Grow Through Acquisition, Exit With Confidence. Navigate Agency M&A With SomeoneWho’s Been in Your Shoes.
Most agency owners explore M&A at some point—buying, selling, merging, or simply wondering what their agency is worth. But the truth is, this stuff gets complicated fast. Margins, people, client concentration, deal structure, culture, founder psychology… the stakes are too high to “figure it out as you go.”
That’s where I come in.
I help agency owners pursue acquisitions, prepare for exit, and navigate deals with clarity — without losing momentum, wrecking culture, or getting blindsided in diligence.
If you’re exploring an acquisition or thinking about selling in the next 12–48 months, you don’t need a broker. You need an experienced agency operator who knows exactly what makes or breaks these deals.
This is owner-to-owner guidance.
Equal parts strategic advisor, operational translator, and deal sherpa.
Most M&A advisors don’t understand what makes an agency tick.
Generic brokers fixate on the transaction. Investment bankers won’t touch you unless you’re doing eight figures. And neither group knows enough about agency margins, delivery models, or culture to guide you through a deal that actually works in the real world.
Agencies play by a different set of rules:
Agency Deals Are Different.
Luckily, This Is My Niche.
01
Profit margins
can swing wildly
02
Founder dependency
kills deals
03
Earnouts can make
or break your future
04
Culture and talent
are the product
05
Client concentration
impacts valuation more
than revenue
06
Integrationis where
most acquisitions fail
Bottom line: You don’t just need M&A advice.
You need someone who speaks “agency” — not spreadsheets.
Every agency’s situation is different, but the work typically falls into three core areas:
How I Support Your M&A Journey
Buy-Side Advisory (Acquiring an Agency)
If you want to grow through acquisition — or simply explore the idea — I help you:
Clarify your acquisition goals and ideal target profile
Guide in developing your ICP for strategic fit
Align strategic outreach strategies to source opportunities (quietly, and with intention)
Lead early conversations with prospective sellers
Model valuation, deal structure, and financial impact
Identify red flags in culture, operations, and delivery
Navigate due diligence without losing focus on current business
Develop a 100-day integration plan that protects day-one revenue
What We Offer
We offer a range of services to meet the needs of every client. Have something else in mind? We'd be happy to work with you to create a custom quote.
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Flexible, expert advice when you need it. Book hourly support across a range of topics—from planning to problem-solving. This focused consultation will help clarify your goals, map out next steps, and identify opportunities for growth.
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Flexible, expert advice when you need it. Book hourly support across a range of topics—from planning to problem-solving. This focused consultation will help clarify your goals, map out next steps, and identify opportunities for growth.
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Flexible, expert advice when you need it. Book hourly support across a range of topics—from planning to problem-solving. This focused consultation will help clarify your goals, map out next steps, and identify opportunities for growth.
-
Flexible, expert advice when you need it. Book hourly support across a range of topics—from planning to problem-solving. This focused consultation will help clarify your goals, map out next steps, and identify opportunities for growth.
Our Process
Plan with Purpose
Together, we outline a path forward that’s realistic, strategic, and tailored to your specific needs.
Collaborate Openly
You’re part of the process. We keep communication open and decisions shared—no black boxes or surprises.
Plan with Purpose
Every project is different. We stay flexible and responsive to make sure the process fits your flow—not the other way around.
Plan with Purpose
When we deliver, it’s not just a finished product—it’s a solution you can trust, backed by real care and effort.
Past Project
The Atlas Project
A bold reimagining of a timeless brand.
Let’s Work TogetherIf you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.