Your Guide To Peak Agency Value
ExitVision partners with digital agency owners to navigate priorities, boost growth, streamline operations and ultimately, harvest the wealth locked up in their business when the time is right.
This is Exit Planning, reimagined.
Technologies You Will Learn
About Us
What We’re About:
Choosing to be an entrepreneur in any capacity is bold. Some might not agree, but the amount of time, energy, stress, emotion, chaos, happiness, reward, and uncertainty is next level. Truly, it takes a certain type of person to take this journey.
What We're All
About
Exit planning isn’t just about putting up a “For Sale” sign anymore; it’s a complete overhaul of how you run your agency to make it as efficient and appealing as possible, even if you’re not looking to sell in the near future. It provides flexibility to adapt to whatever life may bring.
ExitVision is on a mission to shake up the old school agency consulting game by infusing it with this fresh, holistic strategy. This means putting systems in place so your business can operate smoothly without you, the owner, running in circles day in and day out. It’s also about building a more efficient team, streamlining operations, building a predictable sales pipeline, cleaning up your margins, having diversified client concentration and so much more. Building an agency of value is less about top line revenue or other fragmented parts of your business. Rather, the value lies in how easily your agency can be transferred to someone new with a predictable future.
We’ve spent the past 8 years building and growing agencies and see this strategic approach as being vital to agency success, yet often overlooked. The truth is that nearly 80% of businesses out there aren’t even able to sell…. That simply doesn’t sit well with us. So, we’re here to make a change. With ExitVision, you’re not just prepping for a sale; you’re creating a stronger agency today and building a lasting legacy that continues no matter what you choose to do in the future. This is what every agency owner deserves.
Who We Work With
We have no interest in being another “jack of all trades and master of none”. Our ExitVision programs were curated specifically for digital agency owners headquartered the US that meet the criteria below.
Digital Agency Owners
We work with digital agency owners that specialize in SEO, Paid Media, Social Media, Email, AI, ML, Recruiting Full Service and similar niches.
$200k - $3M Annual Revenue
If you're in this revenue range, ExitVision was designed specifically for you to boost your value and move you towards an elite, unstoppable agency.
More Than 1 Year In Business
It typically takes agency owners at least 6-12 months to get the basic foundation set - we jump in to support once they're ready to take things to the next level.
Running In Circles
Many agency owners are still handling much of the day to day work themselves or are the go-to for some of the pillars below. Are YOU the business?
Want A Clear Roadmap
Do you see value in having a clear roadmap for your business value and your life with a partner that supports your decisions along the way?
Struggling With Pillars Below
We always do an in-depth assessment of your current value and build a holistic gameplan, but the pillars below are some of the segments we focus on.
Sound like you? Let's chat.
Agency Pillars We Focus On
- Crafting Offers That Sell and Scale
- Growth Strategies
- Streamlined Operations
- Team Structure and Recruiting
- Goal Setting and Prioritization
- Tech Stack and Automation
- Leadership Coaching
- Exit Planning Strategies
Simple 3 Step Process To Get Started
Apply
Apply for a program or strategy session via a 15-30 minute intro call together. We always ensure we understand you and your goals before you register.
Register
If we’re a fit, you’ll receive a registration link to sign up. Since program space is limited, we'll work with you to set a mutual start date.
Kick Off
Once we receive your registration, you’ll have access to our program portal and we’ll kick off by scheduling a 1 on 1 in-depth call with you.
What is the ExitVision
Methodology?
When you team up with ExitVision, we’ll walk you through 5 key stages, from evaluating where your agency stands today to creating a tailored roadmap for you that leads to peak value.
5 Key Stages
There are so many factors at play when it comes to an agency’s valuation. The Exit Planning Institute shares that and estimated 80% of business value lies in intangible assets…. Things like team loyalty and culture, systems and processes and how involved you are as the owner. We built this proprietary Agency Value Assessment to help you better understand what areas of your business are up to par and which ones need the most focus and attention moving forward.
We’ve put in hundreds of hours over the past 8 years to gather everything we’ve learned from building and growing agencies, combined with new age exit planning, to build these systems specifically for you. This 140-page guide is your starting point for understanding how to properly scale and increase your business’s value. It’s just the beginning, and we’ll get into a fully customized plan in Stage 3.
