Todd Taskey's guest appearances

Todd Taskey

Smart Business Revolution | Turn Relationships into Revenues | Networking | More Clients | Relationship Advice

Agency Journey

INspired INsider Podcast

Stride 2 Freedom

Best Damn Agency Podcast

Second Bite Podcast

Gray MacKenzie

Chris Dreyer

Joey Gilkey

Justin Christianson

Jason Swenk

Drew McLellan

Marcel Petitpas

Jason Smith

Shaun Clark

Michael Rose

AJ Wilcox

Jeremy Weisz

Mike Michalowicz

Joe Pulizzi

Matt Sunshine

OwlTail

Todd Taskey has been an entrepreneur, business owner, investment banker, and business finance advisor for over 20 years. He is currently the M&amp;A Advisor at Potomac Business Capital, where he helps CEOs and entrepreneurs maximize their company’s value and develop a successful exit strategy. His specialties include M&amp;A, strategic acquisition, divestitures, and more. In addition to his role at Potomac Business Capital, Todd is an angel investor at multiple companies including Zoomph, StreetShares, and LiveSafe. He is also the host of the Second Bite podcast, where he talks with top CEOs and entrepreneurs about creating valuable companies through creative transactions. In this episode of the Smart Business Revolution Podcast, John Corcoran interviews Todd Taskey, M&amp;A Advisor at Potomac Business Capital, to share valuable insights for entrepreneurs and business owners interested in buying or selling a business. Todd discusses how his background as a financial advisor influenced his perspective as an M&amp;A advisor, the complex (but rewarding) process of helping businesses sell their assets, and the people that inspired him along the way.

Todd Taskey has been an entrepreneur, business owner, investment banker, and business finance advisor for over 20 years. He is currently the M&amp;A Advisor at Potomac Business Capital, where he helps CEOs and entrepreneurs maximize their company’s value and develop a successful exit strategy. His specialties include M&amp;A, strategic acquisition, divestitures, and more. In addition to his role at Potomac Business Capital, Todd is an angel investor at multiple companies including Zoomph, StreetShares, and LiveSafe. He is also the host of the Second Bite podcast, where he talks with top CEOs and entrepreneurs about creating valuable companies through creative transactions. In this episode of the Smart Business Revolution Podcast, John Corcoran interviews Todd Taskey, M&amp;A Advisor at Potomac Business Capital, to share valuable insights for entrepreneurs and business owners interested in buying or selling a business. Todd discusses how his background as a financial advisor influenced his perspective as an M&amp;A advisor, the complex (but rewarding) process of helping businesses sell their assets, and the people that inspired him along the way.

Todd Taskey | Wealth Management, Selling a Business to Goldman Sachs, and Helping CEOs and Entrepreneurs Buy and Sell Businesses

In this chat…Todd Taskey is the founder and CEO of Potomac Business Capital, an M&amp;A Advisory firm for digital marketing agencies. What's so illuminating in this podcast is how Todd guides us on a conversation to help business owners NOT think about selling their business as an exit many of his sellers to software that connects channel vendor data to MSP's to improve profitability. Listen to learn how Todd is making it happen at Potomac. Check out the podcast here.

In this chat…<a href="https://www.linkedin.com/in/toddtaskey/" rel="nofollow" target="_blank">Todd Taskey</a> is the founder and CEO of <a href="https://www.linkedin.com/company/potomacbusinesscapital/" rel="nofollow" target="_blank">Potomac Business Capital</a>, an M&amp;A Advisory firm for digital marketing agencies. What's so illuminating in this podcast is how Todd guides us on a conversation to help business owners NOT think about selling their business as an exit many of his sellers to software that connects channel vendor data to MSP's to improve profitability. Listen to learn how Todd is making it happen at Potomac. Check out the podcast <a href="https://stride.services/podcast/todd-taskey-merg…and-acquisitions/" rel="nofollow" target="_blank">here</a>.

