Wherever you are on your road to monetization — ready to sell, needing a succession planning model, or simply wanting to understand the merger and acquisition process — TobinLeff works nationally with clients facing the same challenges. And, not incidentally, our firm is unique because each of our partners has been in your shoes.
We get to know you, your agency and your values to provide clarity on the best sale, exit strategy business plan, or growth by acquisition strategies to move you toward your destination of converting business value into personal wealth.
We strongly believe in making a market – not setting a price – and seeing what the market will bear to ideally get multiple suitors competing for you. Whether through an outside sale, a management buy-out, forming an ESOP or another exit planning strategy, TobinLeff provides the resources and guidance you need to make your decision with confidence.
Founder and Managing Partner of TobinLeff, David Tobin is passionate about crafting and implementing plans for clients to convert business value into family wealth. He strives to help clients expand their view of possibilities, develop creative and sound solutions, and get deals closed. David is a serial entrepreneur who has founded, grown, and crafted exit strategies for four companies of his own. At PT Marketing Group, David built a 50+ person firm that specialized in creating marketing programs for advisors nationwide who concentrate on business succession and exit planning services. It was through this experience that he began to develop best practice solutions for business owners to monetize their life’s work. David has worked with well over 100 companies to build business value and achieve profitable exits through M&A transactions with strategic buyers and private equity groups.
Scott has owned and run advertising, marketing, PR, and video production shops. He has led mergers and sales of for-profit and nonprofit corporations, run and sold a family-owned bank, produced a national PBS documentary, was President of a Carnegie Mellon University spin-out technology company, ran a $1.3 billion trust and investment management company, and spent close to a decade with Robert Morris University developing strategic plans, doing governance interventions, and performing financial analyses for nonprofit organizations of all types and sizes. As a Principal of TobinLeff, Scott focuses on sell-side transactions, as well as Management Buy-Outs and exit planning initiatives.
Roy is a 30 year veteran of sales, advertising, public relations, and marketing communications. The agency he founded in 1995, Third Degree Advertising and Communications, returned an average of 33% per year through 25 years of operation. He exited the company in 2018 following a merger structured by TobinLeff. Roy has been a partner or investor in multiple business concepts including software, construction, video production, and technology-based enterprises throughout his career, and is CEO and business & marketing strategist for Rose Bay Boats, LLC, a custom sport fishing brand based in North Carolina. He also is a certified Rhythm Systems Affiliate and Coach.
Scott holds a BA in English and Creative Writing from Haverford College, and a Masters in Business and Technology from Carnegie Mellon University. In addition, he has completed formal university training as an Executive Coach. Scott has served on several bank boards of directors, as well as more than 20 nonprofit boards. And just to keep things interesting, last year he started doing stand-up comedy.
Roy is the recipient of the American Advertising Federation Lifetime Achievement Award for contributions made to the advertising industry, and the 2018 Cameron School of Business Outstanding Alumni Award. He led Third Degree Advertising to a three-time listing on Inc. Magazine’s Inner-City 100, which recognizes fast growth companies based in America’s Inner Cities.
TobinLeff will provide two complementary consulting hours to help you estimate the value of your company, learn about M&A opportunities to buy and sell, and brainstorm strategies to enhance your Enterprise Value.