Podcasts about m a advisor

In this episode of Shoot the Moon, Ryan Barnett and Matt Lockhart explore a common scenario: a business owner receives a call from a potential buyer—or from an M&A advisor representing one—and suddenly faces a big question: Am I actually ready to sell?Whether you're planning a structured go-to-market process or simply responding to inbound interest, readiness matters. This episode breaks down what it means to be “seller ready,” why preparation is a competitive advantage, and how to stay in control of the process—regardless of who picks up the phone first.We'll cover:Why taking a buyer call doesn't mean you're committing to a saleThe pros and cons of one-off conversations vs. full processesWhat a real M&A readiness plan looks like—and why it adds valueHow to manage buyer interest while keeping your options openThis episode is a must-listen for IT services firm owners who aren't sure if they're ready to sell—but want to be ready when the right opportunity strikes. RELATED EPISODES:Episode 92: Why You Should Take the Call from an M&A Advisor. Listen now >>Episode 177: Fielding an Inbound Call from a Suitor. Listen now >>ARE YOU READY TO SELL? QUESTIONS TO KNOW THE ANSWERS TOO. DOWNLOAD OUR EBOOK >> Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

What really makes a buyer take notice? This episode delivers actionable steps to make your business irresistible to buyers. Learn how to highlight what matters most: a strong team, steady growth, and real long-term value. Guest Jon Martinka, a veteran M&A Advisor, also offers practical advice on how to attract buyers and maximize your exit. View the complete show notes for this episode.  Want To Learn More?   Increasing the Value of Your Business | The RVD Model Reducing Concentrations of Risk Before Selling Your Business Why Do Some Businesses Not Sell? M&A Due Diligence | Checklist & Overview Optimizing Your Business for a Successful Exit Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue  If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

When you've finally sold your business, can you jump on the next cruise ship and sail away? Nope. You'll leave money on the table, or worse still, sink the deal if you do that. Matt Coyne, an experienced M&A Advisor, explains how planning ahead for the transition period can make the deal go more smoothly and potentially add value to your company. View the complete show notes for this episode. Want To Learn More? What's involved with the transition period: Who is impacted by the transition; how can it lower risk for the buyer; can it impact the value of the business? What variables are there: How might the plan differ between a PE firm, a family office, or a strategic buyer; what compensation to expect; how long will it take?   What are the steps in a transition period: how do you tell your employees; when do you tell them; what's it like on the buyer's side? How can you prepare: how far ahead should you start planning for the sale and integration; how long should you expect the integration period to be? Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

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… Maximizing business value through transactions requires considering factors like selecting investment bankers and partners, structuring equity, and determining your ultimate goal. How can you make informed transaction decisions for your company's growth? David Rodnitzky, Robert Glazer, Lindsay Frey of damandDrive, Kevin Wilhelm of POD Marketing, and Brian Schmidt of Court Square Capital Partners share insights on transactions in this compilation episode. With host Todd Taskey, the guests talk about the role of reps and warranties insurance, how to select investment bankers and partners, and how to structure equity in transactions.

KEY HIGHLIGHTS OF THIS EPISODE:Definitions and Roles of BrokersUnderstanding fee structures on the buy side and why it mattersretainers & feesRevenue Rocket's Model (Retained Advisor) vs. Contingent BrokersExclusivity and Opportunistic Nature of Contingent BrokersReferral Fees and Market DynamicsContingent vs Retainer based - expectations for success RELATED EPISODES:Episode 125: Value of an Industry Specific M&A Advisor. Listen now >>Episode 92: Why You Should Take the Call from an M&A Advisor. Listen now >>Episode 91: M&A Fees: What to Expect Before, During, and After Close. Listen now >> Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

Host Laurie Barkman, The Business Transition SherpaⓇ, is joined by Susan Keller, Founder of Entrepreneurial Executives. Susan advises businesses from startups to publicly traded companies on growth strategies and transactions.  Laurie talks with Susan as a fellow M&A Advisor about why it's valuable for entrepreneurs to get an early start with transition planning. A great place to begin is conducting a thorough business evaluation to identify what needs improvement in the business. They also discuss the challenges of owner dependency, and separating your identity from the company. Emotional considerations can arise if not. Set an intention to separate yourself from your business to see what aspects of your culture and values a potential buyer might want to preserve. Top 5 takeaways: Complete a comprehensive business assessment to identify operational gaps and formulate a robust transition plan. Approach projects from the perspective of a potential buyer to enhance the business's appeal in the market. Create a clear CEO job description to recognize dependencies and optimize the business's value. Conduct thorough due diligence on potential partners to ensure a seamless and beneficial transaction. Foster collaboration among all parties involved to achieve a mutually beneficial deal and pave the way for a successful transition.   Find Susan Keller Here: https://www.ceoatlas.com https://www.linkedin.com/in/susanakeller/   ❤️ Show us the love on Rate This Podcast: https://ratethispodcast.com/successionstories _______________________________________ BUYERS BUY ON THEIR TIME, NOT YOURS. WILL YOU BE READY? Learn more about the Endgame Entrepreneurship Masterclass and build with your exit in mind.  https://thebusinesstransitionsherpa.com/course/ _______________________________________ My Links:

Ever wondered how top leaders master the delicate dance between empathy and accountability, seamlessly weaving them into their leadership fabric to inspire, guide, and drive results? Today, we embark on a journey of discovery with our distinguished guest, Chelsea Grayson. With a rich tapestry of experience helming iconic brands like American Apparel, True Religion Jeans, and Spark Networks, while serving on multiple private and public boards, Chelsea has honed her expertise to navigate the intricate balance between empathy and accountability. As we delve into her insights, we'll uncover how she cultivates trust, fosters engagement, and harnesses the transformative power of executive coaching to shape a culture of success. Join us as we unravel the secrets and strategies essential for becoming not just a leader but a respected leader in today's dynamic business landscape. About our Guest: Chelsea A. Grayson made history as the first female CEO of True Religion and chaired its Audit Committee. She also led American Apparel as CEO, a $650M apparel manufacturer with a 50-country footprint, overseeing significant operational improvements before its successful sale to Gildan Activewear Inc. Currently, Chelsea serves as interim CEO and board member of Spark Networks, and on the boards of Xponential Fitness, Morphe Cosmetics, and Goodness Growth Holdings. She is also an Executive in Residence at Wunderkind. With a background in law, Chelsea's expertise spans corporate governance and M&A. She holds Board Leadership and Corporate Governance Fellowships with the NACD and advises UCLA's Department of English. She is a recipient of the In-House Impact Award from The Recorder (The American Lawyer) and of the 40 Under 40 Recognition Award from the M&A Advisor. She was also named one of "L.A.'s Top 40 Dealmakers" in the Los Angeles Business Journal's "Who's Who in L.A. Law". About Your Host: Ken Schmitt is the CEO and founder of TurningPoint Executive Search. He is also the author of "The Practical Optimist: An Entrepreneur's Journey through Life's Turning Points". Ken was raised in an entrepreneurial family and brings a uniquely authentic voice to his podcast, blending life, family, and business together. Ken is a seasoned expert with almost three decades of experience in executive recruiting. In his podcast, he focuses on revealing the secrets of recruiting, retention, and real HR strategies. The podcast is not preachy, academic, or theoretical. It provides authentic perspectives on the challenges, triumphs, and quirks that make the hiring game both exhilarating and unpredictable. Twice a month, Ken offers tactical advice and industry insights to empower listeners to navigate the intricate world of executive recruiting confidently. "Hiring Matters" is your go-to resource for elevating your hiring game and equipping you with the tools to build, grow, and lead truly exceptional teams. Brace yourself for Ken's "Recruiter Rant" episodes, where he shares unfiltered insights and behind-the-scenes revelations about the industry's hidden secrets. Get ready to gain more than expected from this informative and engaging podcast. Follow Ken on LinkedIn Powered by TurningPoint Executive Search: Helping business hire right. Chapters: 03:05 Introduction to Chelsea Grayson and her Leadership Journey 08:33 Challenges of Traditional Approaches to Marketing 10:19 Defining Innovation in Different Industries 13:01 Transition from Board Member to CEO 18:41 Training Leaders to Manage Vulnerability and Accountability 22:00 Imparting Leadership Style and Approach to Others 23:25 The Value of Executive Coaching for Leaders 24:21 The Importance of Effective Communication in Leadership and Crisis Management 32:16 Understanding Perspectives: Making Decisions on Social Issues 47:02 Advice for Up-and-Coming CEOs: Running Larger P&Ls and Engaging with the Board 48:22 Being Proactive, Decisive, and a Good Listener: Valuable Leadership Traits 36:23 The Role of Social Media in Communication and Brand Management 39:13 Consistency with Company Values and Brand in Communication 41:05 Building a Diverse Board for Different Perspectives 44:11 Making Difficult Decisions and Taking a Stand 45:05 Continuous Learning and Staying Informed 48:51 Empowering Employees as Brand Ambassadors   Keywords: leadership, vulnerability, accountability, engagement, executive coaching, fresh perspectives, communication, leadership, crisis management, CEO, employees, board members, stakeholders, social issues

