If you’re an agency owner who wants to sell your agency, this workshop is for you. This includes digital marketing agencies, dev shops, creative studios, video production houses, and anyone else providing similar services on a for-hire basis. It applies primarily to agency owners who are considering selling their agency in 1-3 years, 3-5 years, 5-10 years, or 10+ years. Most of the tips apply to agencies in the U.S.—for example, we’ll reference SBA loans. You’ll still want to hire an M&A advisor once you’re ready to put the agency on the market.

We meet for three weeks in October 2024, for 2 hours a week via Zoom:

• Session 1: Wednesday, October 2nd at 12-2pm EDT
• Session 2: Wednesday, October 9th at 12-2pm EDT
• Session 3: Wednesday, October 16th at 12-2pm EDT

The price depends on when you register for the workshop. All prices are in USD, and (depending on your address) Teachable may charge sales tax.

• Pre-Sale: $1,400 (save $400 on your ticket)
• Early Bird: $1,600 (save $200 on your ticket)
• Regular: $1,800

Planning to send 5+ people from your agency? Contact us to get a group discount.

When you click the “Get Your Ticket” button, you’re automatically getting the lowest-available price. This includes Pre-Sale, Early Bird, and Regular pricing. If you plan to join us, buy now for the best available pricing.

If you’d like to send 5+ people from your agency, please contact us for a group discount. 

Teachable will request your payment info (most credit cards) and prompt you to sign up for the platform. Depending on your geographic location, Teachable may charge sales tax.

If you plan to send 5+ people from your agency and want a group discount, email concierge@sakasandcompany.com for help. 

Yes, potentially; it helps to know your options. In Karl’s coaching, some clients go from “must sell” to “let’s keep it,” while others go from “run this forever” to “let’s sell.”

Yes and no. We use Zoom Meetings for live sessions, allowing you to stay off camera and change your display name to remain anonymous. (You’d want to change your Zoom avatar, too.)

We won’t publish the participant list publicly. But since effectively anyone can buy a ticket, this isn’t the same level of confidentiality as (for instance) working with Karl on a one-on-one basis.

You can also attend asynchronously (by doing the assignments in Teachable, and watching the three recordings after each session). But in that case, you’d miss out on the opportunity to ask questions during live Q&A in each session. We record the session content, guest experts and panel, and Q&A sessions.

That said… your competitor wouldn’t see you unless they were considering selling, too. Perhaps there’s a merger opportunity?

Yes, you can buy a ticket for someone else. Select the “Send as a gift” checkbox on the checkout page. (Here’s a screenshot from Teachable.) Now, you can add their email address and an optional note. They’ll immediately receive a notification.

If you want to sell within a few months, you should talk to an M&A advisor instead—like Jonathan Baker at Punctuation, who’ll be a guest speaker at the workshop. The advice in Session 1 and Session 2 will help, but you likely won’t have enough time to implement the “increase your valuation” advice from Karl Sakas in Session 3.

You’ll learn how to get the best deal possible when you sell your agency—that is, to control (and maximize) your exit. “Best” is relative—if you need to sell in a year, you have less time to optimize things than selling in five years. You’ll learn how to potentially add $1,000,000 in valuation to your agency. You’ll hear what sellers (and buyers) wish they’d known before doing the deal. You’ll learn the types of buyers you might encounter, and the types of advisors you might hire. And all that in 2 hours/week for three weeks (plus some homework). Not bad!

We’ll cover options in Session 1, but 90-95% of the workshop will focus on selling the agency… because that’s what people want to know. If you do the workshop and decide not to sell, that’s still a win—instead of wondering if you made the right choice.

The workshop focuses on sellers—but it helps to understand what others care about. The tips can help you potentially craft a win/win deal as you buy a firm. And although we won’t specifically dig into how to do an agency “rollup,” you might choose to sell your larger agency in the future.

Yes, because you want everyone to be on board with the future plans. The workshop will give you a shared language, and structure to help you start working through the conversations.

As a live attendee, you’ll have access to the recordings in Teachable for at least six months.

The workshop is non-refundable, but you’re welcome to substitute another team member. Email concierge@sakasandcompany.com for help.

No one can guarantee a specific outcome—including an exit at a specific price and terms. But when you invest more time and effort in the workshop, you’re likely to see a stronger return. While the workshop won’t dive into your agency’s specific details, it equips you with the tools and expertise needed to make the most of your agency exit.

The workshop is designed for those seeking a “DIY” solution. It doesn’t include 1:1 consulting with Karl or Mike, but you have the option to add that separately.

Karl Sakas is available for 1:1 coaching and consulting. This includes the one-off ActionPath call (to answer your most-burning question), the Agency Growth Diagnostic (to get objective, expert advice on how to reach your goals), and Executive Coaching (for in-depth support as you grow your valuation).