Please complete your Agency Exit Profile

If you want a strong exit, you need a clear-eyed view of where your agency stands, where you’re headed, and what buyers actually care about. Owners who wait to ‘figure it out later’ often leave money on the table.

Completing this Agency Exit Profile is the first step. Your responses make our exploratory call as focused and actionable as possible—so we can zero in on what will make the biggest impact for your agency, timeline, and exit goals.

Everything you share is confidential. If I'm not the right fit for you, I’ll suggest alternate resources.

Most people complete this in 20–30 minutes—but take as long as you need. You’ll hear from me within two business days. –Karl Sakas

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* 1. What’s your contact info?

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* 2. Current situation: Why are you seeking exit-focused agency advice at this time?

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* 3. Tell me about your agency’s background and positioning. What led to starting (or joining) the agency, and who’s your ideal client? If you’re actively considering a future exit, what do you think will make your agency attractive to a buyer?

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* 4. Do you see your agency as primarily a Lifestyle business (keep running it indefinitely) or an Equity business (position it for acquisition or other exit)?

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* 5. What are your current revenue and net profit margins? Do you have a specific exit in mind? If you have a number, timeline, or dream scenario—even if it feels ambitious—please share.

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* 6. Tell me about your team. What are the key roles today, and are there any gaps you think could affect a successful exit? Do you have any co-owners, investors, or other business partners?

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* 7. Picture yourself three years from now. In an ideal world, what’s different for you personally (even if you hope to exit sooner or later than three years)? What do you want to change, and what do you want to preserve?

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* 8. If you’ve worked with a paid advisor before, what worked well and what didn’t? What would you want to do differently as you prepare for an exit?

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* 9. Where are you in your selection process for exit-focused advisory?

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* 10. Obligatory marketing question: How did you hear about Karl Sakas and Sakas & Company?

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* 11. Is there anything else you’d like to share about your agency or exit goals?

Click "Send to Karl" below, and we'll get back to you within 2 business days. And if you need help sooner, please email concierge@sakasandcompany.com.

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