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.
Selling Your Marketing Agency – The Remarkable Story Behind the Book Part 1
David Rodnitzky, the Founder of David Rodnitzky Consulting, talks about his agency’s sales, from private equity to international buyers. With host Todd Taskey, David details the difference between selling to private equity and public companies, how he built his agency, and how he pivoted after his initial failed transaction.
![[Agency Growth Advisors Series] Don’t Get Stuck With “Yes” People: Where Agency Owners Source Their Feedback](https://potomacbusinesscapital.com/wp-content/uploads/2024/11/agency-growth-advisors-series-episode-3-thumbnail-min.jpg)
[Agency Growth Advisors Series] Don’t Get Stuck With “Yes” People: Where Agency Owners Source Their Feedback
Bruce Eckfeldt, Dr. Jeremy Weisz, Ian Garlic, Tim Kilroy, Aaron Levenstadt, Jason Swenk, and Joshua Johnston share their clients’ most valuable feedback sources. With host Todd Taskey, they delve into why you should seek outside perspectives, the importance of acquiring a mentor for each stage of growth, and how to implement frameworks to solve growth challenges.
![[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.
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.