The $10 Trillion Opportunity, written by Rich Jackim, co-founder of Jackim Woods & Co. and Sports Club Advisors, started a paradigm shift in the business broker and M&A world for small and medium size companies. This critically acclaimed book makes the case that with the baby boomer generation approaching retirement age, it is more important than ever for business owners to develop a strategic exit plan for their business. Exit planning is a process that asks and answers all of the personal, business, financial, legal, estate and tax issues involved in selling or exiting from a privately held business.
Written for business advisors and other professionals, the $10 Trillion Opportunity is a logically structured book with a no-nonsense approach to exploring and addressing a topic that is often misunderstood and at times overwhelming for business owners and their advisors alike. The surge of interest this book created led to the creation of the Exit Planning Institute, which is now the leading exit planning organization in the world.
The $10 Trillion Opportunity is an essential primer for professional advisors and business owners trying to make sense of exit planning. Investment banker and former Wall Street attorney, Rich Jackim, has put together a thoroughly readable exploration of exit planning, why it is important and how to introduce exit planning into your professional practice. The $10 Trillion Opportunity includes twelve case studies, fifteen illustrations, a glossary, resource guide, bibliography and a detailed index.
Business Valuation for Dummies, by Jim Bates
Business Valuation For Dummies, co-authored by Jim Bates, a partner at Jackim Woods & Co. is filled with expert guidance that business owners and buyers can use when determining the value of a business. It contains a solid framework for valuation, including advice on analyzing historical performance, evaluating assets and income value, understanding a company’s financial statements, estimating the cost of capital, business valuation models, and how to apply those models to different types of businesses.
Want to determine the value of a business, but not sure where to start? This plain-English guide gives you step-by-step directions for the major valuation methods, supporting them with real-world examples. You’ll work with easy-to-understand valuation models and apply them to different types of businesses to achieve the fairest, most affordable valuation solution.
The book provides key valuation tools to help you understand valuation reports, financial statements, and “rule of thumb” guidelines for specific businesses.
It shows you how to analyze historical performance, evaluate assets and income value, and estimate cost of capital. If you’re selling a business, you’ll learn how to conduct due diligence and increase your company’s value. If you’re buying a business, you’ll learn how to use your valuation as necessary preparation that will help you be a more successful negotiator.
2016 M&A Outlook for the Post-secondary Education Sector
Merger and acquisition activity in the Post-secondary Education sector can be divided into two camps with non-Title IV schools and short course programs driving most of the activity. While there is a market for Title IV schools, valuations are down from their highs in 2007. That said, we are still seeing strong demand and good valuations for Title IV schools with strong allied healthcare, skilled trades, nursing and IT programs.
Download the Jackim Woods & Co white paper on recent trends in mergers and acquisitions in the post-secondary education sector, including an overview of market drivers, overall transaction activity, recent transactions, and an outlook for M&A activity in the post-secondary sector for 2016 and 2017.
2016 Mergers & Acquisitions Outlook for the Prek-12 Education Sector
The PreK-12 Education sector, including tutoring and test preparation companies, continues to be of interest to private equity groups and strategic buyers. Transaction volume in 2016 is similar to that of 2015 with 41 transactions occurring through the first half of 2016 compared to 46 transactions for the same period in 2015.
Download the Jackim Woods & Co white paper on recent trends in mergers and acquisitions in the PreK-12 education sector, including an overview of market drivers, overall transaction activity, recent transactions, and an outlook for M&A activity in the elementary education sector for 2016 and 2017.
2016 M&A Outlook for the Training Sector
The corporate & professional training sector has continued to show significant M&A activity through Q1 2016. The sector is expected to continue to grow due to increasing demand from employers, and growing acceptance on the part of employers of the need to invest in on-going training and coaching for their employees. In many cases, employers find that adopting online corporate training programs is a more affordable and flexible option than traditional training practices. The market is also expanding as small and mid-sized companies that would not be able to afford traditional training programs have begun to adopt online corporate training as a sound and more cost effective alternative. Financial and strategic buyers are acquiring technology driven corporate training programs in order to meet market demand, expand product and service offerings, grow revenues, and realize synergies and economies of scale.
Download the Jackim Woods & Co white paper on recent trends in mergers and acquisitions in the professional and corporate training sector, including an overview of market drivers, overall transaction activity, recent transactions, and an outlook for M&A activity in the training sector for 2016 and 2017.