How to Buy a Marketing Agency: Business Acquisition Insights [Video]

Gain valuable insights into how experienced dealmakers assess potential business acquisitions in this educational Red Light/Green Light (RLGL) session from Dealmaker Wealth Society’s Protege Program. In this case study, we analyze a Swiss Army marketing agency to illustrate the key factors you need to evaluate when considering a business acquisition.

This session isn’t about endorsing specific deals—it’s about honing your ability to identify opportunities and avoid potential pitfalls. Perfect for entrepreneurs aiming to sharpen their deal analysis skills and elevate their acquisition strategies.

Here’s what you’ll learn in this video:

🔥 How to assess a business’s financial health and growth potential
🧩 The importance of team structure and leadership transition plans
💡 Strategies for negotiating deal terms and valuation multiples
📊 Why understanding customer concentration is critical
🚀 Creative deal structures that mitigate risk and maximize returns

🎥 Don’t miss future episodes packed with actionable insights—like this video and subscribe to the channel today!

#BusinessAcquisition #DealMaking #Entrepreneurship #BusinessStrategy #CreativeDealStructures #SmallBusinessGrowth #FinancialAnalysis #CarlAllen

00:00 Intro
00:17 Company Overview
04:23 The Numbers
06:12 Q&A
12:54 Outro

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✅ IMPORTANT LINKS:

👉 Our Flagship front end program – “10-Day Business Buying Launch” –
10-Day Business Buying Launch
https://www.theinvestorshift.com/yt-10-day-launch-checkout1675975067124
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👉 ‌The Investor Shift Training Bundle –
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‌https://www.theinvestorshift.com/shift-yt-2

👉 ‌Business Buying Masterclass –
Dealmaker Wealth Society – Free Training
https://www.buyyourempire.com/ig-masterclass52224246

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✅ Other Videos You Might Be Interested In Watching:

👉 Buy, Grow, And Sell Businesses To Break Free From Mundane Corporate Life | CarlAllenDealmaker
https://www.youtube.com/watch?v=6DAVNqNVHZ0

👉 Acquiring The Brand New Range Rover Sport – A Test Drive Experience | CarlAllenDealmaker
https://www.youtube.com/watch?v=Po-vVrWkeJE

👉 The Rise of Business Acquisition – Why Investors are Making the Shift | CarlAllenDealmaker
https://www.youtube.com/watch?v=H4Ft4oahLVw

👉 How to Buy an Existing Business That’s Already Profitable in 5 Steps | CarlAllenDealmaker
https://www.youtube.com/watch?v=P6fjIsz5Sao

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✅ About Carl Allen:

Carl Allen is the founder and CEO of Dealmaker Wealth Society. Carl is an entrepreneur, investor, and corporate dealmaker with almost three decades of experience. Carl has worked on transactions worth over $48 billion, which includes over 330 acquisitions and sales. For almost three decades, Carl has analyzed thousands of businesses, big and small, in 17 different countries and across nearly every business sector.

Carl’s reputation as an investor and corporate dealmaker has led him to advise some of the world’s largest corporations on investments, acquisitions, disposals, and restructuring. Carl has also assisted hundreds of business owners in raising equity and debt finance.

Through Dealmaker Wealth Society, Carl coaches and mentors our customer base of more than 11,300 entrepreneurs, investors, and business owners. All leverage acquisitions to generate cash flow, wealth creation, and impact.

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Disclaimer: We do not accept any liability for any loss or damage incurred from you acting or not acting as a result of reading any of our publications. You acknowledge that you use the information we provide at your own risk. Do your research.

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© Carl Allen