Tuesday, February 25, 2025 •  12:00pm - 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

MEET 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.

Thank You to Our Wonderful Partners:

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