Blog

Project Management Software for Agencies, with Gray MacKenzie

Project management software for agencies? There are lots of options. Learn how to find the right platform for your agency with expert Gray MacKenzie. Hear insights about:

  • How Gray grew up in a huge family as the fourth of twelve
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Agency Management Institute

building a better agency logoWelcome Build A Better Agency podcast listeners, and I’m so happy you’re here. I had the honor of speaking with Drew McLellan about tax savings for agency owners on the podcast recently. I work in all 50 states and my … Read more

Business Time Management Tips, with Elizabeth Sutherland

Business time management tips from special guest Elizabeth Sutherland can help you and your team get more done in less time…and with less headache. Hear insights about:

  • How Elizabeth and her business partner merged their competing agencies to create Sutherland
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Crisis Management Strategies for Agency Owners, with Diane Mulligan

Crisis management strategies and tools are critical to the survival of your agency. Learn what you can do to prepare for any scenario with M&C’s Diane Mulligan. Hear insights about:

  • Diane’s journey in the communications industry
  • Why Diane Chose to
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R&D Tax Credits, with Geoffrey Kimmel

R&D tax credits? They can save your business a lot of money…if you meet the four-part requirements. Hear insights about:

  • What R&D tax credits are, what qualifications the IRS expects a business to meet to qualify, and how R&D
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Small Business Tax Saving Strategies, with Craig Cody

Small business tax saving strategies? Expert Craig Cody gives an overview of the many ways your agency can save money on taxes going forward.

In this special episode, you’ll hear audio from the Build A Better Agency podcast, … Read more

How to Approach the Succession Planning Process, with Drew McLellan

Drew McLellan discusses the best approach to the succession planning process so agency owners can build a realistic exit strategy.

  • How to approach the succession planning process
  • Why succession planning is a long game, and how to set yourself up
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How Agency Owners Can Strengthen Their Entrepreneurial Skill Set, with Drew McLellan

Entrepreneurial skill does not come naturally. Drew McLellan explains what agency owners can do to master the business side of running an agency with insights about:

  • Why Drew founded AMI, and how he works with agency owners to drive revenue
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Welcome Build A Better Agency Listeners

building a better agency logoWelcome Build a Better Agency listeners, and I’m so happy you’re here. I had the honor of speaking with Drew on the podcast recently. I work as a CPA in all 50 states and my passion is working with… Read more

Estate Planning

Estate planning on your own can be complicated and costly. And the list is endless… state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA’s, 401K’s, annuities, burial or cremation costs, and intent regarding … Read more