Financial Planning for Marketing Agency Owners

As a marketing agency owner, you have some unique challenges.

You may have taken on some debt in starting your business. Perhaps you've taken funding from friends, family or investors.

You may be struggling with being too reliant on a single big client.

You might be having a hard time scaling as it relates to new clients, people, systems and processes.

And maybe one of the largest challenges is that this is a cash-flow business; it can be steady at times, then it can be inconsistent. Profit-sharing can be great or non-existent.

And while it's not impossible to build equity in your agency as you scale and grow it and eventually have a liquidity event, it's very, very hard, given that clients are often buying because of your own knowledge and expertise.

Your ability to bring in future business is often your agency's greatest asset; that means that you are also its biggest liability.

When the agency is doing well, you're able to do well, too. You're hopefully able to build an agency that will continue to grow and generate a good income for you over the years.

But how are you building wealth that's independent of your agency?

If you're not creating wealth separately, you're likely going to end up being "captured by the creative," unable to take a break or retire because you need the agency income.

We’re here to collaborate with you on this, help get your finances organized and figure out how to best align your money, your goals and your purpose.

If you’re interested in learning more and potentially working together, please get in touch so we can get to know you and see if we’re a good fit.