How To Navigate Key Staff in Your Agency Exit

Todd 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 of the management team of several business ventures. He helps CEOs and entrepreneurs develop a successful exit strategy through his knowledge of the mid-market investment banking process. 

In this episode…

Navigating key players in a transaction is critical for agency founders looking to maximize value, but how can they manage CEOs, sales leaders, and staff whose roles heavily impact a deal?

M&A advisor Todd Taskey discusses the challenges of hiring key people and how private equity buyers evaluate leadership teams. With guest host Dr. Jeremy Weisz of Rise25, Todd shares real-world examples of negotiating non-competes, structuring equity with incentive units, and communicating with employees during due diligence.