Guides for every industry

Decisions a C-Suite would make for Digital Marketing & Performance Agencies

Vendor comparisons that are honest about where each tool falls short, plus a plan for doing the work yourself. Where we quote a benchmark, we show its source.

Executive guides for Digital Marketing & Performance Agencies

15 guides for Digital Marketing & Performance Agencies of 1,000

Commercial Lending & Small Business Financing3 min read

Financing a Marketing Agency's Media Float and Growth

Marketing agencies often front client ad spend before billing it back. Here is how that float shapes the SBA loan versus revenue-based financing choice.

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Legal Operations & Contract Lifecycle Management3 min read

Ironclad vs LinkSquares: Who Owns the Creative When a Client Leaves

For digital marketing and performance agencies, how Ironclad and LinkSquares compare on IP ownership of creative work and media buying insertion orders.

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Board Management & Investor Governance3 min read

How One Growing Agency's Board Pack Changed After an Earnout

A worked example of how a digital marketing agency's board reporting changes after a holding company acquisition with earnout terms attached.

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Business Entity Formation & Corporate Governance3 min read

Bizee vs. Doola for Marketing Agencies: Getting Formed Right

Entity setup for a digital marketing or performance agency: ad-spend liability, creative ownership, freelancer contracts, and Bizee vs. Doola compared.

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Commercial Insurance & Corporate Risk Management3 min read

Vouch vs Embroker for Digital Marketing and Performance Agencies

The tradeoffs a digital marketing or performance agency should weigh between Vouch's speed and Embroker's brokerage reach for E&O and D&O coverage.

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Business Banking & Treasury Operations3 min read

Mercury vs Relay: Banking for a Digital Marketing Agency

Agencies that manage client ad spend need to keep that pass-through money visibly separate from agency revenue. Here's how Mercury and Relay each handle it.

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Cap Table & Equity Management3 min read

Equity for Media Buyers: Pulley vs Carta for Performance Agencies

A worked example of granting equity to a top media buyer at a performance marketing agency, and how Pulley and Carta differ once you do.

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EOR & Global Employment3 min read

Deel vs Remote: Staffing an Overseas Performance Marketing Pod

A worked example for digital marketing and performance agencies deciding between Deel and Remote when hiring overseas media buyers and creative staff.

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PEO & Outsourced HR3 min read

PEO Picks for a Digital Marketing Agency

Marketing agencies run on a mix of core strategists and a rotating freelance creative bench. See how Justworks and TriNet compare for that setup.

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Executive Leadership & Fractional Hiring3 min read

Ad Agencies: Who Should Own the Media Spend Float?

Fronting client ad spend creates a working capital gap most agencies underestimate. Compare the fractional CFO and controller roles for that problem.

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Executive Financing Strategy: Equity vs Debt vs Non-Dilutive3 min read

Comparing Financing Options for a Growing Performance Marketing Agency

Media-buying float is the real cash problem for most performance marketing agencies. Here's how venture debt, RBF, and simpler options actually compare.

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Cap Table Liquidity & Private Secondary Markets3 min read

Carta vs Forge When A Marketing Agency Sells Equity

A worked example of how a digital marketing and performance agency weighed Carta against Forge, and why client conflicts decided the outcome.

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Executive Search & Leadership Recruiting3 min read

Two Ways to Hire a Head of Client Strategy

A side-by-side look at hiring a senior client strategy or growth leader through a search firm versus an on-demand executive marketplace.

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Startup Mergers, Acquisitions & Exit Marketplaces3 min read

Selling a Marketing Agency: Acquire.com or Flippa?

A worked example of a digital marketing agency weighing Acquire.com against Flippa, including how media pass-through revenue changes the math.

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Executive Digital Privacy & Data Broker Removal3 min read

Optery vs DeleteMe for Marketing Agency Principals

A worked example showing how a digital marketing agency principal should weigh Optery's automated removal against DeleteMe's human-run service.

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