The 3-Year Process of Prepping an Agency For a Private Equity Sale

Jeff Sauer is the Co-Founder of MeasureU.com, which helps brands better understand the data which runs their business. The 3-Year Process of Prepping an Agency For a Private Equity Sale. In this interview, agency founder and angel investor Jeff Sauer details the three-year journey of preparing his $7.5M/year marketing agency for an exit . He explains the critical shift from a high-growth, low-profitability mindset (with 2-5% net margins and a "bloated" payroll) to an operations-focused, high-profitability model with 25% net margins, which was necessary to attract a private equity buyer. Jeff also shares his crucial distinction between a "cash business" (that makes you rich in the short term) and a "wealth business" (an asset you build to sell), and why you can't confuse the two . Finally, he explains why founders must evolve from a "hero" on the front lines to a "general on the hill" by investing in systems. Check out the company: https://www.measureu.com

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🕒 CHAPTERS

00:00 - Why I Became an Angel Investor

03:15 - The Hard Truth of Angel Investing (Most Startups Fail)

06:40 - Why Founders Want Your Money, Not Your Advice

09:10 - The Story of My $7.5M/Year Marketing Agency

12:25 - How We Grew to $7.5M with Only 2% Profit Margins

15:30 - The 3-Year Process of Prepping for a Private Equity Sale

20:00 - A "Cash" Business vs. a "Wealth" Business

24:10 - The 3 Core Functions: Offers, Products, & Systems

27:00 - Are You a Hero on the Front Lines or a General on the Hill?

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