2019 Agency Merger and Acquisition (M&A) ReportGo right to the 2019 agency M&A survey. It will take less than 5 minutes to complete.
P.S. Want to have your insights and experience featured in the report? Connect with me on LinkedIn, let me know a little about yourself, and we’ll set up a follow up discussion.
Who is PlotPath?
PlotPath takes agencies to a new level of financial and operational excellence. We combine experienced staff (CFOs, controllers, and bookkeepers), best-practice processes, and data-driven systems to develop a forward-looking approach that improves cash flow, profitability, and growth.
Professional Service Firms we work with
We had been looking for someone who would take the time to understand our business, make recommendations, cleanup our accounting software and chart of accounts, and become a partner to our bookkeeper and our tax accountant. PlotPath delivered all of that and more for Dragon Spirits Marketing, making recommendations and fixes that were simple but not originally thought of. We plan on keeping the PlotPath team on to support and advise us as we continue to grow. Highly recommend.”
Lamar Romero ∙ Founder and Chief Executive Dragon ∙ Dragon Spirits Marketing and Promotions
We were up against a tight deadline and weren’t quite sure how we were going to finalize our financials ahead of tax time. PlotPath was able to quickly finalize our Balance Sheet and reconcile our Profit and Loss Statement. They also worked directly with our Enrolled (Tax) Agent to ensure reporting was accurate. The PlotPath team was professional and able to address our needs in a very short time-frame. Highly recommended!”
Dwight Wilson ∙ Founder ∙ Collabriv
We hired PlotPath at the end of 2015 to perform an audit of our bookkeeping. Their attention to detail and understanding of how the strategy and tactics of bookkeeping impact high level business decision making has been a welcome asset to our team. PlotPath efficiently corrected past mistakes and implemented new financial strategies so we could report and forecast our business more accurately. They are responsive, professional and accurate. I would recommend PlotPath to any small business owner looking to build a more accurate backend financial system.”
JP Novak ∙ President ∙ 512 Solar
“We were opening a branch of our software development firm in the United States for the first time (we’re based in Turkey). PlotPath was essential in guiding us through the steps and getting us up and running as a business. They helped us establish our EIN and LLC, got us set up on Xero to manage our books, and continue to do our bookkeeping and provide support on a monthly basis. The team at PlotPath has been a pleasure to work with and I would highly recommend them to any business needing finance and accounting support.”
Mustafa Başaran ∙ President ∙ Bermuda LLC
The PlotPath team’s blend of business and financial experience and talent make them well-equipped to serve as any business’ secret weapon. They are accounting experts AND recognize that building a successful business is a whole lot more complex than having a well kept set of financial records. Though they are great at the detail, where they are unique in the field is in their capacity and passion for understanding how to organize financial information to give entrepreneurs the insight they need to make data-driven, strategic decisions.”
Natalie Glover ∙ Founder ∙ LumenKind
My only regret re Eric & his team at PlotPath is that I wish we had found & started to use them years ago. They’ve been a huge help in a major “books cleanup” project & now on an ongoing basis are helping us stay on top of the books far better than we were doing on our own in the past. Their assistance & insight have shed light on several business issues that we were able to adjust, & we’ve already saved more than their fee just by making those management improvements. A pleasure to work with & a tangible improvement to our bottom line – can’t say enough good things about the entire team. A+A+A+”
Bill Decker ∙ Owner ∙ Decker Wealth Management
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