What Makes an Acquisition Strategy Really Work?
Kevin Buerger, the CEO of Labelium US, talks about profitable acquisition strategies. With host Todd Taskey, he shares how he aligns values and culture for acquisition targets, his transition from an equity analyst to a digital marketing leader, and his strategic growth strategies.
From 600 Global Clients To Losing $1.1M To a Profitable Recurring Revenue Business
The CEO of Get Levrg, Jamie Shanks, explains how he restructured his business to escape from debt. With host Todd Taskey, Jamie discusses the significance of recurring revenue, the power of strategic outsourcing, and how to cut costs without compromising service quality.
The Delicate Art of Transitioning From Founder to CEO
Strategic coach and facilitator Bruce Eckfeldt talks about his high-level coaching process for founders and CEOs. With host Todd Taskey, Bruce addresses the challenges founders face when shifting to CEO and how he helps companies scale and exit.
The Delicate Art of Buying Out a Partner
Kevin Wilhelm, the Founder and President of POD Marketing, shares how he bought out his partner. With host Todd Taskey, Kevin talks about the value of investment risks, how to navigate complex business negotiations, and how he founded a partner-led company.
How a 33% “Roll Forward” Results in 47.8% Equity Ownership
Lindsay Frey, Co-founder and President of demandDrive, talks about how she gained equity ownership through a strategic acquisition. With host Todd Taskey, Lindsay shares demandDrive’s founding story, how she grew the business through creative deals and strategic partnerships, and her most significant learning curves throughout the process.
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.
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.