REVEALED: How to Analyze Tax Returns During M&A Due Diligence (case study with a real return)

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  • Опубліковано 31 січ 2025

КОМЕНТАРІ • 20

  • @michaelhellerchu7248
    @michaelhellerchu7248 7 місяців тому

    As an acquisition entrepreneur, I find this very helpful. Thanks so much for putting this together. One small note: The constant zooming in and out makes it really hard to follow. Aside from that, great.

  • @ulivision
    @ulivision Рік тому

    Can you please share the link for the EBIDA video? Thank you

  • @mattm3083
    @mattm3083 2 роки тому +6

    I'm a banker who looks at SBA loan requests all day. I wish buyers would use this spreadsheet to filter through acquisition opportunities. Can the bank do something with a 1.20 DSC? Yes. But why buy something that has marginal cash flow when there are others that are 1.50x +?

    • @lobsterstrange
      @lobsterstrange 3 місяці тому

      What if that's how much business he can buy? What if that's his only area of expertise? What if he sees improvement opportunities?

  • @vincentmurphy9252
    @vincentmurphy9252 2 роки тому

    Jason how you been brother? I’m tuning in fantastic and great topic !! A1

  • @williamjverhagen
    @williamjverhagen Рік тому

    Jason is it possible for you to take a look at business taxes of a business Im looking to aquire. Just an opinion and thoughts.

  • @marklange121
    @marklange121 Рік тому

    Love thos kind of content 🔥

  • @whoomanable
    @whoomanable 5 місяців тому +1

    Great Video! Exactly what I wanted to see. But please stop zooming. Just move the cursor. Thanks!

    • @jorge242
      @jorge242 Місяць тому

      Yeah, way too much jumping around! Driving me crazy!

  • @lennonzamora5387
    @lennonzamora5387 2 роки тому

    Going through some tax returns recently myself trying to determine FCFF. In addition to that, is it possible to determine all add-backs from the tax returns alone? Some expenses are obvious i.e. owner salary but others seem more "hidden" or hard to pull out. Is this just a conversation and back-and-forth your Due Diligence CPA needs to confirm with the Seller?

    • @RomilCPatel
      @RomilCPatel 2 роки тому +3

      You could ask the seller for bank statements to get a better view of what is going in and out of the business; then use those statements to see what expenses would be considered legitimate add backs

  • @elvispresley3234
    @elvispresley3234 Рік тому +1

    I might add that in addition to line 21"ordinary bus income/loss", you want to pay close attention to the balance sheet re; current liabilities and accumulated carry-over liabilities as these are unrealized demands against revenue and assets. A good annual P&L can be destroyed by a leveraged balance sheet.

  • @cenafanist
    @cenafanist 2 роки тому

    How much do we pay a ceo? Is there a certain percent of cashflow or revenue depicted what we pay them?

  • @MAC_V4_2K
    @MAC_V4_2K 2 роки тому +1

    Is it appropriate to pay yourself a minimum of a $100k salary from your first acquisition (considering that its a decent sized one)?

    • @Nhgctyuun37
      @Nhgctyuun37 2 роки тому

      How much in sales? How much did you purchase the company for?

  • @GMLwholesale
    @GMLwholesale Рік тому

    What does it matter if it’s say a 30% cash business. If the seller does not claim all there cash

  • @What_was_wrong_w_jst_our_names
    @What_was_wrong_w_jst_our_names 2 роки тому

    Good timing

  • @elvispresley3234
    @elvispresley3234 Рік тому +2

    Dude, great, but for the love of Pete stop zooming in and out. I feel like I'm on quaaludes.

  • @jorge242
    @jorge242 Місяць тому

    So what of they do have interest paid? Why is it bad? What's an ok amount? This video could be so much more informative if you just slow down, stop bouncing around the screen and explain things as you go.