Get a Valuation ✳︎

For founders seeking clarity, our Valuation Only engagement delivers a detailed, data-driven assessment of your agency’s worth to help you make informed decisions about your future.

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About Valuation Only

Your agency’s value is more than just a number—it’s a foundation for your next move.

A comprehensive approach to understanding your worth.

Imagine a valuation process where every detail of your agency is analyzed with precision, from financial performance to market trends. We deliver a clear, data-driven report that empowers you to plan confidently, whether you’re preparing for growth, a sale, or a partnership.

Beyond just numbers; it’s a strategic advantage.

Valuation Only isn’t just about calculating your agency’s worth—it’s about uncovering opportunities. With insights into your strengths, positioning, and growth potential, we provide you with the clarity needed to navigate the future with confidence.

Let’s work together

WHEN YOU SHOULD CHOOSE VALUATION ONLY

You need clarity on your agency’s worth

(01)

If you’re exploring a potential sale, merger, or growth strategy, Valuation Only provides a detailed, data-driven assessment tailored to the unique dynamics of agency value.

You’re planning your next steps

(02)

Whether you’re considering an exit, preparing for negotiations, or exploring market opportunities, this engagement delivers the insights you need to make informed decisions with confidence.

You want an agency-specific approach

(03)

Our proprietary algorithm evaluates the factors that truly impact agency value—like human capital, client retention, and operational scalability—ensuring precision and relevance for your business.

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Merge M&A Acquisition for Agencies

Valuation ✳︎

Valuation✳︎

Benefits

Clarity on your agency’s value and potential.

Valuation Only offers a comprehensive approach to understanding your agency’s worth. From financial performance to growth potential, we deliver actionable insights that prepare you for what’s next.

Outcomes

  • A detailed valuation tailored to your agency’s unique attributes.
  • Insights into client retention, revenue streams, and operational strengths.
  • Clarity on key value drivers, including human capital and market position.
  • Confidence to align your team and stakeholders around future decisions.
  • Strategic recommendations to prepare for growth, transition, or sale.
  • A clear understanding of your competitive position in the market.

Outcomes

  • A data-driven valuation report to share with potential buyers or partners.
  • Enhanced credibility and transparency during negotiations.
  • Insights to improve market positioning and address value gaps.
  • Strengthened ability to attract the right buyers or investors.
  • A foundation for creating marketing materials and go-to-market strategies.
  • Confidence in communicating your agency’s worth to external stakeholders.

HERE'S WHATWE'LL DO

Process

Detailed agency valuation with tailored analysis.

A valuation is only as valuable as the insights it provides. That’s why our process is designed to go beyond surface-level metrics. We combine data, expertise, and a deep understanding of the agency space to deliver a clear, actionable valuation. Every step in our proven process is built to help you understand your agency’s true worth and its unique opportunities for growth or transition.

Let’s work together

Phases of work

Our process begins with a thorough discovery phase to understand your agency’s unique dynamics. We take a collaborative and iterative approach to uncover the factors driving your agency’s value, from financial performance to market positioning.

Deliverables include:

  • Initial consultation and goal-setting session
  • Collection and review of agency financials
  • Deep dive into client retention and revenue streams
  • Market analysis and industry benchmarking
  • Competitive positioning review

We apply our proprietary methodology to deliver a detailed, data-driven valuation. This includes evaluating factors unique to agency transactions, such as human capital, operational scalability, and client portfolios.

Deliverables include:

  • Financial analysis and key metrics breakdown
  • Proprietary valuation algorithm application
  • Identification of value drivers and risk factors
  • Tailored recommendations based on findings
  • Comprehensive valuation report

Once the valuation is complete, we provide a clear and actionable summary to empower you with the insights needed for your next steps.

Deliverables include:

  • One-on-one playback session to review findings
  • Strategic recommendations for growth, sale, or transition
  • Q&A session to address key insights and next steps

In their own words →

Hear what our clients have to say about working with Merge

  • Brett Sirianni
    Brett Sirianni
    Founder
    Social Supply Co.
    By far the most outstanding element to Merge's work is the people. Never have I felt so supported and that the team I worked with actually cared not only about the deal, but how I was feeling throughout the whole process. I was shown guidance through the due diligence process and options were discussed and presented, not directed. The phone calls I received from the team just to check in to see how I was feeling and handling the process made all the difference.
  • Jim Kessler
    Jim Kessler
    Founder
    Candor PR
    When we decided to sell our agency, we initially started down the traditional path of securing an individual broker to connect us with prospective buyers. Our choices were limited. Then we discovered Merge and realized how antiquated traditional practices had become. We loved the accelerated process and the idea of listing our agency to a larger network of pre-qualified buyers, much like you would a home on the MLS.
  • Mathew Landon
    Mathew Landon
    Managing Partner
    Contour Ridge
    This was not the first time we transacted with a Merge-listed company, but one thing remained consistent: the Merge team takes time to understand the people behind the transaction. In addition to managing a smooth process, they focused on developing a partnership between buyer and seller – that alignment was critical to the deal.
  • Karen Wicker
    Karen Wicker
    Founder
    Candor PR
    The big surprise at Merge was the team assigned to us. They were personable, intelligent, and driven. They sought to understand our priorities with unparalleled care and commitment, having our backs at every step of our successful journey. One year later, we still maintain contact with Cally Carbone and Molly McCartan, whom we consider treasured friends. Hi-tech AND hi-touch. You don’t find that very often. Whether buying or selling, Merge brings incredible value to the process.
  • Michelle Gerster
    Michelle Gerster
    Co-Founder & COO
    Joybyte
    Selling our business was a complex process, and choosing the right acquisition broker was crucial. Fortunately, we partnered with Merge, and it proved to be an excellent decision. From the initial consultation, the Merge team was incredibly responsive. They were always available to answer our questions and address our concerns, no matter how big or small. This responsiveness provided us with much-needed peace of mind throughout the process.

THE FINER POINTS

Inquire about Valuation Only

(01)Facts

  • Over 1,000 agency valuations completed.
  • Proprietary algorithm tailored to agency-specific value drivers, including scalability and client retention.
  • Expertise in market trends and competitive positioning for marketing agencies.

(02)Participation

  • Founders provide key financial, operational, and client data for analysis.
  • Interactive sessions to align on goals and clarify findings.
  • Playback sessions to review valuation insights and next steps.

(03)Deliverables

  • Detailed valuation report with adjusted EBITDA range and placement within that range.
  • Identification of risk factors impacting valuation.
  • Market positioning analysis and industry benchmarks.
  • Clear breakdown of valuation methodology.
  • Playback session to discuss findings and recommendations.

(04)Tech stack

  • Google Workspace for file sharing and collaboration.
  • Google Meet for discussions and presentations.
  • PDF delivery of valuation report.
  • Integration with accounting tools like QuickBooks Online and Xero, if needed.
  • Microsoft Excel and proprietary valuation tools for analysis.

(05)Timeframe

  • Typically completed within 2-3 weeks, depending on data availability.

(06)Investment

  • Flat fee of $10,000.

READY TOGET A VALUATION WITHUS?

Inquire about Valuation Only now