You built the agency.
Now make it work for you.
I help agency founders and leaders improve margins, engage their teams and prepare to sell. I've built, merged and sold my own.
When founders and leaders of professional services firms pursue business maturity and achievement, they often find themselves asking these types of questions and desiring these types of outcomes:
Are we measuring the most valuable metrics on the business?
Is our data accurate and is it leading or merely lagging?
Do we have the right sales, financial, resourcing, project and people tools working together?
Are there documented and well-communicated processes across all aspects of our business?
Do we have visibility into our current and future workload?
Does our pricing strategy align with our financial goals?
Questions
Improved Profitability
Revenue Growth
Strategic Pricing
Data-Driven Insights
Service Delivery Consistency
Cost Efficiency
Increased Scalability
Outcomes
Is our team consistently aligned with our mission and values?
Are we providing employees with the tools and support they need to be successful and grow?
Is our compensation equitable and based on career paths?
Are we aligned on how to raise and solve issues?
What is our definition of innovation and how are we empowering our team?
Questions
Increased Engagement
Higher Productivity
Stronger Reputation
Greater Collaboration
Equitable Compensation
Innovation Investment
Outcomes
How does the sale process actually work and how long does it take?
What goes into preparing the business for the scrutiny of due diligence?
Is there something in our financials or legal agreements that could kill a potential sale?
Are we organized enough to request or provide all the data needed during due diligence?
How are we going to handle months of secret due diligence while also successfully running the business?
How will we tackle integration following the sale?
Questions
Maximized Valuation
Streamlined Transaction
Reduced Stress
Increased Confidence
Risk Mitigation
Speedier Integration
Synergy Realization
Outcomes
Approach
Founded Myjive in 2003. Merged with Union in 2018. Sold to Valtech in 2022. Now I help agency leaders build firms that run well and sell well.
I bring the tools, systems, experience, and guidance to increase your business maturity & appeal and grow employee retention. My advisory work improves your decision making, creates clarity, removes barriers, increases your knowledge and instills confidence.
Not sure where to start? Most of my engagements start with a Business Assessment: interviews, data and a clear set of priorities before we commit to anything bigger. The first step is a 30-minute conversation. Schedule a call.