Services:

YOUR MOST TRUSTED BUSINESS ADVISOR

Running an agency can be hard, and lonely. You need a confidential partner who can help you make better decisions around growth, hiring, leadership, operations, profitability and long-term strategy. You need someone who has been there, built it, and sold it. Someone who can guide you from a place of knowledge and experience, in your industry. 

BUILD A GROWTH ENGINE

If there's one thing about agency life, you can never rest on your laurels. If you aren't growing, you are dying. You need to have a consistent, reliable and effective growth plan that positions you correctly, generates leads, drives referrals and closes deals. Setting the strategy, creating the content, solidifying partnerships, executing on advertising, marketing and even PR, and then measuring and iterating on the KPIs are all part of what we can do for you. 

MORE REVENUE DOESN'T ALWAYS EQUAL MORE PROFIT

Managing an agency is both an art and a science. Few agency leaders love the fiscal side of the business but it is absolutely essential for the healthy operations and long-term  value of the firm. Setting pricing, optimizing team structure, understanding and maximizing utilization rates, leveraging technology, negotiating vendor costs and more are all part of the profitability equation. Having a partner that can truly evaluate the financial health of your business, help build forecasting models and financial dashboards while simultaneously providing actionable insights that can lead to greater profitability is critical. 

M&A READINESS: BUILDING A COMPANY BUYERS WANT

Long before a buyer comes knocking, your firm needs to be ready. And even if the dream is not to sell, but to have a thriving, profitable agency you own and operate as if you intend to sell it, is typically what leads to greater value for shareholders in both the near and long terms. Our services in this arena include evaluating your current client mix (opportunities and vulnerabilities), recurring revenue, succession planning, driving up valuations and identifying acquisition targets or suitors.  

LEVELING UP YOUR COMPANY'S LEADERSHIP

One of the toughest challenges agency heads face is the war on talent - finding, attracting, nurturing, developing and keeping great people. And in our industry, each time someone performs well in their role, we ask them to take on new and more challenging opportunities - and they are not always ready for the task. They may need coaching on executive presence, delegation, decision-making, having difficult conversations, team management, fiscal management or any number of issues. Sometimes it's a jolt of motivation, big picture thinking or general career coaching and sometimes it's skills training or role-specific requirements. Whatever the need, we can provide the knowledge and guidance for  individual leaders or team development.