Adam Haynes is a managing director at GLC Advisors, an M&A advisory firm that helps bootstrapped founders to successfully sell their companies. The software advisor team at GLC has been working with practical software founders for over 15 years and has completed over 100 software transactions.  In this expert interview, Adam shares: What has changed in software acquisitions in the last 20 years and recently through 2024 What are the valuation ranges and factors for practical SaaS companies under $10M revenue The 7 key areas that founders should be working on several years before an acquisition When should a SaaS founder consider using an M&A advisor Quote from Adam Haynes, M&A Advisor at GLC Advisors “When you are selling your company and the buyer is looking at all your challenges and problems, founders should know that deal breakers are very rare. Buyer and seller want to get a deal done, and there are ways to navigate around them.  “You can't have a software company without tech debt. That's okay. Nothing's perfect, but you need to have a remediation plan for it. If you were going to close a couple of big deals during diligence and you don't, or they get delayed, the valuation may take a hit. Or they might inject some structure like an earn-out if you can get these two deals signed. “But if you don't own your IP and don't own or clearly license all your code, that's tough to navigate around. Or if you've infringed on somebody. That can be a dealbreaker, but it isn't that common.” Links Adam Haynes on LinkedIn GLC Advisors on LinkedIn GLC Advisors website GLC Software Capital Markets Report – Q1 2024 The Practical Founders Podcast Tune into the Practical Founders Podcast for weekly in-depth interviews with founders who have built valuable software companies without big funding. Subscribe to the Practical Founders Podcast using your favorite podcast app. Get the weekly Practical Founders newsletter and podcast updates at practicalfounders.com. 

What information should a potential seller give out?How should a person taking a call evaluate the buyer and their seriousness and intentions?How should a seller interpret the strategic fit? What questions should a potential seller as and when should they ask them?What should a seller do between the first reach out and the next call? (Set up how RR sets up a screening call)What should a seller expect in a process? E.g. screening call, NDA, intro meeting, financials, LOI, DD, closeHow should a seller determine what their firm is worth?When should a seller start negotiating?How should a seller deal with multiple buyers?How should a seller work with their team?What role does an M&A advisor play for a seller?RELATED EPISODES:Episode 156: Understanding Caps and Baskets in M&A Transactions. Listen now >>Episode 141: Add-Backs 101. Listen now >>Episode 92: Why You Should Take the Call from an M&A Advisor. Listen now >> Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

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.

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.

Brad Wayland is the Managing Director and M&A Advisor at Quiet Light, a brokerage firm that helps online business owners execute successful exits. As a thriving entrepreneur, he has almost 20 years of experience marketing and operating online businesses. Starting in 2003, Brad helped create an online custom t-shirt company that became a multimillion-dollar enterprise. Later, he started building other e-commerce businesses and investing in existing companies. Over the last 10 years, Brad has constructed, purchased, or sold more than 30 web properties. In this episode… Are you looking to sell your business? What do you need to know to maximize the value of your business during the exit process?  Seasoned entrepreneur Brad Wayland knows selling a business is a daunting and complex task that involves a lot of preparation, strategy, and negotiation. To increase the value of your business, it is crucial to have a clear and realistic plan that takes into account market trends, competition, financials, risks, and opportunities. This plan should include a thorough assessment of the business's strengths and weaknesses, a clear value proposition, a realistic timeline and budget, and a careful selection of potential buyers based on their compatibility, financial capacity, and strategic fit. All the moving parts can be overwhelming, so Brad recommends hiring an M&A advisor or agency with the expertise, network, and experience to guide you from valuation and marketing to negotiation and closing. In this episode of the Quiet Light Podcast, Pat Yates sits down with Brad Wayland, Managing Director and M&A Advisor at Quiet Light, to discuss strategies for a successful business exit. Brad explains the right time to sell a business, the importance of having an advisor to guide you through the process, and how to prepare a business for a smooth and lucrative exit. 

You've done a lot of hard work of finding a suitor and there's an LOI you've agreed to. We want to walk through some of the major steps as you work towards a deal close. The linear flow! First comes the LOI, then a big due diligence list which could come with a quality of earnings, then there may be a chance for renegotiation of the deal, through this process you will get different data requests (some outside of the formal due diligence list), be prepared to look at employments agreements, forecasts,  and ultimately you are working towards a finalized deal and putting things together with post integration planning. Really work hard towards that close date and be sure to have the right team and advisors by your side!Episode Talking points:What does it look like after the non-binding LOI is assigned?What is the timeline between LOI and close?What approach to take during due diligence and how to not get overwhelmedUsing an M&A Advisor for deal negotiationCreative solutions during this difficult phaseUnderstanding the forecast for the futureIntegration & Growth planningWhen do the teams meet?Preparing for schedules with the definitive agreementsPost Integration planning Getting the Due Diligence ListFinancial: P&Ls, tax returns, AR aging, AP aging, revenue by contract, EBITDA supportCompany operations: Corporate records, employee documents, employee census, updated org charts, benefits informationContracts & commitments: bank loans, lines of credit, financing arrangements, customer contracts, insurance infoAudit results: any info on past audeitsMarketing and sales: samples or marketing material, sales experience,Technology audit Related EpisodesEpisode 79: Buyer's Perspective: Due Diligence. Listen now >>Episode 80: Seller's Perspective: Due Diligence. Listen now >>Episode 104: Honoring the LOI: When to Consider a Re-Trade. Listen now >>Episode 105: Pre LOI and Post LOI Information Requests. Listen now >>Listen to Shoot the Moon on Apple Podcasts or Spotify.

Christopher A. Panagiotu is a respected financial author, podcaster, and trusted wealth manager. His financial planning business in Washington state, CAPitalize Your Finances, led him to create a podcast and book of the same name, “CAPitalize Your Finances: The How-To Financial Framework That Takes You from Compoundingly Clueless to Monetarily Magnificent.”  Chris joins Succession Stories host Laurie Barkman to discuss what eventually all business owners need to determine about their exit and financial future. Know what you need to live on so you don't find yourself surprised if the after-tax number doesn't fully meet your retirement needs.  Listen in as they talk about ways business owners can capitalize for retirement today. Why you should work with an M&A Advisor to reverse engineer what you think you are going to sell that business for, and know what you actually need to live on during retirement -- that way, if there's a gap you'll have time to close it. Enjoy this Succession Stories episode about how business owners can capitalize their retirement with Chris Panagiotu.   Find Chris Here: https://capitalizeyourfinances.com/   My Links: ⏰️ Meet With Laurie: https://thebusinesstransitionsherpa.com/connect/

Todd Taskey has been an entrepreneur, business owner, investment banker, and business finance advisor for over 20 years. He is 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 addition to his role at Potomac Business Capital, Todd is an angel investor at multiple companies, including Zoomph, Whitebox Inc, and RightEye LLC. He is also the host of the Second Bite Podcast, where he talks with top CEOs and entrepreneurs about creating valuable companies through creative transactions.  In this episode: One of entrepreneurs' standard desires is attaining the freedom to work when and where they want. Selling and exiting your business is a viable option, but it requires extensive due diligence and a systematic process to execute effectively. How can you source and finalize optimal acquisitions? According to seasoned M&A advisor Todd Taskey, the buyer acquires 100% of the business in an ideal transaction while the seller maintains equity in the new company. This can be accomplished through a private equity acquisition or by partnering with a company that specializes in your industry. Before executing any deal, Todd emphasizes maintaining your organization's quality by implementing processes to systematize operations and finances. In today's episode of Systems Simplified, Adi Klevit is joined by Todd Taskey, the M&A Advisor at Potomac Business Capital, who details the components of a successful business transaction. Todd also explains how to evaluate potential companies for acquisition, the road to post-acquisition freedom, and the ideal time to exit a business.

Tech M&A has rebounded, and acquirers have trillions to commit to acquisitions and recapitalizations. Is it time for you to calibrate the M&A market? Preparation is key. In this webcast, we'll share 12 tips recently broadcast at the world's largest online tech M&A forum, "12 Tips for Choosing an M&A Advisor." These tips are important considerations as you look at M&A as an option for your company. Also, we'll share our Mid-Year Tech M&A Report. Corum's research team will report on all six technology sectors and 29 subsectors. What are the key deals and trends you should know about? What valuations are companies like yours receiving? What will the Tech M&A landscape look like in the second half of 2023? Take advantage of this opportunity to gain insight into the current M&A climate that will help you formulate your growth or exit plan.

