
A Series of Guided Steps for Agency Owners Considering a Sale
Selling your agency doesn’t have to feel like a leap in the dark. The Seller’s Readiness Roadmap is a guided, step-by-step program designed specifically for smaller agencies. It helps you become buyer-ready quickly, confidently, and without stress, so you can maximize your agency’s value. Even if a sale isn’t on the immediate horizon, it’s never too early to begin preparing. Starting the process now puts you in control of your future and positions your agency for the best possible outcome, whether you plan to transition ownership internally or sell to an external buyer.
Why Choose the
Seller’s Readiness Roadmap

Clear Actionable Plan
stay on target

Maximize Value
enter negotiations informed

Structured & Guided
step-by-step exercises
How It Works
Gather your agency’s key information and work through a series of guided exercises with our help. We’ll review your input, offer tailored feedback, and share the completed deliverables. Together, we make sure your agency is fully prepared, confident, and buyer-ready. The readiness package includes the following steps and deliverables:

Know Your Numbers
Agency Valuation Snapshot
Understand your agency’s worth with a valuation based on your financials.

Understand Your Value
Value Driver Assessment
A tailored report identifying strengths, risks, and where to shore up value.

Operational Readiness
Process & Contract Review
Pinpoint gaps before due diligence to avoid surprises during negotiations.

Seller Readiness
Exit Options Review
Define what type of deal structure aligns with your goals.

Agency Prospectus
Structured Outline
Create a ready-to-share profile highlighting your agency’s strengths.

Prepare for Buyer Q&A
Prepared Q&A Document
Anticipate buyer questions and craft confident, credible responses.

Start Due Diligence
Due Diligence Checklist
Start buyer due diligence early with a full checklist and document review.

Your 90-Day Prep Plan
90-Day Seller Roadmap
Get a step-by-step plan with checkpoints to stay on track.