Understanding “Buy Side Banking”
Joe Zanca, Managing Partner of DealGen Partners, discusses how businesses can prepare for acquisitions. With host Todd Taskey, Joe shares how DealGen helps private equity firms uncover off-market opportunities, how founder motivations, deal readiness, and realistic expectations shape outcomes, and the importance of timing and transparency.
When a Transaction Accelerates Growth – Avoiding Agency Building
Matt Rosenfeld, Founder and CEO of Crush, talks about his recent acquisition. With host Todd Taskey, he shares why he pursued a transaction early in his company’s life cycle, how he navigated the due diligence process, and the criteria he used to select the ideal partner.
Insider’s View of a 60-Day Asset Sale
Joel Green, Founding Partner of Outliant, shares how he built an agency before selling it to private equity. With host Todd Taskey, Joel discusses how he shifted to telemedicine ventures, how he prepared the agency for sale, and the importance of transparency and fit when selecting a buyer.
“How Did You Arrive at That Number…?”
Raj Khera, the Founder and CEO of MakeMEDIA, shares his experience building and selling successful companies. With host Todd Taskey, Raj talks about structuring equity, scaling businesses, and identifying the right time to sell.
Creating Winning Business Deals: A Compilation of Strategies
David Rodnitzky, Robert Glazer, Lindsay Frey of damandDrive, Kevin Wilhelm of POD Marketing, and Brian Schmidt of Court Square Capital Partners share insights on transactions in this compilation episode. With host Todd Taskey, the guests talk about the role of reps and warranties insurance, how to select investment bankers and partners, and how to structure equity in transactions.
Value Created From a Process (Even Without a Transaction)
Chris Peer, the President and CEO of SyncShow, discusses his discoveries about postponing a private equity transaction. With host Todd Taskey, Chris shares insights on value-driven growth, how to navigate the transaction process, and the outcomes of a paused transaction.
Founder Lessons From a CEO Whisperer
Tim Martinez, the Founder and President of The Inside Man, shares how business owners can overcome growth challenges. With host Todd Taskey, Tim talks about the role of debt in transactions, the value of intentional growth, and why founders are often hesitant to sell their companies.
Lessons Learned – Selling to a HoldCo
The Founder of NYLAQ Advisors, Dr. James Gregory, talks about selling his ad agency to a holding company. With host Todd Taskey, Dr. Gregory shares how he closed the transaction, his role after the sale, and why he decided to sell his agency.
![[Agency Growth Advisors Series] Rapid-Fire Segment: Invaluable Resources From Agency Owners](https://potomacbusinesscapital.com/wp-content/uploads/2024/12/agency-growth-advisors-series-episode-4-thumbnail-min.jpg)
[Agency Growth Advisors Series] Rapid-Fire Segment: Invaluable Resources From Agency Owners
Bruce Eckfeldt, Dr. Jeremy Weisz, Ian Garlic, Tim Kilroy, Aaron Levenstadt, Jason Swenk, and Joshua Johnston share where they gain their inspiration. With host Todd Taskey, they discuss how to select podcast guests, the value of listening to entrepreneurs’ stories, and their recommended industry thought leaders.
Selling Your Marketing Agency – Lessons From a Remarkable Story Part 2
David Rodnitzky, the Founder of David Rodnitzky Consulting, shares insights from his agency sale. With host Todd Taskey, David covers trends in the agency M&A space, the importance of your gross margin, and why you should hire a law firm and investment banker.
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.