Another Bite at the Apple with Todd Taskey,  CEO of Potomac Business Capital

Todd Taskey is an M&amp;A Advisor for CEOs and Entrepreneurs at Potomac Business Capital. For over 20 years, he has been an entrepreneur, business owner, investment banker, and business finance advisor. As well as offering M&amp;A advice and investment banking services, Todd has also been a founding investor, member of the Board of Directors, or part of the management team of several businesses. He helps CEOs and entrepreneurs develop a successful exit strategy by understanding the mid-market investment banking process.Todd sheds some light on what really goes down during an agency acquisition, what you need to prepare and strategize for an acquisition, when is the best time to exit, how to negotiate your way into getting the most value out of the deal, and what you should watch out for to prevent deals from falling through.This Cast Covers:A horrific story about mergers and acquisitions that prompted Todd to speak about this on the podcast (01:28)What’s mostly missing from these deals that are vital to know when selling your agency (05:15)Is narrowing down in a niche important in being acquired or does it differ among industries? (08:50)The most valuable thing an acquirer looks for to maximize your multiples when you do exit (12:54)Why you better have a signed letter of intent with your chosen acquirer (13:44)When you sign a letter of intent with somebody, those guys should be ecstatic that they were chosen as the acquirer because a couple of things will happen (13:44)Most common mistakes Todd sees agency owners making when getting on deals (13:55)Two critical things when looking at the size of EBITDA you should consider before selling your agency (18:17) Two key concepts that you need to know so you don’t lose a great deal of money in an acquisition (18:51) How to handle “deal fatigue” - a normal phenomenon most agency owners experience when going through the motions (24:43)What founders should be optimizing in their agencies today before considering being acquired (32:04) How important is EBITDA (earnings before interest, taxes, depreciation, and amortization) versus contract link and SD (seller discretionary)?Having these operations and systems in place before the acquisition will make the process run a whole lot smoother and easier (33:34)Are acquisitions a strategic play to grow their business or creating more havoc for an agency? (40:41)Additional Resources:The Sales Driven AgencyThe Best Damn Agency MastermindSecond Bite PodcastTodd Taskey on LinkedinPotomac Business Capital

Todd Taskey is an M&amp;A Advisor for CEOs and Entrepreneurs at Potomac Business Capital. For over 20 years, he has been an entrepreneur, business owner, investment banker, and business finance advisor. As well as offering M&amp;A advice and investment banking services, Todd has also been a founding investor, member of the Board of Directors, or part of the management team of several businesses. He helps CEOs and entrepreneurs develop a successful exit strategy by understanding the mid-market investment banking process.Todd sheds some light on what really goes down during an agency acquisition, what you need to prepare and strategize for an acquisition, when is the best time to exit, how to negotiate your way into getting the most value out of the deal, and what you should watch out for to prevent deals from falling through.This Cast Covers:<ul><li>A horrific story about mergers and acquisitions that prompted Todd to speak about this on the podcast (01:28)</li><li>What’s mostly missing from these deals that are vital to know when selling your agency (05:15)</li><li>Is narrowing down in a niche important in being acquired or does it differ among industries? (08:50)</li><li>The most valuable thing an acquirer looks for to maximize your multiples when you do exit (12:54)</li><li>Why you better have a signed letter of intent with your chosen acquirer (13:44)</li><li>When you sign a letter of intent with somebody, those guys should be ecstatic that they were chosen as the acquirer because a couple of things will happen (13:44)</li><li>Most common mistakes Todd sees agency owners making when getting on deals (13:55)</li><li>Two critical things when looking at the size of EBITDA you should consider before selling your agency (18:17) </li><li>Two key concepts that you need to know so you don’t lose a great deal of money in an acquisition (18:51) </li><li>How to handle “deal fatigue” - a normal phenomenon most agency owners experience when going through the motions (24:43)</li><li>What founders should be optimizing in their agencies today before considering being acquired (32:04) </li><li>How important is EBITDA (earnings before interest, taxes, depreciation, and amortization) versus contract link and SD (seller discretionary)?</li><li>Having these operations and systems in place before the acquisition will make the process run a whole lot smoother and easier (33:34)</li><li>Are acquisitions a strategic play to grow their business or creating more havoc for an agency? (40:41)</li></ul>Additional Resources:<ul><li><a href="http://www.salesdrivenagency.com/" rel="nofollow" target="_blank">The Sales Driven Agency</a></li><li><a href="https://www.bestdamnmastermind.com/" rel="nofollow" target="_blank">The Best Damn Agency Mastermind</a></li><li><a href="https://secondbite.libsyn.com/" rel="nofollow" target="_blank">Second Bite Podcast</a></li><li><a href="https://www.linkedin.com/in/toddtaskey/" rel="nofollow" target="_blank">Todd Taskey on Linkedin</a></li><li><a href="https://potomacbusinesscapital.com/" rel="nofollow" target="_blank">Potomac Business Capital</a></li></ul>

