Latest Toddtaskey Podcast Episodes
PE Insight Series: First Impressions: PE Executives’ Investment Criteria
Second Bite Podcast - July 11, 2024 06:00 - 31 minutes ★★★★★ - 3 ratingsIn the first installment of the PE Insight Series, Todd Taskey interviews eight private equity executives about how they make their initial assessment of a company. In this episode… Private equity executives often sift through thousands of investment decks each week. So what are their criter...
What Makes an Acquisition Strategy Really Work?
Second Bite Podcast - July 04, 2024 06:00 - 25 minutes ★★★★★ - 3 ratingsKevin Buerger is the CEO of Labelium, a digital marketing and performance agency. In his role, he drives the company’s growth strategy and positioning for the US market. Before Labelium, Kevin spent nearly 13 years as the Global Chief Growth Officer at Jellyfish, where he built its US presence. ...
From 600 Global Clients To Losing $1.1M To a Profitable Recurring Revenue Business
Second Bite Podcast - June 27, 2024 06:00 - 35 minutes ★★★★★ - 3 ratingsJamie Shanks is the CEO of Get Levrg, a community mastermind helping founders and CEOs navigate offshoring talent. As a serial entrepreneur, he is also the CEO of Pipeline Signals, the #1 sales methodology for account-based sellers. Jamie was previously the CEO of Sales for Life, the leading soc...
The Delicate Art of Transitioning From Founder to CEO
Second Bite Podcast - June 20, 2024 06:00 - 19 minutes ★★★★★ - 3 ratingsBruce Eckfeldt is a Strategic Coach and Master Facilitator at Eckfeldt & Associates, where he works with CEOs and leadership teams to scale their businesses. As a former Inc. 500 founder and CEO, he successfully scaled and sold his business. Bruce focuses on developing leadership skills, optimiz...
The Delicate Art of Buying Out a Partner
Second Bite Podcast - June 13, 2024 06:00 - 32 minutes ★★★★★ - 3 ratingsKevin Wilhelm is the Founder and President of POD Marketing, a digital agency specializing in industry-specific marketing services. With a decade of experience, he has successfully led the company through dynamic growth. Kevin is also the President of several other marketing firms, including Mar...
How a 33% “Roll Forward” Results in 47.8% Equity Ownership
Second Bite Podcast - June 06, 2024 06:00 - 27 minutes ★★★★★ - 3 ratingsLindsay Frey is the Co-founder and President of demandDrive, an industry leader in building sales development programs for B2B tech companies. She is also the Co-founder of Data Fuel, demandDrive’s former data offering providing actionable sales data. In this episode… Strategic acquisitions...
How Do I Know the Timing Is Right? (Founder Question Series)
Second Bite Podcast - May 30, 2024 06:00 - 28 minutes ★★★★★ - 3 ratingsIn the fourth and final episode of the Founder Question Series, nine founders answer the common question of how to determine the ideal time to sell your business. In this episode… Entrepreneurs and CEOs are often caught in the conundrum of selling now or holding out for greater value in th...
[Founder Questions Series] When and How Do I Disclose to My Company, Customers, and the Public?
Second Bite Podcast - May 23, 2024 06:00 - 31 minutes ★★★★★ - 3 ratingsIn the third edition of the Founder Question Series, Todd Taskey asks his nine guests when to disclose a transaction to the entire company, how to relay it to customers, and when to announce it to the public. In this episode… One of the most crucial steps in any transaction is disclosure. ...
When and How Do I Disclose to My Company, Customers, and the Public? (Founder Question Series)
Second Bite Podcast - May 23, 2024 06:00 - 31 minutes ★★★★★ - 3 ratingsIn the third edition of the Founder Question Series, Todd Taskey asks his nine guests when to disclose a transaction to the entire company, how to relay it to customers, and when to announce it to the public. In this episode… One of the most crucial steps in any transaction is disclosure. ...
When do I bring my management team into the loop? (Founder Question Series)
Second Bite Podcast - May 16, 2024 06:00 - 26 minutes ★★★★★ - 3 ratingsIn the second installment of the Founder Question Series, Todd Taskey interviews his nine guests about when to alert your management team to a transaction. In this episode… When navigating a transaction, when should you inform your management team? Nine founders weigh in on how to effectivel...
When Do I Bring My Management Team Into the Loop? (Founder Question Series)
Second Bite Podcast - May 16, 2024 06:00 - 26 minutes ★★★★★ - 3 ratingsIn the second installment of the Founder Question Series, Todd Taskey interviews his nine guests about when to alert your management team to a transaction. In this episode… When navigating a transaction, when should you inform your management team? Nine founders weigh in on how to effectivel...
