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Second Bite Podcast

91 episodes - English - Latest episode: about 1 month ago - ★★★★★ - 2 ratings

This is the Second Bite Podcast where we talk with top entrepreneurs and CEOs about creating valuable companies through creative transactions.

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Episodes

M&A at Speed - The Evolution of Legal Support for Transactions

March 28, 2024 06:00 - 40 minutes - 37.3 MB

Robyn Siers is a Partner at JonesSpross, which helps founders and operators build, buy, protect, and sell their businesses. In her role, she spearheads the firm’s M&A practice, representing strategic and financial buyers and sellers. Robyn has over two decades of experience in law, marketing, and business development. In this episode… Whether you’re ready to retire or looking for a strategic partner to grow your business, the M&A process is intricate and diverse. What should you consider...

Speed M&A™ - The Evolution of Legal Support for Transactions

March 28, 2024 06:00 - 40 minutes - 37.3 MB

Robyn Siers spearheads the M&A practice at JonesSpross, representing strategic and financial buyers and sellers of all sizes, pioneering a distinctive specialization branded Speed M&A™. This method-driven approach to M&A employs cutting-edge technologies and strategic playbooks to streamline the M&A process to be more efficient and cost-effective. In this episode… Whether you’re ready to retire or looking for a strategic partner to grow your business, the M&A process is intricate and div...

Life Lessons For Entrepreneurs from an Early Yahoo & Facebook Exec Turned Professional Comedian

March 21, 2024 07:00 - 36 minutes - 33.3 MB

Paul Ollinger is a writer, comedian, speaker, and host of the Crazy Money Podcast, which explores the connection between money, happiness, work, and meaning. His commentary on business and work has been featured in the Huffington Post, Entrepreneur, and Funny or Die. As one of Facebook’s first 250 employees, Paul served as the VP of Sales for the Western United States.   In this episode… You can be a top executive making multiple six figures a year, but if you’re unhappy, that money is m...

Why a Public Company CEO Left the “Job of a Lifetime” To Work Out of His Sweaty Garage PT 2

March 14, 2024 07:00 - 24 minutes - 22.1 MB

Dan Khabie is the Co-founder and Partner at CourtAvenue, one of the fastest-growing digital transformation companies in its industry. He began his career as the Co-founder of Digitaria, an award-winning digital agency with clients including DreamWorks and the NFL. As a LinkedIn influencer, Dan speaks frequently about innovation and marketing.  In this episode… Is it possible to start over as an entrepreneur after leaving a lucrative career behind? In this part two episode, hear how a sea...

Why a Public Co-CEO Left the “Job of a Lifetime” To Work Out of His Sweaty Garage PT 1

March 07, 2024 08:00 - 23 minutes - 22.1 MB

Dan Khabie is the Co-founder and Partner at CourtAvenue, one of the fastest-growing digital transformation companies in its industry. He began his career as the Co-founder of Digitaria, an award-winning digital agency with clients including DreamWorks and the NFL. As a LinkedIn influencer, Dan speaks frequently about innovation and marketing. In this episode… If you’re considering a transaction, it’s vital to assess your business and identify your end goal. In this part one episode, lear...

Why a Public Company CEO Left the “Job of a Lifetime” To Work Out of His Sweaty Garage PT 1

March 07, 2024 08:00 - 23 minutes - 22.1 MB

Dan Khabie is the Co-founder and Partner at CourtAvenue, one of the fastest-growing digital transformation companies in its industry. He began his career as the Co-founder of Digitaria, an award-winning digital agency with clients including DreamWorks and the NFL. As a LinkedIn influencer, Dan speaks frequently about innovation and marketing. In this episode… If you’re considering a transaction, it’s vital to assess your business and identify your end goal. In this part one episode, lear...

How Agency Founders Are Accelerating Growth and Realizing “Full Value”

February 29, 2024 07:00 - 31 minutes - 29.4 MB

Todd Taskey has been an entrepreneur, business owner, investment banker, and business finance advisor for over 20 years. He is currently the M&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&A, strategic acquisition, divestitures, and more. In this episode… According to the Wall Street Journal, private equity only raised half the money last year than it did the ye...

What Do Great M&A Strategists Really Seek From an Acquisition?

February 22, 2024 08:00 - 30 minutes - 28.2 MB

Jeff Reynolds is the CEO of Agital, an integrated marketing agency backed by $100 million of capital. He is also the Founder of Human Growth Systems, which helps middle-market service companies develop sustainable business models to drive growth. Before Agital and Human Growth Systems, Jeff spent nearly 20 years leading a 10x growth journey for a marketing services business.  In this episode… Preparing and executing an acquisition requires experience and due diligence. Hear how a strateg...

