Stake in a digital marketing agency with SME clients, recurring retainers and scalable processes.
A useful first comparison of a consultancy or agency should connect the asking price with operating evidence, contractual rights and a workable transfer. Value can fall quickly when a founder, lead consultant or major client owns the relationship rather than the organisation, or when key accounts and work products cannot be transferred.
Reconcile recurring retainers, project backlog, utilisation, gross margin by mandate, client concentration and the delivery capacity of the team. An unsigned pipeline should not be valued as contracted revenue.
Inspect termination and change-of-control clauses, work in progress, subcontractors, timesheets, account ownership and rights to methods, content, references and campaign data.
Map every live project, client contact, deadline, access right and delivery obligation. Agree joint client introductions and a documented handover of methods before the seller reduces availability.
Keep the search broad enough to find adjacent opportunities, then compare the same evidence across each listing. Continue with Marketing agency or Services, or return to all companies for sale.
Reconcile recurring retainers, project backlog, utilisation, gross margin by mandate, client concentration and the delivery capacity of the team. An unsigned pipeline should not be valued as contracted revenue.
Inspect termination and change-of-control clauses, work in progress, subcontractors, timesheets, account ownership and rights to methods, content, references and campaign data.
Value can fall quickly when a founder, lead consultant or major client owns the relationship rather than the organisation, or when key accounts and work products cannot be transferred.
Map every live project, client contact, deadline, access right and delivery obligation. Agree joint client introductions and a documented handover of methods before the seller reduces availability.
