Episodes
Friday Jul 22, 2022
Friday Jul 22, 2022
Acquirers want to understand your methodologies, how often they are updated, and what changes are coming in the future. On this episode, we interview Alan Haefele, Owner & Managing Director of Haefele Software, to understand how to integrate continuous improvement as part of a company’s culture and DNA.
Friday Jul 08, 2022
Friday Jul 08, 2022
Boutiques become market leaders by building a commercial sales engine that is capable of scaling. On this episode, we invited Lenka Lechmanova, CEO at V2 Strategic Advisors. She shares how her firm has cultivated a homegrown talent strategy, established sales processes and metrics to benchmark performance, and moved away from partner selling.
Friday Jul 01, 2022
Friday Jul 01, 2022
Your ability to recruit talent is critical to scaling a market-leading boutique. On this episode, we interview Don Goldstein, CEO of 5Q Partners and he shares how he decided to invest in an internal recruiter and its overall impact on the organization.
Friday Jun 24, 2022
Friday Jun 24, 2022
Scaling a boutique beyond a lifestyle business takes money and commitment. On this episode, Sue-Ellen Watts, Founder & Global CEO at Wattsnext Group, sheds light on how she embraced a lifestyle business to fund a new venture that she can grow and scale.
Friday Jun 17, 2022
Friday Jun 17, 2022
A strong market position can indicate excellent competitive positioning. On this episode, Marc Weiss, CEO of Management One, shares how he positioned his firm for a successful exit with an unconventional buyer.
Friday Jun 10, 2022
Friday Jun 10, 2022
Labor is the biggest expense for a boutique and has the biggest impact on profitability. On this episode, we interview Jeff Pedowitz, President & CEO of The Pedowitz Group to discuss how they creatively redesigned their organization to solve increasing pricing pressures.
Friday Jun 03, 2022
Friday Jun 03, 2022
Invest in your marketing and let your customers come to you. On this episode, we interviewed Ali Schwanke, CEO & Founder of Simple Strat to share how they elevated their inbound marketing strategy and improved win rates.
Friday May 27, 2022
Friday May 27, 2022
The quality of the leadership team paramount as professional services firms grow, scale, and exit. On this episode we speak with Matt Rosen, Founder and CEO at Allata. He shares how he structured his executive team to replicate himself, develop a succession plan and spend time working on the vision of the future.
Friday May 20, 2022
Friday May 20, 2022
The engagements you sell determines your market position and the team needed to deliver your service. On this episode Cynthia Klint, CEO at BRC shares how she leverages specialists to deliver client engagements and increase sales.
Friday May 13, 2022
Friday May 13, 2022
The cultural fit of employees, clients, and a potential acquirer are all critical to the success of the firm. On this episode Bart Bartlett, CEO at DemandZEN shares how he instills the core values of the firm with his remote team.