How 7-Figure License Deals Paved the Way for a Dramatic Exit
Steven shares how he built up Binary Tree during his time as CEO, why he decided to exit the company, and how he structured the transaction.
Successfully Selling Without “Ever Going to Market”
CEO of Ramsay Innovations and former Founder and CEO of Rise Interactive, Jon Morris, shares how he found a great partner to sell his company to. With host Todd Taskey, Jon shares why he is completely happy with how the transaction turned out, how they structured the sale fairly, and why he decided to start Ramsay Innovations soon after his exit.
How to Recognize the “Time to Maximize Success”
Founder and CEO of VariQ, Ben Edson discusses his journey from buyer to seller. With host Todd Taskey, Ben shares how he built up VariQ, why he decided to sell the company, and how he made it a successful transaction.
Year in Review
Investment banker and M&A Advisor at Potomac Business Capital, Todd Taskey, discusses what you need to know for successful transactions from the last year of podcast guests. With Dr. Jeremy Weisz of Rise25, Todd discusses several transactions he helped coordinate, stories of incredible founders, and the nitty-gritty details that make a transaction profitable for both parties.
How Entrepreneurs Recognize Opportunity When it Appears in Unusual Forms
Co-founder and Chief Growth Officer of High Level Marketing (HLM), Wesley Mathews, shares how he found the best possible opportunity for an exit. Wesley sits down with host, Todd Taskey, to discuss why he decided to sell HLM to Scott Bell, how it’s benefited the business, and the financial details of the transaction.
All The Stuff You Wish You Knew: Common Stock, Preferred Returns, Projections, Working Capital, Non-Compete, and More
Gregg Gallant, describes the process of selling the company and recently getting a second bite. With host Todd Taskey, Gregg explains the financial deals and structure of the first transaction, lessons he learned along the way, and his current business goals.
When Bad Things Happen to Good Entrepreneurs
Former CEO and Co-founder of Vemo Education, Tonio DeSorrento, shares his story of raising capital for a new business. With host Todd Taskey, Tonio explains the process of finding investors, why a good lawyer is worth the price, and how he overcame multiple setbacks in the process of starting Vemo Education.
Creating a $50M Business with a Unique Second Bite
President of AC4S Technologies, Hugh Campbell, shares the story of exiting AC4S and starting AC4S Technologies. With host Todd Taskey, Hugh explains the structural details of the transaction, the challenges of merging businesses, and the ideal circumstances for an exit.
From Pokemon to $250M in Office Chairs: Lessons From the Incredible Entrepreneurial Journey of a High School Student
Co-founder of Acadia, Sean Belnick, shares the story of his previous entrepreneurial success, BizChair. With host Todd Taskey, Sean explains the guiding principles that brought him success, how he managed a successful exit, and the future plans for his current company, Acadia.
Crash and Burn Lessons Create eCommerce Champion
Founder and Chief Product Officer at Whitebox, Robert Wray, talks about how the failure of one business led to the triumphant success of another. With host Todd Taskey, Robert discusses lessons he learned the hard way, why the team you surround yourself with is crucial, and how he’s created an e-commerce empire with Whitebox.
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.