How to Sell Your Digital Agency Without Losing Your Shirt featuring Todd Taskey of Potomac Business Capital

Todd Taskey is an M&amp;A Advisor for CEOs and Entrepreneurs at Potomac Business Capital. He has been an entrepreneur, business owner, investment banker, and business finance advisor for more than 20 years.  In addition to M&amp;A advice and investment banking activities, Todd has been a founding investor, board member, or part of the management team of several business ventures. He helps CEOs and entrepreneurs develop a successful exit strategy by understanding the mid-market investment banking process. In this episode… What’s the most valuable thing you should know when selling your agency? Beyond that, how do you navigate the entire process, knowing that the buyer is coming with a team whose job is to close that deal? But you, on the other hand, are an expert at running your business and not much else. How do you ensure you’re not blindsided?  You’ll get answers to these defining questions and more, as Todd Taskey of Potomac Business Capital reveals the intricacies of an agency acquisition process. From the reasons why many deals fall through to knowing how your company is valued, Todd spares little to the imagination providing the finer details of selling your agency.  Listen to this episode of the Inspired Insider Podcast with Dr. Jeremy Weisz featuring M&amp;A Advisor for Potomac Business Capital, Todd Taskey. They discuss the most valuable thing an agency should know when selling their company, second bite, multiples, and how to determine what your business can sell for, why some acquisition deals fall through, and lots more. Stay tuned. 

Todd Taskey is an M&amp;A Advisor for CEOs and Entrepreneurs at Potomac Business Capital. He has been an entrepreneur, business owner, investment banker, and business finance advisor for more than 20 years.  In addition to M&amp;A advice and investment banking activities, Todd has been a founding investor, board member, or part of the management team of several business ventures. He helps CEOs and entrepreneurs develop a successful exit strategy by understanding the mid-market investment banking process. In this episode… What’s the most valuable thing you should know when selling your agency? Beyond that, how do you navigate the entire process, knowing that the buyer is coming with a team whose job is to close that deal? But you, on the other hand, are an expert at running your business and not much else. How do you ensure you’re not blindsided?  You’ll get answers to these defining questions and more, as Todd Taskey of Potomac Business Capital reveals the intricacies of an agency acquisition process. From the reasons why many deals fall through to knowing how your company is valued, Todd spares little to the imagination providing the finer details of selling your agency.  Listen to this episode of the Inspired Insider Podcast with Dr. Jeremy Weisz featuring M&amp;A Advisor for Potomac Business Capital, Todd Taskey. They discuss the most valuable thing an agency should know when selling their company, second bite, multiples, and how to determine what your business can sell for, why some acquisition deals fall through, and lots more. Stay tuned.

