Solutions
Fair Market Valuation
Gain an objective, data-driven perspective on their business health and future potential
Benchmarking
Using industry data to uncover insights and tools for improved performance and growth
Fractional CFO
Expert financial management aligning agency operations & strategic growth
Perpetuation Planning
Protect your agency's future value by building a plan for ownership transfer
Acquisition Analysis
Analysis that helps agencies evaluate potential acquisitions or partnerships
Compensation Analysis
Optimize pay structures to retain top talent, maximize profitability & productivity
Agency Risk
In this episode, Lindsay and Carey discuss the importance of focusing on agency growth and business strategy, emphasizing the need for agency owners to work on their business rather than just in it. They explore the challenges of risk assessment within agencies, highlighting how many agencies struggle to identify their own risks despite being adept at assessing client risks. The discussion also covers key metrics for agency health, such as retention and profitability, and the necessity of creating space for strategic thinking. Finally, they stress the importance of delegation and intentionality in managing time and resources effectively.
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Article
3 Minutes
5 Key Behaviors of Great Agency Owners
Article
3 Minutes
The Problem with Silence
Article
2 Minutes
Three Parts to Planning for your Future
Article
6 Minutes
I Want to Buy – Now What?
Article
2 Minutes
Is it time to sell?
Article
3 Minutes
Planning for the Unexpected
Article
5 Minutes
Investing in Your Agency’s People Can Lead to Big Returns
Article
7 Minutes
How to build a strong budget for your agency
Article
3 Minutes
The Impact of Budgeting for your Business
Article
3 Minutes
Is your retention strategy data-driven?
Article
3 Minutes
The Power of Knowing Your Agency's Value NOW
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