
This video covers:
How to set up a seamless sale on your terms
Knowing your path and not being sidetracked by what others say is possible
What's involved in this course
This video covers:
Knowing what you want from your sale before you begin this process
Scoring your business against these five pillars
Calculating your sale price range, thinking about your add backs
This video covers:
Establishing and strengthening your second tier management
Being clear on what is for sale
Auditing your agency's processes and systems
Reducing your agency's reliance on you
Assessing your documentation and filling any gaps
Being happy to stay and ready to go
Keeping your sale plans to yourself
This video covers:
Why to create your deck now
Drafting your deck
What to include in your deck
This video covers:
Ways to find potential buyers
How to utilise your existing network
Creating your shortlist
This video covers:
How to utilise your existing network
How to generate and progress introductions
This video covers:
How to turn your shortlist into a buyer database
Planning your outreach including messages and timing
The goal of your outreach in progressing your sale
This video covers:
Deciding whether or not you should use a broker
Finding, vetting and meeting brokers
Understanding the terms and associated costs
This video covers:
How to prepare for a chemistry meeting
How to structure a chemistry meeting
How to end and follow up a chemistry meeting
This video covers:
How to invite offers for your agency
Getting feedback that leads to more offers
Progressing to the negotiation phase
This video covers:
How to expertly handle negotiations for your agency
How to negotiate your perfect deal
How to create a win-win situation
This video covers:
Finalising your deal
Signing, lawyers, due diligence, accountants
How and when to tell your team
The balance between proactive and patient
Growing your agency during the sale completion
Setting up a strong handover
This video covers:
What to do after you complete
Navigating the post-exit world
How to find other people who have sold their business
Any other questions you might have
Wishing you all the best for your sale!
In this video we close out the course, which I hope has been useful for you.
Do you own an agency?
If you’re looking to sell your agency, you have come to the right place. If you're not looking to sell your agency just yet, or perhaps not at all, knowing what the process involves will mean you are prepared should the time come or should you change your mind.
When I sold my agency it changed my life.
After starting from scratch and running my marketing agency for ten years, I sold it in March 2021 and left two weeks later.
I learned so much from the process of preparing my agency for sale and meeting with twelve potential buyers. Knowing what to expect and laying the groundwork in advance meant achieving the perfect sale, for me, my team and clients.
I’m ready to pass this knowledge on, so you can achieve your perfect sale too.
This is the course I wish I had taken before I started down the journey of selling.
In this course I cover:
Creating a sale-ready agency
Preparing an impressive information deck
Finding and approaching buyers
Seeking help from a broker (or going it alone)
Having successful meetings with potential buyers
Progressing your sale to receiving offers
Negotiating and completing due diligence
I'll talk you through everything I learned during this process.
If you're intentional about selling your business, this course will help you make it happen. Selling your agency can mark a huge milestone in your career. It could create incredible freedom, from a financial, location and headspace perspective. Knowing what to expect could mean you negotiate better and achieve a higher multiple and better terms.
I'm here to demystify the entire process for you - let's do this.