![[Agency Growth Advisors Series] Lessons From the Big Dogs: What Smaller Agencies Haven’t Quite Figured Out](https://potomacbusinesscapital.com/wp-content/uploads/2024/11/agency-growth-advisor-series-2.jpg)
[Agency Growth Advisors Series] Lessons From the Big Dogs: What Smaller Agencies Haven’t Quite Figured Out
In the early stages, small agencies may struggle to grow to the scale of more established agencies. What are the growth secrets of large agencies, and how can you harness them?
Be the Roller, Join the Roller, or Get Rolled – Winning With Private Equity Part 2
Robert Glazer, Founder and Chairman of the Board of Acceleration Partners, talks about his experience getting acquired by private equity. With host Todd Taskey, Robert shares how he collaborated with board members to expand his service capabilities, how to partner with private equity, and how he transitioned into a new role post-acquisition.
Be the Roller, Join the Roller, or Get Rolled – Winning With Private Equity
Robert Glazer, the Co-founder and Chairman of the Board of Acceleration Partners, talks about his private equity rollover. With host Todd Taskey, Robert shares how he selected a private equity firm and structured his rollover, why he partnered with private equity to accelerate growth, and the aftermath of his company’s transaction.
What Happens When the Founder Sells to Employees?
Jamie Birch, the Founder of JEBCommerce, shares how he sold his agency to his employees. With host Todd Taskey, Jamie explains how he initiated the transaction, how he adapted to its outcome, and the sale structure.
![[Agency Growth Advisors Series] Agency Growth Questions: A Checklist for Founders](https://potomacbusinesscapital.com/wp-content/uploads/2024/10/agency-growth-advisor-series-3.jpg)
[Agency Growth Advisors Series] Agency Growth Questions: A Checklist for Founders
Bruce Eckfeldt, Dr. Jeremy Weisz, Ian Garlic, Tim Kilroy, Aaron Levenstadt, Jason Swenk, and Joshua Johnston discuss the inquiries pivotal to improving agency performance. With host Todd Taskey, they offer insights like delegating unproductive tasks, identifying your company’s revenue drivers, and strategic planning for your growth goals.
Reflections (10 Years Later) Selling to a Public Holding Company
Mitch Meyers, a Partner at BeLeaf Medical and the CEO of The BeLeaf Company, talks about selling her creative boutique to a public holding company. With host Todd Taskey, Mitch shares how she acquired brands in the alcohol industry, the roadblocks she experienced scaling her first agency, and how to navigate transactions.
![[Agency Growth Advisors Series] An Introduction to Agency Growth: Helping Agency Owners Identify Their Biggest Challenges](https://potomacbusinesscapital.com/wp-content/uploads/2024/09/agency-growth-advisor-series-thumbnail.jpg)
[Agency Growth Advisors Series] An Introduction to Agency Growth: Helping Agency Owners Identify Their Biggest Challenges
Jason Swenk, Joshua Johnston, Bruce Eckfeldt, Tim Kilroy, Dr. Jeremy Weisz, Ian Garlic, and Aaron Levenstadt talk about their methods for agency growth. With host Todd Taskey, the founders share insights like driving strategic growth, how to attract clients, and how to build an eight-figure agency.
Lessons, Learnings & Freedom From Transaction #1
Aaron Levenstadt, the Founder of Join Agency Alliance, talks about his agency’s strategic exit. With host Todd Taskey, Aaron shares the deal’s inner workings, why selling his company increased his risk tolerance, and his endeavors with Join Agency Alliance.
Will the Third Time Be the Charm???
The Head of Business Development at eHouse, Adam Hanin, talks about his entrepreneurial wins and losses, including multiple company acquisitions. With host Todd Taskey, Adam describes how his failures created profitable new ventures, the lessons he learned when negotiating transactions, and how he transformed a licensing deal into an e-commerce fashion business.
PE Insight Series: What Drives TRUE Value in a Transaction?
Casey Swercheck, Joshua Bilmes, Nick Moritsugu, Bill Sommerschield, Trenton Sisson, Brian Schmidt, Bill Dyer, and John Findlay talk about the top value drivers in transactions. With host Todd Taskey, they explain the importance of high-growth structures, culture and leadership, industry expertise, and product-market fit in investors’ final decisions.
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.