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I was on-site with a client to facilitate their leadership retreat. This included a morning session with the broader leadership team, a smaller executive session before lunch, and a 1:1...
Many agencies struggle to scale—or sell—because they still depend on the owner. Here’s why an independent #2 is the hinge point between founder-dependence and real optionality.
Thinking of selling? At the latest ETA M&A Conference, buyers shared what makes them say “yes”—and what stops the deal. The earlier you start, the more valuable your exit.
Want to step back from your agency someday? Explore 3 proven succession planning paths, with real examples from agencies that made it work.





