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. The AGD gives you proactive clarity so you’re never put on the defensive by what they find.
How It Works:
Strategic Briefing
We start with a deep-dive into your agency’s structure, goals, and leadership dynamics.
Executive-Level Insights
We bring external clarity grounded in insights from hundreds of agencies, with an eye toward exit prep.
Actionable Growth Roadmap
A prioritized plan that balances today’s needs with tomorrow’s value creation.
Leadership Alignment Sessions
Two executive discussions to stress-test decisions and set your agency on the right course.
Timeline
Most clients get their custom roadmap within 4-6 weeks of kickoff.
We can usually kick things off within 2-3 weeks of signing. Discovery starts right away.
The entire project typically takes 8-10 weeks, including the follow-up conversations.
Want more support? You can optionally add ongoing coaching ($1,500 to $8,000+ per month).
AGD Investment:
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
1-2 Stakeholders
Solo owner, two co-owners, owner and #2
$10,000
3 Stakeholders
Owner(s) + one executive
$14,000
4 Stakeholders
Owner(s) + small leadership team
$18,000
5+ Stakeholders
Owner(s) + larger executive team
Custom
1-2 Stakeholders
$10,000
Owner(s) + executive
3 Stakeholders
$14,000
Owner(s) + executive(s)
4 Stakeholders
$18,000
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)