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.
Author
Todd Taskey
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Podcast website
Latest episode
Jul 8, 2026
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Episodes
Understanding How Debt Enhances PE Investment Returns 04.08.2022 37:35
Bill Dyer is the Managing Partner at Boathouse Capital, a debt and equity firm making minority and majority investments in middle market companies across the US. He is a private equity executive with over 25 years of experience, specializing in mezzanine debt and equity investments. Before Boathouse Capital, Bill was a Principal at American Capital and the Director of Business Development at MSDSo...
Understanding the Hierarchy of Private Equity & the Process Behind Repeated Investment Success 28.07.2022 44:00
Brian Schmidt is a Vice President at Court Square Capital Partners, a middle market private equity fund. In his role, Brian is responsible for deal sourcing, growing existing investments, and overseeing the development and implementation of growth strategy. He serves as a board member for Power Digital, Connatix, and Health Union and is a Dynata board observer. In this episode… Are you considering...
Creating Customer & Agency Value - A HubSpot Perspective 21.07.2022 47:01
Barrett King is the Sales Manager at HubSpot, a customer relationship management (CRM) platform that helps agencies generate recurring revenue. He has a diverse range of business and technology experience with skills in a variety of disciplines, including sales, marketing, and team leadership. Throughout his career, Barrett has been trained in the Sandler Sales Methodology and spent time in both i...
How To Become an Overnight Success in 20 Years 14.07.2022 39:33
Peter J. Stavisky is CEO and Founder of Barrington Media Group, the leading performance-based radio media company in the United States. Peter is also the former President of Talk America, the single fastest-growing direct response marketing company ever formed, where he managed a staff of over 750 people and $100 million in annual revenues. In this episode… What is the best strategy for making an...
Lower Middle Market M&A in the Second Half of 2022 07.07.2022 33:50
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… A...
Lessons Learned From Underperforming Acquisitions 16.06.2022 41:04
Jim Price is the Chief Executive Officer of Empower, an independent creative media agency. Jim is a media visionary and engineer of trust, spearheading the media industry's first fully transparent programmatic buying solution, ClearTrade. He serves as a Board Member for the Cincinnati Youth Collaborative, ArtsWave, the Cincinnati USA Regional Chamber Board, and more. In this episode… Are you sc...
Exchanging a Retiring Partner for Private Equity To Fuel Growth Plans 26.05.2022 45:48
Matt Sunshine is the Managing Partner of The Center for Sales Strategy, a sales performance consulting company helping B2B organizations attract, retain, and develop the highest performing salespeople. Matt developed and launched the company's inbound marketing division, LeadG2, which helps businesses establish thought leadership and lower lead costs. He's also a writer, speaker, and moderator who...
How Power Digital Grew From $5M EBITDA to $30M in 3 Years: The Incredible Success Story of Entrepreneur & Private Equity Partnership, Part 2 21.04.2022 26:28
Grayson Lafrenz is the Founder and CEO of Power Digital Marketing, a marketing company that helps empower brands to attract new customers and increase customer lifetime value. Having successfully brokered private equity deals, Grayson has received numerous recognitions, including the San Diego Union Tribune 2020 Leadership Award, and was a CEO of The Year Award Finalist. He is an active member of...
How Power Digital Grew From $5M EBITDA to $30M in 3 Years: The Incredible Success Story of Entrepreneur & Private Equity Partnership 14.04.2022 32:13
Grayson Lafrenz is the Founder and CEO of Power Digital, a marketing company that helps empower brands to attract new customers and increase customer lifetime value. Having successfully brokered private equity deals, Grayson has received numerous recognitions, including the San Diego Union Tribune 2020 Leadership Award, and was a CEO of The Year Award Finalist. He is an active member of the Entrep...
First Time Exit and Proper Positioning for Big Second Bite 31.03.2022 38:08
Fred Chiang is the Co-founder and Managing Partner at Pivot CMO, a digital marketing agency specializing in growth and acquisition. With his strong marketing and software engineering expertise, he's accelerated the growth of Silicon Valley startups to scale through organic and paid acquisition strategies. Shawn Sheikh is a serial entrepreneur as well as the Co-founder and Managing Partner at Pivot...
Key Requirements for a Successful Tuck-In Acquisition 24.03.2022 48:50
Jeremy Cornfeldt is the CEO at the US division of Brainlabs, a digital marketing agency that helps businesses succeed. He has substantial experience growing agencies as well as managing mergers and acquisitions. He believes that building relationships with brands will result in new and innovative business opportunities. In this episode… Acquisitions are an effective way to grow your business, but...
How the Seller Gets 90% Cash at Close and the Employees Get the Company 10 Years Later 24.02.2022 37:35
Michael Brown is the Co-founder of Teamshares, a company that buys small businesses from retiring owners. He is also a Partner at Coles Bay Group and the Director at All Type Electric. Previously, Michael was the Director of Corporate Advisory at Perella Weinberg Partners and a Research Associate of Aerospace and Defense at Morgan Stanley. In this episode… It's hard to part with a small business y...