Master Class in Selecting a Private Equity Partner

February 15, 2024 07:00 - 34 minutes - 32 MB

Jeff King is the CEO of Barkley, an independent creative company that builds brands. In 2022, the company was named to W shortlist. With over 25 years of experience in advertising and marketing, Jeff began as an intern at Barkley before becoming a respected executive and CEO. In this episode… If you’re considering conducting a transaction, private equity may be a viable option. How can you identify and select a suitable partner for your business? Jeff King, the CEO of Barkley, describe...

The Path Less Traveled to CEO

February 09, 2024 08:00 - 34 minutes - 31.7 MB

Patrick Briggs is the CEO of Semify, a white-label partner for SEO, PPC, and Facebook Ads. He is also the Principal and Operating Partner at Broadtree Partners, a lower-middle market PE firm that acquired Semify. With expertise in marketing and growth, Patrick has held various leadership positions at companies, including Yumble, Jetty, and Zazzle.  In this episode… Is it possible to become a CEO without founding a company? With private equity acquisitions, you can transition into the rol...

Becoming Executive Chairman

February 01, 2024 08:00 - 32 minutes - 30.2 MB

Lance Loveday is the Chairman of Closed Loop, a boutique digital advertising agency. The company has managed over $1 billion in digital ad spend for clients, including AWS and Intercom. As an angel investor, Lance serves on the boards of both the Sacramento Angels and Placer Robotics, a regional non-profit teaching STEM skills to local students.  In this episode… If you want to escape from the day-to-day and transition out of your business, consider acqui-hiring. This strategic transacti...

Can You Really Be a “Platform Investment” at $1.25m EBITDA?

January 25, 2024 08:00 - 36 minutes - 33.2 MB

David Slenzak is the Co-founder and Managing Partner at Broadtree Partners, a lower middle market private equity firm. With extensive experience in the search fund management process, he has both managed and exited an acquired business. David specializes in government contracting, healthcare, and technology companies.  In this episode… As a lower middle market company with less than $2 million of EBITDA, is it possible to get acquired more than once? When you partner with a strategic pri...

Lessons and Insights From a 3X Founder

January 18, 2024 07:00 - 32 minutes - 29.6 MB

Lance Hollander is the CEO and Managing Partner of From the Future, an agency that creates sustainable growth for businesses. He is also a Co-founder and Partner at The Agency Shop. With 25 years of experience, Lance has built and sold four digital agencies, including merging Delphic Digital with Hero Digital.  In this episode… If you’re considering engaging in a transaction, how can you negotiate favorable terms and conditions to enhance business value? Learn best practices for structur...

When Everything Works Perfectly (Really)

December 20, 2023 07:00 - 44 minutes - 41 MB

Ned MacPherson is the Founder and Growth Lead at Endrock, a consumer analytics and growth experimentation firm serving DTC, e-commerce, and retail brands. In his role, he leads cross-sector technical growth efforts. Before Endrock, Ned held roles including CMO, Head of Growth, and Head of Revenue at multiple e-commerce businesses. In this episode… When considering growth opportunities, you can either grow organically through transactions or by partnering with private equity. If choosing ...

How Being Strategically Acquired Accelerated This Entrepreneur's Dream & Expanded His Vision

December 14, 2023 07:00 - 37 minutes - 34.9 MB

Andrew Kolidas is the Founder and CEO of Digital Impulse, a Boston-based web design and digital marketing agency. As a solutions-driven, media-savvy marketing specialist, he focuses on identifying and leveraging marketing opportunities in emerging technologies.  In this episode… Contrary to standard beliefs, business exits aren’t always final. Instead, acquisitions allow you to grow and take part in a significant mission. How can you partner with the right company? Founder and CEO of D...

Hidden Tax and Benefit Opportunities Founders Always Overlook

November 30, 2023 08:00 - 20 minutes - 19.3 MB

Ken Fahmy is the Founder and President of Fahmy & Associates, where he has helped families, individuals, and small businesses achieve financial security since 1985. As a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC), he has experience in a host of insurance and finance sectors. Ken has been recognized as a top financial and insurance advisor by Washingtonian magazine, Northern Virginia Magazine, and many more. In this episode...

