What We Help With
Maximizing Your Valuation
We help you optimize your agency’s profitability, growth, and structure to maximize your valuation. Our quarterly valuation estimates give you a clear understanding of where you stand and what changes can increase your sale price.
Preparing for the Sale
Selling an agency requires more than just having a strong valuation—you need to have all your ducks in a row. We ensure your financials, contracts, processes, and leadership team are fully prepared for due diligence and the M&A process.
Exit Strategy and Deal Negotiation
When it’s time to sell, you don’t have to do it alone. Our M&A expert, Alan Stewart—who has handled over $500M in deals—will guide you through the entire process. From vetting potential buyers to negotiating the best deal and terms, we’ll make sure your exit is smooth, profitable, and aligns with your long-term goals.