Smart Agency Masterclass Podcast with Jason Swenk
Bi-weekly interviews, strategy, and advice for building your marketing agency the smart way.
The popular agency podcast has just turned 10 years old and covers everything from starting a successful agency to selling your agency.
#1 Agency Leadership Podcast. Check Out Our Past Guests.
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Seth Godin
Best selling Author of Purple Cow, This is Marketing, Linchpin, Permission Marketing
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Guy Kawasaki
Guy Kawasaki is the chief evangelist of Canva and former Apple chief evangelist
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Gino Wickman
The creator of the Entrepreneurial Operating System (EOS) and author of Traction.
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Mike Michaelowicz
Best-selling author of Profit First and Clock Work
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Neil Patel
Founder of CrazyEgg, Kissmetrics, and other multimillion dollar companies
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Joey Coleman
Recognized for his expertise in customer retention & enhancing client loyalty
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Amy Porterfield
Renowned online marketing expert and educator
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Pat Flynn
The leaders in the podcast space
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Jay Baer
Best Selling author of Talk Triggers, Hug Your Haters, and one of the best speakers
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Todd Herman
Coach to Elite pro athletes, leaders, and public figures
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Dan Martell
Author of Buy Back Your Time. Influential coach in SaaS startups.
Sell Your Agency & Get the Best Deal By Checking Your Ego at the Door with Jordan Choo | Ep #771
Are you prepared to sell your agency if the right opportunity presents itself? Making your business sale-ready requires more than just financial preparation—it demands emotional readiness and the ability to set ego aside.
With pleasure, we are featuring a long time mastermind member on the show who, after recently selling his agency, now describes himself as a “recovering agency owner”. It was an unexpected opportunity that turned into an amazing deal for the seller and buyer. Jordan discusses the way he took control of his agency’s future by pursuing the sale, what he’d change about the process, and the importance of having a plan for post-sale integration.
Selling to an Employee: A Unique Approach to an Agency Exit with Eric Holter | Ep #770
Could an internal succession be the right choice for your eventual agency exit? What could that sort of deal structure look like in order to ensure you’re leaving the agency in the best hands possible? As one agency owner transitioned to out of the agency day-to-day, an unexpected result was an organic exit from the business with an employee buyout.
A shining-star employee with the potential to be a great owner was the buyer in mind. Now the challenge was helping him get to a place where he could make the purchase. Listen to the inspiring story of adaptability and structuring the right deal to sell your agency to the right person.
Growing 5x in Four Years: Selling and Reclaiming the Agency with Alex Polamero | Ep #766
Have overwhelm or frustration ever made you want to sell your agency? When you’re burned out, the grass might look greener — but one agency owner learned that it’s not. Discover why he sold after just two years plus why the acquisition was dissolved and he grew his original business back to 5X within the next four years.
Learn more about his reflections on why his initial burnout came to be, the reasons that partnership failed, and how he managed to rebuild his agency even stronger by surrounding himself with the right people.
Navigating the Unexpected Sale of Your Agency by Thoughtful Negotiating with Kelsey Dixon | Ep #756
Would your agency be ready for an unexpected acquisition opportunity? Could you make it work if the time and offer were right? One boutique agency owner faced this question when an unexpected offer transformed her lifestyle business into an acquisition prospect. Though she and her partner had no immediate plans to sell, they recognized the potential and methodically prepared for a successful transition. Learn about their experiences finding their niche in the industry, preparing for acquisition, their ‘no regrets’ attitude regarding the sale, and the reason why they approached negotiations with a thoughtful mindset that would benefit everyone involved.
Mastering Financial Literacy to Set Up a Successful Exit with Brian Rodriguez | Ep #753
What is the one key thing that is holding you back from know your agency’s value? For many it’s having the financial literacy necessary to build an agency worth buying. Today’s featured guest learned that financial literacy can make or break an exit strategy. Despite his early start in business and formal education, it was the guidance of an outsourced CFO that truly transformed his understanding of business finances. This knowledge proved invaluable years later during acquisition negotiations and his successful exit.