5X Return on Fee & Strategic Coup

October 19, 2023 07:00 - 40 minutes - 37.4 MB

Mike Perez is the President of iLaywerMarketing, a law firm marketing company. He is also the CEO of 1Point21 Interactive, a full-service data visualization and content marketing agency. Mike specializes in SEO, SEM, web design, website video production, and video optimization.   In this episode… Selling your business requires consideration for implications like job security, asset ownership, and operational changes. How can you evaluate an ideal company for the transaction, and what sho...

What Is Mountain Top Syndrome?

October 12, 2023 07:00 - 32 minutes - 29.6 MB

Nat Berman is the CEO of Uncoached Corp, where he works with motivated individuals and teams to reach peak performance levels. As a multi-million dollar entrepreneur, he helps CEOs, founders, and entrepreneurs gain clarity. Over 17 years, Nat grew a portfolio of 25 sites that reached millions of visitors each month.  In this episode… Have you reached an impasse in your career? Are you feeling unfulfilled in your professional life? Learn business and life lessons from an entrepreneurial c...

Better Systems = Better Margins = Bigger Exit

September 28, 2023 07:00 - 24 minutes - 22.8 MB

Adi Klevit is the Founder and CEO of Business Success Consulting Group, which identifies, creates, and documents processes to help businesses scale. She has 25 years of experience as a trained industrial engineer, management consultant, and business executive. With this knowledge, Adi helps organizations and companies improve efficiency and performance.  In this episode… Companies preparing for a sale often encounter inefficiencies and disorganization. Learn how implementing systems and ...

Life After a Successful Exit - Opportunities, Excitement & New Challenges

September 21, 2023 07:00 - 35 minutes - 32.3 MB

Felix Laboy is an Advisor and Executive at Shift Digital, a leader in digital marketing program optimization. In his role, he helps develop teams, manage hospitality resources, and provide strategic focus. With three decades of experience in the hospitality industry, he founded one of the first digital marketing agencies in the hotel industry. Prior to Shift Digital, Felix served as the Founding President of Sabre Hospitality Solutions, CEO of WayBlazer, and the Executive Chairman of NextG...

The 5-Year Earnout That Exceeded Projections, Payouts and All Expectations

August 03, 2023 06:00 - 34 minutes - 31.7 MB

Matt White is the President of WHITE64, a full-service creative agency with clients, including Metro, Hilton, and Koons Automotive Group. He is also a Corporate Officer and board member of Port Annapolis Marina and serves on the board of several additional organizations. As an advertising and new media executive, Matt focuses on hiring quality talent, creating a positive work environment, and making every client feel special.  In this episode… As an established and reputable company, how...

3 Alternatives to Rapid Growth & Value Creation

July 27, 2023 07:00 - 36 minutes - 33.6 MB

Ned MacPherson is the Founder and Growth Lead at Endrock, a consumer analytics and growth experimentation firm serving DTC, e-commerce, and retail brands. In his role, he leads cross-sector technical growth efforts. Before Endrock, Ned held roles including CMO, Head of Growth, and Head of Revenue at multiple e-commerce businesses. In this episode… How can you accelerate revenue growth without the risks associated with private equity or roll-ups? Empirical-backed experimentation is a meth...

How “Learning Habits” Leads to PE Investment, Global Clients, and Dominance in a Micro Niche

July 20, 2023 07:00 - 42 minutes - 38.8 MB

Raman Sehgal is the Founder and Global President of ramarketing, a multi-million dollar and PE-backed content marketing agency. He is also the Co-founder of Lead Candidate, a specialist talent acquisition partner for the pharma and biotech outsourcing space. Raman is an international bestselling author, keynote speaker, and the host of the industry-leading pharmaceutical podcast, Molecule to Market.   In this episode… When considering private equity, due diligence and partnership evaluat...

First Generation Entrepreneur Executing on a $400M Vision

June 29, 2023 07:00 - 32 minutes - 29.6 MB

Gautam Ijoor is the Founder, CEO, and President of Alpha Omega Integration, a leading federal contracting business specializing in intelligent government IT solutions. Through three acquisitions, he has grown the firm to $137 million in yearly revenue. Before Alpha Omega, Gautam was the CEO of C3 Systems, where he handled the M&A activities and reviews on 18 potential firms while securing $10 million in funding. In this episode… Are you considering accelerating revenue through private eq...

A Key Acquisition Accelerates Growth in an Abstrakt Way

June 08, 2023 07:00 - 34 minutes - 31.3 MB

Scott Scully is the Founder and CEO of Abstrakt Marketing Group, a B2B lead generation and business growth agency. In this role, he has led the company to become one of the most successful privately held marketing startups in the St. Louis region. Over the past 28 years, Scott has started, invested in, or played a major role in several companies in the marketing and lead generation space, three of which have exceeded $12 million in annual revenue.  In this episode… Although earnouts are ...

