The Agency Value Audit
Increase your agency’s enterprise value.
Strategic advisory for agency owners who want to reduce founder dependence, strengthen leadership, and create more long-term options.
Work directly with agency advisor Karl Sakas to choose the right path—or build the roadmap to execute it.
Everything you share is confidential.
Why owners start with the Agency Value Audit
Most agencies hit a point where growth creates complexity faster than the business structure evolves.
The Agency Value Audit (AVA) helps owners identify what’s limiting enterprise value, scalability, and long-term optionality.
1. Reduce founder dependence
2. Strengthen leadership leverage
3. Increase owner optionality
4. Build a practical roadmap
Two advisory paths
Each engagement is tailored around the decision you need to make—or the roadmap you need to build.
Choose the Path
For owners evaluating major strategic options, tradeoffs, and long-term direction.
Build the Path
For owners who already know where they want to go—and want a strategic roadmap to get there.
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
1–3 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.
Client results
“Karl helped turn Inflow into a well-oiled machine—organized, process-driven, and attractive to buyers.”
–Mike Belasco, Founder, Inflow (exited 2023)
“Outside of salaries, Karl remains our largest business investment—yet within weeks, it was clear we’d get a 10X return.”
–Allegra Poschmann, CEO, Pact
“The business is definitely more valuable. Revenue has increased, profitability has increased, and our pricing has improved.”
–Drew Schug, Principal, Big Storm
Start the conversation
Use this form to request a confidential conversation with Karl Sakas.
Questions? See our FAQ or email us directly.