A one-page template our Barrel Holdings agencies use to set, and stick to, their financial and strategic goals for the year ahead.
Before the start of the new year, we ask our agency leaders to fill out this simple one-pager. It captures the metrics that matter - revenue, margin, and growth priorities - so we start the year aligned on where we’re headed and how we’ll get there. Use it with your team to define what success looks like in 2026 and stay accountable throughout the year.
Download the 2026 Annual Goal Setting Template
Get the exact framework we use to assess acquisition opportunities, so you can strengthen your agency now, long before you go to market.
No spam. Just practical insights from operators who’ve built and sold agencies.
Most annual plans end up forgotten by March. This one doesn’t. It’s short, specific, and designed to help you track progress against the few goals that actually move your agency forward.
