For founders of independent agencies

Enterprise value is decided before you go to market.

AXP is an operator-led M&A advisory practice in New York. We work with agency owners in the window before a process starts, while the number is still something you can change, and then take you to market.

Practice
Sell-side M&A and enterprise value creation
Clients
Owner-managed marketing and technology services agencies
Coverage
Working across North America, Latin America, and the United Kingdom
The window

By the time a banker or advisor is hired, the number is already set.

A sale process reveals value. The work that creates it happens earlier.

A traditional sell-side partner arrives at the end and packages what already exists. We come in while the number is still being written, help close the value gap, and run the process when you are ready to go.

Enterprise value AXP enters Traditional banker/advisor enters Time before an exit → Value Gap
With AXPTraditional banker/advisor

Where the value is actually created →

What buyers price

A buyer is not pricing the value of your agency. They are pricing what they cannot yet verify about it, and discounting their doubt.

Every discount has a question behind it. Seven of them set the multiple.

Standalone strengthWhat your own numbers justify
01
Revenue durability and quality
Recurring mix, client concentration, retention
Will this revenue still be here in three years?
02
Earnings quality and margin integrity
Margin, add-backs, working capital, leverage
Are the earnings real, and is the margin honest?
03
Growth and trajectory
Compound growth, pipeline coverage, mix of new and organic
Is the growth durable, or was it one lucky account?
Strategic premiumWhat the right buyer pays up for
04
Capability, positioning and moat
Differentiation, specialization, owned method and IP
Is there a moat here, or just a client list?
05
AI credibility and resilience
Evidence in the margin, in the offering, and against the threat
Does AI grow this business, or commoditize it?
06
Commercial engine and scalability
Business development, productization, talent model
Can the commercial engine run without heroics?
The gateCaps how much of the premium you can realize
07
Key dependencies and diligence readiness
A founder-dependent, diligence-thin business cannot transact at its ceiling
Does any of it survive the founder walking away?

Through The AXP EV Creation Framework, we read all seven dimensions the way a buyer will, work the ones holding the number down, and then position the business for success with the right buyers.

Fit is what makes a deal close well. When the evidence already sits inside the business, the offer survives diligence, the right buyer can defend their decision, and both sides sign something they still believe in years later.

The work

Three bodies of work. We scope to what the business needs.

Some agencies need all three. Some need one. You can start at any of them. Most founders begin with the read, because it tells us whether to go now, or what needs fixing first.

Readiness & EV Assessment

A buyer's-eye read of go-to-market readiness & EV: where you stand, and the steps you can take to increase the exit value of your business.

Included
  • The AXP EV Creation Framework
  • Constraint and gap map
  • Buyer-fit view
  • Prioritized roadmap
Fee
Fixed, quoted before we start
Your time
About a day and a half, across two working sessions
Pace
Weeks, not months

Close the Value Gap

The operating work on the dimensions costing you turns, sequenced by what moves the number most, and focused on closing the value gap.

Included
  • Positioning and moat
  • Evidence a buyer can verify
  • Re-scored against The AXP Seven
  • Go to market path
Fee
Scoped per engagement
Your time
A working session per dimension, where needed
Pace
Set by the dimensions chosen

Go to market

The full process, run by us, pointed at the buyers your business is worth the most to.

Included
  • Target set and outreach
  • Materials, CIM, and data room
  • Negotiation and structure
  • Diligence to close
Fee
Retainer, if this is where we start, and success fee on close (retainer reimbursed).
Your time
Management meetings and diligence
Pace
60-90 days to a close
Network
Direct to private equity and family offices, along with M&A brokers and merchant banks we partner with where a deal calls for them.

How an engagement actually runs →

The AXP practice

Senior, embedded, and built around your timeline.

Executive operators who have built, scaled, acquired and exited. The people who read your business have sat on the sell side and the buy side of the table, and written the memo that decides what a business is worth. The people you meet are the people doing the work.

When a process demands it, capital, debt, and technology diligence partners come in behind us, more than a hundred transactions between them. Knowing what buyers pay a premium for is half of it. Getting you in front of the right ones is the other half.

Who this is for

Founders of independent agencies, deciding what happens next.

Owner-managed agencies and consultancies across marketing and technology services: creative and brand, media and performance, PR and communications, data and analytics, CRM and martech, experience and product, and digital transformation.

Roughly $1M to $12M of EBITDA, across North America, Latin America, and the United Kingdom.
Founders eyeing an exit, or simply wanting a more valuable business.

Not a founder? Buyers, investors, lawyers, accountants and fractional CFOs: we work alongside all of them, and we would welcome the conversation. How we work with advisors and buyers →

Perspectives

Recent thinking on agency value.

Start

Tell us where you actually are.

One confidential conversation. We will give you a buyer's-eye read of where you stand and what it would take to move it.

hello@thisisaxp.com

New York, NY.