Jeffrey is the Managing Director of the Valuation Practice at Objective, a leading investment banking, and valuation firm. They have executed over 500 M&As worth $1 billion dollars, and Jeffery leads execution across all valuation engagements in collaboration with the other Manager Directors. Throughout his 30-year career, Jeffrey has performed over 1,000 valuations himself for publicly traded and privately held companies in the retail, healthcare and technology industries. Jeffrey has made such a large impact on the Valuation Practice by creating consistently exceptional results that the firm was named a Top 10 Valuation Services Company in the US 2021 by CFO Tech Outlook, Best Valuation & Investment Banking Firm in California 2021 by Acquisition International, and Valuation Firm of The Year 2020 by M&A Advisor. On the podcast, Jeffrey discusses: - Increasing your company's valuation without actually changing much how it operates. - The best tool for business owners interested in eventual sale: Valuation Gap Analysis - How to effectively transition your business to family and/or leadership team - Elements of an effective buy-sell company agreement: surprises, pitfalls, and best practices.   Social Media Links: https://www.linkedin.com/in/jeffrey-brewster-cfa-cva-4296ab10/ Jeffrey Brewster Contact Information: jeffrey.brewster@objectivecp.com (469) 394‑1448   Objective website: https://objectivecp.com/

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 addition to his role at Potomac Business Capital, Todd is an angel investor at multiple companies including Zoomph, StreetShares, and LiveSafe. He is also the host of the Second Bite podcast, where he talks with top CEOs and entrepreneurs about creating valuable companies through creative transactions. In this episode of the Smart Business Revolution Podcast, John Corcoran interviews Todd Taskey, M&A Advisor at Potomac Business Capital, to share valuable insights for entrepreneurs and business owners interested in buying or selling a business. Todd discusses how his background as a financial advisor influenced his perspective as an M&A advisor, the complex (but rewarding) process of helping businesses sell their assets, and the people that inspired him along the way.

Todd Taskey is an investment banker and M&A Advisor at Potomac Business Capital, a company focused on helping businesses with company evolution, exit planning, and M&A investing. Before joining Potomac, Todd was the Principal (Certified Financial Planner) at Solutions Planning Group, Inc. Todd is also an Angel Investor for many companies, including Zoomph, StreetShares, and LiveSafe.  In this episode… Private equity transactions are a great way to grow a business. So what should you know about the different types of transactions, and how can you leverage them to maximize your company's value? Investment Banker and M&A Advisor at Potomac Business Capital, Todd Taskey, talks about his company's notable private equity transactions. With Dr. Jeremy Weisz of Rise25, Todd shares his most popular podcast episodes, explains evolutionary sales, and discusses how transactions differ between private equity companies.

LifeBlood: We talked about the human side of M&A, why so many deals fail, how to manage expectations, and the necessity of addressing the people side of deals with Jennifer Fondrevay, Founder of Day1Ready, M&A Advisor, and author. Listen to learn why it's a common mistake to tell people that nothing is going to change! You can learn more about Jennifer at JenniferJFondrevay.com, Twitter and LinkedIn. Get your copy of Now What HERE. Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review here: ​​https://ratethispodcast.com/lifebloodpodcast You can learn more about us at LifeBlood.Live, Twitter, LinkedIn, Instagram, YouTube and Facebook or you'd like to be a guest on the show, contact us at contact@LifeBlood.Live.  Stay up to date by getting our monthly updates. Want to say “Thanks!” You can buy us a cup of coffee. https://www.buymeacoffee.com/lifeblood

Host: Selbi Allaberenova, Marketing Manager at GMAT ClubLisa Rios serves as Assistant Dean for MBA Admissions at NYU Stern School of Business, leading a team of 20 professionals. In this capacity, she oversees the core admissions function for the School's full-time MBA programs, as well as marketing and operations. Lisa joined Stern in 2008 and has evaluated nearly 50,000 full-time MBA applications and seen nearly 5,000 new full-time students start their MBA journeys during her nearly 14 years at the School. The best part of her role is that it does not feel like a “job”; she loves what she does. The biggest reason for this is the “Sternies” with whom she works every day; the second is the fast pace at which Stern innovates and challenges its people (including the Admissions team) to ideate, to try new things, and to continue to learn. She also enjoys the travel that is part of her job and the chance to explore other cultures; Mumbai, London, Istanbul, Tokyo, Toronto, and Beijing are just a few of her recruiting stops. And, the places she does not get to visit in person, she experiences through applicants' vivid images and descriptions in their “Pick Six” visual personal expressions admissions essays.In addition to her role leading the MBA Admissions team, Lisa also serves as a program chair for a cohort of MBA students as part of the School's Leadership Fellows Program. She also hosts one-on-one sessions with students to help them understand their individual Intercultural Development Inventory® (IDI®) results and development plan as part of Stern's commitment to diversity, inclusion, belonging, and equity (IDBE).Devna Shukla is an Emmy award-winning producer and currently a Senior Business Development Manager at Microsoft. Before Microsoft, Devna studied political science at UCLA and received an MBA from NYU Stern. After graduating from UCLA, Devna joined CNN's "Anderson Cooper 360" and ultimately became an editorial producer for the program, covering historic moments including the Newtown shooting, the Ebola crisis, and the Boston Marathon bombing. While at NYU, Devna was co-president of the Stern Technology Association, Vice President of Allyship for the Hispanic and Black Student Association, and co-host of the student podcast, "Stern Chats." Devna was also awarded the Joseph H. Taggart award, Stern's highest honor for excellence in leadership, community service, and academics.  Now at Microsoft, Devna works on strategic content partnerships to engage over a billion users across Windows, Edge, MSN and Bing.Drew Stern (He/Him) is an award-winning technology CEO and a proud LGBTQ+ leader with 3 high growth exits over the last 9 years. Throughout his career he's cultivated a portfolio of experience creating, growing and exiting successful SaaS start-ups, as well as leading Product, Marketing, Operations and Alliances for Fortune 100 companies. Drew is currently the CEO and Founder of Stageyo- an early stage start-up and the world's 1st digital marketplace specifically for stage performers to directly engage their supporters through unique content, experiences and patronage.  Previously, he was the CEO & Co-Founder of Esquify, a venture-backed, AI-driven tech company which was acquired by Xact Data Discovery (XDD) in Dec. 2018. As a product innovator and accomplished technology executive, Drew has held leadership positions at Salesforce/Buddy Media, XDD/Consilio and American Express, has been recognized as ‘40 Under 40' by M&A Advisor, winner of the "US LegalTech Venture Competition" and a ‘Notable LGBTQ Exec' and a "Notable Entrepreneur" by Crain's Business Chicago. He holds his MBA from the NYU Stern School of Business.

Todd Taskey is an investment banker and M&A Advisor at Potomac Business Capital, a company focused on helping businesses with company evolution, exit planning, and M&A investing. Before joining Potomac, Todd was the Principal (Certified Financial Planner) at Solutions Planning Group, Inc. Todd is an Angel Investor for many companies including Zoomph, StreetShares, and LiveSafe.  In this episode… Are you considering selling your business for more growth opportunities? How can you ensure that your acquisition is profitable? Investment banker and M&A advisor at Potomac Business Capital, Todd Taskey, talks about how to prepare for business acquisitions in a dynamic market. With Dr. Jeremy Weisz of Rise25, Todd shares how the current market affects business deals, the two major types of transactions, and what sellers should expect regarding valuation deal structures.

Joe shares insights from decades of selling companies that will help you get the most money for your company when you sell it. About Joe ValleyJoe Valley is a serial entrepreneur, EXITpreneur, M&A Advisor, Podcaster and Partner at Quiet Light Brokerage, one of the top online business brokerage-advisory firms in the world. Joe has also built, bought, or sold over half a dozen of his own companies. And over the last nine years, he has mentored thousands of entrepreneurs whose goal is to achieve their own eventual exit. He is a ​Certified Mergers & Acquisitions Professional, and a frequent guest expert in mastermind groups, AMAs, on podcasts, and at speaker events for entrepreneurs worldwide. EDGE's Weekly NewsletterJoin over 17,000 others and sign up to receive bonus content. It's free sign up here >>> EPISODE LINKS: EXITPreneur Quiet Light Brokerage PODCAST INFO: Apple Podcasts: EDGE on Apple Podcasts Spotify: EDGE on Spotify  RSS Feed: EDGE's RSS Feed Website: EDGE Podcast SUPPORT & CONNECT EDGE's Weekly NewsletterJoin over 17,000 others and sign up to receive bonus content. It's free sign up here >>> Please Support this Podcast by checking out our Sponsors: Mad River Botanicals 100% certified organic CBD products. The product is controlled from seed to end product by it's owners. Use code: EDGE22 to get 10% off all your orders. Shop here>>> *We respect your privacy and hate spam. We will not sell your information to others.  

