Three reflection tools drawn from the IAN Half-Day Session with Davis+Gilbert LLP and Evalla Advisors. Use them to think through where to focus, what to discuss with your team and advisors, and where to learn more. These are educational only, not advice, not a valuation, and not a determination of whether you should sell.
A 4-minute reflection across 15 questions in three areas. The output is a summary of what you flagged as in place and what you flagged as needing attention — not a determination of readiness, a score, or a recommendation about whether to sell. Use it as a starting point for conversations with your team and advisors.
Your books, your entity, your people. The boring stuff that decides whether a deal closes.
Your number, your estate plan, the life you're trying to step into post-close.
Recurring revenue, AI posture, positioning, and the team that has to make it through the deal.
Reflection summary only. Not a score, not a verdict, not advice, not a determination of whether your agency is ready to sell.
This is what you flagged across the three areas. It is not a score, not a verdict, and not a determination of whether you are ready to sell. Use it as a prompt for conversations with your team and your advisors.
Four buyer types came up in Session 3: strategic, majority private equity, minority equity, and acqui-hire. They want different things from a seller. Answer five questions about what you say you want post-close and the tool will surface the type that aligns most closely with your stated preferences. This is educational, directional only, and not a recommendation that this is the right buyer for your agency. Real fit depends on the actual buyer and the conversation you have with your advisors.
Ten general practices discussed at the session that agency leaders can think about working on, whether you ever sell or not. These are not personalized advice for your specific situation. Use the list as a prompt for conversations with your team and advisors, and check items off as you complete them.
