Best Todd Taskey Podcasts (2025)

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How To Navigate Key Staff in Your Agency Exit 32:17

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5d ago32:17

32:17

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. …

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From Startup to Strategic Powerhouse: Jeff Spanbauer’s Journey Through the PE Growth Machine 34:56

2M ago34:56

34:56

Jeff Spanbauer is the Founder and Chairman of the Board at Relevate Health, a healthcare marketing firm. Under his leadership, Relevate Health has expanded through four acquisitions and achieved significant revenue growth, earning recognition, including the Inc. 5000 Fastest Growing Companies award. Jeff is also the Co-founder and Director of Revel…

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Behind the Scenes: How a "Search Funder" Acquired a Digital Agency 34:59

3M ago34:59

34:59

Nick Fraunfelder is the Owner and CEO of Sure Oak, a leading SEO agency helping B2B and tech brands grow through search. Since acquiring Sure Oak in 2023, he has led the agency’s expansion into AI-powered search optimization. With over 20 years of experience in digital marketing, private equity, and technology, Nick co-founded Paulus Capital, which…

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Bootstrapped to Boardroom: How Jason Hennessey & Trinity Hunt Will Impact Legal Marketing 38:07

3M ago38:07

38:07

Jason Hennessey is the CEO of Hennessey Digital, a digital marketing agency specializing in legal marketing using a holistic approach. In his role, he grew the small consultancy to a multimillion-dollar business that made the Inc. 5000 list for six consecutive years. As an entrepreneur, internationally recognized SEO expert, author, speaker, podcas…

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Trinity Hunt and the Future of Local Digital Marketing 24:50

3M ago24:50

24:50

Raj Ramanan is the CEO of Herringbone Digital, a digital marketing platform backed by Trinity Hunt Partners. He has led companies from startups and pre-seeds to mid-market and Fortune 1000 to achieve above-market outcomes in revenue growth, profitability, capital raises, and sales. Before joining Herringbone Digital, Raj held executive positions, i…

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Understanding "Buy Side Banking" 45:43

4M ago45:43

45:43

Joe Zanca is the Managing Partner of DealGen Partners, a buy- and sell-side M&A advisory firm. In his role, he has sourced and closed over $200 million in acquisitions for private equity and strategic buyers. Joe launched, scaled, and exited OnDemandStorage, a full-service, technology-based storage company. In this episode… Private equity investmen…

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When a Transaction Accelerates Growth - Avoiding Agency Building 38:37

4M ago38:37

38:37

Matthew Rosenfeld is the Founder and CEO of Crush, which provides boutique Amazon management services for retail and DTC brands. He is also the Founder of Retail Racer, which leverages proprietary software to automate retail outreach for DTC brands. As a former Amazon seller, Matthew has launched, acquired, and sold multiple brands. In this episode…

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Insider’s View of a 60-Day Asset Sale 36:55

4M ago36:55

36:55

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 a…

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“How Did You Arrive at That Number...?” 45:47

7M ago45:47

45:47

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…

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Creating Winning Business Deals: A Compilation of Strategies 8:45

7M ago8:45

8:45

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. …

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Value Created From a Process (Even Without a Transaction) 26:57

8M ago26:57

26:57

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, a…

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Founder Lessons From a CEO Whisperer 33:38

8M ago33:38

33:38

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 …

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Lessons Learned - Selling to a HoldCo 25:06

9M ago25:06

25:06

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 c…

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[Agency Growth Advisors Series] Rapid-Fire Segment: Invaluable Resources From Agency Owners 30:45

9M ago30:45

30:45

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’…

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Selling Your Marketing Agency - Lessons From a Remarkable Story Part 2 27:54

9M ago27:54

27:54

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…

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Selling Your Marketing Agency - The Remarkable Story Behind the Book Part 1 19:26

9M ago19:26

19:26

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 fa…

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[Agency Growth Advisors Series] Don’t Get Stuck With "Yes" People: Where Agency Owners Source Their Feedback 22:54

