A Strategically Sound Acquisition Plan (M&A, Strategic Consulting)
              
                
                  TobinLeff
                
              
              
              
              
                
              
              
            
            
            
          
            The Client Situation A $4 million traditional public relations firm located in the Midwest was doing high-caliber work with a strong senior staff, turning in decent profits year after year, and...
          
        
            
           
            
          
        
      
        
        
        A Happy ESOP Fable (Exit Planning Strategy)
              
                
                  TobinLeff
                
              
              
              
              
                
              
              
            
            
            
          
            The Client Situation An owner of a business with a highly dedicated staff had wanted to leave his company. His preferred choice of exit was to pass the torch on to his management team and employees...
          
        
            
           
            
          
        
      
        
        
        Raising a Client’s Business Vision (Strategic Business Consulting)
              
                
                  TobinLeff
                
              
              
              
              
                
              
              
            
            
            
          
            Situation A highly successful, 10-year-old consulting business with two majority owners and several minority owners was growing at a rapid pace, doubling its size over the past two years, and is on...
          
        
            
           
            
          
        
      
        
        
        An Exit/Entrance Plan for Leadership Transition (Exit Planning)
              
                
                  TobinLeff
                
              
              
              
              
                
              
              
            
            
            
          
            Situation The founder and equal partner of a top Midwestern public relations firm had started to plan for his well-deserved retirement after 40 rewarding years in the business. He felt confident that...
          
        
            
           
            
          
        
      
        
        
        Board Room Decision-Making (Exit Planning Strategy)
              
                
                  TobinLeff
                
              
              
              
              
                
              
              
            
            
            
          
            The Situation A large Midwest ad agency had a complex ownership structure that consisted of two groups: first, silent partners who were members of the founder’s family, and second, a number of...
          
        
            
           
            
          
        
      
        
        
        Surprise—I Want Out! (Exit Planning, Strategic Consulting)
              
                
                  TobinLeff
                
              
              
              
              
                
              
              
            
            
            
          
            The Situation: When a Partner Wants Out of the Business Imagine how shocking it would be to have your business partner walk into your office one day, slam a legal document from his personal lawyer on...
          
        
            
           
            
          
        
      
        
        
        Building to Monetize & Reward Top Managers With Ownership Transition
              
                
                  TobinLeff
                
              
              
              
              
                
              
              
            
            
            
          
            The Situation The owner of a profitable public relations agency located in the Southwest had begun to think about succession and what she wanted to do when she finally decided to leave her firm....
          
        
            
           
            
          
        
      
        
        
        Long-Term Strategy for Orderly Succession Planning (Exit Planning)
              
                
                  TobinLeff
                
              
              
              
              
                
              
              
            
            
            
          
            Situation The two partners of a successful 25-year architecture firm recognized that, while they had no desire to exit the business in the near future, it would be prudent to begin laying the...
          
        
            
           
            
          
        
      
        
        
        Roll-Up Strategy for Market Leadership (M&A)
              
                
                  TobinLeff
                
              
              
              
              
                
              
              
            
            
            
          
            Situation Initially engaged to help them enhance firm profitability, we were subsequently retained by an East Coast digital marketing agency to advise them on a potential acquisition. The client made...
          
        
            
           
            
          TobinLeff meets you where you are in your exit planning journey. You only get to sell your company once. Trust our exceptional, experienced, strategic team and wide network to maximize your exit payday. Contact us today to discuss your business options — or just to talk M&A. We welcome the opportunity to get to know you and explore if we can add value to your plans.