Marty M. Fahncke (Pronounced Fawn-Key) had his first business exit experience over 20 years ago when a business he launched with a couple of friends was acquired for 7 figures after just 18 months in business. This resulted in Marty having a completely skewed perception of what it takes to sell a business. He thought every business owner had people knocking on the door waiting to throw wads of cash at them!20 years later, Marty has helped businesses scale to over $1 Billion in revenue, and executed over $400 million in Mergers and Acquisitions. He and his partners are actively acquiring businesses in a variety of verticals, including e-commerce, consumer goods, health & wellness, agencies, SaaS, and more. He is also an M&A Advisor, helping business owners on both sell-side, and buy-side, helping companies execute a “Growth through acquisition” strategyAfter dozens of transactions, he now knows that buying or selling a business can be frustrating, stressful, and time-consuming. But it can also be rewarding, fun, and of course, lucrative. Today, Marty is here to share with our listeners what he's learned in the M&A trenches, and he hopes to help you remove some of the frustration and stress, and focus on the fun and financial rewards of buying and selling businesses. --------------------------------------------------Contact Marty onLinkedin: https://www.linkedin.com/in/martyfahncke/Website: https://www.westboundroad.com/----------------------------------------------------------------------------------------------------Reach me to sell me your business, be on my podcast or just share some love:Linkedin: https://www.linkedin.com/in/ronskelton/Twitter: https://twitter.com/ronaldskeltonFacebook: https://www.facebook.com/How2ExitHave suggestions, comments, or want to tell us about a business for sale call our hotline and leave a message: 918-641-4150----------------------------------------------------------------------------------------------------Watch it on Youtube: https://youtu.be/kvHk4hbxnOM----------------------------------------------------------------------------------------------------Other interviews:Zoran Sarabaca: https://youtu.be/OLqszNP7yHYJohn Andrews: https://youtu.be/vmGWbd2y5x0Chris Daigle: https://youtu.be/jHWzFGRbpD4Arturo Henriquez: https://youtu.be/uwN7y8AE4EQJoe Valley: https://youtu.be/ZQLdybxcZKsChristopher Wick: https://youtu.be/xhIf9ltgedAJonathan Brabrand: https://youtu.be/oC82Ls54CXoCarl Allen: https://youtu.be/VIU2Lqj_FY4Klint Kendrick: https://youtu.be/eJ2GICCj2TAWalker Deibel: https://youtu.be/xoUH_Ixeook--------------------------------------------------

How do family businesses need to transform to survive through the next generation? Today we talk with Laurie Barkman, who is a business transition sherpa, certified M&A Advisor, and founder of the firm, SmallDotBig. Laurie explains what impacts business value, common mistakes leaders make, and how to prepare your business as a more valuable, sellable asset. Laurie is the former CEO of a $100 million revenue company with an exit to a Fortune 50 company. With more than 25 years of C-Suite and award-winning marketing expertise, she provides actionable perspectives to drive sustainable value. She is a Partner with Stony Hill Advisors, a mergers and acquisitions firm, through which she guides owners through the complex process of letting it go. Laurie is also an Adjunct Professor of Entrepreneurship at Carnegie Mellon University. She leads executive workshops with Vistage, and hosts a weekly podcast called Succession Stories. 80% of business owners want to stop working in their business in the next 5-10 years, but most have not planned for that transition. Listen as Laurie reveals the steps needed to prepare ahead of time, so you are ready to transition successfully when the time comes. What We Discuss With Laurie Barkman in This Episode Why succession planning is so hot right now Market dynamics and types of buyers What impacts business value, and how it is calculated Factors that reduce your business value How to increase your business valuation Common mistakes owners make when selling their company How Laurie got into this industry What owners can do to start preparing their business to be more sellable Episode Show Notes: https://tinyurl.com/yc69275p 

Welcome to the new episode of High Voltage Business Builders! Today's guest is my friend Joe Valley, a serial entrepreneur, EXITpreneur, M&A Advisor, Podcaster, and Partner at Quiet Light Brokerage, one of the top online business brokerage-advisory firms in the world.Joe has also built, bought, or sold over half a dozen of his own companies. And over the last nine years, he has mentored thousands of entrepreneurs whose goal is to achieve their own eventual exit. He is a ​Certified Mergers & Acquisitions Professional, and a frequent guest expert in mastermind groups, AMAs, on podcasts, and at speaker events for entrepreneurs worldwide.Today he's making some predictions about 2022 and sharing valuable pieces of advice for people that are running and/or selling online businesses, and everybody in between.So make sure you stick around! Additional sources:If you're a passionate business builder yourself, visit http://voltageb2b.com to get in touch now.

Todd Taskey is an investment banker and M&A Advisor at Potomac Business Capital, a company focused on helping businesses with company evolution, exit planning, and M&A investing. Before joining Potomac, Todd was the Principal (Certified Financial Planner) at Solutions Planning Group, Inc. Todd is an Angel Investor for many companies including Zoomph, StreetShares, and LiveSafe. In this episode… What details matter most to buyers and sellers? What makes two companies a good fit for each other? Investment banker and M&A Advisor at Potomac Business Capital, Todd Taskey, discusses what you need to know for successful transactions from the last year of podcast guests. With Dr. Jeremy Weisz of Rise25, Todd discusses several transactions he helped coordinate, stories of incredible founders, and the nitty-gritty details that make a transaction profitable for both parties. 

LifeBlood: We talked about mergers and acquisitions, how healthcare have changed and evolved in recent years, the important variables to consider regarding deal making and the role the human element plays with Michael Roub, Founder of Inflection360, consultant and M&A Advisor.  Listen to learn why perfection is the enemy of good and how to avoid making this common error! For the Difference Making Tip, scan ahead to 18:43! You can learn more about Michael at Inflection360.com, Facebook, Twitter and LinkedIn. Thanks, as always for listening!  If you got some value and enjoyed the show, please leave us a review wherever you listen and subscribe as well.  You can learn more about us at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, Pinterest, YouTube and Facebook or you'd like to be a guest on the show, contact George at Contact@GeorgeGrombacher.com.

Matt Lockhart, Revenue Rocket EVP is taking over this week's podcast as the "new guy." Matt is the newest member of the Revenue Rocket team after being an operater of a company Revenue Rocket helped with their M&A strategy. Listen as he talks about his lens from going from being an IT Services Provider to an M&A Advisor.

Todd Taskey is an investment banker and M&A Advisor at Potomac Business Capital, a company focused on helping businesses with company evolution, exit planning, and M&A investing. Before joining Potomac, Todd was the Principal (Certified Financial Planner) at Solutions Planning Group, Inc. Todd is an Angel Investor for many companies including Zoomph, StreetShares, and LiveSafe. In this episode… What are the advantages and disadvantages of setting up an earn-out for your business acquisition? How can you make sure you don't lose money in the process? Investment banker and M&A Advisor at Potomac Business Capital, Todd Taskey, talks about how to avoid the common pitfalls that can happen when structuring an earn-out. With Dr. Jeremy Weisz of Rise25, Todd discusses the criteria for a successful earn-out, tips for negotiating with a private equity firm, and the Waterfall principle of acquisition.

Joe Valley is a serial entrepreneur, M&A Advisor, podcaster, and Partner at Quiet Light, one of the top online business brokerage-advisory firms in the world. He is the author of The EXITPreneur's Playbook: How to Sell Your Online Business for Top Dollar by Reverse Engineering Your Pathway to Success and host of the Quiet Light Podcast. As a Certified Mergers & Acquisitions Professional and a frequent guest expert in mastermind groups, AMAs, podcasts, and speaker events for entrepreneurs worldwide, Joe has mentored thousands of entrepreneurs who want to manage their own exit. In this episode… Do you have the stamina to pursue a dream, fail big, and still keep going? Joe Valley's honesty and integrity are evident as he shares raw stories of failure, greed, lessons learned, and building his company to help other entrepreneurs succeed. There is an overwhelming success that can be achieved if you are persistent, open to learning, building relationships, growing, and simply being a good person. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz talks with Joe Valley, a Partner at Quiet Light, to hear his insight on becoming a successful serial entrepreneur and best-selling author. Joe also shares the benefits of utilizing media for advertising, tips for buying and selling a business, and how to epically fail — and still succeed. Stay tuned!

