Customer Impact Story > Independent Agency Exit Strategy
From Stalled Succession to Sustainable Growth
Return on Investment
A 10x return through an increased valuation multiple and shareholder value in 3 months.
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How a Regional Agency Closed Leadership Gaps & Built for the Future.
A Southeast-based media and creative agency hit a breaking point: 18 months of failed succession planning left leadership stuck between a management buyout and an external sale without the financial expertise to move forward.
Within three months, we stepped in and delivered clarity on issues that had been stalled for more than a year. Then, over six months, we sharpened leadership’s strategic acumen, guided complex buyout negotiations, strengthened their investment narrative, and structured the agency for maximum valuation.
With a sharper strategy and stronger leadership, this agency isn’t just surviving the transition—it’s set up to thrive.
+ Regional Independent | Full-Service Agency
+ Stakeholders:
Majority Owner & Executive Leadership Team
+ Critical Juncture:
Turning a stalled succession plan into a seamless leadership transition.
+ Return on Investment: A 10x return through an increased valuation multiple and shareholder value in 3 months.
Impact at a Glance
18 Months to 3 Months:
Fast-tracked succession planning.
10% Profit Margin Increase:
Fixed inefficiencies to drive profitability.
From 60% to 95% Forecast Accuracy:
Improved revenue predictability through structured pipeline management and increased valuation multiple.
Leadership Ready:
Executive team trained, ownership transition secured.