-win”
outcome and successful transition
With 220+ offices across 40 states and 16
countries and 600+ deal-makers on the
ground we have that ability to cast a very
wide-net
We are uniquely positioned to represent
the best interest of owner-led /
entrepreneurial businesses as our
corporate culture is based on similar
principles
Our deal team has rich cross-industry,
entrepreneurship, corporate finance, and
private equity credentials having successfully
advised in US $5B+ in aggregate deal value
Our solid relationships with preeminent
financial sponsors and strategic buyers both
domestically and globally, allow us to
maximize your potential of a timely and
successful closing
3. www.tworld.com
Private And Confidential | 3
KEY DRIVERS OF
VALUE
HVAC Benchmarks
INDUSTRY RULES OF THUMB
SERVICE
STRONG SERVICE
REVENUE BASE
EMPLOYEE METRIC
HEADCOUNT & $
CUSTOMERS
NEW BUILD,
CONSUMERS,
TRUST
INDUSTRY
WHAT ARE THE
TRENDS
• CONTRACTS /
AGREEMENTS INCREASE
VALUE
• RESIDENTIAL SERVICE &
REPLACEMENT IS KEY
• PREVENTATIVE
MAINTENANCE PROGRAMS
DRIVE VALUE
• $200 TO $250K PER
EMPLOYEE
• 5 TO 1 RATIO OF FIELD TO
OFFICE PERSONNEL
• TRAINED SERVICE
PERSONNEL &
TECHNOLOGY TO TOUCH
CUSTOMER AND
ESTIMATE LIFE OF UNITS
PROACTIVELY
• NEW CONSTRUCTION
TEMPTING BUT MUST
EGGS IN ONE BASKET
VALUE WISE
• CONSUMERS TRUST ISSUE
A LEGACY: USE SOCIAL TO
EDUCATE, EMAIL LISTS TO
REMIND OF
MAINTENANCE NEEDS
THEY CAN DO
• TRUST IS KEY
• FRANCHISING GROWING TO
DUAL BLEND ONE SOURCE
(DUNKIN/BASKIN MODEL)
• EXPLOSIVE HOUSING
GROWTH GOOD FOR BIZ
• CHALLENGE OF STAFFING
DUE TO LACK OF TRADE
SCHOOL AND ENROLLMENT
• MILLENIALS ARE LESS LOYAL
SO MUST CONNECT AND
HAVE RETENTION PLAN
25%-40% Annual Sales Plus Inventory
2-3.5X SDE plus Inventory
3-4.5X EBIT
3-4X EBITDA
114,233 HVAC COMPANIES
IN USA
$500 -$1M avg size
50% New Construction
32% Maint & Service
11% Replacement
6% Refridgeration
30-40% COGS
Occupancy 1-6%
Payroll 19 to 25%
Profits 5 to 15%
01 02 03 04
4. www.tworld.com
Private And Confidential | 4
VALUE DRIVING YOUR HVAC FOR SALE
Clean Books
• As always good books and records
are vital to getting the highest
and best price
• QB and Hire a CPA
Revenue
• Sticky meaning repeat so
agreements, contracts
preventative maintenance
contracts
Financial and Service Software
• Not nice to have but must have
• The buyer is expecting it…
• It’s the 21st century…make sure you have
automation in CRM and Marketing as well
Marketing
• Leverage dealer relatinships
• Educate and inform consumer
continuously
• PM communications about flushing and
maintenance reminders are valued and
build trust
01
02
03
04
5. www.tworld.com
Private And Confidential | 5
Data for HVAC OWNERS
KEY STATS MULTIPLIERS
237 SOLD IN LAST 10 YEARS
$1.4 MILLION AVERAGE GROSS SALES
$708,000 AVERAGE SALES PRICE
3.7 AVG MULTIPLE / MEAN 1.97
ₓ SELLERS OVERPRICE AND SIT
ₓ AVERAGE 5 EMPLOYEES
ₓ SELLING WITH SBA AT 3X
ₓ PRIVATE EQUITY TARGET AND VERTICAL
INTEGRATION REAL
AVERAGE SDE $267,000
MEAN SDE $181,000
RENT AS % OF SALES LESS THAN 1%
AVEARGE DAY ON MARKET 267
70% OR 1 X SALES AS PRICE OF DEAL
ₓ AT $750 IN SALES 1.5 X
ₓ AT 750 TO 1MM 1.8 TO 2X
ₓ AT 1 TO 1.5MM 2 TO 2.5 X
ₓ AT 1.5 TO 2.5M 2.5 TO 3X
6. www.tworld.com
Private And Confidential | 6
THANK YOU!
MICHAEL SHEA P.A.
CBI, BCI, CMAP
PARTNER
TRANSWORLD BUSINESS ADVISORS
WWW.YOURFLORIDABUSINESSBROKER.COM
MIKE@TWORLD.COM
321-287-0349