[Agency Growth Advisors Series] An Introduction to Agency Growth: Helping Agency Owners Identify Their Biggest Challenges
Release Date: 09/26/2024
Understanding "Buy Side Banking"
Second Bite Podcast
Joe Zanca is the Managing Partner of DealGen Partners, a buy- and sell-side M&A advisory firm. In his role, he has sourced and closed over $200 million in acquisitions for private equity and strategic buyers. Joe launched, scaled, and exited OnDemandStorage, a full-service, technology-based storage company. In this episode… Private equity investment transactions can unlock untapped growth potential, but they also reveal your company’s strengths and weaknesses. How can you determine if you’re prepared for a transaction? Joe Zanca, Managing Partner of DealGen Partners, discusses how...
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When a Transaction Accelerates Growth - Avoiding Agency Building
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Matthew Rosenfeld is the Founder and CEO of Crush, which provides boutique Amazon management services for retail and DTC brands. He is also the Founder of Retail Racer, which leverages proprietary software to automate retail outreach for DTC brands. As a former Amazon seller, Matthew has launched, acquired, and sold multiple brands. In this episode… Selling your business can unlock critical infrastructure and resources to scale, but only if the deal aligns with your vision and values. How can you find the right partner to help you scale while maintaining service quality? Matt...
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Insider’s View of a 60-Day Asset Sale
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Joel Green is the Founding Partner of Outliant, a full-service agency building digital products for brands like Amazon, Purina, and Freedom Solar. As a serial tech entrepreneur, he is the Founder and CTO of Winona, a telemedicine company, and the Co-founder of Hardsider. Previously, Joel was the Co-founder and Chief Engineer at Cintric, which was acquired by UberMedia in 2017. In this episode… Selling an agency can catalyze opportunities, but navigating the process requires strategy, speed, and M&A partnerships. How do entrepreneurs know when it’s time to make the leap? Joel...
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“How Did You Arrive at That Number...?”
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Raj Khera is the Founder and CEO of MakeMEDIA, an AI-powered content marketing assistant. He is also an Executive Coach at MoreBusiness.com, a platform that helps SaaS businesses grow. As a serial entrepreneur, Raj has led three SaaS companies from startup to acquisition by public firms. He is one of the top 10 ranked SEO coaches in the US. In this episode… Entrepreneurship offers numerous growth opportunities, but knowing when to sell a business can be a complex decision. Industry consolidation, financial positioning, and market trends all play a role in timing a successful exit. How did a...
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Creating Winning Business Deals: A Compilation of Strategies
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Todd Taskey is an M&A Advisor for CEOs and Entrepreneurs at Potomac Business Capital. He has been an entrepreneur, business owner, investment banker, and business finance advisor for more than 20 years. In addition to providing M&A advice, Todd has been a founding investor, board member, or part of the management team of several business ventures. He helps CEOs and entrepreneurs develop a successful exit strategy through his knowledge of the mid-market investment banking process. In this episode… Maximizing business value through transactions requires considering factors like...
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Value Created From a Process (Even Without a Transaction)
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Chris Peer is the President and CEO of SyncShow, a B2B digital marketing and sales firm. He is also the author of The Great 8 Pillars and the Founder of G8P, where he provides marketing and sales enablement consulting for manufacturers. As a serial entrepreneur, Chris has more than 20 years of experience in B2B digital marketing, lead generation, and consulting. In this episode… Private equity investment transactions are a viable opportunity for kick-starting growth in untapped areas of your business. However, you may discover alternative growth avenues during the process. What did a...
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Founder Lessons From a CEO Whisperer
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Tim Martinez is the Founder and President of The Inside Man, an independent management consulting practice. He assists CEOs and businesses in navigating growth challenges and specializes in strategic advisory, raising capital, M&A, organizational restructuring, and strategic partnership development. As a serial entrepreneur, Tim has spent 25 years owning, operating, selling, and investing in various companies in industries, including software, retail, media, advertising, and investment banking. In this episode… Founders and CEOs are often so caught up in their daily operations that...
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Lessons Learned - Selling to a HoldCo
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Dr. James Gregory is the Founder of NYLAQ Advisors, which manages intangible assets to accelerate financial performance. With over 40 years of experience in advertising and branding, he is a leading expert in corporate brand management. Dr. Gregory has developed tools and strategies, including the CoreBrand Index, for measuring brands’ impacts on corporations’ financial performance. In this episode… Is it worth it to sell your business to a holding company? While you may receive a high earnout, the process can be arduous. What should you consider when selling to a holding...
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[Agency Growth Advisors Series] Rapid-Fire Segment: Invaluable Resources From Agency Owners
Second Bite Podcast
In the final edition of the Agency Growth Advisor Series, seven agency advisors share their recommended resources for growth, including podcasts, books, and productivity tools. In this episode… With so many insights and resources available to agency owners, it can be difficult to find what works for you. What can you learn from top agency advisors’ most valued resources in the space? Bruce Eckfeldt, Dr. Jeremy Weisz, Ian Garlic, Tim Kilroy, Aaron Levenstadt, Jason Swenk, and Joshua Johnston share where they gain their inspiration. With host Todd Taskey, they discuss how to select podcast...
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Selling Your Marketing Agency - Lessons From a Remarkable Story Part 2
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David Rodnitzky is the Founder of David Rodnitzky Consulting, a boutique firm that helps agency owners scale and exit their businesses through M&A. Before becoming a consultant, he founded 3Q Digital, which he bought and sold multiple times. David is also the author of Selling Your Marketing Agency. In this episode… Selling a business requires more than valuing it and selecting a seller. What additional factors should you consider during the process? David Rodnitzky, the Founder of David Rodnitzky Consulting, shares insights from his agency sale. With host Todd Taskey, David covers...
info_outlineIn this introduction to the Agency Growth Advisors series, Todd Taskey sits down with seven agency owners who share how they help founders accelerate growth.
In this episode…
When it comes to scaling an agency, there’s no one-size-fits-all approach. Strategies often depend on size, revenue, and operational structure. What insights can you learn from agency owners who work all across the spectrum?
Jason Swenk, Joshua Johnston, Bruce Eckfeldt, Tim Kilroy, Dr. Jeremy Weisz, Ian Garlic, and Aaron Levenstadt talk about their methods for agency growth. With host Todd Taskey, the founders share insights like driving strategic growth, how to attract clients, and how to build an eight-figure agency.