Episodes

Friday Nov 11, 2022
Friday Nov 11, 2022
Growing and scaling a professional services firm requires management of the firm's lifecycle. On this
episode, Gregory Hausheer, CEO at Lightmatter, shares how he is evolving the firm through 5-year
phases to grow revenue, and how his firm is focused on productizing and tech enabling services.

Friday Nov 04, 2022
Episode 98 – How the Founder of an IT Services Firm Created a Legacy
Friday Nov 04, 2022
Friday Nov 04, 2022
How do you successfully exit your business without sacrificing your legacy? On this episode, Jay Smith, President of Security7 Networks, talks about how he built his business to be ready to sell, and the biggest lessons learned in the exit process.

Friday Oct 28, 2022
Friday Oct 28, 2022
Innovation is a new idea. A new service. A new business model. Boutiques that innovate grow and scale rapidly. Continuous innovators become the market leaders. On this episode, Craig Dreiling, CEO at Solutions-101 LLC (S101Medical), shares how his firm was able to innovate and create a new product that commands a higher price.

Friday Oct 21, 2022
Friday Oct 21, 2022
Investors’ default position is to find reasons not to buy your boutique. They are looking for the risks and approach due diligence as a way to de-risk their investment. On this episode, Harry Dugan, Managing Director at STS Capital Partners shares how to build your firm to minimize those risk for a potential acquirer.

Friday Oct 14, 2022
Friday Oct 14, 2022
Profits take a big hit as a result of under delegation. Many leaders of boutiques would rather do something themselves than delegate it. This destroys morale and leads to high turnover. On this episode, Jeff Pruitt, CEO & Ed Borromeo, President of Tallwave share how they built a powerful leadership team by focusing on replication.

Friday Oct 07, 2022
Friday Oct 07, 2022
A boutique requires different things from its leaders and partners as it scales. On this episode, Peter Bilello, President & CEO at CIMdata, shares his journey as a non-founder to becoming President & CEO. He will dive into how he championed the culture shift to drive scale and put the firm in a position to be able to sell one day.

Friday Sep 30, 2022
Friday Sep 30, 2022
Scaling a boutique requires scale capital. Adding more headcount, entering new markets, launching new service lines, and other initiatives require capital. On this episode, Matthew Lescault, President & CEO at Lescault & Walderman, shares how he has financed his new acquisitions and how he has been able to successfully integrate the acquired firms into his processes and culture.

Friday Sep 23, 2022
Friday Sep 23, 2022
There is an inflection point that all boutiques run into head-on. This is when sales generation happens by the employees and not by the partners. On this episode, Hamid Akbari, President & CEO at Blanc Labs, shares how the firm built its internal sales engine in 18 months and his key takeaways.

Friday Sep 16, 2022
Friday Sep 16, 2022
Culture can be described as how things get done in your firm. Intentionally focusing on culture is critical to the success of a boutique professional services firm. On this episode, we invited Jing Johnson, Founder & CEO of PRISM Renderings, to share how she built a highly effective culture and the positive impacts it has had on retention and the success of her firm.

Friday Sep 09, 2022
Friday Sep 09, 2022
Strategics are usually filling a gap. Either the market shifts or the market leader’s service portfolio is lacking. This gap can be filled by building a practice internally or through an acquisition. On this episode, Randell Mauricio, VP of Operations at WorkerBee.TV, discusses how they built a sustainable firm to attract market leaders.