Todd Taskey is an M&A Advisor for CEOs and Entrepreneurs at Potomac Business Capital. For over 20 years, he has been an entrepreneur, business owner, investment banker, and business finance advisor. As well as offering M&A advice and investment banking services, Todd has also been a founding investor, member of the Board of Directors, or part of the management team of several businesses. He helps CEOs and entrepreneurs develop a successful exit strategy by understanding the mid-market investment banking process.Todd sheds some light on what really goes down during an agency acquisition, what you need to prepare and strategize for an acquisition, when is the best time to exit, how to negotiate your way into getting the most value out of the deal, and what you should watch out for to prevent deals from falling through.This Cast Covers:A horrific story about mergers and acquisitions that prompted Todd to speak about this on the podcast (01:28)What's mostly missing from these deals that are vital to know when selling your agency (05:15)Is narrowing down in a niche important in being acquired or does it differ among industries? (08:50)The most valuable thing an acquirer looks for to maximize your multiples when you do exit (12:54)Why you better have a signed letter of intent with your chosen acquirer (13:44)When you sign a letter of intent with somebody, those guys should be ecstatic that they were chosen as the acquirer because a couple of things will happen (13:44)Most common mistakes Todd sees agency owners making when getting on deals (13:55)Two critical things when looking at the size of EBITDA you should consider before selling your agency (18:17) Two key concepts that you need to know so you don't lose a great deal of money in an acquisition (18:51) How to handle “deal fatigue” - a normal phenomenon most agency owners experience when going through the motions (24:43)What founders should be optimizing in their agencies today before considering being acquired (32:04) How important is EBITDA (earnings before interest, taxes, depreciation, and amortization) versus contract link and SD (seller discretionary)?Having these operations and systems in place before the acquisition will make the process run a whole lot smoother and easier (33:34)Are acquisitions a strategic play to grow their business or creating more havoc for an agency? (40:41)Additional Resources:The Sales Driven AgencyThe Best Damn Agency MastermindSecond Bite PodcastTodd Taskey on LinkedinPotomac Business Capital

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 M&A advice and investment banking activities, 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… What's the most valuable thing you should know when selling your agency? Beyond that, how do you navigate the entire process, knowing that the buyer is coming with a team whose job is to close that deal? But you, on the other hand, are an expert at running your business and not much else. How do you ensure you're not blindsided?  You'll get answers to these defining questions and more, as Todd Taskey of Potomac Business Capital reveals the intricacies of an agency acquisition process. From the reasons why many deals fall through to knowing how your company is valued, Todd spares little to the imagination providing the finer details of selling your agency.  Listen to this episode of the Inspired Insider Podcast with Dr. Jeremy Weisz featuring M&A Advisor for Potomac Business Capital, Todd Taskey. They discuss the most valuable thing an agency should know when selling their company, second bite, multiples, and how to determine what your business can sell for, why some acquisition deals fall through, and lots more. Stay tuned. 

On this “What's Next” episode, Laurie Barkman is joined by Jon Dwoskin, business coach and author of the Think Big Movement. Jon shared his experience selling his first company, and the cancer diagnosis that changed not only his career, but his outlook on life. Facing death head-on made Jon realize how his biggest fears were holding him back. Instead, he turned it into a mission helping people get unstuck. Be sure to listen for Jon's actionable ideas for trusting your intuition and taking action on small things for big results in your life.    Listen in to learn more about: The value of your gut quotient and the importance of listening to your intuition Finding your unique abilities and tapping into them for success Critical specific, measurable leading activities to prevent burnout and achieve fulfillment  Getting unstuck and moving past fear Little things that steer you to your big goals   Show Links: Jon's website: https://jondwoskin.com/ Laurie Barkman on LinkedIn: https://www.linkedin.com/in/lauriebarkman/ Laurie's website: https://www.smalldotbig.com    If you're interested in exploring your succession options, take the next step to request a confidential meeting with Laurie: https://smalldotbig.com/schedule-an-initial-call   Here's to your success! Laurie Barkman Host, Succession Stories Podcast Business Transition and M&A Advisor lbarkman@smalldotbig.com 

Todd Taskey is an investment banker and M&A Advisor at Potomac Business Capital, a company focused on helping businesses with company evolution, exit planning, and M&A investing. Before joining Potomac, Todd was the Principal (Certified Financial Planner) at Solutions Planning Group, Inc. Todd is an Angel Investor for many companies including Zoomph, StreetShares, and LiveSafe. In this episode… What are the challenges of selling, and how do you know if you're selling too soon? What are the best ways to structure a deal for maximum value?  Investment banker and M&A Advisor at Potomac Business Capital, Todd Taskey, talks about the challenges and rewards of selling your company. With Dr. Jeremy Weisz of Rise25, Todd shares stories of businesses that failed and succeeded in selling, tips for becoming more confident in your deal, and advice on how to measure (and increase) the value of your company. Stay tuned.

For many business owners, selling your company is typically a once in a lifetime transaction. But it's hard to know how it all works until you're in it. On this episode, Laurie Barkman talks with M&A and boutique investment banker, Dave Eichenlaub from Confluence Advisors, about deal dynamics and what makes a business ready for sale. They explore what can make or sink a deal, and the role of trusted advisors to help bring it all together. Listen in to learn more about: What deal dynamics emerged during the pandemic and potential impacts on activity this year Timing considerations for a typical merger and acquisition process and what can sink a deal The role of trusted advisors in a potential M&A transaction and when they should be consulted What makes a business ready for sale Forward thinking and pre-planning for a future transition to be successful   Show Links: Confluence Advisors website: http://www.confluenceadvisorsllc.com/   Confluence Advisors on LinkedIn: https://www.linkedin.com/company/confluence-advisors-llc/ Laurie Barkman LinkedIn: https://www.linkedin.com/in/lauriebarkman/ SmallDotBig website https://www.smalldotbig.com    If you're interested in selling your business, or acquiring a company, take the next step to request a confidential meeting with Succession Stories Podcast host, Laurie Barkman: https://smalldotbig.com/schedule-an-initial-call   Here's to your success! Laurie Barkman Host, Succession Stories Podcast Business Transition and M&A Advisor lbarkman@smalldotbig.com 

Laurie Barkman is joined by Kevin Urrutia, CEO of Voy Media, and co-founder of Maid Sailor, a NYC cleaning services company that he sold last year. Kevin details his experience in building the business from scratch, running it for six years with his brother, and having an exit amidst the pandemic.    Listen in to learn more about: How a fearless, willing-to-learn mindset can fuel success Why you should use a scalable training model when building your business Benefits of productizing your service  How recurring models can boost your cash flow and help scale your business faster   Show Links: Kevin Urrutia Twitter: https://twitter.com/danest   Laurie Barkman LinkedIn: https://www.linkedin.com/in/lauriebarkman/ SmallDotBig website https://www.smalldotbig.com    If you're interested in selling your business, or acquiring a company, take the next step to request a confidential meeting with Succession Stories Podcast host, Laurie Barkman: https://smalldotbig.com/schedule-an-initial-call   Here's to your success! Laurie Barkman Host, Succession Stories Podcast Business Transition and M&A Advisor lbarkman@smalldotbig.com 

Todd Taskey is an investment banker and M&A Advisor at Potomac Business Capital, a company focused on helping businesses with company evolution, exit planning, and M&A investing. Before joining Potomac, Todd was the Principal (Certified Financial Planner) at Solutions Planning Group, Inc. Todd is an Angel Investor for many companies including Zoomph, StreetShares, and LiveSafe. In this episode… How can businesses earn more from their second bites? What are the two sentences that can make or break a profitable deal? Todd Taskey knows and is here to share them with you. On this episode of the Second Bite Podcast, Dr. Jeremy Weisz has a conversation with M&A Advisor at Potomac Business Capital, Todd Taskey. They discuss successful exit strategies, how to gain more profit when selling a business, the relationship between sellers and buyers, and much more.

Successful M&A deals begin with a deal making mindset. Find out the measures you need to take to make a winning deal. Corey Kupfer is an expert strategist, deal-maker, attorney and consultant. He shares how his background in law ultimately led to his success in helping clients iron out the most critical aspects of business deals. What does it take to truly build value and get offers that match your expectations? Listen in as Laurie Barkman talks with Corey about the mindset you need to adequately prepare for successful M&A deals. Listen in to learn more about: The importance of having a deal-driven mindset What entrepreneurial freedom truly means and how it can create value for your company. Common pitfalls to avoid as you go about creating business value Factors that can lead to buyers making lower offers than anticipated How digital assets are valued when a deal is under evaluation Show links: Corey Kupfer website: https://www.coreykupfer.com/ Corey Kupfer on LinkedIn: https://www.linkedin.com/in/coreykupfer Connect with the show host, Laurie Barkman on LinkedIn: https://www.linkedin.com/in/lauriebarkman/    If you're interested in selling your business, or acquiring a company, take the next step to request a confidential meeting with Laurie Barkman, Business Transition and M&A Advisor, here: https://smalldotbig.com/schedule-an-initial-call

Kenneth H. Marks is the Founder and Managing Partner of High Rock Partners, a boutique firm providing M&A and strategic advisory services to middle-market companies. Prior to founding High Rock Partners, he served as the President of JPS Communications, Inc. Kenneth also founded and grew the engineering and electronic manufacturing company Kenmar Business Groups, Inc., to $22 million in revenue while serving as the President and CEO during the ‘80s and ‘90s. Kenneth is the co-author of many books, including Middle Market M&A: Handbook for Investment Banking and Business Consulting; The Handbook of Financing Growth: Strategies, Capital Structure, and M&A Transactions; and Value Levers: Increase the Value of Your Business From 3x to 7x. Kenneth is a Certified Merger & Acquisition Advisor, has a background in electrical engineering, and holds an MBA from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. In this episode... The pandemic disrupted the business-as-usual model in many sectors, including mergers and acquisitions. As business leaders are emerging from lockdown, so is the market. If M&A is part of your strategy — as a path to growth or as an exit — how should you adjust your thinking as the economy emerges from the pandemic? Kenneth H. Marks talks about this and more as he joins Thomas A. Stewart on The Leading Edge — a place where new ideas emerge and are sharpened, and where leaders look to find the edge that brings success for themselves, their teams, and their enterprises. According to Kenneth H. Marks, a certified M&A Advisor and co-author of Middle Market M&A, we're in a potentially hot deal environment where there's a great deal of capital looking for places to invest as well as some pent-up demand to sell. Nevertheless, the market is still uncertain; valuations are unclear, and trends are hard to read. In this kind of environment, Kenneth says, companies need to understand their personal and corporate objectives — which might not be identical — and be ruthlessly honest about their strengths, weaknesses, opportunities, and threats. In this type of climate, personal and company clarity are more valuable than ever, as personal objectives and company objectives can sometimes diverge. Stay tuned!

