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About

In a world rife with financial opportunity and volatility, Tobin & Company provides a comforting combination of knowledge, experience, confidence.

Services

Tobin & Company specializes is a variety of investment banking services that meet the needs of our growing clientele, adapting as changes in financial regulations occur.

Industries

Beyond our knowledge and experience in investment banking, our clients appreciate that Tobin & Company has broad and deep knowledge of their specific business sectors.

Experience

Tobin & Company has 39 years of investment banking experience, including 24 years in Charlotte’s financial sector and prior engagements with top Wall Street firms.

Resources

In a world rife with financial opportunity and volatility, Tobin & Company provides a comforting combination of knowledge, experience, confidence.

Mergers & Acquisitions

Advancing Strategic & Financial Objectives

Our M&A experience and expertise allows the owners and executives of small and middle-market companies to achieve their financial and business objectives from the sale of their company. Clients of Tobin & Company work directly with senior dealmakers with years of M&A experience. We are skilled at working confidentially and discreetly, and we have the experience, focus and ability to execute the most challenging M&A transactions.

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Business Review & Valuation

The TOBIN process begins with a thorough analysis of your company, the competitive environment and the market in which it operates. Tobin & Company then identifies potential market opportunities to best realize client objectives.

TOBIN TIDBIT

Five
Questions

to Ask Before You Sell Your Business

1

First Things First: Have a Meeting with Yourself!

Many business owners started their business and have worked tirelessly to make it grow into what it is today. For these business owners, selling their company is not unlike driving away after dropping their youngest child off at their chosen university. Such an event magnifies a new stage of life . . . happy, sad, proud, uncertain – you get the picture.
With that in mind, the first step we recommend is to grab a pencil and notebook, go to a quiet place where you can’t be interrupted, and ask yourself these questions.

2

Why Do I Want to Sell?

There are many reasons why owners decide to sell, but a few of the more common ones include:

monetizing and capturing some value and reallocating the rest to another venture.
desiring to slow down life a bit before full retirement.
cashing out assets for estate planning.
full retirement; and potentially.
unanticipated events.

3

What Kind of Buyer Am I Seeking?

Make no mistake, money is the primary reason owners sell. Some owners simply want to take the money and run. If the highest price is the only motivator, any buyer with money will do. In this case a strategic buyer may fit the bill. They will often absorb the business and reduce staff of the target company, then move on to the next opportunity. Other owners may want to see “their” company continue as a going concern, under the same name, assuring that key personnel are protected, and that the company’s philosophical continuity is preserved, relatively speaking, as a legacy. This kind of seller requires a different Which kind of seller are you?

4

What Is My Exit Strategy and Succession Plan?

There’s much more to an exit strategy, but on the surface, it identifies an individual who will manage the business daily as you leave, identifies key issues that can be roadblocks to buyers, and quantifies how much money you’ll need to maintain your lifestyle after the sale.

5

How Do I Want to Be Paid?

Do you want 100 percent cash at closing, or would you be willing to work through a buyout over time? Do you want to pass the business on to family members? Are there other benefits you want from the sales package?
You likely already have a wealth advisor guiding your investments and financial goals. That person can help you answer this and other important financial questions.
These answers that you penciled together are your objectives for the sale of your business. Hold firm to them throughout, unless presented with an overwhelming case for change. These “guiding tenets” will make the entire process of selling your business run more smoothly.

TOBIN Tutorials

Merger vs. Acquisition: 9 Critical Differences You Need to Understand for Business Growth

How To Get Your Business
Ready to Sell

Five Questions to Ask Before
You Sell Your Business

Selling Your Company? This Option May Reduce Your Capital Gains Taxes.

Acquisition Accelerates Growth . . . If You Can Find Eligible Candidates

Service for any Challenge

Most websites deploy “contact us” and then companies are disappointed when no one does.

Contact Tobin & Company and here’s what you get – we’ll listen. And we will give
you our opinion about whether our services might be a good fit for your needs.

Securities offered through Tobin & Company Securities LLC | Member FINRA/SIPC | Business Continuity

Check us out at FINRA’s BrokerCheck

Customer Relationship Summary (Form CRS)

Tobin & Company Investment Banking Group LLC provides a range of investment banking services to the lower middle market. Tobin & Company prides itself on offering a refreshing approach to investment banking with our collegial atmosphere that allows us to connect on a personal level with business owners, entrepreneurs and their investors.

About

Services

Industries

Experience

Resources

Mergers & Acquisitions

Advancing Strategic & Financial Objectives

Business Review & Valuation

Create Marketing Materials

Identification of qualified buyers

hands-On Involvement Through Close

Five Questions

1

2

3

4

5

TOBIN Tutorials

Service for any Challenge

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Five
Questions