Insights ✳︎

Sharp thinking on building, scaling, and selling your business — without the fluff.

Funding an acquisition in the agency space

24 Tips Every Agency Founder Should Know in 2025

From revenue to reputation—how to grow your agency and increase its valuation.

Agency Deal Structures Every Founder Should Understand in 2025

From earn-outs to equity rollovers, this guide breaks down the most common deal structures founders face when selling an agency.

Agency M&A Podcast

How Agencies Are Valued: A Data-Driven Guide for Founders

Learn how deal structures impact your payout, timeline, and post-sale involvement so you can negotiate with clarity.

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What Life Looks Like After You Sell Your Agency

Explore what life looks like after a sale—from founder freedom to team transitions and new ventures.

Strap in for strategy sessions to unlock secrets on how to make an agency M&A transaction a succe

Agency Transaction Structures Explained

Explore the various agency transaction structures and understand how they work to navigate and optimize your business deals with clarity in our insightful eBook.

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Who’s Buying Agencies Right Now? The 3 Buyer Types Founders Should Know

Meet the three main types of buyers in agency M&A—and how to prepare for each one!

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How to Read an LOI Like a Pro Before Selling Your Agency

Understand the key elements of an LOI so you can evaluate offers with confidence and avoid red flags.

Get a Valuation

How to Prepare for Buyer Meetings and Make a Great First Impression

Nail your first impression with potential buyers using this guide to high-impact, founder-led meetings.

Snapshot-Valuation

What Is Working Capital and Why It Matters in M&A

Everything you need to know about working capital adjustments and how they affect final deal value.

Deal Sourcing - Merge - Transition Plan

Your Go-To-Market Timeline: What Happens When You Decide to Sell

Explore the step-by-step process and timeline for selling your agency with this comprehensive infographic.

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Stock Sale vs. Asset Sale: What Founders Need to Know Before Selling

A breakdown of stock vs. asset sales—what they mean for taxes, legal structure, and deal flexibility.

Find me off-market opportunities

What Buyers Really Want to Know In Due Diligence

From financials to founder involvement, this guide unpacks the due diligence process so you can prepare with confidence and avoid deal surprises.

A unique advantage

What an M&A Advisor Actually Does for You

A behind-the-scenes look at how advisors guide founders through the sale process.

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The Essential Guide to Preparing Your Agency for Sale

Explore everything you need to prepare your agency for sale, from expert guidance on valuation and strategic positioning to ensuring a seamless and successful transition at every stage.

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