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 shares both the buyer and seller perspective during a transaction
- What makes a buyer a good fit?
- The pros and cons of selling to private equity
- Todd shares some tips to ensure a successful transaction
In this episode…
What details matter most to buyers and sellers? What makes two companies a good fit for each other?
Investment banker and M&A Advisor at Potomac Business Capital, Todd Taskey, discusses what you need to know for successful transactions from the last year of podcast guests. With Dr. Jeremy Weisz of Rise25, Todd discusses several transactions he helped coordinate, stories of incredible founders, and the nitty-gritty details that make a transaction profitable for both parties.
Resources Mentioned in this episode
- “College Entrepreneur to Inc 500: Insights From a Seller Turned Buyer” with Scott Bell
- “Insider View of Private Equity for Family and Founder Businesses” with Jamie Elias
- “Sold Twice, Bought Several: The Remarkable Story Behind a $100M Digital Business” with Matt Wilson
- “How to Ensure a Successful Transaction for Your Company” with Michael Quint
- “How An Unexpected ‘Knock at the Door’ Resulted in a Fortune for Two First-Time Entrepreneurs” with Korby Wright and Mark Covrig
- “Advanced Ideas That Will Increase EBITDA This Year” with Don Keninitz
- “How Focus + Focus = Outsized Valuation” with Dean Dutro
- Todd Taskey on LinkedIn
- Potomac Business Capital
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.
