FAQ

The best fit is an agency owner or leadership team facing high-stakes decisions—typically related to growth, leadership, or long-term value.

Most clients are running established agencies and want to increase enterprise value, strengthen their leadership team, and make better strategic decisions.

If you’re looking for a clear plan—and are ready to act on it—we’re likely a fit.

This work isn’t a fit if you’re:

• Looking for tactical execution or quick fixes
• Not ready to invest at a meaningful level
• Avoiding difficult decisions about your agency’s future

The best results come from leaders who are ready to make—and follow through on—high-impact decisions.

Contact us and we’ll recommend the right option(s) for you.

Here’s a preview:

• Exit-Readiness Audit – a deep dive, including a prioritized roadmap to increase owner optionality
• Growth Assessment – a lighter, lower-cost engagement to get perspective and clear recommendations
• Executive Advisory – high-touch strategic partnership for agency owners and top executives
• Growth Coaching – ongoing support and accountability to implement improvements and stay on track

The Exit-Readiness Audit goes deep on creating owner optionality, and it’s where most clients start. The Growth Assessment is a smaller investment and provides a high-level review of your agency’s strengths and challenges.

Not sure which is right for you? Contact us, and we’ll help you decide.

Both are ongoing engagements, but with different levels of intensity:

• Executive Advisory ($5,000/month): Designed for leaders of larger or more complex agencies who want more access, strategic input, and a thought partner to help navigate high-stakes decisions.
• Growth Coaching ($2,000/month): Best for agency owners who want accountability, guidance, and structured progress through regular calls.

Not sure which is the best fit? Contact us, and we’ll help.

Clients work directly with Karl on all coaching and consulting engagements. This ensures they receive both high-level expertise and attentive client service.

Karl’s team often supports the onboarding process, helping new clients get set up smoothly before their work with Karl begins.

Every engagement is designed to be practical, structured, and tailored to your agency’s needs. Here’s what you can expect by service type:

• Growth Diagnostic (one-time, deeper dive: starts at $10,000):
  • Begins with a comprehensive intake, including detailed financials, team structure, services, and client mix.
  • Karl conducts an in-depth analysis across multiple areas of your business—profitability, operations, leadership, positioning, and growth strategy.
  • You’ll receive a thorough, prioritized roadmap that goes beyond “what” to do, into “how” and “when.”
  • The goal is transformation: a clear, evidence-based plan to unlock long-term growth and profitability.
• Growth Assessment (one-time: $2,500):
  • You’ll complete a detailed intake and provide key background information.
  • Karl reviews your current operations and financials at a high level.
  • You’ll discuss Karl’s findings in a call, where he’ll share your agency’s strengths, challenges, and priority recommendations.
  • The goal is clarity: where you stand today and the most important next steps to move forward.
• Executive Advisory ($5,000/month):
  • Flexible, high-frequency access via scheduled calls, email, and as-needed check-ins.
  • Karl acts as a thought partner on strategic and urgent issues—whether that’s hiring a senior leader, restructuring your services, or preparing for acquisition.
  • Advisory clients get both proactive guidance and rapid response when major decisions arise.
  • Access to VIP services, discounts, and other perks.
• Growth Coaching ($2,000/month):
  • Monthly 1:1 call with Karl for accountability, guidance, and problem-solving.
  • Monthly group coaching call with other agency leaders.
  • Weekly Email check-ins to keep up the momentum and accountability.
  • Focused implementation: Karl helps you move from “knowing what to do” to “actually doing it.”

Karl is based in the U.S. (Eastern Time). Most work is 100% virtual, so you can get his advice from anywhere in the world. 

Yes. Karl has worked with clients in 36 countries across every inhabited continent. Calls are typically held via Zoom or phone, and he accommodates time zones worldwide—for example, mornings for EMEA clients and evenings for Asia-Pacific clients.

Confidentiality is central to every engagement. Karl regularly reviews sensitive financials, operations, and client data, and he treats that information with the highest discretion. Client details are never shared without permission. Case studies and testimonials are published only with client approval. We’re glad to sign your NDA, or use ours.