Big Fish in a Small Pond With 700 Happy, Raving Customers

May 25, 2023 07:00 - 37 minutes - 34.9 MB

Ron Callis is the Co-founder and CEO of One Firefly, an award-winning marketing agency serving customer integration, security, and tech industries. As the author of numerous industry articles, he is frequently interviewed and cited as an authority in the home automation and smart building industries. Ron is also a Certified Instructor at CEDIA and a board member of Azione Unlimited. In this episode… Do you have what it takes to build a reputable, thriving business? How can you accelerate...

Can You Really Triple Your Business in Two Years?

May 18, 2023 07:00 - 31 minutes - 29 MB

Peter Lang is the Principal Co-founder of AVA (Agency Ventures Aggregator) Acquisitions, an advertising agency aggregation platform. In his role, he leads acquisitions of businesses with $1-10 million in revenue. As an entrepreneur, investor, and philanthropist, Peter has more than 12 years of experience starting, building, buying, and selling companies across various industries.   In this episode… If you’re looking to grow your business, aggregations might be a good fit. This transactio...

How a Richard Branson Comment Motivated a Connected TV Pioneer

May 04, 2023 07:00 - 37 minutes - 34.1 MB

Dan Larkman is the Founder and CEO of Keynes Digital, a full-service programmatic advertising partner. He has ad operations expertise in management, leadership, international campaigns, and communications across multiple markets. Before founding Keynes Digital, Dan held various roles at SteelHouse, including Senior Director of Operations and VP of Client Services and Performance. In those roles, he managed numerous teams with direct and indirect reports.   In this episode… If you’re tryi...

Master Class: How a $100M+ CEO Raised Venture Capital for a New Sports Data Company

April 20, 2023 07:00 - 41 minutes - 37.7 MB

Ali Manouchehri is the Co-founder and Chairperson at Zoomph, which offers a one-stop platform for social media intelligence, measurement, and audience analytics to maximize brand revenue. Ali leads talented IT and business minds across the public and private sectors. He has been recognized as one of Inc. magazine’s “40 Under 40” and has conducted interviews with the Washington Business Journal, Washington Technology, and Forbes. In this episode… Are you looking to raise capital to fund a...

Cash, Equity, a Sales Team, New Capabilities and Administrative Freedom... All After Deal #1 Failed

March 30, 2023 07:00 - 35 minutes - 32.4 MB

Kevin Biondi is the Managing Partner of Digital Marketing and Growth at Sproutward, a boutique marketing consultancy acquired by Power Digital. As an accomplished digital marketing and growth leader, he has over 15 years of experience in customer acquisition and retention in the online and mobile spaces. Kevin previously served as the Founder and Head of Digital Marketing and Growth at Clientside Interactive, where he advised startups and Fortune 10 companies. In this episode… When evalu...

Terror, Excitement & Reward - A Bootstrapped Acquisition

March 23, 2023 07:00 - 29 minutes - 27 MB

Kevin Lee is the Founder and Executive Chairman of Didit, a leading digital marketing and technology firm. Over the past five years, Didit has made 11 acquisitions to transform into a full-service marketing firm. They serve Fortune 500 as well as startup businesses, performing everything from strategy to execution. As a digital marketing pioneer, Kevin gives back to the industry regularly by writing books, attending over 500 speaking engagements, and publishing over 780 columns.   In this ...

Acqui-Hiring To Fuel Agency Double Digit Growth: A Behind the Scenes Look

March 16, 2023 07:00 - 33 minutes - 31 MB

Alex Rossman is the Founder and CEO of Rossman Media, an award-winning global creative and media agency focusing on social media. He founded Rossman with a mission to help consumer brands connect with their target audience on social media. Alex and his team have been named by Business Insider as the “Best New Social Media Agency” of 2020. Before founding Rossman Media, Alex spent time in sales and management for ADP and U.S. Bank where he developed his expertise. In this episode… Acqui...

A 14 Month Road to Clarity, Partnership, and a Successful Deal Close

March 09, 2023 08:00 - 34 minutes - 32.1 MB

Matt Diteljan is a Board Member of NextGrad and the former Co-founder and CEO of Glacier, a higher-education advertising agency. As an innovator in the high school and youth media space, he has worked with student influencers and developed in-school ad placements and digital strategies. Matt has spoken at numerous conferences, including the American Marketing Association. In this episode… Are you considering selling your company? The acquisition process is lengthy and complex, often requ...

