Derek Pitts@Derek_CayneQofE
Diligence/Quality of earnings consultant | SMB owner/investor caynecrossing.com Alpharetta, GA Joined October 2019-
Tweets543
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Followers1K
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Following383
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Likes998
First of (hopefully) an annual tradition in the books. Hosted a March Madness happy hour at @sweetwaterbrew with 100 of our closest Atlanta-based SMB/M&A friends Note for next time, take pics during the event! @Derek_CayneQofE @Andrew_CayneQoE @Duvall_Law
Scaling a professional services firm is hard. We can work more, we can become more efficient, we can forego quality and take on more (not an option), but ultimately we're capped by the individual capacity of our team members. It's easy to say "just hire". I don't post a lot… x.com/i/web/status/1…
I'm grateful to be a part of the team at @CayneCrossing with @Derek_CayneQofE @Chris_CayneQofE and twitter-less Josh and am excited for what 2024 holds, as we continue to grow and partner with more of you fine folks. Check out our 2023 highlights at Cayne Crossing.
Check out our 2023 year-end highlights at @CayneCrossing We had an awesome year working with many of you (over 100 deals worked on!). We're proud of what we've been able to accomplish, and we're pumped for the continued growth of our team. The SMB M&A community is thriving,… x.com/i/web/status/1…
Great conversation around this tweet from Eric. One aspect that I think a lot about - exit multiples. We have seen multiple arbitrage make many deals work very well over the last 10 years (buy for 3x, sell for 5x). We all know about the low interest rate environment but the… x.com/i/web/status/1…
If you're a buyer and the target company has taken employee retention credits, you should consider tax due diligence and shoutout to @Derek_CayneQofE @Chris_CayneQofE for all of your QofE and Financial Due Diligence Needs! #smb #duediligence #caynecrossing #duvalllaw
Introducing Duvall Law, your trusted partner for all things tax law! We're here to help you navigate tax law with confidence. Follow us for expert insights and updates on tax matters that matter to you! #taxlaw #taxproblems #taxes #taxduediligence #estateplanning #taxplanning
SFC Panel Announcement 8/15 - Tales From The Search - The First 100 Days sfctales823.splashthat.com Searcher / Discount Code From Our Partner - Cayne Crossing: CAYNE823 Ft. Juan Ruiz, Landon Mance & Connor Pera cc @Derek_CayneQofE @TomG_GKG + Byline Bank & First Internet Bank
This one is very common. @thomasince suggests a great solution but also: 1) Always document actual comp by employee and current rate/plan during diligence 2) Schedule current comp in the purchase agreement 3) Consider providing offer letters to employees prior to closing
This one is very common. @thomasince suggests a great solution but also: 1) Always document actual comp by employee and current rate/plan during diligence 2) Schedule current comp in the purchase agreement 3) Consider providing offer letters to employees prior to closing
QofE hot take⬇️ QofE for SMBs 🟰 Move efficiently, determine and communicate key risks asap. Limit fees/output until high confidence deal is moving forward. Requires experienced people from day 1 (i.e., less ability to leverage). Scope tailored by deal. No surprise billings.… x.com/i/web/status/1…
Its July, you should be extending your financial diligence through June 2023. Comparing the trailing 12 months to 2022 is key. Watch out for the EBITDA impact of "accrual" entries booked at year-end only. These will skew the TTM figures Inconsistency is the most common deal… x.com/i/web/status/1…
Big week, a ☑️ and 3k follower. Is this what the big leagues feels like? Thanks to all of you for the support! I've gained countless valuable relationships through Twitter and worked with dozens of you on live deals. More to come! @Derek_CayneQofE thanks for selling me on… x.com/i/web/status/1…
SMB Attorney @SMB_Attorney
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742 Followers 420 Following 16-year SMB home services franchise owner in AZ 🌵. Looking for my second business. Love no-code tech and automation.Ashley Wunderlich @AshleyWunder15
13 Followers 98 Following Entrepreneur, wife, mom, aspiring electric violin player.First of (hopefully) an annual tradition in the books. Hosted a March Madness happy hour at @sweetwaterbrew with 100 of our closest Atlanta-based SMB/M&A friends Note for next time, take pics during the event! @Derek_CayneQofE @Andrew_CayneQoE @Duvall_Law
@KirkNewcombe @Derek_CayneQofE Thanks Kirk!
