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Second Bite Podcast

Second Bite Podcast

著者: Todd Taskey
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This is the Second Bite Podcast where we talk with top entrepreneurs and CEOs about creating valuable companies through creative transactions.Second Bite Podcast Copyright (2021) マネジメント・リーダーシップ リーダーシップ 出世 就職活動 経済学
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  • Trust, Equity, and AI: The Surprising Deal Behind Levergy’s Sale To KickCharge
    2025/09/18

    Ryan Redding is the Founder and Business Growth Coach at Eightfold Advantage, a growth-coaching practice that helps entrepreneurs restore operational clarity, increase profitability, and prepare businesses for exit. Before Eightfold Advantage, Ryan was the Owner of Levergy, a nationally recognized digital marketing agency serving HVAC companies that he sold to KickCharge in 2025.

    In this episode…

    Strategic acquisitions can accelerate growth and create powerful market advantages, but navigating an unexpected offer requires careful planning and foresight. How can entrepreneurs balance risk, timing, and team integrations to ensure an effective transaction?

    Ryan Redding, former Owner of Levergy, shares how he scaled his digital marketing agency before selling it. With host Todd Taskey, Ryan explains his approach to valuation and deal structures, the role of cultural due diligence in merging teams, and the importance of incentivizing leadership after the transaction.

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    37 分
  • How To Navigate Key Staff in Your Agency Exit
    2025/09/04

    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. He helps CEOs and entrepreneurs develop a successful exit strategy through his knowledge of the mid-market investment banking process.

    In this episode…

    Navigating key players in a transaction is critical for agency founders looking to maximize value, but how can they manage CEOs, sales leaders, and staff whose roles heavily impact a deal?

    M&A advisor Todd Taskey discusses the challenges of hiring key people and how private equity buyers evaluate leadership teams. With guest host Dr. Jeremy Weisz of Rise25, Todd shares real-world examples of negotiating non-competes, structuring equity with incentive units, and communicating with employees during due diligence.

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    32 分
  • From Startup to Strategic Powerhouse: Jeff Spanbauer’s Journey Through the PE Growth Machine
    2025/07/03

    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 Revelocity Sports and serves as an investment advisor and partner for multiple companies.

    In this episode…

    Strategic acquisitions can rapidly accelerate growth, but how do founders know when it’s time to bring in private equity, and what does it take to scale after the deal?

    Jeff Spanbauer, Founder and Executive Chairman of Relevate Health, shares how he led a data-driven healthcare marketing company through multiple acquisitions and a private equity partnership. With host Todd Taskey, Jeff talks about his patented regional segmentation strategy, the cultural and operational challenges of rapid growth, and how he structured equity incentives for his employees.

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    35 分
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