Tagged In: Exit Planning

What’s Your Business Really Worth?

Valuing an agency is both art and science… and often a deep, dark mystery. After working with more than 125 businesses across the country, TobinLeff has gained some insight into the black box of agency […]

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What Is an Exit Plan, and Why Do I Need One?

Surveys indicate that most agency owners believe an Exit Plan is important, but still don’t have one. If that describes you, this White Paper will help you understand what an Exit Plan is and how […]

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Four Transactions that Built a New Agency (M&A, Exit Planning, Strategic Consulting)

The founding partner of a Midwest PR agency retained us to structure a plan for his partner to buy him out. The minority partner was eager to acquire controlling interest, but did not have the […]

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

The founding partners of a well-established Mid-Atlantic branding and design firm asked us to develop a succession plan, hoping to pass the torch to their senior management team. After placing a value on the business, […]

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Surprise—I Want Out! (Exit Planning, Strategic Consulting)

What would you do if one day your partner strolled into your office unannounced, threw down on your desk a legal document prepared by his personal lawyer entitled “Partner Withdrawal Agreement,” and declared he wanted […]

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Raising a Client’s Business Vision (Exit Planning, Strategic Consulting)

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 track to top $25 […]

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Long-Term Planning for Orderly Succession
 (Exit Planning)

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 groundwork for succession—and […]

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Board Room Decision-Making (Exit Planning)

A large Midwest ad agency with a complex ownership structure—consisting of silent partners who were members of the founder’s family—and a number of minority shareholders who comprised the agency’s senior management team and ran the […]

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An Exit/Entrance Plan (Exit Planning)

The founder and equal partner of a top Midwestern PR firm was planning his well-deserved retirement after 40 years in the business and felt confident he was leaving the agency in the good hands of […]

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A Happy ESOP Fable (Exit Planning)

An owner of a business with a highly dedicated staff wanted to exit—and preferred to pass the torch to his management team and employees in recognition of their contribution to the company over the years. […]

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