Oh no, this isn’t your cliche “playbook” that every guru likes to talk about. During this process, we personally take a deep dive into your agency and build out a tailored ~30 page guide of all our thoughts, recommendations, tips, opportunities, and more. These 5 stages are structured in a way that provides you the most clarity and direction moving forward. This isn’t some cookie cutter pre-recorded course. We pour our heart into each playbook and roadmap we build.
The custom playbook we provide is already packed with insights from our findings to start guiding your next steps, but we understand that having a clear plan with your top priorities, action items, timelines, and extra deliverables is crucial. We’ll use tools to work closely with you throughout this process, helping you track your progress and providing you that additional support you’ll need.
Let’s be real, the only way that any of the information you receive is truly impactful is if you execute on what you’ve learned. The tools that we use to provide the roadmap above will also allow us to collaborate moving forward so that we can help hold you accountable to your goals and priorities. Each program we offer includes some sort of ongoing support and coaching with the option to continue beyond that timeframe. At the end of the day, we know that nobody wins if the information you receive simply sits and gathers dust.
ExitVision 8 Phases of Value
In each of our programs, we follow an 8-phase approach that starts by fine-tuning your vision and goals and ends with exploring your options in the future, giving you a complete view of where your agency is headed.
Phase 1: Refining Your Vision
Phase 2: Understanding Your Gaps & Setting Goals
Phase 3: Optimizing Your Business Model & Market Fit
Phase 4: Protecting What You’ve Already Built
Phase 5: Growth Strategy & Automation
Phase 6: Post Growth Optimization & Retention
Phase 7: Refining Your Team & Culture
Phase 8: Exit Options & Life Beyond
Services
Custom Agency Roadmap
This personalized service is our bread and butter and is what we built ExitVision around
Here’s what you’d get:
- A massive document of my entire knowledge base around building and growing agencies and everything in between. This 140 page blueprint provides a holistic view of your agency operations, sales, team structure, and ultimately, what to focus on to truly increase the value of your business so that you have options in the future.
- A broken down, custom roadmap based on the larger blueprint. This is where I’ll personally take a deep dive into your business and provide direct feedback, recommendations, action items and a priority list of what to focus on next.
The process:
- To kick things off, I’ll send over an intake form
- Once that’s completed, we’ll jump on a call to talk through everything in more detail and clarify any remaining questions and details
- I’ll set us up in a private Slack channel so that we can communicate along the way, but this is where I go heads down for 1-2 weeks to build out your personal roadmap
- This is typically a 2-4 week process in total.
FAQS
Simply put, exit planning is the process of analyzing where your business currently stands from a value standpoint and building an action oriented game plan to harvest the wealth locked up in your business. It’s understanding what factors will make your business more transferrable and ultimately a healthy operation holistically. Today, we find that the sooner you can implement exit planning strategies, the better.
Absolutely! The sooner you start to structure your business in a way that adds transferable value, the more options you’ll have in the future and the more efficient your business will run today. If you wait until the last minute, or if something happens that you need to move on from your business and you’re not prepared, your options will be extremely limited (or you may not have any at all if you haven’t prepared).
The ExitVision communication cadence takes a similar form as traditional business coaching/advising, but has a much different approach. We combine elements of top class agency consulting, such as increasing profitability, cleaning up internal ops, etc., with exit planning strategy.
Both! We know how important it is to have an ongoing partner that can help hold you accountable and provide resources along the way to stay the course. We'll be by your side as long as you need us and offer a number of flexible options to do so. Reshaping your foundation is just the beginning.
ExitVision specializes in agencies that are doing between $200k - $3M in annual revenue and have been in business for at least a year. It’s where our expertise lies and where we see the biggest opportunity to help owners gain clarity on future actions in their business. If this is you, be sure to book a call or send us an email about your options.
Though we mention agency as a broad term, ExitVision specializes in agencies that focus on full service digital marketing, SEO, Paid Media, Social Media, Email Marketing, Recruiting, AI, ML, Creative and a variation of similar niches.
We have a specific, calculated process for working with agency owners that adds value to their business and their life. We aren't here to promote some vanity lead gen metric. Instead, your ROI when teaming up with ExitVision comes from many factors depending on where you agency stands and your most urgent priorities moving forward. For some agencies, we focus on increasing owner income and profitability, for others, it's about cleaning up internal ops, cutting out unnecessary expenses or boosting lead flow. No matter what we focus on in the short term, the biggest win comes from your increased company valuation down the line. This number can give some agencies an astronomical return on their investment.