The Agency Profit Podcast – Détails, épisodes et analyse

• 00:01 – 00:41 – Introduction: Marcel Petitpas welcomes Mark O'Donnell, the leader of EOS Worldwide, to discuss the Entrepreneurial Operating System (EOS) and its impact on businesses, focusing specifically on data and scorecards.
• 02:04 – 03:38 – What is EOS?: Mark O'Donnell provides an overview of EOS, explaining its core components—Vision, Traction, and Healthy—and how it helps businesses align their leadership teams and execute their vision effectively.
• 04:37 – 07:08 – Mark’s Journey to EOS Leadership: Mark shares his background, including his transition from running a vertically integrated pharma and biotech services business to becoming the CEO of EOS Worldwide.
• 07:08 – 08:18 – Data and Scorecards in EOS: The conversation shifts to the importance of data and scorecards within the EOS framework, with Mark emphasizing how these tools help track business performance and drive accountability.
• 10:31 – 11:49 – The Importance of Weekly Metrics: Mark explains the significance of maintaining a weekly cadence in measuring business metrics, ensuring that issues are identified and addressed quickly to keep the business on track.
• 14:15 – 14:57 – Measuring What Matters: Mark discusses the importance of focusing on a small number of key metrics that provide a clear pulse on the business’s health, rather than overwhelming the team with too much data.
• 19:31 – 21:48 – Building Effective Scorecards: Mark and Marcel talk about the challenges businesses face when building scorecards, stressing the importance of starting with the end goal in mind and working backward to identify key metrics.
• 26:58 – 28:58 – Accountability and Leadership: Mark explains how the scorecard is not just a tool for measurement but also a way to ensure accountability across the leadership team, emphasizing that every metric should have an owner responsible for its outcomes.
• 32:52 – 35:44 – Aligning Metrics with Business Objectives: Mark and Marcel discuss the importance of aligning metrics at the ground level with the high-level objectives of the business, ensuring that data tracked at every level contributes to the overall vision and strategy.
• 35:44 – 36:09 – Holistic Approach to EOS Implementation: Mark highlights the importance of viewing EOS as a complete system, where all components—vision, data, people, processes—work together to create a cohesive strategy for business success.
• 36:09 – 37:58 – Final Thoughts and Resources: Mark concludes with advice on how businesses can effectively implement EOS, mentioning various resources available on the EOS Worldwide website, including free tools, software, and the directory of certified EOS Implementers.

• Podcast
• LinkedIn
• Website
• Books:
  • Traction
  • RocketFuel
• EOSONE Software
• Basecamp
• Implementor Directory

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• 00:01 – 00:36 – Introduction: Marcel Petitpas welcomes David Tobin, a mergers and acquisitions expert, to discuss strategies for successful business exits.
• 01:09 – 02:52 – David’s Background: David shares his journey from starting his first business in college to founding TobinLeff, focusing on his niche in financial services and exit planning.
• 04:26 – 06:37 – Exit Strategies: David outlines various exit strategies, including selling to another agency, management buyouts, ESOPs, and financial sponsors.
• 08:20 – 10:13 – Planning for Exit: David and Marcel discuss how firm owners can think through and plan for their exit, considering different options and what might be most applicable to them.
• 13:58 – 15:58 – Current Market Conditions: David talks about how current economic conditions, such as interest rates and market performance, are impacting M&A activity in the professional services space.
• 17:52 – 18:55 – Impact of Performance: Marcel and David discuss how a firm's recent performance can significantly impact its equity value and attractiveness to buyers.
• 19:37 – 21:54 – Vision for Growth: David emphasizes the importance of having a clear vision for growth and being able to articulate how a company can continue to expand under new ownership.
• 24:53 – 26:36 – Investments in the Business: Marcel and David talk about the importance of making strategic investments in the business to enhance value and how to manage these investments without negatively impacting EBITDA.
• 29:04 – 30:20 – Building Relationships: David advises firm owners to build relationships with potential buyers and keep their companies on the radar of industry players to facilitate smoother future transactions.
• 30:20 – 34:04 – Tax Considerations: David discusses how tax planning should not drive the exit strategy but highlights the importance of efficient tax treatment and managing working capital.

Connect with David through:

• LinkedIn
• Website

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Points of Interest

• 00:01-00:23 – Marcel kicks off the podcast by introducing Pete Everitt, a friend of the show, multi-agency owner, and coach specializing in helping agency owners with client acquisition and retention through recurring revenue.
• 00:24-02:04 – Pete details his professional journey, from agency work in the UK to launching SEO Hive during the pandemic, and his coaching role for agency owners.
• 02:04-02:25 – Discussion on the unique insights Pete offers by managing firms and coaching simultaneously.
• 02:25-03:31 – Pete shares his career trajectory, including his start in agencies post-university and the eventual launch of his own agency in 2016.
• 03:31-05:50 – The conversation shifts to Pete’s motivation for starting his own agency, spurred by a desire for more autonomy.
• 05:50-08:56 – The evolution of agency models over the last decade, contrasting traditional firms with modern digital agencies.
• 08:56-11:22 – The importance of providing value over simply reducing costs, especially in a post-COVID context, is discussed.
• 11:22-13:57 – Pete emphasizes moving from an order-taker to a trusted advisor by closely understanding and evolving with clients' needs.
• 13:57-17:16 – Marcel and Pete discuss how deep client understanding and problem-solving lead to better retention and expansion opportunities.
• 17:16-34:39 – The final segment covers steps for agencies to become more strategic with clients, underscoring the role of account management and the necessity of adapting services to client needs continuously.

