Todd Taskey

Second Bite Podcast

Business EN ↓ 145 episodes

This is the Second Bite Podcast where we talk with top entrepreneurs and CEOs about creating valuable companies through creative transactions.

Author

Todd Taskey

Category

Business

Podcast website

secondbite.libsyn.com

Latest episode

Jul 8, 2026

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Episodes

Insider's View of a 60-Day Asset Sale 08.05.2025

Joel Green is the Founding Partner of Outliant, a full-service agency building digital products for brands like Amazon, Purina, and Freedom Solar. As a serial tech entrepreneur, he is the Founder and CTO of Winona, a telemedicine company, and the Co-founder of Hardsider. Previously, Joel was the Co-founder and Chief Engineer at Cintric, which was acquired by UberMedia in 2017.  In this episode… Se...

"How Did You Arrive at That Number...?" 06.02.2025

Raj Khera is the Founder and CEO of MakeMEDIA, an AI-powered content marketing assistant. He is also an Executive Coach at MoreBusiness.com, a platform that helps SaaS businesses grow. As a serial entrepreneur, Raj has led three SaaS companies from startup to acquisition by public firms. He is one of the top 10 ranked SEO coaches in the US. In this episode… Entrepreneurship offers numerous growth...

Creating Winning Business Deals: A Compilation of Strategies 30.01.2025

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 successf...

Value Created From a Process (Even Without a Transaction) 23.01.2025

Chris Peer is the President and CEO of SyncShow, a B2B digital marketing and sales firm. He is also the author of The Great 8 Pillars and the Founder of G8P, where he provides marketing and sales enablement consulting for manufacturers. As a serial entrepreneur, Chris has more than 20 years of experience in B2B digital marketing, lead generation, and consulting. In this episode… Private equity inv...

Founder Lessons From a CEO Whisperer 02.01.2025

Tim Martinez is the Founder and President of The Inside Man, an independent management consulting practice. He assists CEOs and businesses in navigating growth challenges and specializes in strategic advisory, raising capital, M&A, organizational restructuring, and strategic partnership development. As a serial entrepreneur, Tim has spent 25 years owning, operating, selling, and investing in vario...

Lessons Learned - Selling to a HoldCo 26.12.2024

Dr. James Gregory is the Founder of NYLAQ Advisors, which manages intangible assets to accelerate financial performance. With over 40 years of experience in advertising and branding, he is a leading expert in corporate brand management. Dr. Gregory has developed tools and strategies, including the CoreBrand Index, for measuring brands' impacts on corporations' financial performance.   In this epis...

[Agency Growth Advisors Series] Rapid-Fire Segment: Invaluable Resources From Agency Owners 19.12.2024

In the final edition of the Agency Growth Advisor Series, seven agency advisors share their recommended resources for growth, including podcasts, books, and productivity tools. In this episode… With so many insights and resources available to agency owners, it can be difficult to find what works for you. What can you learn from top agency advisors' most valued resources in the space? Bruce Eckfeld...

Selling Your Marketing Agency - Lessons From a Remarkable Story Part 2 18.12.2024

David Rodnitzky is the Founder of David Rodnitzky Consulting, a boutique firm that helps agency owners scale and exit their businesses through M&A. Before becoming a consultant, he founded 3Q Digital, which he bought and sold multiple times. David is also the author of Selling Your Marketing Agency. In this episode… Selling a business requires more than valuing it and selecting a seller. What addi...

Selling Your Marketing Agency - The Remarkable Story Behind the Book Part 1 05.12.2024

David Rodnitzky is the Founder of David Rodnitzky Consulting, a boutique firm that helps agency owners scale and exit their businesses through M&A. Before becoming a consultant, he founded 3Q Digital, which he bought and sold multiple times. David is also the author of Selling Your Marketing Agency.   In this episode… When your initial acquisition fails, you may try again with another method. What...

[Agency Growth Advisors Series] Don't Get Stuck With "Yes" People: Where Agency Owners Source Their Feedback 21.11.2024

In the third segment of the Agency Growth Advisor Series, seven agency owners share where their clients gain honest feedback to propel their businesses forward. In this episode… In the early stages of growth, agency owners often leverage quick hacks from people who claim to have grown from $1 to $10 million in under a year. How can you identify harmful strategies and acquire advice from those who...

[Agency Growth Advisors Series] Lessons From the Big Dogs: What Smaller Agencies Haven't Quite Figured Out 14.11.2024

In the second episode of the Agency Growth Advisor Series, Todd Taskey's guests discuss what small agencies can learn from larger agencies that have overcome challenges.   In this episode… In the early stages, small agencies may struggle to grow to the scale of more established agencies. What are the growth secrets of large agencies, and how can you harness them? Bruce Eckfeldt, Dr. Jeremy Weisz,...

Be the Roller, Join the Roller, or Get Rolled - Winning With Private Equity Part 2 31.10.2024

Robert Glazer is the Founder and Chairman of the Board of Acceleration Partners, a global partnership marketing agency. He is also the former Co-founder and Chairman of the Board of BrandCycle, which was acquired by Stack Commerce in 2021. As a serial entrepreneur, award-winning executive, best-selling author, and keynote speaker, Robert helps individuals and organizations elevate their performanc...

