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.
How to Structure an Earn Out and Avoid Big & Expensive Mistakes
Investment banker and M&A Advisor at Potomac Business Capital, Todd Taskey, talks about how to avoid the common pitfalls that can happen when structuring an earn-out. With Dr. Jeremy Weisz of Rise25, Todd discusses the criteria for a successful earn-out, tips for negotiating with a private equity firm, and the Waterfall principle of acquisition.
“Open Book Management:” The Key to Winning the Game of Business
Author, speaker, and Vice President of The Great Game of Business, Steve Baker, shares the revolutionary idea of open-book management. Steve sits down with host, Todd Taskey, to discuss why teaching your employees the fundamentals of business will boost their involvement and work ethic, how to begin implementing principles from the book, The Great Game of Business, and why a clear picture of your financial situation is essential during a transaction.
Understand and Profit from The Entrepreneur’s Paradox
Entrepreneur and Author of The Entrepreneur’s Paradox, Curtis Morley, shares his expertise for building startups successfully. Curtis sits down with host, Todd Taskey, to discuss the common challenges for entrepreneurs, how to give up control in order to grow your business, and the importance of maintaining focus on your company goals and culture.
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.