In November, I acquired Sierra Dairy Laboratory, a California-based testing services provider that caters to the dairy industry. The acquisition was the culmination of a 13-month self-funded search. Some of the characteristics that drew me to the business: 1) Strong revenue… x.com/i/web/status/1…
Scaling a professional services firm is hard. We can work more, we can become more efficient, we can forego quality and take on more (not an option), but ultimately we're capped by the individual capacity of our team members. It's easy to say "just hire". I don't post a lot… x.com/i/web/status/1…
I'm grateful to be a part of the team at @CayneCrossing with @Derek_CayneQofE @Chris_CayneQofE and twitter-less Josh and am excited for what 2024 holds, as we continue to grow and partner with more of you fine folks. Check out our 2023 highlights at Cayne Crossing.
Check out our 2023 year-end highlights at @CayneCrossing We had an awesome year working with many of you (over 100 deals worked on!). We're proud of what we've been able to accomplish, and we're pumped for the continued growth of our team. The SMB M&A community is thriving,… x.com/i/web/status/1…
The IRS recently shared that it's having success targeting very specific audit profiles - one of which is high profit partnerships with no designated general partner or manager on the K1s. A quick rundown 👇
Lawyers on opposing sides of an M&A transaction after the deal gets signed and they get ready to send their respective clients $750,000 invoices
Congrats to Cole Carrera and Jack Eldridge on their acquisition of Strobes N' More! Upon closing, Cole and Jack have relocated to Rhode Island to lead the company full-time as Co-CEOs. Slack Water Capital was pleased to serve as the lead investor and I am excited to join Strobes'… x.com/i/web/status/1…
Appreciate you guys 👊 @Chris_CayneQofE / @Derek_CayneQofE
4 years of undergrad, 1 year of grad school, passed the CPA exam and was fortunate to have an offer to start my career at one of the Big 4 accounting firms. $50k base and a hopeful 5-8% bonus. Friends in finance were getting $70-90k offers with big bonus potential. I accepted… x.com/i/web/status/1…
@chrisxmunn Outside of the SBA space, most capital providers do “require” a QofE. In the last few years, even most sell-side investment banks began to firmly push, but not totally require. I do find that most of the prominent SBA lenders seem to be pushing them on most deals, but maybe only… x.com/i/web/status/1…
The Stanford marshmallow experiment was a study of delayed gratification. A child was offered two options, eat a marshmallow now or wait, and receive 2 marshmallows later. The child was then left alone for 15 minutes, and their decision was recorded. The children who waited, and… x.com/i/web/status/1…
You're brought an opportunity: Residential HVAC company $1.1m revenue 2 employees $400k SDE $800k purchase price (2x!) No. The trucks are old. The employees are the seller's wife and a 65 yr old installer. Don't buy this. Let's talk about customer list acquisitions. First -… x.com/i/web/status/1…
Economic Nexus: The game-changer in modern taxation. With Wayfair, businesses must be vigilant about where they have economic presence. Tax due diligence is your compass to navigate these complex waters and ensure compliance. #TheMoreYouKnow #duediligence #tax #SMB #Business
@guessworkinvest @jhobfoll @Cribdilla @moseskagan @SMB_Attorney @shawngorham @MatznerJon @tsludwig @FetaFund @Slackwatercap @bentigg This is a great response. @Derek_CayneQofE you’ll like this outline
@jhobfoll @Cribdilla @moseskagan @SMB_Attorney @shawngorham @MatznerJon @tsludwig @FetaFund @Slackwatercap @bentigg Wow, came back to a lot of notifications. Respect everyone in this thread, but here are my observations: 1) Stanford search study of mid-30s IRR is inclusive of exit proceeds/valuation of equity — it’s not solely cash flow based, so not apples-to-apples comparison with… x.com/i/web/status/1…