Second Bite Podcast

Kevin 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 Marketing4ECPs, CITIZEN Marketing, and Lift Aesthetic Marketing.  In this episode… What’s involved in negotiating a fair partner buyout in a high-value company? How can you ensure a process rooted in respect and strategic thinking? Kevin Wilhelm, the Founder and President of POD Marketing, shares how he bought out his partner. With host Todd Taskey, Kevin talks about the value of investment risks, how to navigate complex business negotiations, and how he founded a partner-led company. 

Lindsay 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 are an effective way to fast-track business growth, but how can entrepreneurs transition from the role of a seller to a buyer? Lindsay Frey, Co-founder and President of demandDrive, talks about how she gained equity ownership through a strategic acquisition. With host Todd Taskey, Lindsay shares demandDrive’s founding story, how she grew the business through creative deals and strategic partnerships, and her most significant learning curves throughout the process.

In 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 the future. How do top business minds navigate this decision? Jon Morris, Matt Sunshine, Mike Vertal, Lance Hollander, Erin Cigich, Lindsay Frey, Peter Stavisky, Andrew Kolidas, and Kevin Biondi talk with host Todd Taskey about determining the right time to sell your business. Together, they emphasize considering market conditions and growth trajectories and the importance of capital, resources, personal aspirations, and employee welfare in timing the sale.

In 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 you communicate your transaction to your team, customers, and the public can make or break the deal. What can you learn from seasoned M&A founders? Jon Morris, Matt Sunshine, Mike Vertal, Lance Hollander, Erin Cigich, Lindsay Frey, Peter Stavisky, Andrew Kolidas, and Kevin Biondi talk with host Todd Taskey about when and how to disclose transaction details to your team, customers, and the public. Together, they discuss the impact company culture has on transaction disclosures, how to communicate a transaction to various stakeholders, and how to balance transaction disclosure timing between parties.

In 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 effectively position a transaction for your team. Jon Morris, Matt Sunshine, Mike Vertal, Lance Hollander, Erin Cigich, Lindsay Frey, Peter Stavisky, Andrew Kolidas, and Kevin Biondi talk with host Todd Taskey about involving your executive team in a transaction. Together, they discuss how disclosure timing impacts equity structure, how to relay transaction plans during due diligence, and the importance of culture fit during the process.

In 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 after selling your business? What will your day-to-day involve? Jon Morris, Matt Sunshine, Mike Vertal, Lance Hollander, Erin Cigich, Lindsay Frey, Peter Stavisky, Andrew Kolidas, and Kevin Biondi talk with host Todd Taskey about whether founders will have a boss following a transaction. 

Michael 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 this episode… If you’re considering selling your assets, how can you position them as attractive options to potential buyers? What role can you take on to facilitate these transactions? President of Bradley Media Holdings and Atlantic Media, Michael Finnegan talks about how he facilitated asset sales. With host Todd Taskey, Michael shares how he transformed Bradley Media Holdings’ financial operations, three ways you can prepare for a business sale, and how to increase asset value.

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 by understanding the mid-market investment banking process.  In this episode… There are tremendous opportunities for growth outside the realm of your business. However, many entrepreneurs are hesitant to relinquish control of their company to another. How can you select the perfect partnership? Todd Taskey, the M&A Advisor at Potomac Business Capital, discusses the benefits of partnership acquisitions. With guest host Chad Franzen of Rise25, Todd shares the process of business acquisitions, the external forces impacting transactions, and the companies qualifying for partnership transactions.

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 diverse. What should you consider before structuring a transaction? Robyn Siers, a Partner at JonesSpross, shares the key components of a strategic M&A process. With host Todd Taskey, Robyn explains how to navigate an earnout while maximizing equity, the purpose of a letter of intent, and why you may want to consider representation and warranty insurance. 

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 meaningless. How can you identify the connection between money and happiness to attain personal fulfillment? Paul Ollinger, the host of the Crazy Money Podcast, talks about his transition from a Yahoo and Facebook executive to a professional comedian. With host Todd Taskey, Paul shares his favorite books about money, the lessons he learned from his early days at Facebook and Yahoo, and why he became a comedian.