The process usually begins with a confidential conversation.
At this stage, the goal is not to pressure you into a decision. It is to understand your situation and determine whether there may be alignment.
We typically discuss:
Some founders are actively ready to sell. Others are simply trying to understand their options. Either starting point is okay.
After the initial conversation, we evaluate whether the agency appears to be a potential fit for Freshy.
This review is based on both financial and operational factors, including:
Learn more about what types of agencies we buy.
If there is not a fit, we will aim to be clear about that early. If there is potential alignment, we can move into a deeper review.
If there is initial alignment, the next step is usually a high-level valuation review.
This may include reviewing:
We do not value agencies using a single generic formula. We look at the full picture — revenue quality, profitability, client stability, operational clarity, and transition fit.
Learn more about how we value agencies.
If both sides want to continue, we may go deeper into how the agency operates.
This helps us understand not just what the agency earns, but how it works.
Areas we may review include:
This step helps both sides understand the likely transition path.
See also: Agency due diligence.
If there is a strong fit, Freshy may present an offer or discuss potential deal terms.
At this stage, both valuation and structure matter.
Important deal components may include:
Two offers with the same purchase price can have very different outcomes depending on structure.
Learn more: Agency deal structure.
Once there is alignment on the major terms, the process moves into due diligence.
This is where information is verified in more detail.
Typical diligence areas include:
The better organized your information is, the smoother this process tends to be.
Learn more: How to prepare your agency for sale.
If diligence is completed successfully, the parties move toward final agreements and closing.
But the transaction does not end at closing. The transition plan is just as important.
Transition planning may include:
Freshy places significant emphasis on transition because client continuity is one of the most important parts of a successful acquisition.
Learn more: What happens after you sell your agency.
The process is usually smoother when the agency has clear information and realistic expectations.
Helpful preparation includes:
You do not need everything perfect before reaching out, but the more organized the business is, the easier it is to evaluate.
Founders can expect a process that is direct, thoughtful, and grounded in how agency businesses actually operate.
We aim to be clear about fit, transparent about what matters, and respectful of the business you have built.
Our goal is not simply to complete a transaction. It is to determine whether the agency can be successfully supported, transitioned, and grown inside Freshy’s platform.
If you are considering selling your agency, the first step is a confidential conversation.
Start a confidential conversation
We usually start with a confidential conversation to understand your goals, agency profile, revenue mix, and whether there may be a fit.
The timeline depends on complexity, readiness, diligence, and deal terms. A smoother process usually starts with clear financials and organized information.
No. Many founders start with a conversation to understand valuation, fit, and what they may need to improve before a future sale.
Yes. Conversations about a potential agency sale are handled confidentially and thoughtfully.
Helpful information includes revenue, profit, recurring revenue, top clients, service mix, team structure, and your goals for a potential sale.