Guiding Agencies Through Growth, Ownership, and Transition
Whether your agency is expanding, restructuring, or preparing for a sale, every business transaction carries legal complexity. Toerek Law helps agency owners navigate mergers, acquisitions, and ownership transitions with clarity and confidence — ensuring your hard work is protected at every stage.
We provide transaction support that’s informed by our deep understanding of the agency business model and marketing industry operations.
Agency Acquisitions
Buying another agency can accelerate growth — but it requires careful planning. We guide agencies through due diligence, valuation review, and purchase agreement negotiation. Our goal is to protect your interests while ensuring a smooth transition for employees, clients, and intellectual property.
We also help acquirers structure deals that balance financial and operational realities with legal protections.
Agency Owner Agreements
When multiple partners own an agency, clear documentation is essential. We draft and update shareholder, partnership, and operating agreements that define ownership rights, decision-making authority, and exit provisions.
These agreements prevent internal disputes and support long-term stability as your agency evolves.
Agency Sales
Selling your agency is one of the most significant milestones in your business journey. We help you prepare legally and strategically, addressing ownership of IP, existing client contracts, and employee considerations.
We handle everything from letter of intent to closing, ensuring your exit terms reflect the full value of your agency’s reputation and relationships.
Agency Corporate Compliance
Ongoing corporate compliance keeps your agency protected from governance risks and tax complications. We help maintain your legal standing through regular documentation updates, annual filings, and organizational health reviews.
Our compliance approach aligns with your agency’s stage of growth and future goals.
Sharon and her team were invaluable to me not only in growing my business – from IP protection to contractual excellence – but in navigating my first experience with M&A. Throughout due diligence, they guided and advised on the process from a legal and compliance standpoint, so I could feel confident and supported. They care for their clients, and it shows.
Christine Olivas, Former CEO / Founder | No Single Individual (Acquired by Toptal)
Make Your Agency’s Next Big Move a Strategic One
Ensure your agreements, negotiations, and compliance steps are aligned with your goals and protect your long-term success.