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Please complete your Agency Value Profile

If you want to increase the value of your agency, you need a clear-eyed view: where your agency stands, where you’re headed, and how to get there. This is true whether you're seeking an exit or just want more options.

Completing this Agency Value 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 valuation goals.

Everything you share is confidential. The more you share, the faster I can advise you. And 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
1.What’s your contact info?(Required.)
2.Current situation: Why are you seeking advice right now?(Required.)
3.Tell me about your agency’s background and positioning. What led to starting (or joining) the agency? 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?(Required.)
4.Do you see your agency as primarily a Lifestyle business (e.g., promoting or hiring team members so you can step back) or an Equity business (e.g., sell the agency to external or internal buyers)?
5.Do you have a specific exit in mind? If you have a number, timeline, or dream scenario—even if it feels ambitious—please share.

What are your current revenue and net profit margins?

If you've received a formal valuation (or an informal "DIY" AI valuation), please summarize the results.(Required.)
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? If we're a match to work together, are they on board to participate fully in an advisory engagement?(Required.)
7.Picture yourself three years from now. In an ideal world, what needs to change? And what do you want to preserve?(Required.)
8.If you’ve worked with a paid advisor before, what worked well and what didn’t? What would you want to do differently this time?
9.Where are you in your selection process for an agency advisor?
10.How did you hear about Karl Sakas and Sakas & Company?
11.Is there anything else you’d like to share about your agency, value, 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.