Selling your agency isn’t one conversation — it’s a journey.
A typical deal flows like this:
#️⃣ Initial Outreach – a buyer expresses interest (or you decide to explore options).
#️⃣ Intro Conversations – light discussions about fit, strategy, and goals.
#️⃣ Letter of Intent (LOI) – a non-binding document that outlines headline terms.
#️⃣ Due Diligence – the buyer digs deep into your financials, operations, customers, and team.
#️⃣ Final Agreement & Closing – lawyers paper the deal, both parties sign, and money changes hands.
Each stage has its own rhythm and pressure points. Intro calls feel exciting. The LOI feels like a milestone, but it’s just the start. Diligence can feel invasive, like an audit crossed with a marathon. And closing can drag on with negotiations over details you never thought mattered (like working capital adjustments).
Owners who know the roadmap go in prepared. They’re less likely to be blindsided, and more likely to keep control of the process.
👉 If a buyer approached you tomorrow, would you know what happens after that first call?
📧 If you’re an agency owner, have you ever considered selling or joining something bigger? Contact me if you’d like to learn more about what an acquisition could mean for you, your employees and your clients. 📧