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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How to Stop Fake Profit From Fooling You: Agency Finance Secrets With Lacie Edgeman | Ep #847
Scale Your Agency Jason Swenk Scale Your Agency Jason Swenk

How to Stop Fake Profit From Fooling You: Agency Finance Secrets With Lacie Edgeman | Ep #847

Ever looked at your agency’s bank account and thought, “We’re crushing it!” only to realize two months later that half that cash wasn’t really yours yet? Or maybe you’ve hit that milestone where you start wondering what your agency might be worth if you sold it tomorrow… but your books are a confusing mix of guesses and gut feelings. Today's featured guest was a finance expert before falling in love with the agency world and has the knowledge to help us unpack how smart financial planning, not just more clients, can completely change your agency’s future. From forecasting and cash flow to the hard truths about selling, this conversation is packed with real-world lessons every agency owner needs to hear.

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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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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.