What’s your ideal agency exit? Whether you’re selling, shifting to a lifestyle model, or keeping your options open—this 60-minute fireside chat offers a behind-the-scenes look at real succession planning questions from agency owners.
Agency exit advisor Karl Sakas (Sakas & Company) and agency M&A advisor Jonathan Baker (Punctuation) share unfiltered advice and insider insights from working with agencies in transition.
Topics include:
- What makes—or breaks—a successful exit
- How to prepare your #2 or identify a successor
- What buyers really want (and what spooks them) this year
- Planning a lifestyle shift vs. prepping to sell
- What to do when your top client is “yours” personally
Want help applying this to your agency? Check out the Exit-Readiness Audit. If you’re not sure about your next move, get in touch. Whether you’re months or years away, the best exits start long before you go on the market.
