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 how today’s market affects business deals
- Todd’s most significant transactions
- What are the two types of transactions?
- What sellers should expect regarding valuation deal structures
- Factors impacting private equity
In this episode…
Are you considering selling your business for more growth opportunities? How can you ensure that your acquisition is profitable?
Investment banker and M&A advisor at Potomac Business Capital, Todd Taskey, talks about how to prepare for business acquisitions in a dynamic market. With Dr. Jeremy Weisz of Rise25, Todd shares how the current market affects business deals, the two major types of transactions, and what sellers should expect regarding valuation deal structures.
Resources Mentioned in this episode
Sponsor for this episode…
This episode is brought to you by Teamshares, a FinTech firm that helps employees in small businesses earn equity.
Through education, good governance, and digital products, their mission is to help small businesses become employee-owned and generate wealth for every hard working American.
Teamshares has an expert team with decades of experience in accounting, company acquisitions, education, employee ownership, operations, software, and service design.
To learn more, visit www.teamshares.com or email them at hello@teamshares.com.
