Jonathan Baker on Preparing Your Agency for a Successful Acquisition

Happy Thursday and hope you're going strong this week. This week, I'm excited to welcome Jonathan Baker to the podcast.

But first, an update:

This week we are re-opening enrollment in The Targeted Outreach System for five agencies in Q4 2024. Who it's for: Agencies and B2b service companies pursuing average deal sizes at roughly $20k-1M. It's the best fit for owners and/or biz dev people. Outcome: Implement a commonality-driven targeted email outreach system and start building relationships with brand-side decision-makers. Assets participants leave with: 1. The right outbound infrastructure, including warmed-up emails domains and other tools.

2. Comprehensive company and prospect lists on your total addressable market.

3. Tasteful and targeted email campaigns, launched during the program with our support. Time frame: 90 days To learn more about the process and deliverables and to see a short video rundown, go to the landing page . From there you can grab time with me to explore further.

This week on the Podcast:

Many agency owners often consider mergers and acquisitions from the outset, even if it wasn’t part of their initial plan. Even if your primary focus is still on scaling your business before selling, it's never too early to start preparing for a smoother M&A process in the future.

Jonathan Baker is the Practice Lead of the M&A practice at Punctuation, a small consultancy focused exclusively on servicing creative, digital, and marketing services firms.

In this episode, Dan and Jonathan discuss the following:

• COVID’s impact on agency goals due to vulnerability.
• Focusing on a few key lead generation activities.
• The importance of patience in the M&A process.
• Challenges that can ruin a deal at the last minute.

Click here for the full episode.

Til next time,

Dan

P.S. Whenever you're ready, here are three ways I can help you grow your agency: 1. Free video training (30 min) Learn how we use tasteful and targeted outreach to get agencies 2-5 qualified weekly meetings, without cold email or spam. 2. My book: Relationship Sales At Scale

Our manifesto. Learn how to marry the timeless power of tribe-based trust with digitally enabled scale so you can open doors tastefully and convert prospects consistently, all without spamming anyone. 3. Outreach training

In 90 days, implement the right targeted email outreach system (in-house) to consistently build relationships with ideal brands.