13 years of agency finance


This Week's Agency Insights

Every week, we share content to help you run your agency business.

What's Top of Mind

📅 Next Knowledge Share: September 23rd, 1 PM ET.

Running an agency means wearing every hat - including the finance one you never wanted. Sarah Patterson (Fractional CFO for agencies since 2011) is joining us live to break down the three components of a healthy finance function, which metrics actually matter for your goals, and how to stop guessing at the numbers.

You'll leave with one practical artifact you can implement this week.

Good prep for Sarah's session next week. – The five layers of agency compensation: base salary, benefits, bonuses, variable comp, and equity. What to nail first, what to treat as optional, and why the fancy stuff can wait.

Who We're Partnering With

🤝 According to the survey, lead gen is the #1 tool you’re evaluating. Sales/BD help was the #1 service you’re looking for. VeraOps does both... revives conversations from relationships you’ve left untouched for years + warm intro paths that expand your network, without cold outreach. Peter loves them. Even talked about them on his newsletter. We got you founder’s pricing: $2,500 for 3 months (two free weeks included).

It’s already changed how I approach business development.
— Mark DePace, Ghost Robot

We Built a Free Tool

If you can't articulate your differentiation, or your team explains what you do differently every time, this will help. Paste your URL, and get a full positioning audit in ~60 seconds. Category, wedge, ICP, service offering.

Know a founder who needs this? Share it with them.

P.S.

If you found value here, The AgencyHabits Podcast takes it further. Give it a listen, and if it landed, leave a review. It’s fuel for this work.

Who are we?

Hi, we're Peter and Sei-Wook, co-founders of Barrel Holdings, a portfolio of agency businesses. We also run AgencyHabits, a resource for agency operators featuring lessons learned from our various agency businesses.

Thanks for being a subscriber. If you or anyone you know is interested in selling their agency business, please check out what types of agencies we're looking for and email hi@barrel-holdings.com.

Also: Peter posts a lot of agency content on LinkedIn, give him a follow!

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AgencyHabits

AgencyHabits provides learnings, ideas, and templates for agency operators drawn from Barrel Holdings companies. Barrel Holdings incubates, acquires, and grows agency businesses.

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Most agency owners didn't get into this to manage finances. But at some point, you need to know your numbers...or keep guessing. September 23rd. 1PM ET. Our first-ever Knowledge Share guest, Sarah Patterson, is breaking it down: → Right person, right role: who should actually own finance → Right reason: lifestyle vs. performance, and why it changes what you measure → Right metrics: 3 tiers, from broad health to enterprise value One hour. One artifact to implement the same week. Save your spot...

This Week's Agency Insights Every week, we share content to help you run your agency business. What's Top of Mind 📅 Next Knowledge Share: September 23rd, 1 PM ET. Our guest is Sarah Patterson, Fractional CFO who's been working with agencies since 2011. She makes the financial side make sense so you can make decisions without second-guessing yourself. Not just "the numbers person", someone who actually gets agency life. This one is worth showing up for! Save your spot! Who We're Partnering...

Finances is the topic we get the most questions about. So for our next Knowledge Share, we're bringing in our first-ever guest to answer them directly. Sarah Patterson is joining us on September 23rd at 1PM ET to talk about getting the financial fluency you need to make clean and confident business decisions. She's covering what to track, who should track it, and the one metric most agency owners aren't measuring but should be. More details coming soon. For now, save your spot. Register here....