Latest / Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies
How to Implement a Successful Roll-Up Strategy for Your Agency
Todd Taskey has over twenty years of experience as a founding investor, board member, and management team of several business ventures. Now, as M&A at Potomac Business Capital, he helps CEO's and entrepreneurs develop a successful exit strategy by understanding the mid-market investment banking process. Today he joins us to talk about roll-up strategy, the mergers and acquisitions red flags you should avoid, and what you should be offering as an agency if you're thinking of selling.
3 Golden Nuggets
Thinking about selling? A lot of agency owners are thinking of selling at some point in the…
The skinny
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