Home » Case Studies » Founders preparing for a deal » Board-level sale guidance
A founder-led agency was entering the sale process with strong buyer interest, but the leadership team lacked experience in managing a deal. The founder needed a trusted advisor to help navigate the process and avoid mistakes.
Andy acted as a board-level advisor during the process — supporting the founder on prioritisation, buyer communication, and internal messaging. He helped the leadership team prepare for their role post-sale and focused attention on what mattered most for a successful outcome.
The agency was sold successfully and integrated well with the acquiring group. The founder and team retained senior roles, and the transition was smooth. Andy’s presence brought confidence and clarity to every stage of the process.