How To Prepare Your Agency For Sale with David Blois & Chris Rudolph

By David Blois
19 Jun 2026

Many agency owners begin thinking seriously about selling only when a potential exit is already on the horizon. By that stage, some of the most important value drivers may take time to address.

In a recent episode of the AgencyRise podcast, our Managing Partner, David Blois, joined the discussion to explore what makes an agency valuable, what buyers look for and why preparation should begin well before a formal sale process.

The conversation covers several key areas relevant to agency founders and leadership teams, including:

What buyers look for when assessing an agency
Why founder dependence can affect valuation
The importance of recurring revenue and strong financial systems
Common issues that can delay or derail a transaction
When founders should begin preparing for a potential exit
The metrics and characteristics buyers tend to focus on most
A central theme of the discussion is that exit preparation is not only about getting ready to sell. It is also about building a stronger, more resilient and more valuable agency today.

Whether a founder is considering a sale in the next two years, or simply wants to build a business that can thrive beyond them over the longer term, the episode offers practical insight into the steps that can strengthen agency value.

You can listen to the full episode here: https://lnkd.in/dA-6zUda

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