In this episode of Kaffeen Espresso, we’re joined by Jonathan Baker, head of the M&A practice at Punctuation and a former craft brewery owner. Jonathan shares invaluable insights on firm valuation, the emotional complexities of the M&A process, and why deal terms often matter more than valuation.

As an expert in helping small- to mid-sized marketing services firms navigate acquisitions, Jonathan unpacks what agency owners should focus on to make their businesses sellable and scalable. Whether you’re considering a future sale, planning succession, or just curious about how to increase your agency’s value, this episode is packed with actionable advice.


What You’ll Learn:

• How buyers assess agency value (and what surprises most sellers).
• The critical importance of deal terms over valuation alone.
• Why agency founders need to focus on reducing their reliance on the business.
• The role of inbound marketing in boosting firm value.
• Navigating the emotional toll of selling a business and separating personal identity from the agency.

Resources & Links:

• Visit Punctuation’s website: punctuation.com
• Check out Punctuation’s insights: punctuation.com/insights

🎯 Free live training on November 6th 🎯

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Join my free live training on November 6th and learn the simple 4-part system I use to help creatives, consultants, and small agencies attract high-value clients — without content, ads, or salesy tactics.

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