The Complete Agency Exit: Lessons From the Other Side of Selling a Business

The Complete Agency Exit: Lessons From the Other Side of Selling a Business

Too many owners get caught up in research on what goes into the selling process but forget to prepare for life after. Every business owner — whether selling now or in five years — will glean valuable information from Dick Wechsler’s experience in selling his agency: In preparation for selling, and life after the sale!

Years after selling, Dick Wechsler sat down with TobinLeff founder, David Tobin, to talk about how things are going on the other side of selling his agency. In this podcast, the frank conversation covers a lot of ground. Tune in here for the advice Dick urges all business owners to take before they begin the M&A process, including:

  • The importance of reverse due diligence to better understand who the buyer is
  • Identifying what you want out of a sale from the beginning
  • Traits to look for in an M&A advisor who will walk you through the sale
  • How to set expectations and define roles in advance
  • Understanding earn-out types and what it means for you post-close

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Episoder(24)

How Strategic Communication Plans Impact the Selling Process

How Strategic Communication Plans Impact the Selling Process

Building a successful business is an incredible achievement. When it’s time to consider maximizing and monetizing that work, you're likely focusing on growth multiples, EBITDA, and finding the right b...

2 Apr 14min

Getting M&A Deals Across the Finish Line

Getting M&A Deals Across the Finish Line

Selling your company demands significant investment of your time, energy, and emotion. The last outcome anyone wants is for the deal to fall through. While "deal killers" are always a potential risk, ...

18 Feb 22min

Advantages & Questions: Selling a Business to Private Equity

Advantages & Questions: Selling a Business to Private Equity

Many of us have heard cautionary tales about Private Equity (PE) deals gone wrong. But that narrative hasn’t matched our clients’ experiences. In our latest podcast episode, “Advantage & Questions: Se...

4 Feb 15min

How to Sell Your Business On Your Terms

How to Sell Your Business On Your Terms

Most entrepreneurs are used to stepping into unknown terrain and climbing learning curves to hit their goals. However, selling a company is often a once-in-a-lifetime event, so your go-to-market journ...

2 Des 202521min

Working Capital: An M&A Battleground

Working Capital: An M&A Battleground

TobinLeff transaction partner and numbers expert, Chuck Gottschalk, shares valuable insights on why working capital is often viewed as a battleground in M&A transactions. In this 10-minute conversatio...

21 Okt 202510min

M&A is About the People

M&A is About the People

For M&A transactions, focus and energy are often on multiples and terms. From TobinLeff's experience, if the focus is on the people, favorable terms will follow. This new video podcast, M&A is About t...

19 Aug 202522min

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

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 ...

24 Jul 202521min

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