Executive Advisory for Agency Leaders
A private advisory for agency leaders ready to scale strategically, strengthen leadership, and protect their agency’s long-term value.
Trusted by 600+ agencies worldwide to navigate growth and succession.
Even accomplished agency leaders hit inflection points—growth stalls, leadership gaps, or looming succession questions.
That’s when you need a trusted advisor who sees what’s next—and helps you act on it with clarity and confidence.
Executive Advisory is a confidential, high-trust partnership for agency leaders navigating complexity at the top.
Whether you’re scaling beyond founder-led operations, restructuring your leadership team, or preparing for a future exit, Executive Advisory helps you:
- Lead decisively without burning out
- Make smarter decisions, faster
- Protect and grow your agency’s long-term value
This isn’t about “fixing” you. It’s about creating clarity, accountability, and forward momentum—so you’re no longer carrying it all alone.
Experienced Insight
Pattern-matching from 600+ agencies to cut through noise and make high-stakes decisions with confidence.
Trusted Sounding Board
Guidance on decisions you can’t crowdsource—from sensitive team moves to multi-million-dollar growth and exit decisions.
Accountability Without Noise
High-trust follow-through that keeps you moving forward without adding complexity or bottlenecks.
More Time for What Only You Can Do
With clarity and structure, you’ll finally have the bandwidth to focus on vision, positioning, and succession.
What to Expect
Every engagement begins with a deep-dive diagnostic to uncover unseen risks and growth opportunities—then shifts into bespoke strategic support that adapts as your agency evolves.
Strategic Groundwork
We start with a comprehensive Agency Growth Diagnostic to reveal blind spots and align on your priorities—so every move is grounded in clarity from day one.
Living Strategic Roadmap
You’ll have a dynamic, stage-appropriate roadmap tailored to your values, goals, and leadership team—whether you’re scaling, stabilizing, or preparing for succession.
Monthly Leadership Strategy Sessions
High-leverage conversations focused on what truly moves the needle: leveling up your team, clarifying your org structure, and advancing toward your biggest goals.
Strategic Access Between Sessions
When something urgent arises, you won’t face it alone. You’ll have high-priority access for timely input and steady guidance when the stakes are highest.
Proprietary Resources
Gain access to vetted tools, templates, and frameworks—curated from work with 600+ agencies—to accelerate decisions and avoid reinventing the wheel.
VIP Client Extras
Receive curated insights, timely priorities, and access to client-only resources that keep you ahead of industry shifts.
Timeline for Executive Advisory
Most leaders work with us for six to 18+ months after the diagnostic, gaining the clarity and momentum needed to navigate high-stakes transitions. You can adjust or cancel at any time.
Pricing: Executive Advisory Investment
When you’re leading a multi-million-dollar agency, the cost of a wrong decision—or no decision at all—is far greater than the cost of strategic advisory. This is a private, high-trust partnership designed to give you clarity, accountability, and momentum without adding noise or complexity.
Rather than locking you into a rigid program, we structure Executive Advisory to align with the scale and complexity of your leadership needs. All engagements start with a three-month strategic runway to ensure meaningful progress—then continue month-to-month, adapting as your agency’s priorities evolve.
Advisory Structure
Who It’s For
Investment (USD)
1:1 Advisory
The most common structure—one agency founder or CEO working directly with a trusted strategic partner.
$5,000/month
Joint Advisory
Two co-owners—or an owner and their top executive—who need a unified plan and shared accountability.
$6,500/month
Dual Advisory
Two leaders needing individual support with coordinated alignment.
$8,000/month
Comprehensive Advisory
For agencies navigating high-stakes transitions needing both joint and individual support.
$10,000/month
1:1 Advisory
$5,000/month
The most common structure—one agency CEO working directly with a trusted strategic partner.
Joint Advisory
$6,500/month
Two co-owners—or an owner and their top executive—who need a unified plan and shared accountability.
Dual Advisory
$8,000/month
Two leaders needing individual support with coordinated alignment.
Comprehensive Advisory
$10,000/month
For agencies navigating high-stakes transitions needing both joint and individual support.
Need a unique cadence or deeper involvement? In rare cases, we create custom arrangements based on scope, goals, and timeline.
From Scaling to Exiting: Trusted by Agency Leaders Worldwide
Led personally by Karl Sakas, trusted advisor to 600+ agencies across 36 countries.
“Karl helped turn Inflow into a well-oiled machine—organized, process-driven, and attractive to buyers.”
–Mike Belasco, Founder, Inflow (exited 2023)
“Thanks to Karl’s coaching, our average monthly retainer is up 34% and my stress level has gone from off-the-charts to manageable. Karl helped me reposition my agency, make some key hires and decrease my personal workload significantly.”
–Dale Bertrand, Founder & President, Fire&Spark
“Karl is on the higher end in terms of investment, and we carefully considered our options. His approach isn’t cookie-cutter—he’s incredibly smart, with the background to support our broad strategic needs. It’s been worth every penny we’ve invested.”
–Rhoan Morgan, CEO, DemandLab
“Karl has been a godsend for our agency. Beyond exceeding expectations, he’s become our ‘agency therapist’—helping us work through challenges and holding us accountable to follow through on what we say we’ll do.”
–Erin Bury, now Co-Founder & CEO of Willful