How Agency Founders Are Accelerating Growth and Realizing “Full Value”
Todd Taskey, the M&A Advisor at Potomac Business Capital, shares the various opportunities in private equity. With guest host Jeremy Weisz of Rise25, Todd discusses how to capitalize on market opportunities for growth, the private equity criteria for agencies, and why founders shouldn’t worry about the decline in private equity money.
What Do Great M&A Strategists Really Seek From an Acquisition?
Jeff Reynolds, the CEO of Agital, walks through his process for acquiring businesses. With host Todd Taskey, Jeff shares his business acquisition and integration processes, entrepreneurs’ most difficult adjustments following an acquisition, and how to acquire businesses effectively.
Master Class in Selecting a Private Equity Partner
Jeff King, the CEO of Barkley, describes the process of finding a private equity partner. With host Todd Taskey, Jeff shares the benefits of partnering with private equity, how to communicate transactions to your team, and his journey from an intern to the CEO of Barkley.
The Path Less Traveled to CEO
Patrick Briggs, the CEO of Semify, shares his trajectory to CEO following an acquisition. With host Todd Taskey, Patrick explains how he maximized Semify’s value after the transaction, the qualities of an exceptional CEO, and how he discovered Broadtree Partners.
Becoming Executive Chairman
Lance Loveday, the Chairman of Closed Loop, shares his trajectory from CEO to Chairman. With host Todd Taskey, Lance shares how Closed Loop acquired a creative team through acqui-hiring, why he has declined opportunities from private equity, and how to integrate new employees following an acqui-hire.
Can You Really Be a “Platform Investment” at $1.25m EBITDA?
David Slenzak, the Co-founder and Managing Partner at Broadtree Partners, talks about how he builds and scales platform companies. With host Todd Taskey, David explains how he constructs and invests in sales teams, Broadtree Partners’ ideal companies, and how he navigates management transfers during growth and acquisition.
Lessons and Insights From a 3X Founder
CEO and Managing Partner of From the Future, Lance Hollander, talks about the conditions of his merger. With host Todd Taskey, Lance explains how agency owners can navigate a non-compete agreement, how he capitalized on post-transaction opportunities, and his tips for maximizing the value of each transaction.
When Everything Works Perfectly (Really)
Ned MacPherson, the Founder and Growth Lead at Endrock, talks about the due diligence process of his recent transaction. With host Todd Taskey, Ned describes how to assess value and structure deals, how building a relationship with his buyer helped accelerate his company, and what you should know about partnering with private equity.
How Being Strategically Acquired Accelerated This Entrepreneur’s Dream & Expanded His Vision
Founder and CEO of Digital Impulse, Andrew Kolidas, talks about his acquisition journey. With host Todd Taskey, Andrew shares how he structured his transaction, why he leveraged a banker to navigate his acquisition, and his involvement in future deals.
Hidden Tax and Benefit Opportunities Founders Always Overlook
Founder and President of Fahmy & Associates, Ken Fahmy, shares tax benefit opportunities for small business owners. With host Todd Taskey, Ken discusses investment plans for tax deductions, how to manage your finances to prepare for an exit, and the value of business beneficiary plans.
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.