Roberto Barrera

Building the M&A operating system for LATAM

[Juan Ortiz 🗳️👁‍🗨 @Juan_OrtizMX]

🗳️📌Abro hilo 🧵de casillas donde Morena logró el 100% (o casi 100%) de la votación.

[Roberto Barrera @bob_barrera]

@BoilerPlateCPA Cash flow

[M&A Focused CPA @BoilerPlateCPA]

This morning, I presented a financial plan to a $4.5M revenue service business. we have a plan to:

1. 3X annual cash flow
2. 4X their valuation
3. Set up for compound growth or a cash exit

RT & comment "cash flow" & I'll send a redacted copy of the plan (must be following)

[SALUS @saluscs]

In M&A, companies become that "product or service" which can be so good that people will pay for it.

Investors, bigger companies, funds, will pay more for good businesses. It becomes important to understand what makes your business good from others perspectives.

#valuecreation

[SALUS @saluscs]

Beware of the Bermuda Triangle of Valuation. 

The dangers it brings might drift your transactions to unwanted territories.

SALUS is here to steer you clear of it!

#valuation #corporatefinance #commonmistakes #bestpractices #mergersandacquisitions

[SALUS @saluscs]

Cash flow statements provide insights into a company's financial health, cash generation and management. M&A experts use it to assess value, risks, and growth.

Cash can make or break a company, M&A deal, or investor's decision. Learn how to analyze it!

#cashflow #analysis

[SALUS @saluscs]

The 80/20 or Pareto principle can be found everywhere, including M&A negotiations.

When buying or selling a business, there are dozens of decisions that can seem relevant to the deal in hand. In reality, 80% of negotiations will involve 20% of those decisions.

#negotiations

[SALUS @saluscs]

Today we continue with our tips on how to analyze financial statements like an M&A expert!

Balance sheets help manage risk and make decisions by measuring the liquidity, profitability, solvency, and cadence (turnover) of a company using financial ratios.

#financialanalysis

[SALUS @saluscs]

We are here to make things easy for you and your business.

Let us get you to the other side.

🌐 Visit us: https://t.co/Mcbp7p5SHA

#mergersandacquisitions #strategy #growth #valuecreation #corporatefinance

[SALUS @saluscs]

Spending time understanding and analyzing financial statements is not for everyone.

Today, we would like to make it easy for you by sharing some tips on how to analyze income statements!

#financialanalysis #strategy #growth #cfo #finance #entrepreneur

[SALUS @saluscs]

Remember last week's M&A 101 about seller's notes and earnouts? Today we bring you part 2 with a deeper dive, and some examples for your better understanding!
Let's do some Q&A! Leave us your questions!

#mergersandacquisitions #sellersnote #earnout #negotiation #strategy #growth

[SALUS @saluscs]

This image speaks louder than any words.

Let us guide the way.
📍 🔜   🏁 

🌐 Visit us: https://t.co/Mcbp7p5SHA

#mergersandacquisitions #strategy #growth #valuecreation #corporatefinance

[SALUS @saluscs]

FP&A is not only for medium and large businesses, it's a fundamental need for any business aiming for #profitability and #growth.

It allows us to uncover hidden efficiencies, connect dots, and make better decisions.

#finance #strategy #financialplanning #financialanalysis

[SALUS @saluscs]

How can one prepare to negotiate an acquisition? This is a complicated process that every SMB owner/leader should understand in order to grow inorganically.

We are a multidisciplinary team of experts prepared to guide you through these complicated M&A processes.

Reach out!

[SALUS @saluscs]

Today in M&A 101, learn about seller's notes and earnouts!

These agreements can change the course of negotiations and play an important role in the closing of the deal. How would you negotiate these for your company?

#acquisitions #negotiation #strategy #earnout #sellersnote

[SALUS @saluscs]

Some call it luck 🍀 
We call it being prepared 🕵🏻♂️

Opportunities for growth are everywhere, being prepared and on the lookout is key to find the best ones.

#growth #opportunities #acquisitions #preparation

[SALUS @saluscs]

Our expertise through sectors.

Contact us:
📩 [email protected]
🌐 https://t.co/Mcbp7p5SHA

#mergersandacquisitions #strategy #corporatefinance #growth #acquisitions #valuation #valuecreation

[SALUS @saluscs]

A highly undervalued skill of M&A advisors is what we call "navigation systems".
They are a set of rules, protocols, and checklists that allow us to control unexpected situations (they always come up).

Contact us to optimize your M&A strategies!
#manda #smb #strategy

[SALUS @saluscs]

There is art in the storytelling process that describes the purpose of a company, their people, their culture, and their achievements.

The science is in the numbers 📊.

📨 [email protected]
🌐 https://t.co/nrGozI1rgg

#valuation #storytelling #mergersandacquisitions

[Roberto Barrera @bob_barrera]

@saluscs Interesting!