Smart Agency Masterclass Podcast with Jason Swenk

Bi-weekly interviews, strategy, and advice for building your marketing agency the smart way.

The popular agency podcast has just turned 10 years old and covers everything from starting a successful agency to selling your agency.

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Agency M&A: Client Retention, Financing, and AI’s Role. The Inside Scoop with Zander Barth | Ep #839
Selling Your Agency Jason Swenk Selling Your Agency Jason Swenk

Agency M&A: Client Retention, Financing, and AI’s Role. The Inside Scoop with Zander Barth | Ep #839

Most agency owners stumble into their first business almost by accident, learning as they go. But have you ever considered buying your first agency as a way to enter the industry with a head start? The right acquisition can give you an established team eager to keep growing, a base of engaged clients, and strong positioning in the market.

Today’s featured guest took this path and is now the proud owner of a thriving agency. He always knew he wanted to run his own business, and when it came time to choose an industry, the agency model was the perfect fit for his love of project management and tech.

He shares how he chose and purchased his agency, why he was fortunate to instantly click with the previous owner, the kind of deal structure he recommends for these situations, and the lessons he’s learned along the way.

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Thinking of Selling Your Agency? Cash Out for Max Value (and Avoid the Biggest Mistakes) With Sean Hakes | Ep #827
Selling Your Agency Jason Swenk Selling Your Agency Jason Swenk

Thinking of Selling Your Agency? Cash Out for Max Value (and Avoid the Biggest Mistakes) With Sean Hakes | Ep #827

Are you growing your agency with the goal of selling it one day? More importantly — are you taking the right steps now to ensure it’s actually worth what you think it is?

Today’s featured guest has built and sold multiple agencies over the years, gaining hard-earned insights into the process. He shares what you need to know to prepare your agency for sale, the potential pitfalls and opportunities with non-competes and earnouts, and whether hiring a broker is really worth it.

If selling your agency is on your horizon, or even just a long-term possibility, this episode is packed with practical advice to help you maximize your valuation and avoid costly mistakes.

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Navigating the Unexpected Sale of Your Agency by Thoughtful Negotiating with Kelsey Dixon | Ep #756
Selling Your Agency Jason Swenk Selling Your Agency Jason Swenk

Navigating the Unexpected Sale of Your Agency by Thoughtful Negotiating with Kelsey Dixon | Ep #756

Would your agency be ready for an unexpected acquisition opportunity? Could you make it work if the time and offer were right? One boutique agency owner faced this question when an unexpected offer transformed her lifestyle business into an acquisition prospect. Though she and her partner had no immediate plans to sell, they recognized the potential and methodically prepared for a successful transition. Learn about their experiences finding their niche in the industry, preparing for acquisition, their ‘no regrets’ attitude regarding the sale, and the reason why they approached negotiations with a thoughtful mindset that would benefit everyone involved.

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Mastering Financial Literacy to Set Up a Successful Exit with Brian Rodriguez | Ep #753
Selling Your Agency Jason Swenk Selling Your Agency Jason Swenk

Mastering Financial Literacy to Set Up a Successful Exit with Brian Rodriguez | Ep #753

What is the one key thing that is holding you back from know your agency’s value? For many it’s having the financial literacy necessary to build an agency worth buying. Today’s featured guest learned that financial literacy can make or break an exit strategy. Despite his early start in business and formal education, it was the guidance of an outsourced CFO that truly transformed his understanding of business finances. This knowledge proved invaluable years later during acquisition negotiations and his successful exit.

From his teenage ventures in website development to building a thriving digital agency, and ultimately, to negotiating a successful exit on his own terms, join us as we explore the beginnings his agency and essential lessons on the importance of financial literacy, knowing your worth, and preparing for life after the sale.

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Navigating the Highs and Lows of SELLING YOUR AGENCY with David Rodnitzky | Ep #661
Selling Your Agency Jason Swenk Selling Your Agency Jason Swenk

Navigating the Highs and Lows of SELLING YOUR AGENCY with David Rodnitzky | Ep #661

Are you getting ready to sell your agency? Are you looking into potential buyers? How will you protect your interests in an M&A process? Today’s guest has a lot of experience, and even a book, in this area having sold the same agency twice and coming out mostly unscathed from the initial failed deal. He’ll share some of the good, the bad, and the ugly aspects of selling your agency and the challenges of managing a large agency team. Tune in to gain valuable insights on navigating the process of selling your agency.

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Why Acquisitions Aren't an Impossible Growth Strategy for Your Agency with Todd Nienkerk | Ep #570
Selling Your Agency Stacey Green Selling Your Agency Stacey Green

Why Acquisitions Aren't an Impossible Growth Strategy for Your Agency with Todd Nienkerk | Ep #570

Do you want to grow your agency through an acquisition? Would what it would look like to merge with an agency offering complementary services? What if you could expand your team by acquiring another agency's talent?  An acquisition might feel impossible, but done right can be an amazing growth strategy. Today’s guest never thought he would acquire not one but two agencies. He saw acquisitions as an impossible growth strategy that required enormous amounts of cash. In the end, it was just about finding the right partners. He is on the show to share his experiences buying out his partners and eventually making two acquisitions.

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About the Show

The popular agency podcast has been around since 2014 and covers everything from starting a successful agency to selling your agency. What makes this podcast a must-listen is Swenk’s background as the founder and CEO of an agency for over a decade. Swenk brings his own experience to the table, besides the expertise of his guests. He mostly covers topics that help growing agencies scale to the next level.

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JASON SWENK

Smart Agency Masterclass

Jason is a family man who also happens to have created a couple big marketing agencies, helped thousands of agency owners, and had a big agency exit too.