![[Agency Growth Advisors Series] Agency Growth Questions: A Checklist for Founders](https://potomacbusinesscapital.com/wp-content/uploads/2024/10/agency-growth-advisor-series-3.jpg)
[Agency Growth Advisors Series] Agency Growth Questions: A Checklist for Founders
Bruce Eckfeldt, Dr. Jeremy Weisz, Ian Garlic, Tim Kilroy, Aaron Levenstadt, Jason Swenk, and Joshua Johnston discuss the inquiries pivotal to improving agency performance. With host Todd Taskey, they offer insights like delegating unproductive tasks, identifying your company’s revenue drivers, and strategic planning for your growth goals.
Reflections (10 Years Later) Selling to a Public Holding Company
Mitch Meyers, a Partner at BeLeaf Medical and the CEO of The BeLeaf Company, talks about selling her creative boutique to a public holding company. With host Todd Taskey, Mitch shares how she acquired brands in the alcohol industry, the roadblocks she experienced scaling her first agency, and how to navigate transactions.
![[Agency Growth Advisors Series] An Introduction to Agency Growth: Helping Agency Owners Identify Their Biggest Challenges](https://potomacbusinesscapital.com/wp-content/uploads/2024/09/agency-growth-advisor-series-thumbnail.jpg)
[Agency Growth Advisors Series] An Introduction to Agency Growth: Helping Agency Owners Identify Their Biggest Challenges
Jason Swenk, Joshua Johnston, Bruce Eckfeldt, Tim Kilroy, Dr. Jeremy Weisz, Ian Garlic, and Aaron Levenstadt talk about their methods for agency growth. With host Todd Taskey, the founders share insights like driving strategic growth, how to attract clients, and how to build an eight-figure agency.
Lessons, Learnings & Freedom From Transaction #1
Aaron Levenstadt, the Founder of Join Agency Alliance, talks about his agency’s strategic exit. With host Todd Taskey, Aaron shares the deal’s inner workings, why selling his company increased his risk tolerance, and his endeavors with Join Agency Alliance.
Will the Third Time Be the Charm???
The Head of Business Development at eHouse, Adam Hanin, talks about his entrepreneurial wins and losses, including multiple company acquisitions. With host Todd Taskey, Adam describes how his failures created profitable new ventures, the lessons he learned when negotiating transactions, and how he transformed a licensing deal into an e-commerce fashion business.
PE Insight Series: What Drives TRUE Value in a Transaction?
Casey Swercheck, Joshua Bilmes, Nick Moritsugu, Bill Sommerschield, Trenton Sisson, Brian Schmidt, Bill Dyer, and John Findlay talk about the top value drivers in transactions. With host Todd Taskey, they explain the importance of high-growth structures, culture and leadership, industry expertise, and product-market fit in investors’ final decisions.
PE Insight Series: Eliminating Friction in Deal Negotiations
Casey Swercheck, Joshua Bilmes, Nick Moritsugu, Bill Sommerschield, Trenton Sisson, Brian Schmidt, Bill Dyer, and John Findlay talk about the common sources of friction during transactions. With host Todd Taskey, they discuss the value of attorney involvement, disputes around representation and warranties, and how comprehensive LOIs and due diligence reduce these friction points.
PE Insight Series: The Inner Workings of an Investment Committee
Casey Swercheck, Joshua Bilmes, Nick Moritsugu, Bill Sommerschield, Trenton Sisson, Brian Schmidt, Bill Dyer, and John Findlay demystify investment committees. With host Todd Taskey, the guests discuss the inner workings of these committees, how they assess companies and deals, and how they differ between large and small firms.
PE Insight Series: What Kills a Deal? PE Executives Weigh In
Casey Swercheck, Joshua Bilmes, Nick Moritsugu, Bill Sommerschield, Trenton Sisson, Brian Schmidt, Bill Dyer, and John Findlay talk about the most common deal killers. With host Todd Taskey, the executives discuss the importance of transparency, how to align expectations before signing an LOI, and how visibility and performance impact deal closure.
PE Insight Series: First Impressions: PE Executives’ Investment Criteria
Casey Swercheck, Joshua Bilmes, Nick Moritsugu, Bill Sommerschield, Trenton Sisson, Brian Schmidt, William Dyer, and John Findlay share their first impression requirements. With host Todd Taskey, the private equity executives talk about their elimination criteria for investment decks, the number of investments they evaluate each week, and how to craft a compelling pitch that resonates with investors.
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.