Todd Taskey is an investment banker and M&A Advisor at Potomac Business Capital, a company focused on helping businesses with company evolution, exit planning, and M&A investing. Before joining Potomac, Todd was the Principal (Certified Financial Planner) at Solutions Planning Group, Inc. Todd is an Angel Investor for many companies including Zoomph, StreetShares, and LiveSafe. In this episode… What process goes into making a successful exit out of a business? Is it possible to make an exit strategy fun? Todd Taskey is here to tell you. On this first episode of the Second Bite Podcast, Dr. Jeremy Weisz talks with M&A Advisor at Potomac Business Capital, Todd Taskey, about Potomac's process and strategy for helping businesses make an exit, why the second bite matters, and much more.

As CEOs & Entrepreneurs, I suspect many of you have at least considered the possibility of an exit, whether it be in the near or long-term future. In my experience selling my own business, the selection of my M&A Advisor was perhaps one of the most important decisions that I had to make, and in retrospect so many other decisions (and their outcomes) flowed directly from this one critical choice. I once chose a bad advisor, and have since worked with a great one. Based on these experiences, I have an enhanced appreciation for the specific variables that I think are important to consider when making this critical decision. Today's Audio Blog explains each variable that I think you should consider in selecting your own M&A Advisor, in hopes that you will be able to benefit from my lessons without having to experience the heartache that led to them in the first place! ******************** If this episode provided you with value, would you mind leaving a rating and/or review wherever you access your podcasts? Ratings and reviews help me secure guests that would otherwise be difficult to obtain, and it is exactly these types of people that I want each of you to learn from. Any ratings and/or reviews would be much appreciated :)

On this show, we talked about building personal and financial freedom through entrepreneurship, buying and selling businesses, the importance of due diligence and making better decisions, and how to create a self-managing busienss with Domenic Rinaldi, CBI, M&A Advisor, podcaster, speaker and Managing Partner of Sun Acquisitions.  Listen to learn what variables to consider when you’re thinking about buying a business!  You can learn more about Domenic at SunAcquititions.com, Facebook, Twitter and LinkedIn. Learn more about Money Alignment Academy and bringing Financial Wellness to your organization.   We’re honored to have been named one of the top podcasts for investing! We’re on YouTube, check us out! George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2020! Have George speak to your organization. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.

David Newell is an M&A Advisor at Quiet Light, a business advisory firm that helps online entrepreneurs achieve amazing exits. His main areas of expertise include e-commerce/Amazon FBA, SaaS, and content companies that range in size from $1 million to $25 million. David is also the Founder and CEO of Inner Truth Media, a digital platform for podcasts, video courses, and articles about spirituality and personal development. Before joining Quiet Light, he was an investment banker and spent three years in internet brokering, where he personally advised on the sale of 75 businesses. In this episode… Let's cut to the chase: you want to sell your business quickly and turn a large profit. But, with so many different paths for successfully transferring your company, how do you know which strategy will be best for you? Aggregators have recently become one of the most popular sources of transferability, especially in the Amazon FBA world. In short, these companies want to purchase and scale your business—ensuring not only a profitable exit for you, but also continued revenue down the road as they grow your business. However, transferring your business to an aggregator isn't necessarily as simple as it sounds. Today, Joe Valley and David Newell explain why and offer an alternative strategy that will boost your business' value in no time. In this episode of the Quiet Light Podcast, Joe Valley sits down with David Newell, a lead M&A Advisor at Quiet Light, to discuss everything you need to know before transferring your business to an FBA roll-up company. Listen in as Joe and David discuss what an aggregator is, why multiples aren't all they're cracked up to be, and the unmatched value of working with a brokerage during the exit process. Stay tuned to discover how to achieve a more profitable transfer this year!

Andrew Kline brings a broad background of professional sports experience, investment banking expertise, and industry knowledge to Park Lane. Kline has advised on M&A transactions in all of the major sports and also been fundamental in obtaining financing for many early-stage sports-based businesses. Kline is currently a member of the Stanford Executive Circle, Young Presidents Organization (YPO), the Association of Corporate Growth, the NFLPA, and the NFL Retired Players Association. In 2013, at the age of 36, Kline was named to The M&A Advisor’s 40 Under 40 list. Kline was also named to SportsBusiness Journal’s 2016 Power Players List in the Advisory category. Prior to founding Park Lane, Kline was drafted by the NFL World Champion St. Louis Rams, for whom he played center and quick guard. After retiring from the NFL, Kline became an active investor in the San Diego and Arizona real estate markets and brought sizable returns to investors in his fund. Kline also founded The Australian Surf Academy (sold to Surf Diva in 2004) and The Athletes Agency (sold 49% in 2005). Kline also served as the Chairman of the Athletes for Rudy Giuliani Coalition during Giuliani’s bid for the presidency. He serves on the Board of Directors of the Navy SEAL Family Foundation and is very active in fundraising efforts for Special Forces and Special Operations Forces. Kline attended San Diego State University, where he majored in Psychology, and the Business Management & Entrepreneurship Program at the Stanford Graduate School of Business. Kline has FINRA Series 7 and 63 registrations. Some of the Topics Covered by Andrew Kline in this Episode What Park Lane does and the different areas they're involved with Why Andrew decided to start Park Lane Starting a surfing company and real estate company Andrew's journey trying to buy the St. Louis Blues Helping sell Sidney's Kimmel's stake in the Miami Heat Building the team at Park Lane Navigating the 2008 financial crisis and how Andrew climbed out of the crash Managing a team of high-performers How Andrew looks at pursuing new opportunities for his business Time management and how Andrew manages his time What fuels Andrew today Andrew's experience playing for the St. Louis Rams The impact of twice-daily mediation on Andrew's performance Sign up for The Weekly Grind, for actionable insights and stories from successful entrepreneurs delivered to your inbox once per week: https://www.justgogrind.com/newsletter/ Listen to all episodes of the Just Go Grind Podcast: https://www.justgogrind.com/podcast/ Follow Justin Gordon on Twitter: https://twitter.com/justingordon212 Follow Justin Gordon on Instagram: https://www.instagram.com/justingordon8/