From his teenage ventures in website development to building a thriving digital agency, and ultimately, to negotiating a successful exit on his own terms, join us as we explore the beginnings his agency and essential lessons on the importance of financial literacy, knowing your worth, and preparing for life after the sale.
From Startup to Sale: Free Yourself from Your Agency with Robert Royer | Ep #750
Are you caught in the challenging "no-man's land" of agency ownership—where growth meets gridlock? Despite years of management experience, today's guest discovered that running a digital agency demanded more than strategic acumen alone. His journey reveals the often-overlooked complexities of agency leadership that can transform an owner's dream into an operational maze.
Although he felt comfortable making the strategic decisions as a manager, as an owner he found himself pulled in countless directions. From juggling legal complications, financial decisions, and HR responsibilities—areas far removed from his core strengths and passion for marketing strategy. In the end, he recognized the only way through was setting up the right processes for the agency to grow without him and ultimate decided to sell. Tune in to learn about building a successful marketing agency and the principles that guide his approach to client service.
Navigating Pricing Strategies & Acquisitions to Build a THRIVING AGENCY with James Pietruszynski | Ep #747
Are you ready to elevate your pricing strategy and focus on quality over quantity? There are certain things that will only get easier with experience. Yet, all agency owners should be aware of how crucial it is to adapt your pricing model and client acquisition strategy to ensure long-term success. Today’s featured guest will share milestones that changed his agency’s growth path, the things that had to change along the way, and why continuous improvement and evolving capabilities are the best way to adapt to a changing market.
To Sell or Not Sell? What Makes and Breaks an Agency Sale with Jonathan Baker | Ep #727
Do you want to sell your agency someday? Can you imagine a profitable sale and exit agency in the future? Do you feel an acquisition is the mark of business success? Selling your agency shows you’ve built a robust and profitable business, which is a noteworthy achievement. Today’s featured guest helps his clients get ready to find a perfect buyer and reach a deal that withstands the test of time. He’ll discuss why the common reasons to sell are not necessarily the best reasons as well as why undervaluing yourself could hurt your valuation. He also shares common deal killers and deal makers. He highlights the importance of considering personal fulfillment and financial objectives when deciding to sell an agency.
Laying the Right Foundation for Eventually SELLING YOUR AGENCY with Ronik Patel | Ep #720
Are you thinking about an eventual exit from your agency? Curious about how to prepare for selling your agency down the road? Preparing for a potential sale well in advance can be beneficial, even if you ultimately decide to retain your business. Our guest had a clear vision of his goal: to grow his agency while waiting for an opportune moment to sell. He shares valuable lessons on how coaching accelerated his growth and why he wishes he had joined a mastermind group sooner to establish the necessary systems for a successful sale. He shares insights into building a thriving agency and navigating the industry with a strategic approach.
Agency Acquisition Deal Structure: Tips for Buyers & Sellers with Nick Fraunfelder | Ep# 717
Are you planning to buy an agency as a growth strategy or sell your agency and need to get it in shape to attract buyers? Today’s guest wanted out of his career in venture capital and bought an agency, seeing them as cash flow machines. Looking back at that move and all the considerations it took, he offers valuable points for agency owners looking to either buy or sell in the near future and how to best handle that process.
About the Show
The popular agency podcast has been around since 2014 and covers everything from starting a successful agency to selling your agency. What makes this podcast a must-listen is Swenk’s background as the founder and CEO of an agency for over a decade. Swenk brings his own experience to the table, besides the expertise of his guests. He mostly covers topics that help growing agencies scale to the next level.
YOUR HOST
JASON SWENK
Smart Agency Masterclass
Jason is a family man who also happens to have created a couple big marketing agencies, helped thousands of agency owners, and had a big agency exit too.
