You sell your agency once.
Thirteen Pillars covering every stage of the seller journey — from the perpetuation decision through valuation, listing, diligence, deal structure, legal architecture, and the first 100 days post-close. One piece every other Tuesday in your inbox; the rest indexed here.
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Every category in the For Sellers track.
Post-Close Transition & Integration
Roughly 70% of M&A value destruction concentrates in the post-close window. The first 100 days — and the announcement hierarchy that opens them…
S09Seller Motivations & Triggers
The six triggers that move an independent agency owner from "thinking about it" to actually transacting — and why most owners face two or three at …
S10Deal Negotiation, Structuring & Closing
Price is vanity, terms are sanity. How deal structure, tax architecture, and protective provisions can move a 10–50% swing in the seller's actual n…
S08Due Diligence Preparation
The phase where unprepared sellers lose half a turn of multiple — and prepared sellers earn the Readiness Premium that defends every dollar of EBIT…
S13Legal Agreement Architecture
Three layers of agreements determine whether deal value is preserved or eroded — and the strength of the foundation layer changes what's available …
S04Agency Valuation Methods
The four methods professional buyers use to price a book — income, market, asset, and the profit-metric baseline — and how a prepared seller turns …
S07Compensation & Personnel Management
Compensation per person is the single most consequential financial lever in an independent agency. The 24–36 months before a sale are the only wind…
S03Exit Path Options
Six paths exist between today and the day an agency owner is no longer the owner. Five of them are real; one of them is the Anti-Path. This is the …
S01Perpetuation Planning
Two-thirds of independent agency owners do not have a written perpetuation plan. The third who do sell their agencies for twenty to thirty percent …
S02Critical Factors Affecting Agency Value
The 38 empirical drivers behind every buyer's offer — what moves the multiple, what discounts it, and which eight signals a prepared seller knows c…
S12Deal-Lifecycle Transaction Documents
The three documents that gate every agency M&A transaction — and why understanding the sequence is what separates sellers who keep leverage fro…
S15Shareholders' & Operating Agreements
The internal document that governs how partners decide, transfer equity, resolve deadlocks, and protect value. Without it, default state rules appl…
S05Marketplace Listing Strategy
How seller-controlled confidentiality, fractional Slices, and a success-fee model give independent agency owners a way to test the market without p…