First Time Exit and Proper Positioning for Big Second Bite
Co-founders and Managing Partners at Pivot CMO, Fred Chiang and Shawn Sheikh, talk about what it takes to build an effective strategic business partnership while protecting your company in the process. With host, Todd Taskey, they share their insights on finding, developing, and maintaining an effective and collaborative relationship.
Key Requirements for a Successful Tuck-In Acquisition
CEO of Brainlabs, US, Jeremy Cornfeldt, discusses what to look for when evaluating a potential buyout. With Todd Taskey, he highlights the importance of company culture and management styles when it comes to acquisitions and shares valuable insights on how to get a favorable valuation.
How the Seller Gets 90% Cash at Close and the Employees Get the Company 10 Years Later
Michael Brown is the Co-founder of Teamshares, a company that buys small businesses from retiring owners. He is also a Partner at Coles Bay Group and the Director at All Type Electric. Previously, Michael was the Director of Corporate Advisory at Perella Weinberg Partners and a Research Associate...
The #1 Value Creation Idea From the Inc. 500 CEO Project
CEO and Managing Partner at Inc. CEO Project, Jim Schleckser, talks about successful CEOs. With Todd Taskey, he discusses how they coach their CEOs, the stumbling blocks involved when hiring a CEO, and ways to make a business more valuable. Tune in to learn how your outcome is determined by the people you spend the most time with and more.
How 7-Figure License Deals Paved the Way for a Dramatic Exit
Steven shares how he built up Binary Tree during his time as CEO, why he decided to exit the company, and how he structured the transaction.
Successfully Selling Without “Ever Going to Market”
CEO of Ramsay Innovations and former Founder and CEO of Rise Interactive, Jon Morris, shares how he found a great partner to sell his company to. With host Todd Taskey, Jon shares why he is completely happy with how the transaction turned out, how they structured the sale fairly, and why he decided to start Ramsay Innovations soon after his exit.
How to Recognize the “Time to Maximize Success”
Founder and CEO of VariQ, Ben Edson discusses his journey from buyer to seller. With host Todd Taskey, Ben shares how he built up VariQ, why he decided to sell the company, and how he made it a successful transaction.
Year in Review
Investment banker and M&A Advisor at Potomac Business Capital, Todd Taskey, discusses what you need to know for successful transactions from the last year of podcast guests. With Dr. Jeremy Weisz of Rise25, Todd discusses several transactions he helped coordinate, stories of incredible founders, and the nitty-gritty details that make a transaction profitable for both parties.
How Entrepreneurs Recognize Opportunity When it Appears in Unusual Forms
Co-founder and Chief Growth Officer of High Level Marketing (HLM), Wesley Mathews, shares how he found the best possible opportunity for an exit. Wesley sits down with host, Todd Taskey, to discuss why he decided to sell HLM to Scott Bell, how it’s benefited the business, and the financial details of the transaction.
All The Stuff You Wish You Knew: Common Stock, Preferred Returns, Projections, Working Capital, Non-Compete, and More
Gregg Gallant, describes the process of selling the company and recently getting a second bite. With host Todd Taskey, Gregg explains the financial deals and structure of the first transaction, lessons he learned along the way, and his current business goals.
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.