[Top Agency Series] Most Valuable Advice When Selling Your Agency With Todd Taskey of Potomac Business Capital

Todd Taskey has been an entrepreneur, business owner, investment banker, and business finance advisor for over 20 years. He is currently the M&amp;A Advisor for Potomac Business Capital, where he helps CEOs and entrepreneurs maximize their company’s value and develop a successful exit strategy. His specialties include M&amp;A, strategic acquisition, divestitures, and more. In addition to his role at Potomac Business Capital, Todd is an Angel Investor at multiple companies, including Zoomph, StreetShares, and LiveSafe. He has also been a founding investor, board member, and part of the management team for several business ventures throughout his career.    In this episode…Successfully exiting your business can be difficult as a small agency. How do you ensure that your organization is prepared for a profitable sale? And, what steps can you take to maximize your value and sell your company for a higher price?M&amp;A advisor and exit planning strategist, Todd Taskey, is here to share everything you need to know about the exit process. For both buyers and sellers, there are key financial factors to keep in mind in order to get the most out of a transaction. These include gap accounting, taking time to improve your EBITDA and ROI, and developing a high retention rate among employees and clients. So, what is Todd’s advice to agency owners looking to take the leap and make an exit?  In this episode of Agency Journey, Gray MacKenzie sits down with Todd Taskey, M&amp;A Advisor for Potomac Business Capital, to talk about developing a valuable exit strategy. Todd shares his tips for generating recurring revenue, calculating your profit margin, and growing your company for a future exit. Plus, Todd also shares how Potomac Business Capital can help your agency — even if you’re not ready for the full exit process. Stay tuned for more.   

Todd Taskey has been an entrepreneur, business owner, investment banker, and business finance advisor for over 20 years. He is currently the M&amp;A Advisor for Potomac Business Capital, where he helps CEOs and entrepreneurs maximize their company’s value and develop a successful exit strategy. His specialties include M&amp;A, strategic acquisition, divestitures, and more. In addition to his role at Potomac Business Capital, Todd is an Angel Investor at multiple companies, including Zoomph, StreetShares, and LiveSafe. He has also been a founding investor, board member, and part of the management team for several business ventures throughout his career.    In this episode… Successfully exiting your business can be difficult as a small agency. How do you ensure that your organization is prepared for a profitable sale? And, what steps can you take to maximize your value and sell your company for a higher price?M&amp;A advisor and exit planning strategist, Todd Taskey, is here to share everything you need to know about the exit process. For both buyers and sellers, there are key financial factors to keep in mind in order to get the most out of a transaction. These include gap accounting, taking time to improve your EBITDA and ROI, and developing a high retention rate among employees and clients. So, what is Todd’s advice to agency owners looking to take the leap and make an exit?  In this episode of Agency Journey, Gray MacKenzie sits down with Todd Taskey, M&amp;A Advisor for Potomac Business Capital, to talk about developing a valuable exit strategy. Todd shares his tips for generating recurring revenue, calculating your profit margin, and growing your company for a future exit. Plus, Todd also shares how Potomac Business Capital can help your agency — even if you’re not ready for the full exit process. Stay tuned for more.

Developing a Successful Exit Strategy with Todd Taskey

Todd Taskey is an investment banker and M&amp;A Advisor at Potomac Business Capital, a company focused on helping businesses with company evolution, exit planning, and M&amp;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. In this episode… What process goes into making a successful exit out of a business? Is it possible to make an exit strategy fun? Todd Taskey is here to tell you. On this first episode of the Second Bite Podcast, Dr. Jeremy Weisz talks with M&amp;A Advisor at Potomac Business Capital, Todd Taskey, about Potomac’s process and strategy for helping businesses make an exit, why the second bite matters, and much more.

Todd Taskey is an investment banker and M&amp;A Advisor at Potomac Business Capital, a company focused on helping businesses with company evolution, exit planning, and M&amp;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. In this episode… What process goes into making a successful exit out of a business? Is it possible to make an exit strategy fun? Todd Taskey is here to tell you. On this first episode of the Second Bite Podcast, Dr. Jeremy Weisz talks with M&amp;A Advisor at Potomac Business Capital, Todd Taskey, about Potomac’s process and strategy for helping businesses make an exit, why the second bite matters, and much more.