Get a completely customized roadmap to double the value of your agency in less than 12 months for FREE!

Cortes Ventures is an investment company with an emphasis on building strong relationships with digital agency owners. Unlike coaching or consulting businesses, we do not use this offer as a lead magnet for upselling; in fact, we don’t have anything to sell.

The reason behind this free business valuation and growth plan is twofold: it allows us to foster robust relationships with you, the agency owners, and it also helps us create a steady stream of potential investment and acquisition targets, which is what we refer to as “deal flow”.

By offering this free, comprehensive service, we can engage with and understand your business in a way that we wouldn’t have been able to otherwise. We aim to provide an insane level of value upfront by identifying your unique business challenges and creating a custom growth plan that suits your specific needs.

This level of commitment on our part, we believe, will lay the foundation for a strong relationship that, if it aligns with both our visions, could possibly lead to a discussion about a potential investment or acquisition.

This offer is truly a win-win situation: we get to meet potential investment targets, and you get a wealth of valuable insights, free of charge.

The goal of our free business valuation and growth plan is to deliver a roadmap custom-tailored to your agency. To do this, we need comprehensive insights into your business. This involves your financial data—like earnings, costs, and debt—as well as operational details, such as your services, clientele, team structure, and current growth strategies.

We understand the sensitivity of such information, and we ensure it’s handled with complete confidentiality. If you prefer, we can formalize this commitment by signing an NDA. Remember, detailed and accurate information leads to a customized growth plan, designed to maximize your agency’s performance and profitability.

We use your information purely to tailor our business valuation and growth strategies to your agency’s specific circumstances. It helps us discern your business’s standing and the potential avenues for growth. While doing so, we highly prioritize the confidentiality of your sensitive data. It is utilized solely for the purpose of creating your growth plan and not shared or used in any other way.

If it adds to your peace of mind, we’re more than willing to sign an NDA to assure you of our dedication to privacy and confidentiality. Your confidence in us enhances our ability to provide you with the most effective strategies for your business expansion.

Our free valuation process is meticulous, precise, and tailored specifically to digital agencies. We kick off the process with an in-depth financial review, taking a comprehensive look at EBITDA multiples, a key determinant of your agency’s value and profitability. We also dive into your revenue trends and expense patterns, offering a clearer picture of your business’s financial health and trajectory.

A significant part of our valuation process is evaluating the level of risk inherent in your business. This involves a thorough risk assessment covering legal, financial, platform stability, market conditions, and even the dependence on the owner—an aspect that’s often overlooked but is of paramount importance for potential buyers or investors.

We also carefully analyze the diversity of your services, prioritizing agencies with a solid base of recurring retainer contracts over those heavily dependent on project-based work. This reflects your agency’s stability and predictability of income, a highly attractive aspect for potential partners.

Our valuation further considers the size, skills, and organization of your team. A competent team and clear, well-implemented SOPs speak volumes about your agency’s operational efficiency.

Lastly, we evaluate your customer acquisition strategy—its predictability and scalability. This allows us to gauge your agency’s growth potential, an essential component of its valuation. Executed by our seasoned team, this exhaustive, industry-specific approach ensures a highly accurate and trustworthy valuation.

The initial discovery call is a great opportunity for us to get to know your agency and for you to learn more about Cortes Ventures. During the call, we’ll explore the ins and outs of your agency—from operations, team composition, and customer acquisition strategy to financial standing and service offerings.

Our objective is to identify strengths to build on and challenges to address, providing a snapshot of where your agency stands today and where it could go tomorrow. We’ll also share insights into our approach to business growth, the tools and methodologies we employ, and how we can customize our strategies to your specific needs.

This exchange of information will give you a deeper understanding of your agency’s potential for growth, the steps to get there, and how Cortes Ventures can be an instrumental partner in that journey.

The custom growth plan we create for you is highly detailed and tailored to your agency’s unique needs and circumstances. We understand that a one-size-fits-all approach doesn’t work in the digital agency space, so we create a plan that aligns with your agency’s goals, market position, and operational realities.

It includes an in-depth analysis of your business operations, financial health, customer acquisition strategy, service offerings, and team structure. We provide clear recommendations, tangible steps, and realistic timelines for each strategy and initiative.

The path to growth and expansion varies from one business to another. The effectiveness of our growth plan depends on the unique context of your agency—its current standing, operational efficiencies, market conditions, and so forth. That being said, our experience indicates that most businesses start seeing results within the first few months of implementing our growth strategies.

It’s crucial to understand that while some tactics might yield immediate results, substantial and enduring growth is a marathon, not a sprint. We’re committed to helping you achieve not just quick wins, but also long-term success.

Once you have your custom growth plan in hand, the decision on how to proceed lies entirely with you. If you are enthusiastic about the plan and wish to implement it, we’d be thrilled to assist or partner with you.

However, please remember, there is no obligation or commitment on your part. Cortes Ventures is an investment company and our mission with this offer is to build relationships and identify potential investment opportunities, by providing an invaluable service to you upfront.

Any further discussions about potential investment or acquisitions would only be initiated if it’s mutually beneficial and makes sense for all parties involved.

Our aim is to provide you with the tools and insights you need to grow your business, with complete freedom and zero pressure.