Understanding the Advantages of an “Independent Sponsor”

February 22, 2023 07:00 - 34 minutes - 31.8 MB

Drew Bagot is the Founder and Managing Partner at Serata Capital Partners, a founder-friendly private equity firm that create partnerships that build lasting value for business owners and investors. As a private equity investor for over 15 years, he has founded and operated several entrepreneurial businesses. He also manages a private equity portfolio in Calidant Capital, where he is a founding partner.  Before Serata Capital Partners, Drew was an Associate Director at ORIX Corporation and...

[Year in Review] Potomac Business Capital’s Partnerships and Transactions

January 19, 2023 07:00 - 26 minutes - 24.3 MB

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 also an Angel Investor for many companies, including Zoomph, StreetShares, and LiveSafe.  In this episode… Private equity transactions are a great way to grow a business. So what should you know...

How a Veterinary Roll-Up, an AT&T “Black Box,” and a British Family Office Shaped a Leading Global Marketing Transformation Agency

December 29, 2022 07:00 - 43 minutes - 39.6 MB

Matthew Murphy is the founder and CEO of Fusion92, delivering data-inspired, results-driven and right-priced marketing transformation solutions for enterprise and emerging brands. He has led the company through the development of 14 patents and five groundbreaking technologies, the acquisition of six companies, the launch of a premium Web3 studio and the onboarding of capital growth partners in 2021 to further help the business scale. Matthew serves as a trusted adviser and expert growth mar...

Transactions That Created a Global Marketing Powerhouse Part 2

December 08, 2022 07:00 - 27 minutes - 25.6 MB

Michael Mothner is the Founder and CEO of Wpromote, one of the fastest-growing search engine marketing firms in the country. As a thought leader in the online community, he is a frequent contributor on subjects such as digital marketing and entrepreneurship. Mike has been a columnist for Inc. magazine and has been featured on MSNBC, Fox News, The New York Times, and the Wall Street Journal, among other prominent publications. He was also named one of Inc.’s “30 Under 30 to Watch.” In this ...

Transactions That Created a Global Marketing Powerhouse Part 1

December 03, 2022 10:11 - 32 minutes - 29.6 MB

Michael Mothner is the Founder and CEO of Wpromote, one of the fastest-growing search engine marketing firms in the country. As a thought leader in the online community, he is a frequent contributor on subjects such as digital marketing and entrepreneurship. Mike has been a columnist for Inc. magazine and has been featured on MSNBC, Fox News, The New York Times, and the Wall Street Journal, among other prominent publications. He was also named one of Inc.’s “30 Under 30 to Watch.” In this ...

Understanding the Impact of Science Behind Performance Marketing

November 24, 2022 07:00 - 37 minutes - 34.5 MB

Norman Brauns is the CEO and Co-founder of PACIFIC, a global performance marketing agency that grows new customer acquisition for some of the world’s largest brands. As an experienced professional in the marketing and advertising industry, he is skilled in digital and marketing strategy, SEO, and MARTECH. Before PACIFIC, Norman was the Director of SEO at Steak and the Director of SEO Strategies for SEO Inc. In this episode… In performance-based marketing, delivering value to your custome...

Combining Internal Operating Partners at "Inflection Points" Creates Long Term Value

October 27, 2022 06:00 - 36 minutes - 34 MB

Glenn Oken is the Managing Director at Mangrove Equity Partners, a lower-middle market private equity fund. He specializes in originating deal opportunities and quantifying acquisition candidates. Before co-founding Mangrove, Glenn was a Tenured Partner at Florida Capital Partners (FCP). Between Mangrove and FCP, he has helped build two of the most experienced and successful private equity funds of their kind in the nation. In this episode… When evaluating a company for acquisition, what...

The Seven Year Serial Entrepreneur

September 22, 2022 06:00 - 39 minutes - 36.2 MB

Jerad Speigel is the Chief Strategy and Corporate Development Officer at Groundswell, an IT consultancy helping federal agencies solve their most complex challenges. In his role, he is responsible for evaluating marketing trends and identifying critical areas for investment. Before joining Groundswell, Jerad was the Founder and CEO of Phase One, which was purchased by Accenture in 2017.  In this episode… Are you considering selling your business? What should you assess before making an o...

