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A SUCCESSOR'S GUIDE TO OWNING AND LEADING AN AGENCY


A great course for key managers and stakeholders.


 

Dates & Details

December 17, 2025
1:00 - 3:00 p.m. ET

Virtual Training: Includes live presentation, discussion, and Q&A 

Pricing

Members: $240 per person
Non-Members: $340 per person

WHAT YOU WILL LEARN

You’ve been great at running accounts, leading teams, or managing projects but now you’re being handed the keys. What does it really mean to own the agency? This seminar is for future owners, successors, and senior staff who are stepping into leadership and want to do more than just keep the lights on. We’ll pull back the curtain on what it actually takes to run a small agency: the financial decisions, team dynamics, client relationships, and strategic thinking that don’t show up on org charts. You’ll leave with a clearer view of the challenges and opportunities ahead and a stronger sense of what kind of owner you want to be.

KEY TAKEAWAYS

  • What changes when you go from team lead to agency owner.
  • Understanding how small agencies make money.
  • Key metrics every owner needs to watch beyond the P&L.
  • Balancing creative, client, and business priorities without burning out.
  • How to handle legacy clients, long-term staff, and existing systems.
  • Building trust with your team as the “new” owner or leader.
  • Making the agency yours without alienating what came before.
  • Common blind spots for new owners and how to avoid them.
  • How to think long-term while managing today’s fires.
  • Creating your own leadership style and owner mindset.