The #1 Value Creation Idea From the Inc. 500 CEO Project 18.02.2022 32:01
Jim Schleckser is the CEO and Managing Partner at Inc. CEO Project, a business advisory group where accomplished CEOs tackle the most challenging issues. Jim has extensive leadership experience with organizations in both public and private environments across multiple industries. He has built, acquired, and led several companies, including international businesses with multiple operating business...
How 7-Figure License Deals Paved the Way for a Dramatic Exit 11.02.2022 42:46
Steven Pivnik is the Founder and CEO of AIP Advisory, where he helps business founders and CEOs achieve their full potential. Previously, he was the Founder and CEO of Binary Tree, which powered enterprise migrations. During Steven's 27 years of leading the company, Binary Tree was recognized as one of Inc. 500's Fastest-Growing Companies, and later, one of Inc. 5000's Fastest-Growing Companies fo...
Successfully Selling Without "Ever Going to Market" 27.01.2022 36:57
Jon Morris is the Chief Executive Officer of Ramsay Innovations, which provides world-class finance management for agencies. Previously, he was the Founder and CEO of Rise Interactive, a digital marketing agency. Jon sold Rise Interactive as one of the largest independent digital agencies in the world 16 years after starting it. He attributes his success to a financial infrastructure that provided...
How to Recognize the "Time to Maximize Success" 20.01.2022 51:27
Ben Edson is the Founder and CEO of VariQ. VariQ is a premier provider of cybersecurity, software development, and cloud enablement services to over 20 federal, state, and local government departments and agencies. Ben earned a bachelor's degree in eBusiness from the University of Phoenix and an MBA/MSIS in Business and IT Security from John Hopkins University. In this episode… Is it possible to a...
Year in Review 13.01.2022 25:56
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… Wh...
How Entrepreneurs Recognize Opportunity When it Appears in Unusual Forms 06.01.2022 47:47
Wesley Mathews is the Co-founder and Chief Growth Officer at High Level Marketing (HLM). Wesley helped scale HLM from an idea to a quickly growing company. At HLM, Wesley drives the business development strategy with strong leadership, deep care for his people, and a passion for helping small businesses grow. He also sits on the Board for EO Detroit. In this episode… How do you find the right pers...
All The Stuff You Wish You Knew: Common Stock, Preferred Returns, Projections, Working Capital, Non-Compete, and More 23.12.2021 33:38
Gregg Gallant is the CEO and President of Quantum Exploration, a privately-owned oil and gas exploration company. Previously, he was the President and CEO of Allegient IT Services, which was acquired by DMI in 2016. He has over 20 years of experience in operations, technology, and sales with quickly growing, mid-sized organizations. In this episode… Should you aim for shared equity or cash? Should...
When Bad Things Happen to Good Entrepreneurs 16.12.2021 51:15
Tonio DeSorrento is the Co-founder and Former CEO of Vemo Education, a platform that offers sustainable financing for higher education. Tonio served in the United States Marine Corps for six years after earning a bachelor's degree from the United States Naval Academy. After his service, he earned a J.D. from Georgetown University Law Center. Tonio later worked as an Adjunct Professor of Law at the...
Creating a $50M Business with a Unique Second Bite 09.12.2021 35:27
Hugh Campbell is the President of AC4S Technologies, a hybrid cloud solutions provider. He is also a Member of the Board of Trustees for the BayCare Health System and the Chairman of the Board for the CEO Council of Tampa Bay. Before starting AC4S Technologies, Hugh was the Vice President of Engineering for Accelacom Inc. and the Director of Engineering for Intermedia Communications. He spent 10 y...
From Pokemon to $250M in Office Chairs: Lessons From the Incredible Entrepreneurial Journey of a High School Student 02.12.2021 41:36
Sean Belnick is a Co-founder of Acadia, an integrated digital marketing platform. He is also the Founder of SB Hillview Ventures and a Board Member of Belnick, Inc. Sean has over two decades of experience in e-commerce and digital marketing as a business operator. He founded his first company, BizChair, in 2001 at the age of 14. Sean grew the company into one of the largest furniture distributors...
Crash and Burn Lessons Create eCommerce Champion 25.11.2021 44:25
Robert Wray is the Founder and Chief Product Officer at Whitebox, an e-commerce technology company. Robert helps clients sell products online by automating their e-commerce operations. Before Whitebox, Robert was the President and Co-founder of Mp3Car. He also served as the Community Actions Director for TED/TEDx Global Summit in 2012. In this episode… Are you feeling hopeless as you watch your bu...
How to Structure an Earn Out and Avoid Big & Expensive Mistakes 18.11.2021 34:57
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… Wh...
"Open Book Management:" The Key to Winning the Game of Business 21.10.2021 41:07
Steve Baker is an author, speaker, and Vice President of The Great Game of Business, a management consulting firm that's all about action. Steve spent over 20 years struggling to help company owners reach their goals without access to key business metrics. Learning the principles of this game we call business changed his work and inspired him to co-write the updated, best-selling book, T he Great...
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