How AI Agents Are Helping Agency Founders Create 70% Margins
Jordan Ross is the Founder and CEO of 8 Figure Agency, a consultancy that helps digital marketing agencies scale to seven- and eight-figure revenues through AI-powered systems. With over a decade of experience, he managed more than 2,500 employees while working at...
Closed Transaction: The CTO’s Perspective
Doug Hathaway is the Co-founder and CTO/CPO of LawFi, a legal fintech platform that helps consumers and small businesses finance legal services. With over 20 years of experience in software engineering, he co-founded DadeSystems, a SaaS platform for Fortune 500...
Trust, Equity, and AI: The Surprising Deal Behind Levergy’s Sale To KickCharge
Ryan Redding is the Founder and Business Growth Coach at Eightfold Advantage, a growth-coaching practice that helps entrepreneurs restore operational clarity, increase profitability, and prepare businesses for exit. Before Eightfold Advantage, Ryan was the Owner of...
How To Navigate Key Staff in Your Agency Exit
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...
From Startup to Strategic Powerhouse: Jeff Spanbauer’s Journey Through the PE Growth Machine
Jeff Spanbauer is the Founder and Chairman of the Board at Relevate Health, a healthcare marketing firm. Under his leadership, Relevate Health has expanded through four acquisitions and achieved significant revenue growth, earning recognition, including the Inc. 5000...Meet the Host
Todd Taskey
M&A Advisor for CEO's & Entrepreneur's
Todd is a 20+ year entrepreneur, business owner, investment banker and business finance advisor. In addition to M&A advice and investment banking activities, Todd has been a founding investor, board member or part of the management team of several business ventures.