Being a Family Business
Gratitude is essential to success. I try to take time every week to recognize and acknowledge the things that I am grateful for. Present on my list of things for which I am grateful is my business, which has evolved to be a family business. While not everyone in my family is actively involved in […]
What is a 409A Valuation?
For a variety of reasons, business owners need to obtain a valuation of their company’s shares from time to time. But this is especially the case if your company offers employee stock options. Since the early 2000’s, after the Enron debacle, the IRS began requiring companies that offer stock options to conduct a 409A valuation […]
The Only Constant in Life and Business: Change!
One day last month I was reviewing our newsletter archive on the TOBIN website and this newsletter caught my attention – “Acquisition Accelerates Growth … if You Can Find Eligible Candidates.” It was published March 17th of this year. Back then, a mere nine short months ago, it was hard to find candidate companies to buy […]
Selling Your Company? This Option May Reduce Your Capital Gains Taxes.
Qualified Opportunity Zone Funds are Worth Investigating While Tobin & Company is not a tax advisor, nor do we profess to be, we do on occasion encounter strategies that our mergers and acquisitions clients might want to investigate with their tax advisors. Those who have owned their companies for years and decide to sell, often […]
Dealmaker’s Conference Raises a Host of Interest in “Making Deals!”
From “When Should I Sell My Company?” to “How Do I Get Ready to Sell?” Recently I was invited to join a Dealmaker’s Conference panel discussion with a team from Charlotte’s Womble Bond Dickinson, LLP legal advisors about Sell-Side Mergers & Acquisitions. Our session turned up numerous questions from the 250+ attendees about investment banking, […]
Check Out New Videos
As we continue to expand the online presence of Tobin & Company Investment Banking Group and Tobin & Company Securities, I am delighted to inform you that we have updated our website, TobinandCo.com, with some new videos about our services. This past summer, we created six videos that speak generally about the firm and each […]
Merger vs. Acquisition: 9 Critical Differences You Need to Understand for Business Growth
Definition: What are Mergers and Acquisitions? A merger occurs when two companies combine forces to become one company. This usually happens when both companies believe they can do more jointly than separately. With a merger, both companies involved often maintain their autonomy and operate as separate divisions within the new company. On the other hand, […]
Buy Side Acquisition Advisory: Why You Need an Expert
Your success rate in acquiring a company depends on your expertise in handling valuations, negotiations, and analysis. The process takes time and challenges often occur. However, hiring a buy-side acquisition advisory expert will save you time and money. In addition, you will have access to different company acquisition methods that can be tailored to suit […]
One Way Marketplace Volatility Affects Us All
Retirement As Supply Chain Disruption? Three weeks ago, an attorney I’ve known for a while called me asking about our business valuation services. He said he’d recently attended a trade show scouting companies that might be interested in selling if the price were right. Interestingly, several of the CEOs and board members he approached showed […]
Acquisition Accelerates Growth . . . If You Can Find Eligible Candidates
Most companies that seek growth through acquisition have a firm foundation from which to spring. In today’s market however, finding eligible candidates to buy is hard demand is high, supply is low, eligible candidates are not cheap and competition is fierce. Most businesses are doing great regardless of how tenuous our economy and international forces […]