Todd Taskey is an M&A Advisor for CEOs and Entrepreneurs at Potomac Business Capital. He has been an entrepreneur, business owner, investment banker, and business finance advisor for more than 20 years. In addition to providing M&A advice, Todd has been a founding investor, board member, or part of the management team of several business ventures. He helps CEOs and entrepreneurs develop a successful exit strategy through his knowledge of the mid-market investment banking process.
Here’s a glimpse of what you’ll learn:
- [2:59] The challenges of hiring an outside CEO without equity
- [8:16] How private equity assesses and reduces risks from key hires
- [12:37] Structuring equity using share classes and incentive units
- [20:35] Advice for negotiating with salespeople and hiring CEOs
- [25:03] How and when to communicate a sale to employees
In this episode…
Navigating key players in a transaction is critical for agency founders looking to maximize value, but how can they manage CEOs, sales leaders, and staff whose roles heavily impact a deal?
M&A advisor Todd Taskey discusses the challenges of hiring key people and how private equity buyers evaluate leadership teams. With guest host Dr. Jeremy Weisz of Rise25, Todd shares real-world examples of negotiating non-competes, structuring equity with incentive units, and communicating with employees during due diligence.
Resources mentioned in this episode:
Sponsor for this episode…
This episode is brought to you by Fiscal Advocate.
Fiscal Advocate builds, integrates, and manages financial infrastructure to grow your firm.
They create metrics and models to help agencies understand their unique position in the market, making them attractive to potential buyers.
To learn more and get started, visit https://fiscaladvocate.com/contact/.
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.
