For fractional CFOs, M&A advisors and agency coaches who work with $3-5M digital agencies. You keep doing what you do for the owner, and we work on delivery, where margin gets made or lost.
A delivery problem shows up in the numbers, or in the owner’s voice, before anyone inside the agency can name it. When you see one of these, the fix is usually in delivery:
Before Gary meets your client, he talks with you first: what you’re seeing, what the owner is worried about, and what’s already been tried. With the owner’s OK, that includes the numbers.
Then he comes into the first conversation with the owner as part of your team, already briefed, with ideas and questions specific to their agency.
If there’s a fit, the first step is the Delivery Margin Assessment. It finds where margin is leaking in delivery, puts a dollar figure on each leak, and lays out the plan for the first service line to fix. If the owner wants help with the fix, there are two ways to keep going, and both are measured before and after.
If you’d rather make the intro and step back, that works too.
When you send someone our way, you’re putting your name on it. These are the rules we hold to.
Buyers check margins and whether the team can run without the owner. Both take time to fix, so the earlier an owner starts, the more of it shows up in the price.
If you can’t take a referral fee, your $500 goes toward their price instead.
What they sell, where the margin is slipping, and what you’ve already looked at. If it’s a fit, we’ll work out the best way to bring 20eighty in.