Todd Taskey
Second Bite Podcast
This is the Second Bite Podcast where we talk with top entrepreneurs and CEOs about creating valuable companies through creative transactions.
Be sure to visit the podcast's website and support the creator: secondbite.libsyn.com
Author
Todd Taskey
Category
Podcast website
Latest episode
Nov 5, 2026
Where to listen?
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Episodes
Will the Third Time Be the Charm??? 22.08.2024 42:41
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 37:22
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 37:00
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 32:51
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 32:28
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 31:53
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 25:08
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...
From 600 Global Clients To Losing $1.1M To a Profitable Recurring Revenue Business 27.06.2024 35:08
Jamie Shanks is the CEO of Get Levrg, a community mastermind helping founders and CEOs navigate offshoring talent. As a serial entrepreneur, he is also the CEO of Pipeline Signals, the #1 sales methodology for account-based sellers. Jamie was previously the CEO of Sales for Life, the leading social selling training company, which he scaled to 600 global customers and 250,000 international sellers....
The Delicate Art of Transitioning From Founder to CEO 20.06.2024 19:14
Bruce Eckfeldt is a Strategic Coach and Master Facilitator at Eckfeldt & Associates, where he works with CEOs and leadership teams to scale their businesses. As a former Inc. 500 founder and CEO, he successfully scaled and sold his business. Bruce focuses on developing leadership skills, optimizing companies for transactions, and navigating mergers and acquisitions. In this episode… If you're won...
The Delicate Art of Buying Out a Partner 13.06.2024 32:03
Kevin Wilhelm is the Founder and President of POD Marketing, a digital agency specializing in industry-specific marketing services. With a decade of experience, he has successfully led the company through dynamic growth. Kevin is also the President of several other marketing firms, including Marketing4ECPs, CITIZEN Marketing, and Lift Aesthetic Marketing. In this episode… What's involved in negot...
How a 33% "Roll Forward" Results in 47.8% Equity Ownership 06.06.2024 27:28
Lindsay Frey is the Co-founder and President of demandDrive, an industry leader in building sales development programs for B2B tech companies. She is also the Co-founder of Data Fuel, demandDrive's former data offering providing actionable sales data. In this episode… Strategic acquisitions are an effective way to fast-track business growth, but how can entrepreneurs transition from the role of a...
How Do I Know the Timing Is Right? (Founder Question Series) 30.05.2024 28:32
In the fourth and final episode of the Founder Question Series, nine founders answer the common question of how to determine the ideal time to sell your business. In this episode… Entrepreneurs and CEOs are often caught in the conundrum of selling now or holding out for greater value in the future. How do top business minds navigate this decision? Jon Morris, Matt Sunshine, Mike Vertal, Lance Ho...
When and How Do I Disclose to My Company, Customers, and the Public? (Founder Question Series) 23.05.2024 31:51
In the third edition of the Founder Question Series, Todd Taskey asks his nine guests when to disclose a transaction to the entire company, how to relay it to customers, and when to announce it to the public. In this episode… One of the most crucial steps in any transaction is disclosure. When and how you communicate your transaction to your team, customers, and the public can make or break the...
When Do I Bring My Management Team Into the Loop? (Founder Question Series) 16.05.2024 26:44
In the second installment of the Founder Question Series, Todd Taskey interviews his nine guests about when to alert your management team to a transaction. In this episode… When navigating a transaction, when should you inform your management team? Nine founders weigh in on how to effectively position a transaction for your team. Jon Morris, Matt Sunshine, Mike Vertal, Lance Hollander, Erin Cigich...
Do I Have a Boss Now? (Founder Question Series) 09.05.2024 27:50
In this exclusive episode, host Todd Taskey asks nine founders the question, "do I have a boss following a transaction." They delve into the changes business owners will experience in their daily lives after selling their companies. In this episode… Do you have to work under an executive after selling your business? What will your day-to-day involve? Jon Morris, Matt Sunshine, Mike Vertal, Lance H...
Growing from $10M to $160M to $0 Successfully 02.05.2024 33:57
Michael Finnegan is the President of Bradley Media Holdings and Atlantic Media, integrated publishing companies producing journals, including National Journal and The Atlantic. National Journal delivers insightful journalism to help organizations navigate policy and politics effectively. In this episode… If you're considering selling your assets, how can you position them as attractive options to...
Accelerate Don't Exit - A New Model for Founders 25.04.2024 26:17
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...
Speed M&A™ - The Evolution of Legal Support for Transactions 28.03.2024 40:34
Robyn Siers spearheads the M&A practice at JonesSpross, representing strategic and financial buyers and sellers of all sizes, pioneering a distinctive specialization branded Speed M&A™. This method-driven approach to M&A employs cutting-edge technologies and strategic playbooks to streamline the M&A process to be more efficient and cost-effective. In this episode… Whether you're ready to retire or...
Life Lessons For Entrepreneurs from an Early Yahoo & Facebook Exec Turned Professional Comedian 21.03.2024 36:13
Paul Ollinger is a writer, comedian, speaker, and host of the Crazy Money Podcast, which explores the connection between money, happiness, work, and meaning. His commentary on business and work has been featured in the Huffington Post, Entrepreneur, and Funny or Die. As one of Facebook's first 250 employees, Paul served as the VP of Sales for the Western United States. In this episode… You can b...
Why a Public Company CEO Left the "Job of a Lifetime" To Work Out of His Sweaty Garage PT 2 14.03.2024 24:02
Dan Khabie is the Co-founder and Partner at CourtAvenue, one of the fastest-growing digital transformation companies in its industry. He began his career as the Co-founder of Digitaria, an award-winning digital agency with clients including DreamWorks and the NFL. As a LinkedIn influencer, Dan speaks frequently about innovation and marketing. In this episode… Is it possible to start over as an en...
Why a Public Company CEO Left the "Job of a Lifetime" To Work Out of His Sweaty Garage PT 1 07.03.2024 23:58
Dan Khabie is the Co-founder and Partner at CourtAvenue, one of the fastest-growing digital transformation companies in its industry. He began his career as the Co-founder of Digitaria, an award-winning digital agency with clients including DreamWorks and the NFL. As a LinkedIn influencer, Dan speaks frequently about innovation and marketing. In this episode… If you're considering a transaction, i...
How Agency Founders Are Accelerating Growth and Realizing "Full Value" 29.02.2024 31:58
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...
What Do Great M&A Strategists Really Seek From an Acquisition? 22.02.2024 30:39
Jeff Reynolds is the CEO of Agital, an integrated marketing agency backed by $100 million of capital. He is also the Founder of Human Growth Systems, which helps middle-market service companies develop sustainable business models to drive growth. Before Agital and Human Growth Systems, Jeff spent nearly 20 years leading a 10x growth journey for a marketing services business. In this episode… Prep...
Master Class in Selecting a Private Equity Partner 15.02.2024 34:52
Jeff King is the CEO of Barkley, an independent creative company that builds brands. In 2022, the company was named to W shortlist. With over 25 years of experience in advertising and marketing, Jeff began as an intern at Barkley before becoming a respected executive and CEO. In this episode… If you're considering conducting a transaction, private equity may be a viable option. How can you identif...
The Path Less Traveled to CEO 09.02.2024 34:26
Patrick Briggs is the CEO of Semify, a white-label partner for SEO, PPC, and Facebook Ads. He is also the Principal and Operating Partner at Broadtree Partners, a lower-middle market PE firm that acquired Semify. With expertise in marketing and growth, Patrick has held various leadership positions at companies, including Yumble, Jetty, and Zazzle. In this episode… Is it possible to become a CEO w...
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