Creating Winning Business Deals: A Compilation of Strategies

Creating Winning Business Deals: A Compilation of Strategies

Todd Taskey

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.

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Here’s a glimpse of what you’ll learn:

  • [1:27] Considerations for selecting an investment banker
  • [3:06] How to identify your transaction goals
  • [4:10] Unique equity deal structures
  • [5:43] The importance of building trust with transaction partners
  • [6:44] What is the role of reps and warranties insurance in transactions?

In this episode…

Maximizing business value through transactions requires considering factors like selecting investment bankers and partners, structuring equity, and determining your ultimate goal. How can you make informed transaction decisions for your company’s growth?

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.

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.