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 Agency Value 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.
