Todd Taskey is an investment banker and M&A Advisor at Potomac Business Capital, a company focused on helping businesses with company evolution, exit planning, and M&A investing. Before joining Potomac, Todd was the Principal (Certified Financial Planner) at Solutions Planning Group, Inc. Todd is an Angel Investor for many companies including Zoomph, StreetShares, and LiveSafe.
Here’s a glimpse of what you’ll learn:
- Todd Taskey explains his company’s process for reaching out and how they connect with business owners wanting to make an exit
- Why business owners want to sell their company and Todd’s goal to make that process fun
- Todd shares an example of a company he helped successfully exit
- What the “second bite” means and why it’s so important in business transactions
In this episode…
What process goes into making a successful exit out of a business? Is it possible to make an exit strategy fun? Todd Taskey is here to tell you.
On this first episode of the Second Bite Podcast, Dr. Jeremy Weisz talks with M&A Advisor at Potomac Business Capital, Todd Taskey, about Potomac’s process and strategy for helping businesses make an exit, why the second bite matters, and much more.
Resources Mentioned in this episode
Sponsor for this episode…
This episode is brought to you by Potomac Business Capital, where we help businesses in the lower middle market maximize their value.
By putting a unique twist on the typical banking process, we create satisfied, wealthy clients who make an impact on the world.
Over the past 15 years, we have perfected our strategies for M&A advising and exit planning to guide clients through everything — from pre-deal planning to closing.
To learn more, visit potomacbusinesscapital.com or email todd@potomacbusinesscapital.com.