In this episode, Gina Cocking and Jeff Guylay continue their conversations around deal structure.  Today we explore earn outs, a form of contingent consideration in which the buyer and seller share both the risk and upside/reward based on the future performance of the business. Other episodes in our series about deal structure include price and terms, roll over equity, R&W insurance, and roll ups. Earn outs have been used in about 20% to 25% of middle-market M&A deals in the last few years, and the use of this financial tool is expected to increase during and after the COVID-19 crisis. The episode features guest Mark Kopidlansky of Munsch Hardt. Mark shares an attorney's perspective on earn outs and what tactics work best for buyers and sellers. In this episode, Colonnade Advisors addresses the following questions as related to earn outs: What is an earn out? (00:49) Jeff: “Contingent consideration - that's the simplest way to think about it." Why are earn outs put in place? (01:37) Jeff: "It's a risk-sharing mechanism. They shift risk back to the seller. Earn outs can be an important part of getting transactions done." What metrics are used in earn outs? (02:28) Gina: "In my experience, the buyer always starts at the bottom of the income statement, EBITDA or net income. The seller prefers a metric at the top line level, like revenue or units sold. We end up with a disconnect, and that's where negotiations come in to determine the best metric to use." Are earn outs standard in middle market M&A transactions? (03:46) Jeff: "In a perfect world, we agree on a price, and the buyer pays in cash in full at closing. No hold back, no escrow, no earn out; but that's not the way that a lot of our deals happen in the middle-market. Earn outs are frequently used (and becoming increasingly so) in middle-market transactions.” Is it possible to structure the earn out with multiple metrics? (06:29) Jeff: "You could key the earn out to a top-line metric, and then gate the earn out provided that earnings don't fall a certain level.” Who should have control of the company during the earn out period? (06:51) Jeff: "In nearly all earn out situations, the seller is still in control of the business.” Are there instances where a seller would want a longer-term earn out period? (08:25) Jeff: "Some clients want a really long earn out because they think that there's a big pathway ahead. And they think there's a huge opportunity.”  What percentage of deals have earn outs historically? (12:37) Gina: "15 to 25% of deals have earn outs as a component." How will the COVID-19 pandemic impact earn outs used in future transactions? (12:37) Gina: “My guess is that earn outs will be a tool that is deployed more consistently across deals because there is so much unknown (both downside and upside)." What happens when earn out discussions come up towards the end of a transaction? (13:33) Jeff: "When an earn out concept comes up late in the game, it's really a question of whether both parties want to get the deal done?" If the earn out equals one-times earnings in year one post-transaction, wouldn't the seller just keep holding the company and pay themselves that earn out? (15:38) Gina: "That gets back to the conversation around the seller's objectives. [Remember you may have already pocketed 7-8x earnings upfront.]”  What percentage of the total transaction is typically structured through an earn out? (16:59) Jeff: "In general, an earn out is a small percentage of the total transaction. It's often 20 or maybe up to 30% of the purchase price. 25% on average." Can earn outs go towards other holdbacks? (17:26) Jeff: "Oftentimes the earn out will mitigate or minimize any escrow or hold back." What is the sell-side advisor's role in reviewing the buyers' bids? Jeff: "As advisors, we draw on our experience in looking at term sheets and work with our seller clients to think four steps ahead, like in a chess game. Thinking through what the likely outcomes will be based on experience with working with particular buyers or just on transactions in general.” Gina invites Mark Kopidlansky, from Munsch Hardt, to share an attorney's perspective on earn outs and what tactics work best for buyers and sellers. What suggestions do you have from a legal perspective around structuring earn outs? (22:13) As a seller: Negotiate some sort of release from restrictive covenants Pursue a consent to jurisdiction provision in your hometown Know that if you continue in a management role, and something goes wrong, a buyer is a lot more likely to negotiate with you to keep you happy  Include in your employment agreement a clause that says you can quit for good reason if you are not paid under the purchase agreement/earn out  Seek out a clause so that, if you quit for good reason, you are released from any non-compete agreement Featured guest bio and contact information: Mark Kopidlansky Email: mkopidlansky@munsch.com   Bio: Mark Kopidlansky has extensive experience assisting principals and other participants in a variety of sophisticated corporate, securities and business transactions, including mergers, acquisitions and dispositions involving privately-held and publicly-traded companies, with a focus on high-end, middle market clients and transactions.   His representation of middle market clients consists of counseling clients in general corporate and commercial matters including with respect to joint venture and partnership agreements, shareholder agreements, buy-sell agreements, executive and employee stock option plans and compensation packages, consulting agreements, severance agreements, distribution agreements, covenants not to compete and confidentiality agreements, and license agreements.   Mark also has significant experience in capital market and capital raising transactions, including representing issuers in public and private equity and debt financing and refinancing transactions (including initial public offerings and other registered offerings, private placements and venture capital financings). His experience includes counseling clients with respect to corporate governance, disclosure and other securities law compliance matters (including compliance with SEC reporting and disclosure requirements).   Some of his most notable experience includes serving as lead counsel on two award-winning transactions - the D CEO and Association for Corporate Growth 2016 "Midsize Deal of the Year" ($25 MM to $149 MM) and the M&A Advisor's 2015 "Energy Deal of the Year" (up to $100 MM). *** For more information on earn outs, read Colonnade's blog post, Earn Outs in M&A Transactions: https://coladv.com/earn-outs-in-ma-transactions/ To learn more about Colonnade Advisors, go to https://coladv.com/ Follow us on LinkedIn, https://www.linkedin.com/company/colonnade-advisors-llc_2

Recruitment industry M&A Advisor to the Asia Pacific Region.

Julia Karol is President and COO of Watermill Group. She is responsible for overall firm operations and helping Watermill portfolio companies develop and implement their strategies. Previously, as a Watermill Principal, Julia helped guide the day-to-day operations of the firm, directed the firm's investor relations and managed fundraising initiatives for acquisitions. Prior to joining Watermill, Julia worked at Jumpstart, a national nonprofit organization. While at Jumpstart, she managed Boston-area fundraising, coordinated communication and marketing efforts, cultivated partnerships, developed alumni relations programming, and oversaw staff recruitment efforts.   Julia currently serves as a Partner with Social Venture Partners Boston, a venture philanthropy organization which connects Boston's most promising nonprofits with the money and minds to fuel their success. Julia has served as a Mentor for Endeavor, a global high-impact entrepreneurship movement and that promotes economic growth and job creation. She also serves as a member for the Budget and Administration Committee for Combined Jewish Philanthropies. Previously, Julia founded and served as board chair for the Young Nonprofit Professionals Network in Boston. Julia is a member of ACG Boston and the Young Presidents Organization (YPO) and has been named as one of the Most Influential Women in Mid-Market M&A by Mergers and Acquisitions Magazine for three consecutive years. In 2019, Julia received the Women of Influence Award from ACG Boston and was named one of Boston Business Journal's 40 Under 40 honorees. In 2017, Julia was named an Emerging Leader by the M&A Advisor.   EDUCATION: She received a M.A. in Education Policy, Organization and Leadership from Stanford University, completed the Owners, Presidents, Managers program at Harvard Business School, and the Summer Institute for Entrepreneurship at the Stanford Graduate School of Business, and earned a B.A. from Tufts University.  

Our next guest is Kevin Berson of Kinected Consulting. Kevin is an M&A Advisor and strategy consultant serving lower middle market business owners by helping fundamentally improve their business and navigate the process of selling for maximum transactional value. He has over 25 years of experience and takes a holistic approach with his clients. During this time of radical change, he shares insight on how to increase valuation despite the crisis.  Businesses are affected in different ways depending on their industry - some are actually thriving, while others have come to a complete halt. One of the most essential pieces to a business going forward will be maintaining a healthy eCommerce facet that allows consumer-facing businesses to continue operations. As new guidelines are unveiled, businesses are finding they will not be able to operate at their pre-COVID capacity. Kevin shares real-world examples of what companies are doing to adapt, as well as discussing crucial actions business owners should take right now to increase their value. You do not want to miss out on Kevin’s extremely relevant expertise. We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Tom Gledhill has founded, built and sold multiple companies during his career as a business owner. He is an M&A Advisor and the author of “The Big Transfer”. He has combined his experience from building and selling his companies and helping many other business owners sell their companies, to develop the XITpro System to help business owners increase the value of their company, make more money, and make their business more salable.   Key Takeaways: [0:18] Today’s episode of Franchise Euphoria is brought to you by IndyFranchiseLaw.com, a leading resource in the franchise space. Head over to IndyFranchiseLaw.com learn more! [0:59] Josh introduces today’s guest, Tom Gledhill. [2:06] Josh welcomes Tom to Franchise Euphoria. [2:41] Tom gives an overview of his background in the business and franchising industry. [6:18] When Tom purchased his first franchise, he found some issues with it. Namely, the window for success is relatively small. [9:24] After his first venture in franchising, Tom decided to go get involved with a brokerage franchise, but ended up having to sell for personal reasons. [13:50] Tom shares about the concept of “The Dreadful D’s” which are death, disability, divorce – a few of the common factors that would lead someone to sell a business. [14:56] After the passing of his wife, Tom dedicated his career to helping people who went through similar situations. [22:31] Tom shares about some of the trends he has identified through helping the individuals who utilize XITpro. [25:48] Tom suggests that the best time for any business owner to start thinking about their exit strategy is right from the beginning of their business venture. [27:07] If you want to learn more about XITpro, visit www.XitPros.com. [28:07] Thanks for listening, and please, reach out to Josh anytime through email at josh@franchiseeuphoria.com. If you enjoyed this interview, please leave us a review on iTunes.   Mentioned in This Episode: josh@franchiseeuphoria.com www.franchiseeuphoria.com www.indyfranchiselaw.com www.xitpros.com www.xitpros.com/media

Join Jonathan Krueger as he interviews Scott Snider, VP of the Exit Planning Institute. Scott is a sought—after speaker and is recognized as a thought leader and trendsetter in the field of value acceleration and exit planning for business owners.     IN THIS EPISODE:   On today’s show we will be talking to Scott Snider, VP of the Exit Planning Institute. Scott is a sought—after speaker and is recognized as a thought leader and trendsetter in the field of value acceleration and exit planning for business owners.   During this episode you’ll hear:   Scott share his personal knowledge of value acceleration and exit planning. What’s changed the most about the Exit Planning business in the last 5 years. Exciting opportunities that business owners face right now as they are building their businesses in today’s marketplace. How business owners differentiate themselves from other businesses in the eyes of the “buyer” when they are ready to sell their business. 11 actions that an owner must take to rapidly grow value and unlock wealth. Obstacles business owners face that may keep them from reaching a successful exit.   Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.     RESOURCES:   Scott Snider, VP of the Exit Planning Institute. Scott also is the Operating Partner at Snider Premier Growth, Inc. a private investment firm which has equity in seven different companies in the education, digital marketing, technology and real estate marketplaces amongst others.   Scott is a nationally recognized young entrepreneur. He started his first business at the age of 17 which he operated for eight years and successfully sold in 2010 to establish SPG with his father and partners. He has been featured nationally on ABC News Now, is a recipient of the Crain's Cleveland Business 40 Under 40 Award, the National Association of Certified Valuators and Analysts (NACVA) 40 Under 40 Award, The M&A Advisor 40 Under 40 Emerging Leaders Award and the Northeast Ohio 25 Under 35 Mover and Shakers Award and is a graduate of the prestigious Cleveland Bridge Builders Program, Class of 2013.

