Podcasts about streetshares

Come join us to discover all you need to know about Alternative Funding for Your Business: The Pros and Cons During this livestream, Alternative Funding for Your Business: The Pros and Cons, you'll discover … ✅ How to get alternative funding for your business ✅ Why you might want to use alternative funding ✅ How alternative funding isn't perfect… ✅ ...but is can work better than traditional funding in some situations ✅ What the signs of predatory lenders ✅ How to avoid predatory lenders ✅ How alternative lenders like Accion, Streetshares, Fundbox, and Kiva can help you meet your funding goals even if you don't have a great credit score ✅ Why the Credit Line Hybrid is a great option for flexible, alternative business funding ✅ How to get the Credit Line Hybrid... ✅ ...and how it can help your business grow and thrive WOW, that's a lot of great info we'll be covering in this one hour live event. ALL will be revealed on this livestream Alternative Funding for Your Business: The Pros and Cons, register now… spots are limited!

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.

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.

In today's episode, we are talking to John Leu and Jeff Ridlehoover from Hopdoc, a white label telemedicine app for urgent care and primary care clinics. Hopdoc is a Nashville-based, healthcare tech team with deep roots in app-building, marketing, and futuristic healthcare solutions. They are committed to empowering providers with tools like telemedicine and digital marketing so they can thrive in today's ever-changing healthcare landscape. John Leu is the CEO and Co-Founder of Hopdoc. John spent over twenty years as a creative director at some of the world's most prestigious advertising agencies including BBDO and Grey in New York. He's created memorable campaigns for global brands like Pepsi, FedEx, and GE. His experience in health-related marketing includes initiatives for GE Healthcare and Crest, as well as various pharma brands and hospital networks. John's work has received industry-wide recognition including Cannes Lions, One Show Pencils, Clios, and a pair of Emmy nominations. Jeff Ridlehoover is the Chief Strategy Officer and Co-Founder of Hopdoc. Jeff is a post-9/11 Navy veteran with over ten years of experience providing software and fintech solutions to members of various healthcare associations and small business owners. A serial entrepreneur, Jeff counts Hopdoc as the third company where he has been a member of the founding team. His accomplishments include starting a restaurant app company that sold to the two largest independent pizza chains in Nashville and over 40 total restaurant locations its first few months in business as well as signing strategic partnerships with large organizations such as LendingTree and StreetShares. Looking to have a competitive advantage, a telemedicine app tailored to your business and patients is a fantastic way to do so! Learn more at https://hopdoc.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 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. 

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.

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.

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.

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 for 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 has also been a founding investor, board member, and part of the management team for several business ventures throughout his career.    In this episode…Successfully exiting your business can be difficult as a small agency. How do you ensure that your organization is prepared for a profitable sale? And, what steps can you take to maximize your value and sell your company for a higher price?M&A advisor and exit planning strategist, Todd Taskey, is here to share everything you need to know about the exit process. For both buyers and sellers, there are key financial factors to keep in mind in order to get the most out of a transaction. These include gap accounting, taking time to improve your EBITDA and ROI, and developing a high retention rate among employees and clients. So, what is Todd's advice to agency owners looking to take the leap and make an exit?  In this episode of Agency Journey, Gray MacKenzie sits down with Todd Taskey, M&A Advisor for Potomac Business Capital, to talk about developing a valuable exit strategy. Todd shares his tips for generating recurring revenue, calculating your profit margin, and growing your company for a future exit. Plus, Todd also shares how Potomac Business Capital can help your agency — even if you're not ready for the full exit process. Stay tuned for more.   

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.

