Unlocking Exit Readiness: How to Prepare Your Agency for a Successful Sale with Phil Daniels

Jamie and Jody discuss mergers and acquisitions (M&A) with Phil Daniels from Seasoned Advisors. Phil shares his extensive experience in M&A, highlighting the importance of exit readiness, motivations for selling, and the evolving dynamics of purchase agreements. He emphasizes the need for early planning, clean financial records, and understanding buyer types, including private equity and strategic buyers. The episode offers valuable insights for agency owners considering a sale, encouraging strategic preparation to achieve successful outcomes.