Grow through agency acquisition with a leader to evaluate new assets and make sure your investment delivers on expectations of return.

A 1:1, evidence-based review of your next agency asset, from owner identity and valuation to a practical operating plan.

Agency Acquisition Success

Acquisition overview video coming soon.

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Agency Acquisition Success

You are led by a 10+ year veteran agency operator and author of From Grind to Gold, which features the Agency Wealth & Exit framework. He is also the creator of My Agency Back Office.

1:1 attention from an experienced leader
Evidence-based + self-reported data
Sales pipeline potential review
Agency owner identity review
Service quality and AI review

Agency Acquisition Success Includes

Target agency asset analysis & planning

Complete Agency Diagnostic, which includes

Agency Owner Archetype™ Report
Verified AOFI™ score
Agency valuation
Agency leadership review
Department review
Top issues and opportunities, ranked
Top 90-day priorities
1-year operational growth plan

✓ Agency intelligence platform setup~~$2,500~~Included

✓ 90 days of Creature Platform~~$1,791~~Included

Optional: Fractional operations executive

We get it. You want to protect what you've already built.

Owner Archetype
We want to know how the agency owner's identity is tied to the future success of the agency if you acquire the asset.
Data Gathering
We sync verified performance from multiple systems to understand RevOps, financial and service delivery performance. We also analyze the owner's SDE to get to a full analysis for valuation.
Valuation
You get: a review of all the critical performance data points that make up a complete analysis and enterprise valuation with a confidence level.
Plan, Priorities & Platform
If you were to acquire this asset, we establish a clear 1-year plan with goals and set 90-day priorities toward the path of achievement. We also go through the Creature platform and how to use it to monitor your new agency.
Operations Executive (optional)
If we determine that this agency needs to replace its current operator, we can secure an operational executive from our bench to run the asset and monitor the executive with our agency back office intelligence platform, Creature™.