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Building your business was hard, and you only sell it once. With a focus on marketing, communications, digital, and service businesses, the TobinLeff M&A advisory team is dedicated to helping owners maximize and monetize their life’s work. For over a decade, the TobinLeff team has completed nearly 200 successful merger, acquisition, and exit planning engagements across the U.S. Visit tobinleff.com to contact a partner today or for additional resources and case studies. Subscribe or sign up f ...
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An Inside Look at Selling to a Private Equity Group
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18:18
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Founding Partner, David Tobin, sat down with Mike Neumeier (Co-Founder and CEO of the Arketi Group) to discuss his exit planning journey. Mike secured investments from two private equity groups to form a platform company. In this video podcast, hear answers to questions like: How and why did Mike decide to sell? With multiple offers to choose from,…
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How to Avoid M&A Dealkillers When Selling Your Business
39:22
39:22
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39:22
Studies have estimated that more than 50% of all M&A transactions do not achieve their expected value or never close. Even if those stats are remotely accurate, the results are disheartening because no business owner wants to go through the time, expense, and emotional drain of trying to sell their company only to experience a deal falling apart. A…
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In 2022, Maura Corbett sold her company, Glen Echo Group, to Berlin Rosen, a portfolio company of the PE Group, O2 Investment Partners. In this episode, Maura joins the TobinLeff team to discuss her selling journey and cover a number of topics, including: How and why did she decide to sell her company? What was her process for choosing an M&A advis…
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How to Sell Your Business For an Above Market Price
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22:51
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Why is it that some companies are able to sell for above — sometimes even far above — commonly accepted ballparks, or market price? Why can some companies command the higher multiple compared to others, where there’s continuous pressure on both price and the terms? Learn how to make your business stand out from the competition so you can command to…
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What Is An Exit Plan, and Why Do I Need One?
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Nearly 100% of agency owners believe that an Exit Plan is an important element for their future financial security, but only 15% actually have a written Exit Plan in place. At TobinLeff, we believe that the most important explanation for this disconnect may be the most basic one of all: while the idea of an Exit Plan seems to make sense, most agenc…
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Exit Pathways to Successfully Cash Out Of Your Business (Audio Only)
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You’re ready to sell your business — now what? You’ve built your business from the ground up, poured your life into it, and now you’re ready for your next step. Maybe you want to retire, or maybe you’d like to start your next business venture. No matter your reason, selling your company is a complex road to navigate on your own — so don’t go it alo…
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How Private Equity Groups Assess and Value Marketing Services Agencies
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What goes into a private equity acquisition? In this episode, David Tobin interviews Nick Burger, a partner at the ZS Fund, who oversaw the PE group's recent acquisition of TobinLeff's client, Communicus. Listen in to learn how PE groups: Value companies and assess opportunities Work with management teams to support their visions Determine importan…
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Exit Pathways to Successfully Cash Out Of Your Business
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52:24
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You’re ready to sell your business — now what? You’ve built your business from the ground up, poured your life into it, and now you’re ready for your next step. Maybe you want to retire, or maybe you’d like to start your next business venture. No matter your reason, selling your company is a complex road to navigate on your own — so don’t go it alo…
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To Sell or Not to Sell: Don’t Let the Capital Gains Tail Wag the Dog
25:03
25:03
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The M&A market is very active today, interest rates are at historic lows and banks are actively lending. Is now the time to sell your business because of potential increases in capital gains tax rates? In this episode, glean insight from partners David Tobin, Chuck Gottschalk, and Holt Vaughn as they discuss the pros and cons of selling your busine…
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How to Sell Your Company from a Position of Strength
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Selling your company is likely one of the most important transactions of your business career. When that time comes, will you approach the process from a position of strength or weakness? In this episode, learn how to: Get your business house in order and be prepared mentally and financially Qualify prospects and perform reverse due diligence Negot…
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How Strategic Communications can Increase Deal Value
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Having a solid communications strategy and plan for an M&A transaction goes beyond an announcement to employees. Strategizing your company's PR even years before you're ready to buy or sell can maximize your deal value when the transaction finally takes place. In this episode, David Tobin goes deep in his interview with PR expert Elizabeth Shea to …
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How a Private Equity Deal Can Mean More Money in Your Pocket
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40:41
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Private Equity (PE) firms are buying marcomm companies — but what does that mean for your agency? In this episode, Tobinleff partner and former CPA with Ernst & Young, Chuck Gottschalk, explains what Private Equity is and how PE firms can get you a bigger payday for your business. Get answers to questions like: What is Private Equity (PE), and why …
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SBA Lending in the Age of COVID (Feat. Adam Whitaker)
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39:49
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For there to be a market for buying or selling an agency, there needs to be funding available. Often, especially in the case of agency sales between partners or to leadership teams, that funding takes the form of SBA financing. But, in this age of COVID, is SBA lending available? The short answer? Yes, there is money; yes, they are lending. In this…
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Acquihires–M&A Opportunities Before, During & After the Pandemic
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In today’s COVID Economy, acquihires (sometimes referred to as “bolt-ons” or “tuck-ins”) remain a productive growth strategy for buyers, and a viable way for sellers to find a new home. In this episode, Jeff Lambert, founder and CEO of Lambert Agency and a veteran of several acquisitions, and Holt Vaughn, a partner in TobinLeff, provide information…
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What's My Next Move? (Feat. Peter Finn & Michael Kempner)
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How has the recent economic shock of COVID-19 changed the landscape for acquisitions? Are buyers still buying? How are valuations and multiples impacted? More than ever, companies are now assessing if strategic acquisitions should be a part of their growth plans. To provide insights and answer questions like these, we interviewed industry leaders P…
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Building your business was hard, but COVID-19 has left many business owners wondering what the future looks like for their company value. What can we know about the future of business now that COVID-19 has entered the scene? To quote a Hollywood legend, right now "nobody knows anything." Yet there are still many insights that can be had! Listen to …
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