David 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, and technology companies.  In this episode… As a lower middle market company with less than $2 million of EBITDA, is it possible to get acquired more than once? When you partner with a strategic private equity group, you can secure the second — and even third — bite of the apple. David Slenzak, the Co-founder and Managing Partner at Broadtree Partners, talks about how he builds and scales platform companies. With host Todd Taskey, David explains how he constructs and invests in sales teams, Broadtree Partners’ ideal companies, and how he navigates management transfers during growth and acquisition.

Lance 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 with Hero Digital.  In this episode… If you’re considering engaging in a transaction, how can you negotiate favorable terms and conditions to enhance business value? Learn best practices for structuring a transaction from a seasoned agency founder. CEO and Managing Partner of From the Future, Lance Hollander, talks about the conditions of his merger. With host Todd Taskey, Lance explains how agency owners can navigate a non-compete agreement, how he capitalized on post-transaction opportunities, and his tips for maximizing the value of each transaction.

In this podcast, Ned MacPherson discusses growing through transactions or with private equity, sharing insights on due diligence, value assessment, and deal structuring. He highlights the importance of building relationships with buyers and partnering with private equity. The podcast also explores rewarding loyalty with substantial bonuses, navigating private equity dynamics, and the influence of successful mentors in business.

Andrew 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 standard beliefs, business exits aren’t always final. Instead, acquisitions allow you to grow and take part in a significant mission. How can you partner with the right company? Founder and CEO of Digital Impulse, Andrew Kolidas, talks about his acquisition journey. With host Todd Taskey, Andrew shares how he structured his transaction, why he leveraged a banker to navigate his acquisition, and his involvement in future deals.

Ken Fahmy is the Founder and President of Fahmy & Associates, where he has helped families, individuals, and small businesses achieve financial security since 1985. As a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC), he has experience in a host of insurance and finance sectors. Ken has been recognized as a top financial and insurance advisor by Washingtonian magazine, Northern Virginia Magazine, and many more. In this episode… Many entrepreneurs build companies to leave a monetary legacy for themselves and their loved ones. Yet when the time comes to exit, business owners aren’t always adequately prepared. What tax efficiency strategies can you leverage to maximize your company’s value? Founder and President of Fahmy & Associates, Ken Fahmy, shares tax benefit opportunities for small business owners. With host Todd Taskey, Ken discusses investment plans for tax deductions, how to manage your finances to prepare for an exit, and the value of business beneficiary plans.

Mike Perez is the President of iLaywerMarketing, a law firm marketing company. He is also the CEO of 1Point21 Interactive, a full-service data visualization and content marketing agency. Mike specializes in SEO, SEM, web design, website video production, and video optimization.   In this episode… Selling your business requires consideration for implications like job security, asset ownership, and operational changes. How can you evaluate an ideal company for the transaction, and what should you prioritize during your due diligence? Mike Perez, the President of iLaywerMarketing, shares how he navigated the legal ramifications of his business sale. With host Todd Taskey, Mike explains how he partnered with private equity companies, how to collaborate with stakeholders during a transaction, and advice for enhancing company value.

Nat Berman is the CEO of Uncoached Corp, where he works with motivated individuals and teams to reach peak performance levels. As a multi-million dollar entrepreneur, he helps CEOs, founders, and entrepreneurs gain clarity. Over 17 years, Nat grew a portfolio of 25 sites that reached millions of visitors each month.  In this episode… Have you reached an impasse in your career? Are you feeling unfulfilled in your professional life? Learn business and life lessons from an entrepreneurial coach who built a portfolio from scratch and attained financial freedom. Business coach and CEO of Uncoached Corp, Nat Berman, talks about entrepreneurs’ standard career conflicts. With host Todd Taskey, Nat shares how to leverage acquisitions to grow a portfolio, the definitions of financial freedom and mountain top syndrome, and the most common inflection points for professionals.

Adi Klevit is the Founder and CEO of Business Success Consulting Group, which identifies, creates, and documents processes to help businesses scale. She has 25 years of experience as a trained industrial engineer, management consultant, and business executive. With this knowledge, Adi helps organizations and companies improve efficiency and performance.  In this episode… Companies preparing for a sale often encounter inefficiencies and disorganization. Learn how implementing systems and processes can streamline operations and boost your company’s valuation. Founder and CEO of Business Success Consulting Group, Adi Klevit, explains the importance of processes and procedures to an organization’s value proposition. With host Todd Taskey, Adi explains the dangers of inefficient processes, how to integrate separate processes during a merger, and how to systemize a business for a transaction.

Felix Laboy is an Advisor and Executive at Shift Digital, a leader in digital marketing program optimization. In his role, he helps develop teams, manage hospitality resources, and provide strategic focus. With three decades of experience in the hospitality industry, he founded one of the first digital marketing agencies in the hotel industry. Prior to Shift Digital, Felix served as the Founding President of Sabre Hospitality Solutions, CEO of WayBlazer, and the Executive Chairman of NextGuest. In this episode… Are you considering selling your business? Learn insights from a seasoned hospitality executive about the particulars of an exit and life post-transaction. Shift Digital’s Advisor and Executive, Felix Laboy, shares the details of his first business transaction. With host Todd Taskey, Felix divulges how he structured and managed sale agreements, the practical components of a business transaction, and how to position yourself as a knowledgeable executive.

Matt White is the President of WHITE64, a full-service creative agency with clients, including Metro, Hilton, and Koons Automotive Group. He is also a Corporate Officer and board member of Port Annapolis Marina and serves on the board of several additional organizations. As an advertising and new media executive, Matt focuses on hiring quality talent, creating a positive work environment, and making every client feel special.  In this episode… As an established and reputable company, how can you advance your valuation? An earnout sale allows you to profit from your business’ growth. So how can you secure the second bite of the apple? Matt White, the President of WHITE64, details his agency’s five-year earnout. With host Todd Taskey, Matt shares WHITE64’s acquisition trajectory, how to manage a leadership team following a sale, and crucial considerations for earnout sales.