Founding Partner, David Tobin, sat down with Mike Neumeier (Co-Founder and CEO of the Arketi Group) to discuss his exit planning journey. Mike secured investments from two private equity groups to form a platform company. In this video podcast, hear answers to questions like:

• How and why did Mike decide to sell?
• With multiple offers to choose from, why did he decide to sell to a PE group as opposed to a strategic buyer?
• How did he select the buyers/investment partners?
• How and when did he communicate the selling process to employees and clients?
• What were some of the challenges he faced during the M&A process?
• What does it feel like to “take chips off the table” while still maintaining a meaningful equity stake?
• How did he juggle both exit planning and day-to-day operations?
• What advice does he have for fellow business owners who are considering selling?

Tune in to listen to the highly informative conversation. Contact our team with any questions you have after listening.

Studies have estimated that more than 50% of all M&A transactions do not achieve their expected value or never close. Even if those stats are remotely accurate, the results are disheartening because no business owner wants to go through the time, expense, and emotional drain of trying to sell their company only to experience a deal falling apart.

At TobinLeff, we pride ourselves on helping our clients get their M&A transactions closed on their terms. In this podcast, four of our partners — David Tobin, Bruce Bishop, Chuck Gottschalk, and Mary McKinney — share strategies and action steps to help avoid deal killers or reductions in purchase prices. Some of the topics discussed include:

• How to set realistic expectations on value and deal terms
• How to get in front of potential weaknesses and deal killers
• How to package and present your value proposition so buyers know what they are buying and see value
• How to approach the process from a position of strength
• How to perform reverse due diligence to qualify buyers and be confident that visions and values align
• How to control the due diligence process
• How to make sure lawyers and accountants keep the deal on track
• How to minimize deal fatigue and keep yourself and your team energized through the process

In 2022, Maura Corbett sold her company, Glen Echo Group, to Berlin Rosen, a portfolio company of the PE Group, O2 Investment Partners.

In this episode, Maura joins the TobinLeff team to discuss her selling journey and cover a number of topics, including:

• How and why did she decide to sell her company?
• What was her process for choosing an M&A advisory firm?
• How did TobinLeff prepare the company and Maura for the process?
• Why did she select Berlin Rosen and O2 Investment Partners as her ultimate buyer?
• How did she involve key employees in the process and reward them when the sale happened?
• What final advice would Maura give to owners considering selling their companies?

Watch or listen now for an inside look into M&A.