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 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&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&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&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.

850 - Pinehurst US Open Deep Dive