The Agency Profit Podcast

David Tobin, a mergers and acquisitions expert specializing in exit planning, shares his journey from a college entrepreneur to the founder of Tobin Leff. He delves into various exit strategies, including management buyouts and sales to strategic buyers, emphasizing the importance of strategic planning. The conversation highlights how current economic conditions affect M&A activity, and the impact of firm performance on equity value. David also stresses the need for a clear growth vision and strategic investments to enhance business value.

Points of Interest02:02 – 02:20 – Ryan's Framework: Marcel explains how Ryan Tansom's "Independence by Design" framework has transformed his view on his own business.03:32 – 05:03 – Owner-Operator Challenges: Ryan describes the challenges of owner-operators and the importance of achieving true independence through sustainable business practices.05:09 – 06:47 – Systems for Independence: Ryan highlights various systems (EOS, scaling up, OKRs) that help owner-operators achieve freedom of time and money.08:13 – 09:19 – Understanding the Game: Ryan discusses the importance of understanding the true purpose of one's business and aligning it with personal goals.13:33 – 15:32 – Reverse Engineering Goals: Ryan and Marcel discuss the importance of reverse engineering lifestyle goals to determine necessary financial outcomes from the business.25:12 – 26:26 – Importance of Good Cash Flow: Ryan explains that good cash flow is essential for independence and attracting buyers, and how interest rates and the lending environment affect valuations.26:32 – 27:29 – Third-Party Sale Validity: Ryan highlights the validity of third-party sales and the importance of having a clear plan, whether it's raising money, scaling up, or focusing on cash flow.27:36 – 29:08 – Debt Service and Business Worth: Ryan and Marcel discuss calculating the business worth based on the debt it can service from its free cash flow, providing a rule of thumb for business valuation.29:14 – 30:21 – Choosing Your Game: Ryan emphasizes the importance of choosing the right game for your business and aligning your decisions with your personal and business goals.30:27 – 31:06 – Surround Yourself with the Right People: Ryan advises surrounding yourself with people who understand your goals and can provide relevant advice based on the game you are playing.31:12 – 32:10 – Influencing Decision-Making: Ryan and Marcel discuss how different business goals influence decision-making, using examples like hiring a legal firm or implementing an ERP system.Show NotesConnect with Ryan through:LinkedInTwitterYouTubeWebsiteIndependence by DesignLove the PodcastLeave us a review here.

Experienced entrepreneur Matt Bodnar discusses leveraging M&A for agency growth, emphasizing creative deal structures and the independent sponsor model. He shares insights on cross-selling opportunities, roll-up dynamics, and the impact of AI on agency valuations. Matt also highlights the benefits of strategic acquisitions for growth and investment opportunities.

Points of Interest00:01 – 00:58 – Introduction: Marcel Petitpas introduces the episode and guest Nicole Greer, founder and CEO of Build a Vibrant CultureTM.00:59 – 02:14 – Guest Background: Nicole shares her journey and experience, highlighting her work with notable brands like State Farm and The Ohio State University.02:15 – 04:05 – Importance of Culture: Discussion on why culture is crucial for any organization and how it impacts team performance and business success.04:06 – 06:27 – Defining Culture: Marcel and Nicole explore what culture means in a workplace context, emphasizing behaviors, actions, and organizational values.06:28 – 08:11 – Challenges in Building Culture: Common challenges agencies face when trying to build and maintain a positive culture, especially as they grow.08:12 – 10:05 – Introduction to S.H.I.N.E. Coaching MethodologyTM: Nicole introduces her SHINE framework, outlining its five components: Self-Assessment, Habit Work, Integrity Work, Next Right Step Work, and Energy Work.10:06 – 12:22 – Self-Assessment: In-depth discussion on the importance of self-assessment for leaders and how understanding oneself can influence team dynamics.12:23 – 14:11 – Habit Work: Exploring the significance of developing good habits and communication skills within a team.14:12 – 16:20 – Integrity Work: Nicole explains how integrity and accountability play a vital role in maintaining a vibrant culture and why feedback is essential.16:21 – 18:34 – Next Right Step Work: The importance of continuous development and career progression for team members to keep them engaged and motivated.18:35 – 20:01 – Energy Work: Nicole discusses the six types of energy (intellectual, emotional, spiritual, physical, social, financial) and how leaders can harness these to power their teams effectively.20:02 – 32:15 – Leadership's Role in Culture: Marcel and Nicole delve into the responsibility of leaders in shaping and maintaining culture, practical steps for leaders, the importance of feedback and accountability, and personal stories illustrating the impact of a vibrant culture on organizational success.Show Notes:Connect with Nicole through her profile:Nicole on LinkedInVibrant Culture on LinkedInCharacter Traits ListWebsite: https://vibrantculture.com/Love the Podcast?Leave us a review here.