In this episode, I talk with Ana Lewis of Native or Not. Ana and I have something in common; at the time of this recording, our husbands were both stationed at Redstone Arsenal in Huntsville, Alabama. Because of that commonality, we do talk about a lot of resources that are specific to the Huntsville area, but you can definitely use those ideas as a foundation for finding similar resources in your own duty location. We also discuss how Ana's search for funding led her to the StreetShares grant program, her participation in the pitch presentation, and how that process was such a boost for growing her fledgling business. Local Resources: Tourism Office: discover/connect with local businesses Print/Online Publications, Local Media: grow brand recognition in a new location CoWorking Facilities: search for events & opportunities that are open to the public Colleges/Universities: may have entrepreneurial programs and/or facilities you can utilize Military-Specific Resources: https://www.sba.gov/local-assistance/find/?type=Women%27s%20Business%20Center&pageNumber=1 (Women's Business Centers) https://www.sba.gov/offices/headquarters/ovbd/resources/1548576 (Veteran's Business Outreach Center (VBOC)) https://streetsharesfoundation.org/the-veteran-small-business-award (Street Shares Grant Program) Ana's Contact Information: Business Name: Native or Not Website: http://www.nativeornot.net/ (www.nativeornot.net)  Facebook: https://www.facebook.com/nativeornothsv/ (https://www.facebook.com/nativeornothsv/) Instagram: https://www.instagram.com/native_or_not_hsv/ (https://www.instagram.com/native_or_not_hsv/)

In this interview, I had a great talk with Mark Rockefeller, the CEO of Streetshares. He shares his origin story as well as the mental fortitude required for him to become of the most successful military veteran entrepreneurs in the country. Hosted on Acast. See acast.com/privacy for more information.

Today is the fifth and final part of my military entrepreneurship series. If you’re joining the show for the first time, I have been interviewing entrepreneurs experts from within the military community to discuss resources, funding, product, and service-based businesses, making money in the blogging business and a whole bunch more. So be sure to check out episodes 52-55. Today my guest, Mark L. Rockefeller is here to talk about the realities of business plus some additional resources you can use to start, fund and get coaching for your business.   If you don’t know Mark, he’s the CEO & Co-Founder of StreetShares, which is America’s leading Fin-tech company focused on the military and veterans’ community. He’s also the Chairman of the StreetShares Foundation, which provides resources, coaching and grant funding to military-community-owned small businesses. Episode Highlights What is Streetshares? The Streetshares Foundation’s mission Advice for starting a business when you don’t know what kind of business yet Starting a business with or without the entrepreneurial spirit Common mistakes that cause business failure  Common strengths found in successful entrepreneurs Resources for people to increase or continue their business education The value of mentorship in entrepreneurship Advice for people with an idea for a business but are scared to start

Welcome to the Tearsheet Podcast. I'm Zack Miller. Many of our listeners might be familiar with Accion, the global non profit that uses digital technology to create a more financially inclusive world. Accion was founded in the 60s and has roots in microfinance. Fewer people know that Accion has a venture arm. Accion Venture Lab invests capital and provides support to innovative fintech startups with a mandate* *to improve access, quality, and affordability of financial services for the underserved at scale. Vikas Raj is a managing director at Accion Venture Lab and sits on the board of companies like Konfio, Self Lender, StreetShares, and Tienda Pago. We talk about his approach to seed investing with a social impact and certain trends that cut through Accion Venture Lab's portfolio. Vikas also hosts a podcast at Venture Lab entitled VentureKast (https://soundcloud.com/accioninternational) about the cool financial inclusion startups around the world and the entrepreneurs who build and grow them. Check it out. Vikas Raj is my guest on the Tearsheet Podcast. ***************** Before we hop into the interview, I'm excited to tell you about a new award program we're launching. Tearsheet's digitally-native awards programs are intended to be a better type of award program — no posh dinners or long speeches. We're serious about identifying the winners in our industry and making our celebration of them global, digital, and open. For March, we're looking for the Best and Most Creative Bank/Fintech Partnerships. We want to hear about collaborations between incumbents and tech players that go beyond just an integration and a press release. If your firm has a special story to tell about partnerships, we want to hear about it. To get more info and to submit your entry, go to the Tearsheet homepage and click on the Awards tab. Or go here (https://pro.evalato.com/303/)

Big thanks to Aubrey Shwedick, StreetShares Foundation for joining us to talk about how the Foundation is helping Veterans and Military Spouses chase the American Dream. For Vetrepreneurs or Military Spouse Entrepreneurs looking to participate in The Veteran Small Business Award competition, check out www.streetshares.com/foundation for more details. Next round of applications closes 31 October.  Is a great experience and who knows.. maybe you are the next Entrepreneur to break through.  Big hat tip to Samuel Adams and their Brewing the American Dream project for collaborating with StreetShares on this worthy cause. #entrepreneur #vetrepreneur #militaryspouse #reserves#nationalguard #army #navy #airforce #marines #smallbusiness#investing #investment Federal News WMAL DC Fox 5 DC

Mohan Rao, chief product and technology officer at StreetShares, discusses how expert guidance from a CPO or CTO can make or break a company's bottom line.

