

My perspective comes from having built and exited an agency myself, combined with ongoing work as a coach and M&A advisor. That means I don’t just focus on short-term growth tactics—I help owners make decisions that increase long-term value, reduce risk, and align the business with their personal goals. It’s strategic, practical, and grounded in real agency experience.
Not at all. While many clients eventually consider an exit, most start working with me to gain clarity, improve profitability, or reduce the day-to-day chaos of agency ownership. The reality is that building an agency that’s sellable also makes it more enjoyable, sustainable, and resilient—whether or not you ever choose to sell.
The first step is a conversation. We’ll talk about where your agency is today, what you’re trying to build, and whether my approach aligns with what you need. If it’s not a fit, I’ll tell you—and, when possible, point you toward resources or connections that may be better suited.
I primarily work with established creative, marketing, digital, and PR agencies generating between $750K and $20M in annual revenue. That said, size alone isn’t the deciding factor. The best fit is an owner who’s ready to think strategically, make meaningful changes, and commit to building a stronger, more valuable business—whether that’s through growth, simplification, or preparing for an eventual exit.