Selling A marketing agency:

How the process works

If you own a marketing agency, selling it might feel like an overwhelming challenge. It’s easy to think the process is too complicated, too expensive, or simply out of reach. That’s where Mergify.co comes in. We simplify everything, strip away the confusion, and make it easy for agency owners no matter their size to connect with serious buyers and unlock maximum value. Unlike traditional M&A firms that cater to big players and charge hefty fees, Mergify.co puts you in control with a streamlined, accessible, and affordable approach to selling your agency.

Step 1: Start With a Quick Intro Call

Timeline: within 24-48 hours

Book a quick introductory call with our team here. It’s your chance to ask questions and get clear, straightforward answers about:

• How agencies like yours are valued
• What the selling process looks like
• What happens once the sale is complete

We’re here to make the process easy to understand, free of jargon, and tailored to your needs. No fluff, no confusion—just the information you need to take the next step.

Valuation made simple

Timeline: 2 weeks

If you already have your financial documents in place, you can choose to list your agency by paying a simple listing fee—no extra costs. But if you’re looking for a professional valuation to understand exactly where your agency stands, we’ve got you covered. Using Valutico, the world’s leading valuation tool, we deliver accurate, data-backed insights that put your agency’s value into perspective. Valutico blends global market data, competitive benchmarks, and advanced analytics to deliver a valuation that’s fast, precise, and easy to understand. With this, you’ll get:

• A clear snapshot of where your agency stands compared to the competition
• A valuation you can trust when setting your price
• Actionable insights into your agency’s strengths and growth opportunities

Whether you want a simple listing or in-depth valuation expertise, you decide what works for you.

Connect With Buyers

Timeline: 1-2 weeks

We introduce your agency to our verified network of buyers these include private equity groups, entrepreneurs, and other agencies looking for strategic acquisitions. Here’s the beauty of Mergify.co: you get options

List and Go: Pay the listing fee, upload your agency’s key financial metrics and bio, and connect directly with interested buyers.

Additional Support: Need help creating professional documents like CIM decks (Confidential Information Memorandums) or organizing paperwork? We offer this as an optional, chargeable add-on service. You pay only for what you need no hidden fees, no surprises.

Our marketplace makes it easy for buyers to browse agencies, reach out, and take the process forward. For you, it’s all about simplicity and choice.

A tailored marketing approach

Timeline: 1-2 weeks

Every agency is unique, and we make sure that yours stands out. We create a custom marketing strategy that showcases exactly why your agency is a valuable investment.

This includes:

1. Highlighting your agency’s financial strengths and growth potential
2. Offering confidential or hidden listings for added discretion
3. Targeted outreach to serious, qualified buyers

Our process ensures that buyers see the best version of your agency, helping you attract the right interest.

*Assisted option of creating CIM decks

Serious Buyers, No Time Wasters

Timeline: Ongoing, as inquiries come in

Not every buyer is the right fit—and we know how important it is to find someone who aligns with your agency’s vision. That’s why we carefully vet buyers to make sure they’re serious, credible, and capable of following through. This means:

1. No wasted time with unqualified leads
2. Buyers who understand your agency’s potential and growth story

We keep the process clean, simple, and focused on results.

Optional Negotiation and Advisory Support

Timeline: 7-14 days (depending on complexity)

While Mergify.co operates as an introductory service, we understand that you might need extra help with negotiations, due diligence, or legal paperwork. If that’s the case, our team can step in with add-on M&A advisory services, including:

• Negotiating to secure the best price and payment terms
• Guiding you through due diligence and buyer requests
• Supporting you with legal documentation to close the deal

These services are optional and chargeable—you decide what you need, and we deliver the support to get the deal done smoothly.

Negotiating and Accepting An Offer

Timeline: 1-2 weeks

When buyers show interest, they submit an initial offer, known as a Letter of Intent (LOI). This outlines their proposed price and terms. At this stage, you have two options:

• Manage the negotiations and offer process yourself, or
• Opt for our add-on advisory services, where we guide you through negotiations to help secure the best possible terms.

We assist by:

• Negotiating the price and payment structure to ensure you get the best deal.
• Evaluating variables like offer price, payment terms, post-sale requirements, and buyer capabilities.

Together, we decide on the best buyer for your agency when you’re satisfied, we accept the offer and move forward.

Due Diligence

Timeline: 2 weeks to 2 months

Once an offer is accepted, the buyer conducts due diligence to verify all business details. This includes reviewing financials, client contracts, operational processes, and legal documentation. To streamline this process, ensure you have all supporting materials ready, such as:

• Client contracts
• Key financial metrics (highlighted in CIM decks)
• Vendor agreements
• Employment records and other operational data

You can manage this yourself or involve experts from your network. If needed, our team can guide you or provide additional support to help organize the necessary documents.

Contract Development

Timeline: 2-3 weeks

At this stage, the buyer typically drafts the purchase contracts. You have the flexibility to:

• Work with legal experts from your own network to review and finalize the contracts, or
• Opt for our add-on advisory services, where we help review terms to ensure they align with the agreed-upon deal and protect your interests.

Having the contracts reviewed by a seasoned business attorney is highly recommended to ensure fairness and accuracy.

Closing the Deal

Timeline: 1-2 weeks

Once the contracts are finalized, funds are transferred, and ownership of your agency officially changes hands. If you need additional support during this final step, our team can assist to ensure a smooth and seamless handover. Alternatively, you can manage the closing process independently with professionals from your network.

Post-Sale Transition

Timeline: 1 month to 3 years (depending on agreement)

After the deal closes, there’s often a transition period where you assist the new owner in taking over operations. This could include training, sharing processes, and ensuring the agency continues to thrive under new leadership.

Take the First Step

Ready to explore your options and see how much your agency is worth? Start with a quick call today. At Mergify.co, we’re here to make your exit simple, rewarding, and stress-free. Schedule Your Call Now:

At Mergify.co, we put you in control, simplify the complex, and make selling your agency easier than ever