Second Bite Podcast

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. 

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 seasoned M&A executive built a digital business through strategic transactions. The Co-founder and Partner of CourtAvenue, Dan Khabie, reveals his decision to leave a public company to launch a business. With host Todd Taskey, Dan talks about how he engaged in a risky deal to transition companies, the key criteria for getting acquired, and CourtAvenue’s future M&A and growth plans.

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, learn the ins and outs of an unconventional transaction from an expert in the digital space. Dan Khabie, the Co-founder and Partner of CourtAvenue, talks about his decision to sell his public company. With host Todd Taskey, Dan reveals how he navigated low valuation during due diligence, his journey into entrepreneurship, and how he approached his transaction.

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 year prior. Yet companies with $1-5 million of EBITDA can find valuable opportunities in the market. How can agency founders leverage private equity to accelerate growth? Todd Taskey, the M&A Advisor at Potomac Business Capital, shares the various opportunities in private equity. With guest host Jeremy Weisz of Rise25, Todd discusses how to capitalize on market opportunities for growth, the private equity criteria for agencies, and why founders shouldn’t worry about the decline in private equity money.

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 strategic acquirer analyzes businesses and their leaders for tuck-ins. Jeff Reynolds, the CEO of Agital, walks through his process for acquiring businesses. With host Todd Taskey, Jeff shares his business acquisition and integration processes, entrepreneurs’ most difficult adjustments following an acquisition, and how to acquire businesses effectively.