Insights

Notes for people making a decision

An Agency Retainer Book Is the Asset

Why buyers of digital agencies, SEO firms and web studios pay attention to retainers, and how a founder-led pipeline changes the conversation.

Why handing a client book to another operator is usually cleaner than an abrupt shutdown, for the owner and for the customers.

Incomplete paperwork does not automatically end a private sale. It changes who you talk to, and how honestly the first conversation has to be.

What to gather before a private sale conversation, without building a theatre of due diligence you cannot finish.

When a private, owner-managed sale is the better tool than a public campaign, especially for tired or imperfect service firms.

How retirement sales work when there is no successor on the payroll, and why a private handover beats waiting until you have already left.

How to talk about selling a managed service provider when the founder is still the after-hours queue and the books are only mostly complete.

How buyers look at a VoIP or hosted PBX book: seats, numbers, churn and how much of the support still sits with the owner.