How Do I Know the Timing Is Right? (Founder Question Series)
Jon Morris, Matt Sunshine, Mike Vertal, Lance Hollander, Erin Cigich, Lindsay Frey, Peter Stavisky, Andrew Kolidas, and Kevin Biondi talk with host Todd Taskey about determining the right time to sell your business. Together, they emphasize considering market conditions and growth trajectories and the importance of capital, resources, personal aspirations, and employee welfare in timing the sale.
When and How Do I Disclose to My Company, Customers, and the Public? (Founder Question Series)
Jon Morris, Matt Sunshine, Mike Vertal, Lance Hollander, Erin Cigich, Lindsay Frey, Peter Stavisky, Andrew Kolidas, and Kevin Biondi talk with host Todd Taskey about when and how to disclose transaction details to your team, customers, and the public. Together, they discuss the impact company culture has on transaction disclosures, how to communicate a transaction to various stakeholders, and how to balance transaction disclosure timing between parties.
When Do I Bring My Management Team Into the Loop? (Founder Question Series)
Jon Morris, Matt Sunshine, Mike Vertal, Lance Hollander, Erin Cigich, Lindsay Frey, Peter Stavisky, Andrew Kolidas, and Kevin Biondi talk with host Todd Taskey about involving your executive team in a transaction. Together, they discuss how disclosure timing impacts equity structure, how to relay transaction plans during due diligence, and the importance of culture fit during the process.
Do I Have a Boss Now? (Founder Question Series)
Jon Morris, Matt Sunshine, Mike Vertal, Lance Hollander, Erin Cigich, Lindsay Frey, Peter Stavisky, Andrew Kolidas, and Kevin Biondi talk with host Todd Taskey about whether founders will have a boss following a transaction.
Growing from $10M to $160M to $0 Successfully
President of Bradley Media Holdings and Atlantic Media, Michael Finnegan talks about how he facilitated asset sales. With host Todd Taskey, Michael shares how he transformed Bradley Media Holdings’ financial operations, three ways you can prepare for a business sale, and how to increase asset value.
Accelerate Don’t Exit – A New Model for Founders
Todd Taskey, the M&A Advisor at Potomac Business Capital, discusses the benefits of partnership acquisitions. With guest host Chad Franzen of Rise25, Todd shares the process of business acquisitions, the external forces impacting transactions, and the companies qualifying for partnership transactions.
Speed M&A™ – The Evolution of Legal Support for Transactions
Robyn Siers, a Partner at JonesSpross, shares the key components of a strategic M&A process. With host Todd Taskey, Robyn explains how to navigate an earnout while maximizing equity, the purpose of a letter of intent, and why you may want to consider representation and warranty insurance.
Life Lessons For Entrepreneurs from an Early Yahoo & Facebook Exec Turned Professional Comedian
Paul Ollinger, the host of the Crazy Money Podcast, talks about his transition from a Yahoo and Facebook executive to a professional comedian. With host Todd Taskey, Paul shares his favorite books about money, the lessons he learned from his early days at Facebook and Yahoo, and why he became a comedian.
Why a Public Company CEO Left the “Job of a Lifetime” To Work Out of His Sweaty Garage PT 2
The Co-founder and Partner of CourtAvenue, Dan Khabie, reveals his decision to leave a public company to launch a business. With host Todd Taskey, Dan talks about how he engaged in a risky deal to transition companies, the key criteria for getting acquired, and CourtAvenue’s future M&A and growth plans.
Why a Public Company CEO Left the “Job of a Lifetime” To Work Out of His Sweaty Garage PT 1
Dan Khabie, the Co-founder and Partner of CourtAvenue, talks about his decision to sell his public company. With host Todd Taskey, Dan reveals how he navigated low valuation during due diligence, his journey into entrepreneurship, and how he approached his transaction.
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.