Data & Data = Client ROI (And Super Profitable Agency)

September 08, 2022 06:00 - 39 minutes - 36.4 MB

Moses Foster is the CEO and Founder of West Cary Group, a full-service advertising agency that focuses on performance-based marketing and communications. He also serves on the Executive Advisory Councils for the University of Richmond Robins School of Business, the Board of Trustees for HCA Chippenham/Johnston-Willis Hospitals, and the Greater Richmond Chamber of Commerce. Before founding West Cary Group, Moses was the Senior Director of Creative Development at Capital One.  In this episod...

Understanding How Debt Enhances PE Investment Returns

August 04, 2022 06:00 - 37 minutes - 34.6 MB

Bill Dyer is the Managing Partner at Boathouse Capital, a debt and equity firm making minority and majority investments in middle market companies across the US. He is a private equity executive with over 25 years of experience, specializing in mezzanine debt and equity investments. Before Boathouse Capital, Bill was a Principal at American Capital and the Director of Business Development at MSDSonline.  In this episode… Are you looking to acquire capital to fund your business? How can y...

Understanding the Hierarchy of Private Equity & the Process Behind Repeated Investment Success

July 28, 2022 06:00 - 44 minutes - 40.4 MB

Brian Schmidt is a Vice President at Court Square Capital Partners, a middle market private equity fund. In his role, Brian is responsible for deal sourcing, growing existing investments, and overseeing the development and implementation of growth strategy. He serves as a board member for Power Digital, Connatix, and Health Union and is a Dynata board observer. In this episode… Are you considering acquiring an equity partnership? These negotiations are a great way to scale your business ...

Creating Customer & Agency Value - A HubSpot Perspective

July 21, 2022 06:00 - 47 minutes - 43.2 MB

Barrett King is the Sales Manager at HubSpot, a customer relationship management (CRM) platform that helps agencies generate recurring revenue. He has a diverse range of business and technology experience with skills in a variety of disciplines, including sales, marketing, and team leadership. Throughout his career, Barrett has been trained in the Sandler Sales Methodology and spent time in both inbound and outbound sales organizations.  In this episode… Are you trying to increase your r...

How To Become an Overnight Success in 20 Years

July 14, 2022 06:00 - 39 minutes - 36.3 MB

Peter J. Stavisky is CEO and Founder of Barrington Media Group, the leading performance-based radio media company in the United States. Peter is also the former President of Talk America, the single fastest-growing direct response marketing company ever formed, where he managed a staff of over 750 people and $100 million in annual revenues. In this episode… What is the best strategy for making an acquisition? How can you make the acquisition process easier?. Peter Stavisky, CEO and Fou...

Lower Middle Market M&A in the Second Half of 2022

July 07, 2022 06:00 - 33 minutes - 31.1 MB

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.  In this episode… Are you considering selling your business for more growth opportunities? How can you ensure t...

Lessons Learned From Underperforming Acquisitions

June 16, 2022 06:00 - 41 minutes - 37.7 MB

Jim Price is the Chief Executive Officer of Empower, an independent creative media agency. Jim is a media visionary and engineer of trust, spearheading the media industry’s first fully transparent programmatic buying solution, ClearTrade. He serves as a Board Member for the Cincinnati Youth Collaborative, ArtsWave, the Cincinnati USA Regional Chamber Board, and more.    In this episode… Are you scared of adding a failed acquisition to your roster? How can you maximize your chance of succ...

Exchanging a Retiring Partner for Private Equity To Fuel Growth Plans

May 26, 2022 06:00 - 45 minutes - 42 MB

Matt Sunshine is the Managing Partner of The Center for Sales Strategy, a sales performance consulting company helping B2B organizations attract, retain, and develop the highest performing salespeople. Matt developed and launched the company’s inbound marketing division, LeadG2, which helps businesses establish thought leadership and lower lead costs. He’s also a writer, speaker, and moderator who offers lead generation, inbound marketing, and sales processes expertise. In this episode… ...

How Power Digital Grew From $5M EBITDA to $30M in 3 Years: The Incredible Success Story of Entrepreneur & Private Equity Partnership, Part 2

April 21, 2022 06:00 - 26 minutes - 24.4 MB

Grayson Lafrenz is the Founder and CEO of Power Digital Marketing, a marketing company that helps empower brands to attract new customers and increase customer lifetime value. Having successfully brokered private equity deals, Grayson has received numerous recognitions, including the San Diego Union Tribune 2020 Leadership Award, and was a CEO of The Year Award Finalist. He is an active member of the Entrepreneur Organization (EO) and Young Presidents’ Organization.  In this episode… Wha...