The TobinLeff M&A Podcast24 Heinä 2025

How to Get the Most When Selling Your Company (Feat. Jon Morris)

TobinLeff Founder, David Tobin, sat down with Jon Morris, founder and CEO of Fiscal Advocate, to discuss developing and tracking financial reports and KPIs to increase earnings and enhance enterprise value for a future sale. Jon is a proven entrepreneur. In 2004, with $10,000 by winning 2nd Place at the University of Chicago’s annual business plan competition he founded Rise Interactive. Over a 16-year period, Jon grew the firm into one of the largest independent digital agencies in the world with 300 people in 6 offices.

This episode is chock-full of tips, including the following:

The three most important KPIs to track the success of service-based businesses.
How to create budgets and forecasts to support goals.
How poor financial visibility can tank M&A deals.
How investments in marketing and innovations can impact multiples.
How the right supportive communities, playbooks, and advisors can help you prepare for a future exit.

While many of these recommendations are geared toward owners who are about one to four years from a potential sale, these insights, when applied, will lead to growth no matter what stage of the business lifecycle you find yourself in!

If you have questions or want to learn more about what the next steps look like for your own monetization journey, contact the TobinLeff team today.

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