Mark L Rockefeller is the CEO of StreetShares, the company with a mission to bring trusted digital finance to America's heroes. Lending money to the military community of entrepreneurs at a faster speed, a lower rate, and a more supportive manner than any bank offers, StreetShares has helped tens of thousands of veterans launch and expand businesses. Listen in as Mark shares his story of risking his own family's financial security to pursue his belief that he could be the solution to a serious problem facing veterans today. He also offers insight into how to get your business funded, and how to prepare yourself to take your own entrepreneurial leap. Read the full article, watch the interview, and more here

Mark is the CEO of StreetShares, a Business Lending firm with cutting edge concepts for assisting Veteran Owned Businesses as well as Veterans wishing to invest in the legacies of their fellow prior military brethren.  This vision is not only noble in its very finest example, but has benefitted countless families already, and is certain to continue doing so long into the future.  Join us in this episode as we learn more about what drives Mark towards excellence and how his vision for leaving a legacy not only includes his business but also his own family.

Join me in a very informative and well-articulated episode with Mark Rockefeller. We sat down at the Clever Talks evening in San Diego, where we both spoke on stage, to discuss finding startup investors, Veterans and the challenges he faced when founding his company. Mark L. Rockefeller is the Co-Founder & CEO of StreetShares, one of America's fastest-growing financial technology companies. Mark is also a contributor at Forbes, writing on veteran issues and entrepreneurship. Mark started his career in the U.S. Air Force and served in Iraq. He later joined the Wall Street law firm Milbank, Tweed, Hadley & McCloy LLP where he worked to return investor money following the Lehman Brothers bankruptcy. He left Milbank in 2013 to co-found StreetShares with former Capital One executive Mickey Konson.  Linkedin: https://www.linkedin.com/in/markstreetshares/

In the Veteran community, there are people you hear of and hear about over and over but never meet or engage with. Mark Rockefeller was on my radar for years. I heard about Street Shares, the company he co-founded, when they first started. I never had the opportunity to interview him for my former programs, so he made the short list when we launched This Week at VA. Just a couple weeks ago, I finally got the opportunity to talk with him. I visited Street Share's cozy space in Reston, VA and talked with him about serving in the Air Force, being an entrepreneur, Veteran owned businesses, and much more. About Mark: Mark began his career as a military officer, and later as an attorney. Following service in Iraq, Mark worked briefly on a pro bono micro-finance project in Africa before joining the prominent global financial services law firm Milbank, Tweed, Hadley & McCloy LLP. His law practice focused on securities, financial restructuring, and international investment disputes. Inspired by his experience in Africa and a desire to reinvigorate small businesses in the United States (particularly veteran-owned small businesses), Mark left the law firm in 2013 to co-found StreetShares. He holds a B.S. in Finance, and advanced degrees in Finance and Law. Mark provides strategic leadership and vision to StreetShares and ensures our talented team has what it needs to serve our customers. Mark's favorite American Main Street is Main Street, Breckenridge, CO. Covered in Episode 43: Secretary Shulkin's remarks on the signing of Choice and Quality Employment Act Interview with Air Force Veteran Mark Rockefeller   Why he decided to join the Air Force His experience in the military Handling legal cases in a conflict zone Founding Street Shares Entrepreneurship among Veterans Office of Small & Disadvantaged Business Utilization #VeteranOfTheDay Marine Corps Veteran Robert Estrada

