[Agency Growth Advisors Series] Agency Growth Questions: A Checklist for Founders
Release Date: 10/10/2024
From Startup to Strategic Powerhouse: Jeff Spanbauer’s Journey Through the PE Growth Machine
Second Bite Podcast
Jeff Spanbauer is the Founder and Chairman of the Board at Relevate Health, a healthcare marketing firm. Under his leadership, Relevate Health has expanded through four acquisitions and achieved significant revenue growth, earning recognition, including the Inc. 5000 Fastest Growing Companies award. Jeff is also the Co-founder and Director of Revelocity Sports and serves as an investment advisor and partner for multiple companies. In this episode… Strategic acquisitions can rapidly accelerate growth, but how do founders know when it’s time to bring in private equity, and what does it...
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Behind the Scenes: How a "Search Funder" Acquired a Digital Agency
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Nick Fraunfelder is the Owner and CEO of Sure Oak, a leading SEO agency helping B2B and tech brands grow through search. Since acquiring Sure Oak in 2023, he has led the agency’s expansion into AI-powered search optimization. With over 20 years of experience in digital marketing, private equity, and technology, Nick co-founded Paulus Capital, which helped launch notable restaurants like Superica and The Optimist. In this episode… Acquiring a business through a self-funded search can offer greater autonomy and alignment with personal values but also presents unique challenges. What did a...
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Bootstrapped to Boardroom: How Jason Hennessey & Trinity Hunt Will Impact Legal Marketing
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Jason Hennessey is the CEO of Hennessey Digital, a digital marketing agency specializing in legal marketing using a holistic approach. In his role, he grew the small consultancy to a multimillion-dollar business that made the Inc. 5000 list for six consecutive years. As an entrepreneur, internationally recognized SEO expert, author, speaker, podcast host, and business coach, Jason has scaled and sold multiple businesses. He has been reverse-engineering the Google algorithm since 2001. In this episode… When considering outside capital to kickstart growth, founders often turn to private...
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Trinity Hunt and the Future of Local Digital Marketing
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Raj Ramanan is the CEO of Herringbone Digital, a digital marketing platform backed by Trinity Hunt Partners. He has led companies from startups and pre-seeds to mid-market and Fortune 1000 to achieve above-market outcomes in revenue growth, profitability, capital raises, and sales. Before joining Herringbone Digital, Raj held executive positions, including Chief Operating Officer at Scorpion, Chief Revenue Officer at Hearst, and President of HYFN Local, and co-founded Loku, a local discovery startup. In this episode… Is private equity the right path for founder-led marketing agencies?...
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Understanding "Buy Side Banking"
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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...
info_outlineIn the second installment of the Agency Growth Advisors series, seven agency experts share what owners should consider when preparing their agency for growth.
In this episode…
What does it take to propel an agency to the next stage? How can agency founders transform their current strategies into high-performing growth trajectories?
Bruce Eckfeldt, Dr. Jeremy Weisz, Ian Garlic, Tim Kilroy, Aaron Levenstadt, Jason Swenk, and Joshua Johnston discuss the inquiries pivotal to improving agency performance. With host Todd Taskey, they offer insights like delegating unproductive tasks, identifying your company’s revenue drivers, and strategic planning for your growth goals.