Smart Agency Masterclass Podcast with Jason Swenk
Bi-weekly interviews, strategy, and advice for building your marketing agency the smart way.
The popular agency podcast has just turned 12 years old and covers everything from starting a successful agency to selling your agency.
#1 Agency Leadership Podcast. Check Out Our Past Guests.
What Do Private Equity Firms Look for When Buying an Agency? With Ben Gaddis | Ep #889
Most agency owners say they want to sell someday… but they’re building something completely unsellable. The mistake? Not only a lack of a clear vision for the future of their agency, but also a lack of understanding of what they’ll need to build a sellable agency. If you’re an agency owner planning to sell one day, do you understand what buyers are usually looking for? Do you know which type of buyer you’re hoping to attract?
Today’s featured guest understands that most agencies are acquired by private equity companies and built one to be the private equity partner he felt was missing in the space. He’ll talk about what actually drives valuation, what kills deals, and how to build an agency that buyers want to compete for.
Want to Sell Your Agency? Start by Firing Yourself with Taylor McMaster | Ep #879
If you want to sell your agency one day, you can’t be the hero in every lane. Taylor built Dot & Co with an exit in mind from year one, systematically removing herself from fulfillment, people management, and eventually sales, so the business could run (and grow) without her. The result: a clean acquisition, a happy team, and zero identity crisis on the other side.
Should You Buy Another Marketing Agency? Lessons from 5 Acquisition Deals with Kimberly Eberl | Ep #866
Are you thinking about expanding your agency through acquisitions? Buying another firm can be one of the fastest ways to scale, but only if you choose the right partners and nail the cultural fit. Otherwise, growth can quickly turn into chaos.
Today’s featured guest has been through five acquisitions, each one teaching her a different (and sometimes painful) lesson about what truly makes a merger succeed. In this episode, she opens up about her biggest acquisition missteps, the cultural mismatches that nearly derailed integrations, forecasting errors she didn’t see coming, and the identity challenges that arise when two teams collide.
When an Agency Merger Falls Apart: Lessons on Reinvention with Tom Snyder | Ep #864
What would you do if the merger you believed would change everything suddenly collapsed? Agency owners often dream of the big exit: the acquisition, the payday, the validation. But if you’ve been in this industry long enough, you know the story rarely goes as planned. Today’s guest lived through the dot-com boom, a merger gone sideways, a rare “un-merger,” and multiple reinventions across three decades.
Today’s featured guest is an agency owner who lived through the dot com boom, a merger gone sideways, an unmerger (a rare event), and multiple reinventions over three decades. He’ll talk about his journey and the lessons he’s gained in resilience, clarity, and what it means to build a business that lasts.
How Do You Sell (or Buy) an Agency Without Killing Culture? With Alyssa Ash | Ep #840
What does it really look like when employees step up to buy the agency they’ve helped run for years? Today's featured guest will share how she and her partners carried forward the 30-year legacy of an agency founded in the print-and-stamp days, a business that has not only survived but thrived through three different ownership handoffs. If you’ve ever thought about selling your agency, or buying one, this conversation is packed with lessons on culture, succession, and keeping an agency alive for the long haul.
Agency M&A: Client Retention, Financing, and AI’s Role. The Inside Scoop with Zander Barth | Ep #839
Most agency owners stumble into their first business almost by accident, learning as they go. But have you ever considered buying your first agency as a way to enter the industry with a head start? The right acquisition can give you an established team eager to keep growing, a base of engaged clients, and strong positioning in the market.
Today’s featured guest took this path and is now the proud owner of a thriving agency. He always knew he wanted to run his own business, and when it came time to choose an industry, the agency model was the perfect fit for his love of project management and tech.
He shares how he chose and purchased his agency, why he was fortunate to instantly click with the previous owner, the kind of deal structure he recommends for these situations, and the lessons he’s learned along the way.
Thinking of Selling Your Agency? Cash Out for Max Value (and Avoid the Biggest Mistakes) With Sean Hakes | Ep #827
Are you growing your agency with the goal of selling it one day? More importantly — are you taking the right steps now to ensure it’s actually worth what you think it is?
Today’s featured guest has built and sold multiple agencies over the years, gaining hard-earned insights into the process. He shares what you need to know to prepare your agency for sale, the potential pitfalls and opportunities with non-competes and earnouts, and whether hiring a broker is really worth it.
If selling your agency is on your horizon, or even just a long-term possibility, this episode is packed with practical advice to help you maximize your valuation and avoid costly mistakes.
What Happened After Brent Weaver Sold UGURUS? The Truth About Life Post-Exit | Ep #805
What really happens after you sell your agency? Brent Weaver, founder of UGURUS, knows firsthand — and it wasn’t the beach-and-cocktails story most agency owners imagine. In this second half of our conversation, Brent opens up about what really happens after you sell a business, why his team stuck around (when they had every reason to bolt), navigating the shift from entrepreneur to executive within a corporate machine. He also lays down a fresh perspective on where agencies are headed in the AI era — and why human advantage is still your biggest asset.
If you missed Part One, go back — it sets the emotional stage. This one dives into the raw aftermath.
What Happened to UGURUS? Straight from the Founder Brent Weaver | Ep #803
How do you turn a $99 course, launched before it was even fully built, into a 7-figure coaching business? Today’s guest did just that. And he’s here to share why scrappier beats slick every time. If you’ve ever second-guessed launching messy, this episode will feel like validation.
Brent Weaver is on the show talking about his start with UGURUS, the valuable learning that can come from starting before everything’s in place, and why what came after selling his business wasn’t exactly what he had expected.
Sell Your Agency & Get the Best Deal By Checking Your Ego at the Door with Jordan Choo | Ep #771
Are you prepared to sell your agency if the right opportunity presents itself? Making your business sale-ready requires more than just financial preparation—it demands emotional readiness and the ability to set ego aside.
With pleasure, we are featuring a long time mastermind member on the show who, after recently selling his agency, now describes himself as a “recovering agency owner”. It was an unexpected opportunity that turned into an amazing deal for the seller and buyer. Jordan discusses the way he took control of his agency’s future by pursuing the sale, what he’d change about the process, and the importance of having a plan for post-sale integration.
About the Show
The popular agency podcast has been around since 2014 and covers everything from starting a successful agency to selling your agency. What makes this podcast a must-listen is Swenk’s background as the founder and CEO of an agency for over a decade. Swenk brings his own experience to the table, besides the expertise of his guests. He mostly covers topics that help growing agencies scale to the next level.
YOUR HOST
JASON SWENK
Smart Agency Masterclass
Jason is a family man who also happens to have created a couple big marketing agencies, helped thousands of agency owners, and had a big agency exit too.