[Founder Question Series] Do I Have a Boss Now?
Second Bite Podcast - May 09, 2024 06:00 - 27 minutes ★★★★★ - 3 ratingsIn this exclusive episode, host Todd Taskey asks nine founders the question, “do I have a boss following a transaction.” They delve into the changes business owners will experience in their daily lives after selling their companies. In this episode… Do you have to work under an executive...
Do I Have a Boss Now? (Founder Question Series)
Second Bite Podcast - May 09, 2024 06:00 - 27 minutes ★★★★★ - 3 ratingsIn this exclusive episode, host Todd Taskey asks nine founders the question, “do I have a boss following a transaction.” They delve into the changes business owners will experience in their daily lives after selling their companies. In this episode… Do you have to work under an executive aft...
Growing from $10M to $160M to $0 Successfully
Second Bite Podcast - May 02, 2024 06:00 - 33 minutes ★★★★★ - 3 ratingsMichael Finnegan is the President of Bradley Media Holdings and Atlantic Media, integrated publishing companies producing journals, including National Journal and The Atlantic. National Journal delivers insightful journalism to help organizations navigate policy and politics effectively. In t...
Accelerate Don't Exit - A New Model for Founders
Second Bite Podcast - April 25, 2024 06:00 - 26 minutes ★★★★★ - 3 ratingsTodd Taskey is an M&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 providing M&A advice, Todd has been a founding investor, board member, or part...
Speed M&A™ - The Evolution of Legal Support for Transactions
Second Bite Podcast - March 28, 2024 06:00 - 40 minutes ★★★★★ - 3 ratingsRobyn 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 at Speed - The Evolution of Legal Support for Transactions
Second Bite Podcast - March 28, 2024 06:00 - 40 minutes ★★★★★ - 3 ratingsRobyn 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, an...
Life Lessons For Entrepreneurs from an Early Yahoo & Facebook Exec Turned Professional Comedian
Second Bite Podcast - March 21, 2024 07:00 - 36 minutes ★★★★★ - 3 ratingsPaul 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 2...
Why a Public Company CEO Left the “Job of a Lifetime” To Work Out of His Sweaty Garage PT 2
Second Bite Podcast - March 14, 2024 07:00 - 24 minutes ★★★★★ - 3 ratingsDan 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 s...
Why a Public Co-CEO Left the “Job of a Lifetime” To Work Out of His Sweaty Garage PT 1
Second Bite Podcast - March 07, 2024 08:00 - 23 minutes ★★★★★ - 3 ratingsDan 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 s...
Why a Public Company CEO Left the “Job of a Lifetime” To Work Out of His Sweaty Garage PT 1
Second Bite Podcast - March 07, 2024 08:00 - 23 minutes ★★★★★ - 3 ratingsDan 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 s...
How Agency Founders Are Accelerating Growth and Realizing “Full Value”
Second Bite Podcast - February 29, 2024 07:00 - 31 minutes ★★★★★ - 3 ratingsTodd 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 s...
What Do Great M&A Strategists Really Seek From an Acquisition?
Second Bite Podcast - February 22, 2024 08:00 - 30 minutes ★★★★★ - 3 ratingsJeff 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 spen...
Master Class in Selecting a Private Equity Partner
Second Bite Podcast - February 15, 2024 07:00 - 34 minutes ★★★★★ - 3 ratingsJeff 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… ...
The Path Less Traveled to CEO
Second Bite Podcast - February 09, 2024 08:00 - 34 minutes ★★★★★ - 3 ratingsPatrick 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 positio...
Becoming Executive Chairman
Second Bite Podcast - February 01, 2024 08:00 - 32 minutes ★★★★★ - 3 ratingsLance 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...
Can You Really Be a “Platform Investment” at $1.25m EBITDA?
Second Bite Podcast - January 25, 2024 08:00 - 36 minutes ★★★★★ - 3 ratingsDavid 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, an...
Lessons and Insights From a 3X Founder
Second Bite Podcast - January 18, 2024 07:00 - 32 minutes ★★★★★ - 3 ratingsLance 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 wit...
When Everything Works Perfectly (Really)
Second Bite Podcast - December 20, 2023 07:00 - 44 minutes ★★★★★ - 3 ratingsNed 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 Revenu...
How Being Strategically Acquired Accelerated This Entrepreneur's Dream & Expanded His Vision
Second Bite Podcast - December 14, 2023 07:00 - 37 minutes ★★★★★ - 3 ratingsAndrew 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 ...
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