Agency Performance

Achieving consistent agency performance excellence requires the design and integrated management of several factors to avoid performance disruption and revenue/profit plateaus. High agency performance requires the honing of your agency’s vision, brand, culture, senior leadership, sales practices and financial management.

We evaluate and make recommendations in the following key areas:

Agency Competitiveness
● Brand proposition
● Positioning and messaging
● Organization and leadership structure
● Digital, CommTech, content marketing and other service offerings
● Intellectual property/agency differentiation
● New revenue streams, products and services

Revenue Growth
● Marketing and MarTech strategies
● New business sales processes
● Organic growth practices
● Client-agency relationship health check-ups
● Procurement strategies and negotiations

Financial Management
● CFO support and financial management strategy
● Financial practices that drive higher profit
● Evaluate and improve financial systems
● Staffing models and utilization
● Industry expense benchmarking
● Pricing evaluation and strategies
● Training programs on all aspects of financial performance
● Evaluation of client, freelance and employee contracts
● Accounting services

Talent Management & Culture Development
● Revitalize agency mission, vision and values
● Recruit successor and senior-level professionals
● Identify and implement senior-level retention strategies
● Compensation strategies including long term bonus and pathway to shareholder plans
● Training on all aspects of leadership and coaching

Exit Planning

We employ a comprehensive set of strategies to ensure that you can exit your business on your terms; including your timeline, price and desired succession model. To ensure these goals are met, our process addresses your personal goals, the needs of the business, the steps required for continuity of the business, and the overall objective of your transition. This includes the assessment, and required development, of senior talent to ensure a thriving agency after your transition. The outcome will ensure that each owner we serve has several exit options to consider.

Departing Your Agency on Your Terms
● Define owner personal and financial goals
● Align expectations with agency valuation, transaction design and pay-out structure
● Assess impact of owner’s exit (skills, relationships and financial gaps)
● Develop aspirational future organizational chart addressing exit gaps
● Assess existing senior level talent vs. aspirational organizational chart
● Address remaining talent gaps (promote, develop and recruit)
● Lock in key talent with compelling compensation model

Mergers & Acquisitions

Our unique approach to M&A is based on our experience on both the buy and the sell sides of agency transactions. It includes five distinct phases: Readiness Assessment, Market Strategy, Targeting Buyers, Facilitating Buyer Engagement and Transaction Negotiations. Each phase is priced separately, so you pay only for each executed phase — providing you a variety of timing and budget options.

We offer both external and internal sales strategies – ensuring the path chosen is the right one for you.
● Sales readiness assessment
● Valuations (internal and external)
● Design of internal sales transaction
● Design of passive ownership process
● External M&A sales process and transaction