What types of agencies we buy

Every agency is different — and there is no single “perfect” profile.

That said, certain characteristics tend to make agencies a stronger fit for Freshy. These are typically tied to revenue quality, client relationships, service alignment, and how easily the business can transition.

This page outlines the types of agencies we commonly acquire and the factors that matter most in our evaluation process.

We focus on digital agencies with ongoing client relationships

At a high level, Freshy focuses on digital agencies that maintain ongoing relationships with their clients.

This often includes agencies that provide:

  • Website design and development
  • Website hosting and maintenance
  • SEO services
  • PPC management
  • Email marketing or CRM support
  • Ongoing website support or optimization

Agencies that combine project work with ongoing services are often a strong fit because they balance new client acquisition with recurring revenue.

Learn more: Recurring revenue and valuation.

Platform and service flexibility

While many agencies we work with are WordPress-focused, Freshy is not limited to a single platform.

We regularly evaluate agencies working with:

  • WordPress
  • Wix
  • Shopify
  • Custom CMS platforms

More important than the platform is how the services are structured, delivered, and maintained over time.

Agencies that provide clear, repeatable services with ongoing client value tend to be stronger fits.

Revenue profile and structure

We evaluate both revenue size and revenue quality.

Key areas we look at include:

  • Recurring vs project-based revenue
  • Client retention and churn
  • Pricing consistency
  • Margins by service line
  • Revenue concentration across clients

Agencies with recurring revenue are often easier to value and transition, but project-based agencies can also be strong candidates depending on their client base and delivery model.

Explore more: Valuation factors.

Client base and relationships

The strength of your client base is one of the most important parts of your business.

We look at:

  • Client tenure and retention
  • Client concentration
  • Relationship ownership
  • Contract structure
  • Service consistency

A diversified client base with stable relationships is typically more attractive.

Learn more: Client concentration.

Operational structure and team

We evaluate how the agency operates day to day.

This includes:

  • Team roles and responsibilities
  • Delivery processes
  • Project management systems
  • Client communication workflows
  • Documentation and systems

Agencies that are less dependent on the founder and have clearer systems are generally easier to integrate and transition.

Founder involvement and transition

Founder involvement varies widely across agencies, and there is no single required structure.

However, we do look at how involved the founder is in:

  • Sales
  • Client relationships
  • Strategy
  • Delivery oversight

The more the business relies on the founder, the more important the transition plan becomes.

Learn more: Transition planning.

Agencies that may be a strong fit

While every situation is unique, agencies that often align well include:

  • Web design and development agencies with ongoing support plans
  • Agencies with hosting and maintenance revenue
  • SEO and PPC agencies with long-term retainers
  • Agencies with a mix of project and recurring revenue
  • Agencies with strong client relationships and low churn

Agencies that may require more evaluation

Some agencies may still be a fit but require deeper evaluation due to additional risk factors, such as:

  • Heavy reliance on project-based revenue
  • High client concentration
  • Founder-driven sales and delivery
  • Unclear pricing or service scope
  • Limited documentation or systems

These factors do not prevent a transaction, but they may impact valuation or deal structure.

Learn more: Deal structure.

How Freshy evaluates overall fit

Ultimately, we evaluate agencies holistically.

We look at how all of the pieces fit together:

  • Revenue and profitability
  • Client base and retention
  • Service mix and delivery model
  • Operational structure
  • Transition readiness

No agency is perfect. The goal is to understand how the business operates and how it can succeed after the transaction.

Not sure if your agency is a fit?

If you are considering selling, we can help you understand how your agency aligns with our acquisition criteria.

Request a confidential evaluation

Frequently asked questions

Do I need recurring revenue to sell my agency?

No, but recurring revenue generally increases valuation and makes the business easier to transition.

What platforms do you work with?

We evaluate agencies across multiple platforms including WordPress, Wix, Shopify, and others.

What size agency is a good fit?

We look at agencies of different sizes, with a focus on consistency, client relationships, and operational structure.

Can project-based agencies be a fit?

Yes, especially if they have repeat clients, predictable pipeline, or opportunities to build recurring revenue.

What matters most in your evaluation?

Revenue quality, client stability, operational clarity, and how transferable the business is after acquisition.