Todd Taskey is an investment banker and M&A Advisor at Potomac Business Capital, a company focused on helping businesses with company evolution, exit planning, and M&A investing. Before joining Potomac, Todd was the Principal (Certified Financial Planner) at Solutions Planning Group, Inc. Todd is an Angel Investor for many companies including Zoomph, StreetShares, and LiveSafe.
Here’s a glimpse of what you’ll learn:
- Todd Taskey shares a case study about a company that was worried about selling too soon
- What are the biggest concerns companies have when they’re being acquired?
- Todd talks about why certain deals don’t work out
- Why the learning process that comes with selling a company is so valuable — even if you don’t sell right away
In this episode…
What are the challenges of selling, and how do you know if you’re selling too soon? What are the best ways to structure a deal for maximum value?
Investment banker and M&A Advisor at Potomac Business Capital, Todd Taskey, talks about the challenges and rewards of selling your company. With Dr. Jeremy Weisz of Rise25, Todd shares stories of businesses that failed and succeeded in selling, tips for becoming more confident in your deal, and advice on how to measure (and increase) the value of your company. Stay tuned.
Resources Mentioned in this episode
- Todd Taskey on LinkedIn
- Potomac Business Capital
- Dr. Jeremy Weisz on LinkedIn
- Rise25
- E. Cohen
- “Advanced Ideas That Will Increase EBITDA This Year” with Don Keninitz on the Second Bite Podcast
- “How Two Sentences Could be the Difference in Making Another Seven Figures — or More” with Todd Taskey on the Second Bite Podcast
Sponsor for this episode…
This episode is brought to you by Potomac Business Capital, where we help businesses in the lower middle market maximize their value.
By putting a unique twist on the typical banking process, we create satisfied, wealthy clients who make an impact on the world.
Over the past 15 years, we have perfected our strategies for M&A advising and exit planning to guide clients through everything — from pre-deal planning to closing.
To learn more, visit potomacbusinesscapital.com or email todd@potomacbusinesscapital.com.
