Todd Taskey | Wealth Management, Selling a Business to Goldman Sachs, and Helping CEOs and Entrepreneurs Buy and Sell Businesses

episode

Smart Business Revolution | Turn Relationships into Revenues | Networking | More Clients | Relationship Advice not yet transcribed

▲ 0

Transcript

This episode hasn't been transcribed yet Upvotes decide what gets transcribed next — 0 so far. Sign in to upvote

More from Smart Business Revolution | Turn Relationships into Revenues | Networking | More Clients | Relationship Advice

Revolutionizing Team Management Through AI-Powered Behavioral Data With Jason P. Carroll 40 min · 19 Jun 2026

Leveraging Fractional Professionals and Adapting to Future Business Trends With Joseph Frost 26 min · 12 Jun 2026

Shaping New Jersey's AI Future With Jeffrey Oakman 30 min · 05 Jun 2026

From Navy Discipline to Building a $20M Painting Business With Paul Thompson 32 min · 29 May 2026

All episodes from Smart Business Revolution | Turn Relationships into Revenues | Networking | More Clients | Relationship Advice →

Report any issue

Source

Recorded06 Feb 2023

Publisherrss.libsyn.com ↗

Handlerec:12102661

Show notes

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.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.