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 the criteria for a successful earn-out and why they can be beneficial
- Pitfalls to avoid when structuring your earn-out
- The advantages and disadvantages that follow when negotiating with a private equity firm
- Todd describes the Waterfall principle of acquisition
In this episode…
What are the advantages and disadvantages of setting up an earn-out for your business acquisition? How can you make sure you don’t lose money in the process?
Investment banker and M&A Advisor at Potomac Business Capital, Todd Taskey, talks about how to avoid the common pitfalls that can happen when structuring an earn-out. With Dr. Jeremy Weisz of Rise25, Todd discusses the criteria for a successful earn-out, tips for negotiating with a private equity firm, and the Waterfall principle of acquisition.
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.
This episode is also brought to you by Trivest.
Trivest is a top private equity firm created specifically for founders and family-owned companies. They have completed 300+ transactions and are on Inc. Magazine’s Founder Friendly list for 2019 and 2020.
To learn more about Trivest, visit Trivest.com/secondbite.