Mark L. Rockefeller is the Co-Founder & CEO of StreetShares, a startup that uses technology and social loyalty to improve financial services for the military and veterans community. He is also a contributor to Forbes, writing on fintech and veterans entrepreneurship. Following military service in Iraq, Mark joined the law firm Milbank, Tweed, Hadley & McCloy. He left the firm in 2013 to co-found StreetShares, which launched in 2014. StreetShares has raised over $200MM in debt and $9MM in equity investment and won the overall global "Best Investment" award from the Harvard Business School New Venture Competition. The head of the national military banking association calls StreetShares “The most interesting thing to happen to the military finance space in decades.” Mark has been listed in Inc. Magazine's "Top 20 Military Veteran Tech Entrepreneurs," as a Trending "40 Under 40 Entrepreneur," the "Mighty25 Veterans to Watch in 2017," and has been quoted or featured in The Wall Street Journal, Forbes, Bloomberg Businessweek, Huffington Post, American Banker, Washington Business Journal, Inc. Magazine, and Entrepreneur Magazine. He holds a bachelor's degree in finance, MBA and law degrees. He was a Stone Scholar at Columbia Law School and is a term member in the Council on Foreign Relations. Get rewarded for helping the podcast. http://patreon.com/JeremyParis

The CEO of StreetShares explains the intangible advantage that veteran entrepreneurs offer their investors: trust.

Connect with Fintech One-on-One: Tweet me @PeterRenton Connect with me on LinkedIn Find previous Fintech One-on-One episodes

StreetShares is a unique small business lender. They have only been around for a couple of years but they are quietly building a business model that has never really been attempted before in this industry. They have created an affinity model that helps build a community between borrowers and lenders that leads to real benefits for […] The post Podcast 71: The Founders of StreetShares appeared first on Lend Academy.

StreetShares is a unique small business lender. They have only been around for a couple of years but they are quietly building a business model that has never really been attempted before in this industry. They have created an affinity model that helps build a community between borrowers and lenders that leads to real benefits for […] The post Podcast 71: The Founders of StreetShares appeared first on Lend Academy.

StreetShares Company Demo at LendIt USA 2016

On VentureKast’s third episode, Vikas sits down with StreetShares CEO Mark L. Rockefeller. StreetShares is an online lender which provides access to capital for SMEs using an affinity group lending model.

Small Business Lending Innovators panel at LendIt USA 2015 with David Haber, of Bond Street; BJ Lackland, of Lighter Capital; Mark L. Rockefeller, of StreetShares; Jeffrey Rogers, of LiftForward; Denise Thomas, of ApplePie Capital; and moderator Peter Sterling, of Overland Advisors.

62: Mark L. Rockefeller is the Co-Founder & CEO of Street Shares, Inc., a peer-to-business funding marketplace that uses the power of affinity groups to decrease costs/risks in small business lending. The press calls Street Shares Shark Tank meets eBay for business loans.Mark began his career as a military officer, attorney, and federal prosecutor. Following military service in Iraq, Mark worked on a micro-finance project in Africa. He later joined the prominent financial services law firm Milbank, Tweed, Hadley & McCloy LLP, where his law practice focused on securities, financial restructuring, and international investment disputes. Mark has been quoted or featured in Forbes, Bloomberg Businessweek, the Washington Business Journal, INC. magazine, and Entrepreneur Magazine. He is a frequent speaker on alternative finance to crowds as diverse as Wall Street bankers, veterans groups, students, and local small business groups. He holds a bachelor's degree in finance, MBA and law degrees. He was a Stone Scholar at Columbia Law School and is a term member in the Council on Foreign Relations. BRIEF HISTORY After World War II, millions of Americans became business owners. This “greatest generation” sparked an economic boom, and America flourished. Banks were smaller, community-oriented, and supporters of small business. And business owners had access to small business loans. Today’s small business owners face a very different environment. Strict lending regulations, big bank consolidation, and dwindling community banks leave small businesses with very few options. Business owners get to choose between difficult-to-obtain bank loans and costly online loan sharks. Learn more about Veteran entrepreneurship. In 2013, StreetShares co-founders met for breakfast at a local diner to brainstorm a new Mainstreet funding source. The founding team had one vision: to breathe new life into the American Dream. And StreetShares was born. On the StreetShares marketplace, small business owners can tell their story directly to investors. They pitch their business and retail and institutional investors place bids to fund a portion of their loan. It’s like Shark Tank meets eBay. We’re so committed to growing small business, that we personally back a portion of every loan. - See more at: Street Shares        

Meet the CEO of Streetshares, Mark Rockefeller and learn about his endeavor to help Veteran Startups.