How to Implement a Successful Roll-Up Strategy for Your Agency
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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 future. How can they be sure to get the most value? Our guest agrees that you should pay a lot of attention to your EBITDA. A lot of times, buyers won’t even consider you unless you have $1 million in EBITDA. Specialization is the key. If you own a small agency and are looking at roll-up mergers as a possible strategy for the future ask yourself “am I providing a really specific piece?” “Am I really, really good at providing that to folks?” There are lots of opportunities out there and, if you’re smaller, it’s easier if you can solve a specific issue. Red flags you should avoid. The most important aspect that sometimes determines the failure of a merger is culture fit. You should always have that in mind. Another mistake is to think of it not just as two identical companies coming together. If they're smaller, they should add certain capabilities. Sponsors and Resources SweetProcess: Today's episode is sponsored by SweetProcess. If you're looking for a way to speed up processes in your agency, SweetProcess will provide the systemization you need to scale and grow your business. Check out and get your productivity up. Subscribe Apple | Spotify | iHeart Radio | Stitcher | Radio FM Secrets to Implementing a Successful Roll-Up Strategy for Your Agency Jason: [00:00:00] Hey, what's up everybody. Jason Swenk here and I have an amazing guest today. A repeat guest, Todd, where we're going to talk about a roll-up strategy because there's a lot of things out there right now that are going on and this market is growing very quickly with, uh, mergers and acquisitions and, Todd is going to provide a lot of value to you. So let's get into the episode. Are you frustrated with how long it takes you to get stuff done in your agency? Or tired of your team missing steps or falling through the cracks? You know, you may be looking for an easy way to capture SOPs, to scale your agency faster and easier. Now, our partners at SweetProcess have created an amazing tool to help you overcome all these frustrations. SweetProcess really lets you create a step-by-step instruction from every task in your agency. From writing proposals to executing client work and responding to client requests. So everything gets done more easily, no more mistakes or missed steps. Plus, you'll have a central place where everyone employees, contractors, or even VAs can access your procedures anytime from anywhere, the best way to learn about how Sweet Process really can streamline your agency is to start using it. So exclusively for the smart agency masterclass listeners, you can try it out for 28 days free of charge. No strings attached. Just go to to start your free 28-day free trial today. That's to get your SOP is down and your productivity up. Hey Todd, welcome to the show. Todd: [00:01:50] Happy to be here, Jason. Thanks for having me. Jason: [00:01:52] Yeah. So for the ones that have not checked out our other interview, which we'll actually link in the show notes, make sure you guys all check that out, but, uh, tell us who you are and what do you do? Todd: [00:02:04] Yes. My name is Todd Taskey, T-A-S-K-E-Y. You can find me on LinkedIn. I'm happy to connect Potomac Bus
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