Agency Growth Diagnostic
Clarity, confidence, and a tailored plan to scale and future-proof your agency.
Led by Karl Sakas, trusted advisor to 600+ agencies in 36 countries.
Leading a successful agency shouldn’t mean constant tradeoffs. Whether you’re scaling, delegating, or preparing for an eventual exit, the Agency Growth Diagnostic gives you the clarity and plan to lead strategically—with less stress and more confidence.
The Agency Growth Diagnostic (AGD) is a focused, strategic engagement to help you get clear on where your agency stands—and where it needs to go next. We assess what’s working, surface blind spots, and deliver tailored recommendations you can act on immediately. You’ll walk away with:
Strategic Clarity
We identify what’s working, what’s not, and what needs attention next—so you can lead with focus instead of guesswork.
Customized Roadmap
No off-the-shelf blueprint. You’ll get a practical, stage-appropriate plan tailored to your agency’s structure, goals, and leadership team.
Experienced Insight
With experience across 600+ agencies, we help you cut through the noise, spot what matters, and make key decisions with confidence.
Confident Decision-Making
You’ll leave with clear priorities and next steps—plus the outside perspective to move forward with calm, grounded confidence.
The smartest way to prevent your most expensive mistakes
The Agency Growth Diagnostic surfaces hidden risks before they become expensive problems. Whether it’s structural gaps, succession pitfalls, or operational inefficiencies, we pinpoint what could derail your agency’s value—and give you a clear plan to fix it now, before a client, team member, or buyer forces the issue.
- The wrong executive hire? Six months later, you’re out $100-150K plus lost opportunities.
- A key client leaves? Ops fragility could cost 10-20X the diagnostic.
- Unprepared for an exit? A buyer might shave $500K to $1M—or more—from their initial LOI.
Do your due diligence now—before a buyer, investor, or partner does it for you
Eventually, someone will put your agency under a microscope—a buyer, investor, or even an unhappy partner. Their due diligence team will do everything possible to slash your valuation.
The AGD gives you proactive clarity so you’re not put on the defensive by what they find—because you’ve already increased your valuation.
How It Works:
The Agency Growth Diagnostic (AGD) is a focused, high-leverage engagement designed to bring clarity, alignment, and strategic momentum—without the chaos of trial-and-error.
You get a sharp outside perspective and a clear path forward—grounded in pattern recognition from hundreds of agencies and tailored to your unique leadership goals.
Here’s what you can expect if we work together.
Strategic Briefing
We start with focused discovery—so I can filter signal from noise and get to the heart of what’s driving (or blocking) growth. This often surfaces what others may have missed.
Executive-Level Insights
You get tailored recommendations based on my work with 600+ agencies worldwide. Strategic, specific, and designed to move the needle—not just check a box.
Actionable Growth Roadmap
You’ll get a custom roadmap with quick wins, long-term priorities, and deep perspective to support your next stage—whether you’re scaling, selling, or re-centering.
Leadership Alignment Sessions
Two executive Q&A calls help your senior team clarify what matters most, adapt recommendations based on the latest developments, and build momentum toward implementation.
Real-Time Analysis
You don’t have to wait weeks for insights. I flag patterns and priorities during the analysis process—so you can start making better decisions immediately, not just at the end.
Built for Change
This isn’t a static report. Your recommendations reflect what’s actually happening—even if things evolve during the project. Because strategy should keep up with reality.
Timeline
Most clients receive the roadmap by Week 6, followed by two strategic Q&A sessions over the next four weeks.
You’ll spend 10-15 hours over the 8-10 weeks. We’ll pre-schedule at kickoff—with flexibility to adjust.
Want even more support? You can add ongoing support via Executive Advisory or Growth Coaching.
Pricing for the Agency Growth Diagnostic
Rather than headcount, pricing reflects the size of your leadership team because complexity scales with decision-makers.This includes all owners and usually includes trusted executive employees.
Stakeholder Group
Who It’s For
Investment
1 Stakeholder
Solo owner
$10,000
2 Stakeholders
Two owners, or owner + executive
$12,000
3 Stakeholders
Owner(s) + executive(s)
$15,000
4 Stakeholders
Owner(s) + small leadership team
$20,000
5+ Stakeholders
Owner(s) + larger executive team
Custom
1 Stakeholder
$10,000
Solo owner
2 Stakeholders
$12,000
Two owners, or owner + exec
3 Stakeholders
$15,000
Owner(s) + executive(s)
4 Stakeholders
$20,000
Owner(s) + small executive team
5 Stakeholders
Custom Pricing
Owner(s) + large executive team
Not sure which tier fits best? Reach out below and we’ll advise based on your team, goals, and budget.
Client Success
“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)
“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 helped turn Inflow into a well-oiled machine—organized, process-driven, and attractive to buyers.”
–Mike Belasco, Founder, Inflow (exited 2023)