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 also an Angel Investor for many companies, including Zoomph, StreetShares, and LiveSafe.
Here’s a glimpse of what you’ll learn:
- Todd Taskey shares his most popular podcast episodes
- What is an evolutionary sale?
- How transactions differ between private equity companies
- Todd talks about his company’s key transactions
In this episode…
Private equity transactions are a great way to grow a business. So what should you know about the different types of transactions, and how can you leverage them to maximize your company’s value?
Investment Banker and M&A Advisor at Potomac Business Capital, Todd Taskey, talks about his company’s notable private equity transactions. With Dr. Jeremy Weisz of Rise25, Todd shares his most popular podcast episodes, explains evolutionary sales, and discusses how transactions differ between private equity companies.
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.
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.
