David Tobin is the Founder and Managing Partner of TobinLeff, where they help clients convert business value into family wealth.

David is a serial entrepreneur who has founded, grown, and sold four companies. David has worked with over 100 businesses to build value, retain key employees, and achieve profitable exits.

TobinLeff is an M&A advisory and exit planning firm that assists business owners in maximizing enterprise value and converting it into personal wealth. They offer consulting services to prepare companies for transactions, M&A services for acquisitions and sales to strategic buyers and private equity groups, and exit planning services such as management buy-out plans.

In this episode, Aaron and David talk about how these mergers and acquisition transactions occur, who the important parties are, what the most important terms are as a part of these deals, and a whole lot more.

David Tobin’s Challenge; Do vision planning, and make sure you have a mission that truly ties to this vision.

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If you liked this interview, check out our episode on How to Sell a Midsize Digital Agency w/ Amanda Dixon (Barney)

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570 Mergers & Acquisitions Advice w/ David Tobin