Points of Interest00:01 – 00:40 – Introduction: Marcel Petitpas introduces Audrey Joy Kwan, a seasoned leadership coach and agency consultant, discussing her extensive experience in agency leadership development. Audrey shares her transition from law to marketing, leading to a significant career in agency leadership.06:57 – 08:26 – Leadership Styles: Audrey discusses the selection of appropriate leadership styles for different agency scenarios, addressing common misconceptions.10:24 – 12:33 – Practical Example: Audrey provides an example from event management to demonstrate how leadership styles are adapted based on team competencies.14:51 – 16:00 – Leadership Framework: Discussion on a quadrant framework that helps identify appropriate leadership styles based on team member confidence and competence.18:50 – 20:09 – Flexibility in Leadership: Emphasis on the importance of adapting leadership approaches to individual team member needs and project dynamics.22:35 – 24:59 – Assessing Competence and Confidence: Audrey elaborates on methods for assessing team members' skills and confidence to select the most effective leadership style.226:28 – 27:50 – Do’s and Don’ts of Leadership Styles: Marcel and Audrey discuss best practices for implementing each leadership style to maximize effectiveness and team satisfaction.29:46 – 31:33 – Directive Leadership in Depth: Detailed breakdown of how and when to employ directive leadership effectively within an agency setting.31:33 – 33:57 – Coaching and Supporting Styles: Exploration of coaching and supporting leadership styles, including how to empower team members through these approaches.36:00 – 37:23 – Identifying Leadership Missteps: Techniques for identifying when a chosen leadership style isn't working and how to pivot effectively to support team success.38:25 – 39:28 – Building Team Confidence: Strategies for boosting team confidence through gradual increases in responsibility, helping team members grow effectively into their rolesShow NotesFree Live Workshop:  https://audreyjoykwan.com/leadershipstylesConnect with Audrey through her profile:IG: https://www.instagram.com/audreyjoykwan/LI: https://www.linkedin.com/in/kwanaudrey/Website: https://audreyjoykwan.com/Marcel’s episode in Audrey’s pod: https://audreyjoykwan.com/podcast-ep86/Love the Podcast?Leave us a review here.

Points of Interest00:00 – 05:32 – Opening Discussion: Marcel and Joey highlight the critical role of clear communication and the art of building client relationships in agency settings.05:34 – 08:36 – Joey's Insights: Sharing his journey as an agency owner and creative director, Joey delves into why effective communication is foundational to strong client relationships.08:38 – 12:30 – Trust Building: Marcel and Joey explore the importance of understanding client needs and establishing trust at the start of any client engagement.12:33 – 16:34 – Vision and Communication: Early client meetings focus on clear communication and vision setting to foster trust and understand clients’ needs, as emphasized by Joey.16:36 – 20:34 – Managing Scope Creep: The duo addresses the challenges of scope creep, stressing the need for transparent communication and managing client expectations to prevent project pitfalls.20:37 – 25:22 – Strategic Communication: Joey provides tips and strategies for handling scope creep and managing expectations through effective communication and strategic discussions.25:24 – 30:41 – Extracting Value: Discussion on the importance of deriving high-value context from client meetings to fully grasp their pain points and project objectives.30:44 – 36:32 – Ongoing Engagement: The significance of continuous check-ins and communication to maintain trust and enhance the client experience throughout the project.36:34 – 42:14 – Emotional Engagement: Marcel and Joey talk about managing the emotional journey of client engagements, emphasizing the need to sustain excitement and vision.42:16 – 47:58 – Further Learning: Joey shares additional resources and underscores the importance of genuine human interaction in nurturing client relationships.Show NotesDownload the Think Like Your Client POV Guide here: https://www.joeytackett.com/podcastresourcesWebsite: https://Joeytackett.comLinkedIn: https://www.linkedin.com/in/joeytackett (Feel free to DM!)Instagram: https://www.instagram.com/creativejoey (Feel free to DM!)Twitter: https://twitter.com/joeytackett YouTube Channel: https://www.youtube.com/@HeyJoeyTackett/videosLove the Podcast?Leave us a review here.

Join expert in hiring and onboarding, Jamie Van Cuyk, as she shares insights on the challenges and benefits of effective hiring practices. Learn about profitability through hiring, timing for new hires, financial considerations, and strategies for attracting the right candidates.

Points of Interest00:01 – 00:58 – Introduction: Marcel Petitpas introduces the episode and guest Kelly Campbell, a trauma-informed leadership coach. Discussion about Kelly’s new book, “Heal to Lead,” and their approach to trauma, leadership, and consciousness.01:03 – 01:21 – Kelly Campbell’s Professional Background: Kelly shares their professional journey from owning a digital marketing agency to becoming a trauma-informed leadership coach, focusing on the deeper motivations and fears that impact leaders.03:03 – 04:38 – The Importance of Addressing Trauma in Leadership: Marcel highlights the personal relevance of the discussion on trauma in leadership and its impact on personal development and business effectiveness.04:38 – 07:54 – Impact of Trauma on Leadership Styles: Kelly discusses how both small and large traumas shape leadership styles, personal relationships, and professional environments.18:03 – 19:42 – Personal Reflections on Growth and Impact of Trauma: Marcel reflects on his personal development journey, the impact of pausing growth activities, and the importance of continuous self-awareness.23:15 – 28:37 – Healing and Leadership Coaching Techniques: Kelly provides insights into the modalities and processes they use in their trauma-informed leadership coaching, emphasizing the integration of trauma for enhancing personal and professional growth.37:07 – 38:49 – Conclusion and Book Promotion: Where to find Kelly's book, the significance of supporting independent bookstores, and final thoughts on the necessity of addressing trauma in leadership for better overall effectiveness.Show NotesBook Pre-Order: https://klcampbell.com/heal-to-lead-book/Website: https://klcampbell.com/Instagram: https://www.instagram.com/kelly.l.campbellLinkedIn: https://www.linkedin.com/in/kellylcampbell/Substack: https://kellylcampbell.substack.com/Leadership Quiz: https://klcampbell.com/leadership/Healing Resources: https://myhealingmenu.comLove the Podcast?Leave us a review here.

Guest Chris Rudolph shares insights on adapting agency pricing with performance-based retainers, navigating industry changes, setting performance fees, conducting client audits, and balancing client satisfaction with agency profitability.

Join Pete Everitt, a multi-agency owner and coach, as he discusses the evolution of agency models, the importance of providing value over cost-cutting, and the shift towards becoming a trusted advisor for clients. Learn how understanding and solving clients' core problems can lead to better retention and expansion opportunities, ultimately driving business growth through strategic client engagement and recurring revenue models.