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Navigating Your Agency's Life Cycle

Tuesday, February 25, 2025, 12:00 - 1:00pm ET

Join Ryan Watson for an insightful journey through the life cycle of agencies. This talk delves into Upsourced Accounting’s proven framework and offers a comprehensive guide to navigating the startup, growth, stabilization, and exit phases. You’ll gain valuable insights into financial management, operational optimization, and building a resilient agency that can adapt to market changes.

This talk is for agency owners, managers, and entrepreneurs looking to enhance their business strategies.

Key Takeaways:

  • Understanding the stages of an agency’s life cycle

  • Financial management strategies for each stage

  • Operational best practices for sustainable growth

  • Preparing for successful exit strategies

Headshot of Ryan Watson

Ryan Watson

Partner at Upsourced

Ryan is an operations and finance leader for creative agencies and venture-funded startups.

As a partner at Upsourced, Ryan helps scaling creative agencies see the future and drive profits. And at Hearty, he builds, grows, and buys cash-flowing service business.

Previously, Ryan served as COO and CFO of Ahalogy, a venture funded influencer marketing agency, which exited to Quotient Technology, Inc (NYSE: QUOT) in June 2018.

And prior to Ahalogy, he cut his teeth at Sqrl - a SaaS product incubated out of Upsourced that automated document collection for service firms. Sqrl received an Entrepreneur of the Year EDGE Award from Ernst & Young and ‘Outstanding Emerging Innovation’ honors from the Cincinnati Business Courier.

Ryan lives in Dayton with his wife Lauren, their three kids, and their dog Harvey.

Register