Show Notes

• Connect with Pete through his profile: Pete Everitt on LinkedIn
• Account management Resources
• Product Management Resources:
  • Lean Customer Development, Book
  • Jobs to be done

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Quick Links:

• The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.
• For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.com
• Love the podcast? Leave us a review on the platform of your choice at this link.

Guest Links:

• Twitter
• LinkedIn
• DavidCBaker.com
• The Business of Expertise Book
• Financial Management of a Marketing Firm Book
• 2BobsPodcast

About David:

Author of several books (five, in fact) – including The Financial Management of a Marketing Firm and The Business of Expertise – you may recognize him from the countless conferences he’s spoken at, including TEDx talks.

In addition to being featured in The Wall Street Journal, Fast Company, USA Today, NY Times, Inc Magazine, Forbes, CBS (the list is endless), he’s worked with over 900 firms in this space.

When he’s not helping experts and agencies, he’s teaching motorcycle racing at the Superbike School, Flying Planes and Helicopters around the world to shoot photography or doing custom woodworking at his home in Tennessee.

Quick Links:

• The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.
• For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.com
• Love the podcast? Leave us a review on the platform of your choice at this link.

Guest Links:

• Twitter
• LinkedIn
• Robharr.com
• Overlyhuman.com
• SparkBox.com
• BureauOfDigital.com

About Rob:

Rob is the VP and Co-Founder of Sparkbox, a web design and development firm that crafts responsive websites and web applications. Here, his superpowers including overseeing operations and finance. He’s also the co-host of the Overly Human podcast.

When he’s not beavering away at Sparkbox, helping others be awesome, he can be found hanging around Dayton, Ohio with his wife, their two kids, and a crazy Aussie dog. That or he’s golfing, weightlifting, or cooking meat over an open flame.
 

Quick Links:

• The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.
• For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.com
• Love the podcast? Leave us a review on the platform of your choice at this link.

Marcel Links:

• Parakeeto
• Agency Profit Podcast
• My LinkedIn
• Parakeeto’s LinkedIn
• Twitter

About Me:

I am co-founder and CEO of Parakeeto and fractional COO at Gold Front – a creative agency working with top tech companies in San Francisco, including Uber, Slack, and Google.

In addition to being an agency profitability consultant – specializing in helping agencies get a handle on their gains – I’m also an in-demand keynote/virtual speaker and podcaster.

When I’m not helping agencies make more money, I’m probably binge-watching soothing sitcoms while consuming my own weight in breakfast confections. I mean, who isn’t at this point?

Quick Links:

• The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.
• For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.com
• Love the podcast? Leave us a review on the platform of your choice at this link.

Guest Links:

• Twitter
• Facebook
• LinkedIn
• ducttapemarketing.com/blog/

About John...

John Jantsch is a marketing consultant, speaker, and author of several books, including Duct Tape Marketing; Duct Tape Selling; The Commitment Engine; SEO for Growth; and The Referral Engine.

His latest book, The Self-Reliant Entrepreneur: 366 Daily Meditations to Feed Your Soul and Grow Your Business, is a daily reminder to entrepreneurs that a better you makes a better business!

He doesn’t spend all his time speaking and writing books; he’s also the founder of the Duct Tape Marketing Consultant Network and has had the honor of being featured in a TEDx Talk.

In his spare time, John can mostly be found outdoors enjoying nature, woodworking, and strumming his guitar.

Quick Links:

• The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.
• For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.com
• Love the podcast? Leave us a review on the platform of your choice at this link.

About Me:

I am co-founder and CEO of Parakeeto and fractional COO at Gold Front – a creative agency working with top tech companies in San Francisco, including Uber, Slack, and Google.

In addition to being an agency profitability consultant – specializing in helping agencies get a handle on their gains – I’m also an in-demand keynote/virtual speaker and podcaster.

When I’m not helping agencies make more money, I’m either watching The Office or Parks & Rec on a loop.

• Parakeeto
• Agency Profit Podcast
• My LinkedIn
• Parakeeto’s LinkedIn
• Twitter

Quick Links:

• The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.
• For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.com
• Love the podcast? Leave us a review on the platform of your choice at this link.

Guest Links:

• LinkedIn
• Twitter
• YouTube
• Trainual.com

About Chris:

Chris Ronzio is the founder and CEO of Trainual, the leading SaaS company helping fast-growing businesses automate their onboarding and training.

Chris is also the host of the Process Makes Perfect podcast, author of 100 Hacks To Improve Your Business, and contributor to Inc. Magazine.

On the weekends, Chris and his wife take their two kids on little adventures to lakes and hiking trails. He’s enjoyed getting out of the house with COVID going on!

Did you learn anything new from this episode? If so, let us know in the comments below – we value your feedback! Our next featured expert appearing via our #APP is John Jantsch on September 16th. Meanwhile, Marcel will share more agency profitability insights on September 9th. To view our previous blogs – with Marcel and Jeremy Jackson – please make your way here…

Parakeeto Quick Links:

• The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.
• For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.com
• Love the podcast? Leave us a review on the platform of your choice at this link.

Marcel's Quick Links:

• Parakeeto
• Agency Profit Podcast
• My LinkedIn
• Parakeeto’s LinkedIn
• Twitter

About Me:

I am co-founder and CEO of Parakeeto and fractional COO at Gold Front.

In addition to being an agency profitability consultant – specializing in helping agencies get a handle on their gains – I’m also a respected keynote/virtual speaker and podcaster.