Mergers & Acquisitions Articles

Raising a Client’s Business Vision (Strategic Business Consulting)

TobinLeff | October 5, 2017

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 | October 5, 2017

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 | October 5, 2017

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 | October 5, 2017

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 | October 5, 2017

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 | October 5, 2017

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 | October 5, 2017

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...

4 Transactions that Built a New Agency (Exit Planning, Partner Buyout)

TobinLeff | October 5, 2017

Situation The founding partner of a Midwest PR agency retained us to structure a plan for a partner buyout. The minority partner was eager to acquire controlling interest, but did not have the cash...

Zero EBITDA = 70% Cash (M&A)

TobinLeff | October 5, 2017

The Situation With Selling the Business When the founder of a 30-year-old West Coast consulting firm sought an exit strategy, the stakes were high. The firm boasted an impressive client roster that...

From an Inside to an Outside Deal (M&A, Exit Planning)

TobinLeff | October 5, 2017

Situation The founding partners of a well-established Mid-Atlantic branding and design firm asked for assistance with exit planning, hoping to pass the torch to their senior management team. After...

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