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4 Lessons Learned Selling an Agency

Written by Ryan Watson | Dec 3, 2021 7:04:52 PM

Having worked through dozens of M&A deals - both personally and with clients - the Upsourced team has compiled its list of the TOP 4 LESSONS LEARNED when selling an agency. 

"Legal and personnel are the top two ways deals get killed."

In our experience, the most common reason a deal falls apart after the letter of intent isn't what you'd expect. It's not the financial model or the vision / strategy - instead,  it's a costly legal or human resource mistake. These kinds of items can create tax, financial, or legal liability that outstrips all the upside in the transaction and makes consummating the deal impractical. 

Follow along as Ryan and Meredith break down other common ways M&A transactions for marketing agencies can fall apart.

Check it out below!