Lessons, Learnings & Freedom From Transaction #1

Aaron LevenstadtAaron Levenstadt is the Founder of Join Agency Alliance, an advisory board composed of former agency owners who have exited their businesses. He has built and sold multiple agencies, including Pedestal Search, which emerged from his experience as one of the original members of Google’s Search Analytics team. As an investor, Aaron supports agencies and entrepreneurs through coaching, connections, and advisory board development. 

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Here’s a glimpse of what you’ll learn:

  • [1:12] Pedestal Search’s origin, growth trajectory, and transaction
  • [7:07] Aaron Levenstadt discusses his risk tolerance post-transaction
  • [12:26] The key criteria for Aaron’s deal
  • [18:07] Advice for executing a profitable business sale
  • [19:44] What is Join Agency Alliance?

In this episode…

Sometimes, selling your business gives you a higher risk tolerance, especially if you execute a profitable transaction. What criteria should you focus on when evaluating the perfect deal for your company?

Aaron Levenstadt, the Founder of Join Agency Alliance, talks about his agency’s strategic exit. With host Todd Taskey, Aaron shares the deal’s inner workings, why selling his company increased his risk tolerance, and his endeavors with Join Agency Alliance.

Resources Mentioned in this episode

Sponsor for this episode…

This episode is brought to you by Fiscal Advocate.

Fiscal Advocate builds, integrates, and manages financial infrastructure to grow your firm.

They create metrics and models to help agencies understand their unique position in the market, making them attractive to potential buyers.

To learn more and get started, visit https://fiscaladvocate.com/contact/