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What Will You Do After You Sell Your Agency? Meet Todd Taskey

 
 
 
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Welcome to another episode of The Happy Clients Podcast! Today, we're diving into a topic that we don't often discuss: selling your agency. To guide us through this (overwhelming) topic, we have Todd Taskey, an investment banker and business advisor, who helps agencies navigate the complex world of buying and selling businesses.

Meet Todd

Todd is a seasoned professional specializing in M&A, working with agencies that generate between $1 million and $5 million in EBITDA.. His clients are often successful agencies seeking to grow faster or take their business to the next level. Todd helps them achieve these goals through strategic transactions that provide liquidity and equity in a larger company (usually). This approach allows agency owners to gain immediate cash while retaining a stake in a potentially more valuable enterprise.

Mergers and Acquisitions can be a transformative journey for agencies, offering growth, liquidity, and new opportunities. If you're an agency owner considering selling or simply curious about the M&A process, Todd's insights are invaluable.

Let's get into this episode!

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Time ManagementDOT & CoMay 13, 2024Account Manager
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