If you’ve ever wondered how acquirers evaluate agencies, this checklist breaks it down. Inside, you’ll find the key metrics, documents, and systems that determine valuation, from client concentration and recurring revenue to leadership depth and operational discipline. Use it to benchmark where you stand today and take the guesswork out of preparing for an exit.
Free Exit-Readiness Checklist
Get Your Agency Exit-Ready
A one-page checklist to help you see your agency the way a buyer would, and fix the gaps before they cost you value.
Download the Exit-Readiness Checklist
Get the exact framework we use to assess acquisition opportunities, so you can strengthen your agency now, long before you go to market.
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You don’t need to be selling tomorrow to benefit from exit readiness. The same systems that make your agency more valuable also make it more resilient: stronger margins, steadier pipeline, and a leadership team that doesn’t rely on you to keep it all running.