Be the Roller, Join the Roller, or Get Rolled - Winning With Private Equity 24.10.2024

Robert Glazer is the Founder and Chairman of the Board of Acceleration Partners, a global partnership marketing agency. He is also the former Co-founder and Chairman of the Board of BrandCycle, which was acquired by Stack Commerce in 2021. As a serial entrepreneur, award-winning executive, best-selling author, and keynote speaker, Robert helps individuals and organizations elevate their performanc...

What Happens When the Founder Sells to Employees? 17.10.2024

Jamie Birch is the Founder of JEBCommerce, a digital marketing agency specializing in affiliate program management. As a serial entrepreneur, he is also the Co-founder of Renewed Horizons, a day program for adults with developmental disabilities, and EquineRevShare, which helps equine professionals generate revenue from product recommendations. Before becoming an entrepreneur, Jamie established an...

[Agency Growth Advisors Series] Agency Growth Questions: A Checklist for Founders 10.10.2024

In the second installment of the Agency Growth Advisors series, seven agency experts share what owners should consider when preparing their agency for growth.   In this episode… What does it take to propel an agency to the next stage? How can agency founders transform their current strategies into high-performing growth trajectories? Bruce Eckfeldt, Dr. Jeremy Weisz, Ian Garlic, Tim Kilroy, Aaron...

Reflections (10 Years Later) Selling to a Public Holding Company 03.10.2024

Mitch Meyers is a Partner at the medical cannabis firm BeLeaf Medical and the CEO of The BeLeaf Company, which produces high-quality CBD oils to treat epilepsy patients. Mitch is also the Co-Owner and Partner at Nature's Care Company, a Chicago-based dispensary that provides premium medical cannabis. With over 25 years of experience in the marketing and communications industries, she has built, la...

[Agency Growth Advisors Series] An Introduction to Agency Growth: Helping Agency Owners Identify Their Biggest Challenges 26.09.2024

In this introduction to the Agency Growth Advisors series, Todd Taskey sits down with seven agency owners who share how they help founders accelerate growth.   In this episode… When it comes to scaling an agency, there's no one-size-fits-all approach. Strategies often depend on size, revenue, and operational structure. What insights can you learn from agency owners who work all across the spectrum...

Lessons, Learnings & Freedom From Transaction #1 12.09.2024

Aaron Levenstadt is the Founder of Join Agency Alliance, an advisory board composed of former agency owners who have exited their businesses. He has built and sold multiple agencies, including Pedestal Search, which emerged from his experience as one of the original members of Google's Search Analytics team. As an investor, Aaron supports agencies and entrepreneurs through coaching, connections, a...

Will the Third Time Be the Charm??? 22.08.2024

Adam Hanin is the Head of Business Development at eHouse, which builds and optimizes e-commerce sites for shoppers. He is also the former Founder and Operating Partner at Commerce12, which was acquired by eHouse in 2024, and the former Founder and President of Skye Associates, a full-service e-commerce company specializing in fashion brands and retailers. In this episode… Entrepreneurship requires...

PE Insight Series: What Drives TRUE Value in a Transaction? 15.08.2024

In the final segment of the PE Insight Series, eight private equity executives weigh in on what drives value in a transaction.  In this episode… What factors drive true value in a private equity transaction? How can you position your company as a profitable fit for investors? Casey Swercheck, Joshua Bilmes, Nick Moritsugu, Bill Sommerschield, Trenton Sisson, Brian Schmidt, Bill Dyer, and John Find...

PE Insight Series: Eliminating Friction in Deal Negotiations 08.08.2024

In this episode of the PE Insight Series, eight private equity executives talk about the primary sources of friction in deal negotiations. In this episode… Disagreements occur in many deal negotiations, but they can collapse if these disputes aren't resolved appropriately. What causes the most friction during the negotiation process, and how can you eliminate strife to ensure a smooth transaction?...

PE Insight Series: The Inner Workings of an Investment Committee 25.07.2024

In the third installment of the PE Insight Series, Todd Taskey's guests offer a behind-the-scenes look into investment committees. In this episode… Most entrepreneurs aren't familiar with investment committees, so it can be quite daunting to approach them during a transaction. What is an investment committee, and how do they facilitate the transaction process? Casey Swercheck, Joshua Bilmes, Nick...

PE Insight Series: What Kills a Deal? PE Executives Weigh In 18.07.2024

In the second edition of the PE Insight Series, eight private equity executives discuss the #1 factor in failed deals.  In this episode… Imagine being on the brink of closing a major transaction and having it fall apart unexpectedly. What causes a deal to crumble following the LOI, and how can you prevent a failed deal? Casey Swercheck, Joshua Bilmes, Nick Moritsugu, Bill Sommerschield, Trenton Si...

PE Insight Series: First Impressions: PE Executives' Investment Criteria 11.07.2024

In the first installment of the PE Insight Series, Todd Taskey interviews eight private equity executives about how they make their initial assessment of a company. In this episode… Private equity executives often sift through thousands of investment decks each week. So what are their criteria for evaluating them, and how can business owners structure their pitches to capture interest? Casey Swerc...

What Makes an Acquisition Strategy Really Work? 04.07.2024

Kevin Buerger is the CEO of Labelium, a digital marketing and performance agency. In his role, he drives the company's growth strategy and positioning for the US market. Before Labelium, Kevin spent nearly 13 years as the Global Chief Growth Officer at Jellyfish, where he built its US presence.  In this episode… What differentiates successful companies in the market? Strategic partnerships can cre...

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