Episode 9 features Suzanne Yoon, the Founder and Managing Partner of Kinzie Capital Partners. Suzanne oversees the firm's investments and operational activities. Her philosophy of combining operational excellence with technological innovation separates Kinzie from other capital providers and insures impactful and sustained growth for investors. Prior to founding Kinzie, Suzanne was a Managing Director at Versa Capital Management, LLC, a leading special situations-focused private equity firm, where she led transaction development throughout North America and originated and executed debt and equity investments. In 2013, she received the “40 Under 40 Dealmakers Award” from The M&A Advisor for her work. 0000037A 0000037A 00017AF0 00017AF0 00127F4E 00127F4E 0000808D 00008085 00104C24 00104C24

In episode 22 of Financially Simple, Justin takes a look at the specialist players you need to have on your bench when it comes to selling your Business. Once you've set up your team to deal with the day-to-day running of your Business, and to help plan your exit strategy, you'll need to enlist a specialist player to help you sell the Business. Depending on the size of the business, the type of player will vary. Justin looks at the three different types: Business Broker, Mergers & Acquisitions Advisor, and Investment Banker, and discusses which will be the best fit for you. Don't forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening!  TRANSCRIPT: How to Pick a Business Broker or Other Facilitator to Sell Your Business – Post #22   TIME INDEX: 00:32 - The Business Broker, M&A Advisor, Investment Banker 01:21 - Three Specialist Players for Your Team 02:54 - The Business Broker 07:12 - The Mergers & Acquisitions Advisor 08:58 - The Difference Between an M&A Advisor and Business Broker 12:27 - Investment Banker 13:55 - Which Player Do You Need? 16:43 - Use Your Team to Pick the Right Player   USEFUL LINKS: Exit Planning Institute Exits.com Financially Simple  Financially Simple on YouTube  ________ BIO: Justin A. Goodbread, CFP®, CEPA, CVGA, is a nationally recognized financial planner, business educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience teaching small business owners how to start, buy, grow, and sell businesses. He is a multi-year recipient of the Investopedia Top 100 Advisor and 2018 Exit Planning Institute's Exit Planner Leader of the Year.DISCLOSURES:This podcast is distributed for informational purposes only. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone, and should not be considered a solicitation to engage in any particular investment or planning strategy. Listeners should conduct their own review and exercise judgment or consult with their own professional financial advisor to see how the information contained in this podcast may apply to their own individual circumstances. All investing involves the risk of loss, including the possible loss of principal. Past performance does not guarantee future results and nothing in this podcast should be construed as a guarantee of any specific outcome or profit. All market indices discussed are unmanaged, do not incur management fees, costs and expenses, and cannot be invested into directly. Investment advisory services offered by WealthSource Partners, LLC. Neither WealthSource Partners, LLC nor its representatives provide legal or accounting advice. The content of this podcast represents the views and opinions of Justin Goodbread and/or the podcast's guests and do not necessarily represent the views and/or opinions of WealthSource Partners, LLC. Statements made in this podcast are subject to change without notice. Neither WealthSource Partners, LLC nor its representatives, the podcast's hosts, or its guests have an obligation to provide revised statements in the event of changed circumstances. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes the use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.   Advisors who wished to be ranked in Investopedia's Top 100 Financial Advisors list either self-submitted answers to questions compiled by Investopedia or were nominated by peers.  Rankings were determined based on the number of followers and engagement on social media, primary contribution to professional industry websites, and their focus on financial literacy.  Neither performance nor client experience, however, were considered.  No compensation was paid by WealthSource Partners, LLC or Justin Goodbread to secure placement on Investopedia's Top 100 Financial Advisors List.   The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk-taker and specialist while showing characteristics of collaboration.   This podcast might recommend products or services that offer Financially Simple compensation when you use them. This compensation is used to help offset the cost of creating the content. We will, however, never suggest products/services solely for the compensation we receive.

Topic: Every day we read about finance and doing mega-deals, but what about finance for the average business owner?  Most start-ups rely on credit-cards, but did you know there are avenues other than credit-cards?  For instance, consider the valuable, yet obscure, role that pawn-shops might play – beyond “Pawn Stars”.  And then there are the nuances of engaging in finance in different parts of the world – after all, there is hardly a more intimate form of relationship between two people than those that involve money.  Listen-up for some really good stuff… Hosts: Joseph Paris, Founder of the OpEx Society & The XONITEK Group of Companies Benjamin Taylor,  Managing Partner of RedQuadrant. Guests: Isaac Rodriguez - Provident Loan Society of NY, Pavle Sabic - S&P Capital IQ [caption id="attachment_236" align="alignnone" width="200"] Isaac Rodriguez[/caption] About Isaac: Accomplished leader with over twenty five years of experience in banking, credit analysis, sales and marketing. Extensive networker, effective manager, negotiator, credit trained business and risk evaluator with excellent problem solving and communication skills. Entrepreneur, coach and advocate with specific interest/experience in providing financial services to under-served communities, communications, marketing and not for profit organizations. Continuing education professor, professional musician, magician and actor. [caption id="attachment_239" align="alignnone" width="200"] Pavle Sabic[/caption] About Pavle: Heading up the Global Market Development team for the Corporates Segment of S&P Capital IQ + SNL (part of McGraw-Hill Financial), Pavle Sabic focuses on business development and has worked in UK, Europe, Africa, Middle East and the Americas. He joined the firm’s London office in 2011 and as of 2013 has been based in NYC. He began his career at Kames Capital – formerly AEGON AM – as a Fixed Income Analyst. Before joining S&P Capital IQ Mr. Sabic moved to a variety of analytical roles before becoming a risk consultant and product manager at State Street Bank. Mr. Sabic is regularly published in the media (WSJ, Barron’s, FT etc) and is a frequent on-air contributor to broadcast networks like CNBC on topics such as corporates, hedge fund, sports finance and M&A. He graduated summa cum laude with a degree in Mathematics and Economics from Herriot-Watt University in Edinburgh and holds an MSs in Finance and Investment from the University of Edinburgh Business School. He also has an FRM certification from the Global Association of Risk Professionals. Mr. Sabic is 2013 recipient of the M&A Advisor’s “40 Under 40 Recognition Awards.”

If you’ve ever had your business appraised, you probably had a figure in mind as to what your company was worth. It was only after the valuation consultant left you with their report that you found out just how far off base your estimate was from reality. That’s what the pros call the “valuation gap.” The good thing is that you can close that gap by raising the value of your business. You simply need an action plan. Matt Turpin, a Certified Valuation Analyst and M & A Advisor at Carr, Riggs and Ingram LLC, returns for his 2nd visit on “Deal Talk.” This time, he’ll share some insights about how you can improve your company’s value after the appraiser has come and gone.

There are several routes you can take to selling your company. No matter which way you decide to go, the buyer involved in the process will have a slightly different perspective. On this edition of Deal Talk, you will learn the difference between M&A firms and investment banks and, specifically, how some buy-side consultants work with their clients to assist in the early stages of the M&A process. Is your company being targeted for an acquisition? What are potential buyers thinking? How is a price determined for your business? What are some of the potential hurdles to a deal? For answers, listen to Jeff Allen's conversation with Nonye Ukawuba, CPA and M&A Advisor at Riveron Consulting in Chicago.

Whether your company is in growth mode or you’re positioning your business for sale, you may want to consult the services of an investment banker. For low and mid-market level companies with revenues of $50 million or less, the decision of which bank to use may seem daunting, but not all investment banks are the same. Todd Taskey is an M&A Advisor with Potomac Business Capital. We had a chance to catch up with him to discuss his perspective on the importance of working shoulder-to-shoulder with business owners in order to determine the best ways forward for strategic growth whether through partnerships, joint ventures or acquisition.