New Podcast: Building a Roadmap For a Successful Business Exit

When it comes to selling your business, maximizing the numbers plays an important role — but the financials aren't everything. A successful exit strategy requires careful planning, ensuring there's a cultural fit between the seller and the buyer, and so much more.

David Tobin, the Founder and Managing Partner of TobinLeff, was recently invited to be a guest speaker on the Agency Profit Podcast to discuss key considerations for business owners when preparing for an exit. David talked with the host Marcel Petitpas, who is considered by many to be an expert in optimizing profitability for agencies. During their time together, David and Marcel explored some of the steps an owner needs to take in order to achieve a successful and profitable exit from their business.

Key Takeaways from the Conversation

In this episode, David shares insights for owners on how they can navigate the many aspects of selling a business (not limited to just the financial aspects), including:

• Looking Beyond the Financials: How to evaluate both the financial and cultural components of a sale.
• Protecting Business Value: Various ways to protect, strengthen, and maintain the value of the company leading up to a sale.
• Non-Financial Factors for Success: What non-monetary elements also play a critical role in an owner's successful exit.
• Planning Early: Strategic steps showcasing the importance of planning early and ways to prepare for a seamless transition.

For actionable insights and expert advice, you can listen to the full conversation at The Agency Profit Podcast — Exit Planning Strategy.

If you are interested in learning more about maximizing your business value or exploring what exit strategies are available to you, you can visit our resources page or contact a partner at TobinLeff today. Our team is here to help guide you through the entire selling process, helping you make informed decisions from day one to beyond your successful exit.