Buy; Hold; Pass! Play the Agency M&A Game

Tuesday, September 29, 2026
One Big Idea Stage

Is your agency in good financial shape? It's more than just revenue and profit, as we will discover in this interactive session takes snapshots of real agencies and asks: would you buy, sell, or hold it? In the process, we learn the questions you and any buyer of an agency needs to ask themselves and the pitfalls to avoid when it comes time to sell or buy. Come, play along, and get your questions answered!

Speakers
Carey Wallace
Carey Wallace, Founder - Agency Focus
Matt Naimoli
Matt Naimoli, Partner - Legacy Advisors