Build Smart. Exit brilliantly.
M&A expertise for marketing services firms that want to grow strong and sell.
Build Smart. Exit brilliantly.
M&A expertise for marketing services firms that want to grow strong and sell.
Think of us as your own personal CEO whisperer.
Value Assessment + Gap Identification
Value Acceleration + Owner Empowerment
Value Acceleration + Owner Empowerment
We help agency owners understand current and potential enterprise value through an immersive Business Attractiveness and Readiness Assessment powered by millions of exit planning data points. This program identifies key issues restricting growth, highlighting addressable risks and opportunities.
Value Acceleration + Owner Empowerment
Value Acceleration + Owner Empowerment
Value Acceleration + Owner Empowerment
Together we'll design and implement a bespoke 21-step risk-mitigation and value acceleration roadmap engineered to improve business health and profit. We'll function as your guide and accountability partner throughout this journey, demonstrating your agency's value evolution in realtime through Dynamic Revaluation.
M&A Advisory + Owner Advocacy
Value Acceleration + Owner Empowerment
M&A Advisory + Owner Advocacy
We support agencies through both organic and inorganic growth, advising on buy- or sell-side acquisition strategy when appropriate. We'll guide you through various exit options, exploring both outside sale to a third party, as well as inside transactions to employees and family, then work alongside you to facilitate the business broker/banker process.
Ross Toohey, Managing Partner
Ross teaches business owners how to grow their companies, build massive value, and exit beautifully. Having forged and exited one of the largest privately held healthcare agencies in the US, Ross brings decades of operations, growth and both buy/sell M&A experience to bear for clients. He is accredited as a Certified Exit Planning Advisor by the Exit Planning Institute.