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.
From Entry Level Strategist to Company CEO to 2X Private Equity Success Story
CEO of Perform[cb], Erin Cigich, shares her expertise after two successful acquisitions with the same company. Erin sits down with host, Todd Taskey, to discuss her 15-year journey from an entry-level position to CEO, the best ways to involve your top executives during an exit, and how to figure out which offer is best for your company.
College Entrepreneur to Inc 500: Insights From A Seller Turned Buyer
CEO of High Level Marketing, Scott Bell, gives an insider’s look at acquisition from both the buyer and seller perspective. Scott sits down with host, Todd Taskey, to discuss the process of selling his first business, what buyers look for in a business, and why he decided against partnering with a private equity firm.
Insider View of Private Equity for Family and Founder Businesses
Partner at Trivest, Jamie Elias, shares exclusive details about private equity for family and founder businesses. Jamie sits down with host, Todd Taskey, to discuss what sets Trivest apart from other private equity firms, how their team grows companies for a successful merger or acquisition, and the secret to Trivest’s success.
![How Managing Industry Complexity Creates Niche Expertise and Valuable Agency [Going it Alone Series]](https://potomacbusinesscapital.com/wp-content/uploads/2021/09/alex-porter-min.jpg)
How Managing Industry Complexity Creates Niche Expertise and Valuable Agency [Going it Alone Series]
Alex Porter is the CEO of Location3, a Denver-based digital marketing agency. Location3 was founded in 1999 to provide global direct response results to clients by leveraging search engine marketing and display media.
![How This Founder Survived Near Death Before Mastering “The Game of Business” to Create (and Share) Outsized EBITDA [Going it Alone Series]](https://potomacbusinesscapital.com/wp-content/uploads/2021/09/Alex-membrillo-min.jpg)
How This Founder Survived Near Death Before Mastering “The Game of Business” to Create (and Share) Outsized EBITDA [Going it Alone Series]
Alex Membrillo, CEO of Cardinal Digital Marketing, shares how he bounced back from failure to create a nationally renowned agency. Alex sits down with host, Todd Taskey, to discuss the ups and downs of creating Cardinal Digital Marketing, what he learned during his lowest moments, and why integrity and quality talent are essential for agency growth.
Sold Twice, Bought Several: The Remarkable Story Behind a $100M Digital Business
Matt Wilson, President and Chief Operating Officer of Eastport Holdings, shares his story of selling his business to join a $100M digital agency. Matt sits down with host, Todd Taskey, to discuss the importance of understanding the legal language of a transaction, why you should always trust your gut, and how the team at Eastport Holdings decides which companies to acquire.
How an Unexpected “Knock at the Door” Resulted in a Fortune for Two First-Time Entrepreneurs
Senior Advisors at Coforge, Korby Wright and Mark Covrig, talk about the successful valuation formula that earned them millions from their transaction. Along with host Todd Taskey, they discuss the signs that tell you to sell your company, how to get a second bite, reaping the benefits of a transaction for years to come, and much more.
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.