10M ago22:54

22:54

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 har…

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[Agency Growth Advisors Series] Lessons From the Big Dogs: What Smaller Agencies Haven’t Quite Figured Out 19:39

10M ago19:39

19:39

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 …

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Be the Roller, Join the Roller, or Get Rolled - Winning With Private Equity Part 2 28:49

10M ago28:49

28:49

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 indi…

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Be the Roller, Join the Roller, or Get Rolled - Winning With Private Equity 29:25

11M ago29:25

29:25

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 indi…

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What Happens When the Founder Sells to Employees? 27:51

11M ago27:51

27:51

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. Bef…

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[Agency Growth Advisors Series] Agency Growth Questions: A Checklist for Founders 20:25

11M ago20:25

20:25

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, …

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Reflections (10 Years Later) Selling to a Public Holding Company 34:11

11M ago34:11

34:11

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 marketin…

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[Agency Growth Advisors Series] An Introduction to Agency Growth: Helping Agency Owners Identify Their Biggest Challenges 22:41

12M ago22:41

22:41

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 fro…

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Lessons, Learnings & Freedom From Transaction #1 25:09

12M ago25:09

25:09

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 …

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Will the Third Time Be the Charm??? 42:41

1y ago42:41

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 ret…

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PE Insight Series: What Drives TRUE Value in a Transaction? 37:22

1y ago37:22

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, Trento…

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PE Insight Series: Eliminating Friction in Deal Negotiations 37:00

1y ago37:00

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 yo…

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PE Insight Series: The Inner Workings of an Investment Committee 32:51

1y ago32:51

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 transact…

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PE Insight Series: What Kills a Deal? PE Executives Weigh In 32:28

1y ago32:28

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 Bilme…

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PE Insight Series: First Impressions: PE Executives’ Investment Criteria 31:53

1y ago31:53

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 struct…

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What Makes an Acquisition Strategy Really Work? 25:08

1y ago25:08

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 compan…

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From 600 Global Clients To Losing $1.1M To a Profitable Recurring Revenue Business 35:08

1y ago35:08

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 g…

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The Delicate Art of Transitioning From Founder to CEO 19:14

1y ago19:14

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…

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The Delicate Art of Buying Out a Partner 32:03

1y ago32:03

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 Mar…

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How a 33% “Roll Forward” Results in 47.8% Equity Ownership 27:28

1+ y ago27:28

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 ho…

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How Do I Know the Timing Is Right? (Founder Question Series) 28:32

1+ y ago28:32

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? …

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When and How Do I Disclose to My Company, Customers, and the Public? (Founder Question Series) 31:51

1+ y ago31:51

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, …

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When Do I Bring My Management Team Into the Loop? (Founder Question Series) 26:44

1+ y ago26:44

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 S…

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Do I Have a Boss Now? (Founder Question Series) 27:50

1+ y ago27:50

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 involv…

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Growing from $10M to $160M to $0 Successfully 33:57

1+ y ago33:57

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, h…

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Accelerate Don't Exit - A New Model for Founders 26:17

1+ y ago26:17

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. …

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Speed M&A™ - The Evolution of Legal Support for Transactions 40:34

1+ y ago40:34

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. …

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Life Lessons For Entrepreneurs from an Early Yahoo & Facebook Exec Turned Professional Comedian 36:13

1+ y ago36:13

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 W…

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Why a Public Company CEO Left the “Job of a Lifetime” To Work Out of His Sweaty Garage PT 2 24:02

1+ y ago24:02

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 th…

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Why a Public Company CEO Left the “Job of a Lifetime” To Work Out of His Sweaty Garage PT 1 23:58

1+ y ago23:58

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 th…

1
How Agency Founders Are Accelerating Growth and Realizing “Full Value” 31:58

1+ y ago31:58

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, divesti…

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What Do Great M&A Strategists Really Seek From an Acquisition? 30:39

1+ y ago30:39

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 m…

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Master Class in Selecting a Private Equity Partner 34:52

1+ y ago34:52

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 …

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The Path Less Traveled to CEO 34:26

1+ y ago34:26

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. …