The Agency Value Audit
Increase enterprise value, reduce owner dependence, and create more options—for growth, transition, or eventual exit.
See your business the way a sophisticated buyer, successor, or second-in-command would—so you can strengthen what drives value before the market forces the issue.
You’ll work directly with agency advisor Karl Sakas to identify what increases transferability, what weakens valuation, and what deserves attention first.
Everything you share is confidential.
You should not have to guess what increases value next.
The Agency Value Audit gives you clarity, focus, and a defensible path forward—so you can see what to improve, what to protect, and where to concentrate first.
With the right plan, you can strengthen enterprise value, improve transferability, and build a business that creates more options over time.
Why owners start with the Agency Value Audit
Most agencies are carrying value leaks the owner can feel—but cannot yet fully see. The Agency Value Audit (AVA) brings those issues into focus, so you can strengthen the business before growth, transition, or exit readiness becomes urgent.
1. Reduce value leakage
Spot the risks, bottlenecks, and dependencies that quietly drag down enterprise value.
2. Strengthen transferability
Build a business that is easier to run, easier to delegate, and easier to buy.
3. Create owner optionality
Expand your strategic choices—whether you want to keep growing, step back, develop successors, or prepare for a future transaction.
4. Get a practical roadmap
Leave with a prioritized plan to strengthen the business in the right order, not just a list of observations.
What the Agency Value Audit includes
Here’s what you get in the Agency Value Audit: clear insight into what drives value, what weakens transferability, and what to improve first.
Agency value briefing
A strategic view of how your agency’s leadership, finances, operations, and structure affect enterprise value.
Value and risk analysis
A prioritized look at the issues most likely to weaken valuation, reduce optionality, or create friction in a future transition.
Value-building roadmap
A practical plan to improve transferability, reduce owner dependence, and strengthen the business over time.
Leadership and transferability review
An assessment of how well your agency can operate beyond the founder—and what needs to change to improve resilience and attractiveness.
Investment Based on Ownership Complexity
Agency Value Audit engagements are priced based on stakeholder involvement and decision-making complexity.
Stakeholder Group
Designed For
Investment
1 Stakeholder
Solo owner
$30,000
2 Stakeholders
Two owners, or owner + CEO/COO/GM
$36,000
3 Stakeholders
1–2 owners + 1–2 execs
$48,000
4 Stakeholders
Multiple owners + execs
$60,000
5+ Stakeholders
Expanded leadership group
$75,000+
1 Stakeholder
$30,000
Solo owner
2 Stakeholders
$36,000
Two owners, or owner + exec
3 Stakeholders
$48,000
1–2 owners + 1–2 execs
4 Stakeholders
$60,000
Owners + execs
5+ Stakeholders
$75,000+
Expanded leadership group
Not sure which tier applies? Contact us and we’ll help you find the right fit for your ownership structure and goals.
Formerly called the Exit-Readiness Audit, the Agency Value Audit expands that work into a broader focus on enterprise value, transferability, and owner optionality.
Client results
“Karl helped turn Inflow into a well-oiled machine—organized, process-driven, and attractive to buyers.”
–Mike Belasco, Founder, Inflow (exited 2023)
“Karl shared the advice we needed to build a solid new foundation. And he gave us the confidence to make it all happen—and it’s paid off.”
–Ashley Quintana, Co-Founder, Bridges
“Karl doesn’t just hand you an answer—he helps you uncover the right solution. His process makes you grow in the way you think about your business.”
–Ryan Redding, CEO, Levergy (exited 2025)